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智通港股52周新高、新低统计|6月16日
智通财经网· 2025-06-16 08:46
Group 1 - A total of 103 stocks reached a 52-week high as of June 16, with notable performers including Tianping Daohua (08403), Chuanglian Holdings (02371), and Jun Gao Holdings (08035) achieving high rates of 21.21%, 16.13%, and 15.38% respectively [1] - The closing prices for the top three stocks were 1.920, 0.033, and 0.082, with their highest prices recorded at 2.000, 0.036, and 0.150 respectively [1] - Other significant stocks that reached new highs include Yanchang Petroleum International (00346) with a high rate of 15.09% and Jacobson Pharmaceutical (02633) with 13.38% [1] Group 2 - The report also lists stocks that experienced slight increases, such as Crayon Shin-chan Foods (01262) with a closing price of 2.530 and a high of 2.600, reflecting a 2.77% increase [2] - Other stocks with minor gains include China Rare Earth Holdings (03788) at 2.320 (2.64% increase) and LUK Fook Holdings (00590) at 22.000 (2.52% increase) [2] - The report highlights that several stocks, including Jiangsu Nanjing-Hangzhou Expressway (00177) and KGI Pharmaceuticals (02171), also saw slight increases in their closing prices [2] Group 3 - The report identifies stocks that reached 52-week lows, with Aoki Holdings (02519) showing a significant decline of 13.24% [3] - Other notable declines include Minfa Group (00846) at -8.54% and Xinbao Global Holdings (00723) at -6.54% [3] - The report indicates that stocks like Rongda Technology (09881) and Jianpu New Life (08360) also experienced declines, with rates of -6.21% and -5.81% respectively [3] Group 4 - Additional stocks with minor declines include En Dian Life Technology (02112) at -1.52% and Xin Qi An (02573) at -1.40% [4] - Stocks such as Zhaogang Group (06676) and Chao Ren Intelligent (08176) also reported slight decreases of -1.23% and -1.11% respectively [4] - The report notes that the overall market sentiment reflects a mix of highs and lows among various stocks [4]
华润、万达、新城、龙湖、大悦城...12家企业租金收入与运营情况:有的商场更值钱了!
3 6 Ke· 2025-06-12 02:44
在2024年复杂的大环境中,中国商业地产行业依然展现出强大的韧性和活力。以资产运营为核心的企业展现出更强的抗风险能力,租金收入逐渐成为企业 最稳定的现金流。 赢商网聚焦12家涉及商业地产规模企业过去一年/半年的商场租金收入、运营情况与最新计划发现: 文章统计所披露的近140个购物中心租金收入中(港资企业仅统计内地商业项目),超85个收租突破1亿元,超60个租金收入获同比增长; 一线及新一线城市的商场仍是各企业的"吸金主力",沈阳、大连、无锡、济南、常州等二线城市商场吸金力不可小觑; 企业轻资产转型加速,运营模式向委托管理、品牌输出倾斜,多个商管公司业绩整体向上; 行业步入"存量运营决胜期 ",多个企业发力存量赛道,不少王牌存量项目调改成果显著,客流、租金、销售额齐涨。 01. 华润置地 &华润万象生活 ■ 华润置地: 营业收入: 2788亿元,同比增长11.0% 股东应占净利润: 255.8 亿元,同比下降18.5% 毛利:603.3亿元,同比下降4.5% 毛利率: 21.6%,同比下降3.6% 购物中心租金收入: 193.5亿元,同比增长8.4% ■ 华润万象生活: 华润置地9个标杆mall租金收入76.2 ...
商业地产系列专题之一:商业估值和分红保障的简约框架
Changjiang Securities· 2025-06-08 10:11
丨证券研究报告丨 行业研究丨专题报告丨房地产 [Table_Title] 商业估值和分红保障的简约框架 ——商业地产系列专题之一 报告要点 [Table_Summary] 开发下行周期中,具备稳定现金流和较高股息率的商业地产更受市场青睐,但各家评估标准不 同导致净资产差异较大,市净率缺乏客观比较基础。本文力图构建一个简约的分析框架,以统 一刻度对投房价值进行评估,以【(投房价值-有息负债)/市值】指标去评价各家商企的低估程 度,以当前股息率和自持业务对股息的保障性去衡量红利价值。结论指向明确,部分港资商企、 华润置地和开发业务风险出清后的部分民营房企,具备显著的稀缺性,低利率时代值得重视。 分析师及联系人 [Table_Author] 刘义 薛梦莹 SAC:S0490520040001 SAC:S0490520120002 SFC:BUV416 请阅读最后评级说明和重要声明 %% %% 市净率并不是商业类房企客观的估值指标,因为大多数商企的投房是按照公允值入账,且评估 标准差异较大,导致各家企业净资产缺乏可比性。在 EBITDA%相差不大的情况下,可以通过 【自持租金/已完工投房账面价值】来刻画资产评估是否足 ...
智通港股52周新高、新低统计|6月3日
智通财经网· 2025-06-03 08:42
| (03004) | | | | | --- | --- | --- | --- | | 江苏宁沪高速公路 | 10.440 | 10.520 | 0.57% | | (00177) | | | | | 嘉里建设(00683) | 18.880 | 19.360 | 0.57% | | 万洲国际(00288) | 7.280 | 7.350 | 0.55% | | 港灯-SS(02638) | 5.720 | 5.780 | 0.52% | | 富邦沪深港高股息 | 14.460 | 14.490 | 0.49% | | (03190) | | | | | GX03月债-U | 7.040 | 7.040 | 0.43% | | (09440) | | | | | 农业银行(01288) | 5.150 | 5.160 | 0.39% | | 中国财险(02328) | 15.560 | 15.560 | 0.39% | | 恒隆集团(00010) | 11.360 | 11.380 | 0.35% | | 贤能集团(01730) | 3.020 | 3.020 | 0.33% | | 粤港湾控股(0139 ...
太古、恒隆、新鸿基、领展、凯德...13大港外资企业产品线与最新项目布局情况!
3 6 Ke· 2025-05-16 02:24
恒隆开创内地高端零售先河、太古"十年磨一剑"打造有情怀的商业、新鸿基玩转"地标建筑+TOD"、K11将艺术注入商业、永旺以人性化圈粉,还有"旧改 王者"瑞安、"淘金者"凯德...... 作为商业地产行业的佼佼者,港外资巨头们都各凭本事,在内地市场建立起牢固的竞争壁垒。它们在内地的产品线布局、最新拓展计划,以及明星项目新 动态也成了行业的风向标,备受关注。 赢商网梳理了瑞安、新鸿基、K11、太古、香港置地、恒隆、嘉里、九龙仓、领展、凯德、永旺、SM、英格卡等13个港外资商业地产企业最新商业产品 线、已开和筹开项目的布局情况。 13个企业内地布局40+筹开项目,今年预计将有至少14个新项目入市;内地已成头部港企的"主战场",上海备受青睐; 外资企业避开高能级市场,重仓非 一线城市;多个新产品线首进内地,产品线更加多元化;多个企业为适应市场变化灵活调整产品定位,有的坚守高端,有的转向次高端,有的押注年轻 化。 01 港资 瑞安房地产 "XINTIANDI新天地"是瑞安旗下的商业品牌,新天地社区是糅合了历史建筑与现代化设施的大型城市社区,遍布全国主要城市中心。其细分为几大产品 线: ■ 城市综合体:瑞安新天地最核心的 ...
格隆汇个股放量排行榜 | 5月14日
Ge Long Hui A P P· 2025-05-14 09:39
Group 1 - The article highlights significant trading volume increases for various companies, indicating potential investment opportunities [1][2][3] - Notable companies with high trading volumes include卓越教育集团 (Zhuoyue Education Group) with a volume ratio of 2.45 and成交额 (transaction amount) of 27.16 million, and中国太保 (China Pacific Insurance) with a volume ratio of 2.29 and成交额 of 947.61 million [2][3] - Other companies showing substantial trading activity include维亚生物 (Viya Bio) with a volume ratio of 2.20 and成交额 of 16.22 million, and天津发展 (Tianjin Development) with a volume ratio of 2.17 and成交额 of 1.64 million [2][3] Group 2 - The data indicates that卓越教育集团 (Zhuoyue Education Group) and中国太保 (China Pacific Insurance) have both experienced a single day of increased trading volume, suggesting a potential trend [2][3] - Companies like弘业期货 (Hongye Futures) and招商证券 (China Merchants Securities) have shown consistent trading volume increases over multiple days, with弘业期货 recording a volume ratio of 1.50 and成交额 of 116.44 million, and招商证券 with a volume ratio of 1.70 and成交额 of 28.22 million [2][3] - The report also lists other companies with varying degrees of trading volume increases, such as顺丰同城 (SF Intra-city) and吉利汽车 (Geely Auto), indicating a broader market trend [2][3]
智通港股52周新高、新低统计|5月9日
智通财经网· 2025-05-09 08:42
智通财经APP获悉,截止5月9日收盘,有47只股票创52周新高,其中中国碳中和(01372)、中国投融资 (01226)、梧桐国际(00613)创高率位于前3位,分别为48.89%、33.33%、27.14%。 52周新高排行 | 嘉里建设(00683) | 19.560 | 19.560 | 0.62% | | --- | --- | --- | --- | | 东软睿新集团(09616) | 3.410 | 3.440 | 0.58% | | 大唐发电(00991) | 1.900 | 1.950 | 0.52% | | 郑煤机(00564) | 13.540 | 13.620 | 0.44% | | 浙商银行(02016) | 2.660 | 2.660 | 0.38% | | 金朝阳集团(00878) | 8.220 | 8.260 | 0.24% | | 北京控股(00392) | 32.400 | 32.550 | 0.15% | | A工银中金美-U (09011) | 1,183.100 | 1,183 | 0.06% | | A中金港元(03071) | 1,118.800 | 1,118 ...
嘉里建设(00683)发布年度业绩 股东应占溢利8.08亿港元 同比减少75%
智通财经网· 2025-03-19 04:32
Core Points - Kerry Properties (00683) reported an annual performance for the year ending December 31, 2024, with a revenue of HKD 19.499 billion, representing a year-on-year increase of 49% [1] - The net profit attributable to shareholders was HKD 808 million, a significant decrease of 75% compared to the previous year [1] - Earnings per share were HKD 0.56, and the company proposed a final dividend of HKD 0.95 per share [1] Performance in Hong Kong - The property sales performance in Hong Kong was strong, with positive market responses to the company's projects, reflecting effective sales and marketing strategies [1] - The focus on high-quality development projects has been a key factor in the company's encouraging results in the Hong Kong market [1] Performance in Mainland China - Despite facing headwinds, the company's investment properties in Mainland China remained stable [1] - The company actively enhanced its retail positioning and launched several initiatives during the year to increase mall visibility and optimize tenant mix, which contributed to retail sales growth [1]
嘉里建设(00683) - 2024 - 年度业绩
2025-03-19 04:09
Financial Performance - The consolidated revenue for the year ended December 31, 2024, was HKD 21,361 million, an increase of 18% compared to HKD 18,127 million in 2023[3]. - The group recorded a net profit attributable to shareholders of HKD 808 million, a decrease of 75% from HKD 3,243 million in 2023[3]. - Basic earnings per share for 2024 were HKD 0.56, down 75% from HKD 2.23 in 2023[11]. - The adjusted earnings per share increased by 25% to HKD 2.74 from HKD 2.20 in the previous year[11]. - The group's consolidated profit decreased by 13% to HKD 6,850 million, with a gross profit margin of 32%, down from 44% in the previous year[25]. - The group's basic profit, including impairment provisions, was HKD 2,576 million, a slight increase of 2% from HKD 2,518 million in 2023[23]. - The group reported a net profit of HKD 1,512 million for 2024, down from HKD 4,163 million in 2023, with basic and diluted earnings per share at HKD 0.56[64]. - The total tax expense for the year ended December 31, 2024, was HKD 1,070 million, down from HKD 2,696 million in 2023, indicating a reduction of about 60.3%[4]. Property Sales and Revenue - Property sales revenue reached HKD 13,830 million, up 33% from HKD 10,416 million in the previous year[3]. - Contract sales amounted to HKD 12,605 million, a decline from HKD 14,071 million in 2023, primarily due to reduced saleable resources in mainland China[8]. - The mainland property division recorded consolidated revenue of HKD 136,650 million, up from HKD 99,000 million in 2023, driven by increased recognized sales[35]. - The mainland property division reported consolidated revenue of HKD 7.457 billion in 2024, up from HKD 3.459 billion in 2023, driven by increased sales recognition from completed projects[36]. - The Hong Kong property division recorded consolidated revenue of HKD 7.696 billion in 2024, down from HKD 8.227 billion in 2023, primarily due to reduced sales recognition from development properties[43]. Investment Properties - Rental income from investment properties (excluding hotel operations) decreased by 2% to HKD 5,355 million from HKD 5,450 million in 2023[10]. - The investment property and hotel portfolio has a total attributable floor area of 18.6 million square feet, with 83% (15.5 million square feet) located in mainland China[21]. - The mainland investment property and hotel portfolio generated consolidated revenue of HKD 6.208 billion in 2024, down from HKD 6.441 billion in 2023, with rental income from investment properties contributing HKD 4.069 billion[38]. - The investment property portfolio in Hong Kong generated consolidated rental income of HKD 1.286 billion in 2024, an increase from HKD 1.234 billion in 2023, with a gross profit margin of 76%[47]. Debt and Financial Management - The debt ratio increased to 41.5% as of December 31, 2024, up from 34.1% in 2023, due to an increase in total debt[33]. - Total borrowings increased to HKD 595.81 billion in 2024 from HKD 551.31 billion in 2023, with net borrowings rising to HKD 483.74 billion[56]. - The group's available financial resources decreased by 13% to HKD 381.36 billion in 2024, covering approximately 64% of total borrowings[57]. - The group maintains a cautious financial policy to manage liquidity and financial risks, with regular reviews by the finance committee[52]. - The group plans to increase the proportion of sustainable financing in its overall debt portfolio to enhance cost efficiency and advance environmental goals[59]. Sustainability and Future Outlook - The company plans to reduce operational carbon emissions by 2% annually until 2030 as part of its sustainability goals[12]. - The company maintains an optimistic long-term growth outlook for the mainland market, driven by urbanization and rising middle-class consumption[14]. - The company plans to add 1.04 million square feet to its investment property and hotel portfolio over the next six years, including approximately 570,000 square feet of office space and 410,000 square feet of retail space[21]. - The company is focused on developing and selling premium and luxury properties in key urban areas of Hong Kong and mainland China, aiming to generate stable recurring income[97]. - The company remains committed to ESG initiatives, with plans to reduce carbon emissions by 30% over the next five years[112]. Corporate Governance and Compliance - The company has fully complied with the corporate governance code throughout 2024, except for the dual role of the chairman and CEO, which is deemed beneficial for business development[102]. - The annual general meeting for the year ending December 31, 2024, is scheduled for May 23, 2025[109]. - The company will publish its annual report on April 29, 2025, which will be available on the "disclosure" website and the company's website[111].
嘉里建设:稳定分红为基,业务多元驱动-20250220
兴证国际证券· 2025-02-20 00:20
Investment Rating - The report initiates coverage with an "Outperform" rating for Kerry Properties [5][10]. Core Insights - The company is expected to benefit from the launch of the "Jinling Huating" project in Shanghai, which is anticipated to contribute significant cash flow starting in 2025 [10]. - The company's investment properties and hotels are projected to increase in gross floor area (GFA) by approximately 59% by the end of 2030 compared to H1 2024, enhancing revenue growth potential [10]. - The company emphasizes stable shareholder returns, maintaining a consistent dividend per share (DPS) of HK$1.35 from 2017 to 2023, with a stable interim DPS of HK$0.40 in H1 2024 [10]. - The gearing ratio is expected to decline in 2025 as cash flow from property sales improves, alleviating financial pressure [10]. Summary by Sections Company Overview - Kerry Properties was established in 1978 and primarily engages in real estate development and property leasing, with significant investments in mainland China since the late 1990s [13][14]. Development Business - The company's sales are primarily driven by high-end residential projects, with a notable recovery in contract sales in Hong Kong, achieving HK$7 billion in H1 2024, a 271% increase year-on-year [22][27]. - The company has a robust project pipeline in Hong Kong, with several high-end projects expected to support sales in the coming years [32][34]. Investment Properties - The company reported a consolidated property rental income of HK$2.6 billion in H1 2024, with a slight year-on-year decline of 2.8% [48]. - The investment properties are strategically located in core cities, with a focus on office and retail spaces, providing stable cash flow [53][57]. Financial Analysis - For the fiscal year 2023, the company reported total revenue of HK$13.09 billion, a decrease of 10.3% year-on-year, with a projected recovery in revenue for 2024 [4][9]. - The core net profit for 2024 is estimated at HK$2.99 billion, reflecting an 18.7% increase compared to 2023 [4][9]. Earnings Forecast and Valuation - The report forecasts a stable DPS of HK$1.35 for 2024, 2025, and 2026, with corresponding price-to-earnings (PE) ratios of 7.4, 6.8, and 5.7, respectively [10].