杨惠妍再遭谴责!碧桂园一年内两次财报迟发,千亿债务困局待破
Xin Jing Bao· 2025-05-21 14:42
在一年时间内,因两次延迟披露财报,碧桂园及其高管接连遭上交所公开谴责,面临前所未有的信用危 机。这两份财报分别是2023年年报及2024年中报。 而从今年3月底碧桂园发布的2024年年报来看,这家曾经的行业龙头归属公司股东应占损失约328亿元, 虽然亏损同比大幅减少,但债务仍然压顶。面对流动性枯竭,以及在"保交楼"和"保主体"的双重压力 下,碧桂园如何"砸锅卖铁"自救?又能否顺利进行债务重组? 碧桂园高管再次被公开谴责 日前,上交所发布公告,碧桂园地产集团有限公司(简称"碧桂园地产集团")因未能按时披露2024年中 期报告,对碧桂园地产集团有限公司及时任董事长杨惠妍、时任总经理兼信息披露事务负责人简暖棠、 时任财务负责人陈淑兰予以公开谴责,并将上述纪律处分,记入诚信档案。 作为碧桂园的境内发债主体,碧桂园地产集团自2019年11月至2020年11月期间发行了19碧地03、20碧地 04等公司债券,作为公司债券发行人,碧桂园地产集团应当在2024年8月31日前披露2024年中期报告, 但其未在法定期限内披露,直至2025年2月24日才完成披露。 上交所表示,按时披露定期报告是债券发行人的法定信息披露义务。发行人 ...
MAYER HOLDINGS对PCM业务前景持乐观态度,并将继续探索及把握新的合作机会
Zhi Tong Cai Jing· 2025-05-21 14:26
农业农村部乃为推进中国农业现代化及农村发展而设立的专门机构,主要职能包括为农业及农村基础建 设项目提供技术支援、管理及咨询服务。农业农村部在贯彻国家政策方面发挥关键作用,并与地方政 府、研究机构及工程建设单位保持紧密合作。 根据指导合同,农业农村部应(其中包括):(i)为本集团提供建设"碳中和"数字农业产业园示范基地的建 设和规划;(ii)协助本集团获取农村农业领域的相关资料及政策,以及申请相关政府基金;(iii)协助本集团 开展PCM技术应用的试验及实验工作、收集相关数据及分析结果;及(iv)通过组织权威专家推动PCM相关 技术的应用推广,特别在设施农业、农产品、冷冻冷库链,并建立相关体系和制定企业标准,支持本集 团发展。 董事会相信,在农业农村部的指导支援下,研发材料及PCM技术在农业领域的应用将更具成效且获得 验证,助力国家碳中和目标之余亦有望为能够达致负碳排放作出显着贡献。 MAYER HOLDINGS(01116)发布公告,诚如PCM公告所述,本集团一直与多个机构(包括多所大学)合 作,共同开发及应用PCM相关技术,并就不同温度及场景下的配方进行实验研究,以扩大该等PCM技 术的应用范围。 为进一步 ...
零跑汽车:营收增长与出海挑战 14.9%毛利率成焦点
He Xun Wang· 2025-05-21 14:14
Core Viewpoint - In Q1 2025, Leap Motor achieved a record revenue of 10.02 billion yuan, marking a year-on-year growth of 187.1%, solidifying its position as a "growth dark horse" in the domestic new car manufacturing sector [1] Financial Performance - Revenue for Q1 2025 reached 10.02 billion yuan, compared to 3.5 billion yuan in Q1 2024, reflecting a significant increase [1] - Net loss reduced to 130 million yuan from 1.01 billion yuan in the same period last year, a decrease of 87% [1] - Operating cash flow turned positive, reaching 340 million yuan [1] - Gross margin for Q1 2025 was 14.9%, a turnaround from -1.4% in Q1 2024 and an increase from 13.3% in Q4 2024, marking a historical high [1] Delivery and Sales - The company delivered 87,600 new vehicles in Q1 2025, nearly doubling year-on-year [1] - Revenue per vehicle increased by 4.9% year-on-year, reaching 114,000 yuan [1] International Expansion - Leap Motor accelerated its collaboration with Stellantis, launching multiple models in European and Southeast Asian markets, with overseas deliveries increasing by over 200% year-on-year [1] - From January to April 2025, the company exported 13,600 vehicles, maintaining its position as the top exporter among new car manufacturers [1] Challenges and Future Plans - Despite the impressive growth, profitability remains elusive, with intense competition and unknown risks in overseas markets [1] - The company plans to establish a localized factory in Europe by 2026, which will increase capital expenditures [1] - Leap Motor aims for a bold target of achieving breakeven in Q2 2025 [1] - The globalization strategy faces challenges, including high capital expenditures and uncertainties in labor policies, which may compress cash flow [1] - The high-end strategy is also hindered by insufficient brand strength [1]
港股通成交活跃股追踪 美图公司近一个月首次上榜
Zheng Quan Shi Bao Wang· 2025-05-21 14:08
Core Insights - Meitu Company made its first appearance on the Hong Kong Stock Connect active trading list in a month on May 21, 2023, with a trading volume of 19.96 billion HKD and a net sell of 0.41 billion HKD, closing up by 18.98% [2] Trading Activity Summary - The total trading volume of active stocks on the Hong Kong Stock Connect on May 21 was 305.48 billion HKD, accounting for 32.70% of the day's total trading amount, with a net sell of 6.09 billion HKD [2] - Xiaomi Group-W led the trading volume with 75.96 billion HKD, followed by Tencent Holdings and Alibaba-W with trading amounts of 47.62 billion HKD and 31.33 billion HKD, respectively [2] - The most frequently listed stocks in the past month were Meituan-W and Alibaba-W, each appearing 19 times, indicating strong interest from Hong Kong Stock Connect funds [2] Individual Stock Performance - Meitu Company: 19.96 billion HKD trading volume, net sell of 0.41 billion HKD, closing price at 18.98% increase [2] - Tencent Holdings: 47.62 billion HKD trading volume, net sell of 13.27 billion HKD, closing price at 520.500 HKD, with a daily increase of 0.68% [2] - Xiaomi Group-W: 75.96 billion HKD trading volume, net sell of 4.47 billion HKD, closing price at 54.450 HKD, with a daily decrease of 0.64% [2] - Alibaba-W: 31.33 billion HKD trading volume, net sell of 8.98 billion HKD, closing price at 123.100 HKD, with a daily increase of 1.15% [2] - Meituan-W: 23.46 billion HKD trading volume, net buy of 6.56 billion HKD, closing price at 137.300 HKD, with a daily increase of 0.66% [2]
滔搏发布2024/25财年业绩:营收270.1亿元 持续深耕运动零售生态
Zheng Quan Ri Bao Wang· 2025-05-21 13:42
与此同时,面对需求波动和线下客流承压对行业带来的库存管理难度加大,滔搏采取了一系列积极的应 对措施,全面推进全渠道库存打通与流转,落实"全域一盘货"下库存的高效流通与精准管理。截至2025 年2月28日,滔搏存货金额同比下降4.5%,较中期报告值下降1.9%,库存周转天数也实现同比及环比双 重改善。特别是在下半财年,随着调整力度的加大,库存管理效果逐步体现。 本报讯 (记者张文湘)5月21日,中国领先的运动零售运营商滔搏国际控股有限公司(以下简称"滔 搏")发布了2024年3月1日至2025年2月28日全年业绩公告。报告期内,滔搏实现营业收入270.1亿元, 净利润12.8亿元;合作品牌数量超20个,用户规模已超8600万。 在消费市场承压的大环境下,过去一年,滔搏持续深化全域库存管理、强化现金回流以及拓展多元品牌 生态。报告期内,公司现金及现金等价物达25.9亿元,同比增长32.3%;派息率为135.0%,维持行业领 先水平。 业务方面,滔搏持续完善全域一站式零售运营模式,并结合消费者喜好,通过新模式积极布局新赛道和 新业态。目前,滔搏已成功构建起覆盖综合运动、专业运动、休闲运动及IP文化的多元品牌生态体系 ...
哔哩哔哩(09626.HK)发行1,030万股Z类普通股,发行价格为每股140.10港元。
快讯· 2025-05-21 13:32
Core Viewpoint - Bilibili (09626.HK) has issued 10.3 million Class Z ordinary shares at a price of HKD 140.10 per share [1] Company Summary - The issuance of shares is part of Bilibili's strategy to raise capital [1] - The total capital raised from this issuance amounts to approximately HKD 1.44 billion [1] Industry Context - The issuance reflects ongoing trends in the tech and entertainment sectors, where companies are increasingly seeking to bolster their financial positions through equity financing [1] - Bilibili's move may indicate confidence in its growth prospects despite market volatility [1]
瞄准淘天商家拓客?获阿里投资后,美图公司股价创六年来新高
Mei Ri Jing Ji Xin Wen· 2025-05-21 13:30
Core Viewpoint - Meitu Company announced a strategic cooperation with Alibaba Group, focusing on e-commerce, AI technology, and cloud computing, alongside a $250 million convertible bond investment from Alibaba [1][4]. Group 1: Strategic Cooperation Details - Alibaba will prioritize promoting Meitu's AI e-commerce tools and jointly develop data-driven image and video tools, while Meitu commits to purchasing at least 560 million yuan in cloud services from Alibaba over three years [3][4]. - The partnership is characterized as a long-term strategic collaboration rather than a mere resource exchange, with both companies leveraging each other's strengths in AI and e-commerce [3][5]. Group 2: Financial Aspects - Alibaba's investment consists of a $250 million convertible bond with a 1% annual interest rate, convertible into Meitu shares at a price of 6.00 HKD per share [4][5]. - The transaction is subject to government approvals, including those from the Hong Kong Stock Exchange and the National Development and Reform Commission [4]. Group 3: Market Impact - Following the announcement, Meitu's stock price surged nearly 19%, reaching a six-year high, with a year-to-date increase of over 140% [3][9]. - The collaboration is expected to enhance Meitu's AI applications and improve marketing efficiency for Alibaba's e-commerce merchants [7][8]. Group 4: Product Development Focus - Meitu aims to capitalize on the growing demand for AI-driven design tools in the e-commerce sector, particularly through its "Meitu Design Studio" [8][9]. - The "Meitu Design Studio" has seen significant user engagement, with 1.13 million subscribers and approximately 200 million yuan in revenue from a single product [8][9].
远大住工:继续停牌以解决停牌问题
快讯· 2025-05-21 12:42
远大住工公告,公司接获联交所函件,载列恢复买卖的指引。指引包括刊发所有尚未刊发的财务业绩、 进行独立法证调查、证明管理层及任何人士的诚信、能力及品格、进行内部控制检讨、证明公司已遵守 上市规则第13.24条等。公司必须符合复牌指引的所有规定,纠正导致其停牌的问题,并全面遵守上市 规则,达到联交所满意的程度,其证券方可恢复买卖。复牌前,公司必须公布复牌指引及18个月期限, 并在停牌期间公布季度更新。公司现正采取适当步骤以解决导致其停牌的问题,并全面遵守上市规则, 以达到联交所满意的程度,并将寻求尽快恢复其股份买卖。 ...
高鑫零售新东家首秀:年度营收716亿,阿里离场亏损近400亿
Sou Hu Cai Jing· 2025-05-21 12:39
在行政费用方面,高鑫零售同样实现了有效控制。截至2025年3月31日的年度,行政费用为17.09亿元,与上年同期的22.51亿元相比,减少了5.42亿元,减幅 高达24.1%。这一减少主要归因于商誉减值的减少以及管理层对总部组织的优化,使得人事开支大幅缩减。 近日,大润发母公司高鑫零售(股票代码:06808)对外公布了其截至2025年3月31日的年度财务报告。报告显示,该公司在过去一年中的营业收入为715.52 亿元,与前一年度的725.67亿元相比,出现了1.4%的小幅下滑。 在利润方面,高鑫零售的毛利为172.36亿元,与上一年度的179.58亿元相比,下降了4%,毛利率也由上年的24.7%下滑至24.1%。尽管面临挑战,但公司通过 一系列的成本控制措施,在销售及营销开支上取得了显著成效。数据显示,销售及营销开支从上年的181.78亿元减少至152.32亿元,降幅达到了16.2%。 | | | 截至三月三十 | 日 T | | --- | --- | --- | --- | | | | 零二五年 | | | | 例註 | 人民幣自萬元 | 人氏 | | 收入 | 4 | 71,552 | | | 成本 | ...
三佳科技(600520)5月21日主力资金净流出2447.20万元
Sou Hu Cai Jing· 2025-05-21 12:19
天眼查商业履历信息显示,产投三佳(安徽)科技股份有限公司,成立于2000年,位于铜陵市,是一家以 从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本15843万人民币,实缴资本15843万 人民币。公司法定代表人为裴晓辉。 通过天眼查大数据分析,产投三佳(安徽)科技股份有限公司共对外投资了11家企业,参与招投标项目12 次,知识产权方面有商标信息10条,专利信息222条,此外企业还拥有行政许可32个。 来源:金融界 金融界消息 截至2025年5月21日收盘,三佳科技(600520)报收于29.24元,下跌2.95%,换手率 4.22%,成交量6.69万手,成交金额1.97亿元。 资金流向方面,今日主力资金净流出2447.20万元,占比成交额12.39%。其中,超大单净流出1048.12万 元、占成交额5.31%,大单净流出1399.08万元、占成交额7.08%,中单净流出流出335.30万元、占成交 额1.7%,小单净流入2782.50万元、占成交额14.09%。 三佳科技最新一期业绩显示,截至2025一季报,公司营业总收入6937.65万元、同比减少8.37%,归属净 利润426.50万元,同比减 ...