Hunan (600476)

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湘邮科技: 湖南湘邮科技股份有限公司关于对《上海证券交易所对公司2024年年度报告的信息披露监管问询函》的回复公告
Zheng Quan Zhi Xing· 2025-07-09 16:23
Core Viewpoint - The company, Hunan Xiangyou Technology Co., Ltd., has responded to the Shanghai Stock Exchange's inquiry regarding its 2024 annual report, detailing its revenue and gross margin trends across various business segments, particularly in the postal industry and other sectors. Revenue and Gross Margin Analysis - From 2022 to 2024, the company's revenue from the postal industry was 572 million, 417 million, and 481 million CNY, with corresponding gross margins of 10.72%, 44.17%, and 41.39% respectively, indicating a significant revenue increase but a decline in gross margin [1][2]. - The gross margins for system integration, software development, and operation maintenance in 2024 were 16.78%, 40.19%, and 11.51%, with year-on-year changes of -12.92, +17.64, and -6.14 percentage points respectively [1][3]. Client and Supplier Information - The company is required to disclose detailed information about its top ten clients and suppliers for 2023 to 2024, including their names, relationships, establishment dates, registered capital, personnel scale, transaction types, amounts, and payment statuses [2][3]. - The company has been actively exploring and expanding its business in sectors such as smart logistics, research institutions, rail transit, and finance, focusing on software development, product sales, system integration, data center construction, and data analysis services [3]. Industry Trends and Comparisons - The postal industry has seen an increase in equipment procurement by approximately 22.37 million CNY, a growth of 17.97%, while the platform operation services, particularly in aggregated payment, have risen by about 33.15 million CNY, reflecting an 11.86% increase [2][25]. - The company has achieved breakthroughs in expanding its business into external industries, particularly in software development and system integration, leading to higher gross margins in these sectors compared to the postal industry [25]. Accounting Practices - The company employs different accounting methods for revenue recognition, using the net method for external industry revenues, which significantly impacts the gross margin levels compared to the postal sector [25]. - The gross margin for the postal industry was 11.04% and 10.60% in the last two years, while for non-postal industries, it was 41.39% and 12.27%, indicating a substantial difference in profitability [25].
湘邮科技: 中审众环会计师事务所(特殊普通合伙)出具的《关于湖南湘邮科技股份有限公司2024年年报问询函的回复》
Zheng Quan Zhi Xing· 2025-07-09 16:23
Core Viewpoint - The company, Hunan Xiangyou Technology Co., Ltd., is under scrutiny from the Shanghai Stock Exchange regarding its 2024 annual report, particularly focusing on its revenue and profit margins across different business segments, including postal and other industries [1]. Financial Performance - From 2022 to 2024, the company's revenue from the postal industry was 572 million, 417 million, and 481 million yuan, with corresponding gross margins of 10.72%, 11.04%, and 11.11% [1]. - Revenue from other industries was 11 million, 166 million, and 48 million yuan, with a significant decline in gross margin but still remaining high [1]. Customer and Supplier Relationships - The company is required to disclose detailed information about its top ten customers and suppliers in the other industries for 2023 to 2024, including names, relationships, establishment dates, registered capital, personnel scale, transaction types, amounts, and balances [1]. - The company has established partnerships in various sectors such as smart logistics, research institutions, rail transit, and finance, focusing on software development, product sales, system integration, data center construction, and data analysis services [2]. Revenue Changes and Analysis - The company must explain the reasons for changes in postal industry revenue, considering cost structures, order changes, and customer dynamics, as well as the reasons for the decline in gross margin in other industries despite being higher than that of the postal industry [1][21]. - The increase in postal group equipment procurement volume rose by approximately 22.37 million yuan, a growth of 17.97%, and the volume of aggregated payment services in platform operations increased by about 33.15 million yuan [21]. Project Collaborations - The company is involved in the "Zhihui Kangkang Multi-Functional Terminal" project in collaboration with Tianjin Membrane Technology Co., Ltd., which serves as the general contractor, while the company acts as an intermediary service provider [8][9]. - The project includes various functionalities such as operational information release, advertising, air quality management, public health, and edge computing [8]. Accounting Practices - The company adopts the net method for revenue recognition in the Zhihui Kangkang Multi-Functional Terminal project, which aligns with the commercial substance and accounting standards [9][20]. - The revenue from the project is recognized based on the completion of installation and acceptance, with a total confirmed revenue of 51.60 million yuan as of December 2024 [9]. Future Outlook - The company is actively planning to implement the Shanghai Metro Line 8 People's Square Station environmental control system project, which involves software and hardware integration [14][16]. - The project is expected to follow a phased payment structure, with a total project cycle of 10 months [14].
湘邮科技(600476) - 湖南湘邮科技股份有限公司关于对《上海证券交易所对公司2024年年度报告的信息披露监管问询函》的回复公告
2025-07-09 14:15
湖南湘邮科技股份有限公司 关于对《上海证券交易所对公司 2024 年年度报告的 信息披露监管问询函》的回复公告 本公司董事会及全体董事保证公告内容的真实、准确和完整,对公告的虚假 记载、误导性陈述或者重大遗漏负连带责任。 湖南湘邮科技股份有限公司(以下简称"公司")于近期收到 上海证券交易所(以下简称"上交所")《关于湖南湘邮科技股份 有限公司 2024 年年度报告的信息披露监管问询函》(上证公函 [2025]0693 号)(以下简称"《问询函》")。公司会同中介机构 就《问询函》中的相关问题进行了逐项落实,现具体回复如下: 问题一: 年报及前期公告显示,2022 年至 2024 年,公司主营业务分行业构成中, 邮政行业收入分别为 5.72 亿元、4.17 亿元、4.81 亿元,毛利率分别为 10.72%、 11.04%、11.11%;其他行业收入分别为 0.11 亿元、1.66 亿元、1.55 亿元,毛 利率分别为 44.17%、41.39%、32.64%,近两年营业收入增幅较大,毛利率下降 但仍然较高。分产品看,2024 年系统集成及其他、软件开发、运维业务毛利率 分别为 16.78%、40.19%、11 ...
湘邮科技(600476) - 中审众环会计师事务所(特殊普通合伙)出具的《关于湖南湘邮科技股份有限公司2024年年报问询函的回复》
2025-07-09 14:02
关于湖南湘邮科技股份有限公司 2024 年年度报告信息披露监管问询函的回复 众环专字(2025)1100331 号 上海证券交易所上市公司管理一部: 中审众环会计师事务所(特殊普通合伙)(以下简称"本所"或"我们) 作为湖南湘邮科技股份有限公司(以下简称"湘邮科技"或"公司")2024 年 度财务报表的审计机构于 2025 年 4 月 25 日出具了众环审字(2025)1100003 号 审计报告。 公司于近日收到上海证券交易所(以下简称"上交所")下发的《关于湖 南湘邮科技股份有限公司 2024 年年度报告的信息披露监管问询函》(上证公函 【2025】0693 号)(以下简称:《年报问询函》),我们以对湘邮科技相关财 务报表执行的审计工作为依据对问询函中需要本所回复的相关问题履行了核查 程序,现将核查情况说明如下: 问题一:年报及前期公告显示,2022 年至 2024 年,公司主营业务分行业 构成中,邮政行业收入分别为 5.72 亿元、4.17 亿元、4.81 亿元,毛利率分别 为 10.72%、11.04%、11.11%;其他行业收入分别为 0.11 亿元、1.66 亿元、 1.55 亿元,毛利率分别为 ...
湖南湘邮科技股份有限公司 关于召开2024年度暨2025年第一季度业绩说明会的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-06-12 23:10
Core Viewpoint - The company plans to hold an investor presentation on June 23, 2025, to discuss its 2024 annual report and Q1 2025 results, allowing for interactive communication with investors [2][4]. Group 1: Meeting Details - The investor presentation is scheduled for June 23, 2025, from 13:00 to 14:00 [2][3]. - The meeting will take place at the Shanghai Stock Exchange Roadshow Center, accessible online [2][3]. - Investors can submit questions from June 16 to June 20, 2025, before 16:00 [3]. Group 2: Participants - Key participants in the presentation will include Chairman Dong Zhihong, President Zhang Hua, Independent Director Wang Dingjian, Vice President and Secretary Meng Jingjing, and CFO Liu Mingyang [2]. Group 3: Contact Information - For inquiries, investors can contact the company's board office via phone at 0731-8899 8817 or 8899 8856, or email at copte@copote.com [4].
湘邮科技(600476) - 湖南湘邮科技股份有限公司关于召开2024年度暨2025年第一季度业绩说明会的公告
2025-06-12 09:30
湖南湘邮科技股份有限公司(以下简称"公司")已于 2025 年 4 月 29 日发布公司 2024 年年度报告和公司 2025 年第一季度报告,为 便于广大投资者更全面深入地了解公司2024年度以及2025年第一季 度经营成果、财务状况,公司计划于 2025 年 06 月 23 日 (星期一) 13:00-14:00 举行 2024 年度暨 2025 年第一季度业绩说明会,就投资 者关心的问题进行交流。 证券代码:600476 证券简称:湘邮科技 公告编号:2025-019 湖南湘邮科技股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会的 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 投资者可于 2025 年 06 月 16 日 (星期一) 至 06 月 20 日 (星 期五)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 copote@copote.com 进行提问。公司将在说明会上 对投资者普遍关注的问题进行回答。 1 会议召开时间:2025 年 ...
湘邮科技换手率32.10%,上榜营业部合计净卖出2497.10万元
Zheng Quan Shi Bao Wang· 2025-05-30 09:48
Group 1 - The stock of Xiangyou Technology (600476) fell by 2.94% with a turnover rate of 32.10% and a trading volume of 1.105 billion yuan, showing a fluctuation of 14.13% [1][2] - The stock was listed on the exchange due to its high turnover rate, with a net selling amount of 24.971 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 138 million yuan, with a buying amount of 56.3828 million yuan and a selling amount of 81.3538 million yuan, resulting in a net selling of 24.971 million yuan [2] Group 2 - The main buying brokerage was Dongfang Caifu Securities, which bought 12.9973 million yuan, while the largest selling brokerage was China Galaxy Securities, which sold 21.9263 million yuan [2] - The stock experienced a net outflow of 144 million yuan in main funds, with a significant outflow of 81.4503 million yuan from large orders and 62.1445 million yuan from big orders, while the net inflow over the past five days was 34.7551 million yuan [2] - The company reported a revenue of 101 million yuan in Q1, representing a year-on-year growth of 25.20%, and a net profit of 5.5533 million yuan, up 171.49% year-on-year [2]
106只A股筹码大换手(5月27日)
Zheng Quan Shi Bao Wang· 2025-05-27 10:31
| 002136 | 安纳达 | 13.98 | 30.90 | 1.53 | | --- | --- | --- | --- | --- | | 600476 | 湘邮科技 | 19.15 | 30.90 | 4.87 | | 002471 | 中超控股 | 5.70 | 29.96 | 10.04 | | 301258 | 富士莱 | 34.70 | 29.81 | 1.94 | | 871396 | 常辅股份 | 49.80 | 29.59 | -6.92 | | 001279 | 强邦新材 | 46.00 | 29.36 | 3.77 | | 301595 | 太力科技 | 41.27 | 29.31 | 0.46 | | 839719 | 宁新新材 | 16.33 | 29.17 | 6.11 | | 002835 | 同为股份 | 19.33 | 28.91 | 2.87 | | 300703 | 创源股份 | 20.00 | 28.51 | 14.42 | | 002194 | 武汉凡谷 | 14.95 | 28.27 | 1.49 | | 002165 | 红宝丽 | 11.49 | 28.1 ...
聚焦科创板!计算机主题指数上新,近一年多只主题ETF涨超23%
Bei Jing Shang Bao· 2025-05-26 12:52
计算机主题系列指数即将上新。据中证指数官网,上交所和中证指数将于5月27日正式发布上证科创板计算机主题指数。 行情表现看,受部分市场消息刺激,5月26日,计算机板块走强,中科信息、浪潮软件、湘邮科技等个股纷纷涨停。拉长 时间看,近一年市场多只聚焦计算机主题的指数涨幅明显,多只计算机主题ETF更大涨超23%。有业内人士表示,随着新 指数发布,预计市场会出现更多跟踪相关指数的ETF,而相关科创板计算机主题ETF有望吸引大量资金,为市场发展注入 新活力。而后续AI应用的发展也有望拉动软件、计算机硬件需求。 计算机主题指数迎新 5月27日,上交所和中证指数将正式发布上证科创板计算机主题指数。据了解,该指数选取科创板内业务涉及软件开发、 信息技术服务、电脑硬件等计算机领域的上市公司证券作为指数样本,以反映科创板计算机领域上市公司证券的整体表 现。官网显示,新指数样本股中包括安恒信息、国盾量子、山石网科、星环科技等50只个股。 从上述新指数聚焦的计算机板块最新行情表现看,5月26日,在两大算力龙头,即科创板公司海光信息、主板公司中科曙 光拟合并的消息刺激下,计算机板块走强。Wind数据显示,截至收盘,中证全指计算机指数涨 ...
湘邮科技: 湖南湘邮科技股份有限公司第八届董事会第二十五次会议决议公告
Zheng Quan Zhi Xing· 2025-05-22 12:08
Core Points - The company held its 25th meeting of the 8th Board of Directors on May 22, 2025, to address urgent matters and elect new committee members [2][1] - The meeting was attended by 9 directors, with all present voting in favor of the resolutions [2] - The company elected Mr. Cai Jiangdong to fill the vacancy left by the resignation of Mr. Ma Zhanhong, ensuring the continuity of the board's specialized committees [2] Summary by Sections - **Board Meeting Details** - The meeting took place at the company's Beijing branch and was conducted both in-person and via communication methods [2] - The meeting was chaired by Mr. Dong Zhihong, and all 9 directors were present [2] - **Election of Committee Members** - Mr. Cai Jiangdong was elected to the board and appointed to various specialized committees, including: - Strategic Committee: Chaired by Mr. Dong Zhihong with members including Mr. Feng Hongqi, Mr. Hu Ergang, Mr. Cai Jiangdong, and Mr. Wang Dingjian [2] - Nomination Committee: Chaired by Mr. Wang Dingjian with members including Mr. Zhang Hongliang, Mr. Wei Xianhua, Mr. Dong Zhihong, and Mr. Zhang Hua [2] - Audit Committee: Chaired by Mr. Zhang Hongliang with members including Mr. Wang Dingjian and Mr. Xu Yibiao [2] - Compensation and Assessment Committee: Chaired by Mr. Wei Xianhua with members including Mr. Zhang Hongliang and Mr. Cai Jiangdong [2] - **Voting Results** - The resolutions regarding the election of committee members were passed unanimously with 9 votes in favor, and no votes against or abstentions [2]