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传音控股竞争加剧扣非45亿降11.54% 董监高降薪逾2000万陆股通减仓一半
Chang Jiang Shang Bao· 2025-04-28 00:31
长江商报消息 ●长江商报记者 沈右荣 "非洲手机之王"传音控股(688036.SH)经营压力加大,盈利能力下滑。 4月23日晚,传音控股披露了2024年年度报告。公司实现营业收入约687亿元,同比增长逾10%,但增速 放缓;归属母公司股东的净利润(简称"归母净利润")约55亿元,较上年同期微增0.22%;扣除非经常 性损益的净利润(简称"扣非净利润")约45亿元,同比下降11.54%。 长江商报记者发现,这是传音控股近三年来年度扣非净利润第二次出现下降。2022年,全球手机市场需 求疲软,出货量下降,公司扣非净利润大降。这一次,公司手机出货量有所增长,为何会出现下降?公 司解释,市场竞争加剧,毛利率下降。 2024年,传音控股经营现金流28.48亿元,同比下降76.05%,降幅之大较为罕见。公司解释,到期的采 购款增加,付款同比增长较多。 此外,长江商报记者发现,2024年,传音控股的董监高薪酬大幅缩水,合计净减少逾2000万元,其中, 董事严孟降薪超千万元。 营收增64亿扣非减少5.9亿 传音控股首次出现年度营收净利背离现象。 根据年报,2024年,传音控股实现营业收入687.15亿元,较上年同期增加64. ...
【前瞻分析】2025年中国融资租赁行业企业竞争格局及龙头企业分析
Sou Hu Cai Jing· 2025-04-27 06:06
Group 1 - The core viewpoint of the articles highlights the significant concentration of financing leasing companies in Shanghai, which accounts for over 20% of the national total, with 1,749 companies registered as of June 2024 [1] - Shanghai's financing leasing market has a projected investment scale exceeding 900 billion yuan in 2024, featuring major players such as Far East Horizon, China Merchants Jinling, and others [2] - The competitive landscape of China's financing leasing industry shows a low market concentration, with the top three companies holding a market share of approximately 9%, the top five at 13%, and the top ten at 23% [8] Group 2 - The financing leasing companies with registered capital exceeding 12 billion yuan are limited, primarily including Bohai Leasing and others, often backed by banks and insurance firms [5] - Companies with registered capital between 5 billion and 12 billion yuan include Bank of China Financial Leasing and others, indicating a tiered structure within the industry [5]
2025年中国新媒体行业重点细分市场竞争状况 头部平台聚集效应明显(组图)
Qian Zhan Wang· 2025-04-27 01:13
行业主要上市公司:芒果超媒(300413.SZ)、人民网(603000.SH)、掌阅科技(603533.SH)、中文在线 (300364.SZ)、快手-W(1024.HK)、微博-SW(9898.HK)、哔哩哔哩-W(9626.HK)等 本文核心数据:短视频平台竞争格局;长视频平台月活人数;游戏企业业务收入等 短视频领域企业竞争格局 近年来,随着视频号的异军突起,短视频平台格局逐步从"两强领跑"发展为"三足鼎立"。作为国内头部 短视频平台,抖音日活数稳定在6亿以上;快手平均月活和日活用户数分别达到6.85亿和3.87亿,均再创 新高;微信视频号经过多次版本更新,逐步实现与会话、朋友圈、公众号、小程序、看一看等功能模块 打通,成为短视频发展格局中的重要一极。其他短视频平台,如央视频、西瓜视频、腾讯微视、好看视 频等,也都基于各自定位和特色,在差异化细分垂直赛道持续深耕,逐步形成比较优势,这些平台的短 视频端口的平均月活跃人数在1-3亿人区间内。 | 平台 | 简介 | 平均月活跃人数 | 所属企业 | | --- | --- | --- | --- | | 抖音 | 以"记录美好生活"为品牌口号,用户可以通过选 ...
DOJ reportedly probes Disney-FuboTV deal over competition concerns
TechCrunch· 2025-04-23 17:39
Group 1 - The U.S. Department of Justice is investigating Disney's acquisition of a controlling stake in FuboTV, focusing on potential market power concentration in sports streaming [1] - Disney announced plans to merge its Hulu + Live TV service with Fubo, which would result in Disney owning approximately 70% of Fubo, making it the second-largest digital pay-TV provider after YouTube TV [2] - The deal resolved a lawsuit that Fubo had filed against Disney, Fox, and Warner Bros. Discovery regarding their planned sports streaming service, Venu, which was subsequently scrapped [3] Group 2 - Disney and Fox agreed to pay Fubo $220 million to settle the lawsuit, indicating a strategic move to eliminate competition [3] - The investigation by the DOJ follows a call from Senator Elizabeth Warren, who expressed concerns that the deal allows Disney to circumvent legal challenges while consolidating its market position [3]
Can Hershey's Dividend Survive the Turmoil?
The Motley Fool· 2025-04-23 08:31
Core Viewpoint - Hershey faces significant challenges including tariffs, recession, and increased competition, which may impact its financial performance and dividend safety [1] Group 1: Challenges Facing Hershey - Tariffs are creating additional costs for the company, affecting profit margins [1] - The potential for a recession poses a risk to consumer spending on non-essential items like candy [1] - Increased competition in the candy market is putting pressure on Hershey's market share and pricing strategies [1] Group 2: Dividend Safety - The discussion revolves around whether Hershey's dividend remains secure amidst these challenges [1]
速递|​​Meta内部文件曝光:TikTok让Instagram一年少赚36亿美元,使用时长和收入增长均遭受重创
Z Finance· 2025-04-19 06:31
作为Meta最重要的收入来源之一,Instagram在2020年和2021年分别创造了220亿美元和324亿美元的 广告收入。 然而TikTok的崛起正在动摇这一核心业务的增长基础。为应对挑战,Meta正式推出短视 频功能Reels,并将其成功标准设定为:到2024年,Reels的用户使用时长需达到TikTok在2020年水平 的一半,即每位日活跃用户日均使用77分钟,预计可带来60亿美元收入。 参考资料 [1] https://www.theinformation.com/briefings/2020-instagram-projected-billions-lost-revenue-tiktok?rc=o6xpry 欢迎扫码加群参与讨论 图片来源: Unsplash 在Meta反垄断诉讼庭审的关键阶段,一份提交给董事会的内部分析报告被当庭披露,揭示了TikTok对 Instagram造成的深远影响。报告显示,由于TikTok的强势竞争,Instagram核心功能的使用时长和收 入增长均遭受重创。 根据这份2020年下半年的分析预测,Instagram动态和Stories功能的使用时长较2019年预期下降5 ...
36氪精选:爆款越火,老板越穷,谁「杀死」了中国服装厂?
日经中文网· 2025-04-11 05:00
"赚钱不可能,能活下去就不错了!" 文 | 骆若男 编辑 | 方婷 封面来源 | 日经中文网 在中国开服装厂,到底有多难? 编者荐语: 日经中文网与36氪开展内容交换合作。精选36氪的精彩独家财经、科技、企业资讯,与读者分享。 以下文章来源于36氪 ,作者骆若男 方婷 36氪 . 36氪是服务中国新经济参与者的卓越品牌和开创性平台,提供新锐深度的商业报道,强调趋势和价值,我们的slogan是:让一部分人先看到未来。 这几年,"别碰服装"这几乎成了行内公认的一句忠告。 机器不开没钱,开了亏钱;好一点儿的老板"出去了",差一点儿的老板"进去了"。 不断降低的利 润、不断升高的成本,正在把服装厂逼进死胡同。 而消费者这端,服装尤其是女装越来越差的质量、越来越等不到的预售期,也让大家怨声载道。 为什么会出现这样双输的局面?现在办厂还有前途吗,出路又在哪? 36氪实地走访了多家工厂,在最真实的生产前线,窥探中国服装制造业的兴衰演变。 堆积的库存,消失的订单 36氪首先来到了位于浙江的诸暨大唐袜业城,电商平台上出售的袜子,70%都来自这个袜业城。外贸和电商曾经让这个小镇一度整条街都是年流水百万级别 的小型工厂,袜业城也成 ...
Amazon Kuiper launches first satellites to take on SpaceX's Starlink, capitalize on anti-Musk fervor
CNBC· 2025-04-09 18:05
In this articleAMZNA United Launch Alliance Atlas V rocket is on the launch pad carrying Amazon's Project Kuiper internet network satellites, which are expected to eventually rival Elon Musk's Starlink system, at the Cape Canaveral Space Force Station in Cape Canaveral, Florida, U.S., April 9, 2025. Steve Nesius | ReutersIn a social media post last month, Elon Musk had a message for Poland's foreign minister, who had suggested that his country would seek alternatives to SpaceX's Starlink if the satellite in ...
Compass Lexecon Further Enhances Leading Academic Expertise
Newsfilter· 2025-04-02 11:30
Twenty Academic Affiliates Have Joined Compass Lexecon in the Past Six Months Affiliates Bring Prior Experience at Government Agencies Including the FTC, FCC and SEC Deep Expertise in a Wide Range of Areas, Including Merger Policy, Healthcare, AI, Finance, Venture Capital, Technology, Network Industries and Telecommunications WASHINGTON, April 02, 2025 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE:FCN) today announced that in the past six months 20 academic affiliates have joined its Compass Lexecon subsid ...
八大电池项目传新进展
起点锂电· 2025-02-19 10:37
倒计时9天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动主题: 聚集新 技术 探索新工艺 主办单位: 起点锂电、起点研究院(SPIR) 活动时间: 2025年2月28日 活动地点: 深圳宝安登喜路国际酒店2楼国际厅 活动规模: 500+人 进入2025,电池端的布局计划更加明确,尤其在产能建设和项目推进方面可见,新的投资方向 正在形成。 据起点锂电观察,今年开年以来已有超20个电池项目传来新进度,仅在2月份就有8个代表性项 目加速推进。这些项目提速背后的原因值得关注。 01 8大项目加速,投资超250亿元 奇瑞得壹能源百亿项目二期施工 2月17日,得壹能源安徽枞阳锂离子动力电池二期主厂房桩基施工,正式进入建设阶段。 据悉,该项目于2022年1月签约,总投资100.04亿元,是铜陵市建市以来首个百亿元项目。 2022年7月份一期5GWh项目正式开工,2023年下半年正式投产。 宁德时代罗源40GWh项目签约 继1月宁德时代与福州政府达成合作后,宁德时代罗源新能源基地项目也签约落地。 项目占地约900亩,位于罗源县福州台商投资区松山片区,与宁德时代总部宁德蕉城毗邻,仅 约半小时车程,将新建 ...