每经头条（nbdtoutiao）——北大医药董事长徐晰人被抓前，警方去集团厂区调查过！内部人士：集团 资产被其处置，巨额资金去向不明 （记者 曾健辉） 每经AI快讯，*ST波导（SH 600130，收盘价：4.22元）11月11日晚间发布公告称，宁波波导股份有限公 司控股股东波导科技集团股份有限公司持有公司无限售条件流通股约1.26亿股，占公司股份总数的 16.79%。本次解除质押股份94,000,000股，占其所持本公司股份的74.63%，占本公司股份总数的 12.53%。本次解除质押股份后，波导科技集团所持公司股份已无质押。 2025年1至6月份，*ST波导的营业收入构成为：手机及配件占比34.52%，车载中控板占比25.76%，智能 设备占比22.31%，其他占比14.48%，其他业务占比2.93%。 截至发稿，*ST波导市值为32亿元。 ...

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].

每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 （记者 王瀚黎） 每经AI快讯，*ST波导（SH 600130，收盘价：3.92元）10月9日晚间发布公告称，截至2025年9月30日， 公司以集中竞价交易方式已累计回购股份约181万股，占公司总股本的比例为0.2415%，购买的最高价 为3.3元/股、最低价为3.27元/股，支付的金额约为594万元。 2025年1至6月份，*ST波导的营业收入构成为：手机及配件占比34.52%，车载中控板占比25.76%，智能 设备占比22.31%，其他占比14.48%，其他业务占比2.93%。 截至发稿，*ST波导市值为29亿元。 ...

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]

Core Insights - Despite the high tariffs imposed by the U.S., China's export engine remains robust, heading towards a record trade surplus of $1.2 trillion [1] - China has successfully diversified its export markets, with significant increases in exports to India, Africa, and Southeast Asia, compensating for reduced sales to the U.S. [1][3] - The competitive nature of Chinese exporters has allowed them to absorb some of the tariff impacts and adapt by shifting production to lower tariff countries [1][3] Trade Dynamics - China is currently the largest trading partner for over half of the world's countries, with only a few, like Mexico, openly adopting punitive measures against Chinese products [3] - Many countries are hesitant to engage in trade conflicts with China, likely influenced by ongoing negotiations with the U.S. [3][4] - Countries like South Africa and Brazil are opting for investment rather than punitive tariffs against Chinese products, indicating a preference for collaboration [4] Export Performance - In the first seven months of the year, Chinese electric vehicle exports, including brands like BYD and NIO, reached a total value of over $19 billion, maintaining levels from the previous year despite EU tariffs [6] - China's exports to India reached a record $12.5 billion last month, driven by the demand for components and products, showcasing the interdependence in supply chains [5] - The depreciation of the Chinese yuan has further enhanced the competitiveness of Chinese exports, with the currency at its lowest effective exchange rate since December 2011 [5] Economic Indicators - In the first half of the year, China's total goods trade reached 21.79 trillion yuan, with exports growing by 7.2% to 13 trillion yuan, while imports fell by 2.7% [7] - The overall performance of China's foreign trade is seen as resilient, with a focus on maintaining growth amidst rising global protectionism [7][8]