中新网福州5月6日电 (叶秋云)新潮玩法汇聚、沉浸式演出频现、科技赋能打造沉浸式全新体验……"五 一"假期，福建省各地文旅消费场景不断迭代升级，新场景、新体验等新兴业态持续汇聚人气。 "五一"假期，前往厦门拍飞机、"吃"动车等创意新玩法，备受年轻游客青睐；在漳州，南靖土楼景区通 过构建"建筑技艺传承+民俗生活还原+创意手工作坊"三维体验矩阵，让静态文化地标"活"了起来；南平 则推出20处"半米茶席"，实现制茶技艺与朱子文化研学深度融合……这一系列新潮玩法，汇聚了火热人 气。 5月2日，三条簪舞蹈在福州上下杭历史文化街区上演，吸引市民、游客驻足观看。"五一"假期，福州上 下杭历史文化街区举行"百年繁华上下杭"主题实景演绎互动巡游等活动，丰富市民、游客的假期生活。 中新网记者 吕明 摄 沉浸式演出在节假日中，起到显著的引流作用。在福州，"百年繁华上下杭"主题实景演绎互动巡游，引 得游客争相打卡；泉州古城时隔40载重现两岸民俗"宋江阵"表演，解锁文旅感官新体验；厦门推出的中 国首个闽南幻境主题景区——"屿见闽南·时光幻境"景区1日开启公测，引发热潮…… 来自阿尔及利亚的塔妮娜·维奥莱特·马梅里换上中国国风造型，在" ...

证券代码：000039、299901 证券简称：中集集团、中集 H 代 中国国际海运集装箱（集团）股份有限公司 投资者关系活动记录表 编号：2025-07 投资者关系活 动类别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参与单位名称 及人员姓名 一季报电话会参加机构有： 永赢基金、平安资管、交银施罗德、华商基金、汇丰晋信基金、 北银理财、粤港澳大湾区共同家园发展基金、前方基金、上海孝 庸私募、上海混沌投资、华泰证券、国信证券、东吴证券、国投 证券、瑞银证券等 时间 2025 年 4 月 29 日 15:00-16:00 地点 中集集团总部 上市公司 接待人员 姓名 中集集团董事会秘书 吴三强 中集集团证券事务代表 何林滢 中集集团投资者关系高级经理 巫娜 中集集团投资者关系经理 韩晓娜 投资者关系活 动主要内容介 绍 2025 年第一季度电话会主要交流内容包括： 1、请介绍公司集装箱一季度的情况？公司如何看待未来集装箱 发展趋势？ 1 答：今年第一季度，全球集装箱贸易需求受美国加征关税影响呈 现抢运趋势。同时，根据弘景智库 ...

Group 1 - The "Investment in Xinyu • Shanghai" steel industry promotion conference successfully took place in Shanghai, highlighting the city's commitment to attracting investment and fostering industrial growth [1] - Xinyu's cultural heritage, including "Qixi Love, Ingenious Crafts, Red Revolution, and Entrepreneurial Innovation," supports its development and investment appeal, with a focus on high-end, intelligent, and green manufacturing [3][5] - The conference attracted over 150 entrepreneurs and business representatives, resulting in the signing of 12 key projects with a total investment of 4.19 billion yuan, covering various sectors such as metal processing, automotive parts, and intelligent equipment manufacturing [5] Group 2 - Xinyu aims to create a favorable investment environment for both state-owned and private enterprises, emphasizing a commitment to service and support for business development [5] - The city is recognized as the largest lithium salt production base globally and the largest steel production base in Jiangxi, indicating its strategic importance in the new industrial landscape [3] - The promotion of the "Investment in Xinyu" brand is part of a broader initiative to enhance the local industrial chain and stimulate economic growth [5]

Investment Rating - The report maintains an "Outperform" rating for the company with a target price of RMB 97.16, compared to the current price of RMB 74.47 [1][10]. Core Insights - The company is experiencing rapid growth in emerging businesses, leading to improved profitability. The focus on polypeptide capabilities and global expansion is expected to drive long-term growth [1][10]. - In Q1 2025, the company reported revenue of RMB 1.54 billion, a 10.10% increase year-on-year, and a net profit attributable to shareholders of RMB 327 million, up 15.83% [10]. - The gross profit margin for Q1 2025 was 42.54%, showing a year-on-year decline of 0.98 percentage points but an increase of 3.28 percentage points quarter-on-quarter [10]. Financial Summary - Revenue projections for 2025-2027 are RMB 6.63 billion, RMB 7.79 billion, and RMB 9.32 billion, respectively, with expected growth rates of 14.2%, 17.5%, and 19.5% [3][5]. - Net profit attributable to shareholders is forecasted to be RMB 1.09 billion in 2025, RMB 1.28 billion in 2026, and RMB 1.53 billion in 2027, reflecting growth rates of 15.1%, 16.8%, and 19.5% [3][5]. - The earnings per share (EPS) for 2025-2027 are projected at RMB 3.03, RMB 3.54, and RMB 4.23, respectively [3][10]. Business Performance - The small molecule CDMO business remained stable, while emerging business revenues grew over 80% year-on-year, with a gross profit margin of 33.05%, up 15.75 percentage points from 2024 [10]. - The company secured a total order backlog of USD 1.052 billion, representing a growth of over 20% year-on-year, ensuring stable revenue growth [10]. - The European R&D and pilot base commenced operations in August 2024, contributing to the expansion of the company's capabilities [10].

Core Viewpoint - In Q1 2025, the company reported a revenue of 542 million yuan, a year-on-year increase of 10.73%, and a net profit attributable to shareholders of 23 million yuan, reflecting a significant year-on-year growth of 40.31% [1][2] Financial Performance - The company achieved a gross margin of 18.17%, a decrease of 0.87 percentage points year-on-year, while the net profit margin improved to 4.32%, an increase of 0.91 percentage points year-on-year, primarily due to a decline in operating expenses [2] Business Strategy and Growth Drivers - The company is focusing on a dual layout in "automotive components and emerging businesses," which is expected to inject growth momentum. It has increased R&D investments in innovative projects, including new refrigerants and integrated thermal management systems [3] - The company has leveraged over 20 years of expertise in metal precision machining to develop various screw products, which are crucial for applications in automotive steering, intelligent braking systems, and emerging markets like robotics [3] Earnings Forecast - The company is projected to achieve revenues of 2.262 billion, 2.528 billion, and 2.835 billion yuan from 2025 to 2027, with a year-on-year growth rate of 12%. The net profit attributable to shareholders is expected to reach 100 million, 129 million, and 157 million yuan, with growth rates of 40%, 29%, and 22% respectively. The EPS is forecasted to be 0.30, 0.38, and 0.46 yuan [3]

Group 1 - The company reported a revenue of 779 million yuan and a net profit of 74.76 million yuan for the fiscal year 2024, with a basic earnings per share of 0.75 yuan [1] - The company's cash flow from operating activities turned positive, reaching 119 million yuan, indicating improved operational efficiency despite short-term performance pressure due to macroeconomic factors and weak demand in the industrial gas sector [1] - Overseas sales revenue reached 199 million yuan, a year-on-year increase of 13.36%, accounting for 25.55% of total revenue, reflecting significant progress in international market expansion [1] Group 2 - In the first quarter of 2025, the company achieved external sales revenue of approximately 65.20 million yuan, representing 36.72% of total revenue, with notable growth in Thailand [2] - The Thai subsidiary generated revenue of 35.53 million yuan and a net profit of 6.88 million yuan, marking a year-on-year growth of 31.26%, showcasing the company's ongoing expansion in overseas markets [2] - The completion of the second phase of the Thai project will increase the company's overseas molecular sieve production capacity to 24,000 tons, enhancing global supply chain support [2] Group 3 - The company is actively pursuing emerging business areas, having signed a cooperation agreement with CNOOC Tianjin Chemical Research and Design Institute to advance the market application of aromatic adsorption separation technology [3] - Significant progress has been made in sustainable aviation fuel (SAF) development, with multiple molecular sieve developments completed and several patents applied for [3] - The company has also engaged in innovative energy storage technology, successfully winning a bid for a key research project on adsorption-compressed carbon dioxide storage technology, indicating recognition of its technical capabilities in the new energy sector [3] - The company plans to continue focusing on its core molecular sieve business while exploring new markets in petrochemical, energy chemical, renewable energy, and renewable resources sectors, aiming for a transformation from a material manufacturer to a technology service provider [3]

北京商报讯（记者 王维祎）近日，北京超极合生汇迎来东&西区合体活动，这也意味着北京超极合生 汇正式全面开业。3月28日，北京超极合生汇西区正式开业，标志着项目全面升级，开业一年以来，项 目客流超4000万，销售超30亿元，单日最高客流超30万人次。 品牌布局方面，北京超极合生汇东区正式对外营业时，引入近400个品牌，涵盖20%各类首店，其中包 括水深16米的室内潜水馆--全民环潜、POOPOSUPER亚洲首店、京北最大规模华为智能生活馆、京北 首家配备IMAX和CINITY双巨幕影厅的寰映影城、北京首家大规模新体验高配置的家家悦超市旗舰 店、MUJI京北首家店、UR京北首店等。 北京超极合生汇西区开业后，布局丰富全面的儿童配套业态和社交多元业态，引入近300个品牌，涵盖 35%的各类首店及旗舰店，包括超级安踏北京首店、DIDIMAX北京首店、CAMEL ACTIVE全国旗舰 店、Meland club国内首家投影创新艺术旗舰店、小象动悟公园京北旗舰店、好孩子gb、英氏等多家国 际化时尚品牌集群。东西区合体后的北京超极合生汇总建筑面积约46万平方米，入驻近800家品牌。 北京超极合生汇从2024年4月18日开业 ...

Group 1: Financial Performance - In Q1 2025, the company reported a revenue of 1.541 billion, representing a year-on-year growth of 10.1% [3] - The net profit attributable to shareholders was 327 million, with a year-on-year increase of 15.8% [3] - The net profit excluding non-recurring gains and losses grew by 20% year-on-year [3] Group 2: Business Segments - The small molecule CDMO business revenue remained flat, with a gross margin of 45.2% [3] - Emerging business revenue grew over 80% year-on-year, with a gross margin of 33.1% [3] - The company is focusing on expanding its capabilities in peptide, oligonucleotide, and ADC businesses [3] Group 3: Cost Management and Efficiency - The net profit growth outpaced revenue growth by 5.73 percentage points, indicating effective cost management [3] - The company is implementing cost reduction measures, resulting in a decrease in period expenses [3] - Capital expenditures will focus on emerging business areas, with limited new capital for small molecule capacity [3] Group 4: Market Outlook and Strategy - The company maintains a positive outlook for 2025, expecting double-digit revenue growth and net profit growth to exceed revenue growth [3] - There is confidence in achieving the revenue growth target based on current order coverage [4] - The company plans to enhance overseas capacity, particularly in Europe, to adapt to changing international circumstances [6] Group 5: Investor Engagement and Concerns - The company has engaged with over 240 participants from more than 100 institutions during the investor relations activity [2] - Concerns regarding the impact of the U.S. Biosecurity Act and tariff policies on business operations were addressed, indicating limited effects on competitiveness [4] - The company is actively managing supply chain challenges and maintaining communication with clients to ensure product delivery [4]

以下文章来源于新经销 ，作者赵胜男 新经销 . 专注于中国消费品领域新媒体，对通路营销、渠道数字化及新零售领域进行专业研究及媒体报道。 国家统计局日前公布的数据显示，2024年，中国社会消费品零售总额487895亿元，比上年增长 3.5%，但这一数字背后却难掩行业的深层裂变。 传统零售业态持续承压，线上线下融合加速、新兴模式冲击加剧，一场关于生存与转型的战役悄然打 响。 图片来源：walmart 据「新经销」统计的31家零售上市企业中，仅10家实现营收增长，13家利润增长，分化格局进一步凸 显。 全球化企业凭借全渠道布局逆势突围，而依赖传统模式的企业则在成本高企与消费疲软中艰难挣 扎。 从沃尔玛全球电商销售额突破300亿美元，到名创优品海外营收占比近40%；从苏宁易购扣非净利润亏 损超10亿元，到国美零售营收同比骤降26.76%—— 财报数据的冰火两重天，折射出零售行业剧变期 的残酷真相。 电商渗透率攀升、即时消费需求爆发、低价折扣业态崛起，正在重塑消费者行为与行业竞争逻辑。 | | | | | 2024年上市零售企业财报 | | | | --- | --- | --- | --- | --- | --- | ...