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国泰海通(02611) - 建议截至二零二四年十二月三十一日止之末期股息
2025-05-20 09:40
EF001 | 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 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。 | | | --- | --- | | 股票發行人現金股息公告 | | | 發行人名稱 | 國泰海通證券股份有限公司 | | 股份代號 | 02611 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 建議截至二零二四年十二月三十一日止之末期股息 | | | 公告日期 | 2025年5月20日 | | 公告狀態 | 撤回股息公告 | | 由於變更支付股息予股東貨幣選擇權。有關詳情, 股東可參閱 2025 年 5 月 8 日發佈的 | | | 更新/撤回理由 | EF002 。 | | 已撤回之股息信息 | | | 股息類型 | 末期 | | 股息性質 | 普通股息 | | 財政年末 | 2024年12月31日 | | 宣派股息的報告期末 | 2024年12月31日 | | 宣派股息 | 每 10 股 2.8 RMB | | 股東批准日期 | ...
国泰海通:钢铁行业总库存重回降势 龙头竞争优势与盈利能力凸显
Zhi Tong Cai Jing· 2025-05-20 08:25
Group 1 - The steel industry maintains an "overweight" rating, with a long-term trend towards increased industry concentration and high-quality development, benefiting companies with product structure and cost advantages [1] - Steel demand has increased on a month-on-month basis, with total inventory decreasing, indicating a recovery from previous accumulation [2] - The average gross profit per ton for rebar and hot-rolled coil has risen, reflecting improved profitability in the industry [3] Group 2 - Domestic steel demand is expected to stabilize gradually, with a reduction in the negative impact from the real estate sector and continued support from infrastructure [4] - Supply-side weaknesses are highlighted, with some steel companies experiencing cash flow losses, leading to potential production cuts in 2024 and 2025 [4] - The National Development and Reform Commission has proposed ongoing control of crude steel production, indicating a push for industry consolidation and improved profitability [4]
国泰海通:美护引领新消费,看好产品创新下的长期成长性
Ge Long Hui· 2025-05-20 06:36
Core Viewpoint - The beauty and personal care sector is a representative segment of domestic demand growth, with significant structural opportunities. Companies that demonstrate product innovation and benefit from industry trends are recommended for investment [1]. Group 1: Supply and Demand Dynamics - The demand side shows that after a long period of high economic growth in China, basic material needs have largely been met, leading to an increased demand for personalized and emotional attributes [1]. - On the supply side, some early brands and products are becoming outdated, while Chinese companies are enhancing their capabilities in applying new technologies and cultural aesthetics, resulting in accelerated product innovation in beauty and personal care categories [1][2]. - New media channels such as social media and content e-commerce are facilitating the rapid dissemination of new products, allowing them to quickly reach target audiences and drive growth [1]. Group 2: Market Trends and Brand Performance - The beauty and personal care sector is characterized by strong self-care attributes and high sensitivity to changes in consumer demand, making it a leading segment in new consumption [2]. - Domestic brands are becoming more flexible and efficient in product innovation and channel development compared to foreign brands, leading to a continuous increase in market share [2]. - According to Euromonitor data, from 2021 to 2024, the market shares of various categories such as skincare, color cosmetics, baby care, oral care, and sanitary products are projected to increase by 6.1 percentage points, 4.9 percentage points, 21.6 percentage points, 5.7 percentage points, and 2.2 percentage points, respectively [2]. Group 3: New Consumption Directions - New consumption can be categorized into product renewal and product innovation, with beauty gradually extending into personal care categories [3]. - Product renewal focuses on new efficacy and emotional value demands, primarily occurring in traditional categories like laundry detergent, toothpaste, shampoo, and sanitary products [3]. - Product innovation is driven by technological advancements, particularly in beauty and medical aesthetics, emphasizing ingredient technology [3].
金十图示:2025年05月20日(周二)富时中国A50指数成分股午盘收盘行情一览:物流、化学制药、家电等多个股涨幅居前,煤炭板块跌幅居前,银行板块个股涨跌互现
news flash· 2025-05-20 03:37
Market Overview - The FTSE China A50 index components showed mixed performance with logistics, chemical pharmaceuticals, and home appliances leading in gains, while the coal sector faced declines [1] Sector Performance Insurance - China Pacific Insurance, China Ping An, and China Life Insurance reported market capitalizations of 980.99 billion, 361.31 billion, and 326.32 billion respectively, with trading volumes of 6.54 million, 10.71 million, and 5.58 million [3] Alcohol Industry - Kweichow Moutai, Shanxi Fenjiu, and Wuliangye had market capitalizations of 1993.60 billion, 242.98 billion, and 501.66 billion respectively, with trading volumes of 18.64 million, 10.49 million, and 5.22 million [3] Semiconductor - Northern Huachuang, Cambricon Technologies, and Haiguang Information had market capitalizations of 231.43 billion, 284.52 billion, and 325.85 billion respectively, with trading volumes of 7.93 million, 15.80 million, and 6.32 million [3] Automotive - BYD, Great Wall Motors, and Beijing-Shanghai High-speed Railway reported market capitalizations of 1192.71 billion, 199.78 billion, and 294.15 billion respectively, with trading volumes of 37.01 million, 1.61 million, and 2.02 million [3] Oil Industry - COSCO Shipping, Sinopec, and China National Petroleum had market capitalizations of 687.67 billion, 1498.94 billion, and 254.36 billion respectively, with trading volumes of 2.16 million, 2.49 million, and 14.71 million [3] Coal Industry - China Shenhua, Shaanxi Coal and Chemical Industry, and CATL reported market capitalizations of 194.68 billion, 1198.11 billion, and 777.26 billion respectively, with trading volumes of 3.11 million, 3.58 million, and 50.90 million [3] Power Industry - Dongfang Electric, Yangtze Power, and China Nuclear Power had market capitalizations of 753.62 billion, 197.66 billion, and 341.13 billion respectively, with trading volumes of 10.66 million, 7.40 million, and 21.45 million [4] Food and Beverage - CITIC Securities, Guotai Junan, and Haitian Flavoring reported market capitalizations of 387.85 billion, 311.87 billion, and 240.72 billion respectively, with trading volumes of 1.95 million, 7.07 million, and 2.48 million [4] Consumer Electronics - Industrial Fulian, Luxshare Precision, and Heng Rui Medicine had market capitalizations of 379.50 billion, 235.47 billion, and 348.74 billion respectively, with trading volumes of 3.94 million, 17.94 million, and 15.65 million [4] Home Appliances - Gree Electric, Haier Smart Home, and Muyuan Foods reported market capitalizations of 261.19 billion, 245.55 billion, and 216.54 billion respectively, with trading volumes of 11.37 million, 5.03 million, and 4.47 million [4] Medical Devices - Mindray Medical, Wanhua Chemical, and SF Holding had market capitalizations of 178.50 billion, 224.01 billion, and 272.74 billion respectively, with trading volumes of 9.22 million, 6.67 million, and 4.36 million [4] Telecommunications - China Construction, China Unicom, and China Telecom had market capitalizations of 235.94 billion, 171.33 billion, and 466.44 billion respectively, with trading volumes of 11.23 million, 2.30 million, and 8.29 million [4] Transportation Equipment - China CRRC and Guodian NARI had market capitalizations of 209.50 billion and 184.02 billion respectively, with trading volumes of 1.15 million and 2.30 million [5]
锦龙股份:终止出售中山证券67.78%股权;徐勇卸任,钟文岳回归招商基金出任总经理 | 券商基金早参
Mei Ri Jing Ji Xin Wen· 2025-05-20 01:33
Group 1 - Jinlong Co. has decided to terminate the sale of 67.78% stake in Zhongshan Securities, citing concerns over potential asset composition post-sale [1] - The company emphasized that no framework agreements or contracts were signed for the restructuring, thus avoiding any breach of responsibility [1] - This decision reflects Jinlong's strategic focus on its core securities business, which may stabilize its key assets and help concentrate on its main operations [1] Group 2 - Xu Yong has resigned as the General Manager of China Merchants Fund, with Zhong Wenyue returning to take over the position [2] - Zhong Wenyue has extensive experience within the company and industry, which is expected to reduce team integration costs and enhance operational efficiency [2] - The leadership change is anticipated to bring new vitality to China Merchants Fund, with market expectations for strategic adjustments and business expansion [2] Group 3 - The issuance of equity funds has accelerated, with 16 new equity products launched this week, reflecting a strong demand for equity assets [3] - The average subscription period for these new equity products is approximately 12.56 days, indicating increased investor confidence in the stock market [3] - This trend is likely to attract more capital into the stock market, positively impacting related industry sectors and overall market sentiment [3] Group 4 - Guotai Haitong repurchased 1.2 million shares for a total amount of 21.19 million yuan, demonstrating confidence in its own value [4] - This share buyback is expected to bolster investor confidence and provide support for the stock price [4] - The securities sector may benefit from this action, potentially leading to a positive shift in market sentiment [4]
国泰海通:白酒板块配置价值凸显 大众品首选新消费、高成长
Zhi Tong Cai Jing· 2025-05-19 22:52
Group 1 - The core viewpoint is that the white liquor sector is showing significant allocation value, with its commodity attributes being rapidly reshaped, enhancing its fast-moving consumer goods (FMCG) characteristics, which will increasingly highlight the competitive advantages of companies that can adapt to FMCG operational logic [1][2] - The new consumption trend is fundamentally a structural dividend driven by channel and category resonance, with retail efficiency improving and younger demographics gradually generating income, leading to a clear new channel and new category-driven consumption [2] - The white liquor industry is currently in a bottoming cycle, with pricing pressure greater than volume pressure, and most companies' short-term performance increasingly reliant on market share gains in core markets [2][3] Group 2 - The white liquor sector shows significant allocation value from a stock price perspective, with potential for dividends as leading companies have dividend yields close to or greater than 3% [3] - Dynamic valuations have returned to historically low levels, with potential catalysts such as stabilization in housing prices and domestic demand policies [3] - The selection of stocks should prioritize companies with market share logic, as the industry is expected to continue evolving [3]
破发股翱捷科技跌3.69% 上市超募42亿元国泰海通保荐
Zhong Guo Jing Ji Wang· 2025-05-19 10:16
Group 1 - The core viewpoint of the news is that Aojie Technology (688220.SH) is currently experiencing a decline in stock price, with a drop of 3.69% and is in a state of breaking its initial public offering price [1] - Aojie Technology was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 14, 2022, with an initial stock price of 164.54 yuan per share and a total of 41.83 million shares issued [1] - The company raised a total of 6.883 billion yuan through its initial public offering, with a net amount of 6.546 billion yuan after deducting issuance costs, which was 4.166 billion yuan more than the planned amount [1] Group 2 - In the 2024 annual report, Aojie Technology reported a revenue of 3.386 billion yuan, representing a year-on-year growth of 30.23%, but incurred a net loss of 693 million yuan, compared to a loss of 506 million yuan in the previous year [2] - The company’s cash flow from operating activities was negative 404 million yuan, an improvement from negative 678 million yuan in the previous year [2] - In 2022, Aojie Technology achieved a revenue of 2.140 billion yuan, with a net loss of 252 million yuan and a cash flow from operating activities of negative 354 million yuan [2]
国泰海通(02611) - 翌日披露报表
2025-05-19 09:40
呈交日期: 2025年5月19日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 說明 | A股於上海證券交易所上市(證券代號: 601211) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份(不包括庫存股份)數 目 | 佔有關事件前的現有已發 行股份(不包括庫存股 份)數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下列日期開始時的結存(註1) ...
普利退跌8.89% 2017上市国泰海通保荐3募资共17.5亿
Zhong Guo Jing Ji Wang· 2025-05-19 08:42
普利制药于2017年3月28在深圳证券交易所创业板上市。公开发行股票3,052.9405万股,发行价格11.49 元/股。上市保荐机构为海通证券股份有限公司(现更名为"国泰海通"),保荐代表人及联系人为赵鑫、汪 晓东。 中国经济网北京5月19日讯普利制药(股票简称"普利退(300630)",300630.SZ)今日收报0.82元,跌幅 8.89%。 普利制药本次发行新股募集资金总额为35,078.29万元,扣除发行费用3,643.00万元后,募集资金净额为 31,435.29万元。发行费用共计3,643万元,承销和保荐费用为2,500万元。 根据中国证券监督管理委员会《关于同意海南普利制药股份有限公司向不特定对象发行可转换公司债券 注册的批复》(证监许可〔2021〕106号),本公司由主承销商海通证券股份有限公司向不特定对象发行 可转换公司债券850万张,每张面值为人民币100元。本次发行的募集资金总额为85,000.00万元,扣除承 销及保荐费1,000.00万元(不含税)后实际收到的金额为84,000.00万元,已由主承销商海通证券股份有限 公司于2021年2月22日汇入公司募集资金监管账户。另减除律师费 ...
金十图示:2025年05月19日(周一)富时中国A50指数成分股午盘收盘行情一览:银行、保险板块涨跌不一,白酒、汽车整车等跌幅居前,半导体板块涨幅居前
news flash· 2025-05-19 03:39
金十图示:2025年05月19日(周一)富时中国A50指数成分股午盘收盘行情一览:银行、保险板块涨跌不一,白酒、汽车整车等 跌幅居前,半导体板块涨幅居前 -0.01(-0.19%) -0.01(-0.13%) +0.03(+0.76%) 保险 中国太保 中国平安 中国人保 01 3639.63亿市值 3213.19亿市值 9716.98亿市值 4.60亿成交额 11.02亿成交额 6.91亿成交额 53.36 8.23 33.40 -0.03(-0.06%) -0.03(-0.09%) +0.02(+0.24%) 酸酒行业 贵州茅台 山西汾酒 五粮液 19797.05亿市值 2451.03亿市值 5011.54亿市值 38.40亿成交额 6.14亿成交额 20.76亿成交额 1575.95 129.11 200.91 -38.18(-2.37%) -4.09(-2.00%) -1.97(-1.50%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2321.53亿市值 2789.36亿市值 3247.10亿市值 12.09亿成交额 15.83亿成交额 7.58亿成交额 139.70 434.60 668 ...