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耀才证券金融(01428):2024/25年度综合税后纯利约6.13亿港元,同比上升约10%
智通财经网· 2025-04-10 08:51
Group 1: Company Performance - Yao Cai Securities Financial reported an unaudited consolidated net profit of approximately HKD 613 million for the fiscal year 2024/25, representing a 10% increase from the previous year's net profit of approximately HKD 559 million [1] - The total number of customer accounts reached 587,072 as of March 31, 2025 [1] Group 2: Market Conditions - The Hong Kong financial market experienced significant fluctuations, with the Hang Seng Index showing resilience after the end of the COVID-19 pandemic and the onset of recovery measures [2] - The U.S. Federal Reserve's decision to cut interest rates in September marked the end of a prolonged high-interest period, positively impacting the Hong Kong stock market [2] - The Hang Seng Index rose above 23,000 points, with a record single-day trading volume of HKD 620.7 billion, the highest in Hong Kong's history [2] Group 3: Strategic Initiatives - Yao Cai Group has maintained a proactive business philosophy, investing in advertising and promotional strategies to attract investors [4] - The company offers competitive promotions for both Hong Kong and U.S. stock trading, including significant rewards for new customers and commission-free trading for the first month [4] - The performance of the U.S. stock market in the first half of the year and the improving conditions in the Hong Kong market contributed to increased customer acquisition and overall business growth [4]
Z Potentials|侯晓迪,前图森未来CEO再出发,“接管率已死,CPM当立” —— 用“每英里成本”撕开自动驾驶遮羞布
Z Potentials· 2025-04-09 03:08
当全球自动驾驶行业仍在技术奇点与商业回报的摇摆中艰难求索, 一位曾带领图森未来敲响纳斯达克钟声的硬核极客,正在用更 " 严苛精准 " 的算法重构 价值公式 —— 不是接管率,不是 Demo 里程数,而是冷峻到毫厘的 " 每英里成本 " ( Cost per Mile )。 从 Caltech 神经科学实验室到北美 I-10 州际公 路, Bot Auto 创始人侯晓迪的二十年技术长征,恰是自动驾驶行业从 " 仰望星空 " 到 " 脚踩泥泞 " 的范式转型:他曾在硅谷天使投资圈见证 300 多份商业 计划书背后的创投逻辑与幻梦;十年后,当他执掌上市公司时却发现,华尔街钟爱的 " 卡车故事 " 背后,竟是 40 美元成本与 2 美元收入的反差 --- 一场注 定失衡的死亡倒挂。 这位经历过生死误诊的连续创业者,正在将 " 第一性原则 " 推向极致 :当多数公司仍在比拼夜间复杂路况的 Demo 视频时, Bot Auto 已把总部迁至休斯顿 货运枢纽,用 " 肉身贴地 " 的笨功夫重构技术路径 —— 放弃华而不实的传感器军备竞赛,将生成式 AI 的预训练革命引入卡车领域,把数据标注成本压缩 至传统模式的 2% ;拒 ...
以零售金融促进消费提振 坚持零售战略定位不动摇 访平安银行党委书记、行长冀光恒
Jin Rong Shi Bao· 2025-04-08 02:43
《金融时报》记者:近年来,平安银行一直在推进零售转型,主动压降高风险、高定价、高利率的业 务,当前,平安银行推进零售转型的进展如何?如何看待商业银行零售业务的发展情况? 冀光恒:零售转型是一个周期性的过程,考验经营的耐心和韧性。过往零售的经营模式亟待升级,贷款 业务偏高风险高定价、存款业务高负债成本的局面需要改变。 平安银行坚持零售战略定位不动摇,经过一年多的改革,已逐步夯实结构性经营基础,通过吸引优质客 户、调整客群结构,推动资产结构持续优化。队伍建设方面,围绕"建队伍、推业务",完备数字化培训 体系和智能化营销工具,提升队伍综合经营服务能力;产品升级方面,丰富全产品货架,加快推进重点 产品的研发、落地与推广,搭建全流程产品监控体系;客户经营方面,做实获客和活客经营,积极布局 数字营销渠道,打造具有市场口碑的服务和权益体系,提升服务质效、优化客户体验;风控强化方面, 完善风险政策、迭代模型策略、优化审批授权体系、强化全流程管理,提升风险管控和经营能力。同 时,加强零售内部A端和L端协同,全面推动跨条线融合协同。 目前,虽然贷款、营收、利润等结果指标有所下滑,但已经看到过程指标发生变化。例如,存款方面表 现出 ...
InMode: Strategic Capital Allocation Unlocks Shareholder Value (Rating Upgrade)
Seeking Alpha· 2025-04-03 08:26
Just over a year ago, I wrote my first article about InMode (NASDAQ: INMD ), where I recommended the shares as a Hold due to management’s inefficient capital allocation. If you haven't seen it, I recommendMy name is Guilherme Nunes, and I am a certified stock analyst in Brazil with over 10 years of experience analyzing and publishing reports on companies in Brazil, Chile, and the United States.Throughout my career, I’ve focused primarily on small-cap companies, applying a deep value investment approach. Cur ...
Nexalin Technology Enrolls First Patients and Advances Toward Treatment in UCSD Clinical Trial
Newsfilter· 2025-04-02 12:30
HOUSTON, TX, April 02, 2025 (GLOBE NEWSWIRE) -- Nexalin Technology, Inc. (NASDAQ:NXL, NXLIW)) (the "Company" or "Nexalin") the leader in Deep Intracranial Frequency Stimulation (DIFS™) of the brain, today announced that it has successfully enrolled the first patients in its clinical trial at the University of California, San Diego (UCSD), in collaboration with the VA San Diego Healthcare System (San Diego VA). The company began treatment of the first patients this week with the Nexalin HALO™. This significa ...
DeepSeek带动,港股一季度IPO火热,募资暴增270%!
IPO日报· 2025-04-02 09:27
星标 ★ IPO日报 精彩文章第一时间推送 2025年第一季度刚刚过去,港股IPO市场继续火热, 首发上市15家企业,募资177亿港元,相比去年同期增长超过270%。其 中包括蜜雪冰城在内的6家公司实际募资超过10亿港元。 值得一提的是,2025年第一季度港股新增51家上市申请,其中11家为A股已上市公司,占比接近四分之一。 制图:佘诗婕 募资额增长270% 东方财富Choice数据统计显示, 截至2025年3月31日,港股市场有15家公司首发IPO,共实际募集资金约177亿港元(约相当于165.37 亿人民币)。相比2024年同期,首发上市的公司数量增加了3家,募资资金规模也相应增加了129.16亿港元,同比增长超过270%。 其中,40% 的IPO企业来自消费品市场,20%来自工业市场,13%来自能源及天然资源市场。 也就是说,港股出现大量首次向港交所递交IPO申请的企业,且这一数量显著增多。 目前,港股共有120家企业在IPO申报阶段,较2024年年底86家有显著增加。 其中包括大家耳熟能详的京东工业、周六福、先导智 能、宁德时代、八马茶业、海天调味、恒瑞医药、北京同仁堂、麦德龙、沪上阿姨、绿茶集团、曹 ...
2025年一季度A股大数据榜单
Wind万得· 2025-03-31 22:42
2025年一季度A股市场震荡走高,以Deepseek概念为首的人工智能板块成为一季度市场主线之一,提振A股科技股大行情。截至2025年一季度 末, A股主要股指多数呈上涨态势,北证50指数表现最强,中证1000、科创50、万得全A、深证成指均录得上涨。机械、有色金属、汽车与零配 件涨幅位列行业前三,其中,机械行业以10.74%的涨幅居首。 市场篇 1.1 A股主要股指表现 2025年一季度,人工智能、机器人、新能源车等概念表现强势。Deepseek概念涨幅居首,累计上涨46.19%,IDC(算力租赁)概念上涨 26.07%;宇树机器人、减速器概念分别上涨31.04%、30.77%;汽车配件精选、小米汽车概念分别上涨21.82%、17.89%。 2025年一季度A股主要股指多数呈上涨态势。北证50指数表现最强,累计上涨22.48%,中证1000、科创50、万得全A、深证成指均录得上涨。 1.2 A股行业表现 在Wind二级行业分类的35个行业中,2025年一季度共有20个行业录得上涨。机械行业涨幅居首,累计上涨10.74%;有色金属、汽车与零配件、 软件服务行业分别上涨10.56%、10.45%、10.02%。 ...
TMC the metal company (TMC) - 2024 Q4 - Earnings Call Transcript
2025-03-27 23:46
Financial Data and Key Metrics Changes - In Q4 2024, the company reported a net loss of $16.1 million, or $0.05 per share, compared to a net loss of $33.5 million, or $0.11 per share for the same period in 2023, indicating a significant reduction in losses [66] - Exploration and evaluation expenses decreased to $8.3 million from $26.7 million in Q4 2023, primarily due to the completion of Campaign 8 and lower costs in mining technology and process development [66][67] - General and administrative expenses increased to $8.1 million from $6.6 million in Q4 2023, mainly due to higher share-based compensation and consulting costs [67] Business Line Data and Key Metrics Changes - The company successfully completed its first integrated collection system test since the 1970s, lifting over 3,000 tons of nodules to the surface, and processed them into high-grade nickel-copper-cobalt alloy and manganese silicate [15] - The company has conducted 23 offshore research campaigns, significantly more than most contractors, demonstrating its commitment to environmental studies and resource evaluation [16] Market Data and Key Metrics Changes - The company is preparing to submit applications for commercial production under the U.S. regulatory framework, which has been in place since the 1980s, indicating a strategic shift in its operational approach [19][20] - The geopolitical landscape is shifting, with increased interest in deep-sea mining from countries like China, South Korea, Japan, and India, which could positively impact the total addressable market for the company's services [31][34] Company Strategy and Development Direction - The company aims to leverage its extensive environmental data and research to pursue commercial production through the U.S. regulatory framework, which is viewed as more favorable than the current ISA process [19][42] - The focus is on responsible extraction of polymetallic nodules with minimal environmental impact, positioning the company as a leader in sustainable deep-sea mining [10][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's readiness to begin production, citing extensive environmental data and a well-designed system to minimize impacts [18][59] - The management highlighted the importance of U.S. leadership in the deep-sea mining industry, especially in light of geopolitical tensions and the need for metal independence [33][34] Other Important Information - The company has gathered nearly one petabyte of environmental data, which is one of the largest datasets compiled for deep-sea mining, supporting its application for commercial recovery [59] - The company has initiated a formal process of pre-application consultation with NOAA, which is expected to facilitate the permitting process [21][46] Q&A Session Summary Question: Clarification on DSHMRA and license areas - Management clarified that the U.S. will argue for access to high seas under the Freedom of the Seas Treaty, and the specific areas for application are still under discussion [75][77] Question: Participation of Allseas in the U.S. application - Management confirmed that Allseas can legally participate as a partner, provided the production vessel is U.S. flagged [82] Question: Impact of NOAA process on permitting - Management indicated that the NOAA process is viewed as an advantageous new path, not a complete shift from the ISA pathway [88] Question: Timeline for economic study and application submission - Management expects the economic study to be completed in advance of the U.S. applications, which are planned for June [97] Question: Environmental impact study completion - Management stated that the environmental writing is progressing rapidly and is expected to align with the economic feasibility study [102] Question: Termination of contract with a third sponsor state - Management explained that the decision was based on prioritizing resources on more promising blocks, NORI and TAMO, which require focused investment [106][108] Question: Future revenue from service business - Management expressed optimism about the service business, highlighting the expertise built around environmental work programs and resource definition [112]
TMC the metal company (TMC) - 2024 Q4 - Earnings Call Transcript
2025-03-27 21:32
TMC the metals company (TMC) Q4 2024 Earnings Call March 27, 2025 04:30 PM ET Company Participants Craig Shesky - CFOGerard Barron - Chairman and Chief Executive OfficerJake Sekelsky - MD & Head of Metals & Mining Research Conference Call Participants Matthew O'Keefe - AnalystDmitry Silversteyn - Senior Research Analyst Operator Good day, and thank you for standing by. Welcome to The Metals Company Fourth Quarter twenty twenty four Corporate Update Conference Call. At this time, all participants are in a li ...
盘后央行发布大消息,降准降息要来?
摩尔投研精选· 2025-03-27 10:57
市场全天震荡反弹,三大指数小幅上涨。沪深两市全天成交额1 .19万亿,较上个交易日放量364亿。 从板块来看,化工股集体大涨,华尔泰等多股涨停。光刻机概念股震荡走强,海立股份涨停。创新药概念股展开反弹,康弘药 业涨停。下跌方面,深海科技概念股集体大跌,大连重工等跌停。 盘面上,市场热点较为杂乱,个股跌多涨少,全市场超33 0 0只个股下跌。 盘后传来大消息, 央行再度释放大消息。 中国人民银行副行长宣昌能在博鳌亚洲论坛"不稳定世界中寻找货币与金融稳定"分论坛上致辞时表示,当前,国内外环境正在 进行深刻变化,全球供应链不断受到影响。中国国内经济结构也在不断调整。 在不确定性加大的背景下,中国明确适度宽松的货币政策。央行连续多次降准降息,通过货币政策调整来支持经济发展。 政策 的立场是明确的,中国将根据国内外经济金融形势,择机降准降息。 0 1涨价概念持续发酵,市场新主线? 近期市场主线有所切换,"涨价"题材延续性较强,获得了大量资金涌入。 首先, 化工股延续强势,中毅达等1 0余股涨停。 在涨价题材中,化工这条线最为活跃,双季戊四醇、环氧丙烷、萤石、硫酸、氯化铵、溴素、磷化工、钛白粉等多个化工品价 格近期均呈现 ...