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财经早报:美国又威胁征收“半导体关税”!中概股有望回流,香港表示“准备好了”





Xin Lang Zheng Quan· 2025-04-14 23:49
Group 1 - The US government has temporarily exempted certain electronic products from tariffs, but this exemption is not permanent and will last only until a new tariff plan for the semiconductor industry is established [2][21] - China's foreign trade in the first quarter of this year reached 10.3 trillion yuan, a year-on-year increase of 1.3%, with exports growing by 6.9% and imports declining by 6% [3] - The State Administration for Market Regulation in China has introduced 37 key measures to support the development of private enterprises, focusing on breaking down barriers and promoting fair competition [4][5] Group 2 - Hong Kong is preparing to attract Chinese concept stocks back to its market, emphasizing its stability and attractiveness amid global financial market volatility [6][7] - The China Securities Regulatory Commission has emphasized the importance of functionality in the fund industry, aiming for a balance between quality and scale [8] - Insurance funds are accelerating their entry into the stock market, with the scale of long-term stock investment trials increasing from 50 billion yuan to 162 billion yuan [9] Group 3 - The US is experiencing a significant drop in import orders, with a 64% decrease in overall import volume, indicating potential disruptions in trade due to tariff policies [10][11] - The total share of stock ETFs in A-shares has surpassed 2 trillion shares, marking a historical high, with substantial inflows of capital observed in April [12] - Global pension funds are pausing investments in US assets due to uncertainties stemming from aggressive tariff policies, indicating a shift in investment strategies [13] Group 4 - The AI industry is facing scrutiny over its energy consumption, with Elon Musk's AI company xAI being investigated for violating environmental regulations related to its power generation [14] - The UK government plans to take over the British Steel Company from a Chinese firm, raising concerns about foreign investments in critical industries [15] - The consumer electronics sector is seeing increased research interest, driven by strong domestic demand policies and a surge in M&A activities in the technology field [17]
4月14日晚间重要公告一览
Xi Niu Cai Jing· 2025-04-14 10:39
Group 1 - Company Instech reported a net profit of 177 million yuan for 2024, a year-on-year increase of 28.15%, with a proposed cash dividend of 1.20 yuan per 10 shares [1] - Instech achieved an operating revenue of 1.185 billion yuan in 2024, representing a year-on-year growth of 24.45% [1] - The company specializes in the research, production, and sales of rare earth permanent magnet materials and applications [2] Group 2 - Company Junda reported a net loss of 106 million yuan for Q1 2025, transitioning from profit to loss, with a year-on-year revenue decline of 49.52% [3] - Junda's operating revenue for Q1 2025 was 1.875 billion yuan [3] - The company focuses on the research, production, and sales of photovoltaic cell products [4] Group 3 - Company Annada reported a net loss of 10.26 million yuan for Q1 2025, with a year-on-year revenue increase of 1.44% [5] - Annada's operating revenue for Q1 2025 was 473 million yuan [5] - The company specializes in titanium dioxide and iron phosphate products [6] Group 4 - Company Jiuzhou Pharmaceutical reported a net profit of 250 million yuan for Q1 2025, a year-on-year increase of 5.68% [7] - Jiuzhou's operating revenue for Q1 2025 was 1.49 billion yuan, reflecting a year-on-year growth of 0.98% [7] - The company provides custom research and production services for pharmaceutical companies and research institutions [8] Group 5 - Company Yitong Century won a 1.48 billion yuan contract for a 5G comprehensive maintenance project with Guangdong Unicom [9] - The project will enhance the company's business volume and expansion in Guangdong [9] - Yitong Century specializes in communication network technology services and solutions [10] Group 6 - Company Rijiu Optoelectronics reported a net profit of 67.47 million yuan for 2024, a year-on-year increase of 506.9%, with a proposed cash dividend of 2.00 yuan per 10 shares [10] - Rijiu's operating revenue for 2024 was 583 million yuan, representing a year-on-year growth of 22% [10] - The company focuses on the research, production, and sales of touch display application materials [11] Group 7 - Company Ruotong reported a net profit of 95.98 million yuan for 2024, a year-on-year increase of 0.91%, with a proposed cash dividend of 2.00 yuan per 10 shares [12] - Ruotong's operating revenue for 2024 was 408 million yuan, reflecting a year-on-year growth of 7.54% [12] - The company specializes in drilling and completion equipment for oil and gas [13] Group 8 - Company Shuangxiang reported a net profit of 472 million yuan for 2024, a year-on-year increase of 754.84%, with a proposed cash dividend of 1.50 yuan per 10 shares [14] - Shuangxiang's operating revenue for 2024 was 2.29 billion yuan, representing a year-on-year growth of 51.55% [14] - The company focuses on synthetic leather and optical-grade PMMA products [15] Group 9 - Company Xinfang Pharmaceutical reported a net profit of 101 million yuan for 2024, a year-on-year decrease of 64.70%, with a proposed cash dividend of 0.30 yuan per 10 shares [16] - Xinfang's operating revenue for 2024 was 6.032 billion yuan, reflecting a year-on-year decline of 6.63% [16] - The company is involved in medical services, pharmaceutical distribution, and manufacturing [17] Group 10 - Company Dongxing Medical reported a net profit of 97.42 million yuan for 2024, a year-on-year increase of 0.21%, with a proposed cash dividend of 6.00 yuan per 10 shares [18] - Dongxing's operating revenue for 2024 was 435 million yuan, reflecting a year-on-year growth of 0.40% [18] - The company specializes in surgical medical devices [19] Group 11 - Company Wuzhou Special Paper reported a net profit of 64.68 million yuan for Q1 2025, a year-on-year decrease of 51.56%, with an operating revenue of 1.989 billion yuan [20] - Wuzhou's operating revenue for Q1 2025 increased by 15.21% [20] - The company focuses on the research, production, and sales of mechanism paper and pulp [21] Group 12 - Company Jinrui Mining expects a net profit of 15.28 million yuan for Q1 2025, a year-on-year increase of 617.40% [22] - The company specializes in the production and sales of strontium salt products [23] Group 13 - Company Youyan New Materials expects a net profit of 60 million to 75 million yuan for Q1 2025, a year-on-year increase of 13076% to 16370% [24] - The company focuses on electronic films, precious metal materials, and rare earth materials [25] Group 14 - Company Guoli expects a net profit of 11 million to 13 million yuan for Q1 2025, a year-on-year increase of 164.38% to 212.45% [26] - The company specializes in urban infrastructure design, construction, and investment [27] Group 15 - Company Shenzhen Airport reported a passenger throughput of 5.5422 million in March, a year-on-year increase of 8.70% [28] - The airport's cargo throughput was 171,900 tons, reflecting a year-on-year growth of 14.51% [28] - The company is involved in aviation and related non-aviation businesses [29] Group 16 - Company Shenghui Integration reported an order balance of 2.117 billion yuan as of March 31, 2025, a year-on-year increase of 11.89% [30] - The company provides cleanroom engineering and electromechanical engineering services [31] Group 17 - Company Chengyi Pharmaceutical received a drug registration certificate for Mercaptopurine tablets [32] - The drug is applicable for various diseases including choriocarcinoma and acute lymphoblastic leukemia [32] Group 18 - Company Enhua Pharmaceutical initiated Phase I clinical trials for NH280105 capsules, targeting Alzheimer's disease [33] - The trial aims to assess the safety and pharmacokinetics of the drug [33] Group 19 - Company Lingang Steel proposed a share buyback of 50 million to 100 million yuan [34] - The company specializes in the production and development of metallurgical products [35] Group 20 - Company Fujia plans to repurchase shares worth 15 million to 30 million yuan [36] - The company focuses on smart cleaning appliances and key components [37] Group 21 - Company Mould Technology received a project designation letter for exterior parts from a luxury car client, with an estimated total sales of 2.07 billion yuan [38] - The project is expected to start mass production in April 2027 [38] Group 22 - Company Longxin General expects a net profit of 4.55 billion to 5.30 billion yuan for Q1 2025, a year-on-year increase of 76.65% to 105.77% [39] - The company specializes in motorcycles, engines, and general machinery products [40] Group 23 - Company Dongfang Securities reported a net profit of 1.436 billion yuan for Q1 2025, a year-on-year increase of 62.08% [41] - The company focuses on investment management and securities trading [42] Group 24 - Company Yalian Machinery plans to use up to 800 million yuan of idle funds for low-risk financial products [43] - The company specializes in the production of engineered wood production lines and equipment [44] Group 25 - Company Guanghua Technology reported a net loss of 205 million yuan for 2024, with total revenue of 2.589 billion yuan [45] - The company focuses on PCB chemicals and lithium battery materials [46] Group 26 - Company Boya Biotechnology plans to publicly transfer 80% of its subsidiary's equity for 213 million yuan [47] - The transaction aims to optimize resource allocation focusing on blood products [48] Group 27 - Company Darui Electronics plans to repurchase shares worth 30 million to 50 million yuan [49] - The company specializes in customized components and automation equipment [50] Group 28 - Company Hongying Intelligent plans to repurchase shares worth 30 million to 40 million yuan [51] - The company focuses on smart control products and assemblies [52] Group 29 - Company Guangku Technology announced a change in the upper shareholding structure of its controlling shareholder [53] - The operational activities of the company will not be materially affected [54] Group 30 - Company Dingjie Smart's application for convertible bond issuance has been accepted by the Shenzhen Stock Exchange [55] - The company provides digital and intelligent solutions for various industries [56]
深圳机场:3月航班起降架次为38111架次,同比增长4.55%
news flash· 2025-04-14 07:45
深圳机场(000089)公告,2025年3月旅客吞吐量为554.22万人次,同比增长8.70%;货邮吞吐量为 17.19万吨,同比增长14.51%;航班起降架次为38111架次,同比增长4.55%。2025年累计旅客吞吐量为 1655.22万人次,同比增长6.30%;货邮吞吐量为45.95万吨,同比增长13.30%;航班起降架次为11.17万 架次,同比增长2.64%。 ...
深圳机场(000089) - 关于2025年3月生产经营快报的自愿性信息披露公告
2025-04-14 07:45
一、上述数据为快报数据,与实际数据可能存在差异; 二、上述运输生产数据源自公司内部统计,仅供投资者参考。 深圳市机场股份有限公司董事会 二〇二五年四月十四日 证券代码:000089 证券简称:深圳机场 公告编号:2025-012 深圳市机场股份有限公司 关于 2025 年 3 月生产经营快报的 自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导 性陈述或重大遗漏。本公告属自愿性信息披露。 | 项目 | 本月实际 | 同比增长 | 本年累计 | 同比增长 | | --- | --- | --- | --- | --- | | 旅客吞吐量(万人次) | 554.22 | 8.70% | 1,655.22 | 6.30% | | 其中:国内航线 | 503.51 | 6.86% | 1,505.34 | 4.15% | | 地区航线 | 4.01 | 5.84% | 10.92 | 1.07% | | 国际航线 | 46.71 | 33.82% | 138.97 | 37.60% | | 货邮吞吐量(万吨) | 17.19 | 14.51% | 45.95 | 13.3 ...
用时3分钟 深圳空管站备份塔台实现“无感启用” 深圳机场三跑道空管工程迎来重要突破
Zhong Guo Min Hang Wang· 2025-04-11 12:09
Core Points - The successful activation of the backup control tower at Shenzhen Airport marks a significant milestone in enhancing air traffic management capabilities [1][4] - The backup tower was operationally switched within 3 minutes, ensuring a flight operation normal rate of 94% and a peak departure normal rate of 98.6% on the same day [1][4] - The upgrade of the Shenzhen air traffic control station is aimed at supporting the upcoming third runway, scheduled to be operational by the end of 2025 [4][5] Group 1 - The backup control tower was constructed to ensure the seamless transition and safety of air traffic operations during the upgrade of the main control tower [4][5] - A "shadow operation" mode was implemented prior to the switch, allowing controllers to familiarize themselves with the new equipment and environment [4] - Safety assessments and training measures were put in place to manage risks associated with the transition to the backup tower [4][5] Group 2 - The new air traffic control systems will include two highly integrated automated systems and a complete overhaul of key operational systems [4] - The redesign of control positions aims to enhance operational efficiency and safety during the transition period [4][5] - The backup tower's activation allows for a sufficient adaptation period for controllers to prepare for the third runway's operational demands [5]
深圳机场(000089) - 2024 Q4 - 年度业绩
2025-04-10 11:30
Financial Performance - Total operating revenue for 2024 reached CNY 4.739 billion, an increase of 13.80% compared to the previous year[4] - Operating profit was CNY 582.65 million, reflecting a growth of 16.07% year-on-year[4] - Net profit attributable to shareholders was CNY 443.04 million, up 11.68% from the previous year[4] - Net profit attributable to shareholders after deducting non-recurring gains and losses was CNY 354.12 million, a significant increase of 326.31%[4] - The weighted average return on net assets increased to 3.96%, up from 3.63%[4] Operational Metrics - The company achieved a record of 428,000 flight takeoffs and landings, with passenger throughput reaching 61.48 million, a year-on-year increase of 16.6%[5] - Cargo and mail throughput was 1.881 million tons, representing a growth of 17.6% year-on-year[5] Financial Condition - Total assets at the end of the reporting period were CNY 24.174 billion, showing no significant change from the beginning of the period[4] - The company maintained a stable financial condition and good operational performance throughout 2024[5] - There were no discrepancies between the reported performance and the previously announced earnings forecast[6]
深圳机场(000089) - 2025 Q1 - 季度业绩预告
2025-04-10 11:30
Financial Performance - The estimated net profit for Q1 2025 is projected to be between 133.46 million and 183.46 million CNY, representing a year-on-year growth of 41.11% to 93.97% compared to 94.58 million CNY in the same period last year[3] - The net profit after deducting non-recurring gains and losses is expected to be between 111.66 million and 151.66 million CNY, indicating a year-on-year increase of 58.65% to 115.48% from 70.38 million CNY in the previous year[3] - Basic earnings per share are forecasted to be between 0.0651 CNY and 0.0895 CNY, up from 0.0461 CNY in the same period last year[3] Operational Metrics - Passenger throughput increased by 6.3% year-on-year, while cargo and mail throughput rose by 13.3%, and flight takeoffs and landings increased by 2.6%[5] - The company attributes the performance improvement to the favorable development of the civil aviation industry and robust growth in key operational metrics[5] Reporting Information - The financial data presented is a preliminary forecast and will be detailed in the Q1 2025 report[7]
深圳机场:预计2025年第一季度净利润同比增长41.11%-93.97%
news flash· 2025-04-10 11:29
深圳机场(000089)公告,预计2025年1月1日至3月31日归属于上市公司股东的净利润为1.33亿元-1.83 亿元,同比上年同期的9458万元增长41.11%-93.97%;扣除非经常性损益后的净利润为1.12亿元-1.52亿 元,同比上年同期的7038万元增长58.65%-115.48%;基本每股收益为0.0651元/股–0.0895元/股,同比上 年同期的0.0461元/股增长41.11%-93.97%。业绩增长主要由于2025年民航业发展态势良好,三大指标稳 健增长,旅客吞吐量同比上升6.3%,货邮吞吐量同比上升13.3%,航班起降架次同比上升2.6%。 ...
深圳机场夏秋航季将加密近30条国内航线
Xin Jing Bao· 2025-04-02 12:30
此外,在夏秋航季,深圳往返韩国济州、日本大阪、新加坡、越南河内等国际及地区客运航线航班频次 也将增加,每周共增加20余班,以满足旅客前往东南亚、东北亚等区域的出行需求。在航班时刻调整方 面,新加坡航空将深圳—新加坡航线出港的航班提前1小时至02:15出港,以缩短旅客在凌晨时段的等待 时间,为中转旅客快速衔接后续航班以及公商务旅客抵达后的行程安排留出更为充裕的时间,提升出行 的效率和舒适度。 新京报讯 据深圳机场(000089)消息,根据民航航班换季安排,深圳机场从3月30日起开始执行夏秋航 季航班计划。新航季,深圳机场计划新开及加密航线接近30条,每周计划执行航班量(含客货航班)将 超过9200架次,其中客运航班约8200架次,货运航班约1000架次,日均航班量将超过1300架次。 夏秋航季是传统的旅游旺季,叠加劳动节、国庆节等假期,将持续释放出行需求潜力。国内航线方面, 深圳机场将新增甘肃陇南、新疆石河子两个国内客运新航点,进一步织密中西部航线网络,便利两地人 员往来,促进两地经济文化交流。上述两条新航线开通后,深圳机场国内通航点增至约120个,覆盖全 国主要经济圈及热门旅游目的地。 国际航线方面,深圳机场 ...
深圳机场(000089) - 关于收回投资理财产品本金及收益的公告
2025-04-02 09:30
深圳市机场股份有限公司 关于收回投资理财产品本金及收益的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导 性陈述或重大遗漏。 证券代码:000089 证券简称:深圳机场 公告编号:2025-009 三、备查文件 (一)理财产品到期赎回的银行回单。 特此公告。 深圳市机场股份有限公司董事会 一、本次投资理财产品到期收回情况 公司于 2024 年 9 月 25 日,与工商银行深圳福永支行签订购买投资理财产品 协议及相关文件,公司以自有资金人民币共 40,000 万元认购投资理财产品,具 体内容详见公司于 2024 年 9 月 26 日刊登在《中国证券报》《证券时报》和巨潮 资讯网(http://www.cninfo.com.cn)上的《深圳市机场股份有限公司关于使用 自有资金购买投资理财产品的进展公告》。近日,上述全部理财产品本金和收益 已按协议约定到期赎回,赎回本金共 40,000 万元,收回相应收益共 366 万元。 二、公告日前十二个月购买理财产品情况 | 受托人名称 | 资金 | 产品类 | 委托理 | | | 实际收回 | 实际投资 | | --- | --- | -- ...