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海思科:2025年上半年净利润1.29亿元
Sou Hu Cai Jing· 2025-08-22 09:41
| | 本报告期 | 上年同期 | | --- | --- | --- | | 营业收入(元) | 2,000,844,469.01 | 1, 686, 644, 106. 03 | | 归属于上市公司股东的净利 | 128,821,952.97 | 164, 716, 596. 18 | | 润(元) | | | | 归属于上市公司股东的扣除 非经常性损益的净利润 | 144,624,555.05 | 75,781,981.04 | | (元) | | | | 经营活动产生的现金流量净 | 349,631,890.42 | 110, 454, 565. 67 | | 额(元) | | | | 基本每股收益(元/股) | 0. 12 | 0. 15 | | 稀释每股收益(元/股) | 0.12 | 0. 15 | | 加权平均净资产收益率 | 3.11% | 3. 89% | | | 本报告期末 | 上年度末 | | 总资产(元) | 6, 991, 646, 121. 80 | 6, 798, 434, 381. 96 | | 归属于上市公司股东的净资 | 4, 064, 655, 622. 06 | 4, ...
市场多虑了!小摩:英特尔(INTC.US)代工“竞争假象”实为台积电(TSM.US)利好
Zhi Tong Cai Jing· 2025-08-22 08:25
Core Viewpoint - Recent rumors regarding Intel's (INTC.US) foundry revival have negatively impacted TSMC (TSM.US), raising investor concerns about increased competition. However, JPMorgan believes that the "competitive illusion" created by Intel's foundry efforts is actually more beneficial for TSMC [1] Group 1: Intel's Developments - Intel has made significant progress recently, with reports of potential government investment and a $2 billion investment from SoftBank. Key customers may also participate in the revival of Intel's wafer fabrication facilities [1] - U.S. Commerce Secretary Gina Raimondo stated that the U.S. cannot rely solely on TSMC for advanced chip supply and aims to shift more capacity back to the U.S. [1] Group 2: TSMC's Market Position - JPMorgan asserts that the illusion of having a weaker competitor is more advantageous for TSMC, as it alleviates ongoing regulatory pressures and the push to return business to the U.S. [2] - Despite potential negative perceptions from market participants regarding major TSMC clients like Apple or Nvidia supporting Intel's revival, JPMorgan believes that this will not resolve the inherent conflicts of interest between products and foundries [2] - TSMC is expected to maintain over 90% market share in advanced nodes for the foreseeable future, as the costs associated with a 100% market share may outweigh the benefits [2] Group 3: Geopolitical and Regulatory Factors - Reports suggest that the U.S. government may convert part of the CHIPS Act funding into equity stakes in participating companies, which could require TSMC to sell a small portion of its equity, likely not exceeding 1% [3] - JPMorgan believes that this potential equity sale is unlikely to significantly alter TSMC's strategic direction and that TSMC will probably not operate Intel's factories or share intellectual property or technology with Intel [3] Group 4: Overall Market Outlook - JPMorgan concludes that while geopolitical factors may cause short-term volatility, TSMC's fundamentals remain strong, indicating potential for upward movement [4]
多利科技:2025年上半年净利润1.57亿元
Sou Hu Cai Jing· 2025-08-21 11:14
Financial Performance - The company's operating revenue for the reporting period is approximately 1.73 billion yuan, an increase from 1.53 billion yuan in the same period last year, reflecting a growth of about 13.14% [1] - The net profit attributable to shareholders is approximately 157.40 million yuan, down from 219.01 million yuan year-on-year, indicating a decline of about 28.19% [1] - The net profit after deducting non-recurring gains and losses is approximately 145.14 million yuan, compared to 213.85 million yuan in the previous year, a decrease of about 32.06% [1] - The basic and diluted earnings per share are both 0.51 yuan, down from 0.92 yuan in the previous year [1] - The weighted average return on equity is 3.43%, down from 4.98% year-on-year [1] Cash Flow - The net cash flow from operating activities is approximately 245.38 million yuan, a decrease of 28.71% compared to 344.21 million yuan in the previous year [28] - The net cash flow from financing activities is -154 million yuan, an increase of 46.07 million yuan year-on-year [28] - The net cash flow from investing activities is -234 million yuan, compared to -358 million yuan in the previous year [28] Asset and Liability Changes - Total assets at the end of the reporting period are approximately 6.01 billion yuan, up from 5.90 billion yuan at the end of the previous year [1] - The net assets attributable to shareholders are approximately 4.55 billion yuan, slightly down from 4.56 billion yuan at the end of the previous year [1] - Accounts receivable and notes receivable decreased by 19.25%, while construction in progress increased by 127.42% [40] - Inventory increased by 20.45%, while cash and cash equivalents decreased by 19.29% [40] Shareholder Changes - New shareholders include the Basic Pension Insurance Fund 1204 Combination and the Huaxia CSI 1000 ETF, replacing previous shareholders [53] - The shareholding proportions of some existing shareholders have changed, with notable increases from the Southern CSI 1000 ETF and Zhonghui Life Insurance [53][54] Valuation Metrics - As of the closing price on August 21, the company's price-to-earnings ratio (TTM) is approximately 20.67 times, the price-to-book ratio (LF) is about 1.65 times, and the price-to-sales ratio (TTM) is approximately 1.98 times [1]
上海家化:2025年上半年净利润2.66亿元 同比增长11.66%
Sou Hu Cai Jing· 2025-08-21 09:56
市盈率(TTM)历史分位(%) 100 ହ୍ର ୨୦ 93-18 8488 84 80 70 74 6 60 54:06 50 47x38 44o72 40 30 -27658 20 10 0 2019-12-37 I <0-12-37 /-12-37 2n- 公司 -○- 行业均值 制图数据来自恒生聚源数据库 | 主要会计数据 | 本报告期 (1-6月) | 上年同期 | | --- | --- | --- | | 营业收入 | 3.478.337.684.58 | 3,320,713,286.0 | | 利润总额 | 298.020.579.45 | 252.456.188.1 | | 归属于上市公司股东的净利润 | 265,757,686.65 | 238,002,470.7 | | 归属于上市公司股东的扣除非经常 性损益的净利润 | 221.320.298.44 | 235.183.533.2 | | 经营活动产生的现金流量净额 | 682.111.958.56 | 488,235,635.9 | | | 本报告期末 | 上年度末 | | 归属于上市公司股东的净资产 | 6.970.004.393.9 ...
隽泰控股(00630.HK)8月21日收盘上涨7.69%,成交14.99万港元
Sou Hu Cai Jing· 2025-08-21 08:27
Group 1 - The core viewpoint of the news highlights the performance of JunTai Holdings, which has shown a significant increase in its stock price and year-to-date growth compared to the Hang Seng Index [1][2] - As of August 21, the Hang Seng Index decreased by 0.24%, closing at 25,104.61 points, while JunTai Holdings' stock price rose by 7.69% to HKD 0.35 per share [1] - Over the past month, JunTai Holdings has experienced a cumulative decline of 5.8%, but it has achieved a remarkable year-to-date increase of 170.83%, outperforming the Hang Seng Index's growth of 25.45% [2] Group 2 - Financial data for JunTai Holdings shows total revenue of HKD 34.9969 million for the year ending December 31, 2024, representing a year-on-year growth of 10.07% [2] - The company reported a net profit attributable to shareholders of -HKD 1.1418 million, which is a year-on-year increase of 55.21% [2] - The gross profit margin stands at 36.89%, with a debt-to-asset ratio of 62.26% [2] Group 3 - Currently, there are no institutional investment ratings for JunTai Holdings [3] - The average price-to-earnings (P/E) ratio for the healthcare equipment and services industry is -10.95 times, with a median of 0.36 times [3] - JunTai Holdings has a P/E ratio of -255.03 times, ranking 55th in the industry, while other companies in the sector have P/E ratios ranging from 0.35 to 5.2 times [3] Group 4 - Important upcoming events include the disclosure of the mid-year report for the fiscal year 2025 on August 29, 2025, and an expected profit increase of approximately HKD 1 million, representing a year-on-year growth of 103.94% [4]
富一国际控股(01470.HK)8月21日收盘上涨8.7%,成交30.29万港元
Sou Hu Cai Jing· 2025-08-21 08:27
Group 1 - The core viewpoint of the news highlights the performance of Fu Yi International Holdings, which has seen significant stock price increases and strong financial results [1][2] - As of August 21, the Hang Seng Index fell by 0.24%, closing at 25,104.61 points, while Fu Yi International Holdings' stock price rose by 8.7% to HKD 0.2 per share, with a trading volume of 1.512 million shares and a turnover of HKD 302,900 [1] - Over the past month, Fu Yi International Holdings has achieved a cumulative increase of 170.59%, and a year-to-date increase of 253.85%, outperforming the Hang Seng Index by 25.45% [1] Group 2 - Financial data shows that as of April 30, 2025, Fu Yi International Holdings reported total revenue of HKD 71.6739 million, a year-on-year increase of 7.47%, and a net profit attributable to shareholders of HKD 5.0268 million, a year-on-year increase of 322.79% [1] - The company's gross profit margin stands at 28.95%, with a debt-to-asset ratio of 90.22% [1] - Currently, there are no institutional investment ratings for Fu Yi International Holdings, and its price-to-earnings ratio is 27.18, ranking 30th in the industry, compared to the average TTM P/E ratio of 21.73 for the raw materials sector [2]
市场分析:酿酒半导体领涨,A股震荡上行
Zhongyuan Securities· 2025-08-20 11:00
Market Overview - On August 20, the A-share market opened lower but experienced a slight upward trend, with the Shanghai Composite Index facing resistance around 3739 points[2] - The Shanghai Composite Index closed at 3766.21 points, up 1.04%, while the Shenzhen Component Index rose 0.89% to 11926.74 points[7] - Total trading volume for both markets was 24,489 billion yuan, slightly lower than the previous trading day[3] Sector Performance - Semiconductor, liquor, banking, and optical electronics sectors performed well, while power equipment, pharmaceuticals, shipbuilding, and diversified financial sectors lagged[3] - Over 70% of stocks in the two markets rose, with notable gains in chemical fiber, liquor, and semiconductor industries[7] Valuation Metrics - The average price-to-earnings (P/E) ratios for the Shanghai Composite and ChiNext indices are 15.25 times and 45.20 times, respectively, indicating a mid-level valuation compared to the past three years[3] - The overall profit growth forecast for A-share listed companies is expected to turn positive in 2025, ending a four-year decline, particularly in the technology innovation sector[3] Investment Strategy - The market is expected to maintain a steady upward trend in the short term, with a focus on semiconductor, liquor, communication equipment, and computer equipment sectors for investment opportunities[3] - Key drivers for the market include the transfer of household savings to capital markets, policy support, and a recovery in the profit cycle[3] Risk Factors - Potential risks include unexpected overseas economic downturns, domestic policy and economic recovery delays, and international relations affecting the economic environment[4]
中海油服收盘上涨1.08%,滚动市盈率19.85倍,总市值672.79亿元
Sou Hu Cai Jing· 2025-08-20 10:53
Group 1 - The core viewpoint of the articles highlights that CNOOC Services has a current stock price of 14.1 yuan, with a PE ratio of 19.85, marking a 16-day low, and a total market capitalization of 67.279 billion yuan [1][2] - The average industry PE ratio for the extraction sector is 30.36, with a median of 39.86, placing CNOOC Services in 11th position among its peers [1][2] - As of the first quarter of 2025, 11 institutions hold shares in CNOOC Services, with a total of 23.9249 million shares valued at 329 million yuan [1] Group 2 - CNOOC Services specializes in oil and gas exploration, development, and production, offering services such as drilling, oilfield technical services, vessel services, geophysical data collection, and engineering surveying [1] - The latest financial results for the first quarter of 2025 show that the company achieved a revenue of 10.798 billion yuan, a year-on-year increase of 6.40%, and a net profit of 888 million yuan, reflecting a year-on-year growth of 39.60%, with a gross profit margin of 17.64% [1]
亦辰集团(08365.HK)8月20日收盘上涨21.18%,成交670.57万港元
Sou Hu Cai Jing· 2025-08-20 08:33
Group 1 - The Hang Seng Index rose by 0.17% to close at 25,165.94 points on August 20 [1] - Yicheng Group (08365.HK) closed at HKD 1.03 per share, up 21.18%, with a trading volume of 6.9556 million shares and a turnover of HKD 6.7057 million, showing a volatility of 22.35% [1] - Over the past month, Yicheng Group has seen a cumulative increase of 220.75%, and a year-to-date increase of 247.22%, outperforming the Hang Seng Index by 25.24% [1] Group 2 - As of March 31, 2025, Yicheng Group reported total revenue of HKD 33.8577 million, a year-on-year decrease of 11.15%, and a net profit attributable to shareholders of HKD -10.392 million, an increase of 25.8% [1] - The company's debt-to-asset ratio stands at 24.94% [1] - Currently, there are no institutional investment ratings for Yicheng Group [1] Group 3 - The average price-to-earnings (P/E) ratio for the other financial industry (TTM) is 16.85 times, with a median of -0.24 times [1] - Yicheng Group's P/E ratio is -1.99 times, ranking 150th in the industry [1] - Comparatively, other companies in the sector have P/E ratios of 2.59 times (China Merchants Fund, 00133.HK), 2.94 times (Weixin Jinkou, 02003.HK), 4.04 times (Hong Kong Credit, 01273.HK), 4.39 times (Guoyin Financial Leasing, 01606.HK), and 4.55 times (Qifu Technology-S, 03660.HK) [1] Group 4 - Yicheng Group Limited operates as a global professional service platform with over 120 professionals worldwide, including in Canada [2] - The company was listed on the Hong Kong Stock Exchange's Growth Enterprise Market in May 2017, formed by the merger of Jianquan Group, a financial service provider, and Yabo Group, which offers business solutions [2]
靠传闻撑起240亿市值 英特尔的“泡沫”能持续多久?
Jin Rong Jie· 2025-08-20 02:16
Core Viewpoint - Intel's stock has rebounded sharply, rising 28% this month, but its valuation has reached the highest level since the dot-com bubble, with a forward P/E ratio of 53 times, indicating significant market speculation and uncertainty about its future performance [1][3]. Group 1: Stock Performance and Valuation - Intel's market capitalization has increased by approximately $24 billion due to rumors of potential government equity acquisition and a $2 billion investment from SoftBank [1]. - The stock's current valuation reflects a dramatic increase in expectations, with a forward P/E ratio not seen since early 2002 [1][3]. - Analysts express concerns about the sustainability of Intel's high valuation, given its recent financial struggles and the uncertainty surrounding its earnings growth [4][5]. Group 2: Government Involvement and Market Sentiment - The U.S. government is reportedly exploring a plan to acquire about 10% of Intel's shares, which could convert existing subsidies into non-voting equity [3]. - Market analysts are divided, with less than 8% recommending a "buy" rating, while nearly 80% maintain a "neutral" stance, indicating widespread caution among investors [5]. - Despite the challenges, there is still some optimism regarding CEO Pat Gelsinger's leadership and ongoing cost-cutting measures, although concerns remain about the potential abandonment of technological competition [5].