透视首程控股(00697)2024年财报:亮眼业绩凸显优质基本面,财务护城河助力穿越周期
智通财经网· 2025-03-27 08:56
Core Viewpoint - The company has demonstrated strong financial performance and growth potential in the robotics industry, leading to significant market interest and a stock price increase of 91% over 12 trading days starting February 7 [1] Financial Performance - For the fiscal year 2024, the company reported revenue of HKD 1.215 billion, a year-on-year increase of 37.5%, and a gross profit of HKD 507 million, up 41% [1] - The company has high liquidity assets amounting to HKD 4.368 billion and a low debt-to-asset ratio of 31.2%, significantly below the industry average [1][2] - The board proposed a total dividend and special dividend of HKD 888 million for the fiscal year ending December 31, 2024, along with a mid-year dividend of HKD 208 million, totaling HKD 1.096 billion [1] Business Model and Strategy - The company's business model, termed "Asset Circulation + Intelligent Operation," has been pivotal in achieving operational efficiency and cash flow stability [3] - The asset operation segment generated revenue of HKD 921 million, reflecting a 40% increase, driven by expansion in parking lots and industrial parks [3][4] - The company has established a comprehensive network in parking asset management, enhancing operational efficiency through technology [4] Expansion and Investment - The company has launched two major funds aimed at infrastructure investment, with a total scale of HKD 10 billion, indicating strong growth potential in its asset financing business [7][8] - The REITs market recovery has positively impacted the company's asset financing segment, which saw a revenue increase of 31% to HKD 284 million in 2024 [8][9] - The company has also made significant investments in the robotics sector, establishing a fund with a total scale of RMB 10 billion to support the entire robotics industry chain [9][10] Future Outlook - The company is expected to maintain a stable growth trajectory supported by its strong financial foundation and proactive shareholder return strategies, which may enhance its valuation in the capital market [11][12] - The management's confidence in future growth is reflected in the announced dividend and share buyback plans, totaling HKD 1.396 billion [11]
上海实业控股(00363)2024年实现净利润28.08亿港元 末期息每股52港仙
智通财经网· 2025-03-27 08:54
消费品业务本年度盈利贡献为 6.43 亿港元,较去年度上升 71.8%,占集团业务净利润约 20.8%。2024年 宏观经济环境复杂多变,消费品市场机遇与挑战并存,整体呈现温和的复苏态势。年内,南洋兄弟烟草 股份有限公司坚决落实"固本强基、不断创新"的发展方针,密切关注市场变化,主动把握出货节奏,适 时调节,继续拓展海内外市场,成效持续显现,销售大盘稳步向好,销售量及销售额同比稳步回升。本 年度,永发印务有限公司贯彻稳健经营的理念,在资产运营效益提升、烟包业务较好回暖及内部挖潜增 效等多重积极因素贡献下,实现了全年业绩稳步向好。 房地产业务2024年亏损 2.36 亿港元,较去年度由盈转亏,占集团业务净利润约负 7.7%,下跌主要由于 上海实业发展股份有限公司交房结转收入大幅减少及本公司直接持有 49%权益的"上实•海上湾"项目于 去年度确认物业结转入账提供大额盈利贡献。 智通财经APP讯,上海实业控股(00363)公布2024年业绩,营业额为 289.18亿港元,净利润28.08亿港 元,每股盈利2.582港元,末期股息每股52港仙。 其中,基建环保业务本年度盈利为 26.29 亿港元,较去年度上升 13. ...
北京控股(00392)发布年度业绩,股东应占溢利约51.23亿元,拟派付末期股息每股0.77港元
智通财经网· 2025-03-27 08:54
智通财经APP讯,北京控股(00392)发布截至2024年12月31日止年度业绩,营业收入约840.64亿元(人民 币,下同),同比上升2.1%;股东应佔溢利约51.23亿元,倘若撇除去年一次性事项影响,同比上升5%;每 股基本及摊薄盈利4.07元;建议派付2024年度末期股息每股0.77港元,连同中期股息每股0.85港元,全年 股息每股1.62港元,同比上升1.25%。 公告称,公司2024年积极进取,与成员企业携手合作,在多个方面取得突破,给2024年公司整体经营带 来丰硕的成果,主要体现如下: 北京燃气天津南港LNG项目在全面投产的首年,液化天然气加工量突破100万吨。 北控水务连续14年荣登中国水业十大影响力企业榜首,连续3年自由现金流为正,转型成果显现。 EEWGmbH污泥等新产线投产,运营效率提升,推动EBITDA创下历史新高。 燕京啤酒营业收入再创厉史新高,净利润首次突破10亿元,以持续双位数增长领跑行业。 持续推动债务结构优化,降低资金成本。年内熊猫债发行规模破百亿元,发行利率多次创下同期产品的 最低水平;首次对存量的美元债券进行货币掉期,降低存量美元债的成本;全年总部财务成本同比降低超 过3 ...
逆势修复的确定性样本,卓越商企服务(6989.HK)做对了什么?
格隆汇· 2025-03-27 08:52
2024年,商业地产行业在宏观经济波动、有效需求不足背景下分化持续加剧,即便行业整体承压,商管 服务赛道中卓越商企服务(6989.HK)仍然交出了一份表现不俗的财报。 这份财报不仅印证了其作为商企服务赛道领先玩家的护城河优势,更展现出逆周期修复的强"阿尔法"属 性。 1、业绩韧性:营收利润企稳回升,经营能力穿越周期 财报数据来看,过去的2024年,卓越商企服务实现收入42.32亿元人民币,同比增长7.8%;实现毛利 7.93亿元,同比增长6.3%;实现归母净利润3.12亿元,同比增长3.1%。 在行业整体利润率承压的背景下,公司营收的增长与利润企稳验证了其不俗的经营能力。 聚焦到业绩亮点来看。 其一,规模稳步扩张,毛利率保持稳定。 财报显示,公司合约面积约为8332万平方米,同比增长约8.6%,在管面积约7220万平方米,同比增长 约12.7%。 对应到收入层面,来自物业管理服务的收入达到36.2亿元,同比增长12.4%。板块毛利率为17.8%,在市 场竞争激烈的背景下,公司保持了毛利率的相对稳定,仅较去年同期下降0.6个百分点。 其二,第三方外拓增长,持续调结构稳增长。 过去一年,公司在管物业中来自第三方的 ...
业绩会实录 | 五菱汽车(00305):积极推进“菱势工程”,对2025年交出满意答卷有信心
智通财经网· 2025-03-27 08:47
Core Viewpoint - Wuling Motors reported a significant growth in its main business for the fiscal year 2024, with total revenue reaching 7.95 billion RMB, driven by strong performance in automotive parts and industrial services [2] Financial Performance - Total revenue for 2024 was 7.95 billion RMB, with automotive parts and other industrial services contributing 69%, automotive power systems 22%, and commercial vehicles 9% [2] - Net profit for 2024 was approximately 110 million RMB, a year-on-year increase of 60.2%, while profit attributable to shareholders surged by 115.6% to 50.62 million RMB [2] Strategic Initiatives - The company is focusing on the "Ling Shi Project" to enhance its core business areas, particularly in new energy power, drive axles, and chassis [2][3] - Wuling Motors aims to achieve over 15 billion RMB in revenue from new energy vehicles and over 5 billion RMB from each component sector within the next three years [4] Market Outlook - The company anticipates a favorable macroeconomic environment with potential supportive policies from the Chinese government in 2025 [2] - Wuling Motors is committed to expanding its international market presence and enhancing product quality and value [3] Technological Advancements - The company is actively pursuing smart technology applications in both components and vehicles, including intelligent driving features and AI integration [5][10] - Research is ongoing in low-altitude economy sectors, including flying cars and aerial logistics [6] Customer Diversification - Wuling Motors is working to reduce its dependency on SAIC-GM-Wuling by broadening its customer base and exploring new market opportunities [7] Competitive Landscape - The company recognizes the competitive pressures in the automotive industry and is focusing on core components to maintain its market position [11]
乐普生物-B(02157.HK)2024年业绩亮眼:总收入大增63.2%,商业化强势增长
格隆汇APP· 2025-03-27 08:45
2024年,集团已录得收入约人民币2200万元,其产生自KYM(由集团与康诺亚成立的合营企业)与 AstraZeneca于2023年2月23日订立的CMG901的许可协议项下的里程碑付款及所提供的技术转让服务。 集团始终致力于推进全球合作战略,并积极开展对外授权合作。此外,于2025年1月,公司与 ArriVent 订立独家许可协议,据此协议,公司授予ArriVent在大中华区以外地区开发、制造和商业化MRG007的 全球独家许可。根据协议条款,公司有资格获得总计最高达12亿美元的款项(包括首付款及开发、注册 及销售里程碑付款),以及销售净额的分级特许权使用费。 此外,集团战略性地利用集团的剩余产能为乐普医疗及╱或其附属公司提供CDMO服务,以支持其 GLP-1及相关产品的开发。这些努力在2024年为集团带来约人民币4550万元的CDMO服务相关收入。展 望2025年,根据独立股东在公司于2025年1月7日举行的2025年第一次临时股东大会上所授出的批准,公 司预期继续产生不超过人民币3600万元(年度上限)的CDMO相关收入。截至2024年12月31日止年度,集 团亦继续专注于其候选药物的研发,同时不断评估 ...
基石药业-B(02616)发布年度业绩,收入4.07亿元 已成功上市4款创新药 并获得涵盖9个适应症的16项NDA批准
智通财经网· 2025-03-27 08:42
Group 1 - The company reported a revenue of RMB 407 million for the year ending December 31, 2024, representing a year-on-year decrease of 12.21% [1] - The net loss for the year was RMB 91.207 million, a reduction of 75.16% compared to the previous year [1] - Research and development expenses amounted to RMB 134.7 million, down 74.49% year-on-year [1] - The revenue included sales of drugs (Avaratnib and Pralsetinib) totaling RMB 175 million, licensing fee income of RMB 204 million, and royalties from Shuglikizumab of RMB 28.81 million [1] - Licensing fee income increased by RMB 108 million or 113.1%, which significantly offset the decline in drug sales revenue [1] - The company has successfully launched four innovative drugs and received 16 NDA approvals covering nine indications since its establishment [1] - The current research pipeline includes 16 candidate drugs, featuring potential first-in-class or best-in-class ADCs, multi-specific antibodies, immunotherapies, and precision medicines [1] Group 2 - The company aims to enhance its internal development capabilities and continue investing in R&D to advance a strong and distinctive pipeline [2] - The goal is to maximize the global commercial potential of approved drugs through strategic partnerships and localized production [2]
中国海洋石油(00883)发布年度业绩 股东应占溢利1379.36亿元 同比增长11.38% 证实储量再创历史新高
智通财经网· 2025-03-27 08:42
Core Viewpoint - China National Offshore Oil Corporation (CNOOC) reported a total revenue of RMB 420.506 billion for the year ending December 31, 2024, reflecting a year-on-year growth of 0.94% and a net profit attributable to shareholders of RMB 137.936 billion, which is an increase of 11.38% [1] Group 1: Financial Performance - Total revenue reached RMB 420.506 billion, with a year-on-year increase of 0.94% [1] - Net profit attributable to shareholders was RMB 137.936 billion, representing an 11.38% increase [1] - Earnings per share stood at RMB 2.9, with a proposed final dividend of HKD 0.66 per share [1] Group 2: Resource and Production Growth - The company achieved a record high in proven reserves with a replacement rate of 167%, ensuring a stable reserve life of 10 years [1] - Oil and gas production reached 726.8 million barrels of oil equivalent, marking a 7.2% year-on-year increase [1] - The company made 11 new oil and gas discoveries during the year and established a trillion-cubic-meter gas area in the South China Sea [1] Group 3: Technological Innovation and International Expansion - The company is enhancing its technological innovation capabilities, with significant discoveries guided by innovative exploration theories [2] - The "Deep Sea No. 1" ultra-deepwater gas field won the National Science and Technology Progress Award, showcasing the company's advancements in technology [2] - CNOOC successfully acquired 10 oil contracts in Mozambique, Brazil, and Iraq, further solidifying its position as a leading global industry player [1]
海天地悦旅(01832):永久关闭Kanoa Resort
智通财经网· 2025-03-27 08:42
Kanoa Resort自2022年七月以来一直关闭。此期间内,本集团不断为Kanoa Resort的翻新及品牌重塑工作 进行规划,以待旅游市场全面复苏后随即作为"voco Resort Saipan"重新开业。 然而,鉴于延迟恢復往来塞班及其主要客源市场的航班,令塞班的休閒旅游市场复苏进度相当缓慢。于 2024年,塞班录得到访旅客约229000人次,仅佔2019年(疫情前)到访旅客人数约47.0%。儘管本集团位 于塞班的酒店入住率自疫情结束以来一直稳定上升,但本集团旗下Crowne Plaza Resort Saipan作为市内 最新的酒店,2024年的入住率仅达47.1%。鉴于入住率低于预期, Kanoa Resort于可见未来重新开业未 必对本集团有利,尤其当Kanoa Resort会与本集团位于塞班的其他酒店竞争,则情况更甚。 智通财经APP讯,海天地悦旅(01832)发布公告,该集团管理层已就集团位于塞班Susupe的酒店Kanoa Resort("Kanoa Resort",自2022年七月以来未有营业)的未来发展作出决策。 经审慎考虑塞班休閒旅游市场复苏步伐以及对Kanoa Resort进行翻新 ...
舒宝国际港股上市首日涨31.37% 净募资0.86亿港元
中国经济网· 2025-03-27 08:41
中国经济网北京3月27日讯舒宝国际集团有限公司(以下简称"舒宝国际",02569.HK)今日在港交所上 市,开盘报0.49港元,跌破发行价。截至收盘,该股收报0.67港元,涨幅31.37%。 最终发售价及分配结果公告显示,舒宝国际发售股份数目250,000,000股股份,香港公开发售的发售股份 数目(经重新分配后)125,000,000股股份,国际发售的发售股份数目(经重新分配后)125,000,000股股份。 | 發售股份及股本 | | | --- | --- | | 發售股份數目 | 250.000.000 | | 香港公開發售的發售股份數目(經重新分配後) | 125,000,000 | | 國際發售的發售股份數目(經重新分配後) | 125,000,000 | | 於上市時已發行的股份數目 | 1,000,000,000 | 舒宝国际的独家保荐人及独家整体协调人为日进资本有限公司,联席全球协调人、联席账簿管理人及联 席牵头经办人为日进资本有限公司、越秀证券有限公司,联席账簿管理人及联席牵头经办人为民银证券 有限公司、鸿升证券有限公司、粤商国际证券有限公司、中泰国际证券有限公司、中募金融资管有限公 司, ...