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新股前瞻|卓创资讯:高利润率优势凸显 行业增速超10%数据资产价值有望重估
智通财经网· 2025-12-02 06:04
Core Viewpoint - Shandong Zhaochuang Information Co., Ltd. (Zhaochuang Information) is seeking to list on the Hong Kong Stock Exchange, having established itself as a leading provider of commodity information services in China, with a market share of 10.6% in the industry and ranking first in the energy commodity sector [1][2]. Company Overview - Zhaochuang Information operates across 25 commodity sectors, utilizing over 120,000 information sources to build a substantial data asset [2]. - The company offers various services, including information services, digital services, consulting, and exhibition services, with information services being the core business [2]. Financial Performance - The company's revenue growth has been modest, with a 7.7% increase from RMB 273 million in FY2022 to RMB 294 million in FY2024, reflecting a compound annual growth rate of less than 4% [3][4]. - In the first eight months of 2025, the company reported revenue of RMB 229 million, a year-on-year increase of 4.7% [3][4]. - Net profit figures for 2022, 2023, and 2024 were RMB 58.4 million, RMB 52.1 million, and RMB 70.5 million, respectively, with a notable rebound in 2024 after a decline in 2023 [4][5]. Profitability Metrics - The company maintains a high gross margin, with rates of 65.8%, 59.9%, 65.6%, and 62.6% from 2022 to the first eight months of 2025 [5][6]. - The decline in gross margin in 2023 was attributed to increased sales costs, which rose from 34.2% in 2022 to 40.1% [5]. - The net profit margin for 2022, 2023, and 2024 was 21.4%, 18.4%, and 23.9%, respectively, indicating strong profitability despite fluctuations [6]. Industry Outlook - The Chinese commodity information services market is projected to grow from RMB 2.5 billion in 2024 to RMB 4.1 billion by 2029, with a compound annual growth rate of 10.7%, significantly higher than the global growth rate of 5.4% [7]. - The industry is transitioning from basic price reporting to in-depth market insights and data intelligence services, driven by digitalization and risk management needs [7]. Competitive Position - Despite the favorable market conditions, Zhaochuang Information's revenue growth of approximately 3-4% lags behind the industry average of 10.7%, indicating challenges in capturing new market share [9]. - The company is positioned at a critical juncture, needing to deepen its data intelligence services and expand into international markets to enhance growth potential [9].
卓创资讯:12月豆粕市场驱动因素梳理
Xin Lang Cai Jing· 2025-12-02 03:28
供应预期:原料大豆供应呈现季节性回落。原料方面,根据卓创资讯对大豆到港预估以及国内压榨企业 开停机情况调研显示12月-次年2月大豆到港预计分别为864万吨、650万吨、450万吨,大豆到港预期逐 步收紧。12-1月局部地区部分工厂均有停机计划,预计届时国内供应或呈现下滑趋势,生产企业原料大 豆及豆粕库存将呈现较为明显的去库趋势,对现货价格带来一定利好支撑。 国际市场:美豆面临出口压力,关注中国采购力度。根据美国农业部数据显示,自10月30日以来,中国 已累计采购超过300万吨美国大豆,约占本年度1200万吨进口预期的30%。美豆市场对需求前景保持谨 慎乐观态度,支撑美豆期价高位震荡运行,对国内豆粕价格影响偏中性。未来市场继续关注中国采购美 国大豆的进展。 需求预期:需求端保持偏高水平。下游养殖生猪养殖存栏处于高位水平,进入12月,随着气温下降,生 猪增重速度或加快,同时陆续进入大猪需求最旺季,共同支撑饲料需求,预计12月猪料销量或继续增 加,支撑豆粕消费量保持高位水平运行。 综上所述,进入12月,供应端有所收紧,需求端相对平稳,市场宽松格局有所收敛预计对豆粕价格带来 一定上行动力,但供应端仍处于偏高水平导致豆 ...
卓创资讯涨1.14%,成交额4334.12万元,近5日主力净流入-367.06万
Xin Lang Cai Jing· 2025-12-01 10:18
数据要素+鸿蒙概念+DeepSeek概念+期货概念+AIGC概念 1、据2022年年报:公司是国内领先的大宗商品信息服务企业,是专注于大宗商品市场数据监测、交易 价格评估及行业数据分析、行业深度研究的专业服务提供商。通过采集大宗商品交易相关数据和信息, 经过集中处理、深度挖掘和全面分析,制作出契合客户需求的信息和数据产品。 2、2024年9月27日互动易回复:公司目前已经开发了鸿蒙版卓创资讯APP和卓创短讯APP,上述应用程 序预计将于近期上线应用市场。 3、2025年02月18日官微:近日,作为领先的大宗商品信息服务商,卓创资讯凭借在技术领域的前瞻性 布局和资源投入,完成DeepSeek系列大模型的本地化部署,成功实现从技术引入到落地应用。 来源:新浪证券-红岸工作室 12月1日,卓创资讯涨1.14%,成交额4334.12万元,换手率1.35%,总市值34.41亿元。 异动分析 4、2023年7月27日互动易回复:公司红桃3期货端是公司开发的大数据软件客户 端之一,主要针对大宗 商品期货相关产品基本面数据分析,为期货参与者提供相关资讯服务。 5、2023年年报:公司已推出卓创资讯 AI 平台及信息自动化生产 ...
卓创资讯递表港交所 位列中国大宗商品信息服务行业第二
Zhi Tong Cai Jing· 2025-12-01 05:22
Core Viewpoint - Shandong Zhaochuang Information Co., Ltd. (Zhaochuang Information) has submitted an application for listing on the Hong Kong Stock Exchange, with Ping An Securities (Hong Kong) as its sole sponsor [1]. Company Overview - Zhaochuang Information is a comprehensive commodity information service provider in China, focusing on market data monitoring, price assessment, and market research analysis across multiple categories of bulk commodities [3]. - The company operates in 25 bulk commodity sectors, leveraging over 120,000 global information sources to create structured data assets [3]. - Zhaochuang Information offers over 800 comprehensive and vertical industry research pages, covering approximately 1,200 types of bulk commodities and publishing around 95 industry indices [3]. Business Model - The company primarily operates on an annual subscription model, providing market data and detailed analysis to support client decision-making [4]. - According to Zhaochuang's consulting data, it ranks second in China's bulk commodity information service industry with a market share of 10.6% as of 2024, and holds the top position in the energy commodity sector [4]. Financial Performance - Revenue for Zhaochuang Information in the fiscal years 2022, 2023, 2024, and the first eight months of 2025 was approximately CNY 273 million, CNY 284 million, CNY 294 million, and CNY 229 million respectively [6]. - The company's profit for the same periods was approximately CNY 58.4 million, CNY 52.1 million, CNY 70.5 million, and CNY 45.2 million [7]. - Gross profit margins for the fiscal years 2022, 2023, 2024, and the first eight months of 2025 were 65.8%, 59.9%, 65.6%, and 62.6% respectively [9]. Industry Insights - The global bulk commodity information service market is projected to grow from CNY 33.7 billion in 2020 to CNY 41.2 billion by 2024, with a compound annual growth rate (CAGR) of 5.2% [15]. - The Chinese bulk commodity information service market is expected to expand from CNY 1.7 billion in 2020 to CNY 2.5 billion by 2024, with a CAGR of 10.2% [17]. - The market is characterized by a growing demand for data intelligence services, driven by advancements in technology and the need for digital transformation in enterprises [17].
12月1日早间重要公告一览
Xi Niu Cai Jing· 2025-12-01 05:11
Group 1 - Daqian Ecological announced the resignation of Chairman Zhang Yuan due to personal reasons, affecting his roles in the board and strategic committee [1] - Daqian Ecological, established in October 1988, focuses on urban renewal, rural revitalization, and ecological restoration [1] Group 2 - Haili Biological plans to use up to 500 million yuan of idle funds to invest in financial products issued by banks, brokers, trusts, and fund companies [1] - Haili Biological, founded in July 1981, specializes in in vitro diagnostic reagents and oral tissue repair and regeneration materials [1] Group 3 - Xianglou New Materials' application for a private placement of shares has been accepted by the Shenzhen Stock Exchange [2] - Xianglou New Materials, established in December 2005, is engaged in the research, production, and sales of customized precision stamping new materials [3] Group 4 - Zhuochuang Information has submitted an application for H-share listing to the Hong Kong Stock Exchange [4] - Zhuochuang Information, founded in April 2004, provides market data monitoring, trading price evaluation, industry data analysis, and research [4] Group 5 - Zhongwei Company plans to reduce its shareholding by up to 626,150 shares, representing 1% of the total share capital [5] - Zhongwei Company, established in May 2004, focuses on the research, production, and sales of high-end semiconductor equipment and related products [5] Group 6 - Jiarong Technology intends to raise up to 1 billion yuan through a private placement to acquire 100% of Hangzhou Lanran [6] - Jiarong Technology, founded in February 2005, specializes in membrane separation equipment and high-performance membrane components [6] Group 7 - Dameng Data's director and general manager Pi Yu has had his detention lifted by the local supervisory committee [7] - Dameng Data, established in November 2000, provides various database software, cloud computing, big data products, and related technical services [7] Group 8 - Huayang Co. has launched a 200-ton annual production project for high-performance carbon fiber [8] - Huayang Co., founded in December 1999, is involved in coal production, power generation, and renewable energy technologies [8] Group 9 - Saintno Biological's executives plan to collectively reduce their holdings by up to 37,600 shares, which is 0.024% of the total share capital [9] - Saintno Biological, established in July 2001, focuses on the research, production, and sales of peptide raw materials and formulations [9] Group 10 - *ST Dongyi is in the process of signing a comprehensive technical service agreement worth 635 million yuan [10] - *ST Dongyi, founded in November 1996, provides comprehensive home decoration services [11] Group 11 - Jiangxi Copper is attempting to acquire all shares of London-listed SolGold, with a recent offer of 26 pence per share [12] - Jiangxi Copper, established in January 1997, specializes in copper and gold mining, smelting, and processing [12] Group 12 - China Shenhua's subsidiary has successfully completed a 168-hour trial run of its power generation unit [13] - China Shenhua, founded in November 2004, is involved in coal and electricity production and sales [13] Group 13 - Baile Tianheng's subsidiary has received a milestone payment of 250 million USD from BMS [14] - Baile Tianheng, established in August 2006, focuses on innovative biopharmaceuticals and chemical preparations [14] Group 14 - Yulide's directors plan to reduce their holdings by up to 35,000 shares, representing 0.0313% of the total share capital [15] - Yulide, founded in December 2003, specializes in the research, production, and sales of testing and measuring instruments [15] Group 15 - Aters plans to establish joint ventures with its controlling shareholder to adjust its U.S. market operations [15] - Aters, established in April 2006, focuses on lithium-ion battery separator products and sterile packaging [15] Group 16 - Enjie Co. is planning to acquire 100% of Zhongke Hualian's shares, leading to a stock suspension [16] - Enjie Co., founded in April 2006, specializes in lithium-ion battery separator products and sterile packaging [16] Group 17 - ST Tianrui's controlling shareholder is planning a change in company control, resulting in a stock suspension [16] - ST Tianrui, established in July 2006, focuses on analytical testing instruments and environmental governance [17]
新股消息 | 卓创资讯递表港交所 位列中国大宗商品信息服务行业第二
智通财经网· 2025-12-01 03:49
Core Viewpoint - Shandong Zhaochuang Information Co., Ltd. (referred to as Zhaochuang Information) has submitted an application for listing on the Hong Kong Stock Exchange, with Ping An Securities (Hong Kong) as its sole sponsor [1]. Company Overview - Zhaochuang Information is a comprehensive commodity information service provider in China, focusing on market data monitoring, price assessment, and market research analysis across multiple categories of bulk commodities [3]. - The company operates in 25 bulk commodity sectors, leveraging over 120,000 global information sources to create structured data assets [3]. - Zhaochuang Information offers over 800 comprehensive and vertical industry research pages, covering approximately 1,200 types of bulk commodities and publishing around 95 industry indices [3]. Business Model - The company primarily operates on an annual subscription model, providing market data and detailed analysis to support client decision-making [4]. - According to Zhaochuang's consulting data, it ranks second in China's bulk commodity information service industry with a market share of 10.6% as of 2024, and holds the leading position in the energy commodity sector [4]. Financial Performance - Revenue for Zhaochuang Information in the fiscal years 2022, 2023, 2024, and the first eight months of 2025 was approximately RMB 273 million, RMB 284 million, RMB 294 million, and RMB 229 million respectively [6]. - The company's profit for the same periods was approximately RMB 58.4 million, RMB 52.1 million, RMB 70.5 million, and RMB 45.2 million [7]. - The gross profit margin for the fiscal years 2022, 2023, 2024, and the first eight months of 2025 was 65.8%, 59.9%, 65.6%, and 62.6% respectively [9]. Industry Insights - The global bulk commodity information service market has shown stable growth, increasing from RMB 33.7 billion in 2020 to RMB 41.2 billion in 2024, with a compound annual growth rate (CAGR) of 5.2% [15]. - The Chinese bulk commodity information service market is expected to grow from RMB 1.7 billion in 2020 to RMB 2.5 billion in 2024, with a CAGR of 10.2% [17]. - The market is characterized by an acceleration in overall expansion and continuous optimization of its structure, with data intelligence services driving significant growth [17].
新股消息 | 卓创资讯(301299.SZ)递表港交所 位列中国大宗商品信息服务行业第二
智通财经网· 2025-12-01 03:48
Core Viewpoint - Shandong Zhaochuang Information Co., Ltd. (referred to as Zhaochuang Information) has submitted an application for listing on the Hong Kong Stock Exchange, with Ping An Securities (Hong Kong) as its sole sponsor [1]. Company Overview - Zhaochuang Information is a comprehensive commodity information service provider in China, focusing on market data monitoring, price assessment, and market research analysis across multiple categories of bulk commodities [3]. - The company operates in 25 bulk commodity sectors, leveraging over 120,000 global information sources to build a scalable and structured data asset [3]. - Zhaochuang Information offers over 800 comprehensive and vertical industry research pages, covering approximately 1,200 types of bulk commodities and publishing around 95 industry indices [3]. Business Model - The core business of Zhaochuang Information is information services, which include comprehensive data and insights on market prices, industry data, market analysis, and industry trends [4]. - The company primarily operates on an annual subscription model, providing market data and detailed analysis to support client decision-making [4]. Market Position - According to Zhaochuang Information's prospectus, it ranks second in China's bulk commodity information service industry with a market share of 10.6% as of 2024 [4]. - The company holds the leading position in the energy commodity sector, which includes oil, natural gas, and chemical products [4]. Financial Performance - Revenue for Zhaochuang Information in the fiscal years 2022, 2023, 2024, and the first eight months of 2025 was approximately CNY 273 million, CNY 284 million, CNY 294 million, and CNY 229 million, respectively [5]. - The company's profit for the same periods was approximately CNY 58.4 million, CNY 52.1 million, CNY 70.5 million, and CNY 45.2 million [6]. - The gross profit margin for the fiscal years 2022, 2023, 2024, and the first eight months of 2025 was 65.8%, 59.9%, 65.6%, and 62.6%, respectively [8]. Industry Insights - The global bulk commodity information service market is projected to grow from CNY 33.7 billion in 2020 to CNY 41.2 billion by 2024, with a compound annual growth rate (CAGR) of 5.2% [14]. - The Chinese bulk commodity information service market is expected to expand from CNY 1.7 billion in 2020 to CNY 2.5 billion by 2024, with a CAGR of 10.2% [16]. - The market is characterized by an acceleration in overall expansion and continuous optimization of its structure, with data intelligence services being a major growth driver [16].
卓创资讯递表港交所 平安证券(香港)为独家保荐人
Core Viewpoint - ZhuoChuang Information (301299) has submitted an application to list on the main board of the Hong Kong Stock Exchange, with Ping An Securities (Hong Kong) as the sole sponsor [1] Group 1: Company Overview - ZhuoChuang Information is a leading provider of comprehensive commodity information services in China, focusing on market data monitoring, price assessment, and market research analysis for various categories of bulk commodities [1] - According to Frost & Sullivan, ZhuoChuang ranks second in the Chinese commodity information services industry by revenue in 2024, holding a market share of 10.6% [1] - The company is ranked first in the energy commodity sector [1]
山东卓创资讯股份有限公司 关于向香港联交所递交H股发行上市 申请并刊发申请资料的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:301299 证券简称:卓创资讯 公告编号:2025-059 山东卓创资讯股份有限公司 关于向香港联交所递交H股发行上市 申请并刊发申请资料的公告 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。 山东卓创资讯股份有限公司(以下简称"公司")已于2025年11月28日向香港联合交易所有限公司(以下 简称"香港联交所")递交发行境外上市股份(H股)并在香港联交所主板挂牌上市(以下简称"本次发 行并上市")的申请,并于同日在香港联交所网站上刊登本次发行并上市的申请资料。该申请资料为公 司按照香港证券及期货事务监察委员会(以下简称"香港证监会")及香港联交所的要求编制和刊发,为 草拟版本,所载资料可能会适时作出更新和修订。 鉴于本次发行并上市的认购对象仅限于符合相关条件的境外投资者及依据中国相关法律法规有权进行境 外证券投资的境内合格投资者,公司将不会在境内证券交易所的网站和符合境内监管机构规定条件的媒 体上刊登该申请资料,但为使境内投资者及时了解该等申请资料披露的本次发行并上市以及公司的其他 相关信息,现提 ...
卓创资讯、车联天下、龙丰集团递表港交所;轻松健康通过港交所聆讯丨港交所早参
Mei Ri Jing Ji Xin Wen· 2025-11-30 18:01
Group 1: Company Listings - Zhuochuang Information has submitted a listing application to the Hong Kong Stock Exchange, aiming to enhance its global strategy and international influence as a leading provider of commodity information services in China, holding a market share of 10.6% in the industry [1] - Cheliantianxia has also filed for a listing on the Hong Kong Stock Exchange, positioning itself as a leader in automotive E/E architecture with a second-place ranking in the smart cockpit domain in China, which will support its technology iteration and customer expansion [2] - Longfeng Group has submitted its application to the Hong Kong Stock Exchange, recognized as the largest pharmaceutical retailer in Hong Kong with a market share of 5.2%, aiming to capitalize on the recovery of tourism retail in the region [3] - Qingsong Health has passed the listing hearing on the Hong Kong Stock Exchange and is preparing for its IPO, focusing on AI-driven health management tools, which aligns with the digital health trend [4] Group 2: Market Performance - The Hang Seng Index closed at 25,858.89, down by 0.34% on November 28 [5] - The Hang Seng Tech Index saw a slight increase of 0.02%, closing at 5,599.11 [5] - The National Enterprises Index decreased by 0.38%, ending at 9,130.18 [5]