5月28日，截至港股收盘，恒生指数下跌0.53%，报23258.31点。佰悦集团（08545.HK）收报0.04港元/ 股，上涨8.11%，成交量12.8万股，成交额5024港元，振幅8.11%。 最近一个月来，佰悦集团累计跌幅5.13%，今年来累计涨幅42.31%，跑赢恒生指数16.56%的涨幅。 财务数据显示，截至2024年9月30日，佰悦集团实现营业总收入5323万元，同比减少42.86%；归母净利 润138.51万元，同比增长346.95%；毛利率19.42%，资产负债率15.8%。 来源：金融界 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，家庭电器及用品行业市盈率（TTM）平均值为13.64倍，行业中值3.61倍。佰悦集团市 盈率16.69倍，行业排名第32位；其他凯富善集团控股（08512.HK）为1.58倍、丽年国际（09918.HK） 为1.63倍、华讯（00833.HK）为3.22倍、盛诺集团（01418.HK）为3.61倍、旷世芳香（01925.HK）为 3.83倍。 资料显示，佰悦集团控股有限公司是香港玩具公司,从事设计、营销、分销及零售玩具及相关产品。公 司於往绩 ...

Group 1 - The core activity of Shunfeng Tongcheng is the "Duanwu Limited Knight" event, where riders distribute random gifts to pedestrians in 13 cities, enhancing brand visibility and consumer engagement [1] - The offline consumption market is experiencing a resurgence, with traditional and trendy stores seeing long queues, indicating strong consumer interest in festive products like zongzi [1] - Shunfeng Tongcheng offers personalized services such as "buying and sending" for business gifts and personal presents, ensuring reliable delivery during the festive season [1] Group 2 - The overall sales of zongzi and other seasonal products like mugwort and sachets are performing well, driven by the rise of instant retail [2] - Shunfeng Tongcheng collaborates with platforms like Douyin, WeChat, and Alibaba to provide comprehensive order fulfillment support, leading to record-high order volumes during festive periods [2] - For instance, during the 520 event, Shunfeng Tongcheng saw a more than 9-fold increase in flower orders compared to the previous day, with Douyin ecosystem orders growing by 237% year-on-year [2]

1. 铜库存154300吨，减少7850吨。 2. 铝库存377325吨，减少4250吨。 3. 镍库存200862吨，增加864吨。 4. 锌库存143450吨，减少7700吨。 5. 铅库存291050吨，减少1325吨。 6. 锡库存2680吨，增加20吨。 LME有色金属库存日报 金十期货5月28日讯，伦敦金属交易所（LME）有色金属库存及变化如下： ...

新玩家涌入，老玩家拼价，快运行业竞争正变得激烈。 值得一提的是，跨境电商平台正在为安能物流带来更多的业务增量。 财报显示，安能物流一季度电商货源占比提升至36%。在柔性化、个性化需求更强的跨境电商领域，安 能物流已成为TEMU国内头程的第一合作商，还与抖音、1688、拼多多等知名电商平台建立了紧密合作 关系。 不过今年以来，有不少涉及跨境业务的公司和平台也受到关税波动影响。对于关税政策可能带来的影 响，安能物流首席财务官徐昊表示，有些物流企业确实受到了关税影响，尤其是因为关税带来的进出口 商流的波动。不过对安能来说，公司受关税波动影响幅度比较有限。 他进一步表示，安能客户结构以国内电商商家、中小型工厂及商贸企业为主，安能物流的工厂客户中涉 及出口的企业比例低于市场及直营同行水平，且公司通过多元化客户布局分散风险。 5月26日，加盟制快运公司安能物流(09956.HK，股价8.68港元，市值102亿港元)发布2025年一季度业 绩。财报显示，报告期内，公司实现营收25.87亿元，同比增长8.8%；经调整净利润2.42亿元，同比提 升15.9%，净利润率同比上升0.6个百分点至9.4%；零担货量达305万吨，同比 ...

Group 1 - The core viewpoint of the article highlights the recent performance and financial metrics of *ST Suwu, indicating a significant decline in revenue and net profit for the first quarter of 2025 compared to the previous year [1] - As of May 28, 2025, *ST Suwu's stock price closed at 2.8 yuan, reflecting a 4.87% increase with a trading volume of 594,000 hands and a transaction amount of 164 million yuan [1] - The company experienced a net inflow of main funds amounting to 21.86 million yuan, accounting for 13.29% of the total transaction amount, with large orders contributing significantly to this inflow [1] Group 2 - For the first quarter of 2025, *ST Suwu reported total operating revenue of 317 million yuan, a year-on-year decrease of 25.44%, and a net profit attributable to shareholders of 70.32 million yuan, down 1489.93% year-on-year [1] - The company's liquidity ratios are reported as a current ratio of 1.477 and a quick ratio of 1.426, with a debt-to-asset ratio of 54.16% [1] - Jiangsu Wuzhong Pharmaceutical Development Co., Ltd. has made investments in 13 enterprises and has participated in 5 bidding projects, along with holding 47 trademark registrations and 2 patents [2]

Group 1 - HSBC has lowered the target price for SF Express (09699.HK) to HKD 14 while maintaining a "Buy" rating [1] - The report suggests that the market has overestimated the cost pressures due to intense competition in the food delivery market, while underestimating the revenue growth momentum of SF Express [1] - The order volume during this year's Labor Day increased by 87% year-on-year, with last-mile orders rising by 102% year-on-year [1] Group 2 - HSBC has raised its revenue forecasts for 2025 and 2026 by 11% to 15%, reflecting improvements in on-demand delivery penetration and increased market concentration [1] - Despite intensified competition in the domestic instant retail sector, it is believed that the cost per order will remain stable or slightly decrease, contributing to sustained profitability for the company [1] - However, due to the lower profit margins associated with last-mile deliveries, net profit forecasts for 2025 and 2026 have been reduced by 4%, with a new net profit estimate of HKD 4.52 billion for 2027 [1]

Core Viewpoint - The financial report of the sports retail giant, Tmall, for the fiscal year 2024/25 shows a significant decline in revenue and net profit, indicating challenges faced due to brand dependency and strategic adjustments by key partners [2][6]. Financial Performance - Total revenue for the fiscal year reached 27.0129 billion RMB, a year-on-year decrease of 6.8% [3][5]. - Net profit was 1.286 billion RMB, down 41.89% year-on-year, marking a five-year low [2][3]. - The gross profit margin was 38.4%, while the operating profit margin was 4.8% [3]. Brand Contribution - Nike and Adidas together contributed over 80% of total revenue, with Nike's sales in Greater China dropping by 17% [2][5]. - Revenue from other brands was 3.5048 billion RMB, accounting for 13% of total revenue, indicating a weak contribution from non-Nike and non-Adidas brands [5]. Strategic Adjustments - Tmall is restructuring its channel strategy, transforming physical stores into "experience centers" and enhancing online presence through WeChat mini-programs, resulting in a significant increase in direct online sales [3][4]. - The company is also diversifying its brand portfolio by partnering with high-end outdoor brands like Norrøna and Soar, aiming to reduce reliance on Nike [4]. Market Challenges - Despite efforts to diversify, Tmall faces challenges in improving short-term performance, particularly with new brands that may struggle against local competition and consumer awareness [5][6]. - The financial report reflects the anxiety of traditional sports retail agents in adapting to brand dependency and channel transformation [6].

近日，一条"巨子生物疑似造假：重组胶原竟然测不到胶原！"的视频及图文网帖，引爆讨论。 其中，检测方法对于成分含量影响的争议，双方各执一词。 可复美送检方法被公开？ 最新的进展是，该博主在5月27日晚，公开了一份自称为"巨子生物向各大平台的举报材料"。 据显示，上述材料名为"关于申请协调删除恶意诋毁诽谤内容的函"。 其中提到巨子生物采用《中华人民共和国药典》2020版四部通则0731第三法及中华人民共和国医药行业 标准YY/T1947-2025《重组胶原蛋白敷料》中重组胶原蛋白含量的检测方法《双缩脲法》，对涉事产品 可复美重组胶原蛋白肌御修护次抛精华液进行含量检测。 1.0版本产品疑"下架" 21世纪经济报道记者查阅多篇知网文献发现，双缩脲法在蛋白质检测中仍有争议。 2008年《河北化工》刊文《蛋白质含量测定方法的比较》中提到，双缩脲法中样品的取用量对测定结果 的准确性有显著影响。双缩脲法可快速测定蛋白质含量，试剂单一，方法简便，但灵敏度差，测定范围 为 1～20 mg 蛋白质。适用于需要快速,但并不需要十分精确的蛋白质测定。 2019年，来自广东医科大学药学院、广东省医疗器械质量监督检验所的六位行业人士撰文中 ...

21世纪经济报道记者 贺泓源 北京报道 电影巨头们似乎都不想搞电影了，电影概念已经从小甜甜变成了牛夫人。 近日，阿里影业就表示，其将更名为大麦娱乐。从愿景上，阿里影业要变成现实娱乐平台。这是一种更强调现场体验、互动体验和沉浸体验的娱乐方式。 这听起来几乎与电影没有关系。 今天，我们就来盘点一下，大麦为何能够"吃下"阿里影业？ 首先，从业务来看，大麦确实对阿里影业越来越重要了。在2023年末，阿里影业完成了对大麦的收购。在2025财年（2024年4月-2025年3月），大麦营收 20.57亿元，同比增长38.8%，相较并表收入同比增长235.8%；2025财年，大麦实现分部业绩 12.30 亿元，相较并表分部业绩同比增长338.5%。 作为对比，阿里影业的电影业务处于下滑态势。2025财年，该板块业务收入27.12 亿元，同比下滑10%；分部业绩为0.73亿元，同比下滑91%。 当然，也要明确，截至目前电影依旧是阿里影业最大业务板块。 第二点，从行业地位来看，大麦也要高于淘票票。 大麦在演出票务行业，独处第一梯队。比如，大麦对头部明星演唱会覆盖率接近 100%。2025财年内，大麦服务了张杰、周杰伦、孙燕姿等多 ...

会议指出，去年以来，各级各部门认真贯彻落实党中央、省委决策部署，按照成渝地区双城经济圈建设 规划纲要及各类专项规划，坚定不移推进重大项目建设、重点领域合作、重要改革试点，荣获"双城经 济圈建设"省级政府督查激励，成绩值得肯定。各地各相关部门要拿出更强担当和更实举措，深入落实 成渝地区双城经济圈战略部署，真抓实干，努力以各项工作再上新台阶为全市高质量跨越式发展赋能。 会议强调，要提高政治站位，强化政治担当，探索经济区与行政区适度分离，破除利益藩篱和行政壁 垒，实现政通、商通、路通、水通、服务通、情意通，让合作走深走实、见到实效。要把握实质、遵循 规律，准确把握区域协同发展的趋势和方向，努力实现资源优势互补，互利共赢。要增强大局意识，打 开格局、算好大账，积极主动对接，重点抓好成达万高铁、绵遂内铁路等大基建工程建设，成遂教育合 作及成渝地区城乡义务教育一体化发展试验区试点，四批次"川渝通办"事项落实落地，推动区域协同发 展取得更大实效。要抓住用好多重叠加的重大战略机遇，紧盯国家政策导向和资金投向，精准谋划一批 大项目、好项目，力争把更多的涉遂事项纳入国省战略规划，助推遂宁高质量跨越式发展。 （王建明 文/遂宁新闻 ...