| 名称 | 持有数量(万股) | 占总股本比 | 增减情况 | | --- | --- | --- | --- | | | | 例(%) | (万股) | | 中移资本控股有限责任公司 | 2353.75 | 5.85 | 不变 | | 莫显峰 | 2342.85 | 5.82 | 不变 | | 华琨 | 2342.85 | 5.82 | 不变 | | 嘉兴红柳私募基金管理合伙企业(有限合伙)-嘉兴优亮投资 合伙企业(有限合伙) | 978.46 | 2.43 | 不变 | | 嘉兴云显企业管理合伙企业(有限合伙) | 841.88 | 2.09 | -9.72 | | 嘉兴大马投资管理合伙企业(有限合伙)-嘉兴华亮投资合伙 企业(有限合伙) | 343.90 | 0.85 | 不变 | | 中移创新产业（300832）基金(深圳)合伙企业(有限合伙) | 316.55 | 0.79 | 不变 | | 陈春欢 | | | | | 203.55 | | 0.51 | 新进 | | 刘娟 | 183.58 | 0.46 | 新进 | | 嘉兴云华企业管理合伙企业(有限合伙) | 180.99 | 0.45 | ...

一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.0512 | 0.0433 | 18.24 | 0.0656 | | 每股净资产（元） | 2.28 | 2.26 | 0.88 | 2.18 | | 每股公积金(元) | 1.49 | 1.49 | 0 | 1.43 | | 每股未分配利润(元) | -0.24 | -0.24 | 0 | -0.26 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 5.89 | 4.96 | 18.75 | 5.47 | | 净利润(亿元) | 0.21 | 0.18 | 16.67 | 0.27 | | 净资产收益率(%) | 2.24 | 1.96 | 14.29 | 3.10 | 前十大流通股东累计持有： 19962.09万股，累计占流通股比： 49.25%，较上期变化： -669.70万股。 | 名称 | 持有数量(万股) | 占总股本比例(%) ...

一、主要会计数据和财务指标 10派1.4元(含税) 前十大流通股东累计持有： 9041.7万股，累计占流通股比： 66.05%，较上期变化： 16.22万股。 | 名称 持有数量(万股) | | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 四会市明诚贸易有限公司 | 5634.62 | 41.16 | 不变 | | 四会天诚同创投资合伙企业(有限合伙) | 1524.60 | 11.14 | 不变 | | 四会市一鸣投资有限公司 | 1385.75 | 10.12 | 不变 | | 四会富仕（300852）电子科技股份有限公司-第二期员 工持股计划 | 113.61 | 0.83 | -32.30 | | 刘天明 | 92.75 | 0.68 | 不变 | | 温一峰 | 92.75 | 0.68 | 不变 | | 刘庆华 | 59.47 | 0.43 | 新进 | | 邓永福 | 52.90 | 0.39 | 新进 | | 王玉琴 | 50.95 | 0.37 | 不变 | | 王雪芳 | 34.30 | 0.25 | 不变 ...

一、主要会计数据和财务指标 | 名称 持有数量(万股) | | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 浙江省机电集团有限公司 | 28080.00 | 40.40 | 不变 | | 香港中央结算有限公司 | 1271.77 | 1.83 | 230.53 | | 中国太平洋人寿保险股份有限公司-分红-个人分红 | 752.10 | 1.08 | 不变 | | 中节能实业发展有限公司 | 557.72 | 0.80 | -222.28 | | 招商量化精选股票A | 531.75 | 0.77 | 新进 | | 中国太平洋人寿保险股份有限公司-传统-普通保险 产品 | 450.00 | 0.65 | -209.61 | | 华夏复兴混合A | 434.38 | 0.63 | 新进 | | 中节能科技投资有限公司 | 362.12 | 0.52 | -226.53 | | 南方中证1000ETF | 348.79 | 0.50 | -128.75 | | 杨洚 | 325.00 | 0.47 | 新进 | | 较上个报告期退出 ...

一、主要会计数据和财务指标 数据四舍五入，查看更多财务数据>> 三、分红送配方案情况 二、前10名无限售条件股东持股情况 不分配不转增 前十大流通股东累计持有： 14432.49万股，累计占流通股比： 55.06%，较上期变化： -447.52万股。 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.1116 | 0.2220 | -49.73 | 0.3513 | | 每股净资产（元） | 3.42 | 3.26 | 4.91 | 2.95 | | 每股公积金(元) | 2.08 | 2.01 | 3.48 | 2.01 | | 每股未分配利润(元) | 0.15 | 0.04 | 275 | -0.18 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 19.87 | 14.87 | 33.62 | 17.27 | | 净利润(亿元) | 0.29 | 0.58 | -50 | 0.92 | | 净资产收益率(%) ...

张坤罕见参与了港股打新。 3月6日张坤通过QDII中签1000股的蜜雪集团收盘大涨约15%，考虑到易方达亚洲精选QDII基金规模达36亿 元，若仅是打新策略，该股对张坤的超大型基金产品无法构成实质性业绩拉动，考虑到他本次参与港股打新亦 是一次罕见的操作，背后或是该基金布局消费的前奏。 与此同时，由于市场赚钱效应在多个行业扩散，张坤所管的易方达亚洲精选基金实际上也迎来了仓位结构平衡 的节点，此前该QDII几乎全部指向科网股并淡出大部分消费品重仓股，截至去年12月末，消费品公司在十大 股票中仅剩一只，而食品饮料行业更是近三年未曾出现在这只明星QDII重仓席位上，本次张坤首次以打新的 方式覆盖奶茶赛道，或许是他在消费品乃至食品饮料行业重新布局的思考，而企业的自由现金流或将成为引导 他在二级市场买入的关键。 中签蜜雪集团1000股 显然，在整个消费品赛道中，食品饮料几乎是导致消费基金经理业绩压力最大的品种之一，而张坤在上一次将 食品饮料赛道股票纳入前十大重仓股，正好还是三年前的2022年6月，当时在港股上市的蒙牛乳业为易方达亚 洲精选基金的第六大重仓股，但在2022年第三季度的报告中，蒙牛乳业已被张坤卖出，自此之后， ...

Financial Data and Key Metrics Changes - In Q4 2024, Banco Macro's net income totaled ARS 102.2 billion, a 4% increase or ARS 3.5 billion higher than Q3 2024 [4] - The annualized return on average equity was ARS 7.5 and the return on average assets was ARS 2.4 [5] - For fiscal year 2024, net income was ARS 325.1 billion, a 70% decrease compared to fiscal year 2023 [5] - Total comprehensive income for fiscal year 2024 was ARS 227.7 billion, down 83% from fiscal year 2023 [5] Business Line Data and Key Metrics Changes - Net interest income in Q4 2024 was ARS 532.6 billion, a 13% decrease or ARS 82.2 billion lower than Q3 2024 [8] - Provision for loan losses in Q4 2024 totaled ARS 37.5 billion, a 50% increase or ARS 12.7 billion higher than Q3 2024 [6] - Net fee income in Q4 2024 was ARS 139.9 billion, a 6% increase or ARS 7.6 billion higher than Q3 2024 [12] - Income from financial assets and liabilities at fair value totaled ARS 134.9 billion in Q4 2024, a 21% increase compared to Q3 2024 [13] Market Data and Key Metrics Changes - Total financial loans reached ARS 5.8 trillion, an 18% increase or ARS 884.1 billion quarter on quarter and a 45% increase year on year [18] - Private sector deposits increased by 2% quarter on quarter, while public sector deposits decreased by 40% [20] - The nonperforming loans ratio reached 1.28%, with a coverage ratio of 158.81% [21] Company Strategy and Development Direction - The bank aims to utilize its excess capital of ARS 2.8 trillion effectively, with a capital adequacy ratio of 32.4% [22] - The strategy includes increasing lending to the private sector, with an expected loan growth of 60% in real terms for 2025 [28] - The bank anticipates a decrease in the securities portfolio from 27% to around 20% of total assets by the end of 2025 [38] Management's Comments on Operating Environment and Future Outlook - The management expects GDP growth of 5.5% in 2025, with inflation projected at 25% [26] - The return on equity (ROE) is forecasted to range from 12% to 15% in 2025, recovering from a challenging 2024 [28] - Cost of risk in 2025 is expected to be above 2%, potentially reaching 2.5% due to increased lending [30] Other Important Information - The effective income tax rate for fiscal year 2024 was 9.2%, significantly lower than the previous year's 32.7% [17] - The bank's liquidity remains strong, with a liquid assets to certain deposits ratio of 79% [22] Q&A Session Summary Question: What are the macro expectations for interest rates, inflation, GDP growth, and FX for this year? - Management expects a GDP decline of 2% in 2024, with a growth forecast of 5.5% for 2025 and inflation around 25% [26][27] Question: What are the ROE expectations for this year and the drivers for earnings growth? - ROE is forecasted to be between 12% and 15% in 2025, driven by increased lending and improved economic conditions [28][29] Question: Can you elaborate on asset quality and cost of risk for 2025? - The cost of risk is expected to be above 2%, with a potential increase in nonperforming loans due to higher lending [30] Question: How do you expect the weight of securities to evolve in 2025? - The securities portfolio is expected to decrease to around 20% of total assets by the end of 2025, with loan growth primarily funded by deposit growth [38] Question: What is the strategy to compete for deposits in 2025? - The bank anticipates competition for deposits, with expected growth in peso deposits and a potential increase in interest rates [51] Question: Are there any upcoming management changes at the bank? - Management changes are anticipated, particularly regarding the new CEO, with announcements expected soon [59]

广州多浦乐电子科技股份有限公司 首次公开发行股票并在创业板上市 之上市公告书提示性公告 保荐人（主承销商）：长城证券股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假 记载、误导性陈述或重大遗漏。经深圳证券交易所审核同意，广州多浦乐电子科 技股份有限公司（以下简称"多浦乐"、"发行人"、"公司"或"本公司"）发行的 人民币普通股股票将于 2023 年 8 月 28 日在深圳证券交易所创业板上市，上市公 告书全文和首次 公开发行股票并在创业板上市的招股说明书全文披露于以下信 息 披 露 网 站 （ 巨 潮 资 讯 网 （ 网 址 www.cninfo.com.cn ）、 中 证 网 （ 网 址 www.cs.com.cn）、中国证券网（网址 www.cnstock.com）、证券时报网（网址 www.stcn.com）、证券日报网（网址 www.zqrb.cn）），供投资者查阅。 所属网页二维码：巨潮资讯网 ，供投资者查阅。 一、上市概况 （一）股票简称：多浦乐 （二）股票代码：301528 二、风险提示 本公司股票将在深圳证券交易所创业板市场上市，该市场具有较高的投资风 险。创 ...