Shen Zhen Shang Bao
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五大上市险企披露年报,多家净利润创历史新高 投资收益是利润增长主因
Shen Zhen Shang Bao· 2025-03-31 16:53
从年报可以看出,2024年五大险企资产端、负债端均出现同步回升的状况,特别是投资收益整体走高, 投资收益率亮眼。2024年,中国人保实现净投资收益573.18亿元、总投资收益821.63亿元,净投资收益 率为3.9%、总投资收益率为5.6%;中国人寿寿险公司实现净投资收益1956.74亿元、总投资收益3082.51 亿元,净投资收益率为3.47%、总投资收益率为5.5%;中国平安实现净投资收益1754.2亿元、总投资收 益2064.25亿元,净投资收益率为3.8%、综合投资收益率为5.8%;中国太保实现净投资收益827.99亿 元、总投资收益1203.94亿元,净投资收益率为3.8%、总投资收益率为5.6%;新华保险实现净投资收益 452.83亿元、总投资收益796.87亿元,净投资收益率为3.2%、总投资收益率为5.8%。 中国人寿表示,2024年股票市场低位震荡后快速反弹,公司总投资收益同比大幅提升。固定收益方面, 灵活调整配置节奏和品种策略,持续稳固配置底仓;权益投资方面,抓住市场机会开展逆势投资和中长 期布局,持续推进均衡配置和结构优化;另类投资方面,聚焦优质主体和核心资产,创新投资模式,稳 定配置规 ...
美的集团:拟斥百亿元大手笔回购
Shen Zhen Shang Bao· 2025-03-31 16:53
Group 1 - The core viewpoint of the article highlights Midea Group's significant share repurchase plan, which ranges from 5 billion to 10 billion yuan, reflecting the company's confidence in its future development and responding to market policies [1][3] - Midea Group's share repurchase will utilize its own funds and/or a special loan from the Bank of China, marking it as the largest implementation plan since the introduction of stock repurchase loans in the A-share market [1] - The company plans to use over 70% of the repurchased shares for cancellation and reduction of registered capital, as well as for implementing equity incentive plans and/or employee stock ownership plans [1] Group 2 - In terms of performance, Midea Group achieved a total operating revenue of 409.1 billion yuan last year, representing a year-on-year growth of 9.5%, and a net profit attributable to shareholders of 38.5 billion yuan, up 14.3% [2] - As of December 31, 2024, Midea Group's total assets are approximately 604.4 billion yuan, with cash and cash equivalents around 140.4 billion yuan, and net assets attributable to shareholders of approximately 216.8 billion yuan [2] - If the repurchase amount reaches the upper limit of 10 billion yuan, it would account for about 1.65% of the company's total assets and approximately 4.61% of the net assets attributable to shareholders based on the financial data as of December 31, 2024 [2]
三大基金代销平台业绩分化 业内预计头部机构有望保持领先优势
Shen Zhen Shang Bao· 2025-03-31 11:58
东方财富(300059)年报数据显示,天天基金2024年的营收与净利都同比下滑:2024年的营业收入为 28.53亿元,同比减少21.56%;净利润为1.51亿元,同比下滑27.4%。不过,天天基金保有规模实现了增 长。根据数据,至2024年末,天天基金的非货基金保有规模为0.61万亿,同比增长10.91%;而权益类基 金的保有规模小幅下滑。至去年年末,天天基金共上线160家公募的2.06万只基金。 招商银行2024年年报披露集团以基金代销为代表的净手续费及佣金收入情况。受基金降费和权益类基金 保有规模下降影响,招商银行2024年代理基金收入41.65亿元,同比下降19.58%;资产管理手续费及佣 金收入107.51亿元,同比出现下滑,主要是子公司招银理财和招商基金管理费收入减少。中基协数据显 示,去年末招商银行非货保有规模增长1769亿元,其权益基金的保有规模有所下降,可见债基同样是其 保有规模增长主力。 深圳商报·读创客户端记者 詹钰叶 上市公司年报持续披露,蚂蚁基金、招商银行(600036)与天天基金三大基金代销巨头的业绩出炉。业 内认为,长期看我国大财富管理行业将保持高质量发展,头部机构有望保持领先优 ...
清明小长假即将开启 深铁预计发送旅客超150万人次
Shen Zhen Shang Bao· 2025-03-31 05:35
"清明小长假期间,为满足旅客出行需求,深圳铁路加大运力供给,根据客票预售和候补数据,持续调 整运输方案。目前,已安排加开动车组列车412趟,其中包括夜间高铁81趟,主要去往广州、长沙、汕 尾、潮汕等地区。"深圳车站相关负责人介绍道。除了加开列车,铁路部门还对部分动车组列车采取重 联运行,进一步提升运力。 高铁出行需求旺盛。铁路部门预测,清明假期,深圳北站将发送旅客106.2万人次,同比增长4.6%,4月 4日客流最高峰,当天预计可发送旅客31.2万人次,同比增长10.7%。 【深圳商报讯】(记者 肖晗 通讯员 邱宇晖 岳千琳 田恬)记者从深圳铁路获悉,2025年清明小长假铁 路运输期限共5天,为4月3日至7日,深圳铁路预计发送旅客154.5万人次,同比增长4.7%。预计客流最 高峰将出现在4月4日,当天预计发送旅客46万人次,同比增长4.8%。 据了解,今年清明假期,铁路客流构成以短途祭扫为主导,叠加踏青旅游客流形成双高峰。4月3日-4 日,省内短途热门方向主要是广州、汕尾、普宁、潮汕、韶关等祭扫和人口密集地区;省外长途热门方 向主要是郴州、长沙、桂林、南宁等方向。节后返程客流(4月6日-7日)则呈现多波次、 ...
逾七成券商去年净利增长 自营业务成业绩关键点
Shen Zhen Shang Bao· 2025-03-31 04:08
上市公司年报密集披露。截至3月31日,已有23家券商披露了年报,其中逾七成公司去年净利润同比增 长。从财报来看,自营业务表现成为券商业绩分化的关键点。 从营收和净利润来看,去年中信证券(600030)以637.89亿元的营业收入和217.04亿元的归母净利润, 继续稳居行业"双料"冠军,展现出其作为券商龙头的强劲实力。与此同时,归母净利润超过百亿的券商 队伍扩容至5家,除了中信证券外,还包括华泰证券(601688)(153.51亿元)、国泰君安(601211) (130.24亿元)、招商证券(600999)(103.86亿元)和中国银河(601881)(100.31亿元)。由此不 难看出,头部券商的盈利能力进一步增强,行业的集中度在提升。 中小券商方面,部分券商去年业绩高速增长,成为行业的黑马。其中,华林证券(002945)去年归母净 利润为3.53亿元,同比增幅高达1014.54%,红塔证券(601236)的归母净利润同比增长144.66%,达到 7.64亿元。也有少数券商去年净利润下滑,如中泰证券(600918)、光大证券(601788)、信达证券 (601059)等。 经纪业务方面,已公布业绩的九成券商 ...
深圳发放首批“训力券”总额近2亿元 惠及40余家人工智能和具身智能机器人企业
Shen Zhen Shang Bao· 2025-03-31 00:35
Group 1 - Shenzhen has issued its first batch of "training vouchers" totaling nearly 200 million yuan, benefiting over 40 artificial intelligence and embodied intelligent robot companies [1] - The launch of the 3000P Flops intelligent computing center marks a significant breakthrough in Shenzhen's computing power infrastructure [1] - The "Action Plan for Accelerating the Construction of an Artificial Intelligence Pioneer City (2025-2026)" aims to create a supportive environment for AI startups and SMEs, focusing on optimizing computing power supply and fostering innovation [1] Group 2 - Shenzhen plans to double the existing intelligent computing centers and establish several domestic intelligent computing centers, targeting over 80E FLOPS of real-time available computing power by 2026 [2] - The city will allocate 4.5 billion yuan in policy funds this year for various forms of support, including "corpus vouchers," "model vouchers," and industry application subsidies [2] - A 10 billion yuan artificial intelligence fund will be established to create a comprehensive investment ecosystem, including guiding funds, angel funds, seed funds, and cluster funds [2]
用脚步丈量“超级工程” 深圳机场三跑道欢乐跑活动举行
Shen Zhen Shang Bao· 2025-03-30 16:48
现场3000名参与人员中,既有亲身参与三跑道工程的建设者和空港各单位人员,也有不少经常从机场出 行的旅客,还有幸运中签的社会跑者。 【深圳商报讯】(记者陈发清通讯员刘韶滨)3月30日早上9时,深圳机场三跑道欢乐跑活动正式开始。 来自社会各界3000名跑步爱好者在三跑道旁的海堤入口处起跑,沿着紧邻珠江口的外海堤,踏上新建成 的机场三跑道,最终抵达位于三跑道中段的活动终点。 此次深圳机场三跑道欢乐跑是中国内地首个以机场跑道为主题的路跑活动,据了解,活动共分为5公里 和10公里两个组别,活动的跑步路线主要设置在深圳机场三跑道。深圳机场三跑道项目是国家重大项 目、广东省重点工程,长3600米,宽45米,飞行区按照最高等级4F级建设,去年底主跑道已贯通,今 年将正式建成,建成后将进一步提升深圳国际航空枢纽能级,助力粤港澳大湾区世界级机场群建设。 路跑活动在当下已经成为展示城市风光和活力的重要方式,此次深圳机场三跑道欢乐跑将城市元素、体 育元素与民航元素相融合,前期共有超过2.5万名社会跑友参与报名。除了独特的风景,活动现场也很 有民航特色。跑完全程的跑友,除了能获得具有民航和机场特色的纪念奖牌,还能领取一份机场文创产 ...
无人驾驶场景更多了 南山区发放首批次智能网联汽车市场化运营试点
Shen Zhen Shang Bao· 2025-03-29 18:37
什么是功能型无人车?功能型无人车是指无驾驶座、无驾驶舱、具备自动驾驶功能的低速电动轮式车 辆,能够在无人工主动操作的情况下,在道路上自动、安全行驶。 【深圳商报讯】(记者涂竞玉)360公式避障雷达、秒级路线规划……2025年,科幻片照进现实,无人 驾驶Robotaxi穿梭于城市的场景即将上演。 近日,《南山区支持创新创业"六个一"行动方案》印发,其中"一场景"重磅举措首日发布、首日落地, 南山区发放首批次智能网联汽车市场化运营试点以及功能型无人车道路测试许可,开创全国一线城市中 心城区先河。这意味着智能网联汽车实现城市级应用场景。 今年2月份,南山区印发实施了《深圳市南山区智能网联汽车商业化运营试点管理办法(试行)》《深 圳市南山区功能型无人车测试及应用试点管理办法(试行)》,探索推进全区智能网联汽车市场化运营 试点以及功能型无人车的创新管理,支撑全区智能网联汽车产业高质量发展,推动产业规模化运营。 其中,南山区首创规则体系,填补市场化运营规则空白,构建"道路测试——应用试点"政策闭环。 南山区以"六个一"行动方案为基石,向全球智能网联汽车、人工智能、机器人、具身智能、量子信息等 新兴产业敞开怀抱。这里不仅是 ...
中兴通讯加力AI布局 2024年净利润84.25亿元,公司表示有信心推动收入重回增长轨道
Shen Zhen Shang Bao· 2025-03-29 18:37
Core Viewpoint - ZTE Corporation aims to return to revenue growth by consolidating its domestic operator base, increasing market share among overseas operators, and enhancing its AI product offerings, particularly in personal and family applications [1] Group 1: Financial Performance - In 2024, ZTE's total revenue is projected to be 121.3 billion yuan, with a net profit of 8.425 billion yuan [1] - The company anticipates that the latest financial reports from the three major domestic operators indicate a growth of over 20% in computing power investments for 2025 [1] Group 2: Strategic Focus - ZTE positions "Connection + Computing Power" as its long-term strategic focus, with three key areas: building AI-native ICT infrastructure solutions, enabling AI application proliferation, and enhancing AI applications for mobile and home devices [2] - The company plans to strengthen its hardware and software collaboration to improve computing efficiency and optimize performance, power consumption, and costs [2] Group 3: Market Opportunities - ZTE aims to deepen its dual-track strategy of "leading internet + operators" to drive rapid growth in computing power product revenues, particularly in the domestic internet market [3] - The company expects international operator network investments to stabilize and grow, with a projected CAGR of nearly 5% from 2025 to 2028 [3] Group 4: Leadership Change - Li Zixue has resigned as chairman of ZTE due to age reasons, with the company's president Xu Ziyang expressing gratitude for his contributions [4]
中广核电力发布2024年度业绩 年度上网电量2272亿千瓦时
Shen Zhen Shang Bao· 2025-03-29 18:36
Core Viewpoint - China General Nuclear Power Corporation (CGN Power) reported stable operational performance for 2024, with a focus on nuclear safety and maintaining a leading position in installed capacity in the domestic market [1][2]. Group 1: Operational Performance - In 2024, CGN Power achieved a total electricity generation of 227.28 billion kWh, reflecting a year-on-year increase of 6.13% [1][2]. - The company managed 28 operational units, maintaining a high operational safety standard, with over 86% of its units meeting advanced global standards set by the World Association of Nuclear Operators (WANO) [3]. - The installed capacity of operational and under-construction units exceeded 51.2 million kW, keeping CGN Power at the forefront of the domestic market [1][3]. Group 2: Financial Performance - CGN Power reported a net profit attributable to shareholders of RMB 10.814 billion, a year-on-year increase of 0.83%, while the net profit after excluding non-recurring items was RMB 10.713 billion, up 0.94% [2]. - The board proposed a cash dividend of RMB 0.095 per share, with a dividend payout ratio of 44.36%, continuing its commitment to a five-year dividend plan [2]. Group 3: Safety and Technology - The company emphasizes nuclear safety as a top priority, implementing a rigorous safety management system and conducting regular safety inspections at nuclear power bases [3]. - CGN Power's "Hualong One" technology continues to be optimized, with significant advancements in safety systems and innovative construction techniques being applied [4]. Group 4: Environmental Impact - In 2024, CGN Power's operations resulted in a reduction of approximately 6.891 million tons of standard coal consumption and a decrease of about 18.7 million tons of carbon dioxide emissions, equivalent to planting over 510,000 hectares of forest [5]. - The company is committed to talent development and creating a diverse workplace environment to support employee growth [5].