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ZKH Group Limited Announces New Share Repurchase Program
Prnewswire· 2025-06-13 10:00
SHANGHAI, June 13, 2025 /PRNewswire/ -- ZKH Group Limited ("ZKH" or the "Company") (NYSE: ZKH), a leading maintenance, repair and operations ("MRO") procurement service platform in China, today announced that its board of directors has authorized a new share repurchase program under which the Company may repurchase up to US$50 million worth of its shares (including American Depositary Shares) over the next 12 months, ending on June 13, 2026.The share repurchases may be effected from time to time on the open ...
ZKH Launches Taicang Smart Manufacturing Base, Setting New Standard in Industrial Product R&D and Production Integration
Prnewswire· 2025-06-04 12:10
SHANGHAI, June 4, 2025 /PRNewswire/ -- ZKH Group Limited ("ZKH" or the "Company") (NYSE: ZKH), a leading maintenance, repair and operations ("MRO") procurement service platform in China, today announced the official commissioning of its state-of-the-art smart manufacturing base in Taicang. This facility marks a significant milestone in the Company's strategic effort to integrate R&D and production for industrial products. Covering 30,000 square meters, the Taicang manufacturing hub is poised to substantiall ...
德银:维持震坤行 “买入”评级和目标价4.5美元,看好下半年业绩,对长期增长潜力保持积极态度
Ge Long Hui· 2025-05-28 13:22
德意志银行发布对震坤行(ZKH.US)下半年业绩持乐观预期的前瞻报告,并维持其"买入"评级,目标价 保持在4.5美元。报告指出,公司2025年第一季度业绩符合预期,GMV增速预计将呈逐季加快趋势。受 益于中国MRO采购服务市场持续的数字化转型,德银对震坤行的长期增长潜力维持积极看法。 人工智能技术在多个维度为震坤行赋能:其AI智能工作台显著提升了客户服务效率,使一季度客户服 务团队人均订单处理量环比增长60.4%;自2024年9月推出以来,AI推品大脑已为超过200家客户提供采 购需求分析及产品池管理服务,累计带动新增收入超过人民币3400万元。公司计划在2025年内将该应用 的覆盖客户数量扩展至1.4万家,以进一步释放AI推品大脑价值。 在海外拓展初见成效的背景下,震坤行美国业务在第一季度实现收入与客户基数的月度环比翻倍增长, 公司预计该业务将在下半年进一步提速。除美国市场外,震坤行也计划于今年下半年正式进入欧洲市 场,并已在东南亚展开业务布局。 自有品牌方面,2025年第一季度该类商品的交易总额同比增长约40%,占公司总GMV的8.7%。德意志 银行认为,自有品牌发展仍为公司今年的核心战略之一,当前占比距 ...
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贝塔投资智库· 2025-05-28 03:57
点击蓝字,关注我们 1.小米集团-W(01810)盘中涨超3%,消息面上,公司一季度营收同比增47.4%至1113亿元, 经调整净利润 同比增64.5%至107亿元,均创历史新高;SU7系列累计交付超25.8万台,智能电动车收入达186亿元。高 盛上调目标价至65港元,看好AIoT及电动车毛利率提升驱动盈利增长,重申"买入"评级。 2.腾讯音乐-SW(01698)涨近3%, 韩国HYBE拟以约12.9亿元向腾讯音乐出售所持全部SM娱乐股份,交易 完成后公司将跃升为SM娱乐第二大股东。此外,公司一季度在线音乐收入同比增15.9%至58亿元,付费 用户达1.229亿,ARPPU提升至11.4元。中长期内容生态整合及国际版权布局或进一步打开估值空间。 3.浙江世宝(01057)涨超9% ,公司在线控转向领域获多家主流车企定点项目,部分预计2026年量产。随 着L3+自动驾驶普及及法规放开,线控转向作为核心执行部件需求前景广阔,叠加行业智能化催化,公 司2025年收入增速或受益于行业高景气及产品竞争力提升。 今日上午港股 4.名创优品(09896)再跌超3% , 公司一季度营收同比增18.9%至44.3亿元, 股东应 ...
ZKH(ZKH) - 2025 Q1 - Earnings Call Presentation
2025-05-20 20:01
NYSE: ZKH 1Q2025 Earnings Presentation The following document has been prepared by ZKH GROUP LIMITED ("ZKH" or the "Company") solely for informational purposes and should not be construed to be, directly or indirectly, in whole or in part, an offer to buy or sell and/or an invitation and/or a recommendation and/or a solicitation of an offer to buy or sell any security or instrument or to participate in any investment or trading strategy, nor shall any part of it form the basis of, or be relied on in connect ...
震坤行一季度财报营收19.4亿 客户数单季创新高 海外业务增长翻番
Ge Long Hui· 2025-05-20 13:18
北京时间5月20日,中国领先的MRO采购服务平台震坤行(NYSE:ZKH)于美股盘前发布2025第一季 度业绩报告。 第一季度,震坤行业绩保持稳健增长,收入和盈利能力均得到提升,经营现金流显著改善。报告期内, 震坤行营收达到19.4亿元人民币,同比增长4%。其中,一季度自主品牌GMV突破1.9亿人民币,同步增 长约40%。得益于震坤行持续深耕供应链能力与对客户需求的精准把握,震坤行平台保持高度活跃,总 成交客户数超过6万家,同比增长30.3%,客户数单季创新高。 盈利能力方面,震坤毛利率17.2%,经营亏损和净亏损在一季度同比大幅收窄,分别收窄了37.7%和 26.6%。值得一提的是,3月份,震坤行在经营利润、净利润以及经调整净利润层面均实现单月盈利。 此外,现金流层面,震坤行经营活动现金流从去年同期的2.2亿人民币收窄至9700万元人民,改善幅度 超50%,进一步印证了业务模式的可持续性与财务稳健性。 震坤行董事长兼CEO陈龙表示:"震坤行在2025年第一季度的强劲表现,彰显了我们在MRO行业的领导 地位,并清晰地表明了盈利路径。国际扩张方面,尤其是美国市场进展显著,自2025年1月以来,销售 收入和客户数 ...
ZKH(ZKH) - 2025 Q1 - Earnings Call Transcript
2025-05-20 13:02
ZKH Group (ZKH) Q1 2025 Earnings Call May 20, 2025 08:00 AM ET Company Participants Jin Li - Head of Investor RelationsLong Chen - Founder, Chairman & CEOChun Chiu Lai - Chief Financial OfficerElla Ji - MD & Head - TMT Research Conference Call Participants Leo Chiang - Equity Research AnalystXiaodan Zhang - Equity Research Analyst Operator Ladies and gentlemen, good day, and welcome to ZKH Group Limited's First Quarter twenty twenty five Earnings Conference Call. Today's conference is being recorded. At thi ...
ZKH(ZKH) - 2025 Q1 - Earnings Call Transcript
2025-05-20 13:00
ZKH Group (ZKH) Q1 2025 Earnings Call May 20, 2025 08:00 AM ET Speaker0 Ladies and gentlemen, good day, and welcome to ZKH Group Limited's First Quarter twenty twenty five Earnings Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Jin Li, Head of Investor Relations. Please go ahead. Speaker1 Thank you, operator. Thank you, everyone, and welcome to our call today. Joining us today are Mr. Eric Chen, our Founder, Chairman and Chief Executive Offic ...
ZKH Group Limited Announces First Quarter 2025 Unaudited Financial Results
Prnewswire· 2025-05-20 10:00
SHANGHAI, May 20, 2025 /PRNewswire/ -- ZKH Group Limited ("ZKH" or the "Company") (NYSE: ZKH), a leading maintenance, repair and operations ("MRO") procurement service platform in China, today announced its unaudited financial results for the first quarter ended March 31, 2025. First Quarter 2025 Operational and Financial Highlights | in thousand RMB, except for number of | First Quarter | | | | | | --- | --- | --- | --- | --- | --- | | customers, percentage and basis points ("bps") | 2024 | 2025 | | Change ...
ZKH Group Limited Files Its 2024 Annual Report on Form 20-F
Prnewswire· 2025-04-17 11:30
SHANGHAI, April 17, 2025 /PRNewswire/ -- ZKH Group Limited ("ZKH" or the "Company") (NYSE: ZKH), a leading maintenance, repair and operations ("MRO") procurement service platform in China, announced that it filed its annual report on Form 20-F for the fiscal year ended December 31, 2024 with the U.S. Securities and Exchange Commission ("SEC") on April 17, 2025. The annual report in electronic format is accessible on the Company's investor relations website at https://ir.zkh.com as well as on the SEC's websi ...