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顺丰净利润首次超百亿元;lululemon受到美国高通胀冲击;金价续刷新高丨百亿美元公司动向
晚点LatePost· 2025-03-29 11:41
顺丰 2024 年归母净利润超百亿元。 2024 年,顺丰营收同比上升 10% 至 2844 亿元,归母净利润上升 24% 至 102 亿元,归母净利率同 比提高 0.4 个百分点。 占总营收 43% 的主要业务 "时效快递" 已经稳定,增长有限,仅录得 6% 的同比增长率,占营收 10% 的 "经济快递" 又面对通达系的激烈竞争,国际化成为顺丰寄予希望的新增长点。 顺丰于 2010 年开始做跨境业务,于 2021 年以 176 亿港币的价格,收购东南亚物流企业嘉里物流 51.5% 的股权。去年 11 月,已在深圳交易所上市的顺丰在香港联交所再次上市,募资 53 亿元,称 要依托港股,更好地发展国际业务、优化国际品牌形象。 公司在年报中公布了这笔资金的用途:45% 用来加强国际及跨境物流能力;35% 用来提升在中国 的物流网络及服务;10% 用来研发先进技术及数字化解决方案,升级供应链、实施 ESG;10% 作 为营运资金。 2024 年,顺丰的 "供应链及国际业务" 营收同比增长 18% 至 705 亿元,占总营收的比重同比提高 1.6 个百分点。但这笔钱里包含一部分面向国内客户提供的供应链解决方案收入。顺 ...
314Ah半固态电池产品首次量产
中关村储能产业技术联盟· 2025-03-28 08:53
Core Viewpoint - The article highlights the launch of Guangdong's first semi-solid state battery production line, which marks a significant advancement in the new energy storage sector within the Guangdong-Hong Kong-Macao Greater Bay Area, showcasing the transition from technological breakthroughs to industrialization [2][4]. Group 1: Production and Technology - The newly launched production line has achieved the world's first mass production of a large-capacity 314Ah semi-solid state battery, providing safer and more efficient energy solutions for various storage scenarios [4][6]. - The 314Ah semi-solid state battery exhibits enhanced safety features, including a significant increase in the thermal runaway initiation temperature and improved thermal and cycling stability, ensuring safe operation in extreme environments [6][8]. - The production line aims to create a closed-loop ecosystem encompassing research, production, and application, focusing on the collaborative development of supporting industries such as separator materials and production equipment [4][8]. Group 2: Industry Development and Strategic Importance - The Guangdong provincial government has identified the new energy storage industry as a strategic pillar of the manufacturing sector, aiming to build a comprehensive energy storage ecosystem, with the province's storage industry chain currently ranking among the top in the country [4][6]. - The collaboration between Guangdong Energy Group and Beijing Weilan New Energy Technology Co., Ltd. aims to leverage advanced solid-state battery technology to accelerate the development of the semi-solid and all-solid-state battery industry chain in Guangdong [8]. Group 3: Application Scenarios - The 314Ah semi-solid state battery is suitable for a wide range of applications, including energy storage for grid-side, 5G base stations, commercial and industrial sectors, data centers, new energy commercial vehicles, rail transit, electric engineering machinery, and electric ships, particularly excelling in urban energy storage scenarios due to its safety advantages [6].
每日速递|1月中国磷酸铁锂出口量同增916%
高工锂电· 2025-03-27 12:23
特朗普 对进口汽车 加征25%关税 02 当地时间3月26日,美国总统特朗普在白宫签署行政令,宣布对所有进口汽车征收25%关税。相 关措施将于4月2日生效。 特朗普称,汽车关税将会是永久的。他表示,如果在美国制造汽车,则 无需缴纳关税。 314Ah大容量半固态电池量产 03 3月27日,珠海卫蓝半固态电池产线投产仪式在珠海举行。该产线是广东首条半固态储能电池产 线,实现全球首次314Ah大容量半固态电池量产。 ◆ 电池 ◆ 前捷威动力核心团队进驻LG新能源 01 近期LG新能源引入了前捷威动力的核心团队, 团队的总规模在200人左右,涵盖研发、生产、销 售等不同职能。 今年3月,第一批约20位捷威动力前员工已陆续入职LG新能源南京工厂,主要从 事研发岗位。 ◆ 材料 ◆ 天赐材料新能源材料产业园项目 落地枝江 01 3月26日,天赐材料与枝江市人民政府在广州成功举行新能源材料产业园项目签约仪式。 天赐材 料此次与枝江合作,将投资建设新能源材料产业园,聚焦锂离子电池关键材料研发与生产。项目落 地后,将进一步强化宜昌"磷矿资源-新能源材料-电池产业链"闭环优势,助力区域打造重量级新 能源产业集群。 湖北一年产10 ...