Ge Long Hui A P P

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谁是4月新势力卷王?零跑勇夺销冠,小鹏大增273%
Ge Long Hui A P P· 2025-05-01 10:11
Group 1: Overall Market Performance - In April, several new energy vehicle companies reported impressive delivery figures despite increasing market competition [1] - The leading company in April was Leap Motor, delivering over 40,000 units, followed by XPeng with a 273% increase [1][6] - Li Auto, Xiaomi, and NIO followed in the rankings, with NIO in fifth place [1] Group 2: Leap Motor's Performance - Leap Motor achieved a delivery volume of 41,039 units in April, marking a 173% year-on-year increase [2] - The launch of the B series models significantly contributed to Leap Motor's rapid growth [2][3] - The B10 model, launched on April 10, reached 10,000 units delivered within just 16 days [3] Group 3: XPeng's Performance - XPeng delivered 35,045 vehicles in April, a 273% year-on-year increase and a 6% month-on-month increase [6] - XPeng has consistently delivered over 30,000 units for six consecutive months [6] - Cumulatively, XPeng delivered 129,053 vehicles in the first four months of the year, reflecting a 313% year-on-year growth [6] Group 4: Li Auto's Performance - Li Auto delivered 33,939 vehicles in April, a 31.6% year-on-year increase, but a decrease of 2,735 units from March [8] - The total cumulative delivery for Li Auto reached 1,260,675 vehicles as of April 30, 2025 [8] - Li Auto's models have dominated the SUV sales in the 200,000 to 500,000 yuan price range [8] Group 5: NIO's Performance - NIO delivered 23,900 vehicles in April, a 53% year-on-year increase and a 58.9% month-on-month increase [10] - Cumulatively, NIO has delivered 737,558 vehicles, with the NIO brand accounting for 697,385 units [10] Group 6: Xiaomi's Performance - Xiaomi delivered over 28,000 vehicles in April, a slight decrease of 3.4% from March [13] - The company has rapidly expanded its presence, adding 34 new stores in April and reaching a total of 269 stores across 74 cities [13] Group 7: Other Companies' Performance - Other companies also reported growth, with Avita delivering 11,681 units (up 122.6%), Lantu delivering 10,019 units (up 150%), and Zeekr showing an 18.7% year-on-year increase [14]
海南机场(600515.SH):拟以23.39亿元收购美兰空港50.19%内资股股份 成为其控股股东
Ge Long Hui A P P· 2025-04-30 12:46
美兰空港于2000年12月28日在中国注册成立为股份有限公司,于2002年11月18日发行H股并在香港联交 所主板上市,于2003年11月6日经中国商务部批准成为一家外商投资股份有限公司。公司及其子公司经 营中国海南省海口市美兰机场内的航空及非航空业务。2024年度,美兰空港实现飞机起降18.61万架 次,旅客吞吐量2,689.04万人次,货邮吞吐量20.93万吨,较上年同比分别增长7.92%、10.48%、 19.69%。 机场运营管理是公司的主责主业,本次交易完成后,美兰空港将成为公司合并报表范围内控股子公司, 公司营收规模和资产规模都将得到进一步扩大,有利于进一步聚焦及做强做优做大公司机场主业,提升 公司核心竞争力,同时实现海南自贸港区域内机场资源的统筹协同,把握海南自贸港封关运作机遇期, 更好地服务海南自贸港建设,实现上市公司高质量发展。 本次交易完成后,公司及全资子公司海南机场设施(香港)有限公司合计持有美兰空港至少50.19%股 份,公司成为美兰空港的控股股东。 格隆汇4月30日丨海南机场(600515.SH)公布,为实现海南自贸港区域内核心交通基础设施的整合,更好 守护空中门户、服务海南自贸港建 ...
科拓通讯冲击IPO,专注于智慧停车,2022年净利润同比下降超80%
Ge Long Hui A P P· 2025-04-30 11:59
帮助3亿辆车停车缴费的小程序要IPO了! 格隆汇获悉,4月29日,厦门科拓通讯技术股份有限公司(简称"科拓通讯")向港交所递交了招股书,其保荐人是中金 公司和民银资本。 科拓通讯是一家城市停车场景数智化服务提供商,已累计为超过6.8万个停车场以及3亿辆车提供支持,在A股的同行 有捷顺科技(002609.SZ)、百胜智能(301083.SZ)、大华股份(002236.SZ)等上市公司。 不过这并非科拓通讯首次冲击IPO。 2017年4月,科拓通讯首次提交了创业板上市申请,不过在2017年10月自愿撤回了。 2021年6月,公司第二次提交了创业板上市申请,并于2022年8月30日上会,但是由于发售条件、上市条件、资料披露 情况不符合规定,遭到发审委否决。 那么,经过几年的发展,科拓股份的近况如何?让我们透过招股书来一探究竟。 01 专注于提高停车场运营效率,为3亿辆车提供支持 科拓通讯于2006年成立,2011年8月完成股改,总部位于福建省厦门市思明区。 截至2025年4月21日,孙龙喜及黄金练两位创始人共同控制公司53.65%的投票权。 孙龙喜今年47岁,目前任董事长、执行董事兼总经理,主要负责整体战略规划、业 ...
险资入市又有新进展!鸿鹄基金持仓来了
Ge Long Hui A P P· 2025-04-30 07:45
Group 1 - The core investment strategy of Honghu Fund in Q1 2025 involved significant increases in holdings of Yili Co. and Shaanxi Coal, while maintaining its position in China Telecom [1][5][8] - Honghu Fund's holdings include 1.53 billion shares of Yili Co. valued at 4.289 billion yuan, and 1.16 billion shares of Shaanxi Coal valued at 2.304 billion yuan as of the end of Q1 2025 [5][8] - The fund's investment in China Telecom remained unchanged, with a holding of 760 million shares valued at 5.979 billion yuan, reflecting an increase in market value due to stock price appreciation [5][8] Group 2 - The fund's sector allocation shows a distribution of 47.56% in communication services, 34.12% in data services, and 18.33% in coal mining [4][3] - The total number of stocks held by Honghu Fund is three, with two stocks increased and one stock unchanged in Q1 2025 [3][5] - The insurance capital market is experiencing a significant increase in long-term stock investments, with the scale rising from 500 billion yuan to 1.62 trillion yuan, indicating a growing trend of insurance funds entering the equity market [10][11]
众安银行2024年财报出炉:逆势增长显韧性 剑指百万用户新里程
Ge Long Hui A P P· 2025-04-30 02:35
Core Insights - ZA Bank achieved a total revenue of HKD 548 million in 2024, marking a significant year-on-year increase of 52.6% [1] - Net interest income surged by 86% to HKD 489 million, with a net interest margin expanding to 2.41%, outperforming the average of 1.52% for retail banks in Hong Kong [1] - Customer deposits skyrocketed by 66% to HKD 19.4 billion, while loan growth defied market trends with a 5.7% increase, contrasting with an overall market contraction of 2.8% [1] - The net loss narrowed by 42% to HKD 232 million, achieving a monthly profit breakthrough in July 2024, validating the sustainability of its business model [1] User Growth - By the end of 2024, ZA Bank's retail user base exceeded 800,000, covering over 13% of the banking customer population in Hong Kong, achieving in five years what traditional banks took a century to accumulate [2][5] - Innovative deposit products such as "High-Interest Money Pot" and "Lazy Money Pot" have enhanced customer retention, with over half of users setting ZA Bank as their default bank for "Faster Payment" [2] - The bank aims to reach one million users by 2025, emphasizing that this milestone is not just a number but a testament to the sustainability of its platform model [2][5] Strategic Upgrades - In 2025, ZA Bank plans to expand its investment ecosystem, creating a comprehensive investment platform covering funds, US stocks, cryptocurrencies, and Hong Kong stocks, targeting new immigrants and younger demographics [3][6] - The app currently offers over 170 fund products, with fund assets doubling in six months, and the "StockBack" cashback program driving growth in US stock trading [3] - The "Banking for Web3" strategy is ongoing, making ZA Bank the first digital bank in Hong Kong to provide reserve banking services for stablecoin issuers, serving over 100,000 small and micro enterprises and two licensed virtual asset trading platforms [3] Recognition and Awards - ZA Bank has received global recognition, being named the first Hong Kong bank to win the "Rising Star" award by Fortune magazine and recognized as one of Asia's top 15 digital banks [7] - The bank has also won the Hong Kong Annual SME Digital Innovation Award for its fast online corporate account opening service, establishing itself as a leading partner for local SMEs [7] - The ZA Bank app was awarded the 2025 iF Design Award, recognized as the "Oscar" of the design industry, marking it as a standout in digital banking design [7]
券商Q1业绩亮眼!3700亿龙头实现高增长,净利润同比增32%
Ge Long Hui A P P· 2025-04-29 11:51
Group 1 - The core viewpoint of the articles highlights the strong performance of the brokerage industry in Q1, with significant profit growth reported by major firms like CITIC Securities [1][5][8] - CITIC Securities reported a revenue of 17.761 billion yuan, a year-on-year increase of 29.13%, and a net profit of 6.545 billion yuan, up 32% [1][3] - The increase in CITIC Securities' profits is attributed to higher revenues from wealth management and investment trading [1][3] Group 2 - A total of 41 listed brokerages have released their Q1 reports, with 40 reporting profits, and only Jinlong Co., Ltd. posting a loss of 95.731 million yuan [5][6] - Several brokerages experienced substantial profit increases, with Northeast Securities seeing an 859.84% rise, and Guotai Haitong up 392% [5][6] - The overall brokerage sector is expected to maintain a stable upward trend, with recommendations for strategic investments [7][8] Group 3 - Despite strong earnings, CITIC Securities' stock price has been on a downward trend for over five months, dropping nearly 28% since reaching a historical high [3][6] - As of the latest closing, CITIC Securities' stock price is 25.01 yuan, with a total market capitalization of 370.7 billion yuan [3][6] - The brokerage sector is anticipated to benefit from a low base effect in Q1, with expectations for further mergers and acquisitions [8]
先导智能发布财报:订单高增 业绩拐点已到
Ge Long Hui A P P· 2025-04-29 00:58
4月28日晚间,全球领先的新能源智能装备解决方案服务商先导智能发布2024年年度报告和2025年一季 度报告。年报显示,2024年先导全年营业收入118.55亿元,降幅较前三季度收窄,全年实现归属于上市 公司股东的净利润2.86亿元。2024年第四季度归属于上市公司股东的净利润同比增长41.28%,较去年同 期减亏,第四季度公司经营性现金流实现净流入10.22亿元,显示出较强的改善趋势。先导智能2025年 一季度营收30.98亿元,归母净利润3.65亿元,分别环比增长12.94%、213.29%,经营性现金流量净额 8.64亿元,继续保持净流入,较2024年一季度经营性现金流-7.1亿元有明显改善,拐点已经0显现。 行业回暖订单高增 预期业绩持续改善 为把握全球产业发展的红利,锂电产业链企业出海步伐加快。年初,宁德时代、瑞浦兰钧、格林美、天 赐材料、斯莱克多家锂电产业链企业发布了的海外投资计划。随着国内市场的复苏及国内外公司在海外 市场布局的不断加码,先导智能紧抓机遇,于今年1月宣布赴港上市,希望借助海外资本平台为国际化 战略提供资金支持,巩固行业龙头地位,在未来保持持续的全球竞争力。 新电池、新技术 静待未 ...
ST沪科(600608.SH):股票被实施退市风险警示并继续被实施其他风险警示暨停牌
Ge Long Hui A P P· 2025-04-28 14:05
2、2024年度中审众环会计师事务所(特殊普通合伙)出具了《关于上海宽频科技股份有限公司非经营 性资金占用及清偿情况、违规担保及解除情况的专项审核报告》[众环专字(2025)1600052号]。截至2024 年12月31日,公司历史遗留的原控股股东南京斯威特集团及其关联方资金占用余额为34,861.22万元,占 2024年度经审计净资产的921.63%,金额超过1,000万元,未能在1个月内完成清偿或整改,触及《上海 证券交易所股票上市规则》(2024年4月修订)9.8.1(一)条规定的股票实施其他风险警示(ST)的情 形。 公司股票将于2025年4月29日(星期二)停牌一天,于2025年4月30日(星期三)起实施退市风险警示。 实施退市风险警示后公司股票价格的日涨跌幅限制为5%,实施退市风险警示后公司股票仍在风险警示 板交易。 格隆汇4月28日丨ST沪科(600608.SH)公布,1、公司2024年度经会计师事务所审计,实现利润总 额-723.53万元,实现归属于母公司所有者的净利润-568.28万元,归属于母公司所有者的扣除非经常性 损益后的净利润-568.88万元;2024年实现营业收入1,722.67 ...
“非洲手机之王”业绩大爆雷!Q1净利润同比下滑近7成
Ge Long Hui A P P· 2025-04-28 10:23
"非洲手机之王"传音控股一季报爆雷了。 净利下滑近7成 今年一季度,传音控股实现营收为130.04亿元,同比下降25.45%;净利润为4.9亿元,同比下降69.87%;扣非净利润为3.43亿元,同比下滑74.64%。 同时,传音控股经营活动产生的现金流连续恶化,今年一季度的净额亏损高达7.41亿元。 | | | | 甲V: 刀元 甲性:人民日 | | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期 | | 本报告期比上年同期 增减变动幅度(%) | | | | 调整前 | 调整后 | 调整后 | | 营业收入 | 1,300,382.88 | 1.744.328.19 | 1.744.328.19 | -25.45 | | 归属于上市公司股东的净 利润 | 49.008.65 | 162.646.95 | 162.646.95 | -69.87 | | 归属于上市公司股东的扣 除非经常性损益的净利润 | 34.321.35 | 135 356.72 | 135,356.72 | -74.64 | | 经营活动产生的现金流量 | -74.052.42 | - ...
2000亿“砸”向核电!超级周期来了?哪些产业链受益?
Ge Long Hui A P P· 2025-04-28 07:21
2000亿政策红利超强驱动,核电迎来史诗级扩容。 此次国常会上获批的新项目共计5个工程、10台新机组,新核准机组的投资总额或将超过2000亿元。 分别为广西防城港核电三期(5、6号机组),广东台山核电二期(3、4号机组),浙江三门核电三期(5、6号机组),山东海阳核电三期(5、6号机组), 福建霞浦核电一期(1、2号机组)。 周一,港A核电股高开。截至发稿,A股天沃科技(维权)涨停,华银电力涨超9%,宝钢股份涨超5%,中国核电涨超1.5%。 在新核准的10台机组中,共有8台机组采用"华龙一号"技术,主要由中广核、中国核电、中国华能和国家电投集团等企业负责建设和运营。 今日早间,两大核电巨头——中国核电与中广核电力相继披露旗下核电项目获核准。其中,中广核一举拿下两个项目。 截至目前,两家上市公司公告的核电机组数合计为6部。 其中,天沃科技已录得10天6板,累计涨幅为46.12%,累计换手率为143.82%,最新A股总市值达50.07亿元。 港股中广核电力盘中一度涨逾6%,现涨超3%,总市值为1277.61亿港元。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 √ | 总市值 | | --- | - ...