股 票 研 究 证 券 研 究 报 告 | --- | --- | --- | |----------------|---------------------|-------------------| | | | | | [table_Authors | 李沐华 ] ( 分析师 ) | 李博伦 ( 分析师 ) | | | 010-83939797 | 0755-23976516 | | | limuhua@gtjas.com | libolun@gtjas.com | | 登记编号 | S0880519080009 | S0880520020004 | 导读请用一、两句话概括本报告结论。注意写明本报告的核心观点、超预期和差异 化，不应罗列公告数据，描述已知信息。 | --- | --- | --- | |--------------------------------|------------|-------| | [Table_Invest] 评级： | | 增持 | | | 上次评级 : | 增持 | | [Table_Target] 目标价格： | | 26.76 | | | 上次预测 : | 26.7 ...

证券代码:301339 证券简称:通行宝 公告编号:2024-032 江苏通行宝智慧交通科技股份有限公司 2024 年半年度业绩快报 一、2024 年半年度主要财务数据和指标 二、经营业绩和财务状况情况说明 单位:万元 | --- | --- | --- | --- | |------------------------------------------------|------------|---------------|--------------| | 项目 | 本报告期 | 上年同期 | 增减变动幅度 | | 营业总收入 | 32,828.58 | 27,779.52 | 18.18% | | 营业利润 | 11,274.27 | 10,434.86 | 8.04% | | 利润总额 | 12,319.27 | 11,402.26 | 8.04% | | 归属于上市公司股东的净利润 | 10,627.39 | 9,838.98 | 8.01% | | 扣除非经常性损益后的归属于上市公司股东的净利润 | 9,681.50 | 8,963.11 | 8.01% | | 基本每股收益(元) | | 0.2 ...

Financial Data and Key Metrics - The total assets of the top 100 central banks globally exceed $42 trillion, with the US, Japan, and China ranking in the top three [47] - The Federal Reserve's total assets reached $7.48 trillion, with US Treasury securities and MBS accounting for 61.70% and 31.91% of its assets, respectively [53][55] - The Bank of Japan's total assets expanded to 771 trillion yen, with Japanese government bonds contributing over 78% of its assets [34][35] - The European Central Bank's total assets grew to 6.81 trillion euros, with euro-denominated securities and loans to eurozone credit institutions accounting for 67.81% and 5.87% of its assets, respectively [64] - The People's Bank of China's total assets are approximately 43 trillion yuan, with foreign exchange reserves and claims on deposit-taking corporations accounting for 48% and 41% of its assets, respectively [41][67] Business Line Data and Key Metrics - The Federal Reserve's asset portfolio is dominated by US Treasury securities and MBS, which account for 61.70% and 31.91% of its total assets, respectively [53][55] - The Bank of Japan's asset portfolio is heavily concentrated in Japanese government bonds, which make up over 78% of its total assets [34][35] - The European Central Bank's asset portfolio includes significant holdings of euro-denominated securities and loans to eurozone credit institutions, contributing 67.81% and 5.87% of its total assets, respectively [64] - The People's Bank of China's asset portfolio is primarily composed of foreign exchange reserves and claims on deposit-taking corporations, accounting for 48% and 41% of its total assets, respectively [41][67] Market Data and Key Metrics - The global central banking system is highly concentrated, with the top five central banks accounting for $23 trillion in total assets, and the top ten accounting for $30 trillion [47] - The Federal Reserve, Bank of Japan, and People's Bank of China are the top three central banks globally in terms of total assets, with $7.48 trillion, 771 trillion yen, and 43 trillion yuan, respectively [53][55][67] - The European Central Bank's total assets have grown significantly, reaching 6.81 trillion euros, with a notable increase in holdings of euro-denominated securities [64] Company Strategy and Industry Competition - The Federal Reserve has implemented large-scale asset purchase programs, including the purchase of US Treasury securities and MBS, to manage its balance sheet and support the economy [53][55] - The Bank of Japan has adopted quantitative easing policies, including the purchase of Japanese government bonds and other assets, to stimulate inflation and economic growth [34][35] - The European Central Bank has expanded its asset purchase programs, including the purchase of euro-denominated securities and loans to eurozone credit institutions, to support the economy and achieve its inflation target [64] - The People's Bank of China has adjusted its balance sheet to manage foreign exchange reserves and claims on deposit-taking corporations, reflecting its role in maintaining monetary stability [41][67] Management Commentary on Operating Environment and Future Outlook - The Federal Reserve has emphasized the importance of its asset purchase programs in supporting the economy and maintaining financial stability [53][55] - The Bank of Japan has highlighted the role of its quantitative easing policies in achieving its inflation target and supporting economic growth [34][35] - The European Central Bank has noted the effectiveness of its asset purchase programs in supporting the eurozone economy and achieving its inflation target [64] - The People's Bank of China has emphasized the importance of managing foreign exchange reserves and claims on deposit-taking corporations in maintaining monetary stability [41][67] Other Important Information - The global central banking system is characterized by a high degree of concentration, with the top five central banks accounting for a significant portion of total assets [47] - The Federal Reserve, Bank of Japan, and People's Bank of China are the largest central banks globally, with significant influence on global financial markets [53][55][67] - The European Central Bank has played a key role in supporting the eurozone economy through its asset purchase programs and monetary policy measures [64] Summary of Q&A Session - No specific Q&A session content was provided in the documents.

江苏通行宝智慧交通科技股份有限公司2024年第一季度报告 证券代码：301339 证券简称：通行宝 公告编号：2024-014 江苏通行宝智慧交通科技股份有限公司 2024年第一季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第一季度报告是否经过审计 □是 否 ...

证券研究报告 公司快报 ETC 发行业务快速增长，云控平台新产品逐步放量 本报告仅供 Choice 东方财富 使用，请勿传阅。 2024 年 04 月 09 日 通行宝(301339.SZ) 事件概述： 分业务来看，根据年报披露，①智慧交通电子收费业务收入 3.75 亿 元（YoY+24.23%），其中 ETC 发行业务实现营业收入 2.23 亿元 （YoY+28.53%），公司 ETC 发行业务全国领先，2023 年共发展了 ETC 用户 206.79 万个，占当年全国发行数量的 10.17%；累计发展 ETC 用 户约 2,400 万个，用户覆盖区域已遍布全国 30 个省市，用户总量位 居全国前三。"新车前装+二手车交易+设备替换"为 ETC 发行持续带 来增量。另外，电子收费服务营业收入 1.52 亿元（YoY+18.43%），随 着高速公路交通流量的恢复增长，2023 年江苏联网高速公路累计出 口流量 80,325 万辆，日均 220 万辆，公司电子收费服务业务呈现出 快速回升态势。同时，公司加大 ETC 在其他交通领域的应用，已与安 徽、浙江、四川、广东等省份 22 个汽渡运营平台达成合作意向，已 ...

公司报告 | 年报点评报告 业绩快速增长，股权激励彰显公司经营信心 2023 年公司智慧交通电子收费业务收入 3.75 亿元（同比+24.23%），占营 收比重 50.57%：（1）ETC 发行业务用户拓展加速，2023 年收入 2.23 亿元 （同比+28.53%），2023 年公司共发展 ETC 用户 206.79 万个（2022 年为 128 万个），占当年全国发行数量的 10.17%（2022 年占比为 9.3%），累计 发展 ETC 用户约 2,400 万个，用户覆盖区域已遍布全国 30 个省市。（2） 经济复苏带动电子收费业务快速回升，2023 年实现收入 1.52 亿元（同比 +18.43%），2023 年江苏联网高速公路累计出口流量 80,325 万辆，日均 220 万辆，电子收费业务快速回升。公司已与安徽、浙江、四川、广东等省份 22 个汽渡运营平台达成合作意向，已上线 6 个平台并投入运营。 2023 年公司智慧交通运营管理系统业务收入 3.44 亿元（+22.29%），占营 收比重 46.36%：公司智慧交通运营管理系统业务现已覆盖全国 20 个省市 地区，2023 年新增的主要产品及收 ...

证 券 研 究 报 告 公 司 更 新 报 告 [Table_MainInfo] | --- | --- | --- | --- | --- | --- | --- | |-----------------------|------------------------------------|-------|-----------------------------|-------|----------------|----------------| | 2024.04.01 | [Table_OtherInfo] 模型更新时间： | | 财务预测（单位：百万元） | | | | | | [Table_Industry] | | [Table_Forcast] 损益表 | | 2022A | 2023A | | | | | 营业总收入 | | 597 | 742 | | | | | 营业成本 | | 308 | 393 | | | | | 税金及附加 | | 4 | 5 | | | | | 销售费用 | | 80 | 87 | | | | | 管理费用 | | 68 | 73 | | | | | EBIT | ...

江苏通行宝智慧交通科技股份有限公司2023年年度报告全文 江苏通行宝智慧交通科技股份有限公司 2023 年年度报告 ...

江苏通行宝智慧交通科技股份有限公司2023年第三季度报告 证券代码：301339 证券简称：通行宝 公告编号：2023-031 江苏通行宝智慧交通科技股份有限公司 2023 年第三季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、完 整。 3.第三季度报告是否经过审计 □是 否 一、主要财务数据 （一）主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 本报告期比上年同期 年初至报告期末比上 本报告期 年初至报告期末 增减 年同期增减 ...

证券代码:301339 证券简称:通行宝 江苏通行宝智慧交通科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |----------------|------------------------|--------------------------------------------|----------------------| | | | | 编号:2023-003 | | | | 特定对象调研 □分析师会议 | | | 投资者关系活动 | | 媒体采访 □业绩说明会 | | | 类别 | □新闻发布会 | □路演活动 | | | | □现场参观 | | | | | □其他 | (请文字说明其他活动内容) | | | | 参会人员: | | | | | 浙商证券 | 陶韫琦 刘静一; | | | | 嘉实基金 李涛; | | | | | 宝盈基金 倪也; | | | | 参与单位名称及 | 天治基金 陈付佳; | | | | 人员姓名 | 固禾基金 纪双陆; | | | | | 传奇投资 黄成略; | | | | | 旌安投资 | 李泽恺; | | | | 德汇集 ...