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新华都:提供海外全链路电商服务 打开第二增长曲线
Zheng Quan Shi Bao Wang· 2025-05-16 10:13
Core Viewpoint - The company is focusing on expanding into overseas emerging markets and e-commerce platforms to create a second growth curve, leveraging its full-chain e-commerce services for partner brands [1][2]. Group 1: Business Strategy - The company is actively embracing the growth opportunities in overseas emerging markets and e-commerce platforms, providing comprehensive e-commerce services including retail, short video operations, and live-streaming [2]. - The company has established a significant presence in the live-streaming e-commerce sector, with nearly 4,000 square meters of live-streaming bases and 45 live-streaming rooms in key e-commerce cities like Hangzhou and Beijing [1]. Group 2: Industry Expansion - The company has diversified its operations into various sectors including alcoholic beverages, water drinks, daily chemicals, and maternal and infant products, collaborating with well-known brands such as Luzhou Laojiao, Shanxi Fenjiu, and Wuliangye [2]. - The company plans to increase the development of customized products in the liquor industry and will introduce new products in other sectors throughout the year [2]. Group 3: Financial Performance - In 2024, the company achieved a record business scale with a GMV of 8.2 billion yuan, representing a year-on-year growth of 7% [2]. - The company reported an operating income of 3.676 billion yuan, reflecting a year-on-year increase of 30.18% [2]. - The net profit attributable to shareholders reached 260 million yuan, marking a year-on-year growth of 29.61% [2].
新 华 都(002264) - 2025年5月15日投资者关系活动记录表
2025-05-15 10:04
Company Overview - The company operates in internet marketing based on data research, focusing on e-commerce sales services, product development, and digital marketing services, with a deep layout in industries such as liquor, beverages, daily chemicals, and maternal and infant products [1] - The company has established a significant presence in live e-commerce and short video e-commerce, with nearly 4,000 square meters of live broadcast bases and 45 live broadcast rooms in key e-commerce cities like Hangzhou and Beijing [1] Partnerships - The company collaborates with major liquor brands including Luzhou Laojiao, Shanxi Fenjiu, Wuliangye, and Qingdao Beer, among others, and has established deep strategic partnerships with major domestic e-commerce platforms such as JD.com, Tmall, Douyin, Kuaishou, and Pinduoduo [2] Business Performance - In 2024, the company achieved a GMV of 8.2 billion CNY, a year-on-year increase of 7% - The operating revenue reached 3.676 billion CNY, reflecting a growth of 30.18% - The net profit attributable to shareholders was 260 million CNY, up by 29.61% [3] Product Strategy - The company has launched strategic flagship products, including "Six-Year-Old Rare Product" and various gift boxes, achieving nearly 100 million CNY in GMV since their launch [4] - The company is expanding its product matrix and enhancing online penetration through strategic cooperation with core partners [4] Financial Management - The company has not distributed dividends for 12 years due to negative retained earnings, with a surplus reserve of 132.82 million CNY and a capital reserve of 1.298 billion CNY as of December 31, 2024 [5] - The company emphasizes investor returns through improved information disclosure, share buybacks, and employee stock ownership plans, having repurchased 22.34 million shares for a total of 101 million CNY [5] Market Expansion - The company is actively exploring overseas markets and emerging platforms, leveraging platforms like TikTok, Lazada, Tokopedia, and Shopee to provide comprehensive e-commerce services [6] - The company aims to develop new product lines and enhance its market presence in various sectors, including liquor and daily chemicals [6]
新 华 都(002264) - 2025年5月13日投资者关系活动记录表
2025-05-15 00:40
Group 1: Company Overview and Financial Performance - Xinhua Du completed the restructuring of its wholly-owned subsidiary Jiuai Zhihe in 2016, and by 2022, the strategic flagship product "Six-Year Cellar Treasure Head Qu" achieved a GMV of nearly 100 million yuan since its launch until the end of Q1 2024 [1] - In 2024, the company reached a record GMV of 8.2 billion yuan, representing a year-on-year growth of 7%; revenue was 3.676 billion yuan, up 30.18% year-on-year; net profit attributable to shareholders was 260 million yuan [1] - The company completed the divestiture of its retail business, shifting its main operations to internet marketing [1] Group 2: Market Expansion and E-commerce Strategy - In 2024, the company officially entered the Indonesian market, leveraging its mature domestic e-commerce operations to establish a solid foundation [2] - Collaborated with leading brands like Kimberly-Clark and L'Oréal to provide comprehensive e-commerce services on platforms such as Tiktok, Lazada, Tokopedia, and Shopee [2] Group 3: AI Marketing Initiatives - The company is actively developing AI marketing solutions, integrating systems like "Zhi Zhu Xia," "Jiuai Zhi Xing," and "Jiuai Zhi Ku" for commercial applications in the fast-moving consumer goods sector [2][3] - Most business processes, including sales management, have implemented RPA to reduce costs and enhance profitability [3] - The company has localized the DeepSeekR1 model for applications in marketing, advertising, supply chain, and customer service [4] Group 4: Risk and Disclosure - The activity does not involve any undisclosed significant information and future plans or development goals do not constitute profit forecasts or substantial commitments to investors [4] - Investors are advised to be aware of investment risks due to the complex and variable macroeconomic environment and market conditions [4]
晚间公告丨5月14日这些公告有看头
Di Yi Cai Jing· 2025-05-14 10:42
5月14日晚间,沪深两市多家上市公司发布公告,以下是第一财经对一些重要公告的汇总,供投资者参 考。 【品大事】 万科A:深铁集团拟向公司提供不超过15.52亿元借款 万科A公告称,公司第一大股东深圳市地铁集团有限公司拟向公司提供借款,借款金额不超过15.52亿 元,用于偿还公司在公开市场发行的债券的本金与利息,借款期限36个月,借款利率为每笔借款提款日 前一工作日全国银行间同业拆借中心公布的1年期贷款市场报价利率(LPR)减76个基点。本次交易已 获得深圳证券交易所同意豁免提交公司股东大会审议。 贵州茅台:因登记参会人数超过原定会场容量 拟调整股东大会召开地点 贵州茅台公告称,由于登记参会人数超过原定会议召开地点会场容量,公司计划调整2024年度股东大会 现场会议召开地点至贵州省仁怀市茅台镇茅台会议中心,股东大会现场会议报到地点为贵州省仁怀市茅 台镇茅台国际大酒店,报到时间为2025年5月18日14:00至20:00,以及2025年5月19日9:00至14:00。除上 述调整外,原股东大会通知事项不变。 ST联合:筹划购买江西润田实业部分或全部股权 股票停牌 ST联合公告称,公司正在筹划以发行股份及支付现金的 ...
新 华 都(002264) - 关于与香港理工大学合作建设AI实验室的公告
2025-05-14 09:31
证券代码:002264 证券简称:新华都 公告编号:2025-044 新华都科技股份有限公司 关于与香港理工大学合作建设 AI 实验室的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记 载、误导性陈述或重大遗漏。 AI 实验室作为公司人工智能战略的重要布局,公司与香港理工大学将根据 实际情况开展项目研发,研发进度及结果都具有一定的不确定性。 特此公告! 新华都科技股份有限公司 董 事 会 二○二五年五月十四日 近日,新华都科技股份有限公司(以下简称"公司" 、"新华都")与香港 理工大学携手开展合作研发专案,共同建设 AI 实验室 (以下简称"实验室")。 现将相关情况公告如下: 一、 合作情况 为了充分整合双方优势资源,进一步提升产学研合作的深度与广度,创造更 加显著的社会价值与经济效益,公司全资子公司香港名饮科技发展有限公司(以 下简称"名饮科技")与香港理工大学于近日签署了合作协议,双方将全力推动 在商业领域 AI 应用方向的技术开发与探索。旨在借助双方的专业能力,研发设 计基于先进的大型多模态人工智能技术的智能体软体(AI Agent),为互联网营 销与消费者行为研究领域提供 ...
拼多多概念涨1.69%,主力资金净流入这些股
Zheng Quan Shi Bao Wang· 2025-05-14 08:44
Group 1 - Pinduoduo concept stocks rose by 1.69%, ranking 10th in the concept sector, with 26 stocks increasing in value [1] - Notable gainers included Jiacheng International, Huizhou Intelligent, and Cross-Border Communication, which hit the daily limit, while Delixi Co., Little Bear Electric, and Worth Buying saw the largest declines [1] - The Pinduoduo concept sector experienced a net inflow of 976 million yuan from main funds, with 17 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan in net inflows [2] Group 2 - The top net inflow stocks included Cross-Border Communication with 445 million yuan, followed by Huizhou Intelligent, Daily Interaction, and Jiacheng International [2] - In terms of net inflow ratios, Haicheng Bangda, *ST Fanli, and Jiacheng International led with 30.50%, 30.49%, and 24.61% respectively [3] - The highest daily increase was seen in Cross-Border Communication at 10.00%, while the lowest was Delixi Co. at -3.12% [4][5]
新 华 都: 关于股东减持股份实施情况的公告
Zheng Quan Zhi Xing· 2025-05-12 14:15
证券代码:002264 证券简称:新华都 公告编号:2025-043 新华都科技股份有限公司 公司股东郭建生先生保证向本公司提供的信息内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 新华都科技股份有限公司(以下简称"公司")于 2025 年 2 月 26 日披露了 《关于股东减持股份预披露公告》(公告编号:2025-014)。自股份减持计划预 披露公告披露之日起 15 个交易日后的 3 个月内,公司董事、董事会秘书郭建生 先生计划以集中竞价方式减持本公司股份不超过 123,600 股(占公司剔除回购专 用 账 户 中 股 份 数 量 后 股 本 的 0.02% ) 。 具 体 内 容 请 详 见 巨 潮 资 讯 网 站 (www.cninfo.com.cn)刊登的公告。 近日,公司收到董事、董事会秘书郭建生先生出具的《关于减持股份实施情 况的告知函》,现将有关情况公告如下: 一、股东减持情况 | 占公司剔除回购专 | | | | | | | | | | --- | --- | --- | --- | --- | --- | -- ...
新 华 都(002264) - 关于股东减持股份实施情况的公告
2025-05-12 13:03
新华都科技股份有限公司 证券代码:002264 证券简称:新华都 公告编号:2025-043 关于股东减持股份实施情况的公告 公司股东郭建生先生保证向本公司提供的信息内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 新华都科技股份有限公司(以下简称"公司")于 2025 年 2 月 26 日披露了 《关于股东减持股份预披露公告》(公告编号:2025-014)。自股份减持计划预 披露公告披露之日起 15 个交易日后的 3 个月内,公司董事、董事会秘书郭建生 先生计划以集中竞价方式减持本公司股份不超过 123,600 股(占公司剔除回购专 用账户中股份数量后股本的 0.02% ) 。具体内容请详见巨潮资讯网站 (www.cninfo.com.cn)刊登的公告。 近日,公司收到董事、董事会秘书郭建生先生出具的《关于减持股份实施情 况的告知函》,现将有关情况公告如下: 一、股东减持情况 1、股东减持股份情况 | 股东名称 | 减持方式 | 减持期间 | | 减持均价 | 减持股数 | 占公司剔除回购专 用账户中股份数量 | 减持价格区间 ...
新特电气:拟3200万元出售全资子公司股权
news flash· 2025-05-12 11:51
新特电气(301120)公告,公司拟出售全资子公司河北新华都(002264)变频变压器有限公司100%股 权给三河高瓴科技有限公司,交易总价款为3200万元。交易完成后,河北新华都将不再纳入公司合并报 表范围。此次交易旨在优化公司资产结构,提高资产运营效率,促进公司高质量发展。交易事项已经公 司第五届董事会第十二次会议审议通过,尚需提交股东大会审议。 ...
赛马概念涨0.28%,主力资金净流入4股
Zheng Quan Shi Bao Wang· 2025-05-09 09:07
Group 1 - The horse racing concept index rose by 0.28%, ranking fifth among concept sectors, with three stocks increasing, including *ST Zhengping which hit the daily limit, and Xinhua Du and Zhujiang Piano which rose by 0.92% and 0.22% respectively [1] - The leading decliners in the horse racing concept sector included Zhongti Industry, Hainan Rubber, and Luoniushan, which fell by 1.10%, 1.07%, and 0.99% respectively [1] Group 2 - The top-performing concept sectors today included the ST sector with a rise of 1.11%, while the storage chip sector saw a decline of 2.67% [2] - The horse racing concept sector had a net outflow of 0.17 million yuan in capital, with *ST Zhengping receiving the highest net inflow of 6.904 million yuan [2] - The net inflow ratios for *ST Zhengping, Xinhua Du, and Zhongmu Co. were 5.13%, 3.43%, and 1.40% respectively [3] Group 3 - The capital flow rankings for the horse racing concept showed *ST Zhengping leading with a daily increase of 4.82% and a turnover rate of 8.05% [3] - Other notable stocks in the horse racing concept included Xinhua Du with a 0.92% increase and a turnover rate of 4.28%, while Zhongmu Co. experienced a decline of 0.87% with a turnover rate of 0.91% [3]