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建业实业(00216)发盈警 预计年度股东应占亏损净额约5.6亿至5.8亿港元
智通财经网· 2025-06-12 12:10
董事会认为,预期亏损的增加主要是由于以下因素的综合影响:(1)递延确认来自广州住宅项目"港汇 台"的合约销售。由于获得完工证书的时间延迟至2024年年底,在已售单位中,仅部份能于2025年3月31 日之前交予买家,导致只有其相应的销售收入于本财政年度入账。已订约但未确认入账的销售额约港币 2.30亿元预计将于下一个财政年度2025/2026年度入账。(2)于2025年3月31日,受到中国香港及中国大陆 物业市场进一步下调之影响,集团投资物业重估所产生的公平值亏损净额约介乎港币4.9亿元至港币5亿 元之间(2024年:港币1.011亿元)。然而,该等公平值亏损属非现金性质,不会影响集团的现金流量及整 体财务状况。(3)商誉的摊销约港币2000万元,属非现金性质。 智通财经APP讯,建业实业(00216)发布公告,集团预期截至2025年3月31日止年度可能取得约5000万港 元至6000万港元的经营亏损,比对截至2024年3月31日止年度的经营溢利为3440万港元。 尽管有上述资料,集团的整体营运、财务状况及现金流量状况仍然稳健。 考虑到投资物业公平值净亏损合共约介于港币4.90亿元至港币5亿元之间(2024年: ...
一个月股价翻倍!顺丰同城还能疯狂多久?
Jin Rong Jie· 2025-06-12 12:10
Core Viewpoint - The stock price of SF Express City (09699.HK) has surged significantly, reaching a historical high of 17.3 HKD per share, with a total increase of 107.48% since May 9, driven by the booming demand in the instant delivery industry [1][2]. Industry Summary - The instant delivery market is experiencing rapid growth, with major platforms like JD and Taobao entering the competition and offering substantial subsidies, further igniting the market [2]. - The domestic instant retail market is projected to reach 650 billion CNY in 2023, reflecting a year-on-year growth of 28.89%, and is expected to grow to 2 trillion CNY by 2030 [2]. - According to third-party data, the order volume in the instant delivery sector is anticipated to reach approximately 482.8 billion orders in 2024, marking a year-on-year increase of 17.6%, with a projected annual growth rate of 13.1% until 2030 [2]. Company Summary - SF Express City has established itself as the largest third-party instant delivery platform in China, benefiting from its neutral positioning, comprehensive coverage, and synergy with the SF ecosystem [2][3]. - The company has reported significant growth in various segments, with a year-on-year increase of 87% in overall business volume during the May Day holiday, and specific categories like supermarket goods and beverages seeing increases of 177% and 106%, respectively [3]. - The entry of competitors like JD has created new opportunities in the instant delivery market, positioning SF Express City to potentially capitalize on industry growth [3][4]. - Despite the stock price surge, the company's latest price-to-earnings ratio (TTM) has reached 106.67, significantly higher than the average of 17.09 for the Hong Kong air cargo and logistics sector [4].
零跑汽车朱江明:最不喜欢、不希望打“价格战”
news flash· 2025-06-12 11:31
金十数据6月12日讯,6月11日,零跑汽车董事长、CEO朱江明在接受媒体采访时谈到了对于近期汽车行 业"价格战"的看法:"实际上所谓的价格战也没有大家想象得那么激烈,其实很多是把原来的各种优惠 叠加在了一起。这是一种宣传模式,更能吸引眼球。我们是不能随意降价的。我们是最不喜欢、不希望 打'价格战'。"零跑汽车副总裁李腾飞补充道:"首先我们不参与(价格战),我们不会主动挑起(价格 战);第二个就是我们的成本控制能力可以应对这样的市场变化,在保证产品竞争力的同时也能保证持 续的盈利能力。" (每经网) 零跑汽车朱江明:最不喜欢、不希望打"价格战" ...
蚂蚁国际、蚂蚁数科双双表态,蚂蚁集团“双线竞速”香港稳定币牌照
3 6 Ke· 2025-06-12 10:51
Core Viewpoint - Ant Group's subsidiaries, Ant International and Ant Digital, plan to apply for a stablecoin license in Hong Kong, indicating a strategic dual approach to enter the global stablecoin regulatory market as the new regulations come into effect in August 2023 [1][2]. Group 1: Business Strategy - Both Ant International and Ant Digital have expressed intentions to apply for the Hong Kong stablecoin license, with Ant International focusing on global treasury management and expanding partnerships, while Ant Digital aims to build digital trading scenarios based on stablecoins [2][3]. - Ant International anticipates processing over $1 trillion in funds in 2024, with over $300 billion expected to utilize blockchain technology, potentially leading to a stablecoin transaction volume exceeding $150 billion [2][3]. Group 2: Regulatory Context - The Hong Kong Legislative Council passed the Stablecoin Regulation Bill in May 2023, which will take effect on August 1, 2023, requiring issuers to meet specific conditions, including a minimum capital of HKD 25 million and 100% reserve asset custody [4]. - The regulation aims to enhance the regulatory framework for virtual asset activities in Hong Kong, ensuring financial stability while promoting financial innovation [4]. Group 3: Market Potential - Stablecoins serve as a bridge between traditional finance and crypto assets, offering stability and convenience for payments and cross-border transactions, thus presenting significant market potential [4][5]. - Ant Digital's focus on technology infrastructure aims to create a new incremental market for stablecoin transactions, enhancing trading efficiency and liquidity [3][4].
印度总理莫迪:失事悲剧令我们震惊且悲痛,与相关部长和当局保持联系,正在协助受飞机坠毁事件影响的人员。正与各部委和相关部门保持联系,积极协助受影响的群体。
news flash· 2025-06-12 10:42
印度总理莫迪:失事悲剧令我们震惊且悲痛,与相关部长和当局保持联系,正在协助受飞机坠毁事件影 响的人员。正与各部委和相关部门保持联系,积极协助受影响的群体。 ...
九识无人车事故频发背后:核心创始团队扎堆从京东物流离职
Nan Fang Du Shi Bao· 2025-06-12 10:29
今年以来,无人配送车在物流等场景加速普及,临近电商年中大促配送高峰,相关企业的无人车交付量 不断攀升。但同时在近段时间,无人配送车上路行驶接连发生交通意外。西安市一辆车身标识为"九 识"的无人快递车与路边停靠的一辆黑色汽车发生追尾事故。此事发生前一日,有网友拍下陕西咸阳一 车身标识有"九识"的无人车在配送过程中,将一辆倒地的电瓶车拖行一段距离后才停下。同日,北京昌 平区一辆同为九识品牌的无人配送车与一辆轿车发生碰撞,事故发生后未停车等待处置,反而自行驶离 现场。 如今,无人配送车产品不断迭代、朝着规模化落地的方向发展。尽管上述事件未造成人员伤亡,但无人 配送车上路行驶接连发生交通意外,引发外界对其安全性的担忧。 据公开信息,近几次事件涉及到的九识智能隶属于九识(苏州)智能科技有限公司(以下简称:九识智 能),成立于2021年8月,号称拥有可成熟规模化商业应用的L4级自动驾驶全栈自研技术。据悉,其背 后创始团队及核心研发成员多来自京东无人车,且多位人员在短短半年时间内批量从京东离职进入九识 智能。 南都记者近日调查发现,成立仅仅两年,九识智能快速研发迭代了5款智能城配无人车,产品研发速度 可谓"创造业内L4从零 ...
海底捞被打工人逼得开始卖盒饭了
Xin Lang Cai Jing· 2025-06-12 10:18
文 | 源Sight王言 现在可能有越来越多的人去海底捞,吃的却不是火锅了。 有网友发现,海底捞部分门店上线了单价22元的工作日自助午餐。根据其发布的图片,该自助餐的品类 包括3款热菜(土豆丝、豆腐、金针菇炒鸡蛋)、3款凉菜(黄瓜醋粉、豆芽面筋、海带丝)、1款水 果、2款饮料以及2款主食。 图来源于小红书 截 在此前,海底捞部分门店其实也上新过"小份菜"等适合"一人食"的产品。这些产品的分量往往要比常规 菜品更小,售价也更低,在4-25元之间。 这些新产品也反映出当前一个基本的经营逻辑,即随着市场愈发内卷,在短期内可能无法通过大规模开 设门店实现业绩增长的情况下,海底捞正在尝试通过将产品细分化的方式,找到新的增长点。 瞄准打工人 近两年,越来越来的打工族开始精打细算,控制开销,比如在工作餐方面,大家更倾向于购买物美价 廉,且没有食品安全风险的产品。而作为火锅巨头,海底捞的品牌也在某种程度上为这些新兴业务提供 了背书,因此成为打工人"最后的体面"。 而"自助午餐",其实并不是海底捞第一次推出低客单价的非火锅产品。 截 与此同时,近期也有网友透露,海底捞部分城市的门店员工开始将卖早餐、盒饭和冒菜的餐车推到街头 售 ...
出海速递 | 海底捞出海挺入“深水区”/Labubu背后:玩具出海如何撕掉“代工”标签
3 6 Ke· 2025-06-12 10:12
Group 1 - The era of easy profits in domestic e-commerce is ending, prompting companies to seek opportunities in Southeast Asia, which has a market size of $370 billion [2] - Chery is set to become the first Chinese car manufacturer to export over 5 million vehicles, with products launching in Hong Kong this year [4] - Xiaopeng Motors aims to be among the first companies to introduce advanced driver assistance systems in Hong Kong, with plans for vehicle readiness and software development [4] Group 2 - Ant Group's Ant Financial has initiated the application for a stablecoin license in Hong Kong, having already engaged in multiple rounds of communication with regulators [4] - Guangdong's foreign trade grew by 4% in the first five months of the year, with private enterprises leading in import and export value [5] - Zhejiang's foreign trade increased by 6.5% in the same period, with a notable contribution to national export growth [5] Group 3 - China International Capital Corporation (CICC) predicts that the potential market space for humanoid robots could exceed 1 trillion yuan in the long term, as the AI industry accelerates [5] - NVIDIA's CEO Jensen Huang forecasts a tenfold increase in Europe's AI computing power within the next two years, with over 20 AI factories under construction [6] - OpenAI is reportedly in discussions with Saudi and Indian investors regarding a $40 billion financing plan [6]
北水动向|北水成交净买入55.85亿 北水继续加仓创新药概念 全天抢筹小鹏汽车(09868)超7亿港元
智通财经网· 2025-06-12 10:00
港股通(深)活跃成交股 智通财经APP获悉,6月12日港股市场,北水成交净买入55.85亿港元,其中港股通(沪)成交净买入38.51 亿港元,港股通(深)成交净买入17.33亿港元。 北水净买入最多的个股是小鹏汽车-W(09868)、信达生物(01801)、建设银行(00939)。北水净卖出最多的 个股是阿里巴巴-W(09988)、 腾讯(00700)、中海油(00883)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 15.05 乙 | 26.84亿 | 41.89亿 | | HK 09988 | | | -11.80 乙 | | 泡泡玛特 | 20.01亿 | 20.59亿 | 40.61亿 | | HK 09992 | | | -5804.06万 | | 小米集团-W | 20.41亿 | 18.88亿 | 39.29 乙 | | HK 01810 | | | +1.53 亿 | | 建设银行 | 12.39 乙 | 8.41 乙 | 20.81亿 | | HK 00939 | | | +3 ...
天津银行亮相第三届天津国际航运产业博览会
Sou Hu Cai Jing· 2025-06-12 09:56
6月12日,第三届天津国际航运产业博览会在国家会展中心(天津)盛大开幕。作为金融支持航运产业发展的重要力量,天津银行"盛装"亮相,通过场景化 展陈、沉浸式互动与专业化服务,全方位呈现其在航运金融领域的创新成果与战略布局,现场专业团队的深入讲解更让参观者感受到天津银行服务航运产业 的深厚底蕴与卓越实力。 本次天津银行展位以超300平方米的规模打造五大功能专区,系统化展现"港口+产业+城市"深度融合的金融解决方案,共设航运金融宣传区、五篇大文章宣 传区、互动区、服务台及接待洽谈区五大功能区,涵盖金融服务成果展示和金融产品矩阵宣传。 展会现场,天津银行打造的互动区与服务台别出心裁,成为人气打卡地。航运金融主题VR游戏以沉浸式体验带观众探索金融科技魅力,划船机融合绿色低 碳理念,盲盒抽奖增添趣味互动,多元活动吸引现场观众竞相参与。接待洽谈区则打造专业化服务空间,为客户提供业务咨询、便捷开卡、精准投资理财等 一站式服务,以细致入微的服务举措持续提升客户体验新高度。 近年来,天津银行紧扣港产城融合发展脉搏,深化与国企战略合作,升级 "智慧贸易通" 产品矩阵,创新推出"天行易汇"、"智慧运费通"智能化跨境金融产 品,依托全 ...