市场消息：字节跳动预计2025年的收入增长约为20%。 ...

智通财经5月16日电，据报道，字节跳动寻求在2025年实现20%的收入增长。 ...

Telefonica, S.A. (TEF) reported a first-quarter 2025 net income of €427 million, which plummeted 26% year over year. Furthermore, basic earnings per share (EPS) were €0.06 (8 cents) compared with €0.09 in the year-ago quarter. The bottom line met the Zacks Consensus Estimate.Total revenues decreased 2.9% year over year to €9,221 million ($9700 million) due to unfavorable foreign exchange rate movements. Despite this, the company achieved organic revenue growth of 1.3%, driven by strong performance in B2C (+ ...

智通财经5月14日电，富士康预计第二季度及2025年全年零部件及其他产品收入将出现强劲增长。 ...

据LSEG IBES数据：欧洲公司预计第一季度盈利将同比增长1.9%，一周前预期为0.4%。欧洲公司预计 第一季度收入将同比增长2.3%，一周前预期为1.9%。 ...

纳斯达克中国金龙指数大幅收涨5.40%，创4月4日以来新高。热门中概股普涨，文远知行涨超27%，小马智行涨近12%，小鹏汽车、哔哩哔哩涨近8%。 美股大幅上涨 当地时间周一，美股三大股指集体上涨，纳指、标普指数均创3月以来收盘新高。截至收盘，道指涨2.81%，纳指涨4.35%，标普500指数涨3.26%。 经济数据方面，纽约联储最新发布的第二季度GDP实时预测值升至2.42%，较上周的2.34%有所提升。这一利好消息为主要股票ETF收复失地提供了有利环 境。 美国财政部周一公布的数据显示，4月份美国从关税中获得的收入飙升至创纪录的163亿美元。这一数字较3月的87.5亿美元增长了86%，更是较去年同期 的71亿美元翻了一番。随着特朗普于4月2日开始对美国进口商品征收10%的全面关税，加上此前针对特定商品的额外关税，多重政策叠加带来了显著的财 政进账。 全线爆发。 当地时间5月12日（周一），美股三大股指集体大涨，纳指、标普指数均创3月以来收盘新高。截至收盘，道指涨2.81%，纳指涨4.35%，标普500指数涨 3.26%。 大型科技股多数上涨，亚马逊涨超8%，Meta涨超7%，苹果、特斯拉涨超6%，英伟达涨逾 ...

Financial Data and Key Metrics Changes - The company reported normalized funds from operations (NFFO) of $0.38 per fully diluted share, representing an increase of over 26% compared to Q1 2024 [25] - The net debt to annualized adjusted EBITDA stood at 4.5 times at the end of the quarter [11][28] - Full year 2025 same store NOI growth targets were increased to a range of 9% to 13% from a prior range of 7% to 10% [26] Business Line Data and Key Metrics Changes - The company achieved 15.1% same store NOI growth year over year in Q1 2025, driven by the operating portfolio, particularly the Trilogy and SHOP segments [8][12] - Trilogy reported a year-over-year same store NOI growth of 19.8%, while SHOP experienced a growth of 30.7% in Q1 2025 [12] - The Trilogy segment's same store NOI growth guidance was revised upward to a range of 12% to 16% from a previous range of 10% to 12% [27] Market Data and Key Metrics Changes - The company noted a sharp uptick in move-ins since the end of Q1, indicating strong demand in the assisted living market [9][70] - The company is experiencing favorable fundamentals in the senior housing industry, benefiting from a multi-year tailwind [9] Company Strategy and Development Direction - The company is focused on delivering high-quality care and improving health outcomes, which is central to its operational strategy [6][7] - The investments team is actively identifying new growth opportunities and has a pipeline of over $300 million in potential acquisitions [20] - The company is prioritizing partnerships with market leaders and expanding its operator base to enhance growth opportunities [10][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued growth across the operating portfolio, particularly as demand for assisted living care increases in warmer months [9] - The company anticipates that the senior housing industry will continue to benefit from favorable demographics and demand trends [9][15] - Management highlighted the importance of quality care and operational efficiency as key drivers for future success [95] Other Important Information - The company successfully closed a lease buyout of a Trilogy campus for approximately $16.1 million and acquired a $65 million SHOP community [19] - The company raised approximately $48 million through its ATM program at an average price of $30.22 per share [25] Q&A Session Summary Question: Can you provide more detail on the investment pipeline and expected close? - Management indicated that the pipeline is robust, with transactions expected to close mostly in the fourth quarter, depending on regulatory approvals [33][34] Question: How is the company thinking about its MOB and triple net portfolio? - The company has been selling off non-core MOB assets, focusing on higher risk-adjusted returns in long-term care [38][41] Question: Can you share details on the investment pipeline's competitiveness and economics? - The pipeline consists of over $300 million, primarily newer buildings, with attractive pricing and yields [46][47] Question: What is the expected impact of tariffs on the business? - Management believes the company is well-positioned to handle potential impacts from tariffs, with a focus on maintaining pricing power [76][79] Question: Can you elaborate on the recent uptick in move-ins and pricing strategies? - The company has seen a significant increase in move-ins, with a focus on reducing concessions and implementing dynamic pricing strategies [70][72] Question: How does Trilogy support SHOP operational efficiency? - Trilogy provides resources such as revenue management and training to regional operators, enhancing overall operational efficiency [95][96]

点击注册小程序 2 4 年 医用耗材收入占总收入的比重为 43.5%，收入同比增长1.1%，其中24年9月收购的美国医用耗材公 司GRI贡献收入2.9亿，剔除后收入同比下滑6.4%；毛利率同比下降3.9PCT至36.5%（感染防护产品毛利率 同比下降23.5PCT至21.2%，剔除后其他品类毛利率下降1.1PCT），营业利润率同比下降1.1PCT至7.6%； 25Q1收入同比增长46.3%，剔除GRI并表影响同比增长10.5%。 1）分渠道来看： 2 4 年 海外渠道收入占比为 54.4%，收入同比增长37.7%； 25Q1国外收入同比增长 84.1%，C端业务（国内药店、电商）收入同比增长超40%。 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 24年收入/归母净利润同比+9.7%/+ ...

到4月底，10家A股上市农商银行2024年年报悉数披露。 不过，从全行业情况看，净息差进一步收窄、业务增速放缓仍是多数机构需要直面的挑战。延续之前的 趋势，2024年A股上市农商银行整体息差水平仍呈现加速收窄。其中，张家港农商银行净息差收窄幅度 最大，下滑37BP至1.62%；其次是江阴农商银行净息差降了0.3个百分点，不再处于2%以上；10家银行 中净息差指标最低的仍是紫金农商银行，降至1.42%。与此同时，多数上市农商银行存贷款余额增幅都 在10%以内，两方面因素叠加进一步影响了机构的利息净收入。 2024年，除了常熟农商银行实现利息净收入的正向增长之外，其他9家银行利息净收入都有不同程度降 低，其中，息差变化影响致使张家港农商银行、紫金农商银行和江阴农商银行利息净收入降幅较明显。 在这种情况下，非利息净收入增长对A股上市农商银行营收的拉动作用凸显出来。根据年报信息，2024 年A股上市农商银行非利息净收入均实现较快速度增长。青岛农商银行去年在多元增收方面成效显著。 年报披露，该行结合客群画像，从客户视角出发，对产品体系进行全面重塑，推出了具有地方特色 的"4+N"理财产品体系；践行普惠金融社会责任，该行 ...

羊城晚报记者 杭莹 5月7日，广东省人民政府办公厅印发《广东省提振消费专项行动实施方案》（以下简称《方案》）。《方案》包含8个方面31条具体事项，明确要加力扩围 实施消费品以旧换新，包括继续支持汽车置换更新、冰箱等12类家电以旧换新，实施手机、平板、智能手表（手环）3类数码产品购新补贴。同时，支持各 地市结合产业发展和居民消费需求，探索"财政补贴+企业让利+金融赋能"模式，对大宗耐用消费品以旧换新进行补贴；扩大消费品以旧换新主体参与范 围，完善境外人士参与流程。 推动工资性收入合理平稳增长 《方案》强调，要推动工资性收入合理平稳增长，拓展财产性收入渠道。进一步实施"百万英才汇南粤"行动计划，吸纳100万高校毕业生来粤就业创业。组 织开展公共就业服务专项活动，加强对大龄、残疾、较长时间失业等就业困难群体和零就业家庭帮扶。持续推进"家门口"就业服务圈建设，聚焦重点领域、 重点群体开展专项技能培训行动。 2025年，广东城镇新增就业预计在110万人以上。《方案》提出，除工资性收入外，鼓励上市公司推进员工持股计划，支持个人投资者投资交易所市场政府 债券，并丰富个人养老金理财产品。 面向农民群体，《方案》提出要深入实施 ...