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东莞传统制造企业做网络营销的乱象
Sou Hu Cai Jing· 2025-10-08 05:41
既有实力,又有决心,为什么就是做不起来呢?原来可怜之人,确有可恨之处。A公司最大的问题,是没有规 划。品牌没规划,产品没规划,团队没规划,渠道也没有规划。规划不明,所以思想不一,从老板到文员,各唱 各的调。思想不统一,所以士气不振,接私单、做私活、开私店,屡见不鲜,管理层如何管得了? 某公司,在东莞某地(不要问我是哪家工厂,反正不是我们,我们在开平),有几家分厂,占地过万平,工人号 称上千,少说也有七百。老板姓王,虽然是大叔一枚,思想却很新潮,微博、微信都玩得溜溜转。王总坦言,公 司以OEM为主,出口占了9成,这几年来试水内销,却做得不咸不淡,所以决心放弃传统渠道,"未来只做出口和 电商"。王总的话铿锵有力。可是我一看销售报表,一颗心却从天上掉到地下。 王总之所以缺乏整体规划,并不是不舍得花钱。电商课程听了不少,各式各样的专家也请来不少,还花了十几万 大洋,将天猫商城交给TP运营。该托管商走马观了个花,胸口一拍,定下了160万的指标,结果天猫商城每月开 直通车就要烧掉6千,但平均月销量不超过两万。要做聚划算,坑位费花了4万,销量也是4万,赚的还不够花的。 王总要求提前解约,对方提出不能退托管费和服务费,王总一 ...
美股异动|阿里巴巴股价三连阴 市场忧虑重重
Xin Lang Cai Jing· 2025-10-07 23:31
Group 1 - Alibaba's stock price has been under pressure, with a single-day decline of 3.15% and a cumulative drop of 4.23% over the past three days, raising investor concerns amid increased volatility in other Chinese stocks [1] - The Nasdaq Golden Dragon China Index's decline has exacerbated market pessimism, while Wall Street is wary of the potential economic impact of a federal government shutdown, increasing overall market uncertainty [1] - Alibaba faces intensified competition in the domestic market, particularly in the e-commerce sector, where rivals are employing various innovative and pricing strategies to capture more market share [1] Group 2 - The company is undergoing internal restructuring to enhance operational efficiency and responsiveness in a complex market environment, but investor sentiment remains cautious regarding the short-term benefits of this restructuring [1] - External macroeconomic factors, including the Federal Reserve's monetary policy and fluctuations in the US dollar, significantly impact Alibaba's stock price and international capital flows [2] - Geopolitical uncertainties and changes in US-China relations may also affect Alibaba's international business expansion [2]
美联储降息后,最超预期的市场竟是它?
Ge Long Hui· 2025-10-05 10:08
2025年金融圈最炸的消息,不是美股创新高,也不是比特币又抽风,而是港股,这个被很多人遗忘 的"老演员",居然在美联储降息后,单月暴涨突破26000点,创下近四年新高! 更夸张的是,恒生科技 指数一天飙出4%的涨幅,把同期磨磨唧唧的A股和美股都甩出几条街。 有人在这场狂欢里提前布局,赚到"手软"。南向资金9月净买入超1600亿,全年破万亿,内资像不要钱 一样往里冲。但也有不少人一脸懵:港股不是一直"要死不活"吗?怎么突然就"起飞"了?其实这波行情 不是意外,而是美联储降息+AI业绩爆发+估值低到离谱三重buff叠满的结果,现在看懂还来得及上车! 先搞懂:港股为啥突然"杀"回来了? 要聊港股,绕不开美联储。这个全球资本的"总闸门",一动,全世界的钱都得跟着转。 9月,美联储终于扛不住压力,降息25个基点。消息一出,市场立马"炸锅"。别看只是25个点,这可是 全球流动性转向的信号!钱不再死守美元,开始往外找机会。而港股,正好站在"便宜+成长"的交叉口 上,成了这波资金的首选目的地。 国内的感受最直接。南向资金像开了闸一样往里灌,9月净买入1600亿,全年破万亿,创历史天量。这 哪是"布局"?这根本是"抢筹"!而且 ...
新华锦:聘任孙慧敏担任公司副总裁兼财务总监职务
Mei Ri Jing Ji Xin Wen· 2025-10-02 04:34
Group 1 - The core point of the article is the announcement by Xinhua Jin (SH 600735) regarding the dismissal of its Vice President and Chief Financial Officer, Cao Xu, and the appointment of Sun Huimin as the new CFO [1] - The decision to dismiss Cao Xu was made after considering various factors and was approved unanimously by the board during the third meeting of the 14th Board of Directors [1] - The company reported its revenue composition for the first half of 2025, with hair products accounting for 61.93%, e-commerce for 21.37%, textiles for 14.87%, others for 1.81%, and graphite for 0.01% [1] Group 2 - As of the report, Xinhua Jin has a market capitalization of 2.4 billion [1]
中国市场智见-透视中国股市近期上涨的基本面动因
2025-09-30 02:22
Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **MSCI China Index** and its performance in the context of the Chinese stock market, highlighting its recent structural improvements and growth potential [1][2][3]. Core Insights and Arguments - The **MSCI China Index** has shown a **48% cumulative return** over the past 12 months, with a **38% year-to-date return**, second only to South Korea's **50%** [1][9]. - The **earnings growth** has been a significant driver of market returns, contributing positively for three consecutive years since 2023: **0.6%** in 2023, **5.0%** in 2024, and **3.2%** in 2025 [2][13]. - The **profitability trend** has stabilized, with a notable shift in leading sectors, particularly in **internet, finance, and technology**, which now dominate the index [2][24]. - The **earnings revision breadth (ERB)** turned positive in August 2025, making MSCI China one of the only two major markets globally to exhibit this trend [18][24]. Future Outlook - The outlook for **sustainable earnings growth** is optimistic, particularly in key sectors such as **internet, technology, pharmaceuticals, and automotive** [3][40]. - The **banking sector** remains an exception with negative revisions, but its impact on overall earnings growth is expected to be limited [3][40]. - The **e-commerce sector** is anticipated to see a reduction in profit downgrades as price competition peaks in Q3 2025 [3][40]. Important but Overlooked Content - The report emphasizes the **structural improvements** in the Chinese market, including a recovery in **return on equity (ROE)** and a shift towards high-quality large-cap stocks [14][24]. - The **MSCI China forward P/E ratio** increased from **8.7x** in August 2024 to **12.3x** in September 2025, reflecting a **42%** rise, indicating a revaluation based on improved fundamentals [14]. - The **internet, finance, and technology sectors** collectively account for **76.9%** of the MSCI China Index, up from **70.4%** in 2022, highlighting a significant shift in market composition [24][26]. - The **expected contributions** to total earnings per share (EPS) from key sectors for 2025 and 2026 are projected to be around **80%**, with the internet sector expected to regain its leading position in EPS growth by 2026 [26][31]. This comprehensive analysis provides a detailed understanding of the current state and future potential of the Chinese stock market, particularly through the lens of the MSCI China Index.
新华锦:聘任孙慧敏担任公司副总裁兼财务总监职务
Mei Ri Jing Ji Xin Wen· 2025-09-29 10:01
Group 1 - The company announced the dismissal of Mr. Cao Xu from the position of Vice President and Chief Financial Officer, effective immediately, and he will no longer hold any position within the company [1] - Ms. Sun Huimin has been appointed as the new Vice President and Chief Financial Officer, nominated by the company's President, Ms. Meng Zhaojie, and approved by the board [1] - The company's revenue composition for the first half of 2025 is as follows: hair products account for 61.93%, e-commerce for 21.37%, textiles for 14.87%, others for 1.81%, and graphite for 0.01% [1] Group 2 - As of the report, the company's market capitalization stands at 2.4 billion yuan [1]
易点天下:9月26日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-26 11:43
截至发稿,易点天下市值为152亿元。 2025年1至6月份,易点天下的营业收入构成为:应用和娱乐代理及其他占比68.16%,电商类占比 31.34%,其他业务占比0.49%。 每经AI快讯,易点天下(SZ 301171,收盘价:32.25元)9月26日晚间发布公告称,公司第五届第三次 董事会会议于2025年9月26日在公司会议室以现场与通讯相结合的方式召开。会议审议了《关于全资孙 公司出售参股企业股权暨关联交易的议案》等文件。 每经头条(nbdtoutiao)——5年增长33倍,这类新险种卖爆了,身边很多人都需要,30多家险企蜂拥而 入⋯⋯ (记者 曾健辉) ...
解码江苏“十三太保” | 宿迁:“霸王故里”如何从苏北洪水走廊变身电商之都
Guan Cha Zhe Wang· 2025-09-22 00:01
【文/观察者网 林铃锦】 9月20日,苏超倒数第二轮的比赛上,宿迁队在主场3:1完胜扬州。 宿迁与淮安、连云港均为四胜、三平、四负积15分,由于净胜球优势,宿迁暂居第七。目前的积分榜 上,除了前四格局基本锁定,淘汰赛八强的后四席仍扑朔迷离,悬念将在最后一轮才见分晓。 前十二轮江苏苏超积分榜变动情况,目前的第五名至第九名都有晋级可能。 局势错综复杂的苏超赛场,恰似两千多年前风起云涌的秦末乱世。 当时,天下英雄豪杰蜂起,其中最耀眼、最悲情的西楚霸王,就诞生于宿迁(秦时称下相)这片土地。 "神勇无二"的项羽何以霸位不终? 秦二世元年(公元前209年),少年项羽随叔父项梁起兵吴中,加入反秦大业。 万死一生之际,项羽无惧危局,挺身而出,劫杀犹疑不进的"卿子冠军"宋义,率兵北上救赵。巨鹿一 战,身先士卒的项羽引兵渡河后沉舟誓众,以示不留后路,楚军战士随之踊跃当先,以一当十,九战后 破灭秦军主力,作壁上观的诸侯无不惴恐叹服。 一举扭转天下局势后,鸿门宴上虽然刘、项集团之间一度剑拔弩张,秦亡善后会盟时,项羽仍以绝对的 威望,主持裂土分封,自领九郡,东返彭城,自号西楚霸王。 随后的楚汉相争中,项羽四面出击,所当者破,所击者服, ...
智利在区域电商物流链中表现突出
Shang Wu Bu Wang Zhan· 2025-09-16 16:31
智利《三点钟报》9月12日报道,智利电商市场数字销售额正以两位数增长。根据 全球研究机构Mordor Intelligence的数据,到2030年,该国电商市场规模将突破240亿美 元。康德公司的研究显示,网购习惯已深入人心——近几个月77%的智利人曾通过电商 平台购物。跨境购物同样保持增长态势,中国平台占据主导地位:据圣地亚哥商会 (CCS)测算,这些平台占据了智利消费者国际交易量的55%。根据圣地亚哥商会 (CCS)在第七届"时尚在线"研讨会上公布的数据,截至2025年4月,速卖通以27%的 偏好度稳居智利消费者最青睐的海外供应商榜首。速智利物流企业Starken作为速卖通 智利合作伙伴荣获速卖通颁发的"2025最佳质量合作伙伴"奖,成为南美地区首个获此殊 荣的运营商。 (原标题:智利在区域电商物流链中表现突出) ...
港股异动丨宝尊电商拉升大涨近20%,创逾2年新高
Ge Long Hui· 2025-09-12 02:15
宝尊电商-W(9991.HK)今日表现强势,盘中拉升大涨近20%,报11.91港元,股价创2023年8月以来新高。隔夜美股市场宝尊电商收涨超12%报4.46美元, 折算成港股市场价格为11.36港元/股。 宝尊电商8月底公布的业绩显示,2025年第二季度净收入26亿,同比增长7%;其中电商板块净收入22亿,同比增长3%;品牌管理板块净收入4亿,同比增 长35%;综合产品销售毛利润2.8亿,同比增长28%;调整后集团经营利润为5,900万,同比增长489%。 9月初,宝尊电商根据公司2022年股权激励计划向九名承授人授出12.9万份限制性股份单位奖励。 ...