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苏州老板入局家居,12个月进账80亿
21世纪经济报道· 2025-10-08 08:15
记者丨何己派 编辑丨鄢子为 俞敏洪的一名前部下,正缔造一个全球性家居平台。 大健云仓 董事长吴雷,早年入职新东方,担纲在线业务负责人,其后,转战大件商品跨境B2B交易,获得巨大成功。 总部在苏州的大健云仓,其过去12个月的GMV(截至6月),已达到100亿元量级,其收入则达80亿元左右。 今年以来,全球贸易环境波动,吴雷团队同样受到冲击。 "二季度初,我们面临来自主要采购国关税上调的问题……前所未有的不确定,很快导致整个生态系统中断。"吴雷8月在业绩会透露。 生意遭遇波折,吴雷已率队加速开拓欧洲市场,其全球版图仍在持续扩张。 遭遇逆风 "大健云仓",顾名思义,关乎两个概念"大件"和"云仓"。 吴雷琢磨的,是做好中间商,让家具、汽车配件等大件商品,高效流通。 其生意连接两头,一头是上游的Seller(卖家),即工厂/贸易商,拥有货权、不擅销售;一头是下游的Buyer(买家),即零售/批发渠道商, 其无需支付货柜成本。 跟小件相比,卖大件商品属于高风险、高投入的生意。其占地空间大,作业费用、仓储、尾程费用高,最怕库存积压,一旦滞销,风险和压力 倍增。 吴雷团队摸索出"供应链前置"的模式——供应商提前选款生产,把货 ...
苏州老板入局家居,12个月进账80亿
俞敏洪的一名前部下,正缔造一个全球性家居平台。 10月6日,大健云仓收盘,录得小幅增长,市值站稳10亿美元,过去5个月其估值翻倍。 董事长吴雷,早年入职新东方,担纲在线业务负责人,其后,转战大件商品跨境B2B交易,获得巨大成功。 总部在苏州的大健云仓,其过去12个月的GMV(截至6月),已达到100亿元量级,其收入则达80亿元左右。 今年以来,全球贸易环境波动,吴雷团队同样受到冲击。 "二季度初,我们面临来自主要采购国(包括越南、中国和马来西亚)关税上调的问题……前所未有的不确定,很快导致整个生态系统中断。"吴雷8月在 业绩会透露。 生意遭遇波折,吴雷已率队加速开拓欧洲市场,其全球版图仍在持续扩张。 遭遇逆风 "大健云仓",顾名思义,关乎两个概念"大件"和"云仓"。 吴雷琢磨的,是做好中间商,让家具、汽车配件等大件商品,高效流通。 其生意连接两头,一头是上游的Seller(卖家),即工厂/贸易商,拥有货权、不擅销售;一头是下游的Buyer(买家),即零售/批发渠道商,其无需支付 货柜成本。 跟小件相比,卖大件商品属于高风险、高投入的生意。其占地空间大,作业费用、仓储、尾程费用高,最怕库存积压,一旦滞销,风险和 ...
尼日利亚300美元免税政策:对中国外贸及跨境电商的影响
Sou Hu Cai Jing· 2025-09-30 12:11
尼日利亚 | | | 2025 年 1-4 月中国与尼日利亚双边贸易情况 | | | | --- | --- | --- | --- | --- | | | | | 单位:亿美元 | | | 奏别 | 4 月 | | 1-4月累计 | | | | 亿美元 | 同比(%) | 亿美元 | 同比(%) | | 讲出口 | 22. 92 | 36.00% | 80. 08 | 20. 40% | | 自尼进口 | 1.42 | -26.00% | 6.77 | -27. 80% | | 对尼出口 | 21. 50 | 44. 00% | 73. 31 | 28. 30% | 在此背景下,尼日利亚免税门槛的大幅提升不仅直接降低了中国商品进入非洲市场的成本,更为中国跨境电商企业打开了通往 2.2 亿人口市场的新通道。尼 日利亚这一政策变化的具体内容、实施细则以及对中国外贸和跨境电商的多重利好影响 2025 年 9 月,尼日利亚海关总署(NCS)正式实施新的 De Minimis 政策,将免税进口门槛从原来的 5 万奈拉(约 120 美元)大幅提高至 300 美元(约 45 万 奈拉); 这一政策调整在非洲贸易史上具有里 ...
莫让“注水”订单透支汽车行业未来|电讯评论
Xin Hua She· 2025-09-30 03:55
2025年9月30日 新手厨用电讯 江经开区大港港区江面沿 影,异过龙门吊林立,汽笛 声不时从运方传来。今年 大 1−8 月大港港区集装箱右 吐量 31.86 万标箱,同比 增长 13.02% , 港口及关 联企业税收 9858 万元, 同日增长 24.1%。 江 河 得长江与大运河交汇 之利,日韓唐以末, 高末禮 根北上去 - 北大成都 簡,南北看歌 資産 今,由待遊園美寶館 今,由待遊園头裝卸到如 代建产协同,偏定以后从 产、产域融合,镇江经开区 持续放大"黄金水道"的 棒球迷大" "黄金数益" 以港为媒:大宗 货物"落地成产 近日,来自澳大利亚 的"PIGI"号开普巨轮装 载 10 万吨快矿石稳稳值 祖。鄭龍机舒展巨寶。 石鹸抓斗精准擴至樓 張.故送到中國主義的 鄭國四丁卡江流政府 矿石混配加工基地,在 的化绿色加工后销往全国 有管党的钢硕企业。 走进这个年产能的 500 万吨的基地,头顶上 覆盖看一旦无际的的结构 体量的矿石转运,需要活 真人才 - 程自动化加工,进出科均为封团传送 你看看看好我们 | 神猫口自天 | 在哪里看看看 | 你 我,我们我 打下载 | 2017 | 你看看 | 你 | 我 ...
国产汽车“出海”添新通道 上海南港码头新开澳新直航班轮航线
Zhong Guo Xin Wen Wang· 2025-09-29 09:23
据悉,新增航线精准匹配中澳新能源汽车贸易需求。近期,中国工业和信息化部等八部门联合印发《汽 车行业稳增长工作方案(2025—2026年)》,明确2025年新能源汽车销量目标约1550万辆(同比增长20%左 右),并提出保持汽车出口稳定增长的要求。与此同时,澳大利亚新能源汽车市场正迎来发展窗口期: 该国政府发布《国家电动交通战略》,设定2030年新能源汽车占新车销售30%的目标;设立"清洁交通 基金",通过购置税收优惠、直接补贴激活市场需求;出台《国家电动交通行动计划》,明确2027年实 现该国充电桩数量翻倍。 中新网上海9月28日电 (陈静韩静)28日,由中国航运企业运营的澳新班轮直航航线在上海南港码头迎来 首航。该航线聚焦澳大利亚、新西兰市场,新增运力与航线布局将进一步拓宽国产汽车的"出海"物流通 道。 此次首航的"维京翡翠"轮(马绍尔群岛籍)为4300车位的汽车滚装船。据船方介绍,本航次共装载2330件 货物,涵盖多个品牌新能源汽车、少量工程车与汽车配件,将驶向澳大利亚墨尔本、肯布拉、布里斯班 等港口。 为保障首航各环节高效顺畅,洋山边检站提前对接船方、码头运营企业、相关汽车制造企业及航线运营 企业等单位 ...
中国重汽跌2.05%,成交额1.61亿元,主力资金净流出1675.55万元
Xin Lang Cai Jing· 2025-09-25 05:34
资金流向方面,主力资金净流出1675.55万元,特大单买入816.98万元,占比5.06%,卖出680.84万元, 占比4.22%;大单买入3387.06万元,占比20.99%,卖出5198.75万元,占比32.22%。 中国重汽今年以来股价涨3.70%,近5个交易日涨2.08%,近20日跌6.78%,近60日跌4.23%。 9月25日,中国重汽盘中下跌2.05%,截至13:13,报17.19元/股,成交1.61亿元,换手率0.79%,总市值 201.96亿元。 资料显示,中国重汽集团济南卡车股份有限公司位于山东省济南市莱芜区莱城大道777号,成立日期 1998年9月28日,上市日期1999年11月25日,公司主营业务涉及重型载重汽车、专用汽车、重型专用车 底盘、客车底盘、汽车配件的制造及销售业务。主营业务收入构成为:整车销售79.34%,配件销售 20.52%,其他0.14%。 责任编辑:小浪快报 中国重汽所属申万行业为:汽车-商用车-商用载货车。所属概念板块包括:中字头、冷链物流、车联网 (车路云)、整车、中盘等。 截至6月30日,中国重汽股东户数3.57万,较上期增加0.78%;人均流通股32951股, ...
AutoZone(AZO) - 2025 Q4 - Earnings Call Transcript
2025-09-23 15:02
Financial Data and Key Metrics Changes - Total sales for the quarter were $6.2 billion, up 0.6% compared to the previous year on a 17-week basis, and up 6.9% on a 16-week basis [20] - Earnings per share (EPS) decreased by 5.6% for the quarter, but adjusted for the previous year's extra week, EPS grew by 1.3% [7][20] - The company faced a non-cash $80 million LIFO charge, which negatively impacted gross margin and EPS [7][27] - Excluding the LIFO charge, EPS would have increased by 8.7% on a 16-week basis [8] Business Line Data and Key Metrics Changes - Domestic commercial sales grew by 12.5% on a 16-week basis, while domestic retail same-store sales increased by 2.2% [5][8] - International same-store sales were up 7.2% on a constant currency basis, but faced a currency headwind resulting in a lower unadjusted comp of 2.1% [8][20] - DIY average ticket growth was 3.9%, while traffic count decreased by 1.9% [11][25] Market Data and Key Metrics Changes - Domestic same-store sales growth was 4.8%, with a sales cadence showing improvement throughout the quarter [9][10] - The company opened 90 net new domestic stores and 51 international stores during the quarter [15][16] - The international store count reached 1,030, with plans for continued expansion [17] Company Strategy and Development Direction - The company aims to continue aggressive store openings, targeting 325-350 new stores in FY 2026 [36][84] - Focus areas for FY 2026 include growing share in the domestic commercial business and maintaining momentum in international markets [39][41] - Investments in technology and supply chain improvements are prioritized to enhance customer service and operational efficiency [18][41] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about sales growth and market share gains, particularly in the domestic commercial sector [9][16] - The company anticipates continued inflationary pressures but remains committed to maintaining gross margins [57][88] - Management highlighted the importance of customer service and execution in driving future growth [39][41] Other Important Information - The company generated $511 million in free cash flow for the quarter and $1.8 billion for FY 2025 [32] - The liquidity position remains strong, with a leverage ratio of 2.5x EBITDA [33] - The company repurchased $447 million of its stock during the quarter, with $632 million remaining under its buyback authorization [34] Q&A Session Summary Question: Inflation expectations for the fiscal first quarter - Management expects inflation to be at least 3% and possibly higher, depending on market conditions and tariffs [47] Question: Growth in discretionary categories - Management noted that discretionary categories have shown growth for the first time in a while, indicating potential consumer recovery [48] Question: LIFO charge projections - Management anticipates a LIFO charge of approximately $120 million for the first quarter, with subsequent quarters expected to be around $80 million to $85 million [54][56] Question: SG&A growth dynamics - Management clarified that SG&A growth is primarily due to investments in new stores, which typically mature over four to five years [59][60] Question: Price elasticity concerns - Management believes that while there may be some price elasticity, the essential nature of their products means customers will continue to purchase despite price increases [68][88] Question: Growth opportunities in Mexico - Management sees significant growth potential in Mexico, with plans to accelerate store openings and expand market share [75][79]
盛德鑫泰:9月22日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-22 12:09
Group 1 - The core point of the article is that Shengde Xintai (SZ 300881) held its 15th meeting of the third board of directors on September 22, 2025, to discuss the notice for the second extraordinary shareholders' meeting of 2025 [1] - For the year 2024, Shengde Xintai's revenue composition is as follows: steel pipes account for 76.21%, auto parts account for 18.91%, and steel grating accounts for 4.88% [1] - As of the time of reporting, Shengde Xintai has a market capitalization of 3.8 billion yuan [1]
金钟股份(301133) - 301133金钟股份投资者关系管理信息20250919
2025-09-19 10:54
Group 1: Company Overview - The company, Guangzhou Jinzhong Automotive Parts Co., Ltd., is listed under stock code 301133 and is known for its automotive parts production [1] - As of June 30, 2025, the total number of shareholders is 9,861 [3] Group 2: Production and Technology - The company has implemented automation in production, including the use of unmanned injection molding workshops and intelligent mechanical arms [2] - The North American factory has entered the mass production phase, enhancing local production capabilities for North American clients [3] - The company is expanding its production base in Thailand to target Southeast Asian markets and improve supply chain flexibility [3] Group 3: Market Strategy and Partnerships - The company is actively pursuing overseas production to optimize its global layout, with a focus on North America and Southeast Asia [3] - It has established long-term partnerships with various well-known automotive manufacturers, covering both traditional and new energy vehicle sectors [3] - The company is exploring opportunities in the robotics sector, having secured a project for robot torso shells with a leading domestic humanoid robot company [4] Group 4: Financial Performance and Future Outlook - The company reported improved operational performance in the mid-year report compared to the first quarter, indicating a positive trend for 2025 [3] - Future developments in carbon fiber composite products for drone applications are being prioritized, with initial sales already recorded [3]
特朗普使毒计,逼欧盟与华一换一,冯德莱恩听旨,欧洲人当场懵了
Sou Hu Cai Jing· 2025-09-17 06:56
Core Points - The article discusses a surprising intervention by former President Trump during a closed-door EU meeting, where he proposed a 100% tariff on China and India due to their continued purchase of Russian energy, which he claims funds Putin's war efforts [1][3] - Trump's strategy involves encouraging the EU to take the lead on these tariffs, reminiscent of his 2018 trade war tactics, while allowing the U.S. to maintain flexibility [3] - The EU representatives displayed significant internal divisions regarding Trump's proposal, with Eastern European countries supporting it, while Germany and France expressed concerns about its potential economic repercussions [3][4] Group 1 - Trump's demand for the EU to impose tariffs on China and India was met with shock and confusion among EU representatives [1] - The proposal is seen as a strategic move to disrupt the potential cooperation between China, India, and Russia, while also aiming to curb the use of the yuan in energy transactions [4][5] - The U.S. administration had prepared a detailed list of major export categories from China and India, indicating that this was a well-planned initiative rather than a spontaneous suggestion [3] Group 2 - Despite Trump's call for sanctions, EU countries continue to import significant amounts of Russian gas, highlighting a double standard in U.S. policy [4] - The article notes that Trump's tariffs have already increased the average annual expenditure for American households by $1,300, suggesting that new tariffs could exacerbate this financial burden [5] - EU Commission President Ursula von der Leyen faces challenges, with 75% of EU citizens believing she should resign due to perceived damage to European interests from trade agreements [5]