透云生物建议採纳新购股权计划及终止现有购股权计划
Zhi Tong Cai Jing· 2025-04-24 13:36
上市规则第17章的修订已自2023年1月1日起生效。为此,公司建议终止现有购股权计划并採纳新购股权 计划,该计划将自新购股权计划採纳之日起为期十年有效。新购股权计划的条文将符合2023年1月1日起 生效的经修订上市规则第17章的规定。 董事相信,新购股权计划将有助本集团吸引及挽留本集团的优秀人才,为合资格参与者提供额外激励, 并促进本集团业务的整体成功。此外,新购股权计划将向合资格参与者提供一个于公司拥有个人权益的 机会,有助于激励合资格参与者提高其表现及效率,并吸引及挽留对本集团长远增长及盈利能力有重要 贡献的合资格参与者。 透云生物(01332)发布公告,于2025年4月24日,董事会通过决议,建议採纳新购股权计划及终止现有购 股权计划,以供股东于股东周年大会上批准。 现有购股权计划乃于2022年6月2日获公司採纳,有效期为採纳日期起计十年。根据现有购股权计划的条 款,公司可随时于股东大会上通过决议案终止现有购股权计划,在此情况下不得进一步授出购股权,惟 购股权计划的条文将继续有效,以使在终止前已授出或可能根据现有购股权计划条文须予行使的任何购 股权可继续行使。在终止前根据现有购股权计划授出的购股权应继续 ...
走不出董宇辉阴影的东方甄选,还在拖累新东方
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-24 13:33
Core Viewpoint - New Oriental's Q3 FY2025 financial results show a revenue decline due to the underperformance of its Oriental Selection business, but the education and cultural tourism segments have demonstrated strong growth, indicating stability in the core education business [1][3]. Financial Performance - New Oriental reported a revenue of $1.183 billion for the quarter, a year-on-year decrease of 2.0%. Excluding Oriental Selection, revenue from education and cultural tourism was $1.038 billion, reflecting a year-on-year increase of 21.2% [1][3]. - Operating profit for the quarter was $125 million, up 9.8% year-on-year, while the operating profit excluding Oriental Selection's losses was $126 million, a 5% increase [3]. - Net profit attributable to shareholders rose by 0.1% to $87.3 million [3]. Business Segment Performance - The overseas exam preparation and consulting businesses grew by 7.1% and 21.4% year-on-year, respectively, while domestic exam preparation for adults and college students saw a growth of approximately 17.0% [4]. - The growth rate for overseas exam preparation was the lowest since 2023, indicating a slowdown in this segment due to geopolitical uncertainties [6]. Market Conditions - The geopolitical climate, particularly the uncertainty surrounding the potential re-election of Donald Trump, has negatively impacted New Oriental's overseas study-related businesses [6]. - The company anticipates continued slow growth in overseas-related business, projecting an 8% revenue increase in the next quarter and a 5% to 10% growth for the next fiscal year in overseas exam preparation [6]. New Business Growth - New Oriental's new education business segment experienced robust growth, with revenue increasing by 34.5% year-on-year. Non-subject tutoring courses had 408,000 enrollments, a 14.9% increase, while active paying users for smart learning systems grew by 64.4% to 309,000 [4][8]. - The company expanded its offline teaching centers significantly, increasing from 748 at the beginning of the fiscal year to 1,089 by the end of Q1 FY2025 [8]. Strategic Expansion - New Oriental plans to expand its offline capacity by over 20% in FY2025 and by 10% to 15% in FY2026, focusing on expanding within existing cities rather than entering new markets [8]. - The learning machine market is rapidly developing, with a 29.4% year-on-year increase in sales volume for learning tablets in Q1 FY2025, which supports New Oriental's smart learning systems and devices business [8].
出海速递|出海“放贷”:有人铩羽而归,有人疯狂赚钱/泡泡玛特和名创优品,必有一战
3 6 Ke· 2025-04-24 11:16
Group 1 - The core viewpoint of the article discusses the challenges and opportunities faced by Chinese lending institutions expanding overseas, particularly in high-interest and high-default-rate markets like Indonesia and Mexico, leading to some institutions exiting or adjusting their strategies [2]. Group 2 - The article highlights the competitive landscape in overseas lending, emphasizing the intense competition in markets such as Indonesia and Mexico, which has resulted in varying degrees of success for different institutions [2]. - It notes that while some institutions have faced setbacks, others have managed to achieve significant profits, indicating a mixed outcome for Chinese lenders in international markets [2].
北水动向|北水成交净买入33.87亿 电商有望回归良性竞争 北水加仓阿里巴巴(09988)超16亿港元
智通财经网· 2025-04-24 09:57
Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound trading, with a total net buy of 33.87 billion HKD on April 24, 2023, indicating strong investor interest in certain stocks while others faced net sell-offs [1]. Group 1: Stock Performance - Alibaba-W (09988) saw a net buy of 16.1 billion HKD, driven by positive news regarding the cancellation of "refund only" policies across multiple e-commerce platforms, which is expected to enhance competition [4]. - Meituan-W (03690) received a net buy of 13.12 billion HKD, supported by Citigroup's report indicating no risk of ADR delisting and a stable revenue outlook, with UBS predicting a 10% growth in food delivery orders this year [5]. - Xpeng Motors-W (09868) had a net buy of 2.56 billion HKD, following the launch of its new P7+ model and the introduction of its humanoid robot, which is set for mass production by 2026 [5]. - China Mobile (00941) faced a net sell of 3.57 billion HKD, with a slight revenue growth of 0.02% in Q1, indicating a slowdown in the telecom sector [7]. - CNOOC (00883) experienced a net sell of 2.83 billion HKD, attributed to a significant drop in international oil prices and concerns over OPEC+ production increases [6]. Group 2: Market Trends - The overall northbound trading activity reflects a shift in investor sentiment, with notable buying interest in technology and e-commerce sectors while traditional sectors like telecommunications and energy face challenges [1][6]. - The cancellation of "refund only" policies in e-commerce is expected to lead to healthier competition among platforms, potentially benefiting companies like Alibaba [4]. - The outlook for gold-related stocks, such as Chifeng Jilong Gold Mining (06693), remains optimistic due to anticipated production growth and lower costs, despite fluctuations in gold prices [6].
心玮医疗-B:2024年亏损1362.2万元
Sou Hu Cai Jing· 2025-04-24 09:16
中证智能财讯 心玮医疗-B(06609)4月23日披露2024年度报告。报告期内,公司实现营业总收入3.01亿元,同比增长16.46%;归母净利润亏损1362.2万元, 上年同期亏损9401.2万元;经营活动产生的现金流量净额为-323.4万元,上年同期为-8840.6万元;据报告显示,心玮医疗-B基本每股收益为-0.36元,加权平 均净资产收益率为-1.26%。 以4月23日收盘价计算,心玮医疗-B目前市净率(TTM)约0.95倍,市销率(TTM)约3.62倍。 公司是从事创新型神经介入医疗器械研发的中国公司。该公司产品组合包括神经介入及心脏医疗器械,其主要产品为Captor取栓器械(Captor)及左心耳封堵 器。该公司产品组合从治疗及预防缺血性脑卒中(包括急性缺血性脑卒中及颅内动脉狭窄)到出血性脑卒中的治疗。该公司其他产品包括封堵球囊导管、 ExtraFlexTM远端通路导管及SupSelekTM微导管。该公司主要在国内市场开展业务。 市净率(LF)历史分位(%) 001 190 80 75.93 70 68:17 64.23 63 33 60 50 50×51 40 3486 30 31661 20 ...
香港交易所信息显示,美国银行在哔哩哔哩-W的持股比例于04月21日从7.47%降至7.03%。
news flash· 2025-04-24 09:09
香港交易所信息显示, 美国银行在 哔哩哔哩-W的持股比例于04月21日从7.47%降至7.03%。 ...
周大福(01929)第四季度零售值同比下降11.6%
智通财经网· 2025-04-24 09:05
Core Viewpoint - Chow Tai Fook's retail value experienced a decline in the fourth quarter, influenced by external macroeconomic factors and high gold prices, with a notable drop in sales across various markets [1][2] Group 1: Retail Performance - The group's retail value for the quarter ending March 31, 2025, decreased by 11.6% year-on-year, with mainland China down 10.4% and Hong Kong, Macau, and other markets down 20.7% [1] - Same-store sales in mainland China fell by 13.2% for direct stores and 8.7% for franchise stores, while Hong Kong and Macau saw a similar trend with a 22.5% decline in same-store sales [1] - The average selling price of gold jewelry remained resilient, increasing to HKD 6,400 in mainland China and HKD 8,600 in Hong Kong and Macau [1] Group 2: Product and Market Insights - Despite a challenging macro environment, strong sales of gold-inlaid diamond and other gemstone products led to a significant narrowing of the same-store sales decline for jewelry in mainland China [2] - The average selling price of jewelry in mainland China surged to HKD 10,900, while Hong Kong and Macau reached HKD 16,000 [2] - The company optimized its retail network by closing 395 retail points in mainland China and opening one in Hong Kong and Macau, while also closing three points in Japan and Vietnam [2]
周大福(01929.HK):于第四季度,宏观经济外部因素及黄金价格高企持续影响消费意欲。然而,季内我们的产品优化措施取得积极成效,带动定价产品展现强劲的增长势头及需求,加上我们开展有效的农历新年营销活动,中国内地的同店销售跌幅有所收窄。季内,内地直营店及加盟店的同店销售分别同比下降13.2%及8.7%。
news flash· 2025-04-24 08:59
Core Viewpoint - Chow Tai Fook (01929.HK) is experiencing a decline in same-store sales due to external macroeconomic factors and high gold prices, but product optimization measures and effective marketing campaigns have led to a reduction in the sales decline in mainland China [1] Group 1: Sales Performance - In the fourth quarter, same-store sales in mainland China for direct stores decreased by 13.2% year-on-year [1] - Same-store sales for franchise stores in mainland China fell by 8.7% year-on-year [1] Group 2: Market Conditions - External macroeconomic factors and elevated gold prices continue to impact consumer sentiment [1] - The company's product optimization measures have shown positive results, driving strong growth momentum and demand for priced products [1] Group 3: Marketing Efforts - Effective marketing activities for the Lunar New Year contributed to the narrowing of the same-store sales decline in mainland China [1]
民生国际盘中最高价触及1.170港元,创近一年新高
Jin Rong Jie· 2025-04-24 08:53
截至4月24日收盘,民生国际(00938.HK)报0.970港元,较上个交易日下跌11.01%,当日盘中最高价触 及1.170港元,创近一年新高。 资金流向方面,当日主力流入16.800万港元,流出7.226万港元,净流入9.57万港元。 (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。) 本文源自:金融界 作者:港股君 民生国际有限公司(「本公司」)在香港联合交易所有限公司主板上市(股份代号:938)。本公司是根据百 慕大1981年公司法(经修订)在百慕大注册成立为获豁免之有限责任公司。其注册办事处地址为 ClarendonHouse,2ChurchStreet,HamiltonHM11,Bermuda。本集团专注于发展、销售及租赁中国内地物 业。在2016年7月,本集团完成收购位于中国重庆市中央商业区之一项物业(「重庆物业」)。重庆物业位 于渝中区解放碑商业区,邻近解放碑步行街,该步行街为遍布无数零售店之人行道。鉴于重庆物业之地理 位置,本集团认为重庆物业将得益于邻近地区之高人流量,冀将重庆物业发展为渝中区新地标。重庆物业 现正进行重新发展,包括将商用楼宇翻新为商业╱住宅大 ...