Qudian(QD)

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Qudian: The Path Forward Has Become Clearer (NYSE:QD)
Seeking Alpha· 2025-10-10 12:51
Qudian (NYSE: QD ), a consumer-oriented technology company, has moved forward in recent months by taking decisive action on some issues that needed to be addressed. For instance, QD has lowered the curtains on the last-mile delivery business, which servedWelcome to my author's site. As an avid follower of SeekingAlpha, I take great interest in articles posted as the subject matter is often something that appeals to me. However, I will sometimes encounter an article that I might not agree with. My purpose is ...
清仓式减持?这家金控出手!
券商中国· 2025-09-29 08:39
趣店的注册地为开曼群岛,董事会主席为罗敏。国盛金控通过全资子公司国盛香港持有趣店1267万股股票,持 股比例约为7.87%。截至3月31日,持股5%以上的股东除国盛香港外,还有罗敏(持股40.2%)。 QD经审计的2024年总资产为124.64亿元,总负债为11.73亿元,净资产为112.91亿元,营业总收入2.16亿元,净 利润为0.92亿元。未经审计的2025年半年度总资产为127.5亿元,总负债为11.7亿元,净资产为115.79亿元。 国盛金控表示,本次处置参股公司股权(股票)有利于提高资产使用效率,集中资源发展主业,以及有效规避 证券可能的市场投资风险,不存在损害公司及全体股东特别是中小股东利益的情形。本次处置股权资产的具体 收益情况受实际出售股数和出售价格影响,公司将根据《企业会计准则》等有关规定进行会计处理,实际影响 以审计机构审计后的数据为准。 公告称,本次拟处置股权资产事项的实施尚存在不确定性,后续公司将根据出售参股公司股权的进展情况,按 规定及时履行信息披露义务。 近日,国盛金控公告称,拟适时处置所持有的趣店股票不超过1267万股,持股比例约为7.87%。国盛金控若 清仓趣店股票,将回收人 ...
国盛金控:拟适时处置参股公司趣店的股权
Ge Long Hui· 2025-09-26 13:10
格隆汇9月26日丨国盛金控(002670.SZ)公布,为提高资产使用效率,公司于2025年9月26日召开第四届 董事会第五十一次会议,审议通过了《关于适时处置参股公司股权的议案》,同意适时处置参股公司趣 店的股权,并授权公司经理层在合法合规的前提下,根据股票市场行情通过美国纽交所允许的交易方式 择机出售持有的趣店股票,授权期限为董事会审议通过之日起12个月,授权经理层的事项包括但不限于 确定交易方式、交易时机、交易价格、交易数量、签署相关交易文件等。公司将适时处置所持有的1267 万股QudianInc.(简称"趣店"或"QD")股票。 ...
国盛金控(002670.SZ):拟适时处置参股公司趣店的股权
Ge Long Hui A P P· 2025-09-26 12:40
格隆汇9月26日丨国盛金控(002670.SZ)公布,为提高资产使用效率,公司于2025年9月26日召开第四届 董事会第五十一次会议,审议通过了《关于适时处置参股公司股权的议案》,同意适时处置参股公司趣 店的股权,并授权公司经理层在合法合规的前提下,根据股票市场行情通过美国纽交所允许的交易方式 择机出售持有的趣店股票,授权期限为董事会审议通过之日起12个月,授权经理层的事项包括但不限于 确定交易方式、交易时机、交易价格、交易数量、签署相关交易文件等。公司将适时处置所持有的1267 万股QudianInc.(简称"趣店"或"QD")股票。 ...
趣店二季度营收暴跌超9成 主业“归零”盈利全靠资本操作
Xi Niu Cai Jing· 2025-09-05 09:44
Core Viewpoint - Qudian (NYSE: QD) reported a significant decline in revenue for Q2 2025, with operating income dropping to 3.49 million yuan, a 93.5% year-over-year decrease, while net profit attributable to shareholders surged to 311.8 million yuan, a 213% increase year-over-year [2] Revenue Performance - The revenue of 3.49 million yuan in Q2 2025 represents a drastic decline from 53.3 million yuan in the same period last year [2] - The company attributed the revenue drop to intensified industry competition, leading to a substantial decrease in sales from its last-mile delivery business, which the company has decided to gradually shut down [2] Business Transformation - Qudian has transitioned from a company originally focused on campus loans to a "cash shell" with no core business, following multiple rounds of transformation including ventures into car financing, prepared food, and cross-border e-commerce [2] - The company currently holds over 5.6 billion yuan in cash reserves, including 4.8 billion yuan in cash and cash equivalents and approximately 800 million yuan in restricted cash [2] Profitability Sources - Despite the near-zero revenue from its main business, Qudian achieved significant profit growth due to strong cash flow, with net interest and investment income reaching several hundred million yuan, becoming the primary source of net profit [2] Investment Strategy - Qudian appears to be attempting to replicate Warren Buffett's early "cigar butt" investment strategy by leveraging its substantial cash reserves for investments and buybacks to return value to shareholders [2] - The sustainability of this profit model remains uncertain in the absence of a core business to support it [2]
二季度营收同比暴跌93%!趣店转型路漫漫
Shen Zhen Shang Bao· 2025-09-03 22:48
Core Viewpoint - The company is experiencing a decline in revenue due to intensified industry competition, leading to a decision to gradually reduce its last-mile delivery business, aligning with its commitment to sustainable growth and shareholder value [2] Group 1: Financial Performance - In Q2 2025, the company's net interest and investment income increased by 392.3% year-on-year to 440.5 million yuan [2] - The company reported an operating loss of 113.9 million yuan in Q2, compared to a loss of 57.4 million yuan in the same period last year, attributed to the gradual reduction of business and increased depreciation and property tax expenses [3] - The company's cash and cash equivalents stood at 4.029 billion yuan as of June 30 [2] Group 2: Business Strategy and Operations - The company has decided to gradually reduce its last-mile delivery business due to decreased sales revenue from this segment [2] - Research and development expenses decreased by 25.5% year-on-year to 11.3 million yuan, attributed to a reduction in employee numbers and corresponding salary cuts [3] - The company aims to continue its commitment to business transformation while maintaining cautious cash management [2] Group 3: Historical Context and Market Position - The company was founded in 2014 and went public on the New York Stock Exchange in 2017, focusing on empowering financial institutions through technology [2] - The company's stock price has significantly declined, dropping nearly 90% from its peak of $35.45 per share in 2017 to a recent closing price of $4.66 per share, with a total market capitalization of $769 million [3]
多只中概股,大涨!
Zheng Quan Shi Bao· 2025-08-27 00:05
Market Performance - The US stock market indices collectively rose, with the Dow Jones Industrial Average up by 0.3%, the S&P 500 up by 0.41%, and the Nasdaq Composite up by 0.44% [2][4] - Major technology stocks mostly increased, with Tesla and Nvidia both rising over 1%, while Apple increased nearly 1% [5] - Bank stocks saw a collective rise, with JPMorgan, Goldman Sachs, Bank of America, and Wells Fargo all up over 1% [6] Chinese Concept Stocks - Chinese concept stocks performed strongly, with the Nasdaq Golden Dragon China Index rising by 0.73% [10] - Notable individual performances included Hesai Technology surging over 14%, NIO rising over 10%, and Xpeng Motors increasing over 5% [11][14] - Other Chinese stocks like Douyu and Pinduoduo experienced declines, with Douyu down over 8% [14] Oil Market - International oil prices saw a significant decline, with both NYMEX WTI and ICE Brent crude dropping over 2% [15][16] - Domestic oil prices in China are set to decrease, with gasoline and diesel prices lowered by 180 yuan and 175 yuan per ton, respectively, effective from August 26, 2025 [16]
多只中概股,大涨!
证券时报· 2025-08-26 23:59
Core Viewpoint - The article highlights the strong performance of Chinese concept stocks in the U.S. market, with significant gains in several individual stocks, while also noting a decline in international oil prices [2][6][10]. U.S. Stock Market Performance - On August 26, U.S. stock indices closed higher, with the Dow Jones Industrial Average up 0.3% to 45,418.07 points, the S&P 500 up 0.41% to 6,465.94 points, and the Nasdaq Composite up 0.44% to 21,544.27 points [4]. - Major technology stocks mostly rose, including Tesla and Nvidia, both up over 1%, while Microsoft and Google saw slight declines [4]. - Bank stocks experienced collective gains, with JPMorgan Chase, Goldman Sachs, and others rising over 1% [4]. Performance of Chinese Concept Stocks - The Nasdaq China Golden Dragon Index increased by 0.73%, indicating a strong overall performance of Chinese concept stocks [7]. - Notable individual stock performances included Hesai Technology, which surged over 14%, NIO rising over 10%, and other companies like Xpeng Motors and Qudian also showing significant gains [8][9]. Oil Price Movement - International oil prices saw a significant drop, with both NYMEX WTI and ICE Brent crude falling over 2% [11]. - As a result of the price decline, domestic fuel prices in China are set to decrease, with gasoline and diesel prices lowered by 180 yuan and 175 yuan per ton, respectively [11].
趣店上涨2.14%,报4.77美元/股,总市值7.88亿美元
Jin Rong Jie· 2025-08-18 14:00
Core Viewpoint - Qudian Inc. (QD) has experienced a stock price increase of 2.14%, reaching $4.77 per share, with a total market capitalization of $788 million as of August 18 [1] Financial Performance - As of June 30, 2025, Qudian's total revenue amounted to 29.279 million RMB, representing a year-over-year decrease of 73.18% [1] - The company's net profit attributable to shareholders was 462 million RMB, showing a significant year-over-year increase of 1664.4% [1] Company Overview - Qudian Inc. is a consumer-oriented technology company based in China, initially focused on providing lending solutions to consumers [1] - The company is currently exploring innovative consumer products and services, leveraging its technological advantages to meet the basic needs of Chinese consumers [1]
趣店上涨5.19%,报4.46美元/股,总市值7.36亿美元
Jin Rong Jie· 2025-08-15 14:07
Core Viewpoint - Qudian Inc. (QD) has experienced a significant stock price increase of 5.19%, reaching $4.46 per share, with a total market capitalization of $736 million as of August 15 [1] Financial Performance - As of June 30, 2025, Qudian reported total revenue of 29.279 million RMB, reflecting a year-over-year decrease of 73.18% [1] - The company achieved a net profit attributable to shareholders of 462 million RMB, marking a substantial year-over-year increase of 1664.4% [1] Company Overview - Qudian Inc. is a consumer-oriented technology company based in China, initially focused on providing lending solutions to consumers [1] - The company is currently exploring innovative consumer products and services, leveraging its technological advantages to meet the basic needs of Chinese consumers [1]