关于北京国际人力资本集团股份有限公司 2024 年度募集资金存放与使用情况 专项报告的鉴证报告 信会师报字[2025]第 ZG11295 号 关于北京国际人力资本集团股份有限公司 2024 年度募集资金存放与使用情况专项报告 的鉴证报告 | | | 目录 | 页次 | | --- | --- | --- | --- | | 一、 | 鉴证报告 | | 1-2 | | 二、 | 专项报告 | | 1-5 | | 三、 | 附表 | | 1 | 关于北京国际人力资本集团股份有限公司 2024年度募集资金存放与使用情况 专项报告的鉴证报告 信会师报字[2025]第ZG11295号 北京国际人力资本集团股份有限公司全体股东： 我们接受委托，对后附的北京国际人力资本集团股份有限公司 （以下简称"北京人力"） 2024年度募集资金存放与使用情况专项报 告（以下简称"募集资金专项报告"）执行了合理保证的鉴证业务。 四、鉴证结论 我们认为，北京人力2024年度募集资金存放与使用情况专项报告 在所有重大方面按照中国证券监督管理委员会《上市公司监管指引第 2号——上市公司募集资金管理和使用的监管要求（2022年修订）》 （证监会 ...

一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 1.3980 | 1.0785 | 29.62 | 1.0571 | | 每股净资产（元） | 11.54 | 10.62 | 8.66 | 6.26 | | 每股公积金(元) | 2.8 | 2.8 | 0 | 2.5 | | 每股未分配利润(元) | 6.60 | 5.71 | 15.59 | 0.78 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 430.32 | 383.12 | 12.32 | 323.39 | | 净利润(亿元) | 7.91 | 5.48 | 44.34 | 4.14 | | 净资产收益率(%) | 12.61 | 9.67 | 30.4 | -10.29 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 21035.84万股，累计占流通股比： 57.39%，较 ...

智通财经4月25日电，北京人力(600861.SH)公告称，2025年第一季度营业收入为108.37亿元，同比增长 2.72%；归属于上市公司股东的净利润为5.91亿元，同比增长180.41%。净利润变动主要系本报告期转让 子公司股权以及控股子公司收到产业扶持资金。 北京人力：一季度净利润同比增长180.41% ...

证券代码：600861 证券简称：北京人力 公告编号：临 2025-008 号 北京国际人力资本集团股份有限公司关于召开 2024 年年度暨 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。 （网址：http://roadshow.sseinfo.com/） （三） 会议召开方式：上证路演中心视频直播和网络互动 三、 参加人员 董事、总经理：郝杰先生 重要内容提示： 投资者可于 2025 年 4 月 24 日(星期四)至 4 月 30 日(星期三)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 fesco.ir@fesco.com.cn 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。 北京国际人力资本集团股份有限公司（以下简称"公司"）将于 2025 年 4 月 26 日发布公司《2024 年年度报告》及《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、2025 ...

《2025年北京市人力资源市场薪酬数据报告》由北京市人力资源和社会保障局发布，通过对多行业、多岗位薪酬数据的分析，展示了北京市人力资源市场薪 酬水平，为企业薪酬管理提供参考。 1. 市场洞察：一季度北京市经济平稳运行，带动各重点产业月平均薪酬中位值同、环比增长。集成电路、金融、数字经济产业薪酬中位值居前三，生活服务 产业相对较低。各产业不同岗位类型薪酬有差异，如数字经济产业高层管理薪酬高，普通职员较低；软件和信息服务产业高层管理与一线操作/服务人员薪 酬差距明显。"自贸区"内，金融服务、数字经济与数字贸易、科技创新产业薪酬中位值领先，文旅服务产业较低。 2. 市场指引："高、新"热招岗位集中于新兴产业，AI大模型架构师、深度学习研究员等薪酬中位值超40000元/月。各重点产业常规热招岗位中，技术类岗位 需求占比46.2%。如数字经济产业产品经理薪酬较高，供应商管理专员较低；软件和信息服务产业算法工程师等岗位薪酬超20000元/月，信息安全工程师相 对较低 。 3. 人才扫描：技能人才薪酬中位值同环比正增长，高级技师、技师、高级工、中级工月平均薪酬中位值均超万元/月，不同产业各等级技能人才薪酬有别， 集成电路产 ...

Summary of Conference Call Records Industry Overview - The records primarily discuss the recruitment industry, focusing on companies such as BOSS Zhipin and the performance of A-share companies like Beijing Renli and Keri International [1][2][3]. Key Points and Arguments 1. **Overall Industry Performance**: The recruitment sector has experienced negative growth, particularly in small and micro enterprises, with BOSS Zhipin's transaction volume showing a decline since Q3 and Q4 of 2024, continuing into 2025 [1]. 2. **Demand Drivers**: The performance of companies like Beijing Renli and Keri International is largely disconnected from overall recruitment demand, being more influenced by leading clients and the stage of industry development [2]. 3. **Keri International's Performance**: Keri International is recommended due to its improving performance, driven by AI-related demand and operational efficiency improvements, which have not yet been fully reflected in its stock price [3][4]. 4. **Revenue Growth Factors**: The company’s revenue is expected to grow from approximately 200 million in 2024 to 250 million in 2025, with potential for further increases if overseas markets stabilize [5]. 5. **AI Impact on Recruitment**: The AI industry is creating a new cycle of demand for labor, which is anticipated to drive growth in the recruitment sector [5][6]. 6. **Client Dependency**: The revenue growth of recruitment firms is heavily reliant on core client orders, particularly from major clients like Huawei, whose revenue contribution has increased significantly from 6.73% in 2018 to around 35% in 2023 [6]. 7. **Recruitment Efficiency**: AI is enhancing recruitment efficiency through automated resume screening, intelligent candidate recommendations, and personalized training paths for employees [10][11]. 8. **Market Dynamics**: The recruitment industry is characterized by a cycle where initial demand for new roles is high, but as the market matures, the focus shifts to efficiency and scale management [8][9]. 9. **Future Growth Potential**: The potential for significant revenue growth exists, particularly as AI applications in recruitment become more mainstream and effective [12][13]. 10. **Valuation and Market Position**: Keri International's valuation is considered attractive due to its low price-to-earnings ratio and stable growth prospects, making it a compelling investment opportunity [14]. Other Important Insights - The recruitment industry is currently in a transitional phase, with AI technologies expected to play a crucial role in shaping future demand and operational efficiencies [9][10]. - The importance of understanding client needs and adapting to industry changes is emphasized, particularly for companies like Beijing Renli, which leverage traditional business strengths to maintain client relationships [8][9]. - The call concludes with an invitation for further discussions on the recruitment industry, indicating ongoing interest and potential for collaboration among investors [14].

Core Insights - The report emphasizes the importance of domestic demand and high-performing leading companies, as well as sectors benefiting from increased tariffs [3][7] - The consumer services sector has outperformed benchmarks since March, with low-valued high-performing stocks showing resilience amid tariff negotiations [3][10] Sector Analysis 1. Consumer Internet Platforms - The performance of leading companies in the consumer internet space is expected to be stable, with significant growth in domestic travel during the Qingming holiday [4] - Companies like Tongcheng Travel and Ctrip are projected to benefit from increased user engagement and market penetration [4][19] 2. Natural Scenic Area Leaders - Companies in this sector are noted for their defensive attributes, with expected profit growth driven by increased visitor numbers during holidays [4] - Jiuhua Tourism is anticipated to see a net profit increase of approximately 32% in Q1, supported by improved visitor flow [4][8] 3. Chain Consumption Leaders - The hotel industry is showing signs of stabilization, with RevPAR (Revenue per Available Room) expected to improve due to rising travel demand [5][25] - Major hotel chains are focusing on expanding their market share through aggressive opening strategies, with significant growth targets set for 2025 [28][33] 4. Duty-Free Sector - The duty-free market is positioned to benefit from tariff increases, with a focus on the recovery of consumer spending and the influx of foreign tourists [6][7] - The report highlights the potential for growth in the duty-free segment as policies evolve to stimulate economic recovery [6][19] Investment Recommendations - The report suggests a focus on companies such as Tongcheng Travel, Meituan-W, Ctrip Group-S, and Huazhu Group-S, which are expected to perform well in the current economic environment [7][8] - The emphasis is on sectors with strong domestic demand and those that are likely to benefit from tariff adjustments, indicating a favorable investment outlook [7][8]

●获得与收益相关的产业政策资金35,800万元。 ●对当期损益的影响：本次收到的产业政策资金均与收益相关。具体会计 处理及影响金额以会计师事务所审计确认后的结果为准。 证券代码：600861 证券简称：北京人力 编号：临2025-007号 北京国际人力资本集团股份有限公司 关于获得产业政策资金的公告 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： 一、基本情况 （一）概况 北京国际人力资本集团股份有限公司（下称"公司"）控股子公司于2025 年3月27日收到与收益相关的产业政策资金35,800万元，占公司2023年度经审计 净利润的比例为65.33%。 及影响金额以会计师事务所审计确认后的结果为准，敬请广大投资者注意投资 风险。 特此公告。 北京国际人力资本集团股份有限公司 | 序号 | 获得时间 | 类型 | 金额 | 占公司最近一期经 | | --- | --- | --- | --- | --- | | | | | | 审计净利润的比例 | | | | | | （%） | | 1 | 2025年3月27日 ...

Group 1: Agriculture and Livestock Industry - The probability of capacity reduction in the pig farming industry is high, with recovery difficulties greater than in previous cycles, indicating that the pig cycle is likely to return to normal gradually [2] - The overall output of large-scale pig enterprises is expected to increase year-on-year in 2025, while the industry may re-enter a loss state due to strong supply and weak demand for pig prices [2] - The pig farming sector is currently undervalued, with significant upside potential in stock valuations as many stocks are at historical low valuation ranges [2] Group 2: Light Textile Industry - The company, Shifeng Culture, is expected to turn a profit in 2024, with its toy business accounting for over 90% of revenue from 2018 to 2023 [3] - The integration of AI and IP in product development is leading the industry trend, with successful launches of AI toys that meet various functional needs [3] - The company plans to expand its market presence through diversified strategies and aims to enter overseas markets, projecting significant growth in net profit from 0.1 billion to 1.0 billion from 2024 to 2026 [3] Group 3: Healthcare Industry - The company, Weijian Medical, is actively responding to a crisis by enhancing its internal controls and implementing a traceability project for its sanitary products [5] - The brand, Nais Princess, has gained market recognition and improved rankings on e-commerce platforms due to its product quality and clean production environment [5] - The company aims to enhance product quality and innovation in its core product lines, focusing on consumer trust and product storytelling [5][27] Group 4: Human Resources Industry - Beijing Renli is embracing AI technology to drive digital transformation in the human resources sector, establishing a joint venture to focus on AI applications [9][30] - The company is developing a dual technology path to enhance operational efficiency and risk management through AI integration [30] - Profit forecasts for 2024-2026 have been adjusted downward, with expected net profits of 8.3 billion, 9.5 billion, and 10.4 billion respectively [9][32] Group 5: Energy Industry - Kunlun Energy reported a revenue of 1870.46 billion RMB in 2024, reflecting a year-on-year increase of 5.5% [33] - The company achieved a natural gas sales volume of 541.70 billion cubic meters, up 9.9% year-on-year, outperforming industry growth [33] - The LNG plant's operational efficiency has improved, with 13 plants achieving profitability, indicating a positive trend in the energy sector [35]

公司报告 | 公司点评 北京人力（600861） 证券研究报告 公司构建双重技术路径：开源层面融合 DeepSeek 等先进模型，拓展技术 边界。 AI 深度赋能人服，提质增效进入产业新周期 AI 赋能人力资源，北京人力加速智能化转型 北京人力积极拥抱 AI 技术，推动人力资源行业数字化升级。2024 年 11 月， 公司携手昆仑万维成立数智万维，专注 AI 在人力资源业务的应用。数智万 维有望成为推动人力资源行业智能化转型的重要力量。 公司 AI 招聘产品涵盖 To B 和 To C 两大业务方向，为不同类型客户提供智 能招聘解决方案。其中，To B 业务已实现人才寻源、简历筛选、智能面试 邀约、AI 面试等功能，推动招聘流程智能化。 北京人力基于价值关注、运营体系、人才储备、产品服务四大维度，深化 AI 技术在招聘、人事管理、政策咨询、风险控制等核心业务的落地，形成 强大的技术底座和智能化运营体系，优化客户体验。 助力多家国企构建人力资源数字平台和共享服务中心，提供薪酬核算、个 税申报等集约化服务，并依托"平台+运营+大模型"模式，推出覆盖全业 务场景的"数字员工"解决方案，提升企业运营效率。 深化 AI ...