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宝尊电商上涨2.3%,报2.67美元/股,总市值1.57亿美元
Jin Rong Jie· 2025-07-07 13:51
本文源自:金融界 财务数据显示,截至2025年03月31日,宝尊电商收入总额20.64亿人民币,同比增长4.27%;归母净利 润-6308.0万人民币,同比增长5.34%。 资料显示,宝尊电商有限公司创立于2007年,宝尊集团是中国品牌电商服务行业的领导者、先行者及数 字商业赋能者。目前宝尊集团约有8000员工,业务遍及东亚、东南亚、欧洲、北美等多个国家和地区,服 务全球各行各业超过450家品牌。宝尊集团旗下三大业务线,分别是宝尊电商(BAOZUN E-COMMERCE, 简称BEC),宝尊品牌管理(BAOZUN BRAND MANAGEMENT,简称BBM),以及宝尊国际(BAOZUN INTERNATIONAL,简称BZI)。三大业务线齐头并进,践行集团高质量可持续业务发展的目标,秉承"科技 成就商业未来",不断赋能品牌合作伙伴,助力宝尊迈向又一个发展新阶段。立足为品牌提供面向全球、面 向未来的服务和产品,宝尊正在不断创新,向着全球供应链的上游迈进。值此集团成立15周年之际,展现宝 尊国际品牌形象的全新企业宣传片正式上线。该片从品牌视角出发,展示宝尊在品牌数字商业生命周期 的各个环节,为客户提供更丰富和更 ...
宝尊电商上涨2.4%,报2.56美元/股,总市值1.50亿美元
Jin Rong Jie· 2025-07-01 14:31
本文源自:金融界 作者:行情君 7月1日,宝尊电商(BZUN)盘中上涨2.4%,截至22:16,报2.56美元/股,成交12.64万美元,总市值1.50亿 美元。 财务数据显示,截至2025年03月31日,宝尊电商收入总额20.64亿人民币,同比增长4.27%;归母净利 润-6308.0万人民币,同比增长5.34%。 资料显示,宝尊电商有限公司创立于2007年,宝尊集团是中国品牌电商服务行业的领导者、先行者及数 字商业赋能者。目前宝尊集团约有8000员工,业务遍及东亚、东南亚、欧洲、北美等多个国家和地区,服 务全球各行各业超过450家品牌。宝尊集团旗下三大业务线,分别是宝尊电商(BAOZUN E-COMMERCE, 简称BEC),宝尊品牌管理(BAOZUN BRAND MANAGEMENT,简称BBM),以及宝尊国际(BAOZUN INTERNATIONAL,简称BZI)。三大业务线齐头并进,践行集团高质量可持续业务发展的目标,秉承"科技 成就商业未来",不断赋能品牌合作伙伴,助力宝尊迈向又一个发展新阶段。立足为品牌提供面向全球、面 向未来的服务和产品,宝尊正在不断创新,向着全球供应链的上游迈进。值此集团成立 ...
小米YU7开售3分钟大定突破20万台,雷军称坚决不打价格战;张勇等9人退出阿里合伙人;王兴兴:宇树目前年度营收超过十亿元丨邦早报
创业邦· 2025-06-27 00:04
完整早报音频,请点击标题下方小耳机收听 【雷军:小米YU7 正式上市,还有小米MIX Flip 2、小米AI眼镜及众多全生态新品】 6月26日晚,小 米召开人车家全生态发布会。小米集团创始人、董事长兼CEO雷军在发布会上表示,小米在手机、汽 车、芯片等多个领域都取得了重大的突破,为进一步强化小米的技术能力,未来五年(2026—2030 年), 小米 再投入2000亿元研发费用。 【阿里合伙人组织瘦身,核心管理层年轻化】 6 月 26 日晚,阿里巴巴集团发布年报显示,合伙人组 织瘦身,总数从 26 人精简至 17 人,更聚焦业务一线负责人,核心管理层进一步年轻化。根据最新 披露的名单, 9 位人士退出阿里合伙人组织,其中有人目前不在业务一线岗位,有人已经离开阿里巴 巴公司。每年阿里合伙人名单都会略有调整,当工作岗位或年龄变化,都会自动退出合伙人。现任合 伙人更加聚焦业务一线,除了集团主席、 CEO 之外,还包括电商事业群首席执行官蒋凡、高德地图 发布会上,除小米新车外,小米还"一口气 " 发布了13款产品。 备受关注的小米AI眼镜,定价 1999 元起 ;小折叠手机、平板、手表、手环、开放式耳机、洗地机、扫地机 ...
张勇等9人退出阿里合伙人!阿里巴巴最新年报公布
第一财经· 2025-06-26 14:59
2025.06. 26 本文字数:884,阅读时长大约2分钟 作者 | 第一财 经 陈杨园 "今天的阿里巴巴,正在以创业者的姿态,开启面向AI时代的全新征程。"股东信的最后,蔡崇信、 吴泳铭再度强调,阿里巴巴必须抱着从零开始的心态,像创业公司一样思考和行动。 微信编辑 | 夏木 6月26日,阿里巴巴集团(BABA.NYSE/09988.HK)发布2025财年年报,同时,阿里巴巴集团董 事长蔡崇信、阿里巴巴集团CEO吴泳铭发布《致股东的信》。 "未来十年,最大的增量和变量都是以AI为核心的驱动力带来的变革。"蔡崇信、吴泳铭在年报致股 东信中表示,打造领先的AI模型,追求模型智能能力的上限和边界,同时建设具备AI技术服务能力、 全球竞争力的云计算网络,是阿里把"AI+云"塑造成未来新增长引擎的机会。 过去一个财年,阿里退出高鑫零售、银泰百货等资产,继续向主营业务电商、云聚焦,阿里大文娱更 名为虎鲸文娱,虎鲸文娱、高德等业务陆续实现单季度盈利。股东信中,阿里再度重申了两个战略重 点,"用户为先""AI驱动",要将"用户为先"贯穿于所有互联网平台业务,将AI视为业务增长的核心 驱动力,也是面向未来发展的最大机遇之一。 ...
消费领域投融资周报(6月16日-6月22日):华之杰上市
Sou Hu Cai Jing· 2025-06-23 08:45
据亿欧数据统计,上周(2025年6月16日-2025年6月22日)共披露192起投融资事件,涉及143家国内企 业,49家国外企业,融资总额约2327.76亿元。 数量TOP1为医疗健康领域,金额TOP1为低碳领域。 其中,消费领域共披露24起投融资事件,涉及21家国内企业,3家国外企业,融资总额约122.22亿元。 (更多行业投融资数据可查看:亿欧数据) 国内消费领域共有1家企业上市,3家企业被并购,17家企业获投,融资总额约28.94亿元。 1.华之杰上市,该公司总部位于中国江苏省,是一家电动工具及零配件供应商; 2.百植萃被Judydoll橘朵并购,前者总部位于中国上海市,是一家医用护肤品牌; 3.宇顺被华诺星空并购,前者总部位于中国湖南省,是一家液晶显示器研发服务商; 4.上海森彩贸易被广州彩格并购,前者总部位于中国上海市,是一家箱包贸易服务商; 5.杭州贝康国际完成5.75亿人民币Pre-IPO融资,投资方为GIMM、JKKB、SS Morgan、华夏基金,本轮 融资金额在本年度所有Pre-IPO融资中排名前5%。杭州贝康国际总部位于中国浙江省,是一家母婴护理 服务商; 6.贝康国际完成5.75亿人 ...
宝尊电商上涨2.12%,报2.89美元/股,总市值1.69亿美元
Jin Rong Jie· 2025-06-16 13:46
6月16日,宝尊电商(BZUN)开盘上涨2.12%,截至21:30,报2.89美元/股,成交1.3万美元,总市值1.69亿 美元。 作者:行情君 财务数据显示,截至2025年03月31日,宝尊电商收入总额20.64亿人民币,同比增长4.27%;归母净利 润-6308.0万人民币,同比增长5.34%。 资料显示,宝尊电商有限公司创立于2007年,宝尊集团是中国品牌电商服务行业的领导者、先行者及数 字商业赋能者。目前宝尊集团约有8000员工,业务遍及东亚、东南亚、欧洲、北美等多个国家和地区,服 务全球各行各业超过450家品牌。宝尊集团旗下三大业务线,分别是宝尊电商(BAOZUN E-COMMERCE, 简称BEC),宝尊品牌管理(BAOZUN BRAND MANAGEMENT,简称BBM),以及宝尊国际(BAOZUN INTERNATIONAL,简称BZI)。三大业务线齐头并进,践行集团高质量可持续业务发展的目标,秉承"科技 成就商业未来",不断赋能品牌合作伙伴,助力宝尊迈向又一个发展新阶段。立足为品牌提供面向全球、面 向未来的服务和产品,宝尊正在不断创新,向着全球供应链的上游迈进。值此集团成立15周年之际,展现 ...
光大证券晨会速递-20250616
EBSCN· 2025-06-16 00:45
2025 年 6 月 16 日 晨会速递 分析师点评 市场数据 总量研究 【宏观】关税来袭,哪些出口产品逆风而上?——《见微知著》第二十四篇 我们根据不同维度关税视角下的量价分析,寻找更具出口韧性的产品。长期视角看, 具备技术壁垒、产品差异化的产品在长期关税冲击中展现更强定价权,形成"量价同 涨+依赖度提升"的良性循环。短期视角看,出口下降具有普遍性,更多韧性通过转 口贸易体现,高依赖产品的海外替代效应较弱,可以关注相关进口商补库需求。综合 来看,电机和电气设备、有机化合物、杂项制品、鞋靴等行业更具韧性。 【策略】中东局势动荡对资产价格有何影响?——策略周专题(2025 年 6 月第 2 期) 以色列对伊朗发动打击事件对于 A 股以及港股整体而言影响或许也不会很大。一方 面,历史来看,中东局势紧张时 A 股及港股所受影响均较小。另一方面,中东地区在 我国的进出口份额中占比也较低,冲突本身对于国内经济的影响较弱。行业层面,短 期或可"以静制动",继续关注原有主线,中长期则需观察冲突的持续性。若冲突持 续时间短,可更多关注成长,反之则关注资源品、交运及红利板块等。 【债券】促信贷还有"撒手锏"——2025 年 6 ...
吉宏股份登陆港交所,成为印刷包装板块首家 “A+H”上市企业
Sou Hu Cai Jing· 2025-05-29 11:48
Core Viewpoint - Jihong Co., Ltd. successfully listed on the Hong Kong Stock Exchange on May 27, 2025, becoming the first "A+H" listed company in the printing and packaging industry, with its stock price opening at HKD 11 per share and experiencing intraday gains exceeding 60% [2] Group 1: Company Overview - Jihong Co., Ltd. was established in 2003 and has expanded its business from packaging to cross-border social e-commerce, forming a dual-driven development model [2] - The company aims to use the funds raised from its Hong Kong listing for overseas market expansion, brand portfolio enhancement, and development of existing proprietary brands [2] - Jihong Co. has been listed on the Shenzhen Stock Exchange since 2016 and provides one-stop paper packaging products and services for fast-moving consumer goods (FMCG) companies [2] Group 2: Financial Performance - In 2024, Jihong Co. reported revenue of approximately CNY 5.529 billion, a year-on-year decline of 17.41%, and a net profit attributable to shareholders of approximately CNY 182 million, down 47.28% year-on-year [3] - The decline in performance was attributed to factors such as overall economic conditions, frequent exchange rate fluctuations, reduced consumer confidence, and increased market competition [3] Group 3: Business Strategy and Market Position - In the cross-border social e-commerce sector, Jihong Co. utilizes AI algorithms to analyze overseas markets, create user profiles, and conduct targeted advertising on platforms like Meta, TikTok, and Google [5] - The company has a reputation for capitalizing on market trends, having engaged with various hot topics such as blockchain, masks, and the metaverse, earning the nickname "trend-surfing expert" [5] - Jihong Co. plans to advance its global strategy by expanding overseas operations and establishing packaging production bases, aiming to provide innovative and sustainable products and services [7]
吉宏股份(002803):业绩持续高增 看好东南亚电商市场爆发
Ge Long Hui· 2025-05-28 17:20
Core Viewpoint - The company is experiencing a reversal in its cross-border e-commerce business, with a significant decline in 2024 revenues but a promising outlook for 2025 and beyond due to strategic positioning in the Southeast Asian market and advancements in AI technology [1] Financial Performance - In 2024, the company achieved a total revenue of 5.529 billion yuan, a year-on-year decrease of 17.41% - The net profit attributable to shareholders was 182 million yuan, down 47.28% year-on-year - The packaging business generated revenue of 2.010 billion yuan, remaining stable [1][1][1] - In Q1 2025, the company reported revenue of 1.477 billion yuan, an increase of 11.55% year-on-year, and a net profit of 59.16 million yuan, up 38.21% year-on-year - The gross margin for the quarter was 45.63%, an increase of 5.01 percentage points year-on-year, while the net margin was 4.23%, up 1.24 percentage points year-on-year [1][1][1] Market Opportunities - The Southeast Asian e-commerce market is rapidly expanding, with a market size of 234 billion USD and a compound annual growth rate of 22% - The demographic trend shows that over 50% of the population in key Southeast Asian countries is under 35 years old, driving demand for quality and cost-effective products [1][1] - The company derives 70% of its revenue from Southeast Asia and Northeast Asia, positioning itself favorably against trade wars and tariffs [1][1] Strategic Initiatives - The company has been actively exploring partnerships in neighboring countries and prioritizing regions with favorable tariffs and demographic advantages [1] - Since establishing its cross-border social e-commerce business in 2017, the company has focused on enhancing data analysis capabilities and AI technology to improve operational efficiency [1] - The company aims to leverage its robust information infrastructure and increasing sample sizes to create a unique competitive edge through "data + intelligent algorithms" [1][1] Profit Forecast - Revenue projections for 2025-2027 are estimated at 6.650 billion, 7.681 billion, and 8.906 billion yuan, with net profits attributable to shareholders expected to be 301 million, 396 million, and 486 million yuan respectively, maintaining a "buy" rating [1][1]
【动态】吉宏股份在港交所成功上市:跨境社交电商+包装龙头
Sou Hu Cai Jing· 2025-05-28 00:12
Core Viewpoint - Xiamen Jihong Technology Co., Ltd. (referred to as "Jihong Co., Ltd." 002803.SZ) has officially listed on the Hong Kong Stock Exchange, marking a significant milestone as the first A+H listed company in Xiamen and the fifth A-share company to list on the Hong Kong Stock Exchange this year [1][4]. Company Overview - Jihong Co., Ltd. was established on December 24, 2003, and was listed on the Shenzhen Stock Exchange on July 12, 2016. The company specializes in providing integrated services including marketing strategy, product design, process design, technical planning, transportation, and logistics [5]. - The company operates 10 large packaging production bases across China and has established close partnerships with clients such as Yili and Luckin Coffee. In 2022, it was ranked 5th among the "Top 100 Printing and Packaging Enterprises in China" by Printing Manager magazine [5]. IPO Details - The IPO involved a global offering of H-shares with a base issuance of 67.91 million shares, raising approximately HKD 519 million (around RMB 478 million). The funds will be used for overseas market expansion, technology development, and brand portfolio enhancement [4]. - Upon opening, Jihong Co., Ltd.'s shares surged to HKD 11 per share, a 43.23% increase from the issue price of HKD 7.68, and reached a peak increase of 52.34% at HKD 11.70 [1]. Business Performance - For the years 2022 to 2024, Jihong Co., Ltd. projected revenues of RMB 5.376 billion, RMB 6.695 billion, and RMB 5.529 billion, respectively. The cross-border e-commerce business is expected to contribute RMB 3.107 billion, RMB 4.257 billion, and RMB 3.366 billion, accounting for 57.8%, 63.6%, and 60.9% of total revenue [10]. - The company ranks second among B2C export e-commerce companies in China with a market share of 1.3% and holds the first position in the domestic paper packaging market for fast-moving consumer goods with a market share of 1.2% [10]. Future Plans - Jihong Co., Ltd. aims to expand its business footprint in Asia, particularly in Indonesia and Vietnam, while also planning to steadily enter the European market and explore high-growth potential regions in Latin America [11].