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直击业绩会 | 速腾聚创CEO邱纯潮:预期年内灵巧手能够做好量产准备
每日经济新闻· 2025-04-01 08:35
在具身智能业务战略上,速腾聚创立足整机,研发通用机器人开发平台,从整机的研发成果中不断沉淀 落地增量的零部件与解决方案产品。目前,其已与包括宇树科技、上海人形在内的全球超十家人形机器 人企业建立战略合作伙伴关系。 邱纯潮表示,公司已经推出了第二代灵巧手,还会持续迭代,预期今年年内灵巧手就能够做好量产准 备,并实现一定的营业收入。"年内会把眼睛、手等零部件量产,在具体场景里落地。正与合作伙伴积 极探索各种有益的商业落地方式,将随着产业逐步成熟而不断获益。" 截至2024年12月31日,速腾聚创已为机器人及其他非汽车行业的大约2800名客户提供服务。2024年,速 腾聚创来自用于机器人及其他行业的激光雷达产品的销售收入由2023年的1.87亿元增长至1.99亿元。 对于盈亏平衡的目标,邱纯潮回应称,内部目标依然是激光雷达板块在今年下半年某个季度实现单季度 盈亏平衡,有望在2026年实现全年盈利。 每经记者 黄婉银 每经编辑 魏官红 3月31日晚间,速腾聚创(HK02498,股价37.65港元,市值177.67亿港元)线上召开了2024年业绩发布 会。 年报显示,速腾聚创2024年实现总收入约16.5亿元(人民币, ...
绿色经济(01315.HK)4月1日收盘上涨13.46%,成交1475港元
搜狐财经· 2025-04-01 08:35
4月1日,截至港股收盘,恒生指数上涨0.38%,报23206.84点。绿色经济(01315.HK)收报0.118港元/ 股,上涨13.46%,成交量1.3万股,成交额1475港元,振幅0.96%。 来源:金融界 行业估值方面,建筑行业市盈率(TTM)平均值为7.99倍,行业中值2.49倍。绿色经济市盈率1.99倍, 行业排名第5位;其他浦江国际(02060.HK)为1.01倍、靛蓝星(08373.HK)为1.58倍、中国管业 (00380.HK)为1.63倍、进升集团控股(01581.HK)为1.67倍、饮食天王(环球)(08619.HK)为2.43 倍。 资料显示,绿色经济发展有限公司于二零一一年五月三十一日根据开曼群岛公司法于开曼群岛注册成立 为获豁免有限责任公司。本公司拥有多家于英属维尔京群岛、香港、澳门及新加坡注册成立的直接及间 接附属公司。本集团作为主承建商主要从事( a )于香港、澳门及新加坡提供楼宇建造服务,( b )于香港提 供物业维修保养服务,( c )于香港、澳门及新加坡提供改建、翻新、改善工程及室内装修工程服务。作为 提供改建、翻新、改善工程及室内装修工程服务的室内装修主承建商,本集团已 ...
狂飙的泡泡玛特,冲向千亿营收
财经网· 2025-04-01 08:32
Core Insights - 2024 marks a significant year for Pop Mart, achieving a revenue of 13.04 billion yuan, a year-on-year increase of 106.9%, and an adjusted net profit of 3.4 billion yuan, up 185.9% [1] - The company aims to reach a revenue of 20 billion yuan in 2025, targeting over 50% year-on-year growth, with overseas business expected to exceed 10 billion yuan, achieving over 100% growth [1][5] Revenue Breakdown - Domestic revenue reached 7.97 billion yuan, a 52.3% increase, while overseas and Hong Kong, Macau, and Taiwan revenue was 5.07 billion yuan, growing 375.2%, accounting for 38.9% of total revenue [1] - Southeast Asia emerged as the highest revenue region with 2.4 billion yuan, representing 47.4% of overseas revenue and a staggering growth of 619.1% [2] IP Performance - LABUBU became a standout IP, generating 3 billion yuan in revenue, contributing over 20% to total revenue, and surpassing the previous leading IP, MOLLY [3] - MOLLY generated 2.09 billion yuan, up 105.2%, while SKULLPANDA reached 1.31 billion yuan, a 27.7% increase [3] Product Category Expansion - The company diversified its product categories, with figures showing 6.94 billion yuan from figurines, a 44.7% increase, while plush toys saw explosive growth at 2.83 billion yuan, up 1289% [4] Future Plans - Pop Mart plans to open approximately 100 new stores overseas, focusing on key urban locations and transportation hubs, with significant expansions planned in the US, Australia, France, Singapore, and Japan [2][5] - The company aims to enhance its brand presence and consumer experience, moving towards a more culturally enriched IP consumption experience [5]
能源国际投资(00353.HK)4月1日收盘上涨8.64%,成交140.64万港元
搜狐财经· 2025-04-01 08:24
行业估值方面,石油及天然气行业市盈率(TTM)平均值为33.54倍,行业中值5.28倍。能源国际投资 市盈率8.04倍,行业排名第14位;其他珠江钢管(01938.HK)为0.87倍、CGII HLDGS(01940.HK)为 4.1倍、中信资源(01205.HK)为5.01倍、交运燃气(01407.HK)为5.02倍、域高国际控股 (01621.HK)为5.54倍。 资料显示,能源国际投资控股有限公司主要业务为投资控股。本公司及其附属公司(统称为'本集团')之 主要业务包括:-油品及液体化工品码头,指经营租赁油品及液体化工品码头连同储存及物流设施以及提供 代理服务及买卖油品及液体化工品业务;及-保险经纪服务,指提供保险经纪服务业务。 (以上内容为金融界基于公开消息,由程序或算法智能生成,不作为投资建议或交易依据。) 来源:金融界 最近一个月来,能源国际投资累计涨幅14.08%,今年来累计跌幅15.62%,跑输恒生指数15.25%的涨 幅。 财务数据显示,截至2024年9月30日,能源国际投资实现营业总收入6640.6万元,同比减少52.83%;归 母净利润1883.03万元,同比增长13.34%;毛利率92 ...
海吉亚医疗(06078.HK)4月1日收盘上涨9.97%,成交5.25亿港元
搜狐财经· 2025-04-01 08:24
Company Overview - Hai Ji Ya Medical Holdings Limited is a medical group focused on oncology, listed on the Hong Kong Stock Exchange since June 29, 2020, under stock code 06078.HK [3] - The company operates a network of oncology-focused hospitals and radiotherapy centers across multiple provinces and cities in China, managing or operating 13 hospitals as of June 30, 2023 [3] - The company has established partnerships with 24 third-party hospitals to provide radiotherapy services [3] Financial Performance - For the fiscal year ending December 31, 2024, Hai Ji Ya Medical reported total revenue of 4.446 billion yuan, a year-on-year increase of 9.06% [2] - The net profit attributable to shareholders was 598 million yuan, reflecting a year-on-year decrease of 12.4% [2] - The company's gross margin stood at 29.9%, with a debt-to-asset ratio of 38.93% [2] Stock Performance - As of April 1, the stock price of Hai Ji Ya Medical was 14.78 HKD per share, marking a 9.97% increase with a trading volume of 34.7844 million shares and a turnover of 0.525 billion HKD [1] - Over the past month, the stock has experienced a cumulative decline of 8.94%, and a year-to-date decline of 5.75%, underperforming the Hang Seng Index, which has risen by 15.25% [2] Industry Valuation - The average price-to-earnings (P/E) ratio for the healthcare equipment and services industry is -18.15 times, with a median of 2.44 times [3] - Hai Ji Ya Medical's P/E ratio is 12.94 times, ranking 25th in the industry [3] - Comparatively, other companies in the sector have significantly lower P/E ratios, such as Giant Medical Holdings at 0.24 times and Jing Jiu Kang Liao at 0.38 times [3] Technological Development - Shanghai Gamma Star Technology Development Co., Ltd., a wholly-owned subsidiary of Hai Ji Ya Medical, has developed a patented stereotactic radiotherapy system for treating tumors [4] - The company employs a vertically integrated radiotherapy service model, enhancing operational efficiency and profitability [4] Shareholder Activity - On March 31, 2025, shareholder Zhu Yiwen increased his holdings by 258,400 shares at an average price of 13.3997 HKD per share, bringing his total holdings to 284.2 million shares, representing 45.7% of the company [5]
华视集团控股(01111.HK)4月1日收盘上涨10.0%,成交10.56万港元
搜狐财经· 2025-04-01 08:24
资料显示,华视集团控股有限公司为一家位于中国湖北省的品牌、广告及营销方案一体化服务供应商, 提供从市场研究(通过与研究机构合作)到品牌、广告及营销方案执行的整个价值链中的一站式服务,从而 协助品牌商、广告主及广告代理商制订及实施有效的服务方案,以达成其推广需求及营销目标,从而进一 步提高其品牌在目标受众中的声誉及提高其产品或服务的竞争力及市场份额。 大事提醒 4月1日,截至港股收盘,恒生指数上涨0.38%,报23206.84点。华视集团控股(01111.HK)收报0.22港 元/股,上涨10.0%,成交量52.8万股,成交额10.56万港元,振幅11.5%。 最近一个月来,华视集团控股累计跌幅4.31%,今年来累计跌幅17.01%,跑输恒生指数15.25%的涨幅。 财务数据显示,截至2024年12月31日,华视集团控股实现营业总收入2.89亿元,同比增长22.91%;归母 净利润8063.5万元,同比增长24.09%;毛利率55.3%,资产负债率34.33%。 机构评级方面,目前暂无机构对该股做出投资评级建议。 行业估值方面,媒体及娱乐行业市盈率(TTM)平均值为-5.75倍,行业中值-0.83倍。华视集团控 ...
大模型驱动银行业变革 金融壹账通:全场景AI解决方案将成助力
环球网· 2025-04-01 08:23
【环球网财经综合报道】随着开源大模型如DeepSeek的兴起,金融业,尤其是银行业正站在智能化的 风口浪尖上。3月21日,金融壹账通在广州举办的"大模型驱动,智启银行未来"研讨会,无疑为这一趋 势加了一把火。 目前,银行业对智能体的应用仍处于探索阶段。早在不久之前,金融壹账通就发布自主研发的智能体平 台,并接入DeepSeek、通义千问等开源大模型,推出面向银行业的全场景AI解决方案。该方案采用"开 源大模型+智能体平台"双引擎驱动模式,充分发挥开源大模型的通用能力,并结合银行业务特点进行 优化训练,使其在银行业务场景下的语义理解、逻辑推理、多轮交互等方面具备更强适应性。金融壹账 通"智能体平台"已涵盖Agent智能体、Workflow工作流、Plug-in插件库、RAG知识检索四大核心模块, 令企业报告自动生成的撰写效率提升 2.5 倍、智能审单的审核时长缩短 2/3、BI分析环节的数据查询速 度提升 5 倍、客服辅助的客户进线平均服务时效提升20%,全面提升银行业的智能化运营能力。(陈十 一) 平安科技的风控产品总监吴文哲则从大模型在风控领域的应用入手,揭示了其巨大的潜力。他表示,大 模型能够显著提升金融 ...
长和拆分全球电信业务,李嘉诚还没死心!
搜狐财经· 2025-04-01 08:21
对于这个消息,长和集团特意发了一个公告,写的是,公司可能交易,或拆分上市全球电讯业务的资产和运营相关业务。但董事会还没有就公司 的全球电讯业务的任何交易做出决定。啥意思呢?队长给大家翻译一下就是,李嘉诚确实想拆分资产,但现在风高浪急,舆论刺激太大了。这事 暂时做不了决定,等风头过了,等到合适的时机,再拆分。 来源:牲产队2024 拆分长和资产,李嘉诚似乎铁了心要卖港口。 就在"港口交易"被叫停,市监总局介入审查以后,长和集团又传出消息。李嘉诚的次子李泽楷旗下的电信业务等,将全面拆分,准备前往英国伦 敦上市。又是卖港口,又是拆分资产,这岂不是顶风作案吗?在这个关键时刻,李嘉诚到底在打什么算盘? 为什么要拆分呢?主要有三个原因: 一是,长和旗下的电信业务,主要市场不在中国,而在欧洲。在中国,盈科电讯主要覆盖香港和澳门。这香港、澳门总人口才800来万,市场比较 小。它真正的大市场在欧洲六国,分别是英国、意大利、瑞典、丹麦、奥地利和新西兰。因为这些资产本身就位于欧洲,市场也在欧洲。它最合 适的上市地点,就是英国伦敦了。 二是,规避风险。香港资本都有一个共性,即两头吃。一边吃大陆的市场红利,一边吃欧美的资本红利。以前, ...
越秀地产新增土地储备271万平方米 2025年销售目标1205亿元
中国经营报· 2025-04-01 08:16
Core Insights - Yuexiu Property (0123.HK) reported a revenue of approximately 86.4 billion yuan for 2024, representing a year-on-year increase of 7.7%, while the net profit attributable to equity holders decreased by 67.3% to approximately 1.04 billion yuan [1] - The company achieved a total contracted sales of approximately 114.54 billion yuan in 2024, a decline of 19.4% compared to the previous year, and did not meet its initial target of 147 billion yuan for the year [1] - For 2025, Yuexiu Property set a sales target of 120.5 billion yuan, indicating a growth of 5.2% from 2024 [1] Financial Performance - The gross profit margin for 2024 was approximately 10.5%, a decrease of 4.8 percentage points year-on-year [1] - The core net profit for 2024 was approximately 1.59 billion yuan, down 54.4% year-on-year [1] - The company reported a cash inflow from operating activities of 21.73 billion yuan, significantly up from 8.35 billion yuan in 2023 [4] Land Acquisition and Inventory - In 2024, Yuexiu Property acquired 24 new land parcels across 8 cities, totaling approximately 2.71 million square meters, all located in first and second-tier cities [1][3] - As of the end of 2024, the total land reserve was approximately 19.71 million square meters, with 96% located in first and second-tier cities [1] - The company’s land reserve in first-tier cities accounted for 42.9% of the total [3] Sales and Market Strategy - The average contract sales price for 2024 was 29,200 yuan per square meter, with a total recognized sales amount of 80.8 billion yuan [3] - In the first two months of 2025, the company achieved a contract sales amount of approximately 12.83 billion yuan, reflecting a year-on-year increase of 23.8% [3] - The company emphasized a flexible marketing strategy to address market pressures, focusing on inventory reduction and digital marketing initiatives [2] Investment and Financial Health - Yuexiu Property completed equity investments totaling 29.46 billion yuan in 2024, with significant investments in Beijing, Shanghai, and Guangzhou [2] - The company maintained a cash reserve of approximately 50 billion yuan at the end of 2024, an increase of 8.6% from the beginning of the year [4] - The company’s financial metrics remained healthy, with a debt-to-asset ratio of 68.1% and a net gearing ratio of 51.7% [4] Operational Efficiency - The company established a production management center to enhance operational efficiency and asset utilization [5] - The chairman indicated a focus on maintaining positive operating cash flow and reducing financing costs while ensuring financial stability [5]
“扎根地方经济+数字化转型”的东莞农商银行,2024年报数据双降
金融界· 2025-04-01 08:06
Financial Performance - Dongguan Rural Commercial Bank reported a revenue of 12.312 billion yuan in 2024, a year-on-year decrease of 7.15% [1] - Net profit fell to 4.861 billion yuan, down 9.08% year-on-year, with attributable net profit decreasing by 10.40% to 4.625 billion yuan [1] - Pre-tax profit saw a significant decline of 20.62% to 4.104 billion yuan, primarily due to falling market interest rates and policies aimed at benefiting the real economy, leading to a 13.22% reduction in net interest income [1] Business Growth - The bank's total assets reached 745.904 billion yuan, reflecting a year-on-year growth of 5.23% [1] - Deposits increased by 6.81% to 520.248 billion yuan, while loans grew by 7.31% to 381.045 billion yuan, indicating strong regional market penetration and support for the real economy [1] Profitability Challenges - The average yield on interest-earning assets decreased from 3.64% to 3.23%, primarily due to lower loan yields influenced by the decline in LPR and reduced bond investment returns [2] - Despite a slight decrease in the cost of interest-bearing liabilities to 1.93%, net interest margin pressure remains significant [2] - Non-interest income saw a structural adjustment, with non-interest net income increasing by 16.73% to 3.138 billion yuan, largely driven by a 70.87% surge in trading net income [2] Asset Quality - The non-performing loan (NPL) ratio rose from 1.23% in 2023 to 1.84%, indicating increasing risk exposure [3] - The provision coverage ratio significantly dropped from 308.30% to 207.72%, reflecting a weakened risk mitigation capacity [3] Liquidity and Capital Adequacy - The loan-to-deposit ratio slightly increased to 73.27%, showing improved liquidity management [3] - Capital adequacy ratio stood at 16.54%, with a Tier 1 capital adequacy ratio of 14.37%, both exceeding regulatory requirements [3] Future Outlook - The bank's performance highlights the typical challenges faced by regional banks during macroeconomic pressures, balancing scale expansion with profitability [3] - Future focus will be on achieving "high-quality growth" through digital transformation, optimizing asset structure, and strengthening risk control capabilities [3]