Core Insights - The conference held by DreamX Technology in December 2025 focused on the current state and future trends of the maternal and infant home industry, gathering leading brands to analyze the industry's high-quality development [1] - Private domain e-commerce is reshaping the industry landscape and is seen as a key engine for brands to achieve stable growth, with significant advantages over public domain e-commerce [1][3] - DreamX Technology aims to empower merchants for sustainable performance growth by leveraging its eight years of experience in supply chain integration and store owner ecosystem development [1] Industry Trends - The maternal and infant home industry is undergoing a transformation from "quantity accumulation" to "quality leap," facing challenges such as slowing brand growth and intensified competition, while also presenting new opportunities driven by consumer upgrades [4] - The Z generation parents are becoming the main consumer force, leading to trends like "self-consumption" and "in-depth consumption," which demand higher functional, emotional, and cultural value from products [4] - The children's clothing market is expected to grow at a compound annual growth rate of 6% from 2026 to 2028, with functional and emotional products becoming popular [6] - The maternal and infant standard products market is projected to reach 4.6 trillion yuan by 2025, maintaining a steady growth rate of around 7% [6] Company Strategy - DreamX Technology's 2026 core strategy for the maternal and infant sector focuses on four directions: scenario-based, emotional, professional, and precision marketing, with specific product categories identified for growth [7] - The company plans to enhance its marketing efforts through various events and campaigns throughout the year, providing rich marketing scenarios and traffic support for merchants [7] - DreamX Technology aims to deepen its support for merchants through strategic resource allocation and collaboration, helping brands achieve sales breakthroughs during key marketing periods [7] Success Stories - Brands like Turtle Daddy and Puxi have achieved significant growth on the DreamX platform by optimizing their strategies and adapting quickly to platform rules, showcasing the effectiveness of private domain operations [8] - DreamX Technology serves as a core bridge connecting maternal and infant brands with consumers, leveraging its extensive private domain operation experience and efficient supply chain integration capabilities [8]

Core Viewpoint - DeLi Co., Ltd. has experienced a significant stock price increase of 105.37% year-to-date, despite a recent decline of 2.09% on November 6, 2023, with a current share price of 8.42 yuan [1]. Financial Performance - For the period from January to September 2025, DeLi Co., Ltd. reported a revenue of 1.187 billion yuan, representing a year-on-year decrease of 11.07%. The net profit attributable to shareholders was -89.80 million yuan, a decline of 174.12% compared to the previous year [2]. - The company has cumulatively distributed 20.42 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3]. Stock Market Activity - As of November 6, 2023, DeLi Co., Ltd. had a market capitalization of 3.3 billion yuan, with a trading volume of 31.87 million yuan and a turnover rate of 1.25% [1]. - The stock has appeared on the "龙虎榜" (Dragon and Tiger List) eight times this year, with the most recent appearance on October 20, 2023, where it recorded a net buy of -38.58 million yuan [1]. Shareholder Information - As of October 17, 2023, DeLi Co., Ltd. had 15,300 shareholders, with an average of 19,517 circulating shares per shareholder, showing no change from the previous period [2]. Business Overview - DeLi Co., Ltd. is located in Fengyang County, Chuzhou City, Anhui Province, and was established on October 16, 2002. It was listed on April 12, 2011. The company's main business includes the research, production, and sales of daily glassware, with revenue composition as follows: 72.96% from wine and water utensils, 12.70% from other utensils, 11.65% from kitchenware, 1.57% from photovoltaic glass, and 1.11% from other sources [1].

Core Insights - The 138th China Import and Export Fair (Canton Fair) has opened its second phase in Guangzhou, attracting over 190,000 overseas buyers as of October 23, 5 PM [3][4][6]. Group 1 - The event is a significant platform for international trade, showcasing various products, including kitchenware [3][4]. - The high attendance of overseas buyers indicates strong interest in Chinese products and potential growth in export opportunities [3][6].

Core Insights - The 138th Canton Fair's second phase features over 10,000 enterprises showcasing "home goods" to seek business opportunities [1] Group 1: Event Overview - The event highlights a significant participation of over 10,000 companies, indicating a robust interest in the home goods sector [1] - Various product categories are represented, including daily ceramics, kitchenware, and furniture, attracting a diverse range of buyers [2][3][5][10][12][16] Group 2: Buyer Engagement - Buyers are actively engaging with exhibitors across different product categories, such as kitchenware and ceramics, demonstrating strong market demand [2][5][8][10][12] - The fair serves as a platform for procurement, allowing buyers to select products directly from manufacturers [3][16]

Group 1 - The opening of the Shenzhen-Zhongshan Corridor has significantly enhanced the connectivity between Shenzhen and Zhongshan, reshaping the economic landscape of the Guangdong-Hong Kong-Macao Greater Bay Area [1][5] - The corridor has facilitated the integration of administrative services, with the number of services available through the "Shenzhen-Zhongshan Joint Office" increasing to 735 [1] - Zhongshan is evolving from a location-based advantage to a functional upgrade, becoming a strategic hub in the Greater Bay Area [1] Group 2 - The collaboration between Shenzhen and Zhongshan in cross-border e-commerce has intensified, with initiatives like the "Shenzhen-Zhongshan Cross-Border Direct Train" series promoting effective links between Shenzhen's e-commerce resources and Zhongshan's local industries [2][3] - Events such as the "Cross-Border New Trends Development Conference" have provided platforms for local enterprises to showcase their products, enhancing communication and cooperation between the two cities [3][4] - Zhongshan's cross-border e-commerce sector is transitioning from geographical connectivity to ecological integration, positioning itself as a preferred destination for Shenzhen's e-commerce resources [4] Group 3 - The Shenzhen-Zhongshan Corridor has accelerated the flow of resources, enabling a "Shenzhen R&D + Zhongshan Transformation" model that boosts the overall operational efficiency of enterprises [5][6] - The corridor has reduced travel time between Shenzhen and Zhongshan from two hours to approximately 30 minutes, facilitating seamless business operations and reducing costs for companies [5][6] - A collaborative mechanism focusing on industrial chain cooperation and cluster development has been established, with plans for a 66 square kilometer Shenzhen-Zhongshan Economic Cooperation Zone [6][7] Group 4 - The ongoing empowerment of the Shenzhen-Zhongshan Corridor is unlocking significant potential for industrial complementarity, leading to a more integrated innovation ecosystem [7]

Core Insights - The third "French Table Art Exhibition" will be held in Guangzhou from May 15 to 16, 2025, showcasing 12 luxury French brands in the fields of cutlery, crystal decorations, kitchenware, and textile arts, highlighting the unique charm of French table art and hospitality [1][4]. Group 1: Event Overview - The exhibition marks the first time the "French Table Art Exhibition" is held in Guangzhou, a city known as a culinary hub in the Pearl River Delta, providing new opportunities for French table art brands [4]. - The exhibition features a carefully curated space that combines traditional craftsmanship with modern aesthetics, presenting collectible works from 12 French brands in table art, home textiles, and interior decoration [4]. Group 2: Exhibition Experience - The exhibition space, designed by Stéphanie SALLETTE, is themed "The Flow of Seasons: A Symphony of Senses," offering an immersive experience through interactive installations and sensory zones, reflecting the French pursuit of quality and elegance [7]. - The event aims to facilitate deep commercial connections among professionals from the hotel, catering, and high-end home industries, promoting dialogue between Chinese and French table art sectors [7]. Group 3: Market Context - Business France, the organizer, aims to promote the internationalization of the French economy and assist French companies in expanding their export businesses, highlighting the rapid growth of the table art market in China as a unique opportunity for French brands [10]. - France ranks second in table art exports to China, following Japan, with French products gaining market appeal due to their exceptional quality and rich cultural heritage [10]. Group 4: Cultural Exchange - Throughout the exhibition, participants will engage in activities related to table setting and culinary experiences, deepening their understanding of French dining art and showcasing the cultural connections between China and France [12].