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弘和仁爱医疗:收购慈溪弘和物业管理有限公司全部股权,代价4947万元
快讯· 2025-05-20 12:27
弘和仁爱医疗公告,公司间接非全资附属公司买方与卖方订立股权转让协议,收购慈溪弘和物业管理有 限公司全部股权,代价为人民币4947万元。该代价将分三期支付。收购事项完成后,目标公司将成为弘 和仁爱医疗的附属公司,其财务业绩将并入集团综合财务报表。由于有关收购事项的最高适用百分比率 超过5%但低于25%,因此收购事项构成本公司之须予披露交易,并须遵守上市规则第十四章项下之申 报及公告规定。 ...
*ST合泰(002217)5月20日主力资金净流出2070.28万元
Sou Hu Cai Jing· 2025-05-20 12:23
Group 1 - The stock price of *ST Hengtai (002217) closed at 2.14 yuan, down 1.38%, with a turnover rate of 0.66% and a trading volume of 375,300 shares, amounting to 80.40 million yuan [1] - The net outflow of main funds today was 20.70 million yuan, accounting for 25.75% of the transaction amount, with large orders seeing a net outflow of 18.80 million yuan, representing 23.38% of the transaction amount [1] - The latest quarterly report shows total operating revenue of 366 million yuan, a year-on-year increase of 8.63%, and a net profit attributable to shareholders of 4.08 million yuan, up 101.06% year-on-year [1] Group 2 - Hengtai Technology Co., Ltd. was established in 2003 and is primarily engaged in the manufacturing of computers, communications, and other electronic equipment [2] - The company has made investments in 14 enterprises and participated in 55 bidding projects, holding 16 trademark registrations and 105 patents [2] - The company has a registered capital of approximately 747.94 million yuan and a paid-in capital of approximately 311.64 million yuan [1]
中国心连心化肥:一季度营收增长1.7%至58.46亿元 核心产品销量提升
Core Viewpoint - China Heart Heart Fertilizer reported a mixed performance in Q1, with revenue growth but a significant decline in net profit, indicating challenges in the fertilizer market and the need for strategic adjustments [1][2][3] Financial Performance - The company achieved revenue of approximately 5.846 billion yuan, a year-on-year increase of 1.7% and a quarter-on-quarter increase of 2.4% [1] - The net profit attributable to shareholders was about 198 million yuan, a decrease of 30.03% year-on-year, although it marked a recovery from a loss of approximately 74.64 million yuan in the previous quarter [1] Market Dynamics - The fertilizer market is experiencing a "first suppressed then rising" trend, with prices of coal chemical products remaining low in January and February, followed by a rebound in March due to spring farming demand and improved export expectations [1] - The overall gross margin increased by nearly 3 percentage points to 14% during the period, driven by rising prices of downstream products [1] Segment Performance - The fertilizer segment generated sales revenue of approximately 3.09 billion yuan, accounting for 53% of total revenue, making it the largest revenue source for the company [1] - The chemical segment achieved sales revenue of about 2.46 billion yuan, representing 42% of total revenue, while other segments contributed approximately 290 million yuan, or 5% [1] Product Development and Strategy - The company is enhancing the sales proportion of high-efficiency compound fertilizers, with a 6% increase in sales volume and a 9% increase in product prices, leading to a 2 percentage point rise in gross margin [2] - The gross margin for humic acid reached 25%, supported by ongoing research and development [2] Future Projects - Upcoming projects include a 600,000-ton synthetic ammonia and 1.2 million-ton slow-release fertilizer project in Jiangxi, expected to be operational by Q3 2025, and a 320,000-ton melamine and 500,000-ton high-efficiency compound fertilizer project in Xinjiang, projected for completion by the end of 2026 [2] Market Outlook - The company anticipates an increase in international potassium fertilizer and grain prices due to tariff policies, alongside a shift in domestic agriculture towards precision farming, which will enhance demand for high-efficiency fertilizers [3] - The company plans to leverage policy benefits for technological upgrades and focus on functional, customized products and differentiated services to strengthen its market position as a "proponent of efficient fertilizer use" [3]
黄金再次测试3240!俄乌停火终将展开?金价区间震荡趋势交易者应该谨慎观望?TTPS交易学长和马老师正在分享,立即直播!
快讯· 2025-05-20 12:09
黄金行情讲解中 黄金再次测试3240!俄乌停火终将展开?金价区间震荡趋势交易者应该谨慎观望?TTPS交易学长和马 老师正在分享,立即直播! 相关链接 ...
贝壳-W(02423.HK):一季度营收同比增长42% 经调整净利润同比持平
Ge Long Hui· 2025-05-20 12:05
Q1 营收同比增长42%,主要受益于新房交易回暖和房屋租赁服务业务发展。 新赛道业务保持良好增速。2025 年Q1,公司家装家居业务收入29 亿元,同比+22%;贡献利润率33%, 同比提升2pct。2025 年Q1,房屋租赁服务收入51 亿元,同比+94%;贡献利润率6.7%,同比提升 1.2pct。2025 年Q1,新兴业务及其他(主要包括金融服务)收入3.5 亿元,同比-50%,虽然贡献利润率 较高,但公司为压降风险主动收缩。 2025 年Q1,公司GTV 交易总额8437 亿元,同比+34%;营业收入233 亿元,同比+42%,其中,新房业 务收入占比为35%,同比提升5pct,房屋租赁服务业务收入占比为22%,同比提升6pct。 投资建议:我们维持此前的盈利预测,预计公司2025-2026 年的经调整归母净利润分别为82/89 亿元, 每股收益分别为2.28/2.46 元,对应当前股价的PE 分别为19.4/18.0 倍,维持"优于大市"评级。 风险提示:经济增速放缓、地产政策收紧、楼市热度下降、存量房交易佣金费率下行、新房市占率提升 不及预期、新赛道业务盈利不及预期等。 机构:国信证券 研究员:任 ...
【窥业绩】绩后股价飙涨近30%!阿里影业值得高看?
Jin Rong Jie· 2025-05-20 11:57
5月20日,阿里影业(01060.HK)股价强势上攻,截至收盘,涨幅为29.79%,报0.61港元/股。 从消息面看,驱动股价飙升源于一则利好。5月19日,阿里影业发布截至2025年3月31日的2025财年业绩 报告,其营收、利润均实现双位数增长。 财报显示,2025财年,阿里影业实现收入67.02亿元(单位人民币,下同),同比增长33%;归母净利 润约3.64亿元,同比增长28%;经调整EBITA为8.09亿元,同比增幅61%。 本文源自:财华网 其中,电影科技与投资制作宣发平台包括电影票务、电影投资制作及宣发以及科技业务,是该公司的第 一大收入来源(2025财年占公司总营收40.46%)。 过去一年,全国电影市场整体表现平平,电影票房与观影人次双双下降,使得电影公司面临着较为复杂 的盈利困境。在这样的背景下,2025财年,阿里影业的电影科技与投资制作宣发平台录的收入27.12亿 元,同比下降9.59%。 大麦业务在阿里影业业绩增长过程中,则扮演着越来越重要的角色,已经连续两年创下了交易总额 (GMV)高速增长的记录。报告期内,大麦收入20.57亿元,占比提升至30.69%,同比劲增235.82%。 IP衍 ...
协鑫科技:颗粒硅成本仍有下降空间 公司“以销定产”库存仅十来天
快讯· 2025-05-20 11:51
Core Viewpoint - GCL-Poly's assistant vice president, Song Hao, stated that the company benefits from strong cost advantages and low carbon benefits of granular silicon, maintaining a tight supply-demand balance with inventory levels around 10 days, which supports positive EBITDA in Q1 and stable cash flow [1] Group 1: Company Performance - GCL-Poly's granular silicon remains in a tight supply-demand balance, with inventory levels only around 10 days [1] - The company achieved positive EBITDA in the first quarter and is expected to maintain stable positive cash flow [1] Group 2: Market Trends - Since mid-April, silicon material prices have started to decline, having decreased for nearly five consecutive weeks [1] - The high inventory levels accumulated prior to the current period are a significant factor suppressing the rebound of silicon material prices [1]
在50%渗透率浪潮中“捞金”,吉利汽车仍是一个不错的确定性投资选择?
3 6 Ke· 2025-05-20 11:12
"没有成功的企业,只有时代的企业。" 在当下的汽车领域,吉利汽车,绝对是传统车势力在变革时期实现转型的最成功案例。 最新产销数据显示,4月传统车企中,吉利汽车以53%的同比增速完成23万辆销量,环比也增了0.8%,仅次于同比增了4.6%,环比降了2.4%的上汽(38万 辆);与同、环比分别大降了9.3%、29%的长安(19万辆)拉开差距。 即便是面对过去几年增长弹性十分可观的新自主势力或新势力,其增速也依然很能打。同月,比亚迪、零跑分别以21%、超170%、超270%、32%的同比 增速实现38万辆、4.1万辆销量、3.5万辆,3.4万辆。 销量高增之下,2025Q1吉利汽车如期实现了强增长业绩:营收同比增长24.5%至725.0亿元;归母净利润为56.7亿元,增速在2024年213%的高点上再次攀 高至263.6%,实现盈利持续大爆发。 不过,表现在资本市场中,吉利汽车(00175.HK)今天技术性走牛的态势并不如同期的比亚迪、零跑、小米汽车等。 一季度吉利以48%的增速实现了70.4万辆的季度总销量新高,其中新能源车占了48%,达33.9万辆;国内新能源渗透率更是突破50%(达52.2%),稳居新 能源品 ...
滔搏加码垂类赛道 ,谁在角逐6000亿运动鞋服市场
Di Yi Cai Jing· 2025-05-20 11:08
作为国内行业中最大的运动零售商,滔搏(06110.HK)近期在市场上的发声开始频繁起来。 5月过半,这家运动零售巨头已经宣布"牵手"两个垂类运动品牌,分别是挪威户外品牌Norrøna以及英国 跑步品牌soar,两者均是与滔搏达成在中国市场的独家合作,滔搏会全面负责前述品牌在中国市场的发 展。 滔搏相关负责人对第一财经透露,近年来滔搏在户外、跑步等潜力十足的垂类细分赛道持续发力,发 掘、接触各类垂类赛道的优质品牌,后续也会引入更多细分赛道品牌。该人士认为,国内消费者对个性 化追求的需求,为品牌带来了差异化竞争的新机会。 巨头转型挖掘更多可能性 滔搏是众多国际体育运动品牌背后的操盘手,除了耐克、阿迪,滔搏还代理运营彪马、匡威、亚瑟士、 鬼冢虎、HOKA等品牌。从财报来看,目前两大主力品牌耐克与阿迪贡献了滔搏大部分的业绩,而两大 主力品牌近几年业绩的波动也对滔搏有着一定影响。 滔搏似乎也意识到了这种较高的业绩集中度会带来不确定性,试图逐步寻求多元化的品牌合作。2024年 5月,滔搏与加拿大越野跑品牌norda™建立战略合作伙伴关系,滔搏独立负责norda™在中国市场的品 牌宣传、市场推广、全域运营、消费者运营等工作 ...
医药股普涨!三生制药飙升32%,有何消息刺激?
Jin Rong Jie· 2025-05-20 10:40
5月20日,港股市场的医药概念股迎来普涨行情,荣昌生物(09995.HK)、石药集团(01093.HK)等多 只个股出现异动上涨。 值得注意的是,三生制药(01530.HK)则是医药概念股中表现最为强劲的,其股价在5月20日一度跳空 飙升逾50%,此后出现回落,最终放量收涨32.28%。而如果从年初算起至今,三生制药更是已经累涨 215.46%。 三生制药大幅异动,也有着消息面的刺激。 和辉瑞签订授权协议,首付款达12.5亿美元 5月20日盘前,三生制药发布公告称,公司、沈阳三生制药有限责任公司(沈阳三生)与辉瑞 (PFE.US)订立许可协议。三生国健(688336.SH)亦将透过加入协议作为签署方加入。 根据协议,三生制药和沈阳三生将向辉瑞授予独家许可,以在全球(不包括中国内地)开发、生产、商 业化及以其他方式开发三生制药自主研发的PD-1/VEGF双特异性抗体SSGJ-707。三生制药及沈阳三生 将保留SSGJ-707在中国内地的开发、制造、商业化及其他开发权。辉瑞将拥有在中国商业化许可产品 的选择权。 根据许可协议,三生制药将获得12.5亿美元的首付款,以及最高可达48亿美元的潜在付款,包括开发、 监管 ...