Shen Zhen Shang Bao
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汇宇制药迎上市以来首亏,第二大股东遭强执
Shen Zhen Shang Bao· 2026-01-29 15:51
Core Viewpoint - Huiyu Pharmaceutical is expected to report a significant decline in revenue and net profit for the year 2025, marking its first loss since its listing in 2021 [1] Group 1: Financial Performance - The company forecasts a revenue range of 960 million to 1.09 billion yuan for 2025, representing a year-on-year decline of 12.28% to 0.40% [1] - The projected net profit attributable to the parent company is expected to be a loss between 29 million and 24 million yuan, indicating a year-on-year decline of 108.91% to 107.38% [1] - Historical net profits from 2021 to 2024 were 446 million, 249 million, 140 million, and 325 million yuan respectively [1] Group 2: Reasons for Loss - The anticipated loss is primarily attributed to fair value changes resulting from the stock price fluctuations of Zhejiang Tongyuan Kang Pharmaceutical Co., Ltd., which was listed on the Hong Kong Stock Exchange on August 20, 2024 [1] Group 3: Shareholder Developments - Prior to the earnings warning, the company disclosed that its second-largest shareholder, Huang Qianyi, would face judicial forced reduction of shares [1] - Huang Qianyi is the son of Huang Bingquan, one of the core founders of Huiyu Pharmaceutical [1] Group 4: Market Reaction - On January 29, the company's stock fell by 2.74%, with a total market capitalization of 8.112 billion yuan, marking a cumulative decline of over 8% over five consecutive days [2]
妹妹套现1个亿后,哥哥又抛减持计划
Shen Zhen Shang Bao· 2026-01-29 15:49
Core Viewpoint - The major shareholders of Guangpu Co., Ltd. (光莆股份) plan to reduce their holdings, indicating potential concerns about the company's financial performance and future prospects [1]. Shareholder Actions - Lin Wenkun, the controlling shareholder holding 24.19%, plans to reduce his stake by up to 847,490 shares (3% of total shares) between February 28, 2026, and May 27, 2026, through centralized bidding and block trading [1]. - Lin Ruimei, the other major shareholder, previously reduced her holdings by 6,887,100 shares (2.2567% of total shares) from August 29, 2025, to October 24, 2025, for a total amount of approximately 99.99 million yuan [1][2]. Company Performance - Guangpu Co., Ltd. reported a revenue of 802 million yuan in 2024, a decline of 10.33% year-on-year, and a net profit of 52.198 million yuan, down 41.54% [4]. - In the first three quarters of 2025, the company achieved approximately 619 million yuan in revenue, a decrease of 3.32% year-on-year, with a net profit of about 44.21 million yuan, down 38.35% [4]. - The company's cash flow from operating activities showed a significant decline of 175.27%, resulting in a net cash outflow of 21.2994 million yuan [4]. Accounts Receivable Concerns - By the end of 2024, accounts receivable reached 136 million yuan, accounting for 260% of the net profit [5]. - As of September 30, 2025, accounts receivable increased to 174 million yuan, representing 394% of the net profit, indicating significant recovery pressure [5].
爱仕达预亏最高超2亿元,股东持续减持
Shen Zhen Shang Bao· 2026-01-29 13:03
对于2025年度预亏,爱仕达解释称主要原因包括三个方面: "炊具第一股"爱仕达(002403)1月29日晚间发布2025年业绩预告称,2025年预计归母净利润亏损1.54亿元~2.22亿元,上年同期为盈利1507.09万元,同比 由盈转亏;扣除非经常性损益后的净利润为亏损1.74亿元~2.50亿元,上年同期为亏损3472.55万元;基本每股收益为-0.45元/股至-0.65元/股,上年同期为 0.04元/股。 值得一提的是,2025年度将是爱仕达在过去5年中第四次出现年度亏损。 | | | | | 早位: 月元 | | | --- | --- | --- | --- | --- | --- | | 项目 | | 本报告期 | | 上年同期 | | | 归属于上市公 司股东的净利 | -22, 190. 30 | 1 | -15, 420. 38 | | 1,507.09 | | 润 | | | | | | | 扣除非经常性 损益后的净利 | -25, 039. 44 | 1 | -17. 400. 29 | | -3. 472. 55 | | 润 | | | | | | | 基本每股收益 | -0. 65 | ...
康佳集团原董事局副主席周彬、原副总裁李宏韬被查
Shen Zhen Shang Bao· 2026-01-29 13:03
据"惠州清风"公众号1月29日消息,康佳集团股份有限公司原党委书记、董事局副主席周彬涉嫌严重违纪违法,目前正接受中央纪委国家监委驻华润集团 纪检监察组纪律审查和惠州市惠城区监委监察调查。 资料显示,周彬是康佳集团的"老人"。他毕业于四川大学高分子材料与工程专业,毕业后进入康佳集团,在康佳多个部门历练过。 据深康佳A此前公告,周彬,男,汉族,1979年出生,本科学历。历任康佳集团营运管理中心总监助理、副总监、总监,康佳集团董事局主席助理兼营运 管理中心总监,康佳集团总裁等职务。 2024年8月28日,深康佳A发布公司董事及高级管理人员变更公告,刘凤喜先生因工作安排原因,请求辞去公司第十届董事局主席、董事及董事局战略委 员会委员的职务。公司于2024年8月27日召开的第十届董事局第三十一次会议,选举公司党委书记、董事周彬先生为公司第十届董事局副主席(主持工 作),履行董事局主席职责,主持公司董事局工作。 同日,另一则消息显示,康佳集团股份有限公司原副总裁李宏韬涉嫌严重违纪违法,目前正接受中央纪委国家监委驻华润集团纪检监察组纪律审查和惠州 市惠城区监委监察调查。 ↓↓↓ 编辑吴怡漪责编李耿光校审宋华 ...
销量下滑,火星人迎上市后首亏
Shen Zhen Shang Bao· 2026-01-29 12:07
Core Viewpoint - Mars Man (300894) is expected to report a net profit loss of 270 million to 370 million yuan in 2025, marking the first annual loss since its listing, primarily due to a significant downturn in the domestic real estate market affecting sales orders and revenue [1][2]. Group 1: Financial Performance - The company's net profit has been declining continuously, with year-on-year changes of -16.29% in 2022, -21.39% in 2023, and a staggering -95.49% in 2024, leading to an anticipated annual loss in 2025 [2]. - Revenue has also been on a downward trend, decreasing from 2.319 billion yuan in 2021 to an estimated 1.376 billion yuan in 2024 [2]. - For the first three quarters of 2025, the company reported revenue of 577 million yuan, with sales expenses reaching 270 million yuan, accounting for 46.8% of revenue [2]. Group 2: Operational Challenges - The decline in performance is attributed to a deep adjustment in the domestic real estate market, resulting in reduced new home deliveries and negatively impacting the integrated stove business [1]. - Despite efforts to optimize cost efficiency, the sales expense ratio has increased due to declining sales revenue, which has adversely affected net profit [1]. - The company has maintained a stable overall personnel structure, leading to high labor costs that have also impacted net profit [1].
iPhone Air爆改eSIM卡槽?业内称很难,极致轻薄其实很小众?
Shen Zhen Shang Bao· 2026-01-29 10:41
最近,上线仅3个多月的苹果iPhone Air大降价引起关注。原价7999元起的iPhone Air直降2000元,叠加补贴到手价5499元起。 此前报道:不到一周就降价2500元?网友:退钱! 如此大幅降价背后,源于销量的遇冷。2025年10月22日,iPhone Air在中国上市,但市场表现低迷。供应链数据显示,截至2026年1月24日,iPhone Air累 计激活量不到20万台,销量不及预期。 iPhone Air"不好卖",eSIM卡技术是主要困境之一。许多网友吐槽,eSIM卡办理流程"太麻烦",还不如实体卡方便。记者发现,在华强北已有针对 iPhoneAir改卡槽的服务,直接可以"改装"成实体卡槽。不过商家表示技术不成熟,建议谨慎考虑。 iPhone Air为何销量遇冷?在把手机做薄这一块,为何不容易? 机身太薄,eSIM卡槽"爆改"也难 为此,华强北出现了"爆改"eSIM卡的服务,价格400元~600元,不过仅有少数几家表示可以改。 近日,记者走访华强北发现,能提供改装iPhone Air的eSIM卡服务的商家并不多,大部分表示机身太薄了改不了。能改的商家也表示目前技术还不成熟, 需要拆机、装卡 ...
申购比飙至1:10!深圳今年首个可售人才房项目火了
Shen Zhen Shang Bao· 2026-01-29 10:32
近日,市住房和建设局发布通告,对深铁睿著广场项目可售人才房的合格申请家庭名单进行公示。该项目共收到375户家庭的认购申请,经市住房保障署 核查,合格申购家庭为355户,而此次提供房源32套,房源与合格家庭的申购比高达约1:10。 封闭管理新政催生"末班车效应" 睿著广场项目位于光明区新湖街道光辉大道与华夏路交汇处,开发建设单位为深圳地铁集团。该项目共有面向人才配售住房32套,位于项目1栋一单元, 全部为三房户型,建筑面积约86-88平方米。配售均价为25500元/平方米(按建筑面积计算,不含室内装修),住宅塔楼为装配式建筑,预计交付时间为2026 年12月31日前。 记者了解到,睿著广场项目商品房于去年12月正式开售,开盘首日仅2小时就销售了150套,去化率达66%,成为去年底深圳楼市"现象级"热销案例。 继今年首个安居房项目铭著坊以1:3.6的高申购比成为市场焦点后,深圳今年推出的首个可售人才房项目——深铁睿著广场的申购热度再次刷新纪录。 认购申请家庭如发现公示信息与实际情况不符或发生变化的,应于公示期内登录市住房和建设局网站变更相关信息。网上提交认购申请后至签订买卖合同 前婚姻发生变化属于离婚情形的,申请 ...
投诉缠身、央视曝光,“人人租”冲击港股IPO
Shen Zhen Shang Bao· 2026-01-29 07:11
根据招股书,公司于2016年推出"人人租"平台。"人人租"已成为中国领先的综合线上租用消费服务平台。2024年,"人人租"的GTV为75亿元,截至2025年 9月30日止九个月为57亿元。截至2025年9月30日,"人人租"已汇聚超过20000家注册入驻商家及约6120万名注册用户。 财务数据显示,公司2024年营收从2023年的2.94亿元增至4.21亿元,同比增幅达43.2%,但这一高增速未能持续,2025年前三季度收入3.56亿元,同比增速 下滑至18.9%,增长曲线有所放缓。 近日,港交所官网显示,"人人租"母公司广州研趣信息科技股份有限公司(简称"研趣信息")递表港交所,申万宏源香港为独家保荐人。 研趣信息执行董事分别为洪国志、何泽霖、姜鼎坤、卓丽双;非执行董事分别为李颖、郑维周,独立非执行董事分别为马振峰、陈皓昆、韩斌。 公司的盈利增长也趋于放缓,2023年至2025年前三季度净利润分别为7964.2万元、1.19亿元、8903.6万元。其中,2025年前三季度公司净利润同比仅微增 0.2%,近乎停滞,并且与18.9%的营收增速形成背离。 | | | 截至12月31日止年度 | | | | 截至9 ...
触发退市风险条件!“童鞋第一股”ST起步连亏6年
Shen Zhen Shang Bao· 2026-01-29 07:09
Core Viewpoint - ST Qibu (603557) has announced a projected net loss for the fiscal year 2025, estimating a loss between 128 million to 178 million yuan, primarily due to intensified competition in the textile and apparel industry and deteriorating conditions for downstream distributors [1][5]. Financial Performance - The company expects a net profit attributable to shareholders of between -128 million to -178 million yuan for 2025, with a net profit excluding non-recurring gains and losses projected at -118 million to -168 million yuan [1][5]. - ST Qibu anticipates total operating revenue for 2025 to be between 150 million to 200 million yuan, with the same range applicable for revenue after excluding unrelated business income [1][5]. Risk of Delisting - The company may face a risk warning for delisting if the audited profit total, net profit, or net profit excluding non-recurring gains and losses is negative, and if the operating revenue falls below 300 million yuan [1][5]. - The stock may be marked with "*ST" after the disclosure of the 2025 annual report if these conditions are met [5]. Historical Performance - ST Qibu has reported losses for five consecutive years from 2020 to 2024, with cumulative losses amounting to approximately 1.789 billion yuan [6][7]. - The company's debt-to-asset ratio was reported at a high of 88.95% as of the end of the third quarter of 2025 [7]. Market Reaction - On January 29, the stock experienced a temporary surge, reaching a limit up, and was trading at 2.67 yuan per share, with a market capitalization of 1.665 billion yuan [7]. - The stock price has significantly declined from over 30 yuan at the time of listing, reflecting a market value reduction of approximately 17.8 billion yuan over the years [10].
特斯拉:Model S和Model X即将停产
Shen Zhen Shang Bao· 2026-01-29 05:17
"是时候让Model S和Model X项目以一种体面的方式正式画上句号了。因为我们正真正迈向一个基于自 动驾驶的未来。"北京时间2026年1月29日,特斯拉正式发布2025年第四季度及全年财报,在财报电话会 上,马斯克宣告了这样一个重要决定。"我想这不完全算是坏事。"马斯克说。 马斯克表示,如果有兴趣购买Model S或X,现在就是订购的时机。特斯拉预计将在下个季度逐步停止S 和X的生产,并基本上在下个季度开始新阶段。关于售后,马斯克表示,只要人们还拥有这些车辆,我 们就将继续为Model S和X项目提供支持。 算力方面,特斯拉正在得州超级工厂打造Cortex 2算力集群,进一步提升人工智能训练算力规模。2026 年上半年,计划将得州超级工厂的本地算力规模提升超一倍(按H100等效算力计算)。 关于特斯拉的转型,马斯克此前就表示过,不应该把特斯拉视为是一家汽车企业,而是一家科技公司。 近年来,特斯拉也一直在加速布局自动驾驶、人形机器人、算力芯片、储能等业务。 根据特斯拉最新财报,2026年第一季度,特斯拉人形机器人第三代版本即将发布,该版本将在2.5代的 基础上进行重大升级,包括最新的手部设计。马斯克表示, ...