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金橙子: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-02 08:16
证券代码:688291 证券简称:金橙子 公告编号:2025-018 北京金橙子科技股份有限公司 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: ? 是否涉及差异化分红送转:是 ? 每股分配比例 每股现金红利0.065元 股权登记日 除权(息)日 现金红利发放日 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 19 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后,在中国证券登记结算有限责任 公司上海分公司(以下简称"中国结算上海分公司")登记在册的本公司全体股东 (北京金橙子科技股份有限公司回购专用证券账户除外)。 (1)差异化分红方案 根据公司 2024 年年度股东大会审议通过的《关于 2024 年度利润分配方案的 议案》,公司 2024 年度拟以实施权益分派股权登记日登记的总股本扣减公司回购 专用证券账户中的股份为基数分配利润,向全体股东每 10 股派发现金红利 0.65 元(含税)。本次利润分配不送红股,不以公积金转增股本 ...
【私募调研记录】颐和久富投资调研希荻微
Zheng Quan Zhi Xing· 2025-06-02 00:09
Group 1 - The core viewpoint of the news is that Xi Di Wei is experiencing improvements in revenue and net profit due to increased customer demand, new business line revenue, and enhanced operational efficiency through cost control [1] - The company plans to enhance product value through iteration and new product development while optimizing cost structure to improve gross margin [1] - Research and development investment will remain at a reasonable level in 2025, with a focus on controlling sales and management expenses [1] Group 2 - Xi Di Wei has established collaborations in the smart wearable sector, primarily focusing on power management chips, with future potential in voice coil motor driver chips [1] - The acquisition of Chengxin Micro is under review, and it is expected to contribute significantly to financial performance from 2025 to 2027 [1] - In response to the slowing growth in smartphone shipments, the company is shifting towards diversification and differentiation by developing customized chip products [1]
腾讯音乐:2024年华语数字音乐白皮书.
Sou Hu Cai Jing· 2025-06-01 03:09
Core Insights - The report titled "2024 Chinese Digital Music White Paper" by Tencent Music Research Institute focuses on the overall landscape and trends of the Chinese digital music industry, showcasing industry dynamics and transformations through data insights, industry trends, cross-industry cases, and work reviews [1]. Group 1: Global and Chinese Market Data Insights - The global music market revenue is projected to grow from $70.7 billion in 2023 to $76.2 billion in 2024, with live performances remaining the largest revenue source at 46.1% [2][28]. - In China, recorded music revenue increased by 9.6% year-on-year, with online music paying users reaching 180 million, and Tencent Music's paying users rising to 121 million, reflecting a growing willingness to pay and improved service quality [2][34]. - The production of Chinese new songs surged to 1.351 million in 2024, driven by AI technology, while the number of long-tail songs (annual plays <1000) doubled, indicating intensified market competition and content diversification [2][45]. Group 2: Industry Core Trends - "County Narrative" has emerged as a focal point for creation, with local culture becoming a significant theme, as seen in works like "Factory" by Henan's rap artist, which resonates with societal issues [3]. - The "Silver Economy" is shifting from passive consumption to active participation, with the over-60 population exceeding 300 million, showcasing their potential in cultural consumption through events and user-generated content [4]. - The music festival market is experiencing intensified competition, with differentiation becoming crucial through unique artist lineups and cross-industry collaborations [5]. Group 3: Cross-Industry Cases - The game music for "Black Myth: Wukong" integrates diverse musical elements, showcasing the role of music in interactive storytelling and enhancing game promotion [6]. - Duolingo's music courses utilize gamification to lower barriers to learning instruments, achieving 3 million daily active users within six months [7]. - Innovative marketing strategies in live performances, such as the integration of nature and music festivals, demonstrate the potential of live music as a marketing medium [8]. Group 4: Annual Works and Industry Value Outlook - The white paper highlights the top ten artists, songs, and albums of the year, with notable performances from artists like Zhou Shen and Wang Sulong, indicating a balance between popularity and professionalism in music [9]. - The future challenges for the industry lie in embracing cross-industry thinking to break down barriers and adapt to technological changes while balancing content quality and commercial value [9].
6人“挂证”超百家药店:国家医保局严查“影子药师”,监管持续升级
21世纪经济报道记者闫硕北京报道 近日,国家医保局发布《关于对定点零售药店药师"挂证"等情况开展核查的公告》(以下简称《公 告》),掀起新一轮对"影子药师"的专项检查风暴,严打违规执业行为。 根据《公告》,国家医保局对全国定点零售药店4月份以来的医保结算数据进行了筛查分析发现,部分 药师姓名(对应同一身份证号)出现在多家定点零售药店的药品费用明细中,可能存在药师信息被假冒或 药师"挂证"的违规情况。共涉及24个省份、2万余家定点零售药店、近千名药师。 执业药师是开展药品质量管理和提供药学服务的专业力量,药品零售企业按规定配备执业药师是维护公 众用药安全的基本要求。然而,近些年,执业药师被假冒或"挂证"的现象并不鲜见。这种"人证分离"的 违规行为,严重冲击着公众用药的安全防线。 近年来,相关部门通过开展执业药师"挂证"专项整治行动,充分运用5G网络、大数据等技术,持续加 大打击力度,并推动执业药师监管工作常态化、规范化和制度化。2025年是"差异化配备执业药师"政策 过渡的收官之年,监管也将迎来新阶段。 国家医保局在《公告》中明确,将通过日常巡查、专项检查、智能监控、数据筛查等多种方式,不定期 对定点零售药店药 ...
每周股票复盘:南侨食品(605339)每股现金红利0.17元,6月10日发放
Sou Hu Cai Jing· 2025-05-31 05:12
Group 1 - The core point of the news is that Nanchao Food (605339) has announced a cash dividend of 0.17 yuan per share, which will be distributed on June 10, 2025, following the approval at the annual shareholders' meeting [1][2] - As of May 30, 2025, Nanchao Food's stock price closed at 17.77 yuan, reflecting a 5.71% increase from the previous week, with a total market capitalization of 7.54 billion yuan [1] - The company ranks 10th out of 23 in the leisure food sector and 2041st out of 5146 in the overall A-share market capitalization [1] Group 2 - The cash dividend distribution will be based on a total share count of 420,850,647 shares, resulting in a total cash dividend payout of approximately 71.54 million yuan (including tax) [2] - The ex-dividend reference price is calculated to be 16.45 yuan per share, with a minimal impact on the stock price due to the dividend distribution [2] - The legal opinion confirms that the differentiated dividend distribution complies with relevant laws and regulations, ensuring no harm to the interests of the company and all shareholders [2]
券商回应释放多信号:全员投顾转型、科技落地加速、差异竞争深化
Xin Jing Bao· 2025-05-30 12:48
Group 1 - Securities firms are focusing on accelerating the transformation towards buy-side advisory services as a strategy to enhance traditional brokerage business [2][8] - The wealth management business is identified as a cornerstone for securities companies, with a growing demand for long-term capital and wealth management services [2][4] - Digital transformation is a key area of interest, with AI models like DeepSeek driving advancements in the industry [3][8] Group 2 - Ordinary investors are primarily concerned with stock buybacks, dividends, and market capitalization management, reflecting a need for improved investor returns [4][5] - Companies are implementing measures to enhance market value, including stable cash dividend policies and improved investor relations [4][5] - The establishment of structured value management systems is being prioritized by firms to ensure orderly market value management [5] Group 3 - The future development of the industry is expected to focus on high-quality growth, with an emphasis on governance, AI applications, and resource integration [7][8] - A competitive landscape is emerging, with a coexistence of full-service investment banks and specialized brokers, driven by accelerated mergers and acquisitions [7][8] - Differentiated competition is becoming more pronounced, with a focus on functional service enhancement and proactive management capabilities in asset management [8]
公牛集团: 关于公牛集团股份有限公司差异化权益分派事项的专项法律意见
Zheng Quan Zhi Xing· 2025-05-30 10:37
Core Viewpoint - The company is implementing a differentiated dividend distribution plan based on its share repurchase program, which aligns with relevant laws and regulations [1][6][7] Group 1: Reasons for Differentiated Dividend Distribution - The board of directors approved a share repurchase plan to use the repurchased shares for employee stock incentive plans and employee shareholding plans, with a total of 3,925,383 shares repurchased by June 25, 2024 [2][3] - The remaining shares in the repurchase account are not entitled to voting rights or profit distribution, which allows for the differentiated dividend distribution for the fiscal year 2024 [3][4] Group 2: Dividend Distribution Plan - The company plans to distribute a cash dividend of 2.40 yuan per share (tax included) and a capital reserve conversion of 0.40 shares per share to all shareholders, based on a total share capital of 1,292,158,890 shares [4][5] - The total cash dividend to be distributed amounts to approximately 3,101,181,160.80 yuan (tax included) [4] Group 3: Ex-Dividend Calculation - The ex-dividend reference price is calculated using the formula: (previous closing price - cash dividend) / (1 + change in circulating shares ratio) [5] - The calculated ex-dividend reference price based on the closing price of 72.95 yuan per share is approximately 50.39 yuan [5][6] Group 4: Compliance and Conclusion - The differentiated dividend distribution complies with the Company Law, Securities Law, and relevant self-regulatory guidelines, ensuring no harm to the interests of the company and all shareholders [6][7]
威迈斯: 北京德恒(深圳)律师事务所关于深圳威迈斯新能源(集团)股份有限公司差异化分红事项的法律意见
Zheng Quan Zhi Xing· 2025-05-30 10:37
北京德恒(深圳)律师事务所 关于深圳威迈斯新能源(集团)股份有限公司 差异化分红事项的法律意见 深圳市福田区金田路 4018 号安联大厦 B 座 11 楼 电话:0755-88286488 传真:0755-8828649999 邮编:100033 北京德恒(深圳)律师事务所 关于深圳威迈斯新能源(集团)股份有限公司 差异化分红事项的法律意见 北京德恒(深圳)律师事务所 关于深圳威迈斯新能源(集团)股份有限公司 差异化分红事项的法律意见 德恒 06F20250114-00002 号 致:深圳威迈斯新能源(集团)股份有限公司 根据本所与深圳威迈斯新能源(集团)股份有限公司(以下简称"威迈斯" 或"公司")签订的法律服务协议,本所律师接受威迈斯委托,并根据《中华人 民共和国公司法》(以下简称"《公司法》")、《中华人民共和国证券法》(以 下简称"《证券法》")、《上市公司股份回购规则》(以下简称"《回购规则》")、 《上海证券交易所上市公司自律监管指引第 7 号—回购股份》(以下简称"《回 购指引》")等有关法律、法规和其他规范性文件以及《深圳威迈斯新能源(集 团)股份有限公司章程》(以下简称"《公司章程》")的规 ...
吉祥航空“以价换量”B面:营利增速断崖式下滑,国内业务萎缩
Zheng Quan Zhi Xing· 2025-05-30 08:57
Core Viewpoint - 吉祥航空's 2024 performance report indicates a significant slowdown in revenue growth, with a year-on-year increase of only 9.95%, contrasting sharply with previous years' growth rates [1][2]. Revenue Growth - In 2024, 吉祥航空 achieved revenue of 22.09 billion yuan, marking a 9.95% increase year-on-year, although this is a substantial decline from the previous year's growth of 144.8% [2]. - The net profit attributable to shareholders reached 914 million yuan, up 17.52% year-on-year, but again, this is a stark contrast to the previous year's growth of 118.76% [2]. - In Q1 2024, revenue growth further slowed to just 0.05% year-on-year, compared to 28.77% in the same period last year, while net profit fell by 7.87% [2]. Main Business Performance - The core aviation transportation business accounted for 98.87% of 吉祥航空's revenue in 2023, generating 21.84 billion yuan in 2024, with a growth rate of only 9.84%, down from 145.61% the previous year [3]. - The passenger transport segment, which is the core business, generated 21.21 billion yuan in revenue, reflecting an 8.34% increase, significantly lower than the previous year's 157% growth [3]. - The average revenue per passenger kilometer declined across various aircraft models, indicating a decrease in profitability [3]. Domestic and International Business - Domestic operations faced significant pressure, with revenue declining by 1% to 16.89 billion yuan in 2024, contrasting sharply with a 149.23% increase the previous year [5]. - International business emerged as a key growth driver, with passenger numbers increasing by 142.21% to 3.207 million and revenue soaring by 82.15% to 4.695 billion yuan, raising its share of total revenue from 12.82% to 21.25% [5][6]. - Despite the strong growth in international operations, the growth momentum has slowed compared to the previous year's 112.75% increase [6]. Service Quality Issues - 吉祥航空 has faced multiple service quality issues, which have negatively impacted its brand image and reputation [7]. - Notable incidents include flight delays and poor in-flight conditions, leading to public outcry and criticism on social media [7][8]. - The company has received numerous complaints regarding ticket refunds, flight delays, and unreasonable charges, with a significant number remaining unresolved [10].
持续构建差异化竞争优势 隆基绿能推出轻质分布式组件
Zheng Quan Ri Bao Wang· 2025-05-30 07:13
隆基绿能(601012)科技股份有限公司(以下简称"隆基绿能")在构建差异化竞争优势上再度加码。5月 29日下午,隆基绿能发布使用BC技术的Hi-MOX10轻质双防组件。该组件每平方米仅重7.2千克,比常 规组件重量减少30%以上。 "这是公司持续打造差异化,针对不同应用场景的又一组件产品,该组件专为老旧厂房、轻量化彩钢 瓦、网架结构等低载荷屋顶而研发。"隆基绿能分布式业务中国区总裁牛燕燕向《证券日报》记者表 示,在光伏普及的当下,仍有超过30%的屋顶因荷载限制无法安装光伏电站。这些业主虽期待绿色转 型,却因高昂加固成本望而却步,制约了"双碳"进程。 据悉,该组件可以使一万平方米的屋顶承重降低34吨。据估算,这款组件可以让全球10亿平方米的厂房 屋顶享受绿色能源,共同实现低碳发展。 此外,该组件虽然轻,"但可抵御3.6米积雪或12级大风。同时,还具有'防起火''防遮挡'的功能,而该 组件24.8%转换效率又远高于目前市面上普通轻质组件21%左右的转换效率,使BOS成本降低33%。"牛 燕燕称。 "在光伏行业竞争加剧的情况下,企业发展的核心应当聚焦在技术革新和自身的差异化优势上。"万联证 券股份有限公司投资顾问 ...