双轮驱动

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莎普爱思:2024年研发投入同比增长5.42%
Zhong Zheng Wang· 2025-04-30 07:57
Core Insights - The company reported a revenue of 483.96 million yuan for 2024 and 101.73 million yuan for the first quarter of 2025, with a net profit of 8.85 million yuan, reflecting a year-on-year growth of 106.03% [1] - The company is focusing on research and development, with a total R&D investment of 96.20 million yuan in 2024, representing 19.88% of its revenue, and a year-on-year increase of 5.42% [1] - The company is advancing its "pharmaceutical + medical" dual-driven strategy, enhancing its service offerings through acquisitions, including the complete acquisition of Qingdao Shikang Eye Hospital [2] Financial Performance - In 2024, the company achieved a total revenue of 483.96 million yuan [1] - For the first quarter of 2025, the company reported a revenue of 101.73 million yuan and a net profit of 8.85 million yuan, marking a significant increase of 106.03% year-on-year [1] Research and Development - The company is actively developing five core products: atropine sulfate eye drops, pilocarpine hydrochloride eye drops, azithromycin eye drops, letastine eye drops, and cetirizine hydrochloride eye drops [1] - The R&D investment in 2024 was 96.20 million yuan, which is 19.88% of the total revenue, indicating a strong commitment to innovation [1] Strategic Initiatives - The company is implementing a "pharmaceutical + medical" dual-driven strategy, focusing on expanding its medical services [2] - The acquisition of Qingdao Shikang Eye Hospital in 2023 has strengthened the company's position in the eye care industry and enhanced its service capabilities [2] - The hospital has made significant progress in various fields, including cataract, pediatric optometry, retinal diseases, and glaucoma, and has introduced advanced technologies to improve treatment levels [2]
小米“双轮驱动“:手机家电与EV共振发展
日经中文网· 2025-04-30 06:10
小米的新款EV"SU7 Ultra"(Reuters) 3月22日,韩国三星电子会长李在镕来到小米在北京的EV工厂,并与小米首席执行官(CEO)雷 军会面。 三星寻找合作机会 三星和小米在智能手机领域展开了激烈的份额竞争。对未来经营抱有强烈危机感的李会长正在寻 找与在EV领域崛起的小米开展合作的契机,中国的主要媒体报道了这样的观点。 李在镕来到北京的目的是出席中国政府邀请全球大型企业高层参加的"中国发展高层论坛"。李在 镕的行为,彰显了小米在汽车市场的强劲势头和强大的存在感。 小米新涉足EV市场刚刚约一年时间。"特斯拉杀手"的称号名不虚传。根据中国知名汽车信息APP 的数据,2024年4月以来,SU7的中国销量达到了约18.6万辆,超过了特斯拉的Model 3。 SU7的价格为21.59万元起,比Model 3的23.55万起更便宜。其时尚的外观和性能的平衡受到了 消费者的追捧。 | 小米 | | 特斯拉 | | --- | --- | --- | | SU7 | | Model3 | | | SU7与Model3的 对比 | | | 21万5900~ | 价格 | 23万5500~ | | 29万9900元 ...
浙江莎普爱思药业股份有限公司2025年第一季度报告
Shang Hai Zheng Quan Bao· 2025-04-30 04:09
登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码:603168 公司简称:莎普爱思 浙江莎普爱思药业股份有限公司2024年年度报告摘要 第一节 重要提示 1、本年度报告摘要来自年度报告全文,为全面了解本公司的经营成果、财务状况及未来发展规划,投 资者应当到www.sse.com.cn网站仔细阅读年度报告全文。 2、本公司董事会、监事会及董事、监事、高级管理人员保证年度报告内容的真实性、准确性、完整 性,不存在虚假记载、误导性陈述或重大遗漏,并承担个别和连带的法律责任。 公司2024年年度利润分配方案如下: 公司2024年度拟不进行利润分配,亦不进行资本公积转增股本。 本方案尚需提交公司2024年年度股东大会审议。 第二节 公司基本情况 1、公司简介 ■ 2、报告期公司主要业务简介 3、公司全体董事出席董事会会议。 4、天健会计师事务所(特殊普通合伙)为本公司出具了标准无保留意见的审计报告。 5、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 公司第六届董事会第八次会议审议通过了《关于2024年年度利润分配方案的议案》,经天健会计师事务 所(特殊普通合伙)审计,公司2024年度实现归属于上市 ...
“餐饮+食品”双轮驱动 全聚德第一季度实现营收3.32亿元
Zheng Quan Ri Bao Wang· 2025-04-30 03:13
Group 1 - The core viewpoint of the articles highlights the financial performance and strategic initiatives of Quanjude, including a revenue of 332 million yuan and a net profit of 4.21 million yuan for Q1 2025 [1] - Quanjude is actively exploring the transformation of its time-honored brand towards a younger demographic, implementing a strategy that combines traditional branding with new technology [1] - The company has engaged in deep cooperation with Meituan since Q4 2024, focusing on product structure, store models, and digital operations, leading to the creation of new "brand satellite stores" [1] Group 2 - Quanjude has announced the opening of its first direct-operated store in Haikou, Hainan, set to open in May 2025, with an area of over 756 square meters to cater to various dining scenarios [1] - The company showcased its "Zero Research Institute" brand at the 112th Chengdu Spring Sugar and Alcohol Fair, featuring a range of healthy snack products, including duck-based items [2] - Quanjude aims to enhance customer experience through a dual-track model of "themed stores + retail," focusing on both core customer retention and reaching a broader audience with snack and customized products [2]
莲花控股:双轮驱动业绩高增长 净利润创历史新高
Zheng Quan Shi Bao Wang· 2025-04-30 02:33
Core Insights - The company reported strong financial performance for Q1 2025, with revenue of 794 million yuan, a year-on-year increase of 37.77%, and a net profit of 101 million yuan, up 105.19% [1] - The company has established a dual-driven development model focusing on traditional seasoning products and emerging technology sectors, enhancing its market position and future growth potential [3] Financial Performance - For the fiscal year 2024, the company achieved a revenue of 2.646 billion yuan, representing a year-on-year growth of 25.98%, and a net profit of 203 million yuan, up 55.92%, marking a historical high since its listing [4] - The net profit after excluding non-recurring gains and losses was also 203 million yuan, reflecting a growth of 72.36% year-on-year [4] Business Expansion - The company’s core products, including monosodium glutamate, chicken essence, and flour, maintained leading market shares, with 198,100 tons of MSG and 30,800 tons of chicken essence sold in 2024 [2] - Online sales revenue surged by 165.68%, with new retail channels covering major platforms like Tmall, JD.com, and Douyin, significantly enhancing brand influence [2] Technological Advancements - The newly established intelligent computing center business became a highlight, generating revenue of 80.64 million yuan, a staggering increase of 10,447.11% year-on-year, with 34 signed projects worth over 1.5 billion yuan [2] - The company has completed the layout of intelligent computing centers in nine locations, covering key economic regions, and its self-developed cloud computing platform received the "2024 Annual China IDC Innovative Technology Product Award" [2] Strategic Outlook - The company aims for a revenue and profit growth of over 30% in 2025, further solidifying its dual-driven development model [3] - The significant increase in operating cash flow, reaching 652 million yuan, up 781.19% year-on-year, provides a solid foundation for strategic investments [3]
【机构策略】预计短期市场仍以区间震荡为主
Zheng Quan Shi Bao Wang· 2025-04-30 01:09
中原证券认为,周二A股市场冲高遇阻、小幅震荡整理,早盘股指低开后震荡上行,盘中沪指在3294点 附近遭遇阻力,午后股指维持震荡,盘中汽车零部件、机器人、互联网服务以及通用设备等行业表现较 好;电力、保险、航运港口以及贵金属等行业表现较弱,沪指全天基本呈现小幅震荡整理的运行特征。 4月是年报和一季报密集披露期,市场将从预期驱动转向基本面验证。预计短期市场仍以区间震荡为 主,但政策托底与经济韧性为结构性机会提供支撑。市场或延续政策与业绩双轮驱动的结构性行情,投 资者需平衡防御与成长,聚焦业绩确定性高、政策催化明确的板块,同时警惕外部风险引发的短期波 动。 东莞证券认为,周二,市场全天震荡调整,三大指数缩量微跌。海外方面,本周美国将公布3月核心 PCE和4月非农就业等重要经济数据,或将一定程度上影响美国经济预期走势及贸易谈判进程。国内方 面,五一假期将近,节前资金避险情绪有所提升,部分资金选择在短期获利离场,市场继续缩量。随着 本周财报披露季结束,叠加海外冲击逐渐减弱,A股市场将进入一个相对均衡的阶段。但另一方面,指 数目前处于相对纠结的位置,指数上方有压力,同时估值不存在超跌情况,短期缺乏热点催化,市场或 将继续 ...
莲花控股:去年归属净利润增长55.92%,算力服务业务收入达8064.34万元
Cai Jing Wang· 2025-04-29 14:30
聚焦算力业务,莲花控股另通过公告指出,公司于2024年12月26日召开了第九届董事会第二十七次会议,会议审议通 过了《关于控股孙公司签订销售合同的议案》,同意公司控股孙公司浙江莲花紫星智算科技有限公司(以下简称"莲 花紫星")与上海X国企签署《高性能算力服务合同》。双方确认,本合同项下,莲花紫星向上海X国企提供1,545 PFLOPS(BFLOAT 16)高性能算力服务及算力运维服务,服务期限为五年,合同总价为55,536.01万元。截至目前, 公司尚未向上海X国企提供算力服务及算力运维服务。经友好协商,双方一致同意解除原合同并于2025年4月29日签订 《高性能算力服务合同补充协议》,协议约定双方原合同中的权利义务即刻终止,并且莲花紫星同意向上海X 国企支 付补偿金200万元。 公司于2025年2月17日召开了第九届董事会第二十九次会议,会议审议通过了《关于授权董事长及控股孙公司签署重 大合同的议案》,同意凡计划订立的在预算范围内的"高性能算力服务及算力运维服务项目"相关服务器或算力服务重 大合同,由董事会授权委托董事长根据合同性质及金额大小决定,并经莲花紫星经营层签字并加盖公章后生效。为了 进一步推进莲花 ...
湖南天雁:4月29日召开业绩说明会,投资者参与
Zheng Quan Zhi Xing· 2025-04-29 12:21
证券之星消息,2025年4月29日湖南天雁(600698)发布公告称公司于2025年4月29日召开业绩说明会。 尊敬的投资者,您好,公司以"流体科技、驱动未来"愿景为引领,做大业务规模,履行央企责任;着力 强化价值创造,提升精益管理能力,全面推进全员全价值链降本;着力强化风险防控,持续加大安全环 保投入,深化质量雷霆行动,统筹发展与安全;以科技创新、管理支撑、人才聚力、品牌赋能、党建引 领保障支撑战略落地,公司2025年预计研发投入强度9%以上,营业收入目标4.9亿元。感谢您对公司的 关注! 3、公司之后的盈利有什么增长点? 尊敬的投资者,您好,公司将通过深耕主营业务、提升经营业绩等方式推动公司实现高质量发展,同时 结合自身实际制定了"双轮驱动"战略,着力于产品研发和结构调整,一方面做强做优传统主业,通过自主 研发为产品迭代做好技术储备,另一方面积极拓展新四化业务,加快流体机电类新品的市场投放,提高 公司综合竞争力。感谢您对公司的关注! 4、行业以后的发展前景怎样? 尊敬的投资者,您好,我国是全球最大的汽车零部件生产国之一,汽车零部件作为汽车工业发展的根 基,长期受到国家重点支持。《内燃机产业高质量发展规划( ...
新里程(002219) - 2025年4月29日投资者关系活动记录表
2025-04-29 12:12
证券代码:002219 证券简称:新里程 新里程健康科技集团股份有限公司 投资者关系活动记录表 3 问:在当前医疗服务承压的大背景下,公司的发展战略是否有 调整? 答:公司将持续夯实"医疗+医药"双轮驱动的产业格局,进一 步提升自身的品牌形象和市场影响力,促进公司高质量发展。 医疗服务板块,围绕"强省会、强中心、强学科"的经营思路, 持续推进等级医院建设及床位规模扩张,持续推进学科专业委员会 的作用与价值,持续推进有中国特色的管理式医疗,实现医疗机构利 润率和市场份额的稳步提高。 医药工业板块,通过自有研发、外延并购以及渠道改革,持续扩 大医药板块收入规模和利润贡献,推进医药领域新质生产力发展。 在做好现有业务经营的同时,公司加快推进控股股东优质资产 注入。同时公司也将积极推进外延式并购,寻找并收购医院及医药资 产,持续提升公司的业务规模和经营业绩。 问:2024 年医保收入占比及医保回款账期、坏账率情况?2025 年是否面临更大压力? 答:2024 年医保收入占比 52%,医保回款中的月度部分账期为 1-2 个月,年度部分每年清算一次,综合账期约为 2-3 个月。医保结 算压力是存在的,医院将围绕医保政策从 ...
海天味业(603288):成本红利释放,盈利能力显著提升
Soochow Securities· 2025-04-29 09:06
Investment Rating - The report maintains an "Accumulate" rating for the company [1] Core Views - The company has released its Q1 2025 report, showing a significant improvement in profitability due to the release of cost benefits [7] - The company achieved a total revenue of 8.315 billion yuan in Q1 2025, representing a year-on-year increase of 8.1%, and a net profit attributable to shareholders of 2.202 billion yuan, up 14.8% year-on-year [7] - The report highlights steady growth across major product categories and strong performance in online channels, with online revenue increasing by 43% year-on-year [7] - The company is expected to continue benefiting from both cost and reform dividends, driving market share growth through B2B and B2C strategies [7] Financial Performance Summary - Revenue projections for 2025-2027 are set at 29.7 billion, 32.8 billion, and 36.3 billion yuan, with year-on-year growth rates of 10%, 11%, and 11% respectively [7] - Net profit forecasts for the same period are 7 billion, 7.8 billion, and 8.6 billion yuan, with consistent growth rates of 11% [7] - The report indicates an expected increase in diluted EPS from 1.26 yuan in 2025 to 1.55 yuan in 2027, reflecting a positive trend in earnings [7]