证券之星消息，2025年5月16日中航成飞（302132）发布公告称兴业证券、博时基金、广发基金、工银瑞 信、国金证券于2025年5月8日调研我司。 2.公司目前盈利能力如何，未来将如何提高利润率水平？ 公司近年来经营业绩稳定，长期致力于提升经营质效，将通过提质增效、节流降本等专项工作，降低管理 运营成本，通过加强源头及过程管控，不断提升公司效益。重点推进产品全价值链的降本增效，建立价值 链主要业务域成本管控策略，提升各业务域协同降本能力，全流程管控各经营业务资源消耗，制定主要业 务环节成本管控关键指标，形成关键指标体系，实施内部管控，不断改善利润率。 3.公司军贸情况如何，该领域是否会成为公司业绩增长点？ 公司开展军贸业务已有40余年历史，在军贸领域有着突出的成绩，目前有多型拳头产品出口多个国家和地 区。军贸是公司一贯以来发展的重要领域，该领域也将一直是公司的业绩增长重点。公司将密切关注国际 环境变化，持续加大军贸业务开拓的力度和广度。 4.公司后续计划如何帮助贵飞扭亏为盈？ 公司已实施多维度措施推进贵飞扭亏：一是依托成飞支持提升先进装备制造能力，优化其产品结构；二是 提高管理效率，减轻历史包袱；三是强化成 ...

证券代码：002748 证券简称：ST 世龙 江西世龙实业股份有限公司 投资者关系活动记录表 编号：2025-001 | | ☐特定对象调研 ☐分析师会议 ☐媒体采访 业绩说明会 | | --- | --- | | 投资者关系活动 | ☐新闻发布会 ☐路演活动 | | 类别 | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及 | 线上参与公司 2024 年度网上业绩说明会的全体投资者 | | 人员姓名 | | | 时间 | 年 月 日 2025 05 16 15:30-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 董事长兼总经理 汪国清 | | 上市公司接待人 | 独立董事 温乐 | | 员姓名 | 副总经理兼董事会秘书 李角龙 | | | 财务总监 潘妙华 | | | 公司以网络远程的方式召开 2024 年度业绩说明会，就投资 | | | 者关心的问题与投资者进行沟通交流。主要沟通内容如下： | | 投资者关系活动 | 1、贵公司过碳酸钠是否已经投产？还有就是新建电厂什么 | | 主要内容介绍 | 时候运 ...

Core Viewpoint - The company is facing challenges due to a downturn in the agricultural product and raw material prices, leading to a decline in overall performance despite stable sales volume of fertilizers and pesticides [1] Group 1: Company Performance and Strategy - In 2024, the company plans to enhance its product operation platform and decision-making mechanisms to mitigate market risks [1] - The company aims to improve its logistics and distribution efficiency while reducing costs through a comprehensive logistics system [1] - The company is focused on increasing operational management quality and solidifying its market position in agricultural product circulation [1] Group 2: Future Growth Initiatives - The company intends to advance the construction of an agricultural social service system to enhance service effectiveness [1] - The company is promoting "community-village" cooperation pilot projects to develop an "order agriculture + full-process social service" model [1] - The company plans to establish a high-quality seed industry business segment [1] Group 3: Recent Financial Performance - In Q1 2025, the company achieved total revenue of 3.934 billion, a year-on-year increase of 21.59% [2] - The company reported a net profit attributable to shareholders of 14.2642 million, up 107.32% year-on-year [2] - The company's gross margin improved to 5.8%, an increase of 0.33 percentage points compared to the previous year, indicating enhanced profitability [2]

上海贵酒股份有限公司 会议资料 会议召开时间：2025年5月23日 目 录 议案九、上海贵酒股份有限公司关于确认董事 2024 年度薪酬及确定 2025 年度 议案十、上海贵酒股份有限公司关于确认监事 2024 年度薪酬及确定 2025 年度 为维护全体股东的合法权益，确保上海贵酒股份有限公司（以下 简称"公司"）股东大会的顺利进行，本公司董事会根据有关法律法规 和《公司章程》的规定，特制定以下会议须知，请出席会议的全体人 员自觉遵守。 聘请的股东大会见证律师及其他邀请人员，大会秘书处有权依法拒绝 其他人员进入会场。出席会议的全体人员均须在会议签到处（设在会 场入口）签到并领取会议资料后进入会场。 会议正常秩序和议事效率，认真履行法定职责。 认真履行法定义务，不得侵犯其他股东利益或干扰会议正常秩序。 超过 3 分钟，发言人数 10 人为限，发言内容应围绕会议的议题。 案进行表决。表决时，在表决票所列选项里填报选举票数，未填、错 填、字迹无法辨认的表决票或未投的表决票均视为投票人放弃表决权 利，该表决票上对应的股份数表决结果计为"弃权"。 有表决权的股份总数后宣布会议开始；在此之后进入会场的股东或股 东代理人没 ...

证券代码：002948 证券简称：青岛银行 营业支出方面，在业务发展的同时，持续深化降本增效， 费用总体稳中略增；强化预期信用风险识别和计量，适度增 加信用减值准备计提。2025 年第一季度，本公司实现归属于 母公司股东的净利润 12.58 亿元，同比增加 1.77 亿元，增长 16.42%。 2、请问青岛银行资产质量情况如何？ 答：2025 年，在规模稳步增长的同时，信贷资产质量持 续稳中向好，截至 2025 年 3 月末，本行不良贷款 1.13%，较 年初下降 0.01 个百分点。拨备覆盖率 251.49%，较年初提升 10.17 个百分点，资产质量指标延续良好态势。 2025 年，本行将持续加强对信贷资产质量的管控，持续 稳固授信审批基础，持之以恒推进授信资产结构转型，适时 调整风险应对策略，深入推进产品创新，提升授信支持业务 发展力度；持续加强授信后管理，升级信用风险监测体系， 完善资产质量动态管理，加强对重点区域、重点业务领域还 本付息跟踪管控，定期开展信用风险排查，有效预防资产质 量劣变风险。 下一步，本行将聚焦山东省、青岛市经济社会高质量发 展，坚持强化优势，全力提升服务实体经济能力，强化风险 ...

就单季表现而言，2024年第一季度，超七成定制家居公司营业成本保持增长态势，好莱客、索菲亚、金牌家居和顶固集创单季营业成本同比分别增长 20.1%、18.1%、13.2%、12.0%，尤其好莱客、金牌家居和顶固集创的增幅甚至超过同期营业收入增幅。而欧派家居和我乐家居已有意识地采取供应链改 革、自动化产线升级、工艺研发优化等措施，压缩冗余成本，营业成本较2023年同期下降0.5%、3.1%。 进入第二季度和第三季度，感受到寒意的公司纷纷大刀阔斧地降本增效。4-6月，欧派家居、我乐家居、尚品宅配和皮阿诺营业成本降幅皆在20%以上，好 莱客单季营业成本录得3.31亿元，较2023年第二季度减少17.2%。7-9月，索菲亚和顶固集创营业成本分别同比下降20.0%、21.8%，我乐家居和欧派家居降幅 扩大至25%左右，尚品宅配和皮阿诺同指标则逼近30%。相较之下，志邦家居受板材、五金等大宗商品价格上涨影响，报告期内营业成本只分别小幅缩减 6.3%、4.6%。 第四季度，处于尾部的中小公司顶固集创和皮阿诺，由于终端需求疲软、产能利用率不足，营业成本被动同比下降35.9%、40.7%。欧派家居、尚品宅配、 好莱客和志邦家居 ...

Group 1: Financial Performance - In Q4 2024, the company's revenue was approximately ¥109,084,449.91, with a net profit of ¥15,970,159.72 attributed to shareholders [1] - The company experienced a significant improvement in performance compared to the same period last year, although quarterly results may not fully reflect annual performance due to seasonal factors [1] Group 2: Production and Orders - The company operates on a "sales-driven production" model, with current orders amounting to approximately ¥190 million [3] - In 2024, the company shipped 2.58 million glass insulators, with expectations for future shipments dependent on production schedules and customer requirements [3] Group 3: Strategic Developments - A new smart manufacturing company is being established as part of the company's strategic development, focusing on innovative business areas and transformation [3] - The ongoing major asset restructuring project is progressing, with audits and evaluations still underway, and the outcome remains uncertain [4][5] Group 4: Market Conditions and Future Outlook - The current market remains at a high level, and the company plans to seize market opportunities to enhance order acquisition and accelerate product delivery [2] - The company maintains a stable gross profit margin compared to the previous year, with no plans to divest from its performing arts business [6][7]

智通财经5月16日电，记者从牧原股份2024年股东大会现场获悉，牧原股份4月养殖成本已达到12.4 元/kg，公司此前提出的"头均600元"降本目标，目前已实现三分之二。小财注：公司2025年的成本目标 是全年平均12元/kg。（智通财经记者 张晨静） 牧原股份：4月养殖成本12.4元/kg 头均600降本目标已实现三分之二 ...

Group 1 - The global capital markets have experienced significant volatility and rebound since April, driven by tariff announcements and subsequent retaliatory measures between the US and China [1] - The Hang Seng Tech index saw a sharp decline of 17% on April 7, but the market began to recover following a 90-day tariff exemption announced by Trump and new agreements with China and the UK [1] - The focus during the earnings season has been on the application of AI technology in the internet sector, with Tencent investing 27.5 billion in AI, accounting for 15% of its revenue, leading to a 20% year-on-year growth in its advertising business [1] Group 2 - Alibaba's latest earnings report shows a 7% year-on-year revenue growth, slightly below market expectations, while net profit increased by 22% [2] - Alibaba Cloud's revenue growth accelerated from 3% to 18%, with AI-related product revenues achieving triple-digit growth for seven consecutive quarters [2] - Other internet companies like JD.com are also benefiting from AI and traditional business efficiencies, indicating a recovery from previous revenue lows [2] Group 3 - Tianhong Fund suggests that the Hong Kong stock market has room for further growth, with internet giants starting to see a recovery in profits, projecting a 5% to 10% upward revision in earnings [3] - The future performance of the Hong Kong market will depend on the continued advancement of AI technology, the formation of business closed loops, and stable economic growth in mainland China [3] - The current valuation of the Hang Seng Tech index is approximately 22 times earnings, which is still lower than the Nasdaq's 30 times, indicating potential for upward adjustment [3]

Core Viewpoint - The company held its 2024 annual online performance briefing, achieving a 100% response rate to investor questions, indicating strong engagement and transparency with stakeholders [1]. Financial Performance - As of the end of 2024, the company's total liabilities amounted to 8.9 billion, with interest-bearing liabilities at 4.687 billion, resulting in a debt ratio of 80.61% and an interest-bearing asset liability ratio of 42.46%, showing a continuous downward trend [2][10]. - The company's fertilizer inventory stood at 216,100 tons by the end of 2024 [9]. Product Development and Strategy - The company aims to be a respected provider of agricultural solutions, focusing on the development and promotion of controlled-release fertilizers, which are encouraged by the state for their high efficiency and labor-saving benefits [3]. - The company has developed a comprehensive range of products, including compound fertilizers, controlled-release fertilizers, and various plant nutrition solutions, establishing a leading advantage in technology, variety, and scale [3]. Project Updates - The construction of the Maluzhao phosphate mine is currently in the "four connections and one leveling" phase, with the project facing various uncertainties, including policy approvals and geological conditions, which may affect the timeline [4][9][17]. - The company is actively working to expedite project construction and improve performance through marketing breakthroughs and cost reduction measures [4]. Market Expansion - The company has established factories in Spain and a marketing network in Southeast Asia, actively expanding its international business [12]. - The company is collaborating with AgriAKU in Indonesia to build 200 demonstration fields for various crops, indicating a commitment to international agricultural development [10]. Future Outlook - The company plans to enhance its revenue and profitability through marketing breakthroughs, cost reduction, and operational efficiency improvements, with a focus on product transformation and digitalization [8][15]. - The company is committed to sharing controlled-release fertilizer technology globally, with plans to promote it in Europe, East Asia, Southeast Asia, and Africa [18].