UBOX ONLINE(02429)

Search documents
友宝在线(02429.HK)将于8月28日召开董事会会议以审批中期业绩
Ge Long Hui· 2025-08-18 09:37
相关事件 友宝在线(02429.HK)将于8月28日召开董事会会议以审批中期业绩 友宝在线(02429.HK):完成H股全流 通 格隆汇8月18日丨友宝在线(02429.HK)公布,公司将于2025年8月28日召开董事会会议,以(其中包括)审 议及通过集团截至2025年6月30日止六个月的中期业绩及其发布,以及审议派发中期股息的建议(如 有)。 ...
友宝在线(02429) - 董事会会议召开日期
2025-08-18 09:24
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。 Beijing UBOX Online Technology Corp. 北京友寶在線科技股份有限公司 (於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司) (股 份 代 號:2429) 董事會會議召開日期 北京友寶在線科技股份有限公司(「本公司」連 同 其 附 屬 公 司,「本集團」)董事會 (「董事會」)謹 此 宣 佈,本 公 司 將 於 二 零 二 五 年 八 月 二 十 八 日(星 期 四)舉行董事 會 會 議,以(其 中 包 括)考慮及通過本集團截至二零二五年六月三十日止六個月 的 中 期 業 績 及 其 刊 發,並 考 慮 派 發 中 期 股 息(如 有)。 承董事會命 北京友寶在線科技股份有限公司 於 本 公 告 日 期,本 公 司 執 行 董 事 為 王 濱 先 生、余 立 志 先 生、崔 艷 女 士 及 ...
友宝在线(02429) - 截至二零二五年七月三十一日止月份之股份发行人的证券变动月报表
2025-08-06 08:42
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7月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 北京友寶在線科技股份有限公司 (在中華人民共和國註冊成立的股份有限公司)(「本公司」) 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | | 於香港聯交所上市 (註1) | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | 非上市股份 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 42,458,930 | RMB | | 1 RMB | | 42,458,930 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 42,458,930 | RMB | | 1 RMB | | 42,458,93 ...
暴涨53%后暴跌22%,友宝在线(02429)发生了什么?
智通财经网· 2025-07-03 07:51
Core Viewpoint - The recent stock price volatility of Youbao Online (02429) has attracted significant market attention, with a sharp increase of 53.85% followed by a decline of over 22%, primarily driven by short-term trading and southbound capital inflows [1][7]. Group 1: Stock Performance - On June 30, Youbao Online experienced a surge in trading volume, with a transaction value of 20.3 billion HKD and a turnover rate of 72.3% [1]. - The following day, the stock saw a significant drop, with a transaction value of 3.72 billion HKD and a decline of 22% [1]. - Southbound capital has been a major influence, with net purchases of 3.206 million shares on July 2, accounting for 46.48% of total trading volume [1]. Group 2: Company Fundamentals - Youbao Online operates in the unmanned retail and wholesale business, with a total of 67,144 vending machines as of 2024, representing a year-on-year growth of 12.4% [4]. - The company has a high concentration of vending machines in first- and second-tier cities, with 87.72% of machines located in these areas [4]. - Despite the growth in the unmanned retail market, the company's revenue compound annual growth rate (CAGR) from 2022 to 2024 is only 7.6% [5]. Group 3: Financial Performance - The company's gross margin is projected to decline to 35.7% in 2024, down 5 percentage points year-on-year, with the wholesale business gross margin at only 2% [5]. - Youbao Online has incurred a cumulative net loss of 809 million HKD over the past three years, indicating ongoing financial challenges [5]. - The company's expenses are notably high, with a sales expense ratio of 35% and a management expense ratio of 39.4%, which together exceed gross profit [5]. Group 4: Market Context - The automated vending machine retail market is still in a rapid growth phase, with significant potential for expansion, as China's per capita vending machine ownership is only 1/50 of Japan's [5]. - The company has faced valuation declines, with its stock price dropping from a peak of 29.4 HKD to 3.12 HKD, reflecting a 90% decrease due to persistent underperformance and losses [6].
智通港股解盘 | 大漂亮法案引发连锁反应 新股持续受到追捧
Zhi Tong Cai Jing· 2025-06-30 13:20
Market Overview - The Hong Kong stock market is experiencing a decline, with the Hang Seng Index dropping by 0.87% as large funds adjust their positions, particularly in the financial sector [1] - In contrast, the A-share market is witnessing a collective rise, attributed to the China Securities Regulatory Commission's new logo, interpreted by investors as a sign of a "triple win" for the stock market, listed companies, and investors [1] Trade Relations and Tariffs - Concerns over tariffs remain prevalent in the Hong Kong market, with the U.S. government indicating that trade negotiations may extend beyond the initial deadline set by the Trump administration [2] - The U.S. Treasury Secretary stated that negotiations with multiple trade partners could continue until September, reflecting a lack of significant progress in talks with major partners [2] - China's firm stance against sacrificing its interests in trade negotiations has influenced other countries, such as India, to adopt a tougher approach [2] Inflation and Economic Indicators - The U.S. core PCE price index for May increased by 2.68% year-on-year, surpassing expectations and reaching its highest level since February 2025 [3] - The inflation outlook suggests that the Federal Reserve is unlikely to lower interest rates in the upcoming meetings, with expectations of inflation peaking in July or August [3] - In China, industrial profits for large enterprises declined by 1.1% year-on-year from January to May, with a significant drop of 9.1% in May alone [3] Legislative Developments - The U.S. Senate passed the "Big Beautiful Bill" with a narrow margin, which could lead to increased government debt to stimulate economic growth [4] - The bill's passage may have mixed implications, as the U.S. national debt exceeds $36 trillion, raising concerns about sustainability [4] - The bill includes compromises that may benefit sectors such as healthcare and renewable energy, positively impacting related stocks [4] Stock Performance and New Listings - Newly listed stocks like Chow Tai Fook (06168) have seen significant gains, with a 25% increase on the day, nearly doubling in value over three days [5] - Old Town Gold (06181) also benefited from the strong performance of its new Singapore store, with a nearly 15% rise in stock price [5] - Cloud Wisdom (09678), the first AGI stock in Hong Kong, surged over 44% on its debut, driven by strong revenue growth projections [6] Sector Focus - The military industry is gaining attention due to reports of Iran negotiating the purchase of Chinese fighter jets and abandoning U.S. GPS in favor of China's BeiDou navigation system [8] - The photovoltaic glass sector is addressing supply-demand imbalances, with plans for a 30% production cut starting in July to stabilize prices [9] - Companies like Eastman Chemical (00189) are expected to benefit from increased demand for refrigerants, with a significant rise in profitability anticipated [10][11]
北水动向|北水成交净买入52.2亿 内银股再现分化 北水加仓建行(00939)、抛售中行(03988)
智通财经网· 2025-06-30 09:54
Group 1: Market Overview - On June 30, the Hong Kong stock market saw a net inflow of 5.22 billion HKD from Northbound trading, with 2.393 billion HKD from the Shanghai Stock Connect and 2.826 billion HKD from the Shenzhen Stock Connect [1] - The most bought stocks included China Construction Bank (00939), SMIC (00981), and Meituan-W (03690), while the most sold stocks were Alibaba-W (09988), Bank of China (03988), and Tencent (00700) [1] Group 2: Stock Performance - China Construction Bank received a net inflow of 9.57 billion HKD, while Bank of China faced a net outflow of 3.8 billion HKD [6] - SMIC saw a net inflow of 7.14 billion HKD, benefiting from the potential cancellation of semiconductor exemptions by the U.S., which could weaken the competitive edge of foreign manufacturers [6] - Meituan-W had a net inflow of 3.77 billion HKD, as the company focuses on core business areas and expands its delivery services [7] - Kuaishou-W (01024) received a net inflow of 3.14 billion HKD, with significant investments in AI technology [7] - Xinda Biopharmaceuticals (01801) had a net inflow of 3.13 billion HKD, planning to raise funds for R&D and operational expenses [8] Group 3: Notable Sell-offs - Xiaomi Group-W (01810) experienced a net outflow of 1.14 billion HKD, despite positive market expectations for its new vehicle model [9] - Guotai Junan International (01788) faced a net outflow of 516.8 million HKD, as it upgraded its trading license for virtual asset services [9] - Alibaba-W (09988) and Tencent (00700) saw net outflows of 5.51 billion HKD and 3.25 billion HKD, respectively [9]
港股收盘,恒生指数收跌0.87%,恒生科技指数收跌0.72%;新消费概念股延续强势,老铺黄金(06181.HK)收涨14.94%,友宝在线(02429.HK)收涨53.85%。
news flash· 2025-06-30 08:11
Group 1 - The Hang Seng Index closed down by 0.87% and the Hang Seng Tech Index fell by 0.72% [1] - New consumption concept stocks continued to show strong performance, with Lao Pu Gold (06181.HK) rising by 14.94% and Youbao Online (02429.HK) increasing by 53.85% [1]
新消费概念港股延续强势友宝在线一度涨超65%
news flash· 2025-06-30 07:21
Group 1 - The new consumption concept in the Hong Kong stock market continues to show strong performance, with Youbao Online experiencing a surge of over 65% at one point [1] - As of the report, Youbao Online is up 48%, while Zhou Silu is up 20%, and Laopu Gold is up 16% [1]
友宝在线(02429) - 2024 - 年度财报
2025-04-28 12:05
Financial Performance - The company reported a total merchandise value of RMB 1.5 billion for the fiscal year, representing a year-on-year increase of 25%[1] - Revenue for the year 2024 was RMB 2,918,867, an increase from RMB 2,672,020 in 2023, marking a growth of approximately 9.2%[12] - The gross profit for 2024 was RMB 1,041,267, compared to RMB 1,088,669 in 2023, indicating a decrease of about 4.4%[12] - Operating loss for 2024 was RMB 176,833, an improvement from a loss of RMB 299,457 in 2023, reflecting a reduction of approximately 41%[12] - The adjusted net loss for 2024 was RMB 115,358, an improvement from RMB 202,394 in 2023, indicating a reduction of approximately 43%[12] - The net loss for the year ended December 31, 2024, was approximately RMB 210.7 million, a decrease of 34.0% year-over-year[59] - The adjusted net loss (non-HKFRS measure) was approximately RMB 115.4 million, a reduction of 43.0% year-on-year[25] - The company reported a net profit margin of 12%, an increase from 10% in the previous year, reflecting improved operational efficiency[1] Growth and Expansion - User data indicated a growth in active vending machine locations to 10,000, up from 8,000 in the previous year, marking a 25% increase[1] - The company expects revenue growth of 30% for the next fiscal year, projecting total revenue to reach RMB 2 billion[1] - Market expansion plans include entering three new provinces in China by the end of 2025, targeting an additional 2,000 vending machines[1] - The total number of Ubox points reached 67,144 as of December 31, 2024, representing a year-on-year growth of 12.4%[16] - The number of vending machines increased from 59,721 in 2023 to 67,144 in 2024, representing a growth of 12.4%[29] - The company plans to expand its point network and penetrate lower-tier cities to increase market coverage and profitability[21] Product Development and Innovation - New product launches included a line of healthy snacks, which contributed to a 15% increase in sales in the last quarter[1] - The company is investing RMB 200 million in R&D for new vending technologies aimed at enhancing user experience and operational efficiency[1] - The company aims to increase R&D investment in AI, big data, and IoT technologies to enhance operational efficiency and consumer experience[21] - The company is focusing on enhancing data analysis and algorithm improvements to optimize inventory management and personalized marketing strategies[18] - The company has implemented upgrades to its vending machines, significantly increasing inventory capacity and sales per unit, contributing to overall revenue growth[34] Financial Management and Capital Structure - The total assets decreased to RMB 1,287,205 in 2024 from RMB 1,512,658 in 2023, a decline of about 14.9%[12] - The total liabilities decreased to RMB 481,301 in 2024 from RMB 540,723 in 2023, a reduction of approximately 10.9%[12] - The debt-to-equity ratio as of December 31, 2024, was 16.1%, compared to 11.1% as of December 31, 2023, indicating an increase in leverage[69] - The cash used in operating activities for the year ended December 31, 2024, was approximately RMB 23.1 million, attributed mainly to a pre-tax loss of approximately RMB 191.8 million, adjusted for various non-cash items[66] - The net cash generated from investing activities for the year ended December 31, 2024, was approximately RMB 17.6 million, primarily due to repayments from business partners of approximately RMB 20.0 million[66] Management and Governance - The company’s management team is responsible for daily operations, with a focus on strategic development and oversight of operations[87] - The board currently consists of nine directors, including four executive directors, two non-executive directors, and three independent non-executive directors[86] - The company has established a remuneration committee to review its remuneration policy based on operational performance and market practices[161] - The supervisory board conducted a thorough review of the company's financial situation and management policies, confirming the absence of false statements or significant omissions[192] Strategic Partnerships and Collaborations - The company has ongoing related party transactions with Alipay China, which is a wholly-owned subsidiary of Ant Group[175] - The company entered into a framework agreement with Alipay China to enhance its online payment services, aiming to improve customer satisfaction and strengthen its position in the unmanned retail market[178] - The collaboration with Alipay China is expected to leverage Ant Group's expertise in internet technology and digital infrastructure to expand retail channels and increase revenue[180] Environmental and Social Responsibility - The company has not faced significant environmental risks and has not incurred any fines or penalties for violations of environmental regulations during the reporting period[126] - The company has not made any charitable donations or other contributions during the reporting period, consistent with the previous year[134] Risks and Challenges - The company's performance heavily relies on its ability to secure strategic locations for existing and new points of sale, with many current leases being short-term, which poses risks to operational success and growth prospects[125] - Any system failures in the vending machines or operational systems could adversely affect the company's ability to receive orders and collect payments, impacting financial performance[125] Shareholder Information - The company has granted options to subscribe for a total of 30,150,000 non-listed shares under its pre-IPO incentive plan, representing about 3.87% of the total issued shares as of December 31, 2024[130] - The company has no plans to grant further stock options under the pre-IPO incentive plan post-listing, with zero options available for grant at the beginning and end of the reporting period[84] - The company’s dividend policy allows for distribution in cash or shares, subject to board approval and shareholder meeting[122]
发生了什么?友宝在线重挫逾50% 市值缩水超40亿港元
Cai Lian She· 2024-11-04 05:13AI Processing
财联社11月4日讯(编辑 胡家荣) 今日被称为"无人零售第一股"的友宝在线(02429.HK)大跌,这一走势 与大规模股票解禁有关。截至发稿,跌52.69%,报5.1港元。 同时友宝在线的总市值从上周五的84.08亿港元下降至如今不足40亿港元。 消息方面,友宝在线上市满一周年,随之迎来了大规模的股票解禁潮。此次解禁涉及公司最大股东王 滨、陈昆嵘以及基石投资者如奈雪的茶、马六甲等。据统计,此次解禁的股份数量超过2亿股,占友宝 在线总股本的27.88%。 公司业绩亏损持续扩大 与此同时,友宝在线的财务报告显示,公司在过去几个财年中表现不佳。以净利润为例,该公司在2019 盈利4500万后持续亏损。 具体来看,2019年、2020年、2021年、2022年、2023年的净利润分别为0.45亿元、-11.72亿元、-1.85亿 元、-2.85亿元、-3.27亿元。 对于业绩亏损的原因,友宝在线日前无人零售行业需要投入大量的资金和人力进行技术研发、设备维护 和市场营销等方面的工作。然而,由于利润率普遍较低,这些投入无法得到有效的回报,导致公司亏损 不断扩大。 ...