前十大流通股东累计持有： 2287.62万股，累计占流通股比： 46.63%，较上期变化： 272.36万股。 | 名称 持有数量(万股) | | 占总股本比例 | 增减情况 | | --- | --- | --- | --- | | | | (%) | (万股) | | 海南大成瑞信投资合伙企业(有限合伙) | 1007.56 | 20.54 | 不变 | | 郭建国 | 535.99 | 10.93 | 288.75 | | 郭田甜 | 232.12 | 4.73 | 不变 | | 上海烜鼎私募基金管理有限公司-烜鼎伯音私募证券投资 基金 | 193.35 | 3.94 | -108.50 | | 广发电子信息传媒股票A | 78.68 | 1.60 | 新进 | | 邓泽玉 | 57.82 | 1.18 | 新进 | | 陈品旺 | 50.00 | 1.02 | 新进 | | 上海子午投资管理有限公司-子午汇宏二号私募证券投资 基金 | 49.60 | 1.01 | 2.00 | | J. P. Morgan Securities PLC-自有资金 | 42.74 | 0.87 | 新进 | | 吴学军 ...

Financial Performance - The company reported a basic earnings per share of -0.1300 yuan for Q1 2025, an improvement of 18.75% compared to -0.1600 yuan in Q1 2024, and a significant increase from -0.2600 yuan in Q1 2023 [1] - The net profit for Q1 2025 was -0.4 billion yuan, showing a 24.53% improvement from -0.53 billion yuan in Q1 2024 and a notable increase from -0.86 billion yuan in Q1 2023 [1] - Operating revenue decreased by 5.78% to 2.77 billion yuan in Q1 2025, down from 2.94 billion yuan in Q1 2024 and 3.46 billion yuan in Q1 2023 [1] - The return on equity for Q1 2025 was -0.73%, an improvement from -0.94% in Q1 2024 and -1.55% in Q1 2023 [1] Shareholder Structure - The top ten unrestricted shareholders collectively hold 93.81 million shares, accounting for 54.06% of the circulating shares, which is a decrease of 12.32 million shares from the previous period [2] - The largest shareholder, Zhangjiagang Huahui Enterprise Management Service Department, holds 19.00 million shares, representing 10.95% of the total share capital, with a decrease of 1.65 million shares [3] - The second-largest shareholder, Zhangjiagang Yirui Enterprise Consulting Service Department, holds 18.16 million shares, accounting for 10.47% of the total, with a reduction of 1.91 million shares [3] Dividend Distribution - The company has announced that there will be no distribution or transfer of dividends this time [4]

| 名称 持有数量(万股) | | 占总股本比 | 增减情况 | | --- | --- | --- | --- | | | | 例(%) | (万股) | | 宋睿 | 7713.32 | 8.73 | 不变 | | 牟嘉云 | 2655.30 | 3.01 | 不变 | | 泰康人寿保险有限责任公司-投连-优选成长 | 2198.74 | 2.49 | 不变 | | 四川蓝剑投资管理有限公司 | 1459.06 | 1.65 | 247.18 | | 泰康人寿保险有限责任公司-投连-多策略优选 | 1352.52 | 1.53 | 不变 | | 泰康资管-建设银行-泰康资产盈泰成长资产管理产品 | 1201.89 | 1.36 | 不变 | | 银河德睿资本管理有限公司 | 991.70 | 1.12 | -18.17 | | 中国银河（601881）证券股份有限公司 | 991.31 | 1.12 | -0.23 | | 泰康资产丰达股票型养老金产品-上海浦东发展银行股份有 限公司 | 948.89 | 1.07 | 不变 | | 珠海阿巴马私募基金投资管理有限公司-阿巴马元享红利 | | | | | ...

Core Insights - Alphabet (GOOGL) reported $76.49 billion in revenue for Q1 2025, a year-over-year increase of 13.2% and a surprise of +1.27% over the Zacks Consensus Estimate of $75.53 billion [1] - The EPS for the same period was $2.81, compared to $1.89 a year ago, representing a surprise of +39.11% over the consensus estimate of $2.02 [1] Financial Performance Metrics - Total Traffic Acquisition Costs (TAC) were $13.75 billion, exceeding the average estimate of $13.59 billion [4] - Headcount reached 185,719, surpassing the average estimate of 183,390 [4] - Revenue from EMEA was $25.92 billion, slightly above the estimate of $25.85 billion, reflecting a +9% year-over-year change [4] - Revenue from the United States was $43.96 billion, exceeding the estimate of $43.27 billion, with a year-over-year change of +13.5% [4] - Revenue from Other Americas (Canada and Latin America) was $5.23 billion, above the estimate of $5.01 billion, representing a +12.5% year-over-year change [4] - Revenue from APAC was $14.85 billion, surpassing the estimate of $14.33 billion, with a year-over-year change of +11.8% [4] - Revenue from Google properties was $59.63 billion, exceeding the estimate of $59.34 billion, reflecting a +9.9% year-over-year change [4] - Revenue from Google Cloud was $12.26 billion, above the estimate of $12.16 billion, representing a +28.1% year-over-year change [4] - Revenue from YouTube ads was $8.93 billion, slightly above the estimate of $8.90 billion, with a year-over-year change of +10.4% [4] - Revenue from Google advertising was $66.89 billion, exceeding the estimate of $66.29 billion, reflecting a +8.5% year-over-year change [4] - Revenue from Google Search & other was $50.70 billion, surpassing the estimate of $50.29 billion, with a year-over-year change of +9.9% [4] - Revenue from Google Network was $7.26 billion, above the estimate of $7.07 billion, but showing a year-over-year decline of -2.1% [4] Stock Performance - Alphabet's shares returned -5.9% over the past month, compared to the Zacks S&P 500 composite's -5.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

For the quarter ended March 2025, Dow Inc. (DOW) reported revenue of $10.43 billion, down 3.1% over the same period last year. EPS came in at $0.02, compared to $0.56 in the year-ago quarter. Here is how Dow Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: The reported revenue represents a surprise of +1.55% over the Zacks Consensus Estimate of $10.27 billion. With the consensus EPS estimate being -$0.02, the EPS surprise was +2 ...

Core Viewpoint - Moelis & Company reported better-than-expected first-quarter 2025 results, with adjusted earnings of 64 cents per share, surpassing the Zacks Consensus Estimate of 57 cents, and significantly improving from 22 cents per share in the prior-year quarter [1][2] Financial Performance - Net income on a GAAP basis was $50.3 million, compared to $16.6 million in the prior-year quarter [2] - Total revenues on a GAAP basis grew 41% year over year to $306.6 million, driven by increases in M&A and capital markets revenues, exceeding the Zacks Consensus Estimate of $289.8 million [3] - Total operating expenses on a GAAP basis rose 27.4% to $269.9 million, attributed to increases in compensation and benefits costs as well as non-compensation expenses, with estimates for total operating expenses at $252.9 million [3] Other Income and Liquidity - Other income on a GAAP basis was $6.1 million, up 45.2%, surpassing projections of $5.5 million [4] - As of March 31, 2025, the company held cash and liquid investments of $336.3 million, with no debt or goodwill [4] Strategic Outlook - The company's hiring spree and rising revenue-related compensation may negatively impact bottom-line growth, alongside concerns regarding a delayed rebound in global deal-making [5] - However, global expansion initiatives and diverse operations across various sectors are seen as positive factors for future growth [5] Peer Performance - Morgan Stanley reported first-quarter 2025 earnings of $2.60 per share, exceeding the Zacks Consensus Estimate of $2.23, with a 28.7% increase from the prior-year quarter [6] - Goldman Sachs achieved first-quarter 2025 adjusted earnings per share of $14.12, surpassing the Zacks Consensus Estimate of $12.71, and showing growth from $11.58 in the year-ago quarter [7]

Financial Performance - The company reported a basic earnings per share of 0.0109 yuan for Q1 2025, a significant increase of 673.68% compared to a loss of 0.0019 yuan in Q1 2024 [1] - Net profit for Q1 2025 was 0.22 billion yuan, a remarkable turnaround from a loss of 0.04 billion yuan in Q1 2024, representing a 650% increase [1] - Operating revenue reached 2.59 billion yuan in Q1 2025, up 13.1% from 2.29 billion yuan in Q1 2024 [1] - The return on equity (ROE) improved to 1.13% in Q1 2025 from -0.17% in Q1 2024, marking a 764.71% increase [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 77,515.74 million shares, accounting for 38.98% of the circulating shares, which is a decrease of 9,801.39 million shares from the previous period [2] - Notable shareholders include Sihua Ju Li Information Technology Group Co., Ltd. with 24,356.87 million shares (12.25%) and Quzhou Zhizao Qijue Enterprise Management Partnership with 22,000 million shares (11.06%), both remaining unchanged [2] - New entrants among the top shareholders include Ma Xingfa with 6,244.49 million shares (3.14%) and Xu Guoxin with 1,000 million shares (0.50%) [2] Dividend Policy - The company has announced that it will not distribute or transfer any dividends this time [3]

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) | | 施美华 | 337.20 | 4.50 | 不变 | | 谢晓兵 | 149.01 | 1.99 | 不变 | | 刘辉 | 75.25 | 1.00 | 新进 | | 陈峰 | 60.52 | 0.81 | 12.52 | | MORGAN STANLEY & CO. INTERNATIONAL PLC. | 60.22 | 0.80 | 19.56 | | 周泳 | 49.39 | 0.66 | 不变 | | BARCLAYS BANK PLC | 47.09 | 0.63 | 新进 | | 高盛公司有限责任公司 | 41.47 | 0.55 | 新进 | | 朱伟 | 41.22 | 0.55 | 新进 | | 李飞 | 39.82 | 0.53 | 0.44 | | 较上个报告期退出前十大股东有 | | | | | 朱玲 | 37.45 | 0.50 | 退出 | | 赵海洋 | 37.05 | 0.49 | 退出 ...

前十大流通股东累计持有： 57.38万股，累计占流通股比： 5.19%，较上期变化： 57.38万股。 | 名称 | 持有数量(万股) | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 王泽伟 | 12.72 | 1.15 | 新进 | | 杨国麟 | 6.09 | 0.55 | 新进 | | 成永忠 | 6.01 | 0.54 | 新进 | | 伍峰 | 5.90 | 0.53 | 新进 | | 林旭 | 5.16 | 0.47 | 新进 | | 黄增熙 | 5.09 | 0.46 | 新进 | | 袁家华 | 4.38 | 0.40 | 新进 | | 徐欣 | 4.31 | 0.39 | 新进 | | MORGAN STANLEY & CO. INTERNATIONAL | | | | | PLC. | 4.09 | 0.37 | 新进 | | 杨彦明 | 3.63 | 0.33 | 新进 | 三、分红送配方案情况 本次公司不分配不转赠。 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | ...

| 持有数量(万股) 名称 | | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 熠昭(北京)医药科技有限公司 | 14816.60 | 31.39 | -2436.64 | | 香塘集团有限公司 | 3669.50 | 7.77 | 不变 | | 华泰证券资管-招商银行-华泰聚力16号集合资产管 | | | | | 理计划 | 938.26 | 1.99 | 不变 | | 张勇 | 810.60 | 1.72 | 52.09 | | 周志文 | 741.14 | 1.57 | 新进 | | 左从林 | 430.05 | 0.91 | 不变 | | 郭福鑫 | 208.39 | 0.44 | -71.52 | | 胡海燕 | 195.60 | 0.41 | 不变 | | 黄姣英 | 152.01 | 0.32 | 5.78 | | 张凡 | 152.00 | 0.32 | 9.90 | | 较上个报告期退出前十大股东有 | | | | | 张烜 | 140.38 | 0.30 | 退出 | 二、前10名无限售条件股东持股情况 前十 ...