晓程科技：2024年净利润4655.48万元 同比增长235.42% 金十数据4月16日讯，晓程科技公告，2024年营业收入3.5亿元，同比增长47.71%。归属于上市公司股东 的净利润4655.48万元，同比增长235.42%。基本每股收益0.17元/股。公司计划不派发现金红利，不送红 股，不以公积金转增股本。 ...

梅安森（300275）公告，2024年营业收入为5.01亿元，同比增长16.05%；归属于上市公司股东的净利润 为5558.92万元，同比增长24.50%；基本每股收益为0.1844元/股，同比增长23.92%。公司拟向全体股东 每10股派发现金红利0.3元(含税)，送红股0股(含税)，以资本公积金向全体股东每10股转增0股。 ...

长江商报消息 ●长江商报记者 汪静 4月14日晚间，锡业股份披露2025年第一季度业绩预告，公司预计实现归属于上市公司股东的净利润 （以下简称"净利润"）为4.7亿元—5.3亿元，同比增长44.06%—62.45%。锡、铜、锌等金属市场价格同 比上涨，是公司业绩增长的主要原因。 长江商报记者注意到，锡业股份是全球锡、铟双龙头。自2005年以来，公司锡产销量稳居全球第一， 2024年全球市场占有率升至25.03%。 2017年以来，锡业股份一直处于盈利状态，并在2021年创下业绩新高，当年实现营业收入538.4亿元、 净利润28.17亿元。 锡价震荡走高，锡业股份（000960.SZ）业绩高增。 2024年，锡业股份有色金属总产量达36.10万吨，其中锡8.48万吨、铜13.03万吨、锌14.40万吨，总产量 及锡、锌产量均创历史新高。 锡价震荡走高带动净利增长 根据业绩预告，2025年第一季度，锡业股份预计净利润为4.7亿元—5.3亿元，同比增长44.06%— 62.45%；扣非净利润为4.64亿元—5.24亿元，同比增长52.68%—72.42%。 锡业股份表示，报告期内，主要产品锡、铜、锌等金属市场价格同 ...

Core Viewpoint - The company reported a revenue of 15.88 billion yuan for 2024, a year-on-year increase of 4%, with a net profit attributable to shareholders of 2.03 billion yuan, reflecting a significant growth of 32% year-on-year [1] Group 1: Financial Performance - The company achieved a revenue of 5.27 billion yuan in Q4 2024, representing a year-on-year increase of 18% and a quarter-on-quarter increase of 44% [1] - The net profit for Q4 2024 was 680 million yuan, showing a year-on-year increase of 7% and a quarter-on-quarter increase of 50% [1] - The company proposed a final dividend of 0.25 yuan per share, resulting in a payout ratio of 72.1% [1] Group 2: Dye and Intermediate Business - The dye and intermediate business experienced high production capacity, with sales volumes increasing by 7.2% and 16.6% year-on-year, reaching 238,000 tons and 106,000 tons respectively [2] - Revenue from the dye and intermediate business grew by 0.9% and 4.6% year-on-year, totaling 7.59 billion yuan and 3.28 billion yuan respectively [2] - The gross margin for dyes improved by 3.8 percentage points to 31.7%, while the gross margin for intermediates decreased by 2.6 percentage points to 29.4% [2] Group 3: Real Estate Business - The real estate segment reported a revenue increase of 87.3% year-on-year, reaching 2.48 billion yuan, primarily due to project completions [3] - The overall gross margin for the company increased by 1.7 percentage points to 27.9% [3] - The company recorded non-recurring gains of 190 million yuan, a significant increase from the previous year [3] Group 4: Ongoing Projects and Industry Position - The company has a dye, additive, intermediate, and inorganic product production capacity of 300,000 tons, 100,000 tons, 119,500 tons, and 1.45 million tons respectively for 2024 [4] - The company has successfully launched several projects, including the residential project "Hua Xing New City," which has achieved over 90% sales rate [4] Group 5: Profit Forecast and Valuation - The company adjusted profit forecasts for 2025-2027, expecting net profits of 2.15 billion yuan, 2.36 billion yuan, and 2.47 billion yuan respectively [5] - The estimated earnings per share (EPS) for 2025-2027 are projected to be 0.66 yuan, 0.72 yuan, and 0.76 yuan [5] - The target price for the company is set at 11.22 yuan, reflecting a price-to-earnings (PE) ratio of 17x for 2025 [5]

一季度净利润增幅排名 | 代码 | 简称 | 业绩预告日 | 业绩预告类 | 预计净利润增幅中值 | 今年以来涨跌 | 行业 | | --- | --- | --- | --- | --- | --- | --- | | | | 期 | 型 | （%） | （%） | | | 600206 | 有研新 材 | 2025.04.15 | 预增 | 14723.00 | 1.79 | 电子 | | 301165 | 锐捷网 | 2025.04.09 | 预增 | 4726.53 | -4.58 | 通信 | | | 络 | | | | | | | 688582 | 芯动联 | 2025.04.09 | 预盈 | 2815.01 | 28.86 | 电子 | | | 科 | | | | | | | 688186 | 广大特 | 2025.03.31 | 预增 | 1504.79 | 60.33 | 钢铁 | | | 材 | | | | | | | 002734 | 利民股 | 2025.04.08 | 预盈 | 1395.38 | 45.67 | 基础化 | | | 份 | | | | | 工 | | 600969 ...

海伦哲（300201）公告，2024年营业收入为15.91亿元，同比增长17.69%；归属于上市公司股东的净利 润2.24亿元，同比增长8.64%。公司拟向全体股东每10股派发现金红利0.3元(含税)，送红股0股(含税)， 以资本公积金向全体股东每10股转增0股。 ...

浙江龙盛（600352）公告，2024年营业收入158.84亿元，同比增长3.79%。归属于上市公司股东的净利 润20.3亿元，同比增长32.36%。基本每股收益0.632元／股，同比增长30.01%。公司2024年度拟以实施 权益分派股权登记日登记的总股本为基数分配利润，每10股派发现金红利2.5元(含税)，剩余未分配利润 结转下一年度。资本公积金不转增股本。 ...

Group 1 - The establishment of Guotai Haitong Securities has raised questions about whether CITIC Securities can maintain its position as the industry leader [2] - Guotai Haitong Securities' net profit for the first quarter is expected to exceed CITIC Securities, primarily due to negative goodwill from the merger [2][8] - Guotai Haitong Securities anticipates a net profit attributable to shareholders of the parent company between 112.01 billion to 124.45 billion yuan, representing a year-on-year increase of 350% to 400% [4] Group 2 - CITIC Securities expects a net profit of approximately 65.45 billion yuan for the first quarter, reflecting a year-on-year growth of about 32% [7] - Guotai Haitong's net profit, excluding non-recurring gains and losses, is projected to be between 29.73 billion to 33.83 billion yuan, indicating a year-on-year increase of 45% to 65% [8] - The significant growth in Guotai Haitong's net profit is attributed to the merger and the enhancement of its core business competitiveness, particularly in wealth management and trading investment [8] Group 3 - The simulated consolidated financial statements for Guotai Haitong show total assets of 1.73 trillion yuan and net assets attributable to the parent company of 328.3 billion yuan as of the end of 2024, both ranking first in the industry [8] - Major securities firms have reported substantial growth in their first-quarter performance, with Huatai Securities expecting a net profit of 34.37 billion to 36.66 billion yuan, a year-on-year increase of 50% to 60% [10] - Other firms like China Galaxy and CICC also forecast significant profit increases, driven by strong performance in wealth management and proprietary trading [10]

纳思达（002180）公告，2024年营业收入为264.15亿元，同比增长9.78%；归属于上市公司股东的净利 润7.49亿元，同比增长112.11%；基本每股收益0.5342元/股。公司计划不派发现金红利，不送红股，不 以公积金转增股本。 ...

特别申明： 点击注册小程序 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+2.2%、+1.7%，分红率50.0% 鲁泰A发布2024年年报。公司2024年实现营业收入60.9亿元，同比增长2.2%，归母净利润4.1亿元，同比增 长1.7%，扣非归母净利润4.8亿元、同比增长24.9%。EPS为0.50元，拟每股派发现金红利0.10元（含 税），叠加24年中报和三季报派息，全年分红率为50.0%，高于21~23年全年。 24年扣非归母净利润高于归母净利润主要系公允价值变动损失、投资损失增加所致。分季度来看， 24Q1~Q4公司单季度收入同比+0.3%/-1.0%/+4.5%/+4.4%，归母净利润同 比-28.7%/-19.5%/+4.3%/+79.2%，其中24Q4利润增速较快主要系单 ...