近年来，全球各国对跨境交易的税收监管持续加强，头部跨境电商企业陆续接到平台或税务部门的合规提醒，行业规范运营警钟再鸣。 近期，"炊具大王"爱仕达(002403)发布公告称公司及子公司自查补税510万元，已于早前交清，预计影响当年净利润510.05万元。日前，爱仕达发布2025年三 季报，前三季创收19.5亿元，扣非归母净利润扩大2倍至7513万元。 海外销售占比超四成，且近年加码筹建海外工厂，以厨具、小家电出圈的爱仕达发布补税声明，也自然引发跨境电商领域高度关注。 面对盈利能力下滑、债务压力等多重挑战，公司未来在跨境业务拓展与合规体系升级等提升方面，有无长期规划？截至发稿前，南都·湾财社暂未收到爱仕 达的回复。 自查补税约510万元已缴清 近期，爱仕达发布公告称，公司及子公司在税务自查中发现需补缴税款及滞纳金合计约510.05万元，其中税款385.85万元、滞纳金124.20万元。 截至公告披露时，相关款项已全部缴纳完毕，且本次补缴不涉及行政处罚。公司表示，该笔支出将计入2025年当期损益，预计影响当年净利润510.05万元， 但不涉及前期财务数据追溯调整，也不会影响公司正常生产经营。 爱仕达是国内知名的炊具 ...

市场监管总局已将抽查发现不符合认证要求的获证生产企业和产品信息通报至有关认证机构，并部 署认证机构开展认证质量追溯和风险排查，要求以问题为导向，进一步落实获证生产企业质量安全主体 责任，强化对认证活动的质量管控，提高认证有效性。认证机构已依据相关规定对不符合认证要求的获 证生产企业和产品共计作出撤销1557张认证证书的处理。 依据相关规定，对抽查发现严重不符合并被撤销认证证书的相关产品，认证机构在6个月内不予受 理该产品的认证委托；对被撤销自我声明的相关产品，生产者（制造商或授权代表）在6个月内不能再 次申报自我声明，并应当按照有关规定停止出厂、进口或销售相关产品，同时进行风险排查和整改落 实。 记者了解到，市场监管总局近期对强制性产品认证领域实施了认证有效性抽查。对强制性产品认证 领域（家用燃气灶具、电动自行车、灭火器、电线电缆、小家电、灯具、儿童电话手表、电热毯、电暖 器等23种产品）的3001批次产品实施了认证有效性抽查，认证机构覆盖率为73.5%。对以自我声明评价 方式实施强制性产品认证的低压元器件、电动工具产品领域的123批次产品实施了认证有效性抽查。 ...

新浪科技讯 11月12日晚间消息，2025百度世界大会将于明日举办，新浪科技了解到，今日，百度创始 人李彦宏已提前现身本次大会同步举办的"百度世界展区"，亲自视察展区布局、文心大模型及AI眼镜等 前沿创新成果。 行至百度与罗永浩团队共同打造的"罗永浩"数字人展台前，李彦宏驻足提问道："你下一步带货的方向 是什么？"随即，罗永浩数字人回复道，"带货方向嘛，还是得跟着科技方向走，比如智能手表等"。 责任编辑：何俊熹 随后，李彦宏又补充道："有些小家电还是挺有意思的。"罗永浩数字人又很快补充道："重要的事咱们 聊得开心"。（文猛） ...

Market Overview - Hong Kong stocks showed a positive trend, closing up 0.85% as bulls took control, indicating a lack of negative news is perceived as positive [1] - The U.S. House of Representatives is expected to vote on a compromise plan to end the longest government shutdown in U.S. history, which could restore funding to government agencies [1] - The ADP private sector employment report for October showed a decrease of 45,000 jobs, the largest drop in two and a half years, suggesting a cooling labor market and increasing expectations for a Fed rate cut in December [1] Sector Performance - The banking sector saw a rebound with major banks like Agricultural Bank of China reaching new highs, driven by long-term investments from insurance funds and public funds [1] - Consumer sectors are gaining traction, with companies like "Hushang Auntie" seeing a significant increase of nearly 29%, indicating a recovery in consumer sentiment [2] - Retail sales in Hong Kong are projected to rise by 4% year-on-year in October, benefiting retail rental stocks [3] Company Highlights - Baijie Shenzhou reported a 44.2% increase in total revenue for the first three quarters, driven by sales growth of its self-developed products [3] - Xiaomi announced a significant sales figure of over 29 billion yuan during the Double 11 shopping festival, indicating strong consumer demand [4] - The Ximangdu iron ore project, with reserves exceeding 4.4 billion tons, has commenced production, potentially altering the global iron ore supply landscape and benefiting companies like Maanshan Iron & Steel [5] Industry Developments - The Chinese commercial aerospace sector is set to advance with the upcoming maiden flight of the reusable rocket "Zhuque-3," which aims to reduce launch costs significantly [6] - The sportswear manufacturing sector is expected to see a recovery in demand, with Shenzhou International projecting a 15.3% increase in revenue for the first half of 2025 [7] - The company has expanded its overseas production capacity, with 53% of its garment output coming from international facilities, indicating a strategic shift towards globalization [8]

京东(JD.US)盘前涨超1.3%，报32.03美元。消息面上，京东公布，截至2025年11月11日23:59，京东 11.11成交额再创新高，下单用户数增长40%，订单量增长近60%。从销售品类数据来看，京东3C数码 品类、大家电、小家电线上销售占行业第一，日用百货同比增速达36%，服饰品类同比增速达30%。另 外，双11期间，京东采销直播间订单量同比增长超150%。(格隆汇) ...

11月12日，港股家电股齐涨，其中，TCL电子涨4%，美的集团涨3.8%，海信家电涨3.5%，海尔智家涨 2.5%，创维集团涨2%，JS环球生活涨1%。 中信建投家电2026年投资策略展望，2025年家电板块受困于关税加征扰动、以旧换新政策波动以及下半 年高基数预期，整体跑输沪深300。立足长期视角，企业的竞争力终将回归产品创新与效率优势的本 质，因此从投资视角来看，认为主要有两条主线，一是出海继续成为增长的最重要来源，二是变革红 利。 | 代码 | 名称 | | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 01070 | TCL电子 | 0 | 9.800 | 4.03% | | 00300 | 美的集团 | | 89.400 | 3.83% | | 00921 | 海信家电 | | 25.740 | 3.46% | | 06690 | 海尔智家 | | 26.600 | 2.54% | | 00751 | 创维集团 | | 3.990 | 2.05% | | 01691 | JS环球生活 | | 1.920 | 1.05% | 港股频道更多独家策划、专家 ...

消息上，京东昨日晚公布双11各项数据。从销售品类数据来看，京东3C数码品类、大家电、小家电线 上销售占行业第一，日用百货同比增速达36%，服饰品类同比增速达30%。 港股家电股齐涨，其中，TCL电子涨4%，美的集团涨3.8%，海信家电涨3.5%，海尔智家涨2.5%，创维 集团涨2%，JS环球生活涨1%。 | 代码 | 名称 | | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 01070 | TCL电子 | (0) | 9.800 | 4.03% | | 00300 | 美的集团 | | 89.400 | 3.83% | | 00921 | 海信家电 | | 25.740 | 3.46% | | 06690 | 海尔智家 | | 26.600 | 2.54% | | 00751 | 创维集团 | | 3.990 | 2.05% | | 01691 | JS环球生活 | | 1.920 | 1.05% | 中信建投家电2026年投资策略展望，2025年家电板块受困于关税加征扰动、以旧换新政策波动以及下半 年高基数预期，整体跑输沪深300。立足长期视角，企业的竞争 ...

11月12日，海尔智家盘中上涨2.01%，截至10:40，报27.42元/股，成交5.76亿元，换手率0.34%，总市值 2572.12亿元。 资金流向方面，主力资金净流入5147.29万元，特大单买入7078.35万元，占比12.29%，卖出2920.36万 元，占比5.07%；大单买入1.40亿元，占比24.24%，卖出1.30亿元，占比22.52%。 海尔智家今年以来股价涨0.63%，近5个交易日涨3.73%，近20日涨9.05%，近60日涨8.53%。 资料显示，海尔智家股份有限公司位于山东省青岛市崂山区海尔科创生态园内，成立日期1994年3月31 日，上市日期1993年11月19日，公司主营业务涉及冰箱/冷柜、洗衣机、空调、热水器、厨电、小家电 等智能家电产品与智慧家庭场景解决方案的研发、生产和销售。主营业务收入构成为：电冰箱 27.17%，空调20.94%，洗衣机20.22%，厨电13.10%，装备部品及渠道综合服务11.97%，水家电6.11%， 其他(补充)0.48%。 海尔智家所属申万行业为：家用电器-白色家电-冰洗。所属概念板块包括：青岛、太阳能、热泵概念、 节能环保、低市盈率等。 截至9 ...

Group 1 - The report highlights the positive sentiment around the Chinese economy, driven by policy support and a focus on high-quality development, as evidenced by President Xi Jinping's visit to Guangdong to promote reform and stability [3][29] - In the equity market, major indices showed slight increases, with the Shanghai Composite Index rising over 1% and the CSI 300 gaining 0.82% [3] - The bond market experienced a net withdrawal of funds amounting to 15,722 billion yuan, but liquidity is expected to improve in the coming months [3][27] Group 2 - The report on the monetary fund sector indicates a trend of extending durations and reducing holdings in certificates of deposit, with a shift towards financial bonds [5][30] - The monetary fund's net asset value reached approximately 14.63 trillion yuan, reflecting a seasonal growth trend [30] - The report anticipates continued expansion in the monetary fund sector, supported by the maturity of high-interest fixed deposits and regulatory adjustments favoring liquidity [30][31] Group 3 - The REITs market in China showed a cooling trend, with the CSI REITs Index declining by 3.8% and a significant drop in trading volume [6][8] - Despite the downturn, there are opportunities in the REITs market, particularly in defensive assets like rental housing and municipal infrastructure [8] - The report suggests a dual strategy of focusing on stable cash flow assets while exploring rebound opportunities in undervalued sectors [8] Group 4 - The coal-to-gas industry is experiencing a revival due to improved market pricing mechanisms and technological advancements, with 12 projects planned to produce a total of 440 billion cubic meters per year [9][10] - The report estimates that a coal-to-gas project with an annual output of 2 billion cubic meters could achieve a net profit of nearly 1.6 billion yuan under current pricing conditions [9] - The existing pipeline capacity for transporting gas from the west to the east is sufficient to accommodate the new coal-to-gas projects, facilitating regional price arbitrage [9] Group 5 - The report on Huamao Technology indicates a strong growth trajectory, with a projected increase in net profit from 300 million yuan in 2025 to 510 million yuan by 2027, driven by strategic acquisitions and market demand for AI-related products [11][17] - The company is expected to benefit from high growth in its optical module business, with significant revenue contributions anticipated from 800G and 400G products [17] - The acquisition of Fuchuang Youyue is expected to enhance Huamao's profitability and market position in the AI sector [11][17] Group 6 - The report on XGIMI Technology highlights a positive trend in domestic sales, with a revenue increase of 2.0% year-on-year, while overseas sales are expected to improve significantly due to strategic adjustments [18][34] - The company is focusing on expanding its commercial product line and leveraging its technological advantages to capture market share in the competitive landscape [34] - Profitability is projected to improve as the company reduces losses in its automotive segment and launches new commercial products [34] Group 7 - The report on Xinbao Co. indicates a decline in overseas sales due to macroeconomic pressures, while domestic sales have shown growth [19][36] - The company has managed to maintain profitability through effective cost control and operational efficiency, with a net profit increase of 7.1% year-on-year [19][37] - Future growth is anticipated as the company continues to optimize its operations and respond to market demands [19][38] Group 8 - The report on Guangfeng Technology indicates a challenging environment with a significant decline in revenue and profits, attributed to economic slowdown and increased competition [39] - The company is undergoing a critical transformation phase, focusing on core technologies and emerging business areas to establish new growth avenues [39]

本报讯(记者宋晓华)越来越多的外国消费者参与"双11"购物，开启一波"反向海淘"热。近日，一架装载 60余吨跨境电商货物的全货机航班从南京禄口国际机场出发，飞往波兰华沙。 "'双11'是对电商平台和口岸通关效率的大考。我们为跨境电商转关量身定制快审、快验、快放的通关 模式，确保电商商品'即到、即验、即放'。"南京禄口机场海关查验一科科长夏雅铭说。据统计，今年1 —10月，南京禄口机场海关监管进出口货运量7.20万吨，同比增长20.81%；其中出口跨境电商商品1.86 万吨，同比增长6.74%。 "今年'双11'活动开始以来，我们已经出口跨境电商货物527吨，同比增长168%。今年新开通的华沙航班 搭载的跨境电商货物就占到近七成，主要有消费品、小家电等。"伊兰特南京电子商务有限公司谢园园 说。 订单量的快速增长对海关监管效率提出更高要求。"双11"活动期间，跨境电商订单需在当天完成申报、 打包并发货，车辆集中出区的时间集中在晚上7—9时。常州海关提前制定了业务高峰期运行保障方案， 在跨境监管现场进行单证审核和实货查验，确保跨境电商货物快速出区、转运全国。吴江海关提前摸排 企业备货需求，定制通关计划，推行"提前审 ...