一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.1958 | 0.0012 | 16216.67 | 0.0344 | | 每股净资产（元） | 5.99 | 6.63 | -9.65 | 7.46 | | 每股公积金(元) | 3.32 | 3.46 | -4.05 | 3.9 | | 每股未分配利润(元) | 1.45 | 1.93 | -24.87 | 2.20 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 0.54 | 0.66 | -18.18 | 0.73 | | 净利润(亿元) | 0.33 | 0 | 0 | 0.06 | | 净资产收益率(%) | 3.23 | 0.02 | 16050 | 0.51 | 数据四舍五入，查看更多财务数据>> 三、分红送配方案情况 本次公司不分配不转赠。 前十大流通股东累计持有： 6688.04万股，累计占流通股比： 50.32% ...

证券代码：000997 证券简称：新大陆 公告编号：2025-031 新大陆数字技术股份有限公司 关于参加 2025 年福建辖区上市公司投资者网上集体接待日活动 2025 年 4 月 29 日 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 为进一步加强与投资者的互动交流，新大陆数字技术股份有限公司（以下简 称"公司"）将参加由福建证监局指导，福建省上市公司协会主办与深圳市全景 网络有限公司联合举办的"2025 年福建辖区上市公司投资者网上集体接待日活 动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 (http://rs.p5w.net)，或关注微信公众号：全景财经，或下载全景路演 APP，参与本 次互动交流，活动时间为 2025 年 5 月 14 日（周三）15:30-17:00。 届时公司董事长王晶女士、独立董事程代强先生、独立董事许永东先生、副 总经理兼财务总监徐志凌先生、董事会秘书徐芳宁女士将在线就公司 2024 年度 业绩、公司治理、发展战略、经营状况等投资者关心的问题，与投资者进行沟通 与交流，欢迎广大 ...

证券代码：000997 证券简称：新大陆 公告编号：2025-030 新大陆数字技术股份有限公司 关于召开2024年年度股东大会的通知 公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 新大陆数字技术股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开 了第九届董事会第八次会议，会议决定于 2025 年 5 月 20 日召开公司 2024 年年度 股东大会。现将本次会议的相关事项通知如下： 一、召开会议的基本情况 1、股东大会届次：2024 年年度股东大会； 2、召集人：公司第九届董事会； 3、会议召开的合法、合规性：本次股东大会的召开符合《中华人民共和国公 司法》、《上市公司股东大会规则》等有关法律、行政法规、部门规章、规范性文 件和《公司章程》的规定； 4、会议召开的日期、时间： （1）现场会议召开时间为：2025 年 5 月 20 日（星期二）下午 14:30。 （2）网络投票时间为：2025 年 5 月 20 日。其中： ① 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 5 月 20 日的交易时间，即 9:15-9:2 ...

本次会议经过认真审议并通过如下决议： 一、审议通过《关于召开公司 2024 年年度股东大会的议案》，表决结果为： 同意 5 票，反对 0 票，弃权 0 票。 公司董事会同意拟定于 2025 年 5 月 20 日下午 14:30 召开公司 2024 年年度 股东大会。具体内容详见同日披露于《中国证券报》、《证券时报》、《上海证 券报》和巨潮资讯网（http://www.cninfo.com.cn）上的《关于召开 2024 年年度股 东大会的通知》（公告编号：2025-030）。 证券代码：000997 证券简称：新大陆 公告编号：2025-029 新大陆数字技术股份有限公司 第九届董事会第八次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 2025 年 4 月 18 日，新大陆数字技术股份有限公司（以下简称"公司"）董 事会以书面形式向各位董事发出召开公司第九届董事会第八次会议的通知，并于 2025 年 4 月 28 日以现场与通讯结合的方式，在公司会议室现场召开。会议应到 董事 5 人（其中独立董事 2 名），实到 5 人。会议由董事长王晶女士主 ...

Core Insights - The payment industry has shown a significant shift towards cross-border payment services, with leading companies establishing competitive advantages through overseas expansion and technological barriers [1][2][4] - Regulatory pressures and rising compliance costs are forcing smaller institutions out of the market, leading to increased industry concentration [1][5][12] Group 1: Cross-Border Payment Growth - Several payment institutions reported double-digit growth in cross-border payment revenues for 2024, with LianLian Technology achieving a 23.1% increase in global payment revenue to 8.08 billion RMB [2] - LianLian's total payment volume (TPV) reached 281.5 billion RMB, up 63.1% year-on-year, while Lakala's cross-border payment transaction volume grew by 14% to 49.2 billion RMB [2] - The rapid growth of cross-border e-commerce, with imports and exports reaching 2.63 trillion RMB, has created substantial demand for cross-border payment services [2] Group 2: Competitive Landscape - Leading companies like LianLian and Yika are leveraging overseas licenses and AI risk control models to build a "moat" around their operations, achieving gross margins of up to 72% in cross-border payment services [4][12] - Smaller institutions struggle with high compliance costs and lack of capital to obtain necessary licenses, leading to market exit and increased monopolization by larger players [5][12] - Regulatory changes and the complexity of compliance across different jurisdictions pose significant challenges for smaller firms, limiting their ability to compete [5][10] Group 3: Traditional Payment Products - Despite the growth in cross-border payments, traditional payment methods are experiencing stagnation, with companies like Newland and Hongyang Technology reporting revenue declines of 6.11% and 14% respectively [6][7] - The shift towards digital payments is pressuring traditional payment models, as new payment methods typically have lower transaction fees compared to traditional ones [8][12] Group 4: Regulatory Environment - The payment industry is facing increased regulatory scrutiny, with over 36 institutions penalized in 2024 for compliance violations, totaling more than 200 million RMB in fines [10][11] - The "double penalty" approach is being emphasized, with significant fines imposed for non-compliance, particularly in anti-money laundering practices [10][11] - The exit of smaller players is expected to lead to a market dominated by a few large firms, with a focus on cross-border payments and digital currency [12]

| 42 | | 常山北明 | 44.73 | | | --- | --- | --- | --- | --- | | 43 | INESA | 云赛智联 | 43.54 | | | 44 | | 中国民航信息网络 | 40.7 | 1 1 | | 45 | | 岩山科技 | 38.95 | 1 t | | 46 | | 巨人网络 | 37.98 | 3 1 | | 47 | | 新大陆 | 37.89 | | | 48 | | 网宿科技 | 37.55 | | | 49 | | 完美世界 | 34.79 | 8 1 | | 50 | | 阅文集团 | 34.59 | | 每日根据市值计算出前50名公司,美元港元按照当日汇率中间价折算 | 8 | | 中芯国际 | 475.71 | 1 | | --- | --- | --- | --- | --- | | 9 | | 京东 | 472.76 | -1 + | | 10 | | 东方财富 11 | 446.26 | | | II | Bal Citer | 百度 | 311.94 | | | 12 | 85 | 快手-W | 282.6 | | | 13 | ...

Group 1 - The core concept of Alipay's "Tap to Pay" has expanded to over 400 cities and more than 5,000 brands, with user numbers exceeding 100 million since its launch 321 days ago [1] - "Tap to Pay" has developed a complete ecosystem, integrating various services such as payment, dining, hotel check-in, ticket verification, and access control, with over 300 specific application scenarios [1][2] - The terminal for "Tap to Pay" features advanced technology, including a 6.5-inch HD display, miniaturized scanning head, and NFC capabilities, showcasing its versatility and user-friendly design [1] Group 2 - A complete ecosystem involving software development, hardware manufacturing, and collaboration with companies like Fudan Microelectronics and LaCaiLa has been established to support "Tap to Pay" [2] - Fudan Microelectronics is developing a dedicated chip for "Tap to Pay," which is expected to be mass-produced in the second half of the year, enhancing the speed and success rate of interactions [2] - The chip is designed to operate in extreme temperatures and has already secured significant orders from Alipay, indicating strong market demand [2] Group 3 - Companies like Qinnin Technology are demonstrating practical applications of "Tap to Pay," such as opening community gates and managing public facilities, which enhance community management efficiency [3] - The integration of "Tap to Pay" with cloud data allows for seamless access and rapid response times, moving away from traditional physical keys and complex app operations [3] - Initial implementations of "Tap to Pay" in smart communities are taking place in major cities like Beijing, Guangzhou, and Shenzhen, indicating a strategic focus on urban areas [3]

Summary of Key Points from the Conference Call Industry or Company Involved - The conference call primarily discusses the Chinese economy, focusing on various sectors including real estate, infrastructure, consumer services, and the impact of external trade policies. Core Insights and Arguments 1. **Economic Growth and Risk Management**: The Political Bureau meeting emphasized the dual focus on stabilizing growth and managing risks, indicating a stronger policy response to economic challenges, particularly in service consumption and support for foreign trade enterprises [1][2][3]. 2. **Real Estate Strategy**: The meeting highlighted the importance of real estate, proposing a new development model that includes increasing the supply of high-quality housing and optimizing land acquisition policies to stabilize the market [1][19][20]. 3. **Infrastructure Investment**: Government investment is seen as a key driver, with a focus on major projects in economically advantageous regions like the Yangtze River Delta and Greater Bay Area, as well as significant projects in western regions [1][28][29]. 4. **Service Consumption Growth**: There is a strong signal to boost income for low- and middle-income groups and develop service consumption, with expectations that service retail will account for over 40% of total retail sales by 2027 [1][37][41]. 5. **Impact of Tariffs on Textile and Apparel**: Chinese textile and apparel companies are adapting to U.S. tariff policies by relocating production to Southeast Asia, while maintaining competitiveness through price adjustments [1][42][44]. 6. **Cross-Border E-commerce**: The cross-border e-commerce market is thriving despite tariff challenges, with companies like Dunhuang.com performing well in the U.S. market [1][43]. 7. **AI and Technology in Retail**: The integration of AI technology is transforming the retail landscape, with major Chinese internet companies investing heavily in AI infrastructure and applications [1][50][51]. Other Important but Potentially Overlooked Content 1. **Challenges in Land Acquisition**: The government faces challenges in land acquisition policies, including pricing and funding issues, which may hinder the execution of real estate strategies [1][22][23]. 2. **Slow Progress in Urban Village Renovation**: Urban village renovation has been slow, with various obstacles such as funding models and compensation mechanisms affecting progress [1][24]. 3. **Consumer Behavior Trends**: New consumption trends are emerging, with a focus on personalized and unique experiences driving growth in sectors like beauty care and personal grooming [1][48][49]. 4. **Investment Opportunities in Infrastructure**: The emphasis on urban renewal and infrastructure investment presents significant opportunities for growth in the construction and related sectors [1][31][32]. 5. **Potential for High-Quality Housing**: The trend towards high-quality housing is gaining momentum, with local governments implementing new standards to enhance living conditions [1][21][25]. This summary encapsulates the key points discussed in the conference call, providing insights into the current economic landscape and potential investment opportunities within various sectors.

Investment Rating - The report maintains a "Buy" rating for the company [1][11][12] Core Insights - In Q1 2025, the company's net profit attributable to shareholders reached a record high for a single quarter, driven by improved profitability of products and services [5][11] - The company is positioned as a leading player in the domestic third-party payment industry, with a gradual recovery in its primary acquiring business and stable growth in electronic payment products [11] - The company is benefiting from the acceleration of the trusted digital identity ecosystem construction, leveraging its core technology advantages in QR code [9][11] Financial Performance Summary - For 2024, the company reported revenue of 7.745 billion yuan, a year-on-year decrease of 6.11%, and a net profit of 1.01 billion yuan, an increase of 0.59% [4] - In Q1 2025, the company achieved revenue of 1.896 billion yuan, a year-on-year increase of 8.92%, and a net profit of 311 million yuan, a year-on-year increase of 25.16% [4][5] - The company expects revenue growth of 12% in 2025, reaching 8.667 billion yuan, and net profit growth of 29%, reaching 1.304 billion yuan [11][12] Business Segment Insights - The smart terminal segment saw rapid sales growth, with the company operating seven global Industry 4.0 manufacturing bases to enhance supply chain management [5][6] - The merchant operations segment reported a total payment service transaction volume exceeding 5.2 trillion yuan in Q1 2025, with a stable upward trend [5][8] - The company has established deep cooperation with six major international credit card organizations to expand its foreign currency acceptance network [8] Future Outlook - The company anticipates continued growth in its revenue and net profit from 2025 to 2027, with projected revenues of 9.812 billion yuan and net profits of 1.521 billion yuan by 2026 [11][12] - The company is actively developing AI-driven solutions to enhance merchant operations and customer service [9]

文 | 人民日报 丁怡婷 具备毫秒级响应速度的飞轮储能系统，功能灵活的液冷一体式移动储能车，可提前超15分钟预报燃爆等事故的新型储能安全监测平台……在日前 举办的第十三届储能国际峰会暨展览会上，新型储能技术"多点开花"，不少企业亮出"看家"产品。 会上发布的《储能产业研究白皮书2025》显示，2024年，我国新型储能新增装机连续3年保持全球第一，达到43.7吉瓦/109.8吉瓦时，占全球新 增装机的约六成。新型储能累计装机规模首次超过抽水蓄能，占比超56%。截至今年2月底，全国新型储能累计装机已超过7500万千瓦。 国家能源局能源节约和科技装备司相关负责人介绍，高可靠、高能效、长寿命的新型储能产品和技术供给能力不断提升，锂离子电池占据装机主 导的同时，压缩空气、液流电池、钠离子电池、重力储能、飞轮等非锂储能技术实现应用突破，技术多元化应用趋势凸显。 在展览会上，远景储能展出了8兆瓦时储能系统新品，内部由3300多颗电芯组成。"由于单颗电芯容量提升，相比市场主流的5兆瓦时储能系统， 电芯数量减少超过30%，容量提升约60%，全生命周期度电成本可降低约40%。"远景储能总裁田庆军介绍。 2024年，南网储能公司研 ...