除了产品结构的优化，卫龙美味在渠道建设方面也取得了显著成效。线下渠道方面，卫龙美味与1879家经销商建立了合作关系，渠道铺设覆盖了各主要零食 量贩系统及会员超市。线上渠道方面，卫龙在原有的电商布局基础上，进一步拓展了抖音、快手等内容电商。2024年，卫龙线下渠道实现收入约55.62亿 元，同比增长27.5%；线上渠道收入达到7.05亿元，同比增长38.1%。 具体来看，卫龙魔芋爽等蔬菜制品业务表现尤为亮眼，成为业绩增长的重要驱动力。2024年，卫龙蔬菜制品收入达到33.71亿元，同比增长59.1%，在总收入 中的占比从上年度的43.5%跃升至53.8%。核心产品辣条仍保持稳定增长，2024年实现收入26.67亿元。 近日，卫龙美味全球控股有限公司（以下简称"卫龙美味"）发布了其2024年全年业绩报告。报告显示，总收入达到62.66亿元，同比增长了28.6%；年内利润 为10.68亿元，同比上升21.3%。 | | | 截 至 12 月 31 日 止 年 度 | | | --- | --- | --- | --- | | 產品類別 | 2024 年 | | 2023年 | | | | 人民幣千元 佔總收入% 人 ...

中关村：子公司盐酸纳洛酮注射液中选第十批全国药品集中采购 4月2日晚，中关村（000931）发布公告称，下属公司北京华素制药股份有限公司生产的盐酸纳洛酮注射 液中选第十批全国药品集中采购。供应省份包括内蒙古、辽宁、吉林、湖南、青海等。此次中选将对公 司未来经营业绩产生积极影响。 资料显示，中关村成立于1999年6月，主营业务是生物医药及健康品业务、养老医疗业务、商砼业务和 其他业务。 所属行业：医药生物–化学制药–化学制剂 七匹狼：2024年净利润同比增长5.35% 拟10派1元 4月2日晚，七匹狼（002029）发布2024年度年度报告，公司2024年实现营业收入31.40亿元，同比下降 8.84%；归属于上市公司股东的净利润为2.85亿元，同比增长5.35%；基本每股收益为0.41元/股。公司拟 每10股派发现金红利1元（含税）。 资料显示，七匹狼成立于2001年7月，主要从事"七匹狼"品牌男装及针纺类产品的设计、生产和销售。 所属行业：纺织服饰–服装家纺–非运动服装 广联达：拟1.05亿–2.1亿元回购公司股份 4月2日晚，广联达（002410）发布公告称，公司拟通过深圳证券交易所集中竞价交易方式回购公 ...

双杰电气成立于2002年，最初靠的是环网柜和箱式变电站设备起家，一直到2015年上市核心业务都是输电配电设备，可以说是一家非常传统的电力设备公 司，跟现在的新能源完全不沾边。 在3月底，双杰电气签下了一份15.55亿元的订单，合同内容包括35kV变电站设备供应和300万千瓦光伏基地的EPC服务。按照2023年数据计算，订单金额已 经占到了收入的44.35%，公告发布第二天，双杰电气沉寂已久的股价开盘就出现了7%的涨幅。 作者：做梦的牛 这家市值60亿的"小公司"之所以能引起市场和行业的关注，跟现在的时间节点有着很大的关系。一方面是2025年开年光伏行业深度调整加剧，另一方面是无 数挣扎在生死线上的中小公司迫切的需要寻找一条活路。 15.55亿元巨额订单承载着的，不仅仅是双杰电气的"救命稻草"，也是诸多光伏企业能否活下去的答卷。 2025年3月，一家名不见经传的小公司吸引了光伏行业的目光，它的名叫"双杰电气"。 双杰电气的生存焦虑 除此之外，双杰电气毛利率也从24.78%下降到了16.66%。2019年-2021年双杰电气更是连亏三年，净利润亏损超过7亿，怎么看双杰电气的转型都是一个错误 的决定。 直到2022 ...

Financial Performance - The company reported a revenue of 1.93 billion yuan and an adjusted net loss of 2.08 billion yuan for the fiscal year 2024, marking its largest loss since going public in 2019 [2][3] - The loss was attributed to significant goodwill impairment, investment impairment, and other non-operating expenses, alongside delays in the launch of key self-developed games, particularly "Sword of the Immortal World" [3][4] IP Acquisition and Development - The goodwill impairment primarily stemmed from multiple acquisitions to secure the "Sword" IP rights, including a 213 million yuan purchase of a 51% stake in Beijing Softstar in 2018 and a 642 million HKD acquisition of a 49% stake in 2021 [4] - The total investment in "Sword of the Immortal World," including development costs exceeding 300 million yuan, has surpassed 1 billion yuan, yet the game failed to meet market expectations [5] Game Performance and Market Challenges - "Sword of the Immortal World" launched on February 19, 2024, but only ranked 97th on the iOS game sales chart on its first day and quickly fell out of the top 200 [6] - The game received over 1,000 negative reviews on TapTap, significantly outnumbering positive feedback, indicating poor player reception [6][7] Industry Context - The gaming industry is facing heightened market risks, with companies like the subject company reflecting broader challenges within the sector [8][10] - The domestic gaming market has reached a saturation point, with major players intensifying competition for existing users, leaving less room for smaller developers [10][11] IP Lifecycle and Consumer Expectations - The "Sword" IP is entering a generational transition, with player expectations not being met due to perceived issues in gameplay, graphics, and overall quality [13][15] - Similar challenges are observed with other established IPs, such as the "Condor Heroes," which also struggled to maintain player interest despite significant investment [14][15] Future Prospects - The company identified mini-games as a potential bright spot, with the mini-game "Spring and Autumn Mysteries" achieving over 100 million in revenue and high retention rates since its launch [18][19] - However, the increasing competition in the mini-game sector raises concerns about the sustainability of this segment as more companies enter the market [20]

作者：马赫环 如果以2000年中国首款图形化网络游戏《万王之王》的上线，作为中国游戏行业起步的标志。那么如今的中国游戏业芳龄25岁，正处在"摽梅之年"。 虽还没到职场人敏感的35岁，可中国的游戏业就已经遇上了"中年危机"。 游戏业"中年危机"，整体增长放缓 不久前，腾讯控股2024年全年业绩公布，全年营收达到6603亿元，同比增长达到8%，创下历史新高。 分解腾讯财报可以看出，游戏业务自然还是当仁不让的老大。财报数据显示，增值服务部分实现营收3191.68亿元，同比增长7%，占到腾讯总收入的49%， 国际游戏贡献收入580亿元，本土市场游戏收入1397亿元，同比增长10%。 不说别的，单论游戏业务在业绩层面的表现，已经标志着腾讯走出了当初《原神》爆火后的迷茫状态，重新回到了正轨，尤其是在2024年这种环境里，腾讯 能在很大的体量基础上，于国内游戏市场获得两位数的增长率，真心不容易。 不过除了腾讯以外，中国游戏业已整体性遭遇"中年危机"，直接体现就是腾讯之外的游戏巨头成长放缓。 网易2024年网易净收入为1053亿元，同比增长1.7%，其中游戏及相关增值服务净收入为836亿元，同比增长仅为2.5%。 凭借《原神 ...

作者：kimsu 在新能源汽车市场，阿维塔是一个只能不断自我超越的品牌。 "含着金钥匙出生"，这样的形容放在阿维塔身上一点都不夸张，长安汽车董事长朱华荣就曾公开表示："只要阿维塔需要，长安汽车一定全力支持，要钱给 钱、要人给人、要技术给技术"。作为长安汽车、华为、宁德时代这三位中国新能源车市场重量级选手一同打造的"亲儿子"，阿维塔几乎可以说一出生就在 罗马，长安的造车底蕴、华为的智能科技，宁德时代的电池技术，这三者几乎囊括了新能源汽车的核心竞争力，足以让其他"白手起家"型的造车新势力们艳 羡。 然而，生来就在罗马的阿维塔却并未能如愿"起飞"，自2022年12月开始交付以来，阿维塔的销量就一直难以匹配上它的强大背景，2023年，阿维塔全年销量 为2.7万辆，月均销量仅有2000辆。到了2024年，阿维塔共交付新车7.36万辆，虽说同比大幅增长了140%，但这样的成绩着实只够阿维塔打败过去的自己， 若是放在整个新能源汽车行业，仍显得微不足道。 过去的几年，阿维塔试图通过"含华量"来进行自我营销，甚至为了提升"含华量"又是投资华为子公司引望智能，又是邀请"华为二公主"姚安娜做阿维塔07的 全球代言人，但纵使阿维塔十 ...

Group 1: Company Performance - Western Gold achieved operating revenue of 7.001 billion yuan in 2024, a year-on-year increase of 56.68%, and net profit of 290 million yuan, turning from loss to profit [1] - Jihong Co. reported operating revenue of 5.529 billion yuan in 2024, a year-on-year decrease of 17.41%, with net profit down 47.28% to 182 million yuan [2] - Sanli Co. achieved operating revenue of 227 million yuan in 2024, a year-on-year increase of 14.35%, but reported a net loss of 49.88 million yuan, narrowing the loss by 56.50% [2] - Sanli Co. reported operating revenue of 2.590 billion yuan in 2024, a year-on-year increase of 25.25%, with net profit of 68.09 million yuan, up 59.07% [4] - Huaiqi Mountain achieved operating revenue of 1.631 billion yuan in 2024, a year-on-year increase of 15.60%, with net profit of 196 million yuan, up 17.74% [6] - Huayuan Holdings reported operating revenue of 2.449 billion yuan in 2024, a year-on-year increase of 1.60%, with net profit of 70.74 million yuan, up 739% [8] - Hangfa Power achieved operating revenue of 47.880 billion yuan in 2024, a year-on-year increase of 9.48%, but net profit decreased by 39.48% to 860 million yuan [10] - Zhongcai Energy reported operating revenue of 2.324 billion yuan in 2024, a year-on-year decrease of 24.21%, with net profit down 94.70% to 760,240 yuan [10] - Longxing Technology achieved operating revenue of 4.355 billion yuan in 2024, a year-on-year increase of 1.95%, with net profit of 142 million yuan, up 28.70% [11] - Jinying Co. reported operating revenue of 1.308 billion yuan in 2024, a year-on-year decrease of 4.52%, with net profit down 36.73% to 22.35 million yuan [12] - Zhujiang Co. achieved operating revenue of 1.558 billion yuan in 2024, a year-on-year decrease of 52.38%, but net profit turned to profit at 15.57 million yuan [12] - Chuanwang Media reported operating revenue of 288 million yuan in 2024, a year-on-year increase of 20.05%, but net profit decreased by 24.02% to 23.80 million yuan [13] - Ronglian Technology achieved operating revenue of 2.022 billion yuan in 2024, a year-on-year decrease of 14.91%, with net profit of 28.11 million yuan, up 107.87% [13] - Oufeiguang reported operating revenue of 20.437 billion yuan in 2024, a year-on-year increase of 21.19%, but net profit decreased by 24.09% to 58.38 million yuan [14] Group 2: Dividend Proposals - Western Gold proposed a cash dividend of 0.5 yuan per 10 shares [1] - Jihong Co. proposed a cash dividend of 1.58 yuan per 10 shares [2] - Sanli Co. proposed a cash dividend of 1.50 yuan per 10 shares [4] - Huaiqi Mountain proposed a cash dividend of 4.00 yuan per 10 shares [6] - Huayuan Holdings proposed a cash dividend of 1.00 yuan per 10 shares [8] - Hangfa Power proposed a cash dividend of 0.97 yuan per 10 shares [10] - Zhongcai Energy proposed a cash dividend of 0.05 yuan per 10 shares [10] - Longxing Technology proposed a cash dividend of 1.20 yuan per 10 shares [11] - Jinying Co. proposed a cash dividend of 1.00 yuan per 10 shares [12] - Zhujiang Co. proposed a cash dividend of 1.25 yuan per 10 shares [12] - Chuanwang Media proposed a cash dividend of 1.25 yuan per 10 shares [13] - Ronglian Technology proposed a cash dividend of 0.0425 yuan per share [13] - Oufeiguang proposed a cash dividend of 0.0178 yuan per share [14]

Group 1 - Huadian New Energy Group Co., Ltd. has submitted an IPO registration application to the Shanghai Stock Exchange, with a planned fundraising scale reduced from 300 billion to 180 billion yuan, a decrease of 40% [2] - The adjusted fundraising amount is lower than the industry record of 227 billion yuan set by Three Gorges Energy in 2021 and also below the 245 billion yuan fundraising scale of China Resources New Energy, which has only half the installed capacity and asset size of Huadian New Energy [2] - As a leading enterprise in the renewable energy sector under the state-owned Huadian Group, Huadian New Energy's main business includes wind and solar power generation, with an installed capacity of 54.0265 million kilowatts as of the first half of 2024 [3] Group 2 - The reduction in fundraising scale may reflect a cautious attitude from regulators and the market regarding the valuation of Huadian New Energy, amid decreasing subsidies in the renewable energy sector and challenges such as high debt and low cash flow [3] - In 2021, subsidy income accounted for 48.7% of Huadian New Energy's total power generation revenue, but this proportion has decreased to 34.28% by the first half of 2024 due to reduced renewable energy subsidies [3] - Accounts receivable for Huadian New Energy increased significantly from 30.935 billion yuan to 42.871 billion yuan between 2021 and the first half of 2024, exacerbating cash flow pressure [3] Group 3 - The phenomenon of "wind abandonment" and "light abandonment" has become more prominent due to the surge in renewable energy installed capacity, with Huadian New Energy's wind abandonment rate at 5.44% and light abandonment rate at 7.90% in the first half of 2024, both higher than the industry average [3] - The challenges faced by Huadian New Energy reflect broader transformation issues within the renewable energy industry in the context of declining subsidies [3]

消费贷利率重返3%以上 最大上调92个基点 4月1日走访北京地区银行网点发现，农业银行等多家银行已上调消费贷利率至3%以上，"2"字头消费贷 产品难寻。"当前网捷贷最低利率为3.1%。"农业银行北京宣武支行大堂经理告诉记者，不过，需要借款 人的任职单位在该行的客户白名单里。 (中证金牛座) 招商基金固收老将卸任全部产品 公募行业年内基金经理离任人数已超90人 招商基金固收老将马龙卸任旗下所有产品，其在管规模曾超875亿元。4月1日，招商基金公告称，马龙 卸任招商安心收益债券的基金经理一职，离任原因为"另有任用"，后续该基金将由基金经理王梓林来接 任。对此，招商基金表示，马龙因工作安排离任招商产业债、招商安心收益基金经理，目前仍履职招商 基金首席固定收益投资官。2024年下半年以来，马龙已陆续卸任招商产业、招商添瑞1年定开债、招商 添裕纯债、招商添福1年定开等9只产品。至此，马龙旗下已无任何在管基金。整体来看，据Wind数据 统计，年初至今公募基金行业共有93位基金经理离任，已超去年同期的74人。（智通财经） 据统计，到目前为止，A股已有超过1100家上市公司宣布更换2024年年报审计机构，创历史新高，其中 一 ...

4月1日，江龙船艇（300589）发布公告称，公司与江苏省消防救援总队签订了《江苏省消防救援总队水 域救援消防船艇购置项目》合同，合同总金额为1.4亿元，占公司2023年度经审计营业收入的11.79%。 合同内容包括1艘大型消防船、1艘消防指挥艇和1艘趸船的建造与交付，预计对公司未来1-2年的经营业 绩产生积极影响。 资料显示，江龙船艇成立于2003年1月，主要从事公务执法船艇、旅游休闲船艇和特种作业船艇的设 计、研发、生产和销售，为客户提供从应用设计、产品制造到维修保养等全方位的个性化服务解决方 案。 所属行业：国防军工–航海装备Ⅱ–航海装备Ⅲ 江龙船艇：签订1.4亿元重大销售合同 欧菲光：筹划重大资产重组 股票停牌 4月1日，欧菲光（002456）发布公告称，公司正在筹划以发行股份及支付现金的方式购买控股子公司欧 菲微电子（南昌）有限公司和江西晶浩光学有限公司的少数股权，并募集配套资金。该事项预计构成重 大资产重组，但不构成关联交易，也不会导致公司实际控制人变更。公司股票自2025年4月1日起停牌， 预计停牌时间不超过10个交易日。 资料显示，欧菲光成立于2001年03月，主营业务为智能手机、智能汽车及新 ...