越南多种货物对日本出口保持良好增长：纺织品出口达46亿美元，同比增长 6.1%；运输设备及配 件达33亿美元，同比增长8.6%；木材及木制品出口达22亿美元，同比增长23.3%；手机及配件出口达17 亿美元，同比增长17.7%；鞋类出口达16亿美元，同比增长19%。 此外，越南农林水产品出口日本持续保持强劲增长：咖啡出口达6.11亿美元，同比增长46.6%；腰 果出口达8560万美元，同比增长34.7%；胡椒出口达2700万美元，同比增长25.9%。 相反，越南自日本进口主要集中于满足越南国内生产和出口需求：计算机、电子产品及配件进口达 83.47亿美元，同比增长24.06%；机械、设备及配件进口达48.86亿美元，同比增长21.69%。这两类产品 占越南自日本进口总额约54%，反映出两国经济在区域供应链中的紧密联系。 （原标题：2025年越南与日本双边贸易额超500亿美元） 《税务、海关在线》1月9日报道，越南对日本出口达268亿美元，同比增长8.8%；自日本进口达 247亿美元，同比增长14.1%。 ...

快递员往来穿梭、 无人机空中送货、 天量包裹发往何处？华强北210多家物流站点数据显示： 国内包裹六成发往珠三角、长三角、京津冀； 记者获悉深圳华强北—— 这条仅长930米的"中国电子第一街" 当日发送国内外包裹量 超过367万件 创下新纪录 电子屏上实时行情闪烁…… 12月24日 "华强北快递包裹年发货超10亿件、日均超300万件，一条街的包裹量相当于一个内地省级行政区。"华 强北街道办事处副主任杜涵涵介绍，这些包裹国内和国际市场六四开，覆盖183个国家和地区，货值突 破千亿元大关，进出口超400亿元。 海外包裹近年则形成"北美、东盟、中东、欧洲、拉美"多元布局。 "市内90分钟达、国内两天达、周边国家3天达、全球主要城市7天达"，从华强北泛起的经济涟漪扩散全 球，全球电子信息产业风向标名不虚传。 货如轮转，客似云来。华强北日均客流70余万人次，超7000是外国客商。 布隆迪客商阿卜达拉填好包裹单，把刚采购的手机配件发往家乡市场。"这些产品在家乡很受欢迎，这 两年已有5位朋友跟着我来这里做生意。"他高兴地说。细数华强北包裹订单，传统的手机及配件占据半 壁江山；随着AI应用兴起，更带动无人机、TWS耳机、AI ...

Group 1 - The core point of the article is that *ST Boda (SH 600130) held its 15th meeting of the 9th board of directors on December 8, 2025, via communication voting, where it reviewed the proposal regarding the land acquisition of its wholly-owned subsidiary, Suizhou Boda Electronics Co., Ltd [1] - For the first half of 2025, *ST Boda's revenue composition is as follows: mobile phones and accessories account for 34.52%, vehicle central control panels for 25.76%, smart devices for 22.31%, other businesses for 14.48%, and miscellaneous for 2.93% [1] - As of the time of reporting, *ST Boda's market capitalization is 3.1 billion yuan [1]

Group 1 - The core point of the news is that *ST Boda (SH 600130) announced the release of share pledges by its controlling shareholder, Boda Technology Group, which held approximately 126 million shares, accounting for 16.79% of the total shares. The release involved 94 million shares, representing 74.63% of the shares held by the shareholder and 12.53% of the total shares of the company [1] - After the release of the pledged shares, Boda Technology Group no longer has any pledged shares in the company [1] - For the first half of 2025, *ST Boda's revenue composition is as follows: mobile phones and accessories account for 34.52%, vehicle central control panels account for 25.76%, smart devices account for 22.31%, other businesses account for 14.48%, and other business segments account for 2.93% [1] Group 2 - As of the report, *ST Boda has a market capitalization of 3.2 billion yuan [2]

Core Insights - Vietnam's total imports in October 2025 reached $39.44 billion, reflecting a 1% decrease from the previous month [1] Import Data Summary - The top ten imported goods in October 2025 included: - Computers, electronic products, and accessories: $13.1 billion, down 6% from the previous month [1] - Machinery, equipment, tools, and accessories: $5.28 billion, down 2.3% [1] - Fabrics: $1.28 billion, down 1.9% [1] - Mobile phones and accessories: $1.2 billion, up 0.1% [1] - Common metals: $1.03 billion, up 16.7% [1] - Plastic raw materials: $1 billion, down 0.4% [1] - Steel: $996 million, up 23.9% [1] - Plastic products: $950 million, down 2.9% [1] - Steel products: $731 million, up 0.3% [1] - Chemicals: $720 million, up 10.1% [1]

Core Viewpoint - *ST Boda, a well-known mobile and smart device manufacturer in China, has been facing challenges in revenue and profit rankings within its industry, indicating potential areas for improvement in its business operations and market positioning [1][2]. Group 1: Business Overview - *ST Boda was established in July 1995 and listed on the Shanghai Stock Exchange in July 2000, with its headquarters in Ningbo, Zhejiang Province [1]. - The company specializes in traditional mobile phone and motherboard R&D, production, and sales, and has recently expanded into smart devices such as vehicle locators and facial recognition systems [1]. Group 2: Financial Performance - For Q3 2025, *ST Boda reported revenue of 329 million yuan, ranking 84th out of 88 in its industry, significantly lower than the top competitors, with the industry leader, Industrial Fulian, generating 603.93 billion yuan [2]. - The company's net profit for the same period was 4.50 million yuan, placing it 68th in the industry, again far behind leaders like Industrial Fulian, which reported a net profit of 22.52 billion yuan [2]. Group 3: Financial Ratios - As of Q3 2025, *ST Boda's debt-to-asset ratio was 13.41%, an increase from 9.90% the previous year, but still below the industry average of 44.84%, indicating lower debt pressure [3]. - The company's gross profit margin was 13.50%, slightly up from 13.36% year-on-year, but below the industry average of 19.47%, suggesting room for improvement in profitability [3]. Group 4: Executive Compensation - The chairman, Xu Lihua, received a salary of 80,000 yuan in 2024, an increase of 8,400 yuan from 2023 [4]. - The general manager, Zhang Zhangxuan, earned 1.0466 million yuan in 2024, a slight decrease from the previous year [4]. Group 5: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 13.05% to 51,300, while the average number of circulating A-shares held per shareholder increased by 15.01% to 14,600 [5].

Company Summary - *ST Boda announced on October 9 that as of September 30, 2025, it has repurchased approximately 1.81 million shares through centralized bidding, accounting for 0.2415% of the total share capital, with a maximum purchase price of 3.3 CNY per share and a minimum price of 3.27 CNY per share, totaling approximately 5.94 million CNY [1][1][1] - As of the first half of 2025, the revenue composition of *ST Boda is as follows: mobile phones and accessories account for 34.52%, vehicle central control panels account for 25.76%, smart devices account for 22.31%, other businesses account for 14.48%, and other business segments account for 2.93% [1][1][1] - The current market capitalization of *ST Boda is 2.9 billion CNY [1][1][1]

Core Insights - Vietnam's total export value reached 42.67 billion USD in September 2025, reflecting a month-on-month decrease of 1.7% [1] Export Categories - The top ten export categories in Vietnam for the month included: - Computers, electronic products, and accessories: 10.59 billion USD - Machinery, equipment, and accessories: 5.6 billion USD - Mobile phones and accessories: 5.4 billion USD - Textiles: 3.26 billion USD - Footwear: 1.7 billion USD - Transportation means and accessories: 1.38 billion USD - Wood and wood products: 1.36 billion USD - Fruits and vegetables: 1.31 billion USD - Toys and sports equipment: 1.06 billion USD - Seafood: 1.01 billion USD [1]

Core Viewpoint - Indigo Star (08373) announced a delay in the publication and distribution of its 2024 annual results and report due to additional documentation requests from auditors regarding the revenue cycle management and internal control procedures of its subsidiary engaged in mobile phone and accessories trading [1] Group 1 - The auditors have requested further documentation, which is expected to delay the completion of the 2024 annual performance audit [1] - The company is preparing supplementary documents to assist the auditors in completing the outstanding audit work for the 2024 annual performance [1] - The audited full-year performance for 2024 is anticipated to be released by November 17, 2025, or earlier [1] Group 2 - The uncertainty surrounding the 2024 annual performance may impact the announcement of the group's interim results for the period ending June 30, 2025 [1] - The release of the 2025 interim results is expected to be delayed and will occur shortly after the publication of the 2024 annual performance [1] - The company will notify shareholders and potential investors regarding the release of the 2025 interim results in due course [1] Group 3 - The company's shares remain suspended from trading [1]

Core Insights - Vietnam's total imports reached $291.97 billion by the end of August 2025, with imports from China accounting for $117.93 billion, representing 40.4% of the total [1] Import Breakdown - The top five imported goods include: - Computers, electronic products, and accessories: $33.48 billion, a year-on-year increase of 43.7% [1] - Machinery, equipment, tools, and accessories: $24.8 billion, a year-on-year increase of 34.4% [1] - Fabrics: $6.81 billion, a year-on-year increase of 4% [1] - Mobile phones and accessories: $6.07 billion, a year-on-year increase of 12% [1] - Plastic products: $4.3 billion, a year-on-year increase of 31.9% [1]