汇百川之力，绘共赢蓝图，启时代新篇。2025年12月，梦饷科技母婴居家商家大会在上海盛大启幕。本 次大会汇聚了巴拉巴拉、森林与孩子、全棉时代、罗莱家纺、无印良品等众多行业领军品牌，共同深入 剖析母婴居家行业的现状与未来趋势，为行业高质量发展注入新动能。 当前，私域电商正加速重塑行业格局，成为品牌实现确定性增长的关键引擎。梦饷科技CFO弭洪军指 出，相较于公域电商，私域电商在多元用户触达、用户资产沉淀与精细化运营、内容驱动品牌信任、以 及长期粉丝关系构建等方面具备显著优势。依托过去八年在供应链整合与店主生态建设方面的深厚积 累，梦饷科技将持续赋能商家，助力其实现长期、稳定、可持续的业绩增长。 展望2026年，梦饷科技将聚焦"好货为王、内容升级、AI赋能、持续增长"四大核心维度，全面开放生态 合作，链接多元化流量形态，携手合作伙伴共建"赢饷力"生态体系。 在AI赋能方面，梦饷科技CTO王军介绍了平台围绕AI战略所取得的阶段性成果。经过一年的系统化建 设，平台已构建覆盖智能客服、个性化推荐、内容生成、业务审核等多场景的智能体应用矩阵，并已在 内部各业务线实现规模化落地，显著提升运营效率，成为公司数字化转型的重要支撑 ...

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].