HAICHANG HLDG(02255)

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上海主题公园:打开“流量”新局 各大项目各有定位覆盖不同人群 构建“快乐经济”新体验
Jie Fang Ri Bao· 2025-09-15 01:44
记者 李宝花 上海的主题公园,"过剩"了吗?去年至今,这样的追问时有出现。 一方面,是因为上海的大型主题公园及大型游乐园确实越来越多了。 论国际知名IP,有上海迪士尼、上海乐高乐园,还有即将于2027年建成的哈利·波特制片厂之旅 (上海)和小猪佩奇户外主题乐园;论本土项目,有上海欢乐谷、上海海昌海洋公园,以及同时拥有冰 雪项目和水乐园的耀雪冰雪世界。这么多主题公园及大型项目集中在一座城市,颇有些"乱花渐欲迷人 眼"的架势。 另一方面,是近两年游客花钱更谨慎了。 知名主题公园无论规模大小,门票价格低则人均100—200元,高则500—600元。进入主题公园后, 餐饮、周边产品又是一笔开销,部分游客还会花钱购买快速通行证,或者入住主题酒店。逛一次主题公 园,一般家庭多少都得先算算账。 追问由此产生:如此大环境下,上海仍不断引入大型主题公园,还会是一笔"好生意"吗? 9月初,上海耀雪冰雪世界迎来开业一周年。这个融合冰雪运动、水上乐园与主题度假酒店的复合 型度假区,交出了暑期客流量破50万人次、年累计接待超百万游客的亮眼"成绩单",为"上海主题公园 是否过剩"的行业争论,提供了一份有力回应。 暑期"成绩单" 要判断" ...
“大消费投资高峰论坛暨2025 智通星耀秋季联合策略会”报名中!
智通财经网· 2025-09-04 02:18
Group 1 - The event "Big Consumption Investment Summit and 2025 Zhitong Xingyao Autumn Joint Strategy Meeting" was held in Hangzhou, focusing on the theme "New Consumption Species: The Evolution of Hong Kong Stocks" [1] - In 2025, China's consumption market is witnessing a blend of tradition and innovation, with electric vehicle penetration exceeding 47%, smart home sales growing in double digits, and rural consumption growth outpacing urban by 0.8 percentage points [1] - The Hong Kong stock market is becoming a witness to consumer power, with a 100-fold subscription for consumer IPOs in the first half of the year and 71% of new stocks closing higher on their first day [1] Group 2 - The main venue will feature keynote speeches and roundtable discussions on trends, while the sub-venue will showcase opportunities from 30 top companies [2] - Keynote speakers include executives from Tencent, GF Securities, and various leading companies, sharing insights and practical experiences [4] - The sub-venue will host presentations from 30 leading companies, including China Duty Free Group, Maogeping, and others, focusing on their business opportunities [5]
异动盘点0902|医药股继续走高,极智嘉涨超5%,美的集团涨近3%
贝塔投资智库· 2025-09-02 04:00
Group 1: Hong Kong Stock Market Performance - Midea Group (00300) increased nearly 3% with Q2 revenue of 123.9 billion yuan, a year-on-year increase of 11.0%, and net profit of 13.59 billion yuan, up 15.1%. This marks the company's first interim dividend of 5 yuan per 10 shares (tax included) [2] - Sanofi (02257) saw a midday increase of over 12% as its mid-term shareholder loss narrowed by 91%, with STP705 expected to complete commercialization within the year [2] - Ocean Park (02255) rose nearly 3% in early trading, but reported a 14.2% year-on-year decline in revenue to 686 million yuan, with a loss of approximately 296 million yuan due to decreased visitor numbers and consumer spending [2] Group 2: Company Highlights - InnoCare Pharma (02577) increased over 6% with a sales revenue of 553 million yuan, a year-on-year growth of 43.4%, and a gross margin of 6.8%, marking a significant improvement of 28.4 percentage points [3] - Geekplus (02590) rose over 5%, achieving over 30% year-on-year revenue growth as a leader in global warehouse fulfillment AMR [3] - China Nonferrous Mining (01258) increased over 3.8% due to rising copper prices improving mid-term performance, with ongoing resource expansion and acquisitions [3] Group 3: Other Notable Movements - Hengrui Medicine (01276) rose over 1.5% after receiving drug registration approval for EZH2 inhibitor [3] - Horizon Robotics (09660) fell nearly 1% despite exceeding market expectations in revenue, with Goldman Sachs maintaining a positive outlook on HSD system mass production [3] - BYD Electronics (00285) dropped over 0.5% with a nearly 14% year-on-year increase in net profit, accelerating its layout in AI data centers and robotics [3] - Shandong Gold (01787) fell nearly 2% as it plans to raise approximately 3.9 billion HKD through a discounted placement to repay company debts [3]
海昌海洋公园早盘涨超5% 上半年业绩显著承压 IP业务收入同比增长23%
Zhi Tong Cai Jing· 2025-09-02 03:30
Group 1 - The core viewpoint of the article highlights that Haichang Ocean Park (02255) experienced a significant stock price increase following the release of its interim results, despite reporting a revenue decline and increased losses [1] - For the first half of the year, Haichang Ocean Park reported a revenue of 686 million RMB, a year-on-year decrease of 14.19%, and a shareholder loss of 295 million RMB, which represents a year-on-year increase of 250.41% [1] - The company has secured the operational rights to an internationally recognized IP theme store, which contributed to an IP business revenue of 78.06 million RMB, reflecting a year-on-year growth of 23% [1] Group 2 - The interim report indicates that Haichang Ocean Park is establishing an IP operation track in niche segments, aiming to integrate IP commercialization with various consumer entertainment scenarios such as theme apartments, scenic spots, lifestyle hotels, and commercial properties [1] - In June, Xiangyuan Holdings Group announced a strategic investment of 2.295 billion HKD in Haichang Ocean Park, which, if completed, would result in Xiangyuan indirectly holding 38.6% of the shares, making it the new controlling shareholder [1] - According to Kaiyuan Securities, this strategic investment will facilitate mutual advantages for both parties, helping Xiangyuan to complement emerging customer markets and complete a closed loop of "natural scenic area traffic + theme park customer attraction" [1]
港股异动 | 海昌海洋公园(02255)早盘涨超5% 上半年业绩显著承压 IP业务收入同比增长23%
Zhi Tong Cai Jing· 2025-09-02 02:54
Group 1 - The core viewpoint of the news is that Haichang Ocean Park's stock price increased over 5% in early trading, despite facing significant financial challenges in the first half of the year, with a notable growth in its IP business revenue [1] - Haichang Ocean Park reported a revenue of 686 million RMB for the first half of the year, a decrease of 14.19% year-on-year, and a shareholder loss of 295 million RMB, which expanded by 250.41% [1] - The company secured the operational rights for an internationally recognized IP theme store, leading to an IP business revenue of 78.06 million RMB, which represents a year-on-year growth of 23% [1] Group 2 - Xiangyuan Holdings Group announced a strategic investment of 2.295 billion HKD in Haichang Ocean Park, which, if completed, would result in Xiangyuan holding 38.6% of the shares and becoming the new controlling shareholder [2] - This strategic investment is expected to complement the strengths of both parties, providing Haichang Ocean Park with additional strategic development resources and helping to reduce financial costs [2]
海昌海洋公园(02255) - 截至2025年8月31日之股份发行人的证券变动月报表
2025-09-01 09:36
FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 本月底法定/註冊股本總額: USD 750,000 備註: 本公司之法定股本於2025年8月19日由500,000美元(分為10,000,000,000股每股面值0.00005美元之股份)增加至750,000美元(分為15,000,000,000股每股面值0.00005美元之股份)。有關詳情 載於本公司日期為 2025年7月31日的通函。 第 1 頁 共 10 頁 v 1.1.1 致:香港交易及結算所有限公司 公司名稱: 海昌海洋公園控股有限公司 (於開曼群島註冊成立之有限公司) 呈交日期: 2025年9月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02255 | 說明 | 海昌海洋公園 | | | | | | | | 法定/註冊股份數目 | | ...
海昌海洋公园上半年实现收入6.86亿元 IP运营业务同比增长23%
Zheng Quan Shi Bao Wang· 2025-08-30 05:04
Core Viewpoint - Haichang Ocean Park reported a significant decline in revenue and an increase in losses for the first half of 2025, indicating challenges in consumer spending and attendance [1] Financial Performance - For the first half of 2025, Haichang Ocean Park achieved revenue of 686 million yuan, a year-on-year decrease of 14.2%, with a loss of approximately 296 million yuan [1] - The number of visitors decreased, reflecting a substantial drop in consumer willingness and ability to spend [1] Strategic Developments - The company is advancing its OAAS (Operation as a Service) light asset strategy, with major projects expected to launch soon [1] - The Beijing Haichang Ocean Park project has obtained a construction permit and is set to begin structural construction, aiming for completion in the first half of 2026 and trial operations in the first half of 2027 [1] - The Fuzhou Haichang Ocean Park project is in negotiations with local state-owned platforms, with plans to commence construction in 2026 [1] IP Business Growth - In the first half of the year, Haichang Ocean Park secured the operational rights to an internationally recognized IP theme store, generating 78.06 million yuan in IP business revenue, a 23% increase year-on-year [2] - The company aims to establish an IP operation track by collaborating with globally influential IPs, integrating IP commercialization with various entertainment and lifestyle scenarios [2] Market Opportunities - The introduction of multiple consumer promotion policies presents unprecedented growth opportunities for the cultural tourism industry [3] - The opening of the second phases of Shanghai Haichang and Zhengzhou Haichang is expected in 2026, providing a solid foundation for revenue growth [3] - The company plans to leverage a dual-driven model of "OAAS + IP" to enhance its market competitiveness and support various marine-themed projects [3] Long-term Vision - Haichang Ocean Park is committed to becoming an international comprehensive cultural tourism group centered on marine culture, continuously enhancing its core competitiveness [3] - The company has several OAAS projects in negotiation, laying a solid foundation for sustained future growth [3]
海昌海洋公园(02255)发布中期业绩 股东应占亏损2.95亿元 同比扩大250.41%
Zhi Tong Cai Jing· 2025-08-29 14:55
Group 1 - The core viewpoint of the article highlights that Haichang Ocean Park (02255) reported a significant decline in revenue and an increase in shareholder losses for the six months ending June 30, 2025 [1] Group 2 - The company's revenue for the period was RMB 686 million, representing a year-on-year decrease of 14.19% [1] - The loss attributable to shareholders was RMB 295 million, which is an increase of 250.41% compared to the previous year [1] - The loss per share was reported at 3.64 cents [1]
海昌海洋公园发布中期业绩 股东应占亏损2.95亿元 同比扩大250.41%
Zhi Tong Cai Jing· 2025-08-29 14:50
Group 1 - The company reported a revenue of RMB 686 million for the six months ending June 30, 2025, representing a year-on-year decrease of 14.19% [1] - The loss attributable to shareholders expanded to RMB 295 million, marking a year-on-year increase of 250.41% [1] - The loss per share was recorded at 3.64 cents [1]
海昌海洋公园(02255) - 2025 - 中期业绩
2025-08-29 14:00
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佈的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本公佈全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 HAICHANG OCEAN PARK HOLDINGS LTD. 海昌海洋公園控股有限公司 (於開曼群島註冊成立之有限公司) (股份代號:2255) 截至2025年6月30日止六個月中期業績公佈 業績 海昌海洋公園控股有限公司(「本公司」或「海昌」或「我們」)之董事(「董事」)會 (「董事會」)欣然宣佈本公司及其附屬公司(統稱「本集團」)截至2025年6月30日止 六個月(「報告期」或「本期間」)之未經審核簡明綜合中期業績連同可比較財務數據 如下: 1 中期簡明綜合損益表 截至2025年6月30日止六個月 3 中期簡明綜合財務狀況表 2025年6月30日 | | | 2025年 | 2024年 | | --- | --- | --- | --- | | | | 6月30日 | 12月31日 | | | | (未經審核) | (經審核) | | | 附註 | 人民幣千元 | 人民幣千元 | | 非流動資產 ...