中国铁塔(00788)将于10月31日派发中期股息每股0.1325元
智通财经网· 2025-08-05 04:36
智通财经APP讯,中国铁塔(00788)发布公告,该公司将于2025年10月31日派发中期股息每股0.1325元。 ...
理想汽车调整i8配置版本 提升用户体验
Guo Ji Jin Rong Bao· 2025-08-05 04:30
据理想汽车消息,理想i8自上市以来受到用户广泛关注,超过98%的用户选择了Max和Ultra车型。为简 化版本选择,理想汽车决定统一配置版本,将理想i8Max作为标准配置,售价从34.98万元调整为33.98 万元,并赠送价值1万的铂金音响。同时提供后舱娱乐屏套装选装,价格为1万。选择Ultra版本的用户 可用34.98万元实现全部配置,选择Pro版本的用户将享受专属退订或升级服务。 ...
电视广播(00511.HK)第二季度于香港地面免费电视频道的收视率继续保持领先地位 重申对2025年度EBITDA按年持续改善及实现正数净利润的预期
Ge Long Hui· 2025-08-05 04:30
格隆汇8月5日丨电视广播(00511.HK)公布截至2025年6月30日止三个月集团核心香港电视相关业务及中 国内地业务的业务最新情况及未经审核营运资料。 于第二季度内,公司于香港地面免费电视频道的收视率继续保持领先地位,公司的旗舰频道翡翠台、24 小时无綫新闻台及其他频道的收视率合计达到 79%的市场份额。 公司在香港地面免费频道的广告收入在2025年保持强劲。于季度内,来自广告客户的整体收入与去年同 期相比呈现增长趋势。此乃受益于公司新推出在香港以外的大湾区广告服务的贡献逐渐增加,并获得广 告客户青睐。整体而言,预计2025年全年的广告收入将比2024年有所增长,而广东省和澳门在内的大湾 区将是主要的增长驱动力。于2025年6月12日,公司在广州举行集团推广日活动,展示公司的内容、艺 人和受众覆盖范围。当日,公司还与腾讯、华为和深圳广电集团等重要战略合作夥伴签署了合作备忘 录,以推进新的计划。该活动吸引了来自大湾区的广告客户热烈参加,为未来十二到十八个月公司来自 这个关键市场的收入奠定了坚实基础。 集团的OTT串流业务方面,所有服务层级的平均每月活跃用户人数维持约2百万。此外,不论是在追踪 和订阅人数上( ...
名创优品(09896)8月4日斥资5.46万美元回购1.13万股

智通财经网· 2025-08-05 04:29
智通财经APP讯,名创优品(09896)发布公告,于2025年8月4日,该公司斥资5.46万美元回购1.13万股。 ...
电视广播(00511)大湾区广告强劲增长 联袂腾讯华为 重申全年盈利转正预期
智通财经网· 2025-08-05 04:29
Group 1 - The company maintains a leading position in Hong Kong's free-to-air television market, with a combined market share of 79% for its flagship channels [1] - The company's advertising revenue in Hong Kong is expected to grow in 2025, driven by increased contributions from advertising services in the Greater Bay Area [1] - A promotional event held in Guangzhou attracted significant interest from advertisers in the Greater Bay Area, laying a solid foundation for future revenue growth [1] Group 2 - The average monthly active users for the company's OTT streaming services remain around 2 million, with over 20% growth in tracking and subscription numbers compared to the previous year [2] - Digital advertising revenue across the company's digital assets has shown strong double-digit percentage growth, attributed to the launch of the myTVSuper "TV 3.0" plan [2] - The company is focused on producing several anticipated dramas, including "News Queen 2" and "Couple's Game," with multiple co-productions at different stages of production [2] Group 3 - The company reaffirms its expectation for continuous improvement in EBITDA and achieving positive net profit for the fiscal year ending December 31, 2025 [3]
海港企业(00051)发布中期业绩 股东应占亏损1.99亿港元 同比扩大2387.5%
智通财经网· 2025-08-05 04:29
集团的策略重点仍然是提升营运效益、提高服务质素及优化资产组合。集团将致力不断巩固竞争优势, 同时发掘符合长远目标的策略性增长机会。尽管短期内面临诸多不利因素,集团稳健的资产负债表为其 奠定了坚实的基础,在不断变化的市场环境中砥砺前行。 智通财经APP讯,海港企业(00051)发布截至2025年6月30日止半年度中期业绩,集团收入6.54亿港元, 同比增长4.98%;股东应占亏损1.99亿港元,同比扩大2387.5%;每股亏损0.28港元。 ...
微软取得用于样本评估专利
Jin Rong Jie· 2025-08-05 04:28
本文源自:金融界 作者:情报员 金融界2025年8月5日消息,国家知识产权局信息显示,微软技术许可有限责任公司取得一项名为"样本 评估"的专利,授权公告号CN113962275B,申请日期为2020年07月。 ...
大摩:料腾讯控股《无畏契约》手游年收入可达50至60亿,预期腾讯今年游戏收入同比升14%,现予目标价650港元及增持评级
Sou Hu Cai Jing· 2025-08-05 04:27
摩根士丹利发布研报称,《无畏契约》手游(Valorant)是腾讯控股(00700)今年最重要的新作之一, 市场期待已久。该行预期腾讯2025年线上游戏收入将同比升14%,现予目标价650港元及"增持"评级。 截至7月,预先注册人数已突破5000万。此次上线时间早于市场预期的11月,缓解了去年5月推出《地下 城与勇士》手游造成高基数的忧虑。该行预计《无畏契约》手游年收入可达50至60亿元人民币。行业数 据显示,腾讯中国市场次季总收入同比跌6%,但经典游戏表现强劲,当中《王者荣耀》同比增13%、 《和平精英》同比增5%,而《三角洲行动》最新季度收入规模达10亿元人民币。 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担 全部责任。邮箱:news_center@staff.hexun.com ...
海港企业(00051.HK)上半年股东应占集团亏损1.99亿港元
Ge Long Hui· 2025-08-05 04:23
Group 1: Company Performance - The company reported a basic net loss of HKD 86 million for the first half of 2025, compared to a profit of HKD 74 million in the same period last year, primarily due to an increase in impairment provisions for development properties to HKD 211 million [1] - The group's revenue increased by 5% to HKD 654 million, while operating profit decreased by 40% to HKD 125 million, mainly attributed to development properties [1] - The basic loss per share was HKD 0.28 [1] Group 2: Revenue Breakdown - Hotel revenue rose by 1% to HKD 426 million, with operating losses reduced by 33% to HKD 29 million [1] - Revenue from Hong Kong increased by 4% to HKD 383 million, with operating losses narrowing by 69% to HKD 11 million, mainly due to an increase in occupancy rates [1] - Mainland revenue fell by 17% to HKD 43 million, with operating losses widening to HKD 18 million [1] Group 3: Investment Property and Development - Investment property revenue decreased by 22% to HKD 96 million, with operating profit down by 23% to HKD 85 million, primarily affected by a decline in retail rental income [1] - Development property revenue increased to HKD 58 million, but the profit was minimal, resulting in an operating loss of HKD 1 million [1] Group 4: Market Conditions - The local consumption in Hong Kong remains weak, reflecting ongoing economic uncertainties, with residents favoring nearby regions with competitive prices for travel [2] - Encouraging signs of recovery are emerging, with inbound tourist arrivals to Hong Kong increasing by 12% year-on-year [2] - Retail sales in Hong Kong ended a long-term decline in May, growing by 2.4% compared to last year, which could further boost local consumption if the trend continues [2] Group 5: Challenges in Mainland China - The hotel industry in mainland China continues to face challenges due to weak economic growth and low consumer spending [2] - Intense competition among regional attractions is further exacerbating operational pressures on domestic hotel enterprises [2]
交银国际证券:上调九号公司目标价至75.02元,给予买入评级
Zheng Quan Zhi Xing· 2025-08-05 04:22
Core Viewpoint - The report highlights that Ninebot Company has shown strong growth in electric two-wheeler sales and profitability in Q2 2025, leading to an upward revision of the target price to RMB 75.02 and a buy rating [1][4]. Financial Performance - In Q2 2025, Ninebot Company reported revenue of RMB 6.63 billion and a net profit attributable to shareholders of RMB 790 million, representing year-on-year increases of 61.5% and 70.8% respectively [2][3]. - The gross margin and net profit margin were 30.9% and 11.8%, reflecting increases of 0.5 and 0.6 percentage points year-on-year [2][3]. Sales Growth - The sales of electric two-wheelers reached RMB 3.96 billion, with a year-on-year growth of 81%, and the volume sold increased by 77.3% to 1.389 million units [3]. - The average selling price (ASP) for electric two-wheelers was RMB 2,852, maintaining a high level [3]. Product Development and Market Expansion - The company launched new product series targeting female riders and sports performance, contributing to the optimistic sales outlook for the year [3]. - As of June 30, 2025, Ninebot had over 8,700 dedicated electric two-wheeler retail stores in mainland China, indicating ongoing market expansion [3]. Profitability Enhancement - The gross margin for electric two-wheelers was 23.7% in the first half of 2025, up from 21.1% for the entire year of 2024, indicating improved profitability [3]. - The company achieved a record high net profit margin of 11.8% in Q2 2025, with a combined sales, management, and R&D expense ratio of 17%, down by 1.1 and 1.2 percentage points year-on-year and quarter-on-quarter respectively [3]. Future Outlook - The revenue forecasts for 2025-2027 have been adjusted upward by 3-4% to RMB 19.86 billion, RMB 24.15 billion, and RMB 27.62 billion respectively, due to strong sales growth and product upgrades [4]. - The net profit forecasts for 2025-2026 have been increased by 10%-12% to RMB 1.87 billion, RMB 2.49 billion, and RMB 2.96 billion respectively, reflecting enhanced profitability potential [4].