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筹码新动向:202股筹码趋向集中
479只股公布截至6月10日最新股东户数,相比上期股东户数下降的有202只,降幅居前的是山水比德、 东山精密、国光连锁等。 投资者除了在定期报告中获得股东信息数据外,还可以在交易所互动平台上通过提问方式了解部分公司 更及时(每月10日、20日、月末)的股东户数信息。以往3期分别有964家、744家、676家公司在互动平 台透露了股东户数,截至发稿,共有479家公司公布了截至6月10日股东户数。 证券时报·数据宝统计显示,共有479只个股公布了6月10日股东户数,与上期(5月31日)相比,股东户 数下降的有202只。其中股东户数降幅超一成的有9只。 股东户数降幅最多的是山水比德,截至6月10日最新股东户数为4744户,较5月31日下降22.00%,筹码 集中以来该股累计下跌1.26%,累计换手率为28.74%,其间主力资金净流入3459.37万元。 其次是东山精密,截至6月10日最新股东户数为79831户,较5月31日下降17.81%,筹码集中以来该股累 计上涨11.68%,累计换手率为35.19%,其间主力资金净流出2.04亿元。 市场表现方面,最新一期筹码集中股6月1日以来平均上涨1.77%,涨幅居前的有涛 ...
山水比德(300844) - 关于完成工商变更登记并换发营业执照的公告
2025-06-13 07:46
证券代码:300844 证券简称:山水比德 公告编号:2025-033 广州山水比德设计股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 一、基本情况介绍 广州山水比德设计股份有限公司(以下简称"公司")分别于 2025 年 4 月 21 日、 2025 年 5 月 12 日召开了第三届董事会第十八次会议、2024 年年度股东大会,审议通过 了《关于变更公司注册地址、注册资本及修订<公司章程>的议案》,具体内容详见公司 于 2025 年 4 月 22 日、2025 年 5 月 12 日在巨潮资讯网(www.cninfo.com.cn)上披露的 相关公告。 公司于 2025 年 5 月 21 日实施完成 2024 年年度权益分派方案,本次实施的权益分派 方案为:以截至 2024 年 12 月 31 日公司总股本 64,640,000 股为基数,以资本公积金向 全体股东每 10 股转增 4 股,本次转增后,公司的总股本增加至 90,496,000 股,注册资 本由人民币 64,640,000 元增加至人民币 90 ...
13只创业板股最新股东户数降逾5%
证券时报·数据宝统计显示,201只创业板股公布了6月10日股东户数,与上期(5月31日)比,股东户数 下降的有69只,其中股东户数降幅超5%的有13只。股东户数环比增长的有105只。 股东户数降幅最多的是山水比德,截至6月10日最新股东户数为4744户,较5月31日下降22.00%,筹码 集中以来该股累计上涨6.45%,累计换手率为25.67%,其间主力资金净流入3057.79万元。 其次是德固特,截至6月10日最新股东户数为13078户,较5月31日下降10.51%,筹码集中以来该股累计 上涨13.27%,累计换手率为86.08%。 博科测试最新股东户数9768户,环比下降7.87%,筹码集中以来股价下跌2.66%,累计换手率为 51.26%。 201只创业板股公布截至6月10日最新股东户数,环比上期,股东户数下降的有69只,降幅超过5%的有 13只。 进一步统计,有22只创业板股筹码呈连续集中的态势,相比之前各期,股东户数连续减少3期以上,股 东户数最多已连降14期。 中建环能最新股东户数为23215户,连续减少14期,累计降幅为19.59%;钧崴电子最新股东户数为 27517户,连续减少9期,累计降幅为 ...
山水比德(300844) - 2025年5月22日投资者关系活动记录表
2025-05-22 12:27
Group 1: Company Performance and Market Position - The company achieved revenue growth in 2024 due to focused market expansion and differentiation strategies, particularly in lower-tier cities [2] - The architectural design and landscaping engineering sectors contributed to the company's revenue structure, marking their first significant income share in 2024 [3] - The concentration of the design industry has increased, with a higher demand for comprehensive design capabilities from national firms [3] Group 2: Business Development and Strategic Partnerships - The company plans to expand its business into digital technology, land management, urban renewal, and project operations while solidifying its core landscape design business [3] - Collaboration with Rokid has been upgraded, focusing on integrating design and culture with smart technology [4] - The company aims to enhance its competitive edge through strategic partnerships that align with its core business and promote resource integration [3] Group 3: Financial Management and Risk Mitigation - As of the end of 2024, 72% of accounts receivable are from private real estate companies, with 24% from state-owned enterprises [5] - The company has established a special collection mechanism, optimizing the bad debt provision ratio to 46%, a 5% decrease year-on-year [5] - To mitigate risks, the company focuses on selecting high-quality clients and enhancing accounts receivable management [5] Group 4: Urban Renewal and Future Goals - Urban renewal is a key focus, with projects in major cities like Beijing and Guangzhou aimed at improving cultural districts and public spaces [6] - The company has set ambitious performance targets for 2025, aiming for a revenue growth rate of at least 21% from a 2023 base of CNY 333 million and a net profit of no less than CNY 15 million [7] - Future strategies include a shift towards integrated service models and international market expansion to drive growth [8]
山水比德20250521
2025-05-21 15:14
Summary of the Conference Call for Shanshui Bide Company Overview - Shanshui Bide was established in 2007 and is headquartered in Guangzhou, with over 1,000 employees and operations in 21 cities across China, completing over 5,000 projects [3][20] - The company is a comprehensive planning and design platform with qualifications in urban planning, architecture, and landscape architecture, primarily serving government and real estate developers [3][20] Financial Performance - In 2024, Shanshui Bide reported revenue of 459 million yuan, a year-on-year increase of 7%, and a net profit of 28.62 million yuan, up 126.42%, marking a turnaround from losses [2][5] - The improvement in financial performance is attributed to revenue growth, increased gross margins, cost reduction measures, and enhanced accounts receivable management [2][5] Product and Technology Development - The newly established Shanshui Digital Technology Company launched four product systems covering the entire landscape design process: CAD for preliminary analysis, AI drawing for planning, rapid BIM for modeling, and i-modeling BIM for construction [2][6] - The company is exploring collaboration with Roki in the field of smart terminal integration, aiming to combine digital products with hardware for project site surveys and AI collaboration [2][8] Strategic Goals and Future Plans - The company aims for a revenue growth rate of no less than 21% in 2025, based on a 2023 revenue of 333 million yuan, and a net profit target of at least 15 million yuan [2][10] - To achieve these goals, Shanshui Bide plans to solidify its core landscape design business, expand into lower-tier cities, optimize its business structure, and enhance accounts receivable management [2][11][12] Market and Business Structure - The company currently derives a small portion of its revenue from urban renewal projects, with design-related income of approximately 3 million yuan in 2024 [4][13] - Shanshui Bide's business model primarily involves providing comprehensive design solutions, with a focus on quality and customer satisfaction [3][20] Competitive Advantages - Shanshui Bide possesses significant advantages in talent, brand reputation, customer resources, and innovation capabilities, with 88% of its employees holding bachelor's degrees or higher [20] - The company invests approximately 33 million yuan annually in R&D to enhance production efficiency and customer satisfaction [20] Industry Dynamics - The landscape design industry is experiencing a shift, with increasing participation from state-owned enterprises in urban renewal projects, while private enterprises' involvement has decreased [23] - The company has seen a doubling of revenue in North and Northwest regions, attributed to policy shifts and increased demand for landscape services, while revenue in the South has declined due to reduced real estate investment [27] Collaboration and Partnerships - Shanshui Bide is in discussions with Roki and Lockheed for potential collaborations, focusing on digital technology and urban renewal [7][19] - The company has established a strong client base, including major state-owned and private enterprises, ensuring a diversified revenue stream [24][25] Conclusion - Shanshui Bide is positioned for growth with a clear strategy to enhance its core business, leverage technology, and expand into new markets while maintaining a focus on innovation and quality service delivery [2][10][20]
山水比德(300844) - 2025年5月21日投资者关系活动记录表
2025-05-21 11:11
Group 1: Financial Performance - The company achieved a turnaround in 2024, with a revenue increase of 37.84% compared to the previous year, while costs only rose by 7.7%, leading to a nearly 14 percentage point increase in gross margin [2][3] - The company reported a credit impairment loss of 49.83 million yuan, a decrease of 34.3% year-on-year, due to improved accounts receivable management [3] - The 2025 performance targets include a revenue growth rate of no less than 21% from the 2023 revenue base of 333 million yuan and a net profit of at least 15 million yuan [2] Group 2: Business Strategy - The company focuses on market expansion by targeting lower-tier cities and optimizing its business structure through differentiated competition [2] - Future investments will be driven by mergers and acquisitions, emphasizing synergy with core business and enhancing competitiveness [4][5] - The company aims to strengthen its urban renewal projects in major cities, aligning with national policies on new urbanization [3] Group 3: Competitive Advantages - The company boasts a high-quality design team of 1,069 employees, led by a prominent industry figure, enhancing its talent advantage [6] - It has established a strong brand presence in landscape design, recognized for its quality and service [6][7] - The company maintains robust relationships with local governments and leading real estate developers, enhancing its client advantage [6][7] - Innovation is a key driver for the company, with a focus on R&D aligned with market needs [7]
478家公司公布最新股东户数
478只股公布截至5月10日最新股东户数,相比上期股东户数下降的有177只,降幅居前的是*ST声迅、 金杨股份、恒勃股份等。 投资者除了在定期报告中获得股东信息数据外,还可以在交易所互动平台上通过提问方式了解部分公司 更及时(每月10日、20日、月末)的股东户数信息。以往3期分别有578家、963家、920家公司在互动平 台透露了股东户数,截至发稿,共有478家公司公布了截至5月10日股东户数。 上期筹码集中股回测:62%跑赢沪指 证券时报·数据宝对上一期(4月30日)筹码集中股监测显示,这些股4月21日以来平均上涨6.28%,走势强 于同期沪指表现(上涨3.18%),其中,62%的筹码集中股相对大盘获超额收益。 上期股东户数降逾一成个股中,山水比德涨幅最高,4月21日以来累计上涨48.16%,涨幅居前的还有 *ST和科、中超控股等。 6股最新股东户数降逾一成 市场表现方面,最新一期筹码集中股5月1日以来平均上涨4.38%,涨幅居前的有*ST和科、*ST兰黄、保 税科技等,分别上涨36.11%、25.45%、19.60%。所属行业来看,筹码集中股中机械设备、医药生物、 基础化工等行业最为集中,分别有16只、1 ...
山水比德(300844) - 投资者关系活动记录表
2025-05-15 09:42
Financial Performance - The company achieved operating revenue of 459.26 million yuan in 2024, a year-on-year increase of 37.84% [2] - Net profit attributable to shareholders was 28.62 million yuan, up 126.42% year-on-year [3] - Net profit excluding non-recurring gains and losses was 12.09 million yuan, a 109.09% increase year-on-year [3] Business Structure and Strategy - The company has gradually reduced the proportion of community landscape design business from 82.23% in 2021 to 71.97% in 2024, while introducing architectural design and engineering contracting services [2][4] - The company aims to enhance its market share by expanding into lower-tier cities and implementing differentiated competition strategies [2] Cost Management and Efficiency - Revenue growth of 37.84% was achieved with a cost increase of only 7.7%, resulting in a gross margin improvement of nearly 14 percentage points [3] - The company reduced credit impairment losses by 34.3%, amounting to 49.83 million yuan, through stricter accounts receivable management [3] Future Business Development - The company plans to increase the revenue share of municipal and cultural tourism businesses, which are currently underdeveloped [4] - The EPC (Engineering, Procurement, and Construction) business generated 18.86 million yuan, accounting for 4.11% of total revenue [5] Digital Transformation and Technology - The company has developed a digital design software matrix, including "Shanshui Zhijing 3.0," which integrates AI tools to enhance design efficiency [5][6] - The company holds 74 software copyrights but has yet to generate significant revenue from digital technology [6] ESG and Sustainability Initiatives - The company has implemented technologies in low-carbon communities that enhance carbon sequestration by 20%-30% [6] - An ESG working group has been established to integrate ESG principles into strategic planning and daily operations [6]
山水比德: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-05-14 11:09
Group 1 - The company has approved the 2024 annual profit distribution and capital reserve transfer plan at the shareholders' meeting held on May 12, 2025, with no cash dividends or bonus shares being distributed [1][2] - The profit distribution plan involves increasing the total share capital from 64,640,000 shares to 90,496,000 shares, with a distribution ratio of 4 new shares for every 10 shares held [2][3] - The record date for the equity distribution is set for May 20, 2025, and the ex-rights date is May 21, 2025 [2][3] Group 2 - The equity distribution will be directly credited to shareholders' securities accounts on May 21, 2025, with fractional shares being allocated based on a specific sorting method [2][3] - The total share capital after the distribution will consist of 90,496,000 shares, with the increase attributed to the capital reserve transfer [3] - The company will adjust the distribution total if there are changes in share capital due to stock options, convertible bonds, or share buybacks before the implementation of the distribution [1][2]
山水比德(300844) - 2024年年度权益分派实施公告
2025-05-14 11:00
证券代码:300844 证券简称:山水比德 公告编号:2025-032 广州山水比德设计股份有限公司 2024 年年度权益分派实施公告 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。 广州山水比德设计股份有限公司(以下简称"公司")2024 年年度权益分派方案 已获 2025 年 5 月 12 日召开的 2024 年年度股东大会审议通过,现将权益分派事宜公告 如下: 一、股东大会审议通过利润分配及资本公积金转增股本方案的情况 公司于 2025 年 5 月 12 日召开 2024 年年度股东大会,审议通过了《关于 2024 年度 利润分配及资本公积金转增股本方案的议案》,具体利润分配方案如下:以公司总股本 64,640,000 股为基数,以资本公积金向全体股东每 10 股转增 4 股,本次转增后,公司 的总股本增加至 90,496,000 股(最终准确数量以中国证券登记结算有限责任公司深圳 分公司实际登记确认的数量为准)(以下简称"中国结算深圳分公司"),不送红股, 不派发现金红利。若在本次利润分配方案公布后至权益分派实施前,公司股本因股权激 励行权、可转债转股、 ...