登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002846 证券简称：英联股份 公告编号：2025-049 本公司及全体董事会成员保证信息披露内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年6月30日。 四、其他情况说明 本次业绩预告是公司财务部门初步测算的结果，未经审计机构审计。具体财务数据将在公司2025年半年 度报告中详细披露。 敬请广大投资者谨慎决策，注意投资风险。 二、与会计师事务所沟通情况 广东英联包装股份有限公司（以下简称"公司"）已就业绩预告有关重大事项与会计师事务所进行了预沟 通，公司与会计师事务所在本报告期业绩预告方面不存在重大分歧。 本次业绩预告未经注册会计师审计。 三、业绩变动原因说明 报告期内公司快消品金属包装易开盖板块营收规模稳中有进，经营效益大幅改善。 公司易开盖产品全球化发展战略持续落地，受益于公司智能化、自动化设备的产能释放、产品品质的稳 定性、快速响应的供货能力等品牌优势进一步显现，易开盖板块的市场竞争力与盈利能力稳步提升，市 场规模稳步增长。此外，公司本期确认增值税加计抵减损 ...

Group 1 - The company expects a revenue of 974.02 million yuan for the current reporting period, representing a growth of 9.85% to 16.01% compared to the same period last year [1] - The net profit attributable to shareholders is projected to be between 23 million yuan and 28 million yuan, showing a significant increase of 360.57% to 460.70% year-on-year [1] - The net profit after deducting non-recurring gains is estimated to be between 17.5 million yuan and 22.5 million yuan, reflecting a substantial growth of 638.58% to 849.61% compared to the previous year [1] Group 2 - The company's revenue from the fast-moving consumer goods metal packaging easy-open lid segment has shown steady growth, with significant improvement in operational efficiency [2] - The global development strategy for easy-open lid products continues to be implemented, benefiting from the release of capacity from intelligent and automated equipment, product quality stability, and rapid supply response capabilities [2] - The company has confirmed that the VAT increment deduction has positively impacted the net profit for the current period [2]

Group 1 - The municipal government emphasizes the importance of integrating Xi Jinping's important speeches with local development strategies to ensure the realization of the grand vision for Zhengzhou [1][2] - The market supervision bureau aims to enhance service quality and create a fair competitive environment for enterprises, focusing on standardization and intellectual property protection [2][3] - The statistical bureau highlights the need for accurate data collection and analysis to support high-quality economic development [3] Group 2 - The cultural tourism and sports group plans to promote the integration of traditional arts with modern trends, enhancing the city's cultural brand [4] - The food industry, represented by companies like Shinian Food, is committed to food safety and innovation in product offerings to meet consumer demands [5] - The public transportation sector aims to improve service quality and efficiency, contributing to the overall development of Zhengzhou as a national central city [6]

编号：2025-005 证券代码：002416 证券简称：爱施德 深圳市爱施德股份有限公司 投资者关系活动记录表 | | √特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | | □现场参观 | √其他（券商策略会） | | 上市公司 | 副总裁兼董事会秘书吴海南先生 | | | | 投资者关系经理陈菲菲女士 | | | 接待人员 | | | | | 申万宏源—赵令伊 张蕴达 | | | | 天风证券—林毓鑫 | | | | 西部利得基金—林静、张昌平 | | | | 嘉实基金—张浩嵩 | | | | 汇添富基金—劳杰男 | | | | 天弘基金—刘莹 | | | | 建信基金—邵卓 | | | | 宏利基金—吴华 | | | | 永赢基金—胡亚新 | | | | 北京禧悦私募基金—王秀平 | | | 活动参与人员 | 明世伙伴私募基金—孙勇 | | | （排名不分先后） | 北京信弘天禾资管—谢茜茹 | | | | 中国人保资管—李哲超 | | | | 太平洋证券资管—白玉鹏 ...

Core Viewpoint - The traditional role of distributors in China's fast-moving consumer goods (FMCG) industry is undergoing a significant transformation, shifting from mere distributors to comprehensive operators, driven by changes in market dynamics and consumer behavior [2][4][38]. Group 1: Transformation of Distributors - Distributors are evolving from "merchants" to "operators," reflecting a shift in their responsibilities and value in the supply chain [2][4]. - The core competencies of distributors are changing from channel coverage and distribution to operational value, with a focus on empowering terminal businesses [4][38]. - The era of deep distribution, which has dominated for over 20 years, is being challenged as the market moves towards a more integrated and efficient distribution model [10][34]. Group 2: Market Dynamics - The shift in consumer behavior towards more autonomous choices is leading to a migration of traffic from brands to terminals [4][39]. - The rise of digital capabilities is driving a data-driven reconstruction of operations, emphasizing the importance of data in modern distribution [4][39]. - The traditional functions of distributors, such as promotion, order management, and delivery, are being fragmented and reassigned to new types of channel operators [16][29]. Group 3: New Channel Operators - Four new types of channel operators are emerging: B2B platform operators, suppliers, brand operators, and pallet operators, each taking on specific roles previously held by traditional distributors [15][16][20][29]. - B2B platform operators are becoming significant players, focusing on order and delivery services, while suppliers are emerging as direct providers to retailers [16][20]. - Brand operators are tasked with user operation and product promotion, indicating a shift towards a more integrated approach to managing consumer relationships [23][39]. Group 4: Future Outlook - The future of distributors is uncertain, with predictions that many will struggle to adapt to the new operational landscape, potentially leading to a decline in their traditional roles [13][38]. - The transition from distributors to operators is not just a change in name but reflects a fundamental shift in business strategy and market engagement [14][39]. - The industry is at a critical juncture where the ability to operate effectively in the new environment will determine the survival of many traditional distributors [38][40].

Core Viewpoint - Suning.com is divesting its stake in four Carrefour stores for a nominal price of 4 RMB, highlighting the challenges faced in the retail sector and the company's shift back to its core business of home appliances [2][4][6]. Group 1: Transaction Details - Suning.com announced the sale of 100% equity in Carrefour stores in Ningbo, Hangzhou, Zhuzhou, and Shenyang for 1 RMB each, resulting in these stores being excluded from its consolidated financial statements [2][3]. - The buyer is a newly established company, Shanghai Jiafu Qishi Enterprise Service Partnership, which is controlled by Youan Law Firm and is involved in debt restructuring [3][4]. Group 2: Financial Context - The four Carrefour stores have accumulated a total debt of approximately 1.76 billion RMB, with individual debts of 162 million RMB for Ningbo, 438 million RMB for Hangzhou, 100 million RMB for Zhuzhou, and over 1.06 billion RMB for Shenyang [4]. - As of the end of Q1 2023, these Carrefour stores had ceased operations and were classified as untrustworthy debtors [4]. Group 3: Strategic Shift - Suning.com is refocusing on its core business of home appliances and is streamlining non-core business units, which includes the divestiture of Carrefour [6][9]. - The company had previously acquired an 80% stake in Carrefour China for 4.8 billion RMB in 2019, but the retail environment has since deteriorated, leading to significant operational challenges [6][7]. Group 4: Market Performance - In 2023, only four Carrefour stores remain operational in China, indicating a drastic reduction from the 210 stores at the time of acquisition [5][6]. - Suning.com reported a revenue of 567.91 billion RMB in the previous year, with a net profit of 6.12 billion RMB, marking its first annual profit since 2020 [9][10]. Group 5: Industry Challenges - The retail sector, particularly supermarkets, is facing significant pressure due to changing consumer behaviors and external market conditions [4][6]. - Analysts suggest that the operational models of home appliances and supermarkets conflict, complicating Suning's expansion into unfamiliar retail sectors [7][10].

证券代码：002416 证券简称：爱施德 深圳市爱施德股份有限公司 投资者关系活动记录表 编号：2025-004 | | √特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 □现场参观 | □路演活动 √其他（券商策略会） | | 上市公司 | 副总裁兼董事会秘书吴海南先生 | | | 接待人员 | 投资者关系经理陈菲菲女士 | | | | 国泰海通证券—陈笑 西南证券—周杰 | | | | 国海证券—卢世伟 | | | | 东北证券—易丁依 | | | | 嘉实基金—张浩嵩 | | | | 鹏华基金—陈金伟 | | | 活动参与人员 | 国投瑞银基金—李研蓉 | | | | 光大保德信基金—唐钰蔚 | | | （排名不分先后） | 深商中汇控股—文郁葱 | | | | 弘源资本—何江威 | | | | 玖金投资—董迎 | | | | Jefferies—Jacky He | | | | Jefferies—Kelly Zou | | | | Manulife—Emily Liao | | | 时间 ...

2023/24 Interim Results Corporate Presentation For the 6 months to 31 October 2023 21 December 2023 Disclaimer This presentation and/or these materials have been delivered to you on the basis of your representation that you are a person into whose possession this presentation and these materials may be lawfully delivered in accordance with all applicable laws of the jurisdiction in which you are located and you may not, nor are you authorized to, deliver this presentation and these materials to any other pe ...

传统产业升级焕新智造赋能产业优化 针对纺织服装传统优势产业，本次出让新塘镇荔新公路北侧2宗一类工业用地。181012151220A25077号 地块，用地面积0.75公顷，计容建筑面积4.48万平方米，定位高端牛仔服饰数字化制造，整合面料研 发、智能生产、云仓物流等环节，打造新塘牛仔产业带"工业互联网+柔性快反"示范项目； 18101215122A25078号地块，用地面积0.78公顷，计容建筑面积4.65万平方米，规划建设集研发、生 产、销售于一体的智能化制造基地，通过数字技术重构产业价值链。 为贯彻落实"坚持产业第一、制造业立市"的战略部署，广州市增城区近期推出9宗工业用地挂牌出让公 告，通过拓展产业发展空间、强化重点领域要素保障，切实支持实体经济发展，为工业经济高质量发展 注入新动能。此次出让地块宗地面积达13.88公顷，计容建筑面积51.87万平方米，覆盖新型显示、服装 纺织、日用化学品、汽车零部件、智能设备、建筑及节能工程等多个领域，将有力推动产业集聚化、高 端化发展，进一步提升增城区产业发展承载力。 聚焦战略性新兴产业打造科技创新高地 在新型显示产业领域，本次推出仙村镇荔新公路北侧3宗工业用地。1 ...

Core Viewpoint - Xiamen Jihong Technology Co., Ltd. (Jihong Co.) has made a significant market debut, becoming the first "AI cross-border social e-commerce A+H stock" in the Hong Kong market, reflecting the strong momentum of China's cross-border e-commerce industry amid globalization and digitalization [1][3] Group 1: Company Performance - In 2024, Jihong Co. achieved impressive financial results with a revenue of 552.93 million yuan and a net profit of 18.19 million yuan [4] - The company's cross-border social e-commerce business generated revenue of 336.59 million yuan, becoming the core engine of its growth [4] - Jihong Co. ranks second in the Chinese B2C export e-commerce sector with a 1.3% market share [4] Group 2: Business Model and Strategy - Jihong Co. operates under a dual-driven business model, combining cross-border social e-commerce with paper packaging solutions [3][4] - The company employs a unique "goods find people" model, leveraging consumer data to identify needs and guide purchasing decisions, contrasting with the traditional "people find goods" approach [5][6] - The cross-border social e-commerce business accounted for 60.9% of total revenue in 2024, with a high gross margin of 60.5% [6] Group 3: Packaging Solutions - Jihong Co. is a leading provider of one-stop paper packaging solutions, integrating various processes from design to logistics [8][9] - The company holds a 1.2% market share in the Chinese paper packaging sector, ranking first in revenue among domestic companies [9] - The paper packaging market in China is projected to grow from 1,456 billion yuan in 2020 to 1,703 billion yuan in 2024, with expectations to reach 2,227 billion yuan by 2029 [9] Group 4: Environmental and Market Trends - The company is positioned to benefit from increasing environmental awareness and stringent ESG policies, which are reshaping the packaging industry [10][11] - Jihong Co. has seen its paper packaging output rise from 846.7 million square meters in 2022 to 1,026.1 million square meters in 2024 [11] - The company has established partnerships with major brands like Yili and McDonald's, enhancing its market presence [12] Group 5: Future Outlook - Jihong Co. aims to transition from merely "cross-border selling" to "brand output," with a target to increase brand business contribution to 30% by 2027 [13] - The company's strategic focus includes leveraging AI technology and expanding its brand matrix to explore new valuation opportunities [14]