Shen Zhen Shang Bao
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华熙生物,大降三成
Shen Zhen Shang Bao· 2025-10-28 15:41
10月28日晚间,医美龙头华熙生物发布2025年三季报。前三季度,公司实现营业收入31.63亿元,同比下降18.36%;归母净利润为2.52亿元,同比下降 30.29%。 减值准备方面,2025年第三季度,公司因计提应收账款坏账准备及其他应收款坏账准备而确认信用减值损失1753.78万元,因计提存货跌价准备而确认资 产减值损失571.30万元,相应减少公司2025年第三季度利润总额2325.08万元。 | 序号 | 项目 | 2025年上半年发 2025年第三季度 | | 合计 备注 | | --- | --- | --- | --- | --- | | | | 生金额 | 发生金额 | | | 1 | 信用减值损失(损 | | | 应收账款、其 -1.520 52世ハツ収説的 | | | 失以"-"号填列) | -2,766.75 | -1,753.78 | 坏账准备 | | 2 | 资产减值损失(损 失以"-"号填列) | -4.139.05 | -571.30 | 存货跌价准 4,710.35 % | | | 合计 | -6.905.80 | -2,325.08 | -9,230.88 | 具体来看,公 ...
浙江医药,支柱塌了
Shen Zhen Shang Bao· 2025-10-28 15:38
| | | | | 单位:元 币种:人民币 | | --- | --- | --- | --- | --- | | | | 本报告期 比上年同 | | 年初至报告期 末比上年同期 | | 项目 | 本报告期 | | 年初至报告期末 | | | | | 期增减变 | | 增减变动幅度 | | | | 动幅度(%) | | (%) | | 营业收入 | 2, 372, 423, 164. 56 | -12. 37 | 6.695.297.924.39 | -5. 87 | | 利润总额 | 287, 425, 167. 14 | -51.79 | 1.046.306.587.30 | 12. 41 | | 归属于上市公司股东的 | 259.841.173.85 | -51. 37 | 933.147.906.73 | 9. 83 | | 浄利润 | | | | | | 归属于上市公司股东的 | | | | | | 扣除非经常性损益的净 | 225, 427, 941. 71 | -57. 41 | 890, 908, 849, 74 | 5. 30 | | 利润 | | | | | 10月28日晚间,浙江医药公布 ...
桂发祥“烧钱”卖麻花,大降97%
Shen Zhen Shang Bao· 2025-10-28 14:06
10月28日,"麻花第一股"桂发祥发布2025年三季报,公司前三季度实现营业收入3.77亿元,同比下滑6.23%;归母净利润101.96万元,同比下滑97.15%;扣 非归母净利润64.80万元,同比下滑98.10%。 其中,第三季度营收为1.28亿元,下降4.65%;净利润为493.93万元,下降61.99%。 桂发祥进一步表示,销售费用的增加主要因为,伴随公司电商渠道收入增长,对应的运营服务费、平台引流推广费等相应增加;为进一步拓展品牌影响力, 公司在旅游景区、交通枢纽及大型展会的广告投入同比增加;食品广场装修费本年摊销完毕,装修费同比减少。 财报显示,前三季度,桂发祥的销售费用为1.24亿元,上年同期为1.12亿元。 另外,公司购置及新建办公楼折旧费用、信息化系统服务费及摊销增加,导致管理费用同比增加。 今年第一、第二季度,桂发祥的业绩都以"惨淡"收场。 一季度,公司营业收入为1.46亿元,同比下降8.8%;归母净利润为664万元,同比下降64.5%;扣非归母净利润为630万元,同比下降65.1%。 资料显示,桂发祥是专业从事传统特色及其他休闲食品的研发、生产和销售的中华老字号企业。公司产品包括以十八街 ...
飞天茅台,首次跌破1700元/瓶!
Shen Zhen Shang Bao· 2025-10-28 13:07
公告显示,陈华,男,彝族,1972年3月生,贵州盘州人,1994年7月参加工作,2001年6月加入中国共产党,大学学历、工程硕士、工商管理硕士,高级 工程师,现任中国贵州茅台酒厂(集团)有限责任公司党委书记,贵州茅台酒股份有限公司党委书记。 值得注意的是,对于茅台的跌价,公司高层也有应对。据媒体报道,9月23日,酒业内参消息称,茅台集团总经理王莉在华东调研期间,于上海与机构投 资者召开了一场小范围交流会。会上透露,管理层坚定,目标维持在1800元以上,强调量价平衡。 市场分析认为,茅台价格下跌的背后,是消费时代更迭、高端消费理性回归的缩影。 消费需求减弱、政策因素约束是茅台价格下跌的首要原因。行业基本面方面,房地产、基建等昔日高端白酒消费"消耗大户"此前遭遇行业调整,使得高端 白酒消费场景减少,需求量降低。有统计显示,高端餐饮场景白酒开瓶率同比下降22%,企业商务宴请预算缩减30%。此外,随着2025年5月"史上最严禁 酒令"实施,白酒政务消费占比从2012年的40%骤降至0.8%。 茅台"神性"再有减弱!酒类行情监测平台"今日酒价"微信公众号10月28日数据显示,2025年53度500ml飞天茅台散瓶批发参 ...
突发!马斯克被曝可能离职
Shen Zhen Shang Bao· 2025-10-28 12:35
据@新华国际,美国特斯拉公司董事长萝宾·德诺姆27日致信股东警告称,如果公司首席执行官 (CEO)埃隆·马斯克的10年期薪酬计划未获批准,马斯克可能离职。依据薪酬计划,马斯克未来有望 获得约1万亿美元市值的特斯拉股票作为酬劳。 据美国《财富》网站和德新社报道,德诺姆在信中写道,没有马斯克,"特斯拉可能失去重大价值"。特 斯拉如果不能营造环境,"通过公平的绩效薪酬计划(激励马斯克)实现伟大目标",马斯克就可能卸任 首席执行官,特斯拉就会失去他的才能和远见。这对股东能否获得"卓越"回报至关重要。 特斯拉要求股东在11月5日午夜前就薪酬计划等关键事项完成投票,以便于在次日召开的年度股东大会 期间计票。德诺姆称,此次投票是特斯拉"关键拐点",马斯克"独一无二"的领导力无可替代,特别是在 公司从"普通车辆制造企业"转型为"智驾车辆与机器人制造企业"之时。马斯克曾表示,特斯拉的未来在 于自动驾驶出租车和人工智能机器人。 德诺姆接受美媒采访时称,如果马斯克没能完成这些目标,将一无所获。 特斯拉2018年为马斯克制订过类似薪酬计划。马斯克提前数年完成业绩目标,但本应获得的500多亿美 元薪酬仍未获美国法院放行。 据报道,已有 ...
鸭脖也卖不动了,绝味食品全面下滑
Shen Zhen Shang Bao· 2025-10-28 12:30
处在多事之秋的绝味食品,披露了"戴帽"后的首份季报。 10月28日,ST绝味发布2025年第三季度报告,前三季度,公司实现营业收入42.60亿元,同比减少15.04%;归母净利润2.80亿元,同比减少36.07%;扣非净 利润2.41亿元,同比减少43.27%。 其中,第三季度,公司实现营业收入14.41亿元,同比减少13.98%;归母净利润1.05亿元,同比减少26.46%;扣非净利润1.07亿元,同比减少24.90%。 | 项目 | 本报告期 | 本报告期比_ 同期增减变运 | | | --- | --- | --- | --- | | | | 度(%) | | | 营业收入 | 1,440,712,246.75 | | | | 利润总额 | 159,065,409.16 | r I | | | 归属于上市公司股 | 104,895,920.42 | | | | 东的净利润 | | | | | 归属于上市公司股 东的扣除非经常性 | 107,242,092.40 | | | | 损益的净利润 | | | | | 经营活动产生的现 | 不适用 | | へ | | 金流量净额 | | | | | 基本每股收益 ...
深圳老牌商场,三季度亏损9000多万元
Shen Zhen Shang Bao· 2025-10-28 12:27
天虹股份表示,本报告期内,归属于上市公司股东的净利润同比减少5572万元,主要受以下因素共同影 响: 受外部竞争环境和门店结构优化等影响,营业收入下降; 关闭长期亏损门店,确认的使用权资产处置收益及闭店损失影响利润总额同比减少1,757万元; 受闭店及租赁合同变更影响,递延所得税费用相应增加1373万元。 10月28日晚间,天虹股份发布2025年三季报,今年前三季度公司实现营业收入为88.8亿元,同比下降 1.9%;归母净利润为6254万元,同比下降47.2%;扣非归母净利润为2453万元,同比下降60.5%;经营 现金流净额为11.17亿元,同比下降10.0%。 其中第三季度,公司营业收入为28.7亿元,同比下降2.0%;归母净利润自去年同期亏损3551万元变为亏 损9123万元,大幅下降156.9%;扣非归母净利润自去年同期亏损5424万元变为亏损1.02亿元,亏损额进 一步扩大。 编辑 石展溥 责编 宁可坚校审 谭录岗 监制 舒桂林 财报显示,天虹股份因退租闭店导致的非流动资产处置损益达1.35亿元。 报告期内,为优化公司门店结构,广东省深圳横岗天虹合同到期不再续约,广东省惠州君尚、湖南省株 洲天虹、浙 ...
被两大电网“拉黑”影响巨大!鼎信通讯前三季度净利暴跌1082%
Shen Zhen Shang Bao· 2025-10-28 07:26
Core Viewpoint - Qingdao Dingshin Communication Co., Ltd. reported a significant decline in revenue and profit for the first three quarters of 2025, primarily due to adverse external conditions and loss of orders from major power grids [1][4][5]. Financial Performance - The company's revenue for the first three quarters was 1.066 billion yuan, a year-on-year decrease of 52.71% [1]. - The net profit attributable to shareholders was a loss of 336 million yuan, a year-on-year decline of 1082.52% [1]. - The basic earnings per share (EPS) was -0.52 yuan [1]. - For Q3 2025, revenue was 362 million yuan, down 55.8% year-on-year [1]. - The net profit for Q3 was a loss of 117 million yuan, a year-on-year decrease of 679.4% [1]. Asset and Equity Position - As of the end of Q3, total assets were 3.872 billion yuan, a decrease of 16.9% from the end of the previous year [2]. - The net assets attributable to shareholders were 2.801 billion yuan, down 10.7% from the end of the previous year [2]. Profitability Metrics - The gross margin for the first three quarters was 27.66%, a decrease of 11.38 percentage points year-on-year [2]. - The net margin was -31.55%, down 30.29 percentage points from the same period last year [2]. - In Q3, the gross margin was 26.86%, a year-on-year decline of 10.19 percentage points [2]. Expense Management - Total operating expenses for Q3 were 604 million yuan, a reduction of 211 million yuan year-on-year [2]. - The expense ratio was 56.65%, an increase of 20.49 percentage points from the previous year [2]. - Sales expenses decreased by 34.16%, management expenses by 16.56%, R&D expenses by 22.32%, and financial expenses by 25.85% [2]. Shareholder Dynamics - As of the end of Q3, the total number of shareholders was 33,800, an increase of 5,361 or 18.85% from the end of the previous half [3]. - The average market value per shareholder remained unchanged at 154,400 yuan [3]. Regulatory Issues - The company faced regulatory warnings from the Shanghai Stock Exchange due to inaccurate information disclosure regarding a technology authorization agreement with PingTouGe [7][8]. - The company clarified that the agreement only involved specific technology rights for chip development, not related to AI or other high-demand products [7][8].
四城同传递!深圳十五运火炬将“陆空联动”
Shen Zhen Shang Bao· 2025-10-28 07:16
深圳站火炬传递路线设计独具匠心。路线总长45公里,其中跑动约5公里,空中传递约40公里,形成一 个总长45公里的路程,呼应深圳经济特区建立45周年。传递全程分为3段,融入"改革、融合、未来、生 态"4大主题:第一段"改革之路":从莲花山公园出发,体现深圳敢为人先的改革精神;第二段"开放之 路":通过直升机进行空中传递,飞越山脊与海岸,环绕前海、远眺香港,展现粤港澳大湾区的开放格 局;第三段"创新之路":由空中转回陆路,火炬穿越前海深港现代服务业合作区,彰显深港协同与湾区 共融的创新活力。 此次火炬传递活动还同步发布了传递标志"海焰之灵"与主题歌曲《向光前行》。传递标志以中华白海豚 跃出海面与火焰共舞为视觉核心,象征绿色生态与体育激情;主题曲由盲人音乐家李广洲创作并演唱, 以艺术语言诠释体育精神与湾区同心。 据介绍,本次火炬传递共设火炬手200棒,每城分配50棒,每棒火炬手跑动距离为50至100米。当天上午 9时,结合深圳站火炬传递,深圳市莲花山公园将举行十五运火炬传递启动仪式。9时30分,香港、澳 门、广州分别举行起跑仪式,同步开展火炬传递。火炬传递活动结束后,由4个城市代表将传递之后的 火种送回广州,当天1 ...
前三季度深圳用电量增4.39%
Shen Zhen Shang Bao· 2025-10-28 07:08
Group 1: Overall Electricity Consumption in Shenzhen - Shenzhen's total electricity consumption reached 96.85 billion kWh in the first three quarters of the year, reflecting a year-on-year growth of 4.39% [1] - The electricity consumption from the secondary and tertiary industries was 44.37 billion kWh and 35.42 billion kWh, respectively, with growth rates of 2.48% and 6.25% [1] - The Deep-Shan Special Cooperation Zone led the growth with a remarkable 26.4% increase in electricity consumption, achieving a historical monthly high of over 200 million kWh in September [1] Group 2: Industrial Electricity Consumption - Industrial electricity consumption in Shenzhen was 42.75 billion kWh, marking a year-on-year increase of 3.12%, accounting for 44.1% of total electricity consumption [1] - The manufacturing sector consumed 34.45 billion kWh, with a growth rate of 2.9% [1] - High-tech and equipment manufacturing saw a consumption of 3.062 billion kWh, growing by 5.81%, indicating Shenzhen's push to become a global leader in advanced manufacturing [1] Group 3: Growth in the Tertiary Industry - The tertiary industry's electricity consumption growth was significantly driven by the information transmission, software, and IT services sector, which grew by 23.12% [2] - Other sectors such as wholesale and retail, and leasing and business services also showed strong growth rates of 18.82% and 9.60%, respectively [2] - The increase in electricity demand reflects the rapid growth of data centers, charging services, and large commercial areas in Shenzhen [2] Group 4: Electric Vehicle Charging Infrastructure - The total electricity consumption for charging stations in Shenzhen reached 5.129 billion kWh in the first three quarters, with a monthly growth rate exceeding 14% [3] - The Sha Bao International Innovation Park supercharging station has become essential for many ride-hailing and new energy vehicles, with a cumulative charging volume of over 716,900 kWh this year [3] - The rapid expansion of electric vehicle ownership and charging demand highlights the progress in building a comprehensive energy supply network in Shenzhen [3]