今日低价旅游股、航空股纷纷逆市走高，或与行业预期回暖有关。 随着毕业季和暑期的到来，旅游市场正迎来预订高峰。据多家在线旅游平台报告显示，从目前的预订情 况来看，今年暑期旅游人次至少同比增长三成。 6月26日，港股低价旅游股逆市大幅拉升。 截至收盘，香港中旅（00308.HK）飙升85.98%，报1.99港元/股；专业旅运（01235.HK）涨12.34%,报 0.17港元/股；海昌海洋公园（02255.HK）大涨11.27%，报0.79港元/股；飞道旅游科技（08069.HK）涨 6.25%。 三大航司也表现活跃。其中，中国东方航空股份（00670.HK）涨3.19%，中国南方航空股份 （01055.HK）涨2.79%，中国国航（00753.HK）涨1.89%。 同程旅行报告预计，从7月中旬开始，暑期旅游将进入旺季，北京、上海、乌鲁木齐、三亚等是国内热 门旅游目的地，亲子家庭仍是暑期出游的主力军。 与此同时，近日暑运机票的预订热度也开始升温，国内昆明、乌鲁木齐、西安等长线目的地的暑期机票 价格开始上涨。 出境游订单也在明显增多。在中青旅遨游旅行平台上，暑期出境旅游亲子家庭客群占比超60%，欧洲、 澳洲、美洲、 ...

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告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 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。 Travel Expert (Asia) Enterprises Limited 截至二零二五年三月三十一日止年度 | | | 二零二五年 | 二零二四年 | | --- | --- | --- | --- | | | 附註 | 千港元 | 千港元 | | | | | （經重列） | | 持續經營業務 | | | | | 收益 | 4 | 255,244 | 157,085 | | 銷售成本 | | (169,247) | (89,217) | | 毛利 | | 85,997 | 67,868 | | 其他收入及收益 | 4 | 7,383 | 7,846 | | 銷售及分銷成本 | | (52,031) | (40,131) | | 行政及其他經營開支 | | (35,846) | (27,953) | | 按公允值計入損益的金融資產的 | | | | | 公允值虧損 | | (62) | (168) ...

港股旅游板块午后持续走高，香港中旅(00308.HK)涨超148%，专业旅运(01235.HK)涨超58%，海昌海洋 公园(02255.HK)涨超25%。 ...

投资要点： 盈利预测与投资建议 我们预计公司2025-2027 年收入分别为28/36/48 亿元，同比增长61%/32%/33% ， 归母净利润分别为 1.7/2.2/3.0 亿元， 同比增长156%/30%/35%。采用可比公司估值法，我们选取具有洁净室业务的圣晖集 成、至纯科技、柏诚股份、亚翔集成为可比公司，计算得出25 年平均PE 倍数为21 倍。我们认为，随着 公司基于已有医疗洁净室领域的案例经验及优势，主业稳固基本盘并稳健增长，依赖武汉高新区资源禀 赋外延拓宽半导体洁净室打开成长空间，业绩有望高速增长，首次覆盖给予"买入"评级。 风险提示 新业务拓展不及预期；医疗新基建落地速度不及预期；竞争格局恶化的风险。 头部医疗洁净室厂商，外延发力电子洁净大市场公司成立于2008 年，为头部洁净室系统集成化解决方 案服务商，参与火神山医院项目建设。公司业务范围由医疗扩大至实验室集成服务、电子洁净等多个领 域，构建第二增长曲线，现已服务过800 余家公立医院、高等院校、工业电子企业等客户。2025 年3 月，公司公告由"华康医疗"更名为"华康洁净"，24 年12 月发行7.5 亿元可转债支持新业务布局，构建半 ...

Revenue Growth - The total revenue from continuing operations for the six months ended September 30, 2024, was HKD 310.6 million, an increase of 43.1% compared to HKD 217.0 million in the same period last year[10]. - The service income from travel and wedding-related products was HKD 30.5 million, up 27.2% from HKD 23.9 million year-on-year[10]. - Revenue from tour sales surged to HKD 84.0 million, a remarkable increase of 151.4% compared to HKD 33.4 million in the previous year[10]. - Total customer sales from continuing operations reached HKD 310.6 million, a 43.1% increase from HKD 217.0 million in the same period last year[18]. - Total revenue from continuing operations was HKD 114.5 million, up 99.5% from HKD 57.4 million year-on-year[18]. - Revenue for the six months ended September 30, 2024, was HKD 114,490,000, a 100% increase from HKD 57,370,000 in the same period of 2023[54]. - Revenue from the sale of travel and wedding-related products amounted to HKD 226,582,000, up from HKD 183,572,000 year-over-year, indicating a growth of approximately 23.4%[75]. - The total customer contract revenue for the six months was HKD 313,318,000, compared to HKD 219,182,000 in the previous year, marking a growth of 42.9%[75]. - Revenue from the sale of travel packages was HKD 310,618,000, up from HKD 217,003,000, representing an increase of 43.2%[75]. Profitability - The profit attributable to the owners of the company from continuing operations was HKD 3.0 million, a 57.9% increase from HKD 1.9 million in the same period last year[14]. - The basic earnings per share from continuing operations rose to HKD 0.6, compared to HKD 0.4 in the previous year[10]. - Operating profit increased to HKD 3,367,000, up 57.3% from HKD 2,140,000 year-over-year[54]. - Profit before tax for the period was HKD 2,959,000, a 55% increase compared to HKD 1,910,000 in the previous year[54]. - The company reported a total comprehensive income of HKD 2,481,000 for the period, compared to HKD 1,606,000 in the prior year[54]. - The basic earnings per share for the six months ended September 30, 2024, was approximately HKD 2,959,000, compared to HKD 1,913,000 for the same period in 2023, reflecting an increase in profitability[105]. Operational Efficiency - The company plans to enhance its competitiveness by investing in infrastructure and expanding its customer base through promotional activities and digital channels[14]. - The group plans to enhance operational efficiency by optimizing employee structure and strengthening resources to improve customer service and product offerings[33]. - The group will continue to explore new travel routes and tailor itineraries for individual, group, and corporate clients, investing resources in these initiatives[33]. - The company will continue to strengthen resources in study tours, incentive travel, and cruise holidays to meet customer needs[16]. Financial Position - As of September 30, 2024, the total assets amounted to HKD 161,433,000, an increase from HKD 130,013,000 as of March 31, 2024, representing a growth of approximately 24.2%[60]. - Cash and cash equivalents increased to HKD 70,041,000 from HKD 49,573,000, reflecting a rise of about 41.2%[66]. - The current liabilities rose significantly to HKD 112,801,000 from HKD 75,754,000, indicating an increase of approximately 48.9%[62]. - The company reported a profit of HKD 1,609,000 for the period, with total equity amounting to HKD 64,194,000 as of September 30, 2024, down from HKD 68,761,000 as of March 31, 2024[64]. - The company’s total liabilities increased to HKD 48,632,000 from HKD 54,259,000, indicating a decrease of about 10.0%[62]. Employee and Management - As of September 30, 2024, the group employed 153 staff, an increase from 140 staff as of March 31, 2024, with approximately 54.2% being frontline employees[31]. - Employee costs, including director remuneration, increased to HKD 25,642,000 for the six months ended September 30, 2024, compared to HKD 19,516,000 in 2023, reflecting a rise of 31.5%[95]. - Total remuneration for directors and other key management personnel amounted to HKD 1,008,000 for the six months ended September 30, 2024, up from HKD 948,000 in the previous year, representing a 6.3% increase[126]. - Short-term employee benefits for key management personnel increased to HKD 984,000 from HKD 906,000, reflecting a growth of 8.6%[126]. Market Outlook - The company remains cautiously optimistic about future growth despite challenges from global economic uncertainties and geopolitical tensions[16]. - The group anticipates continued growth in travel demand despite global economic challenges and geopolitical tensions, maintaining a cautiously optimistic outlook[31]. Shareholder Information - As of September 30, 2024, the group’s major shareholders, Mr. Ko and Mrs. Ko, collectively hold 72.74% of the issued share capital[36]. - Major shareholder Gao Xuan holds 356,715,000 shares, representing 69.96% of the issued share capital[51]. - The company has adopted a share option scheme on September 6, 2011, to reward employees and attract talent, with options granted for a total of 31 million shares[44]. Miscellaneous - The company has no outstanding bank borrowings as of September 30, 2024[26]. - The group recorded a foreign exchange loss of approximately HKD 301,000 for the period, compared to a loss of HKD 1.3 million in 2023[30]. - The company has not purchased, sold, or redeemed any of its listed securities during the six months ending September 30, 2024[33]. - The company has decided not to declare an interim dividend for the six months ended September 30, 2024, consistent with the previous period[106].

Financial Performance - Total customer sales from continuing operations reached HKD 310.6 million, an increase of 43.1% compared to HKD 217.0 million in the same period last year[3] - Revenue from continuing operations was HKD 114.5 million, up 99.5% from HKD 57.4 million year-on-year[3] - Profit attributable to owners from continuing operations was HKD 3.0 million, compared to HKD 1.9 million in 2023[3] - Earnings per share from continuing operations was HKD 0.6 cents, an increase from HKD 0.4 cents in 2023[3] - Gross profit for the period was HKD 42.1 million, compared to HKD 30.2 million in the previous year[5] - Operating profit was HKD 3.4 million, up from HKD 2.1 million year-on-year[5] - Total comprehensive income for the period was HKD 2.5 million, compared to HKD 1.6 million in the previous year[5] - For the six months ending September 30, 2024, the company reported total revenue of HKD 120,837,000, a significant increase from HKD 63,267,000 in the same period of 2023, representing a growth of approximately 91%[20] - The group's reported segment revenue for the six months ended September 30, 2024, was HKD 114,490,000, compared to HKD 57,370,000 for the same period in 2023, representing a 99.5% increase[27] - The group's profit from continuing operations for the same period was HKD 12,572,000, up from HKD 9,621,000 in 2023, indicating a 30.4% growth[27] Customer Sales and Revenue - Total customer sales receipts for ongoing operations amounted to HKD 310,618,000, up from HKD 217,003,000, reflecting a growth of around 43%[21] - Revenue from the sale of travel and wedding-related products reached HKD 30,454,000, up from HKD 23,939,000, indicating a growth of about 27%[19] - The company generated HKD 84,036,000 from tour sales, compared to HKD 33,431,000 in the previous year, marking an increase of approximately 151%[19] Dividends and Shareholder Returns - The board decided not to declare an interim dividend for the six months ended September 30, 2024, consistent with the previous year[3] - Basic earnings per share from continuing operations were HKD 0.6 cents, compared to HKD 0.4 cents in the previous year[54] Assets and Liabilities - Total assets as of September 30, 2024, were HKD 161.4 million, an increase from HKD 130.0 million as of March 31, 2024[10] - The group's total liabilities as of September 30, 2024, were HKD 119,158,000, compared to HKD 84,464,000 as of March 31, 2023, indicating a 41.1% increase[27] - Total equity attributable to owners was HKD 64.2 million, down from HKD 68.8 million as of March 31, 2024[12] Expenses and Costs - Employee costs, including director remuneration, rose to HKD 25,642,000 for the six months ended September 30, 2024, from HKD 19,516,000 in 2023, a 31.5% increase[30] - The group recorded a significant increase in sales and distribution costs, rising by 36.2% to HKD 25.2 million compared to HKD 18.5 million in the same period last year[61] - Administrative and other operating expenses increased by 30.5% to HKD 17.1 million, up from HKD 13.1 million in the previous year, primarily due to rising employee costs[62] Cash Flow and Financial Position - The group achieved an operating cash inflow of approximately HKD 36.5 million, compared to HKD 24.8 million for the six months ending September 30, 2023[64] - The group had cash and cash equivalents totaling HKD 112.5 million as of September 30, 2024, compared to HKD 85.2 million as of March 31, 2024[64] Discontinued Operations - The company completed the sale of its entire stake in a subsidiary, which has been reflected in the financial statements as discontinued operations[2] - The group incurred a loss of HKD 478,000 from discontinued operations for the six months ended September 30, 2024, compared to a loss of HKD 304,000 in 2023[27] Compliance and Governance - The company has complied with all provisions of the corporate governance code as outlined in the listing rules during the period[75] - The audit committee reviewed the interim results for the period and discussed them with management[76] - The company adopted the standard code of conduct for securities trading by directors and confirmed compliance during the period[77] Future Outlook and Strategy - The group anticipates continued growth in travel demand despite global economic challenges and geopolitical tensions, maintaining a cautiously optimistic outlook[73] - The group plans to continue expanding its product offerings and enhancing competitiveness to adapt to market trends and challenges[56] - The group will continue to invest in exploring new travel routes and tailor-made itineraries for individual, small group, and corporate clients[73] - The company plans to enhance operational efficiency by optimizing employee structure and strengthening resources to improve customer service and product offerings[73]

董事及高級管理層履歷 麥敬修先生，50歲，於二零一一年六月二十九日獲委任為本公司獨立非執行董事。麥先生為美國註冊會計師協會會 員。彼於波士頓大學畢業，獲工商管理理學士學位，並獲倫敦大學金融管理理學碩士學位。麥先生曾於多家投資機構 出任高層職位，於企業融資及私募基金投資擁有逾二十年經驗。於二零一零年至二零一二年，彼於中國生命（香港） 有限公司（中國生命集團有限公司（股份代號：8296）全資附屬公司）擔任總經理。於二零零七年至二零一八年，麥先 生出任於聯交所上市之公司新疆天業節水灌溉股份有限公司（股份代號：840）的獨立非執行董事。目前，彼為捷隆控 股有限公司（股份代號：1425）的獨立非執行董事，該公司的證券為於聯交所上市。 高級管理層 企業管治常規 本公司董事（「董事」）會（「董事會」）承諾維持及確保高標準的企業管治，以達致有成效的問責制，同時保障本公司股 東利益。截至二零二四年三月三十一日止年度，本公司已遵守香港聯合交易所有限公司證券上市規則（「上市規則」） 附錄C1《企業管治守則》（「企業管治守則」）所載所有適用守則條文。 董事委員會 年內，董事出席董事會會議的記錄以及委員會成員出席提名委員會會議、薪酬委 ...

Travel Expert (Asia) Enterprises Limited 專 業 旅 運（ 亞 洲 ）企 業 有 限 公 司 （於開曼群島註冊成立的有限公司） （股份代號：1235） 全年業績 二零二四年 二零二三年 附註 千港元 千港元 毛利 67,820 22,066 行政及其他經營開支 (28,720) (21,465) 融資成本 6 (684) (256) 年內溢利╱（虧損） 9,023 (2,205) 2 綜合財務狀況表 於二零二四年三月三十一日 非流動資產 物業、廠房及設備 16,096 5,820 無形資產 540 594 預付款項及按金 3,550 3,110 遞延稅項資產 3,026 – 75,754 43,457 | --- | --- | --- | --- | |------------------------------|-------|--------|--------| | 流動資產 存貨 | | 1,390 | 2,067 | | 應收貿易款項 | 10 | 16 | 71 | | 預付款項、按金及其他應收款項 | | 23,856 | 8,540 | | 可收回稅項 ...

Financial Performance - Total customer sales revenue reached HKD 219.2 million, a significant increase of 352.1% compared to HKD 48.5 million in the same period last year[4]. - Total revenue for the period was HKD 59.5 million, up 561.1% from HKD 9.0 million year-on-year[6]. - The company reported a profit attributable to owners of HKD 1.6 million, reversing a loss of HKD 4.0 million in the previous year[11]. - Basic earnings per share were HKD 0.3, compared to a loss of HKD 0.8 per share in the prior year[4]. - The return on equity improved to 2.6% from a negative 6.9% in the previous year[4]. - The group achieved an operating cash inflow of approximately HKD 24.8 million, a substantial increase from HKD 1.3 million in the same period last year[22]. - Total comprehensive income for the six months ended September 30, 2023, was HKD 1,598,000, compared to a loss of HKD 4,031,000 in the same period of 2022[55]. - Profit attributable to owners of the company for the same period was HKD 1,609,000, a significant recovery from a loss of HKD 3,982,000 in 2022[55]. - The reported segment profit for the same period was HKD 9,317,000, a turnaround from a loss of HKD 2,812,000 in the previous year[81]. Revenue Sources - Revenue from services related to travel and wedding products was HKD 23,939,000, up from HKD 6,914,000 in 2022, indicating a year-over-year increase of about 246%[69]. - The sales of travel packages surged to HKD 33,431,000 from HKD 92,000, marking an increase of approximately 36,000%[69]. - The company reported external customer revenue of HKD 59,549,000 for the six months ended September 30, 2023, compared to HKD 8,988,000 for the same period in 2022, representing a significant increase of 563%[81]. Cost and Expenses - The group recorded a significant increase in sales and distribution costs, rising by 203.3% to HKD 18.5 million compared to HKD 6.1 million in the same period last year[18]. - Administrative and other operating expenses increased by 18.9% to HKD 13.2 million, primarily due to rising employee costs[19]. - Employee costs, including director remuneration, rose to HKD 20,328,000 for the six months ended September 30, 2023, compared to HKD 8,919,000 in the prior year, marking an increase of 128%[84]. Assets and Liabilities - The net asset value as of September 30, 2023, was HKD 61.3 million, up from HKD 59.6 million as of March 31, 2023[22]. - Total assets as of September 30, 2023, amounted to HKD 125,934,000, up from HKD 95,837,000 as of March 31, 2023[57]. - The company’s total liabilities increased to HKD 80,302,000 as of September 30, 2023, up from HKD 45,766,000 as of March 31, 2023, representing a growth of 75%[81]. - Current liabilities increased to HKD 74,889,000 from HKD 43,457,000, indicating a rise in operational obligations[59]. Operational Developments - The company has expanded its travel offerings to include tours to mainland China, which have received positive customer feedback[6]. - Management is implementing flexible business policies to address challenges such as labor shortages and insufficient flight availability[7]. - The group opened 2 new retail stores during the period to capitalize on the market recovery[18]. - The company has resumed normal operations since February 2023, leading to an improvement in performance and a rise in customer numbers[64]. Corporate Governance and Policies - The board has decided not to declare an interim dividend for this period, consistent with the previous year[11]. - The group has complied with all corporate governance codes as per the Hong Kong Stock Exchange listing rules[33]. - The company has adopted a share option scheme to reward employees and encourage their continued service, with options granted to eligible individuals[28]. - The board will regularly review the compensation policy based on the group's operational performance and market conditions[28]. Future Outlook - The company plans to continue investing in infrastructure and technology to support future growth[9]. - The group is actively seeking business opportunities to enhance profitability while maintaining prudent financial management to control costs and improve operational efficiency[31]. - The travel industry is experiencing a strong rebound due to the lifting of travel restrictions, with increasing demand for travel products[29]. - The group aims to enhance competitiveness and resilience to achieve sustainable business growth[31].

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告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部份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。 Travel Expert (Asia) Enterprises Limited 專 業 旅 運（ 亞 洲 ）企 業 有 限 公 司 （於開曼群島註冊成立的有限公司） 1235 （股份代號： ） 截至二零二三年九月三十日止六個月 中期業績公告 財務摘要 • 219.2 48.5 期內客戶銷售所得款項總額為 百萬港元，較去年同期的 百萬港元增 352.0% 加 。 • 59.5 9.0 561.1% 期內收益為 百萬港元，較去年同期的 百萬港元增加 。 • 1.6 本公司擁有人應佔期內溢利為 百萬港元（二零二二年：本公司擁有人應佔 4.0 期內虧損 百萬港元）。 • 0.3 0.8 本公司擁有人應佔期內每股盈利為 港仙（二零二二年：每股虧損 港仙）。 • 董事會議決不會就截至二零二三年九月三十日止六個月宣派中期股息（二零 二二年：無）。 ...