智通财经APP讯，天福(06868)发布公告，将于2025年9月29日派发中期股息每股0.02港元 ...

智通财经APP讯，中国宏桥(01378)发布公告，于2025年8月18日，根据由公司股东于2025年5月7日举行 的股东周年大会上授出的股份购回授权，公司已分别按每股股份的最高及最低价格23.24港元及22.10港 元购买公司1015.1万股普通股。就股份购回支付的总购买价(不包括佣金及其他支出)约为2.34亿港元。 ...

中国建材(03323)公布天山材料2025年中期业绩，营业收入约359.795亿元，同比减少9.4%;归属于天山材 料股东的净亏损约9.22亿元，同比收窄72.99%;基本每股亏损0.1296元。 ...

格隆汇8月18日丨广州农商银行(01551.HK)公布，公司将于2025年8月28日召开董事会会议，以（其中包 括）审议及通过集团截至2025年6月30日止六个月的中期业绩及其发布。 ...

格隆汇8月18日丨广联科技控股(02531.HK)公布，公司将于2025年8月29日召开董事会会议，以（其中包 括）审议及通过集团截至2025年6月30日止六个月的中期业绩及其发布。 ...

黄飞先生副总经理任期原定至2026年6月。因工作调整原因，黄飞先生辞去公司副总经理职务。 上海石油化工股份(00338)发布公告，该公司董事会于2025年8月18日收到副总经理黄飞先生提交的书面 辞职报告。 ...

机构：西部证券 研究员：凌军 摘要内容 事件：越秀交通基建发布2025 半年报：公司上半年实现营收20.99 亿元，同比+14.9%；实现归母净利润 3.61 亿元，同比+14.9%；中期派息率50.6%。 营业收入实现较快增长，同比+14.9%。（1）2025H1 实现营收20.99 亿元，同比+14.9%。其中，实现路 费收入20.59 亿元，同比+15.2%。（2）收入增长主要受平临高速并表及湖北汉鄂高速路费收入增长驱 动。公司自2024 年11 月收购平临高速55%股权实现并表，本期路费收入增加2.56 亿元；因竞争路段武 黄高速封闭施工，湖北汉鄂高速路费收入1.54 亿元，同比+56.6%。 （3）财务费用2.22 亿元，同比-11.1%，主要系管理层优化债务结构、降低债务利率，本期公司整体加 权平均利率2.57%，同比-0.48pct。 毛利率下降3.3pct，非控股项目净盈利同比-4.4%。（1）2025H1 公司毛利率为46.8%，同比-3.3pct，主 要系平临高速并表带来经营成本中无形经营权摊销同比+26.3%至8.85 亿元。（2）2025H1 实现非控股 项目净盈利7302万元，同比- ...

海隆控股(01623)发布公告，与截至2024年6月30日止六个月的利润约人民币4660万元相比，预计集团于 截至2025年6月30日止六个月将取得净亏损介于约人民币3.10亿元至约3.40亿元。 由盈转亏主要归因于重新计量分类为持作出售的该船舶的亏损。除上文所述者外，集团的业务运营维持 稳定及并无受到重大影响。 ...

Core Viewpoint - Qizhan Holdings (01808) announced the sale of a total of 19,500 shares of AMZN between August 15, 2024, and August 14, 2025, at prices ranging from $174.12 to $242.08, resulting in a total sale price of approximately $4.0019 million [1] Summary by Relevant Sections - The company's wholly-owned subsidiary, Qizhan Hong Kong, executed the sale of AMZN shares [1] - The average selling price per AMZN share was approximately $205.23, excluding transaction costs [1] - As of the announcement date, the group holds 3,000 shares of AMZN [1]

Core Viewpoint - The company reported a solid performance in H1 2025, with revenue and net profit showing positive growth, driven by strong takeout business and effective cost management [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 2.714 billion RMB, a year-on-year increase of 6.5%, and a net profit of 382 million RMB, up 35.66% year-on-year [1]. - The net profit margin reached 14.1%, an increase of 3.03 percentage points compared to the previous year [2]. Business Analysis - The takeout business generated revenue of 1.057 billion RMB, growing by 13.7% year-on-year, accounting for 39% of total revenue, while dine-in revenue was 1.647 billion RMB, up 2.2% year-on-year, making up 60.7% of total revenue [1]. - The number of takeout orders increased significantly from 12.8 million to 16.8 million, attributed to the expansion of stores offering takeout services and enhanced appeal of the online takeout platform [1]. - The company opened 55 new stores, increasing the total from 617 to 672, with notable growth in second-tier cities [2]. Cost Management - The gross margin improved to 70.5%, a year-on-year increase of 2.61 percentage points, primarily due to centralized procurement reducing ingredient costs [2]. - Employee costs decreased by 8.2% to 666 million RMB, optimizing the employee cost ratio to 24.6%, down 3.95 percentage points year-on-year [2]. Shareholder Returns - The company distributed dividends of 250 million RMB in H1 2025, maintaining a high payout ratio of 65.4%, with approximately 0.2119 RMB per share [3]. Future Outlook - Revenue projections for 2025, 2026, and 2027 are estimated at 6.1 billion RMB, 7.7 billion RMB, and 9.5 billion RMB respectively, with net profits expected to be 780 million RMB, 950 million RMB, and 1.17 billion RMB [3].