证券研究报告|公司点评报告 [Table_Date] 2025 年 04 月 28 日 [Table_Title] 业务转型利润承压，业绩拐点有望到来 [Table_Title2] 南极电商(002127) | [Table_DataInfo] 评级： | 增持 | 股票代码： | 002127 | | --- | --- | --- | --- | | 上次评级： | 增持 | 52 周最高价/最低价： | 5.61/2.48 | | 目标价格： | | 总市值(亿) | 113.66 | | 最新收盘价： | 4.63 | 自由流通市值(亿) | 91.73 | | | | 自由流通股数(百万) | 1,981.26 | [Table_Summary] 事件概述： 公司发布 2024 年年报以及 2025 年一季报。本报告期内，公司实现总营业收入 33.58 亿元，同比增长 24.75%； 利润总额达到-2.54 亿元，同比减少 294.64%；实现归母净利润-2.37 亿元，同比减少 312.04%。2025Q1 公司实 现总营业收入 7.29 亿元，同比增长 2.03%；利润总额达到-0.08 亿元， ...

为贯彻证监会新"国九条"要求，响应新疆资本市场贯彻"以人民为中心"发展思想，切实保护投资者合法 权益，提升上市公司投资者关系管理水平，进一步加强上市公司与投资者、机构之间的深度沟通与交 流。4月25日下午，在新疆证监局的指导下，新疆上市公司协会联合新疆证券期货业协会组织证券经营 机构、中小投资者及媒体代表走进新疆零售消费行业龙头企业汇嘉时代（603101），开展"走进上市公 司"系列活动。 在走访过程中，新疆证券期货业协会副会长刘层层表示，资本市场改革深化之际，投资者保护与上市公 司高质量发展成为行业使命。此次活动搭建沟通桥梁，汇聚智慧、凝聚共识，架设信任纽带，既增强投 资者对上市公司了解、引导理性决策，又助力上市公司倾听声音、优化治理。作为行业自律组织，协会 将继续通过多种形式深化投教，构建常态化机制，依托"监管-机构-企业-投资者"四方协同机制，打造信 任纽带，为新疆资本市场高质量发展增添动能。 据了解，汇嘉时代扎根新疆百货零售行业20余年以来，在新疆地区已完成10城25店布局，商业面积突破 107万平方米，拥有百万级活跃会员与优质供应商资源。据此前2024年报披露，报告期公司实现营业收 入24.09亿元 ...

LKQ (LKQ) Q1 2025 Earnings Call April 24, 2025 08:00 AM ET Company Participants Joseph Boutross - VP, IRJustin Jude - President & CEORick Galloway - Senior VP & CFOJash Patwa - Equity Research AssociateGary Prestopino - Managing DirectorBret Jordan - Managing Director Conference Call Participants Scott Stember - Executive Director & Senior Research AnalystCraig Kennison - Director of Research Operations & Senior Research Analyst Operator Hello, everyone, and thank you for joining the LKQ Corporation's First ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：600177 公司简称：雅戈尔 第一节 重要提示 1、本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到http://www.sse.com.cn网站仔细阅读年度报告全文。 2、本公司董事会、监事会及董事、监事、高级管理人员保证年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 3、公司全体董事出席董事会会议。 4、立信会计师事务所（特殊普通合伙）为本公司出具了标准无保留意见的审计报告。 同时，公司董事会综合考虑公司的经营业绩和现金流情况，提出2025年中期分红规划：拟结合2025年第 一季度、半年度及第三季度未分配利润与当期业绩，于2025年9月、12月及2026年3月实施三次中期分 红，并提请股东大会授权董事会制定具体的分红方案（2025年年度分红方案结合审计数据提出并实 施）。 第二节 公司基本情况 1、公司简介 ■ 2、报告期公司主要业务简介 5、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 公司从事的业务情况 公司董事会提出以 ...

Core Viewpoint - The company RH is navigating uncertainties related to newly imposed tariffs while focusing on in-house initiatives and global market expansion to enhance growth prospects [1][6]. Group 1: Market Conditions and Company Response - Ongoing uncertainties regarding tariffs are particularly concerning for RH, which sources products from various international markets [1]. - The company is executing product transformation and platform expansion strategies to counter market turbulence [1]. - RH's stock price has shown an upward trend following the release of its fourth-quarter fiscal 2024 earnings, reflecting investor optimism [2][3]. Group 2: Supply Chain Management - RH has shifted a significant portion of its production from China to Vietnam, currently sourcing about 35% of its products from Vietnam compared to 23% from China [4]. - The company has also resourced a considerable amount of its China production to its factory in North Carolina [4]. - RH remains optimistic about potential tariff negotiations with Vietnam, which could positively impact its growth [5]. Group 3: Fiscal Guidance and Financial Performance - For fiscal 2025, RH expects revenue growth between 10% and 13%, with adjusted EBITDA margin growth anticipated between 20% and 21% [7]. - The company projects free cash flow of $250-$350 million for fiscal 2025, a significant improvement from the negative cash flow of $213.7 million reported in fiscal 2024 [8]. - Despite macroeconomic headwinds, RH's in-house capabilities are expected to drive a year-over-year estimated growth of 104.1% for fiscal 2025 [12]. Group 4: Earnings Estimates and Market Sentiment - Analysts have downgraded earnings estimates for RH by 17% in the past week due to uncertainties in the housing market and high mortgage rates [9]. - In contrast, RH's estimated growth outpaces that of its industry peers, which are expected to see declines in earnings estimates for fiscal 2025 [12].

CarParts.com, Inc. (NASDAQ:PRTS) Q4 2024 Earnings Conference Call March 25, 2025 5:00 PM ET Company Participants Tina Mirfarsi - Senior Vice President of Global Communications and Brand David Meniane - Chief Executive Officer Ryan Lockwood - Chief Financial Officer Operator Good afternoon. At this time, all participants will be in a listen-only mode. Please note this call is being recorded. I would now like to pass the conference over to our host, Tina Mirfarsi, Senior Vice President of Global Communication ...

Sadot Group, Inc. (NASDAQ:SDOT) Q4 2024 Earnings Conference Call March 12, 2025 11:00 AM ET Company Participants Michael Roper - Chief Governance & Compliance Officer. Catia Jorge ??? Chief Executive Officer Jennifer Black ??? Chief Financial Officer Conference Call Participants Aaron Grey - Alliance Global Partners Tom Kerr - Zacks Operator Greetings. Welcome to the Sadot Group Inc. Q4 2024 Earnings Conference Call. At this time, all participants are in listen-only mode. A question-and-answer session will ...