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  【环球时报-环球网报道记者乌元春】外交部发言人郭嘉昆主持4月25日例行记者会。会上法新社记者提问称:美国总统特朗普为获得关键金属批准了海底采矿这一举措,遭受环保主义者的反对。请问中方对特朗普这一举措有何回应?

  郭嘉昆对此表示,美方的行政令涉及不属于国家管辖范围的国际海底区域。根据国际法,国际海底区域及其资源属于人类的共同继承财产。在国际海底区域从事矿产资源的勘探和开发活动,必须根据《联合国海洋法公约》在国际海底管理局框架内进行,国际海底区域的法律地位和勘探开发制度获得国际社会的普遍认可,在国际实践当中得到了切实的遵循。任何国家都不应该绕开国际海底管理局和国际法,擅自授权开展国际海底资源的勘探和开发活动,损害国际社会的共同利益。美方的行政令还涉及美国单方面非法划定的200海里以外大陆架,美方授权在其所谓“外大陆架”上从事矿产资源的勘探和开采活动,违反国际法,损害国际社会的整体利益。上述行径再次暴露出,美方为一己之利,无视国际法和国际秩序的单边主义做法和霸权本质。

  4月25日庄园牧场公布年报及一季报,2024年公司实现总营业收入8.9亿元,同比减少6.87%;实现归母净利润-1.66亿元,同比减少104%。

  一季度实现总营业收入2.1亿元,同比减少6.61%;实现归母净利润-0.26亿元,亏损有所减少。

  一季度营收下滑亏损收窄现金流显著改善

  庄园牧场主营构成以液体乳及乳制品为主,市场需求变化和成本上升导致业绩下滑,2024年业绩下滑主要受原奶价格下行导致的生物资产减值、市场竞争加剧引发的销售费用激增以及西北核心市场持续萎缩的叠加影响。公司通过优化产品结构和市场策略,部分缓解了整体营收下滑的压力。

  2025年一季度业绩下滑主要由于公司优化存货管理,减少采购,导致销售规模有所收缩。尽管营收下降,但亏损较上年同期亏损减少41.85%,显示公司在成本控制和费用管理方面取得了一定成效。

  从现金流角度看,一季度经营活动产生的现金流量净额为16,027,899.83元,同比增长99.60%,主要得益于支付的增值税减少和预收货款增加。此外,投资活动和筹资活动的现金流量也有所改善,特别是筹资活动产生的现金流量净额为33,467,528.12元,同比增长22.68%,表明公司在融资方面取得了积极进展。

  未来展望:全产业链深耕与产品矩阵升级

  庄园牧场的破局关键在于三大方向:一是深化全产业链优势,依托河西走廊30万亩优质牧草基地,持续推出富硒奶、有机奶等高端产品,提升原奶自给率与产品附加值;二是优化定价策略,针对西北消费力推出“性价比+地域特色”产品组合,例如常温版浆水酸奶,平衡价格与品质;三是探索B端市场,借鉴伊利与海底捞合作模式,开发餐饮专用乳制品,规避与全国性品牌的直接竞争。

  转型挑战:区域乳业的突围困境

  庄园牧场的困境折射出区域乳企在行业变革期的典型挑战:一方面,全国性品牌凭借规模效应与资本优势下沉渗透,压缩区域品牌生存空间;另一方面,低温产品的高成本与区域消费力错配,导致差异化战略难以落地。尽管公司在2024年尝试推出性价比更高的常温酸奶产品,并优化渠道结构,但受制于供应链短板与品牌力局限,转型成效尚未显现。

  在西北乳业市场从“蓝海”转为“红海”的当下,庄园牧场若不能快速破解定价策略、并购后遗症及债务压力三大难题,其“西北乳王”的地位或将面临更严峻挑战。对于区域乳企而言,如何在全国化竞争与本土深耕之间找到平衡,如何精准匹配区域消费特性打造产品矩阵,正成为穿越行业周期的关键命题。

  (注:本文系AI工具辅助创作完成,不构成投资建议。)

  广州市生态环境局南沙分局4月24日公布4月行政处罚情况。其中,广州南沙广进机动车检测有限公司因违反《中华人民共和国大气污染防治法》第五十四条第一款规定,被责令改正违法行为,没收违法所得180元,并处罚款10万元。

  行政处罚决定书显示,2024年12月16日、12月20日和2025年1月14日、3月10日,广州市生态环境局南沙分局执法人员对当事人进行调查发现,其存在以下事实情形:

  2024年8月19日,当事人对车辆粤AFH655进行检测时,该车辆在检验过程中有排出目视可见黑烟,但当事人出具了检验合格的检测报告;

  2024年11月15日,当事人对车辆粤AHB161进行检测时,该车辆在检验过程中有排出目视可见黑烟,但当事人出具了检验合格的检测报告。

  上述行为违反了《柴油车污染物排放限值及测量方法》(自由加速法及加载减速法GB3847-2018)第8.2.2“如果车辆排放有明显可见烟度或烟度值超过林格曼1级,则判定排放检验不合格。”,当事人存在出具虚假排放检验报告的违法行为。

  另查明,上述检测报告收取的检测费用为180元。

  鉴于当事人已完成整改,并已按照要求作出公开道歉、承诺守法。广州市生态环境局南沙分局决定在告知书拟罚款金额的基础上降低30%的罚款数额,降低后的罚款额低于法定最低罚款额,按法定最低罚款额处罚。

  广州市生态环境局南沙分局对广州南沙广进机动车检测有限公司作出决定:1、责令改正违法行为;2、没收违法所得180元,并处罚款10万元。

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