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伊利水饮业务或迎新负责人 具有渠道、营销工作背景
Xi Niu Cai Jing· 2025-05-01 02:25
公开资料显示,刘勇深耕酒水行业多年,2016年从啤酒行业转战水饮行业,至今已有近10年的从业经验,在酒水行业渠道、营销等方面具有丰富的运营经 验。行业新媒体食悟数据显示,刘勇2021年任职恒大冰泉期间,恒大冰泉全年营收同比增长27%;深矿泉营收同比增长14%,新品业务营收同比增长70%, 新品业务占比从25%提升至34%。 在乳制品行业增速放缓的背景下,头部企业纷纷寻找第二增长曲线,而伊利的选择是加码水业务。从矿泉水到现泡茶,再到婴儿水,这家乳业巨头正试图在 竞争激烈的瓶装水市场分一杯羹。 日前,伊利水饮业务再有大动作,原翠林农牧集团副总裁兼恒大冰泉集团董事长刘勇被曝加入伊利水饮业务,担任销售总经理。 刘勇的到来意味着伊利水饮业务未来将更注重渠道建设和品牌营销。目前,伊利水饮仍隶属于液奶事业部,但随着规模扩大,独立运营的可能性正在提升。 不过,伊利方面尚未对刘勇入职等消息进行公开回应。 但值得关注的是,伊利在水饮业务上的布局并不晚,最早可追溯至1996年,后因聚焦乳业而暂停。如今卷土重来,伊利显然有更清晰的战略——不是简单跟 风,而是结合自身优势寻找突破口。例如,伊刻活泉现泡茶采用"茶水分离锁鲜盖"技术,解决 ...
曝日产汽车武汉工厂将停产 产能利用率严重不足
Xi Niu Cai Jing· 2025-05-01 02:19
Group 1 - Nissan plans to shut down its vehicle production operations at the Wuhan plant by the end of the fiscal year 2025, which ends on March 31, 2026 [2] - The Wuhan plant, which began operations in 2022, has an annual production capacity of approximately 300,000 units and primarily produces the electric vehicle Ariya and the SUV X-Trail [2] - Nissan's sales in China have been declining, with a 12.2% year-on-year drop in 2024, marking six consecutive years of decline [2] Group 2 - The utilization rate of Nissan's production capacity in China was only 42.1% in 2023, with the actual production at the Wuhan plant being just 11,200 units, resulting in a utilization rate of less than 3.7% [2] - This is not the first adjustment Nissan has made to its production layout in China, as it previously closed the production operations at the Changzhou plant in June of the previous year [3] - If the Wuhan plant successfully ceases operations, Nissan's production bases in China will be reduced from six to four [3]
中银基金副总裁王睿卸任6只产品 其中一只产品成立以来净值下跌23.07%
Xi Niu Cai Jing· 2025-05-01 02:12
Group 1 - Wang Rui resigned from his position as fund manager for several funds at Zhongyin Fund due to personal reasons, effective April 24, 2025 [1][2] - Wang Rui has been with Zhongyin Fund since 2018 and previously held positions at Huabao Xingye Fund and Jiao Yin Schroder Fund [1] - The best-performing fund under Wang Rui's management is the Zhongyin New Economy Flexible Mixed A Fund, which has a return of 88.66% since its inception [1] Group 2 - The Zhongyin Xingli Steady Return Flexible Allocation Mixed Fund has experienced the largest net value drawdown of 23.07% since its establishment in November 2021 [1][3] - As of April 25, 2025, the fund's unit net value is 0.7693, with a year-to-date return of 9.14% and a three-year return of -20.61% [3] - The fund's asset allocation as of the first quarter of 2025 includes 74.21% in stocks and 6.20% in bonds, with significant holdings in companies like Guotai Junan and CITIC Securities [3]
兴业证券2024年营收增长16.25% 净利润增长10.16% 拟10派1元
Xi Niu Cai Jing· 2025-05-01 02:12
Core Insights - The company reported a revenue increase of 16.25% in 2024, reaching 12.35 billion RMB, compared to 10.63 billion RMB in 2023 [3] - Net profit attributable to shareholders grew by 10.16% to 2.16 billion RMB in 2024, up from 1.96 billion RMB in the previous year [3] - The company plans to distribute a cash dividend of 1 RMB per 10 shares to all shareholders [3] Financial Performance - In Q1 2025, the company achieved a revenue of 2.79 billion RMB, reflecting a year-on-year growth of 17.48%, and a net profit of 516 million RMB, which is a 57.32% increase [1] - Investment income surged to 2.30 billion RMB in 2024, marking a significant increase of 2939.75%, primarily due to gains from derivative financial instruments [2] - Other business income rose to 2.56 billion RMB, up 42.70%, driven by increased revenue from bulk commodity sales [2] Subsidiary Performance - As of the end of 2024, the total assets of the subsidiary, Xingsheng Global Fund, amounted to 10.38 billion RMB, with net assets of 7.73 billion RMB [2] - The subsidiary reported a revenue of 3.28 billion RMB, a decline of 9.19%, and a net profit of 1.41 billion RMB, down 3.21% year-on-year [2] Brokerage Business - The securities and futures brokerage business generated revenue of 3.11 billion RMB in 2024, a decrease of 3.55% compared to the previous year [2] - The company has implemented stricter signing standards for brokers, resulting in a reduction of the broker team from 241 at the beginning of 2024 to 97 by year-end, with only 2 new brokers added [2]
易天股份2024年营收下降27.37% 净利润暴跌604.93%
Xi Niu Cai Jing· 2025-04-30 11:22
2024年,易天股份期间费用为1.46亿元,较2023年减少3679.73万元;期间费用率为37.14%,较2023年上升3.36个百分点。其中,销售费用同比减少13.33%, 管理费用同比减少26.06%,研发费用同比减少25.17%,财务费用同比增长122.57%。 2024年第四季度成为易天股份业绩"重灾区",单季度营收为5162.59万元,环比下降71.77%,净亏损达9543万元,亏损幅度同比扩大超11倍。毛利率从2023 年的33.24%降至30.62%,净利率更跌至-28.19%。尽管经营活动现金流净额同比改善,但全年仍为负值,叠加投资活动现金流出扩大,易天股份资金链压力 凸显。 4月26日,易天股份(300812.SZ)发布2024年报,营业收入为3.93亿元,同比下降27.37%;实现归母净亏损1.09亿元,同比下降604.93%;实现扣非归母净 亏损1.11亿元,同比下降889.3%。 2024年,易天股份毛利率为30.62%,同比下降2.62个百分点;净利率为-28.19%,较2023年下降30.46个百分点。从单季度指标来看,2024年第四季度易天股 份毛利率为21.90%,同比下降1 ...
建艺集团2024年净利润下滑47.23% 加速业务转型
Xi Niu Cai Jing· 2025-04-30 11:22
Group 1 - The core viewpoint of the news is that Shenzhen Jianyi Decoration Group Co., Ltd. reported a slight increase in revenue but significant net losses due to asset impairment losses [2][3] - In 2024, the company achieved an operating income of 6.249 billion yuan, a year-on-year increase of 0.79%, while the net loss attributable to shareholders was 829 million yuan, a decline of 47.23% [2] - The substantial losses were primarily driven by a surge in asset impairment losses, totaling 945 million yuan, with bad debt losses from receivables reaching 587 million yuan [2] Group 2 - Financial expenses increased by 10.69% to 228 million yuan, further eroding profit margins alongside rigid management and sales expenses [2] - As of the end of 2024, the company's asset-liability ratio rose to 107.88%, with current liabilities reaching 7.285 billion yuan, indicating significant short-term debt pressure [2] - The company reported that 88% of the bad debt losses were related to receivables from Evergrande, with a 100% provision for bad debts if Evergrande's payables were excluded [2] Group 3 - In response to the industry downturn, the company accelerated its business transformation, with revenue from green energy business growing by 41.49% to 202 million yuan [3] - The company made strategic moves by acquiring mining rights for granite, expanding into the stone industry chain, and achieving breakthroughs in the Hong Kong market with project bids exceeding 100 million yuan [3] - The company has reported negative net profit for three consecutive years, and its negative net assets have triggered delisting risk warnings [3]
古井贡酒2024年净利润增长20.22%至55.17亿元 分红比例创历史新高
Xi Niu Cai Jing· 2025-04-30 11:22
Core Viewpoint - Gujinggongjiu reported a dual growth in revenue and net profit for 2024, achieving operating income of 23.578 billion yuan, a year-on-year increase of 16.41%, and a net profit attributable to shareholders of 5.517 billion yuan, up 20.22% year-on-year, although it fell short of its targets for revenue and profit [2] Group 1: Financial Performance - In 2024, Gujinggongjiu's revenue reached 23.578 billion yuan, marking a 16.41% increase year-on-year [2] - The net profit attributable to shareholders was 5.517 billion yuan, reflecting a year-on-year growth of 20.22% [2] - The company did not meet its initial targets of 24.45 billion yuan in revenue and 7.95 billion yuan in profit [2] Group 2: Quarterly Trends - The company's growth rate showed a declining trend throughout the quarters, with a 1.2% year-on-year decline in net profit in Q4 2024, marking the first negative growth in recent years [4] - The decline in performance is attributed to the overall destocking cycle in the liquor industry, leading Gujinggongjiu to control inventory to stabilize channel prices [4] Group 3: Market Strategy and Competition - The core product "Gu20" saw its terminal price drop below 500 yuan per bottle, which raised concerns about profitability as it accounts for nearly 30% of the company's revenue [4] - The company’s national strategy remains a key issue, with the Central China region contributing 20.151 billion yuan in revenue, accounting for 85% of total revenue, while growth in North and South China was significantly lower [4] - Competitors like Shanxi Fenjiu have achieved faster national expansion through differentiated strategies, while Gujinggongjiu still relies on traditional large merchant models, indicating weaker channel control [4] Group 4: Cost and Dividend Policy - High sales expenses have also impacted Gujinggongjiu's profits, with sales expenses reaching 4.823 billion yuan in the first three quarters of 2024, accounting for 25.29% of revenue, which is significantly higher than peers like Moutai and Wuliangye [4] - The company declared a total dividend of 2.643 billion yuan in 2024, with a payout ratio of 47.91%, the highest in its history, which boosted investor confidence but raised concerns about cash flow sustainability for national expansion [4] Group 5: Future Outlook - In 2025, the liquor industry is expected to remain in a phase of stock competition, and Gujinggongjiu's ability to maintain its domestic market while breaking through barriers in external markets will be crucial for achieving its goal of reaching 30 billion yuan [5] - The Q1 2025 report showed revenue of 9.146 billion yuan, a year-on-year increase of 10.38%, and net profit of 2.33 billion yuan, up 12.78%, indicating a slowdown compared to 2024 [5]
泸州老窖2024年业绩增速放缓 大手笔分红难掩库存压力
Xi Niu Cai Jing· 2025-04-30 11:22
Core Viewpoint - Luzhou Laojiao's 2024 performance report reveals a stable position in the liquor industry but highlights challenges amid deep industry adjustments [2][3] Financial Performance - In 2024, Luzhou Laojiao achieved operating revenue of 31.196 billion yuan, a year-on-year increase of 3.19% [2] - The net profit attributable to shareholders reached 13.473 billion yuan, growing by 1.71%, indicating a slowdown compared to previous years [2] - The company proposed a cash dividend of 45.92 yuan per 10 shares, with a total cash payout of 8.758 billion yuan, representing 65% of net profit [2] Dividend Policy - Luzhou Laojiao announced a three-year dividend plan, committing to cash dividend ratios of no less than 65%, 70%, and 75% for the years 2025-2027, with annual dividends not less than 8.5 billion yuan [2] Product Performance - The core revenue driver remains the high-end product Guojiao 1573, contributing 27.585 billion yuan, nearly 90% of total revenue [3] - However, the fourth quarter revenue of 6.896 billion yuan showed a significant decline in growth rate compared to the first three quarters [3] Inventory Concerns - As of the end of 2024, Luzhou Laojiao's inventory value reached 12.3 billion yuan, with turnover days exceeding 1,100, which is significantly higher than peers like Wuliangye and Fenjiu [3] - The company is investing 4.783 billion yuan in smart brewing technology upgrades to improve inventory turnover efficiency [3] Strategic Challenges - Luzhou Laojiao faces common industry challenges such as consumption segmentation and inventory digestion, while balancing price maintenance and market expansion [3] - The company maintains a gross profit margin of 86.51% and a return on equity of 30.44%, reflecting its strong profitability as a high-end liquor enterprise [3]
4.30犀牛财经晚报:一季度全球黄金需求总量达1206吨 阿里加码即时零售
Xi Niu Cai Jing· 2025-04-30 10:24
Group 1: Global Gold Demand - In Q1 2025, global gold demand reached 1206 tons, a year-on-year increase of 1% despite gold prices exceeding $3000 per ounce [1] - Gold ETF demand surged, leading to a more than doubling of gold investment demand to 552 tons, a 170% year-on-year increase, marking the highest quarterly level since Q1 2022 [1] - Retail investment in gold bars and coins in China increased by 3% to 325 tons, the second-highest quarterly demand on record [1] Group 2: Securities Firms Performance - In Q1 2025, 49 securities firms reported a total revenue of 132.4 billion yuan, a year-on-year increase of 27.1% [1] - The net profit attributable to shareholders reached 55.39 billion yuan, up 75.55% year-on-year; excluding special impacts, the growth rate was 49.26% [1] - Proprietary trading accounted for 39% of total net income, making it the largest revenue source, followed by brokerage business at 26% [1] Group 3: Television Market Forecast - TrendForce predicts a 0.7% year-on-year decline in global TV shipments in 2025 due to the impact of U.S. tariffs and reduced consumer demand [2] Group 4: Public Cloud Market Growth - IDC reports that the public cloud IaaS market in China is expected to grow to 94.82 billion yuan in H2 2024, a 13.8% year-on-year increase, driven by AI [2] - Alibaba Cloud ranks first in market share, with a continuous recovery over three consecutive quarters [2] Group 5: Instant Retail Development - Taobao's "Hour Delivery" service has been upgraded to "Taobao Flash Purchase," launching in 50 cities with plans for nationwide expansion [2] Group 6: Seafood Market Trends - The price of crayfish has dropped significantly, with medium-sized crayfish prices falling from 40 yuan per jin to 17 yuan per jin, a decline of over 50% [3] - Companies like Guolian Aquatic and Anjijin Food reported declines in revenue and net profit, attributed to market conditions and reduced demand for crayfish [3] Group 7: AstraZeneca's Tax Issues - AstraZeneca faces potential fines exceeding $800,000 due to allegations of tax evasion related to the import of a specific drug in China [3] Group 8: Chengdu Rural Commercial Bank Performance - Chengdu Rural Commercial Bank reported a total asset size of 914.26 billion yuan, marking a significant growth trend [5] Group 9: Investment Strategy Insights - Notable investor Mark Mobius stated that 95% of his fund's position is in cash, reflecting a cautious approach amid upcoming trade negotiations [5] Group 10: Corporate Governance Changes - Several executives at Xiaogoods City have resigned due to organizational changes [8] Group 11: Financial Regulatory Updates - The China Securities Regulatory Commission approved the IPO registration of Shandong Xintong Electronics [6] Group 12: Legal and Compliance Issues - Tianjin Pharmaceutical was fined 69.19 million yuan for engaging in monopolistic practices [6] - Jiangwei New Energy received a warning from the Shenzhen Securities Regulatory Bureau for failing to fulfill a shareholding commitment [7]
4月30日晚间重要公告一览
Xi Niu Cai Jing· 2025-04-30 10:17
冀东水泥:一季度亏损8.73亿元 4月30日晚,冀东水泥(000401)发布2025年第一季度报告,公司2025年第一季度实现营业收入39.03亿 元,同比增长16.82%;实现归属于上市公司股东的净亏损8.73亿元;公司基本每股收益为亏损0.328元/ 股。 资料显示,冀东水泥成立于2000年2月,主营业务为石油及天然气和化工业务。 所属行业:石油石化–炼化及贸易–炼油化工 4月30日晚,华仁药业(300110)发布公告称,全资子公司青岛华仁医疗用品有限公司近日获得山东省 药品监督管理局核准签发的"医用创面敷料"医疗器械注册证。该产品适用于非慢性创面及周围皮肤的护 理,包含15个型号规格,有效期至2030年4月22日。 资料显示,华仁药业成立于1998年5月,主营业务是大输液(包括非PVC软袋、直立式软袋、塑瓶、玻 瓶大输液)、腹膜透析液、呼吸系统用药、精麻领域用药以及原料药、配套医药包材、医疗器械、大健 康产品的研发、生产与销售。 中国石化:董事喻宝才辞职 4月30日晚,中国石化(600028)发布公告称,公司执行董事、高级副总裁喻宝才因年龄原因辞去职 务,原定任期至2027年6月。辞职后喻宝才将不再担任 ...