【文/观察者网专栏作者 心智观察所】 近日，全球汽车芯片半导体大厂，荷兰半导体巨头恩智浦（NXP）发布了今年第一季度财报，数据显 示，恩智浦的营收为28.4亿美元，同比下降9%，环比也下降9%。 与此同时，恩智浦还宣布了一项重大人事变动：现任首席执行官CEO库尔特·西弗斯（Kurt Sievers）将 于年底退休，由公司原安全互联边缘业务总经理拉斐尔·索托马约尔（Rafael Sotomayor）接任。 相对惨淡的业绩和高层洗牌，叠加过去几个季度恩智浦对外界反复吹风"市场环境非常不确定"的舆论效 应，引发了行业震动。财报发布后，恩智浦股价盘后暴跌超7%，市值蒸发约45亿美元。 去年一段时间以来，另一家欧洲半导体巨头意法半导体（ST）同样十分不佳，背后的共性则是2024年 以来全球汽车、工业芯片的市场低迷，处在清库存最困难的阶段。同时，从"缺芯潮"中猛醒过来的主机 厂，也正在密谋重新布局自身的供应链调控体系。 2020-2021年疫情期间，芯片工厂停工导致全球短缺，车企恐慌性囤货。但2022年后产能恢复叠加经济 下行，车企需求骤降，库存积压严重。2023年全球汽车芯片库存周转周期同比延长30%-50%。就在这个 ...

【文/观察者网专栏作者 心智观察所】 近日，全球汽车芯片半导体大厂，荷兰半导体巨头恩智浦（NXP）发布了今年第一季度财报，数据显 示，恩智浦的营收为28.4亿美元，同比下降9%，环比也下降9%。 与此同时，恩智浦还宣布了一项重大人事变动：现任首席执行官CEO库尔特·西弗斯（Kurt Sievers）将 于年底退休，由公司原安全互联边缘业务总经理拉斐尔·索托马约尔（Rafael Sotomayor）接任。 相对惨淡的业绩和高层洗牌，叠加过去几个季度恩智浦对外界反复吹风"市场环境非常不确定"的舆论效 应，引发了行业震动。财报发布后，恩智浦股价盘后暴跌超7%，市值蒸发约45亿美元。 去年一段时间以来，另一家欧洲半导体巨头意法半导体（ST）同样十分不佳，背后的共性则是2024年 以来全球汽车、工业芯片的市场低迷，处在清库存最困难的阶段。同时，从"缺芯潮"中猛醒过来的主机 厂，也正在密谋重新布局自身的供应链调控体系。 2020-2021年疫情期间，芯片工厂停工导致全球短缺，车企恐慌性囤货。但2022年后产能恢复叠加经济 下行，车企需求骤降，库存积压严重。2023年全球汽车芯片库存周转周期同比延长30%-50%。就在这个 ...

同心創新 引領未來 作為香港領先的公共交通營辦商，載通國際控股有限公司（「載通國際」）以支持城市發展感到自豪， 每日不分晝夜，向數百萬名市民提供卓越服務。載通國際憑藉豐富經驗、優秀人才、優質資產、創 新策略及主動作為，為顧客及社會的需求度身訂造合適的服務，驅動社會及經濟發展。 載通國際多年來不斷擴展其業務組合，由專營交通營辦商至非專營交通營辦商、物業持有及發展以 至在中國內地的運輸業務。集團憑藉九巴的專業知識，與阿拉伯聯合酋長國阿布扎比合作，推動當 地的綠色運輸解決方案。集團時刻對市場動態保持觸覺，把握大灣區及中東的發展機遇。 展望未來，載通國際將繼續採取謹慎管理，秉持對公共交通運輸的最高承諾，提供貼心服務以滿足 顧客需要，在引領社會和經濟增長方面發揮領導作用。集團致力推動綠色倡議及履行社會責任，以 構建一個更具持續性及宜居的城市。透過種種努力，集團冀為持分者及股東帶來回報，同時為國家 及香港作出重大貢獻。 WZ 5280 YM 6672 YM 7736 YM 7671 YM 9824 YM 248 ZD 429 目錄 YL 2099 UM 2759 ZE 1982 YM 248 ZD 429 ZD 9768 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公布的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公布全部或任何部分內 容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Transport International Holdings Limited （ 載 通 國 際 控 股 有 限 公 司 ） * （ 於 百 慕 達 註 冊 成 立 之 有 限 公 司 ） （ 股 份 編 號 ： 6 2 ） 2024 年 度 業 績 公 布 財務摘要 1 截 至 2 0 2 4 年 1 2 月 3 1 日 止 年 度 ， 本 集 團 在 撇 除 投資物業及發展中投資物業的公平價值變動之 影 響 後 ， 股 東 應 佔 基 礎 盈 利 為 港 幣 2 . 6 5 5 億 元 ， 去 年 為 港 幣 1 . 1 4 3 億 元 。 每股基礎 盈 利 為港幣 0 . 5 3 元，去 年 為 港 幣 0 . 2 4 元。基 礎 盈 利 增 加 主 要 由 於 專 營 公 共 巴 士 業 務 的 表 現 改 善 。 然 而 ， 若 干 上市債務證券之預期信貸虧損抵銷了上述部分 盈 利 。 賬 ...

載通國際 Transport International TOUMMAN 0-6 12 2 lo club KING 九巴月票 -1477- Solar R KmB nn 1933 blobb 图 2024 中期報告 載 通 國 際 控 股 有 限 公 司 Q 載通國際控股有限公司 中期回顧 中期業績 2 中期財務報告 綜合損益表 21 綜合損益及其他全面收益表 22 綜合財務狀況表 23 綜合權益變動表 25 簡明綜合現金流量表 27 未經審核中期財務報告附註 29 致董事會的審閱報告 48 公司資料 49 目錄 | --- | --- | |-------|----------------------------| | | | | | 中期股息 | | | 管理層回顧及展望 | | ‧ | 個別業務分部營運及業績回顧 | | ‧ | 財務狀況 | | ‧ | 資金及融資 | | ‧ | 融資及財政政策 | | ‧ | 資本承擔 | | ‧ | 僱員及薪酬政策 | | ‧ | 展望 | | | 補充資料 | 2 2 2 6 6 8 8 9 9 11 2024 中期報告 1 中期業績 本集團截至2024年6月 ...

Financial Performance - The group's unaudited profit attributable to shareholders for the six months ended June 30, 2024, was HKD 120.3 million, a decrease from HKD 133.7 million for the same period in 2023, representing a decline of approximately 10.1%[2] - Revenue for the six months ended June 30, 2024, was HKD 4,064.4 million, up from HKD 3,805.4 million in the same period of 2023, indicating an increase of approximately 6.8%[3] - Earnings per share for the six months ended June 30, 2024, was HKD 0.24, down from HKD 0.28 for the same period in 2023, reflecting a decrease of about 14.3%[3] - The group did not recommend an interim dividend for the six months ended June 30, 2024, due to ongoing challenges and uncertainties[2] - The group reported a pre-tax profit of HKD 2,220.6 million for the six months ended June 30, 2024, compared to HKD 2,084.3 million for the same period in 2023, indicating an increase of 6.5%[13] Operating Costs and Employee Expenses - Employee costs increased to HKD 2,220.6 million from HKD 2,084.3 million, representing a rise of approximately 6.5%[3] - Total employee compensation for the six months ended June 30, 2024, was HKD 2.128 billion, representing approximately 53% of the group's total operating costs, an increase from HKD 2.002 billion for the same period in 2023[46] - Total operating costs for Kowloon Bus increased to HKD 3.5905 billion for the six months ended June 30, 2024, up 2.1% from HKD 3.5177 billion in the same period in 2023[28] - Total operating costs for Long Win were HKD 278.5 million for the six months ending June 30, 2024, an increase of HKD 41.4 million or 17.5% from HKD 237.1 million in the same period in 2023, mainly due to rising employee and fuel costs[29] Assets and Liabilities - The group's total assets less current liabilities amounted to HKD 20,980.0 million, slightly down from HKD 21,018.1 million at the end of 2023[5] - Non-current assets totaled HKD 20,813.0 million, a slight decrease from HKD 20,887.9 million at the end of 2023[5] - The net asset value of the group was HKD 16,322.4 million, down from HKD 16,405.5 million at the end of 2023, indicating a decrease of approximately 0.5%[6] - Total liabilities as of June 30, 2024, were HKD 7,498.0 million, a slight decrease from HKD 7,756.1 million as of December 31, 2023[8] - The group's total assets as of June 30, 2024, were HKD 21,223.4 million, slightly down from HKD 21,235.9 million as of December 31, 2023[8] Revenue Sources - Public bus service fare revenue reached HKD 3,742.3 million, up from HKD 3,494.8 million, reflecting a growth of 7.1%[11] - Fare revenue for Kowloon Bus was HKD 3.4399 billion for the six months ended June 30, 2024, an increase of HKD 185.7 million or 5.7% from HKD 3.2542 billion in the same period in 2023[28] - For the six months ending June 30, 2024, Long Win's fare revenue reached HKD 303.3 million, up HKD 62.3 million or 25.9% from HKD 241.0 million in the same period of 2023, primarily due to increased passenger volume[29] - New Hong Kong Bus Company saw a revenue increase of 57.3% for the six months ending June 30, 2024, due to the full resumption of its cross-border shuttle bus services[31] Profitability of Subsidiaries - The flagship company, Kowloon Motor Bus Company (1933) Limited, recorded a profit after tax of HKD 21.9 million, an improvement of HKD 70.1 million compared to a loss of HKD 48.2 million in the previous year[2] - As of June 30, 2024, Long Win's after-tax profit was HKD 21.5 million, an increase of HKD 18.3 million compared to HKD 3.2 million for the same period in 2023[29] - Sunshine Bus Group recorded an after-tax profit of HKD 6.2 million for the six months ending June 30, 2024, compared to HKD 1.0 million for the same period in 2023, attributed to increased cross-border service demand and cost control measures[31] - The property holding and development segment reported an after-tax profit of HKD 29.1 million for the six months ending June 30, 2024, compared to HKD 18.8 million for the same period in 2023, excluding fair value gains[32] Investments and Capital Expenditure - The group's capital expenditure for the six months ended June 30, 2024, was HKD 487.2 million, primarily for the acquisition of new vehicles to update the fleet[37] - The group invested RMB 387.1 million (equivalent to HKD 363.9 million) in Shenzhen Bus Group, which operates over 5,000 buses across more than 330 routes in Guangdong Province[35] - Beijing BMC Kowloon Taxi Co., Ltd. operates over 4,500 taxis as of June 30, 2024, with an investment of RMB 80 million (equivalent to HKD 75.5 million), representing a 31.38% equity stake[36] Risk Management and Strategic Initiatives - The group actively manages fuel price risks through procurement contracts with diesel suppliers, while continuously monitoring fuel price trends and adjusting risk management strategies accordingly[42] - The group has implemented a credit policy to monitor credit risks associated with trade receivables and debt investments, ensuring ongoing oversight of these risks[43] - The treasury team strategically enters into forward foreign exchange contracts to mitigate foreign exchange risks related to purchasing buses in GBP[42] - The group is committed to enhancing public transport services through the introduction of the first "Passenger Day Ticket," allowing unlimited travel on over 450 routes within 24 hours, aimed at boosting bus service usage[48] - The group is focused on creating a more inclusive society by collaborating with NGOs to introduce "Audio Bus Stops" equipped with RFID systems for visually impaired passengers[48] Corporate Governance and Compliance - The company has complied with the applicable code provisions of the Corporate Governance Code during the six months ended June 30, 2024, except for three directors who were unable to attend the annual general meeting[52] - The interim financial report for the six months ended June 30, 2024, has been reviewed by the independent auditor, KPMG, in accordance with the relevant standards[53] - The interim results announcement and report will be published on the company's website and sent to shareholders in mid-September 2024[54]

載通國際控股有限公司 2023 年報 目錄 2 集團簡介 4 業務一覽 6 香港之主要專營巴士網絡 8 財務及營運摘要 10 集團大事記2023 14 主席函件 18 董事總經理的話 業務回顧 20 管理層討論及分析 22 香港專營公共巴士業務 34 香港非專營運輸業務 38 中國內地運輸業務 40 物業持有及發展 可持續發展報告 | | 關於本報告 | | --- | --- | | | 安全至上 | | | 愛護環境 | | 72 | 關懷顧客 | | 82 | 關愛員工 | | 90 | 持份者聯繫 | | | 表現數據 | | 102 | 報告內容索引表 | | 44 52 60 98 | | 114 財務回顧 130 企業管治報告 154 薪酬報告 158 董事簡介 167 主要公司行政人員 168 財務報告 275 財務匯報 277 公司資料 同行九十年 多元謀發展 載通國際控股有限公司（「載通國際」）業務涉及香港的專營公共巴士服務、非專營運輸 服務、物業持有及發展和內地的運輸服務，每日服務數以百萬計的市民，擔當著城市脈 搏的角色，為社會發展注入源源不絕的動力。 憑藉旗下九龍巴士（一九三三）有限公 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公布的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公布全部或任何部分內 容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Transport International Holdings Limited （載通國際控股有限公司）* （於百慕達註冊成立之有限公司） （股份編號： 6 2 ） 2023 年度業績公布 | --- | --- | |--------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Financial Performance - The company's unaudited profit attributable to shareholders for the six months ended June 30, 2023, was HKD 133.7 million, an increase of HKD 27.3 million compared to HKD 106.4 million for the same period in 2022, representing a growth of 25.7%[5] - Earnings per share for the six months ended June 30, 2023, was HKD 0.28, up from HKD 0.23 for the same period in 2022, reflecting an increase of HKD 0.05 per share[5] - Revenue for the six months ended June 30, 2023, was HKD 3,805.4 million, a 29% increase from HKD 2,946.7 million in the same period of 2022[51] - Operating profit for the same period was HKD 34.1 million, a significant recovery from an operating loss of HKD 170.1 million in the prior year[51] - Net profit for the period was HKD 133.7 million, compared to HKD 106.4 million in the previous year, reflecting a 25.6% year-over-year increase[52] - The total comprehensive income for the six months ended June 30, 2023, was HKD 23.9 million, compared to a loss of HKD 109.8 million in the same period of 2022[60] Dividends - The board declared an interim dividend of HKD 0.30 per share, totaling HKD 146.1 million, compared to no dividend for the same period in 2022[6] - The interim dividend per share is HKD 0.30, to be paid on October 18, 2023[116] Revenue Sources - Kowloon Bus Company recorded a fare revenue of HKD 3.2542 billion for the six months ended June 30, 2023, an increase of HKD 681.9 million or 26.5% from HKD 2.5723 billion in the same period of 2022[7] - Long Win Bus Company reported fare revenue of HKD 241 million, an increase of HKD 101.6 million or 72.9% compared to HKD 139.4 million in the previous year, driven by increased passenger volume[8] - The revenue from the franchised bus service was HKD 3,494.8 million, up from HKD 2,711.3 million in the previous year, indicating a growth of about 29%[77] - The group’s total revenue from non-franchised transport services was HKD 122.3 million, up from HKD 89.5 million in the previous year, indicating a growth of approximately 36.5%[77] Operating Costs - The total operating costs for Kowloon Bus Company increased by 10.5% to HKD 3.5177 billion, up from HKD 3.1829 billion in the previous year, primarily due to rising fuel and employee costs[7] - Total employee compensation for the six months ended June 30, 2023, was HKD 2.0021 billion, up from HKD 1.8726 billion for the same period in 2022, accounting for approximately 52% of total operating costs[23] Investments and Assets - The group’s investment properties were valued at HKD 5,366.5 million as of June 30, 2023, reflecting an increase from HKD 1,468.8 million at the beginning of the year[90] - The fair value of The Millennity was HKD 6.525 billion, with HKD 3.9 billion classified as investment property and HKD 2.625 billion as development property[12] - The group’s investment in Shenzhen Bus Group amounted to RMB 387.1 million, representing a 35% stake, with the group operating approximately 270 routes and owning 5,315 taxis as of June 30, 2023[14] Financial Position - The group’s net borrowings as of June 30, 2023, amounted to HKD 2.8626 billion, compared to HKD 2.7251 billion as of December 31, 2022[16] - The company reported a net asset value of HKD 16,044.3 million, slightly down from HKD 16,137.4 million at the end of 2022[54] - The company’s retained earnings as of June 30, 2023, were HKD 12,352.1 million, indicating a stable financial position[60] Stock Options and Employee Incentives - A total of 16,350,000 stock options were granted as of March 31, 2023, with 6,980,000 options awarded to 15 directors and 9,370,000 options awarded to various employees[33] - The company continues to manage its stock option plans to align with performance and retention strategies[37] - The stock options are part of the company's broader compensation strategy to attract and retain talent[38] Future Plans and Strategies - The group plans to enhance its bus service network by adding and renovating a total of 31 transfer stations, improving point-to-point transport services[24] - The group plans to increase its fleet of electric buses to over 80 units within this year, aiming for 12.5% of the fleet to be electrified by 2025[25] - The group is focused on developing recurring revenue sources through the redevelopment of properties, including office and retail spaces[25] Compliance and Governance - The company has adopted the standard code for securities transactions by directors, with all directors complying with the trading standards[48] - The company has complied with the applicable code provisions of the Corporate Governance Code during the six months ending June 30, 2023[49]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公布的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公布全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Transport International Holdings Limited （載通國際控股有限公司）* （於百慕達註冊成立之有限公司） （股份編號： 6 2 ） 中期業績公布 截 至 2023 年 6 月 3 0 日止六個月 | --- | --- | |-------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...