4月18日，江苏银行发布2024年年报，全年实现营收808亿，同比增长8.8%，归母净利润318亿，同比增长 10.8%。加权平均净资产收益率（ROAE）13.6%，同比下降0.9pct。 点评： 点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 事件： 营收增长提速，业绩表现韧性强 2024年江苏银行营收、拨备前利润、归母净利润同比增速分别为8.8%、7.6%、10.8%，增速较1-3Q24分别 提升2.6、0.5、0.7pct，营收增长提速，盈利保持双位数增长。其中，净利息收入、非息收入增速分别为 6.3%、14.8%，较1-3Q24变动+4.8、-2.3pct。全年成本收入比、信用减值损失/营收分别为24.7%、22.7%， 同比分别提升0.7、0.4pct。拆分盈利增 ...

Core Viewpoint - China Telecom reported a revenue increase of 3.1% year-on-year for 2024, with a total revenue of 523.57 billion yuan, indicating stable growth in the telecommunications sector [1][2]. Performance Disclosure Highlights - The company's total revenue for 2024 was 523.57 billion yuan, up 3.1% year-on-year [1][2]. - Net profit attributable to shareholders was 33.01 billion yuan, an increase of 8.4% year-on-year [2]. - The fourth quarter of 2024 saw a single-quarter revenue of 131.60 billion yuan, up 3.84% year-on-year, while net profit for the quarter was 3.71 billion yuan, up 11.01% year-on-year [1]. - The company reported a debt ratio of 47.32% and investment income of 2.63 billion yuan [1]. Dividend and Shareholder Information - The company declared a total dividend of 0.2598 yuan per share for 2024, which is an increase of 11.4% year-on-year [2][3]. - The cash distribution to shareholders accounted for 72% of the net profit attributable to shareholders for the year [2]. Corporate Governance and Management Changes - The eighth board of directors approved multiple resolutions, including the financial settlement report and profit distribution plan for 2024 [3]. - Liu Ying was appointed as the executive vice president of the company, bringing extensive management and telecommunications industry experience [3]. Related Transactions - The company signed a five-year related transaction agreement with China Tower Corporation, with a transaction amount of 13.15 billion yuan for 2024 [3]. Internal Control Assessment - The internal control evaluation report for 2024 indicated that the company had no significant deficiencies in financial reporting internal controls [3].

出品｜搜狐财经 作者｜李保铭 3月28日夜间，美的集团发布最新的2024年报，营收、归母净利双增。 财报显示，美的集团2024年营收4090.84亿元，同比增长9.5%；归母净利润385.39亿元，同比增长14.3%。 分业务来看，智能家居业务营收2695.32亿元，占营收比重65.9%，营收同比增长9.4%；商业及工业解决方案营收1044.96亿元，占营收比重25.5%，营收同比 增长6.9%；新能源及工业技术营收336.1亿元，占营收比重8.2%，营收同比增长20.6%；智能建筑科技营收284.7亿元，占营收比重7%，营收同比增长9.9%。 机器人与自动化业务实现同比下跌，2024年营收287.01亿元，占营收比重7%，营收同比下滑7.6%。 与此同时，机器人与自动化业务毛利率为22%，同比下滑1.7个百分点。 财报显示，其机器人与自动化业务同比下降7.6%，主要系行业需求周期性波动，如全球新能源汽车增速放缓叠加光伏、锂电行业产能调整等因素，工业机 器人市场需求短期承压。 分区域来看，2024年国内营收2401亿元，占营收比重58.7%，营收同比增长7.7%；其他国家或地区实现收入1690亿元，占营收比重 ...