最近一个月来，正利控股累计涨幅3.33%，今年来累计跌幅24.39%，跑输恒生指数16.1%的涨幅。 财务数据显示，截至2024年9月30日，正利控股实现营业总收入5.17亿元，同比增长28.8%；归母净利润 339.52万元，同比增长10.02%；毛利率6.87%，资产负债率79.25%。 6月2日，截至港股收盘，恒生指数下跌0.57%，报23157.97点。正利控股（03728.HK）收报0.036港元/ 股，上涨16.13%，成交量38万股，成交额1.35万港元，振幅3.23%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，建筑行业市盈率（TTM）平均值为8.82倍，行业中值1.6倍。正利控股市盈率2.85倍，行 业排名第10位；其他浦江国际（02060.HK）为1.01倍、进升集团控股（01581.HK）为1.51倍、靛蓝星 （08373.HK）为1.58倍、中国管业（00380.HK）为1.6倍、饮食天王(环球)（08619.HK）为1.66倍。 资料显示，正利控股有限公司为香港交易所上市公司(编号: 3728),是香港的一名总承建商,其成员成立于 1998年,公司的服务范围包 ...

行业估值方面，其他金融行业市盈率（TTM）平均值为23.35倍，行业中值-0.17倍。阿仕特朗金融市盈 率-1.86倍，行业排名第145位；其他东方汇财证券（08001.HK）为1.93倍、招商局中国基金 （00133.HK）为2.28倍、国银金租（01606.HK）为3.12倍、香港信贷（01273.HK）为3.36倍、中关村科 技租赁（01601.HK）为3.69倍。 6月2日，截至港股收盘，恒生指数下跌0.57%，报23157.97点。阿仕特朗金融（08333.HK）收报0.41港 元/股，上涨20.59%，成交量5000股，成交额2100港元，振幅2.94%。 最近一个月来，阿仕特朗金融累计涨幅19.3%，今年来累计涨幅13.33%，跑输恒生指数16.1%的涨幅。 财务数据显示，截至2024年12月31日，阿仕特朗金融实现营业总收入1056.33万元，同比减少21.14%； 归母净利润-1625.94万元，同比减少83.62%；资产负债率25.64%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 来源：金融界 资料显示，阿仕特朗金融控股有限公司为于香港从事提供(i)证券交易及经纪服务;(ii) ...

Financial Performance - Chipotle has shown consistent top-line revenue growth of 14.5% annually over the last five years, while Apple's revenue growth has declined to low single digits, with a negative growth of 2.8% in 2023 [2] - In Q1 2025, Chipotle reported a year-over-year revenue growth of 6.4% and an earnings per share increase of 7.7% to $0.28, whereas Apple posted a 5% revenue increase and an 8% rise in earnings to $1.65 in its second fiscal quarter [4] Valuation Metrics - Chipotle has a higher price-to-earnings (P/E) ratio of 44.8 compared to Apple's P/E ratio of 31.2, indicating that Chipotle is more expensive on a trailing basis [5] Growth Potential - Apple is characterized as a mature tech giant with extensive market penetration, making it challenging to achieve high growth rates due to saturation in its product lines and services [6] - Chipotle is still in a robust growth phase with plans to expand rapidly in North America and intentions to open stores in Mexico by early 2026, indicating significant room for growth in international markets [7][8] Market Environment - Apple faces potential tariffs, particularly a 25% tariff threatened by President Trump, which could significantly impact its business, especially given the importance of the iPhone to its revenue [9] - Chipotle is considered more insulated from global tech cycles and tariffs, with fewer direct impacts from international regulatory pressures, although it may face some challenges in food supply routes [10] Consumer Demand - The demand for food is consistently high, providing Chipotle with an edge over Apple, which relies on consumer spending for expensive tech upgrades [12]

Group 1 - The core viewpoint of the articles highlights that Yueyang Xingchang's stock price closed at 14.23 yuan, down 1.25%, with a rolling PE ratio of 95.42 times, significantly higher than the industry average of 12.64 times and the median of 25.38 times [1][2] - The company's total market capitalization is 5.261 billion yuan, ranking 19th in the oil industry based on PE ratio [1][2] - In terms of capital flow, on May 30, Yueyang Xingchang experienced a net outflow of 2.3044 million yuan, with a total outflow of 6.1869 million yuan over the past five days [1] Group 2 - Yueyang Xingchang specializes in the development, production, and sales of petrochemical products, including chemical new materials, energy conservation and environmental protection, and retail of refined oil [1] - The company's main products include methyl tert-butyl ether, liquefied petroleum gas, propylene, industrial isooctane, ortho-cresol, calcined petroleum coke, and special polypropylene [1] - The latest quarterly report for Q1 2025 shows that the company achieved an operating income of 1.063 billion yuan, a year-on-year increase of 27.85%, while net profit was 13.6081 million yuan, a year-on-year decrease of 37.00%, with a sales gross margin of 18.85% [1]

5月30日，截至港股收盘，恒生指数下跌1.2%，报23289.77点。华音国际控股（00989.HK）收报0.69港 元/股，上涨105.97%，成交量138.75万股，成交额89.21万港元，振幅123.88%。 最近一个月来，华音国际控股累计涨幅69.19%，今年来累计跌幅13.05%，跑输恒生指数17.51%的涨 幅。 财务数据显示，截至2024年9月30日，华音国际控股实现营业总收入1.29亿元，同比增长193.7%；归母 净利润-6.01亿元，同比减少652.19%；毛利率14.13%，资产负债率124.59%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，地产行业市盈率（TTM）平均值为4.81倍，行业中值-0.14倍。华音国际控股市盈 率-0.15倍，行业排名第237位；其他百仕达控股（01168.HK）为0.02倍、百仕达控股（02983.HK）为 0.43倍、恒达集团控股（03616.HK）为1.71倍、美联集团（01200.HK）为2.62倍、瑞森生活服务 （01922.HK）为2.82倍。 资料显示，华音国际控股有限公司(前称广泽国际发展有限公司)('华音';连同其 ...

Group 1 - The core viewpoint of the news is that Shennong Group's stock performance and financial results indicate significant growth potential within the agricultural and livestock industry [1] - As of May 29, Shennong Group's closing price was 27.12 yuan, with a PE ratio of 15.49 and a total market capitalization of 14.234 billion yuan [1] - The average PE ratio for the agricultural and livestock industry is 42.73, with Shennong Group ranking 34th among its peers [1] Group 2 - As of May 20, 2025, Shennong Group had 19,188 shareholders, an increase of 689 from the previous count, with an average holding value of 352,800 yuan per shareholder [1] - The company's main business includes feed processing and sales, pig farming and sales, pig slaughtering, and fresh pork food sales, with key products being feed, commodity pigs, and various pork products [1] - In the first quarter of 2025, Shennong Group reported revenue of 1.472 billion yuan, a year-on-year increase of 35.97%, and a net profit of 229 million yuan, reflecting a staggering year-on-year growth of 6510.85% [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Yong'an Futures, indicating a significant decline in revenue and net profit in the first quarter of 2025 compared to the previous year [1][2] - Yong'an Futures closed at 12.43 yuan, with a price increase of 1.39%, resulting in a rolling PE ratio of 35.73 times and a total market capitalization of 18.093 billion yuan [1] - The average PE ratio for the multi-financial industry is 62.68 times, with a median of 21.02 times, positioning Yong'an Futures at the 14th rank within the industry [1][2] Group 2 - As of the first quarter of 2025, a total of 10 institutions hold shares in Yong'an Futures, with a combined holding of 1,277.5612 million shares valued at 16.583 billion yuan [1] - The company's main business includes futures brokerage, fund sales, asset management, risk management, and overseas financial services [1] - The latest financial results show that Yong'an Futures achieved an operating income of 2.277 billion yuan, a year-on-year decrease of 47.51%, and a net profit of 9.2946 million yuan, down 88.08% year-on-year [1]

Group 1 - The core viewpoint of the article highlights the performance and market position of CIMC Vehicles, noting its stock price increase and current valuation metrics [1] - As of May 29, CIMC Vehicles closed at 8.56 yuan, up 3.38%, with a rolling PE ratio of 16.06 times and a total market capitalization of 16.043 billion yuan [1] - The average PE ratio for the automotive manufacturing industry is 35.83 times, with a median of 24.69 times, placing CIMC Vehicles in 11th position within the industry [2] Group 2 - As of March 31, 2025, CIMC Vehicles had 36,558 shareholders, an increase of 1,451 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The main business of CIMC Vehicles includes the production, manufacturing, and sales of semi-trailers, special vehicles, refrigerated truck bodies, and complete vehicles, with notable brands operating in North America and Europe [1] - The latest quarterly report for Q1 2025 shows CIMC Vehicles achieved a revenue of 4.591 billion yuan, a year-on-year decrease of 10.91%, and a net profit of 179 million yuan, down 32.59%, with a gross profit margin of 14.30% [1]

沪深300等大盘股指数波动不大，小盘股微跌。 红利、价值等价值风格微涨。 成长风格微跌。 文 | 银行螺丝钉 （转载请注明出处） 今天大盘波动不大，在5.1-5星上下。 4月初全球市场大幅下跌，之后连续几周上涨。 最近两周又进入了横盘震荡期。 1. 有朋友问，指数百分位参考价值大么？ 百分位是一个不错的参考指标。 百分位说的是，当前估值，在历史上所处的位置。 比如30%的百分位，意味着历史上有30%的时间比当前估值更低。 不过投资的时候并不能只看百分位。 只看百分位估值，有几种常见的风险。 2. 第一种风险，是指数上线时间短，历史估值参考价值低。 巴菲特的老师格雷厄姆，在书籍中也提到过，对历史数据的参考，最好包括历史的几轮牛熊市。 这个逻辑也很容易理解：一轮牛熊市7-10年，如果只看2-3年数据，容易盲人摸象。 解决方法： 找同风格的、其他历史比较长的指数，作为参考。 一般同风格品种，涨跌上会比较相似。历史的高低估阶段会相对重合。 例如是小盘股，可以参考中证1000；成长风格，可以参考成长指数。 来模拟以前牛熊市大致的涨跌幅度。 3. 第二种风险，是指数规则修改，带来估值变化。 此时看百分位意义也不大。 例如 ...

行业估值方面，地产行业市盈率（TTM）平均值为4.79倍，行业中值-0.15倍。宏辉集团市盈率-0.63 倍，行业排名第194位；其他百仕达控股（01168.HK）为0.3倍、百仕达控股（02983.HK）为0.35倍、恒 达集团控股（03616.HK）为1.71倍、美联集团（01200.HK）为2.37倍、瑞森生活服务（01922.HK）为 2.82倍。 资料显示，宏辉集团控股有限公司(宏辉集团)自二零一零年起在香港联交所主板上市。宏辉集团有三大 核心业务──物业开发及投资、室内设计及建筑工程、组合投资及管理。物业开发及投资是公司的核心 业务之一,旗下组合可带来长远稳定收入。经多年的增长,公司的业务范畴已扩大至提供室内设计及建筑 服务和组合投资及管理业务,本集团的资产值超过港币22亿元。公司扎根香港,一直于中国、英国、日 本、德国、柬埔寨及美利坚合众国('美国')等地扩展业务及加大投资。集团上下致力在香港扩大业务规 模,同时增加于海外的长远商业利益,藉此为股东及投资者缔造最丰硕的回报。 大事提醒 5月28日，截至港股收盘，恒生指数下跌0.53%，报23258.31点。宏辉集团（00183.HK）收报0.25 ...