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从顺丰同城的ESG报告,看即时配送的效率与温度双螺旋
环球网· 2025-04-29 11:21
【环球网财经综合报道】一键下单,即时达——近年来我国即时配送行业迅猛崛起。2023年订单量达420亿 单,用户规模超7亿人次,2024年订单规模预计突破480亿单,正加速向千亿级迈进。 《2024年中国即时配送行业趋势白皮书》指出,行业高速增长源于供需两端协同变革:流量渠道多元化与 即时零售业态融合,餐饮供给扩容、全品类覆盖及下沉市场数字化,催生增量空间;C端配送场景与时段延 伸,倒逼服务时效与品质升级;AI、无人机等新技术应用,则显著提升运营效率与响应速度。多维度创新 合力驱动行业跃迁。 在此过程中,顺丰同城以稀缺的独立第三方定位广泛连接上游流量及需求,通过细化全场景服务模式、推 进AI智能化和无人配送技术等多方面持续引领行业发展。4月28日,顺丰同城发布2024年度ESG报告,从责 任治理、绿色运营、员工发展、骑手关怀、社会贡献及服务创新六大维度,系统展现了可持续发展实践成 果。 AI+无人技术赋能,构建高效绿色配送网络 作为中国规模最大的第三方即配平台,顺丰同城积极响应国家"双碳"战略,将绿色可持续发展理念深度融 入核心运营体系。在配送领域,顺丰同城不仅采用环保电动载具,更依托城市物流系统(CLS)与A ...
康哲药业分拆德镁医药上市背后:不融资的资本运作 母公司业绩增长失速急甩包袱?
新浪证券· 2025-04-29 10:45
Core Viewpoint - Kangzheng Pharmaceutical is planning to spin off its subsidiary, Demai Pharmaceutical, which focuses on skin health, for independent listing on the Hong Kong Stock Exchange. This move raises questions about whether it is a strategic decision or an attempt to offload a loss-making entity [1][4]. Group 1: Spin-off Details - The spin-off will involve a distribution of 90.8% of Demai's shares to existing shareholders, with no new stock issuance for financing. This allows shareholders to directly hold shares of Demai and benefit from independent valuation premiums [1][2]. - Demai Pharmaceutical has shown revenue growth from 384 million yuan in 2022 to 618 million yuan in 2024, but its losses have also increased from 55.17 million yuan to 106 million yuan during the same period [2][3]. Group 2: Financial Performance - Demai's gross margin for prescription drugs is projected to decline from 76.6% in 2023 to 61.7% in 2024, contributing to an overall gross margin drop from 76.9% to 63.5% [2][3]. - The company's sales expense ratio has risen from 57.7% to 62.9%, with sales expenses reaching 388 million yuan in 2024, nearly matching its gross profit [2][3]. Group 3: Strategic Context - Kangzheng Pharmaceutical is facing significant performance pressure, with a revenue decline of 6.8% to 7.469 billion yuan and a net profit drop of 32.3% to 1.613 billion yuan in 2024. The decline is attributed to the impact of national procurement policies on key products [4][5]. - The spin-off aims to achieve three objectives: shedding the loss-making skin business, allowing Demai to raise capital independently, and enhancing the overall market valuation of the group by focusing on higher-margin areas [4][5]. Group 4: Market Landscape - The skin health market is projected to grow significantly, with an estimated market size of 254.9 billion yuan by 2035 and a compound annual growth rate exceeding 15% [4]. - However, Demai faces intense competition from stronger players in the skin health sector, and its reliance on generic products and high sales expenses raises concerns about sustainability [5].
李宁(02331)发布2024 ESG报告:以创新推动绿色可持续未来
智通财经网· 2025-04-29 10:43
Core Viewpoint - Li Ning Company has made significant strides in sustainable development, integrating ESG principles into its corporate strategy and achieving notable recognition in the industry for its efforts in environmental, social, and governance practices [1][20]. Group 1: ESG Report and Recognition - In April 2025, Li Ning Company released its 2024 ESG report, outlining its sustainable development strategies and practices across various domains, including environmental products, green operations, and social responsibility [1]. - The company achieved a MSCI ESG rating upgrade to BBB and was ranked 15th in the "Kantar BrandZ Sustainable Brands Top 50," leading its industry peers [1]. Group 2: Environmental Product Innovations - In 2024, Li Ning launched China's first fully biodegradable professional sports shoes and established a product standard for biodegradable performance in footwear [3]. - The company reported a carbon reduction of over 30,000 tons through the application of eco-friendly technologies in its shoe production [3]. Group 3: Sustainable Practices in Apparel - Li Ning utilized 2,024 tons of recycled polyester yarn in 2024, resulting in a carbon reduction of 2,283 tons, and repurposed over 150 million plastic bottles in its sportswear [5]. - Approximately 80% of shoe boxes were FSC certified, leading to significant savings in ink, water, and electricity, while reducing carbon emissions by about 118 tons [5]. Group 4: Green Operations and Energy Efficiency - The company implemented smart technology upgrades in its operations, achieving energy savings of over 430,000 kWh in its Shenzhen center alone [6][8]. - Li Ning's headquarters and stores have adopted renewable energy solutions, with self-generated electricity accounting for about 25% of total consumption in its Beijing center [6]. Group 5: Responsible Supply Chain Management - Li Ning completed social responsibility audits for 140 suppliers and environmental audits for 60 suppliers, achieving a 100% pass rate for "excellent" or "good" ratings [9]. - The company established a chemical management framework to ensure zero harmful chemical emissions across its supply chain [9][10]. Group 6: Talent Development and Employer Branding - Li Ning has enhanced its talent development system, focusing on creating a fair and diverse workplace, and received recognition in multiple employer branding awards in 2024 [11][15]. - The company promotes employee well-being through various initiatives, including sports clubs and community events, fostering a strong corporate culture [11]. Group 7: Social Responsibility and Community Engagement - In 2024, Li Ning launched the "2024 Bring Love Home" initiative, donating 2 million yuan worth of supplies to regions in need [16]. - The company supports youth sports development through partnerships and events, such as the "TOP24 Basketball Elite Competition," nurturing new talent in the industry [18].
华润置地重庆2025宸系战略暨嘉宸产品发布会圆满落幕
环球网· 2025-04-29 10:21
来源:环球网 4月28日,华润置地重庆"时代奔涌 我们重回江岸"2025宸系战略暨嘉宸产品线上发布会,以一次充满江 岸情怀与时代远见的探索,揭开重庆高端人居的未来图景。 六大宸系标准开启华润置地重庆高端战略 华润置地重庆公司负责人殷显焕表示,华润置地已入渝18载,始终与重庆同频共振。先后布局九龙坡、 中央公园、观音桥等城市核芯区,以两座万象城链接城市、提升城市消费能级;以14个高品质楼盘、链 接17万客户,打造贯穿全生命周期的温暖陪伴。从客户需求及体验出发,以品质不断迭代美好生活场 景。 (重庆万象城实景合成图) 其中,住宅开发经历精品高层、大平层、平墅、四代宅等三代产品的沉淀迭代,华润置地重庆再一次发 起一场高端人居革命。基于超5000组高净值家庭的数据调研及分析,最终带来了匹配高端人居体验的宸 系作品。 此次发布会上,围绕"极核、艺术、高配、先进、大师、恒产"六大高端市场需求的核心关键词,华润置 地重庆首次公布了宸系战略标准,重新定义重庆高端人居理想。 发布会上,华润置地重庆设计管理部总监曾懋麟,从建筑观、设计观、环境观、服务观、社群观、品牌 观等6大高质人居内核,以及其下的18项标准、100+细节的好房 ...
泡泡玛特翻过「成见的大山」
36氪· 2025-04-29 10:05
Core Viewpoint - The company has experienced a significant resurgence in popularity and stock price, driven by the global success of its LABUBU IP and a strong performance in the consumer market, particularly in the U.S. and Europe [1][3][12]. Group 1: Market Performance - On April 28, the company's stock price rose over 12% to HKD 193, with a total market capitalization reaching HKD 259.188 billion [3]. - Since the beginning of 2025, the stock has increased by over 114% [3]. - The company's app climbed 114 spots to become the top shopping app on the U.S. App Store on April 25, marking its first time at the top [1][2]. Group 2: Product and IP Development - The LABUBU series has become a global sensation, with significant contributions from celebrity endorsements, leading to a surge in consumer interest [10][11]. - The revenue from the THE MONSTERS series reached RMB 3.041 billion in 2024, a year-on-year increase of 726.6% [7]. - The company has successfully diversified its product offerings, with plush products generating RMB 28.32 billion in revenue, a staggering increase of 1289% [8][9]. Group 3: International Expansion - The company has opened 130 overseas stores, with revenue from international markets growing by 375.2% to RMB 5.07 billion, increasing its share of total revenue from 16.9% to 38.9% [12][14]. - Plans are in place to open 100 iconic stores in various countries, including France, the U.S., and Australia, as part of its accelerated international strategy [14]. Group 4: Brand Perception and Future Outlook - The company has successfully transformed from a product-focused entity to an IP-centric organization, establishing a robust ecosystem of various IPs [9][18]. - The CEO expressed confidence in achieving RMB 20 billion in revenue and over 50% growth in 2025, indicating a strong belief in the brand's long-term potential [18].
澳博控股:一季度净利润为3100万港元 同比扭亏为盈
快讯· 2025-04-29 09:33
Core Viewpoint - 澳博控股 reported a net profit of 31 million HKD in Q1 2025, marking a turnaround from a loss of 74 million HKD in Q1 2024 [1] Financial Performance - The company's gaming revenue increased to 6.949 billion HKD in Q1 2025, compared to 6.464 billion HKD in Q1 2024 [1] - The profit attributable to the owners of the company for Q1 2025 was 31 million HKD, a significant improvement from the loss of 74 million HKD in the same quarter of the previous year [1]
OSL集团(00863):预计第二季度正式推出OSL Pay
智通财经网· 2025-04-29 09:24
新部门人事方面,OSL宣布任命张竞伟为OSL Pay主管,指其在金融科技领域拥逾20年的经验,曾在数 字转型及为大型银行机构提供顾问服务方面经验丰富,也曾在顶级加密货币交易所担任领导职务,负责 推动全球业务发展和监管策略。该集团又指,其期望张竞伟能在OSL Pay推动创新。 智通财经APP获悉,4月29日,加密资产的上市公司OSL集团(00863)宣布推出全新业务部门OSL Pay, 致力革新跨境法币与加密货币支付基础设施。此次发布标志着OSL Pay全球业务计划的首阶段启动,首 站将凭借意大利现有OAM注册(相当于VASP),于欧洲建立营运能力,预计将于第二季度正式推出。 张竞伟则指,OSL Pay致力打造新一代支付基础设施,而通过整合OSL集团在数字资产领域的技术优势 与本地市场经验,相信平台将成为连接传统金融与加密经济的重要桥梁。 根据介绍,OSL Pay针对传统金融与数字资产市场间的跨境价值转移需求,提供崭新解决方案。平台采 用统一架构,让金融机构、交易所及企业能够以前所未有的效率进行法币与加密货币转换,同时积极准 备符合欧盟《加密资产市场监管法案》(MiCA)及全球反洗钱标准。 OSL集团执行董事兼 ...
万洲国际第一季度公允价值调整前净利润3.64亿美元 同比增长21%
快讯· 2025-04-29 09:22
智通财经4月29日电,万洲国际第一季度营收65.5亿美元,同比增长6%;公允价值调整前净利润3.64亿 美元,同比增长21%。期间的平均生猪价格上升14.1%至每公斤1.44美元,而本期间的平均猪肉价值则 上升5.9%至2.09美元。 万洲国际第一季度公允价值调整前净利润3.64亿美元 同比增长21% ...
易鑫集团盘中最高价触及2.200港元,创近一年新高
金融界· 2025-04-29 08:49
本文源自:金融界 截至4月29日收盘,易鑫集团(02858.HK)报2.150港元,较上个交易日上涨3.37%,当日盘中最高价触 及2.200港元,创近一年新高。 资金流向方面,当日主力流入8344.617万港元,流出5915.775万港元,净流入2428.84万港元。 易鑫集团有限公司02858.HK)是一家AI驱动的金融科技平台,成立于2014年8月,2017年在香港联交所上 市。公司以科技驱动业务创新,致力于为消费者提供普惠、便捷的汽车融资及增值服务,并通过AI驱动、 科技赋能,为汽车金融产业链合作伙伴提供完整高效的金融科技解决方案。截至目前,易鑫业务已遍及中 国340多个城市,和80家以上的AI及互联网企业、100家以上的汽车厂商、100家以上的金融机构及超过 39000家的经销商缔结了合作伙伴关系。公司已服务超千万客户,累计交易量超过440万台,累计交易规模 超4000亿元。随着2023年海外总部在新加坡的成立,易鑫更加快"走出去"的步伐,业务足迹将逐步辐射全 球。易鑫坚持以科技创新驱动业务成长,研发投入超20亿元。2024年易鑫成为中国汽车金融领域首个通 过生成式人工智能大模型备案的企业;2025 ...
澳至尊盘中最高价触及0.320港元,创近一年新高
金融界· 2025-04-29 08:49
截至4月29日收盘,澳至尊(02031.HK)报0.305港元,较上个交易日上涨7.02%,当日盘中最高价触及 0.320港元,创近一年新高。 (以上内容为金融界基于公开消息,由程序或算法智能生成,不作为投资建议或交易依据。) 本文源自:金融界 作者:港股君 资金流向方面,当日主力流入18.587万港元,流出10.758万港元,净流入7.83万港元。 澳至尊国际控股有限公司于2016年9月在香港交易所主板上市,是香港第一家及目前唯一一家以销售西式 营养补充品为主要业务的主板上市公司,并凭着「真诚营商坚守信念」的企业文化,建立出专业及杰出的 服务团队。本集团的业务稳健发展,经营之品牌及产品深得市场支持,同时重视企业内部的关爱文化,更实 际回馈社会和承担社会责任。本集团凭着坚毅的奋斗精神,经过和克服重重难关及考验,成功推出多个深 受市场欢迎的澳洲健康品牌和产品项目,将优质的资源从全球以环境清新著称的澳洲带给大家,守护顾客 的健康和美丽。随着市场业务的发展及众多忠实顾客的支持,本集团于澳门及新加坡设立了分公司,并培 训出专业团队,为不同市场和地区的顾客服务。本集团团队的坚持、努力和成就,备受各方的肯定和赞赏, 多年 ...