Workflow
RAISECOM(603803)
icon
Search documents
算力概念股盘初拉升,立昂技术涨超10%
news flash· 2025-05-14 01:36
算力概念股盘初拉升,立昂技术(300603)涨超10%,瑞斯康达(603803)涨停,芯原股份、有方科 技、德科立跟涨。 ...
深耕主业 多点开花 上市企业加码研发投入
Core Insights - The 2024 annual reports of A-share listed companies reveal a significant increase in R&D investments, with many companies focusing on core business and innovation to enhance product competitiveness [1][2] - Leading companies in the new energy vehicle sector, such as BYD and CATL, have set new records for R&D spending, indicating a strong commitment to technological advancement [2][3] - The trend of embracing AI is evident as companies expand their investments in AI technologies to seize market opportunities [1][5] R&D Investment Trends - A total of 4,233 listed companies reported a combined R&D investment of 1,585.9 billion yuan in 2024, with 22 companies exceeding 10 billion yuan and 9 companies surpassing 20 billion yuan in R&D spending [1][2] - BYD leads the A-share market with an R&D investment of 54.16 billion yuan, followed by major players like China Construction, China Mobile, and China Petroleum [2] - Companies such as CATL, China CRRC, Midea Group, and Hikvision also reported record-high R&D investments, each exceeding 10 billion yuan [2][3] Diversification Strategies - Several companies are diversifying their investments while focusing on their core businesses, with a notable shift in strategic positioning to adapt to market changes [3][4] - 瑞斯康达 is enhancing its capabilities by transitioning from a "access network" supplier to a "core network" supplier, aiming to integrate software and hardware for smarter services [3] AI Investment Focus - Companies are increasingly investing in AI, with iFLYTEK reporting an R&D expenditure of 4.58 billion yuan in 2024, marking a 19.37% increase [5][6] - iFLYTEK is focusing on large model R&D and applications, while Hikvision is integrating AI technologies to enhance its digital product offerings [5][6] - Traditional manufacturing firms are also adopting AI, with 伯特利 establishing an AI R&D team to explore intelligent control systems [6]
瑞斯康达(603803.SH)2025年一季报净利润为-1936.71万元,同比由盈转亏
Xin Lang Cai Jing· 2025-04-27 08:23
Core Viewpoint - 瑞斯康达's Q1 2025 financial results show significant declines in revenue, net profit, and cash flow compared to the same period last year, indicating potential challenges in the company's operational performance [1][3]. Financial Performance - The company's total revenue for Q1 2025 is 250 million yuan, ranking 24th among disclosed peers, a decrease of 134 million yuan or 34.89% year-on-year [1]. - The net profit attributable to shareholders is -19.37 million yuan, ranking 35th among peers, a decline of 39.71 million yuan or 195.18% year-on-year [1]. - The net cash flow from operating activities is -106 million yuan, ranking 42nd among peers, a decrease of 167 million yuan or 272.25% year-on-year [1]. Profitability and Efficiency Metrics - The latest asset-liability ratio is 37.80%, ranking 33rd among peers [3]. - The gross profit margin is 45.03% [3]. - The return on equity (ROE) is -1.21%, ranking 37th among peers, a decrease of 2.36 percentage points year-on-year [3]. - The diluted earnings per share is -0.05 yuan, ranking 36th among peers, a decrease of 0.10 yuan or 200.00% year-on-year [3]. - The total asset turnover ratio is 0.10 times, ranking 29th among peers, a decrease of 0.03 times or 26.39% year-on-year [3]. - The inventory turnover ratio is 0.21 times, ranking 43rd among peers, a decrease of 0.12 times or 36.73% year-on-year [3]. Shareholder Information - The number of shareholders is 44,500, with the top ten shareholders holding 205 million shares, accounting for 47.68% of the total share capital [3]. - The top shareholders include Li Yuejie, Ren Jianhong, Zhu Chuncheng, and Gao Lei, each holding 9.01% of the shares [3].
瑞斯康达科技发展股份有限公司
Group 1 - The company held the sixth board meeting on April 24, 2025, where several resolutions were passed, including amendments to the company's articles of association and management systems [16][17][28] - The amendments to the articles of association include changes to the company's registered capital, the cancellation of the supervisory board, and revisions to the audit committee's responsibilities [16][20] - The company plans to hold the annual shareholders' meeting on May 16, 2025, where the proposed resolutions will be submitted for approval [21][22] Group 2 - The company reported a net loss of RMB 122.49 million for the year 2024, leading to a decision not to distribute cash dividends or capital reserve transfers [22][23] - The profit distribution plan was approved by the board and supervisory board and will be presented to the shareholders for final approval [25][27] - The independent directors supported the profit distribution plan, emphasizing its alignment with the company's long-term development needs [26][27] Group 3 - The company will repurchase and cancel a total of 4.3495 million shares of restricted stock due to unmet performance targets set in the 2022 incentive plan [28]
瑞斯康达2024年报解读:经营活动现金流净额暴跌93.03%,营收下滑14.99%
Xin Lang Cai Jing· 2025-04-26 05:01
Core Viewpoint - 瑞斯康达科技发展股份有限公司's 2024 annual report highlights significant challenges, with key financial indicators showing substantial changes, including a drastic decline in net cash flow from operating activities and a notable drop in revenue [1] Revenue - In 2024, 瑞斯康达 achieved revenue of 1.382 billion yuan, a decrease of 14.99% from 1.626 billion yuan in the previous year, primarily due to reduced sales [2] - Revenue from transmission equipment was 460 million yuan, down 17.54%, while broadband network equipment revenue fell 41.13% to 391 million yuan; however, software product revenue increased by 31.22% to 161 million yuan, and other business revenue rose by 35.62% to 353 million yuan [2] - Domestic revenue was 1.164 billion yuan, a decrease of 18.57%, while overseas revenue grew by 14.29% to 201 million yuan, indicating challenges in market expansion despite some growth in international markets [2] Net Profit - The net profit attributable to shareholders was -122 million yuan, an improvement from -202 million yuan in 2023, indicating a narrowing of losses [3] - The net profit after excluding non-recurring gains and losses was -148 million yuan, compared to -205 million yuan in the previous year, showing some improvement but still indicating a loss [3] Earnings Per Share - Basic earnings per share were -0.28 yuan, and the basic earnings per share after excluding non-recurring gains and losses were -0.34 yuan, both indicating negative returns for shareholders [4] - Although the basic earnings per share improved from -0.47 yuan in 2023, the company remains in a loss position, negatively impacting shareholder returns [4] Expenses - Sales expenses for 2024 were 255 million yuan, down 11.57% from 289 million yuan in the previous year, attributed to cost reduction strategies [5] - Management expenses decreased by 24.77% to 110 million yuan, primarily due to the reversal of ineffective stock incentives and cost control measures [5] - Financial expenses were 598,400 yuan, a significant reduction of 91.70% from 7.209 million yuan, benefiting from better fund management [5] - R&D expenses were 323 million yuan, accounting for 23.40% of sales revenue, a decrease of 5.53% from the previous year, but still reflecting a strong commitment to R&D [5] Cash Flow - The net cash flow from operating activities was 21.8813 million yuan, a dramatic decrease of 93.03% from 314 million yuan in the previous year, primarily due to reduced sales collections [6] - The net cash flow from investing activities was 16.7805 million yuan, an improvement from -130 million yuan, indicating a shift towards liquidity and safety in investment strategies [6] - The net cash flow from financing activities was -1.53 billion yuan, an improvement from -3.64 billion yuan, reflecting a reduction in short-term borrowings [6] Risks - The company faces performance volatility risks due to rapid updates in communication equipment, intense market competition, and external economic factors affecting demand [7] - There is a risk of core technical talent loss, which could hinder technological advancements and weaken competitive positioning [7] - Accounts receivable amounted to 642 million yuan, representing 31.20% of current assets, posing a risk of bad debts despite adequate provisions [7] Management Compensation - The total pre-tax compensation for the chairman and general manager was 1.2489 million yuan, while other executives received stable compensation, indicating a consistent approach to management remuneration [8]
瑞斯康达(603803) - 公司2024年年度股东会会议材料
2025-04-25 15:47
瑞斯康达科技发展股份有限公司 2024 年年度股东会 会议材料 股票代码:603803 2025 年 05 月 2024 年年度股东会会议材料 目录 | 目录 - 1 - | | | | --- | --- | --- | | 会 议 须 知 - 2 - | | | | 会 议 议 程 - 3 - | | | | 议案一:公司 年度董事会工作报告 - 5 - | 2024 | | | 议案二:公司 | 2024 | 年度监事会工作报告 - 13 - | | 议案三:公司 | 2024 | 年年度报告全文及摘要 - 18 - | | 议案四:公司 | 2024 | 年度财务决算报告 - 19 - | | 议案五:公司 | 2024 | 年度利润分配方案 - 24 - | | 议案六:关于 | 2025 | 年度董事薪酬方案的议案 - 26 - | | 议案七:关于公司及下属子公司 | | 2025 年度向银行申请综合授信额度及为综合授信 | | 额度内贷款提供担保的议案 - 27 - | | | | 议案八:关于续聘天健会计师事务所(特殊普通合伙)为公司 2025 年度审计机构 | | | | 的议案 - 31 ...
瑞斯康达(603803) - 关于召开2024年年度股东会的通知
2025-04-25 15:47
一、 召开会议的基本情况 证券代码:603803 证券简称:瑞斯康达 公告编号:2025-014 瑞斯康达科技发展股份有限公司 关于召开2024年年度股东会的通知 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。 (一)股东会类型和届次 重要内容提示: 2024年年度股东会 (二)股东会召集人:董事会 (三)投票方式:本次股东会所采用的表决方式是现场投票和网络投票相结合的方 式 (四)现场会议召开的日期、时间和地点 召开的日期时间:2025 年 5 月 16 日 14 点 30 分 召开地点:北京市海淀区西北旺东路 10 号院东区 11 号瑞斯康达大厦 A206 会议室 (五)网络投票的系统、起止日期和投票时间。 股东会召开日期:2025年5月16日 本次股东会采用的网络投票系统:上海证券交易所股东大会网络投票系 统 网络投票系统:上海证券交易所股东大会网络投票系统 网络投票起止时间:自2025 年 5 月 16 日 至2025 年 5 月 16 日 采用上海证券交易所网络投票系统,通过交易系统投票平台的投票时间为股 东会召开当 ...
瑞斯康达(603803) - 公司第六届监事会第四次会议决议公告
2025-04-25 15:45
瑞斯康达科技发展股份有限公司 第六届监事会第四次会议决议公告 本公司监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个别及连带责任。 一、监事会会议召开情况 证券代码:603803 证券简称:瑞斯康达 公告编号:2025-007 瑞斯康达科技发展股份有限公司(以下简称"公司")第六届监事会第四次 会议于 2025 年 4 月 18 日以电子邮件方式向全体监事发送了会议通知及会议材 料,并于 2025 年 4 月 24 日在北京市海淀区西北旺东路 10 号院东区 11 号楼瑞斯 康达大厦以现场表决方式召开。本次会议应出席监事 3 名实际出席监事 3 名,会 议由公司监事会主席杨海林主持。会议的召开符合《中华人民共和国公司法》及 相关法律法规和《公司章程》的有关规定。 二、监事会会议审议情况 与会监事经充分讨论,审议通过了如下议案: 1、审议通过《公司 2024 年度监事会工作报告》。 表决结果:同意 3 票,反对 0 票,弃权 0 票。表决通过。 本议案需提交公司股东会审议。 2、审议通过《公司 2024 年年度报告全文及摘要》。 公司监事会在全 ...
瑞斯康达(603803) - 公司第六届董事会第五次会议决议公告
2025-04-25 15:44
证券代码:603803 证券简称:瑞斯康达 公告编号:2025-006 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个别及连带责任。 一、董事会会议召开情况 瑞斯康达科技发展股份有限公司(以下简称"公司")第六届董事会第五次 会议于 2025 年 4 月 18 日以电子邮件方式向全体董事发送了会议通知及会议材 料,并于 2025 年 4 月 24 日在北京市海淀区西北旺东路 10 号院东区 11 号楼瑞斯 康达大厦以现场结合通讯表决方式方式召开。本次会议应出席董事 9 名实际出席 董事 9 名,会议由公司董事长李月杰主持。公司监事、高级管理人员列席本次会 议。会议的召开符合《中华人民共和国公司法》及相关法律法规和《瑞斯康达科 技发展股份有限公司章程》的有关规定。 二、董事会会议审议情况 与会董事经充分讨论,审议通过了如下议案: 1、审议通过《公司 2024 年度董事会工作报告》。 表决结果:同意 9 票,反对 0 票,弃权 0 票。表决通过。 本议案需提交公司股东会审议。 2、审议通过《公司 2024 年度独立董事述职报告》。 表决结 ...
瑞斯康达(603803) - 关于2024年度利润分配方案的公告
2025-04-25 15:43
证券代码:603803 证券简称:瑞斯康达 公告编号:2025-008 瑞斯康达科技发展股份有限公司 关于 2024 年度利润分配方案的公告 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个别及连带责任。 重要内容提示: 根据天健会计师事务所(特殊普通合伙)审计,截至2024年12月31日,公司 合并报表归属于上市公司股东的净利润为人民币-122,488,723.21元。经公司第 六届董事会第五次会议和第六届监事会第四次会议审议通过,公司2024年度拟不 进行现金分红,也不实施包括资本公积转增股本在内的其他形式的利润分配。 二、2024年度不进行利润分配的情况说明 鉴于公司 2024 年度合并报表净利润为负数,根据《公司法》和《公司章程》 关于利润分配的相关规定,综合考虑公司当前经营资金需求和未来业务发展需求 情况,为保障公司持续稳定发展,公司 2024 年度拟不进行现金分红,也不实施 包括资本公积转增股本在内的其他形式的利润分配。 三、公司履行的决策程序 (一)独立董事专门会议审议情况 公司于 2025 年 4 月 24 日召开第六届 ...