Workflow
ZTBH(000957)
icon
Search documents
中通客车(000957) - 关于回购股份事项前十大股东和前十大无限售条件股东持股情况的公告
2025-04-29 09:15
前十大股东和前十大无限售条件股东持股情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 中通客车股份有限公司(以下简称:公司)于 2025 年 4 月 24 日召开第十一届董事会第十一次会议,审议通过《关于公司回购部分 A 股股份方案的议案》,具体内容详见公司于 2025 年 4 月 26 日《中 国证券报》、《上海证券报》、《证券时报》、《证券日报》以及巨 潮资讯网上披露的《关于回购部分 A 股股份方案的公告》(公告编号: 2025-024)。 根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股 份》等相关规定,现将公司董事会公告回购股份决议的前一个交易日 (即 2025 年 4 月 25 日)登记在册的前十大股东和前十大无限售条件 股东持股情况公告如下: | 序号 | 股东名称 | 持股数量(股) | 持股比例 | | --- | --- | --- | --- | | 1 | 中国重型汽车集团有限公司 | 124,941,288 | 21.07% | | 2 | 山东省国有资产投资控股有限公司 | 709,815,92 | 11.97% ...
中通客车(000957):盈利能力显著提升 国内与海外市场齐发力
Xin Lang Cai Jing· 2025-04-29 02:38
Core Viewpoint - The company reported significant revenue and profit growth for 2024 and Q1 2025, indicating strong operational performance and market recovery in the bus industry [1][2]. Financial Performance - In 2024, the company achieved revenue of 5.73 billion, a year-on-year increase of 35.1%, and a net profit attributable to shareholders of 250 million, up 258.1% year-on-year [1][2]. - For Q1 2025, the company reported revenue of 1.69 billion, a year-on-year increase of 32.1% and a quarter-on-quarter increase of 12.9%. The net profit attributable to shareholders was 80 million, reflecting an 80.5% year-on-year increase and a 41.7% quarter-on-quarter increase [1][2]. Profitability Metrics - The gross margin for 2024 was 18.6%, down 5.3 percentage points year-on-year, while the net profit margin was 4.3%, up 2.7 percentage points year-on-year [2]. - In Q1 2025, the gross margin was 15.1%, down 0.2 percentage points year-on-year and down 8.8 percentage points quarter-on-quarter. The net profit margin was 4.5%, up 1.3 percentage points year-on-year and up 0.9 percentage points quarter-on-quarter [2]. Expense Ratios - For 2024, the expense ratios were as follows: sales 5.2%, management 2.7%, R&D 4.1%, and financial expenses -0.6%, all showing a decrease compared to the previous year [2]. - In Q1 2025, the expense ratios were: sales 4.3%, management 1.4%, R&D 3.2%, and financial expenses -0.8%, with decreases in sales and management expenses year-on-year and quarter-on-quarter [2]. Market Trends - The domestic new energy bus subsidy policy continues to support the market, and the travel group market is showing a clear recovery trend. The company has successfully adjusted its structure, leading to rapid growth in medium and large seating vehicles [2]. - The Chinese bus industry is experiencing a significant recovery, driven by the "old-for-new" policy, the release of tourism demand, and growth in overseas exports. Sales of buses over 6 meters reached 126,000 units, a year-on-year increase of 33.4%, marking a new high since 2020 [3]. International Expansion - The company has seen a surge in overseas market demand, with export sales increasing by 35.9% year-on-year. Notable achievements in the Middle East, particularly in Saudi Arabia and the UAE, have drawn industry attention [4]. - The company has successfully developed high-end pure electric and fuel models for markets in Europe, Russia, and Singapore, achieving bulk sales. Additionally, it has introduced several pure electric buses that cater to the "large to small" and "aging-friendly" trends, enhancing the competitiveness of its school bus products [4].
中通客车(000957):盈利能力显著提升,国内与海外市场齐发力
Xinda Securities· 2025-04-27 09:58
Investment Rating - The investment rating for Zhongtong Bus (000957.SZ) is not explicitly stated in the provided documents, but the report indicates a positive outlook on the company's performance and growth potential [2]. Core Viewpoints - The company reported a significant increase in profitability, with 2024 revenue reaching 5.73 billion, a year-on-year increase of 35.1%, and a net profit attributable to shareholders of 250 million, up 258.1% year-on-year [2]. - In Q1 2025, the company achieved revenue of 1.69 billion, a year-on-year increase of 32.1% and a quarter-on-quarter increase of 12.9%, with a net profit of 80 million, up 80.5% year-on-year and 41.7% quarter-on-quarter [2]. - The company has seen a continuous high-speed growth in performance, with a notable reduction in expense ratios [2]. Summary by Relevant Sections Financial Performance - In 2024, Zhongtong Bus achieved a gross margin of 18.6%, down 5.3 percentage points year-on-year, and a net profit margin of 4.3%, up 2.7 percentage points year-on-year [2]. - For Q1 2025, the gross margin was 15.1%, down 0.2 percentage points year-on-year and down 8.8 percentage points quarter-on-quarter, while the net profit margin was 4.5%, up 1.3 percentage points year-on-year and up 0.9 percentage points quarter-on-quarter [2]. Market Dynamics - The domestic market for new energy buses continues to benefit from subsidy policies, with a significant recovery in the travel group market. In 2024, domestic revenue reached 2.52 billion, a year-on-year increase of 34.1% [2]. - The Chinese bus industry is experiencing a notable recovery, with sales of buses over 6 meters reaching 126,000 units, a year-on-year increase of 33.4%, the highest since 2020 [2]. International Expansion - The overseas market demand is high, with the company’s export sales increasing by 35.9% year-on-year. The Middle East market has shown remarkable performance, with significant orders from Saudi Arabia and the UAE [2]. - The company has successfully developed high-end electric and fuel models for markets in Europe, Russia, and Singapore, enhancing its brand influence and market competitiveness [2].
中通客车(000957):新能源出口带动开年业绩表现强劲 回购预案彰显长期信心
Xin Lang Cai Jing· 2025-04-26 10:34
事件:4 月25 日,公司发布2024 年全年及2025Q1 业绩公告,2024 年收入57.3 亿元,同比+35.1%,归 母净利2.5 亿元,同比+258.1%,扣非后归母净利2.1 亿元,同比+181.0%,落于此前业绩预告中枢。 2025Q1 收入16.9 亿元,同环比+32.1%/+12.9%,归母净利0.8 亿元,同环比+80.5%/41.2%,扣非后归母 净利0.7 亿元,同环比+152.1%/+72.4%。 客车出海多点开花,回购及股权激励计划彰显长期信心:3 月末,公司完成智利895 辆电动大巴首批300 台交付,剩余近600 辆预计于二季度集中交付,二季度盈利环比向上表现有望延续。当前看,公司新能 源出口持续突破,成功中标迪拜40 辆高端新能源订单,海外高端订单排产已至6 月份,在手订单充沛保 障全年盈利高增。此外,公司公告回购预案,计划以1-2 亿元自有资金回购股份,上限15 元/股,拟用 于股权激励或员工持股计划。我们认为,此举彰显管理层对公司长期经营向好信心,业绩持续向上值得 期待。 盈利预测:预计2025-2027 年公司营业总收入71.8/79.2/85.0 亿元,归母净利润4. ...
中通客车股份有限公司2025年第一季度报告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000957 证券简称:中通客车 公告编号:2025-026 中通客车股份有限公司2024年年度报告摘要 一、重要提示 本年度报告摘要来自年度报告全文,为全面了解本公司的经营成果、财务状况及未来发展规划,投资者 应当到证监会指定媒体仔细阅读年度报告全文。 √适用 □不适用 是否以公积金转增股本 □是 √否 公司经本次董事会审议通过的利润分配预案为:以592,903,936为基数,向全体股东每10股派发现金红利 0.5元(含税),送红股0股(含税),不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 ■ 2、报告期主要业务或产品简介 报告期内,国内新能源公交补贴政策持续,旅团市场复苏向好态势明显;海外市场需求高涨,行业出口 表现亮眼。根据中国客车信息网统计数据,2024年行业6米以上客车销售126,064辆,同比增长33.4%, 其中7米以上客车出口44,4 ...
中通客车股份有限公司
Group 1 - The company held the 8th meeting of the 11th Supervisory Board on April 24, 2025, where all members confirmed the accuracy and completeness of the disclosed information [2][26] - The meeting approved the 2024 annual financial settlement report, which will be submitted to the 2024 annual shareholders' meeting for review [5][7] - The company reported a net profit attributable to shareholders of 249.45 million yuan for 2024, with a proposed cash dividend of 0.50 yuan per 10 shares, totaling approximately 29.65 million yuan [27][28] Group 2 - The company plans to allocate 16.16 million yuan for asset impairment provisions for 2024, impacting the net profit by approximately 13.58 million yuan [16][36] - The Supervisory Board confirmed that the asset impairment provisions are in accordance with accounting standards and accurately reflect the company's asset status [37][38] Group 3 - The company approved the use of up to 1 billion yuan of idle funds for low-risk financial products to enhance capital efficiency [40][42] - The board authorized the chairman to make investment decisions within the approved limit, ensuring that normal operational funding needs are met [43][44] Group 4 - The company plans to conduct foreign exchange derivative transactions to hedge against currency risks, with a transaction limit of 1 billion yuan [48][50] - The board has approved the foreign exchange derivative trading plan, which aims to stabilize costs and enhance financial stability [54][56] Group 5 - The company intends to renew its contract with Lixin Accounting Firm for the 2025 financial audit, which has a strong track record in auditing listed companies [58][59] - The audit fee for 2025 is set at 780,000 yuan, consistent with previous years [66][67] Group 6 - The company plans to repurchase A-shares with a total amount between 100 million and 200 million yuan, primarily for employee stock ownership plans [72][74] - The repurchase price will not exceed 15 yuan per share, and the implementation period is set for 12 months from the board's approval [75][87]
大名城2024年归母净利润亏损约23亿元;洪田股份被证监会立案|公告精选
Mei Ri Jing Ji Xin Wen· 2025-04-25 12:58
Mergers and Acquisitions - Guancheng New Materials announced the termination of a major asset restructuring process, opting to transfer equity stakes in 12 companies to its controlling shareholder or designated related parties through cash asset sales. The transaction does not constitute a major asset restructuring and will proceed as a general related party transaction [1] Performance Disclosure - Huguang Co., Ltd. reported a net profit attributable to shareholders of 670 million yuan for 2024, representing a year-on-year increase of 1139.15%. The company's operating revenue reached 7.914 billion yuan, up 97.70% year-on-year [2] - Daming City reported a net loss of approximately 2.336 billion yuan for 2024, with operating revenue of 4.171 billion yuan, a decline of 64.34% year-on-year. The previous year saw a net profit of 223 million yuan [3] - China Shenhua reported a net profit of nearly 12 billion yuan for the first quarter of 2025, a decrease of 18.0% year-on-year. The company's operating revenue was 69.585 billion yuan, down 21.1% year-on-year [4] - China Telecom reported a net profit of 8.864 billion yuan for the first quarter of 2025, an increase of 3.11% year-on-year. The company's revenue was 134.509 billion yuan, a slight increase of 0.01% year-on-year [5] Share Buybacks - Zhong无人机 announced a plan to repurchase shares worth 100 million to 200 million yuan, with a maximum repurchase price of 60.52 yuan per share, intended for equity incentives or employee stock ownership plans [6] - Zhongtong Bus announced a plan to repurchase shares worth no less than 100 million and no more than 200 million yuan, with a maximum repurchase price of 15 yuan per share [7] - Shuangta Food announced a plan to repurchase shares worth 200 million to 300 million yuan, with a maximum repurchase price of 7.95 yuan per share [8] Risk Matters - Yinghantong announced that shareholders plan to reduce their holdings by no more than 3% of the company's shares due to funding needs [10] - Huarong Holdings announced that it will be subject to delisting risk warnings due to negative net profits for the 2024 fiscal year and insufficient operating revenue [11] - Guoxin Culture announced that it will also be subject to delisting risk warnings due to negative profits and insufficient operating revenue for 2024 [12] - Hongtian Co. and its director were notified by the China Securities Regulatory Commission of an investigation due to alleged violations related to undisclosed related party transactions [13]
A股公告精选 | 兆易创新(603986.SH)、片仔癀(600436.SH)等公司净利同比增长
智通财经网· 2025-04-25 12:33
比亚迪第一季度营收1,703.6亿元,同比增36.4%;净利润91.5亿元,同比增100.4%。比亚迪第一季度营 业成本1,628.5亿元,同比增长35%;研发支出142.2亿元,同比+34%。 5、迈信林:第一季度净利润同比增长408% 主要系新增算力服务业务收入和收益 片仔癀(600436.SH)公告称,2024年净利润29.77亿元,同比增长6.42%,拟每10股派发现金股利18.20 元。 3、宁德时代:首次回购公司股份107.53万股 宁德时代(300750.SZ)公告,公司于2025年4月25日首次通过深圳证券交易所股票交易系统以集中竞价交 易方式回购公司股份107.53万股,占公司当前总股本的0.0244%,最高成交价为237.38元/股,最低成交 价为236.01元/股,成交总金额为2.55亿元(不含交易费用)。 4、比亚迪第一季度净利润91.5亿元 同比增100.4% 今日聚焦 1、兆易创新:2024年净利润同比增长584.21% 拟10派3.4元 兆易创新披露年报,公司2024年实现营业收入73.56亿元,同比增长27.69%;净利润11.03亿元,同比增 长584.21%;基本每股收益1 ...
中通客车(000957) - 关于续聘会计师事务所的公告
2025-04-25 10:24
证券代码: 000957 证券简称:中通客车 公告编号: 2025-023 中通客车股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 特别提示: 1.中通客车股份有限公司(以下简称"公司")拟续聘立信会 计师事务所(特殊普通合伙)(以下简称"立信事务所")为公司 2025年度财务审计机构以及内部控制审计服务机构。 一、拟续聘会计师事务所的基本信息 (一)机构信息 1、基本信息 立信会计师事务所(特殊普通合伙)由我国会计泰斗潘序伦博士 于 1927 年在上海创建,1986 年复办,2010 年成为全国首家完成改制 的特殊普通合伙制会计师事务所,注册地址为上海市,首席合伙人为 朱建弟先生。立信事务所是国际会计网络 BDO 的成员所,长期从事证 券服务业务,新证券法实施前具有证券、期货业务许可证,具有 H 股 审计资格,并已向美国公众公司会计监督委员会(PCAOB)注册登记。 截至 2024 年末,立信事务所拥有合伙人 296 名、注册会计师 2,498 名、从业人员总数 10,021 名,签署过证券服务业务审计报告 的注册会计师 743 名。 关于续聘 ...
中通客车(000957) - 关于山东重工集团财务有限公司的风险评估报告
2025-04-25 10:24
中通客车股份有限公司 关于山东重工集团财务有限公司的风险评估报告 根据《深圳证券交易所上市公司自律监管指引第 7 号——交易与 关联交易》的要求,中通客车股份有限公司(下称"中通客车")通 过查验山东重工集团财务有限公司(下称"重工财务公司")《金融 许可证》《营业执照》及相关资料,审阅重工财务公司财务报表,对 重工财务公司的经营资质、业务和风险状况进行评估,具体情况报告 如下: 一、重工财务公司基本情况 重工财务公司是经中国银行业监督管理委员会(现为"国家金融 监督管理总局",下称"金融监管总局")批准设立的非银行金融机 构。重工财务公司于 2012 年 6 月 11 日取得《金融许可证》(机构编 码:L0151H237010001),并于同日领取了《营业执照》(统一社会信 用代码:91370000597828707N)。 重工财务公司注册资本 16 亿元人民币(含 1000 万美元),股权 结构如下: (一)山东重工集团有限公司(下称"山东重工")出资 6 亿元 人民币,占重工财务公司注册资本的 37.5%; (二)潍柴动力出资 5 亿元人民币(含 1000 万美元),占重工财 务公司注册资本的 31.2 ...