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中炬高新:正审慎平衡公司现金状况与并购机会,持续推进战略并购计划
Bei Jing Shang Bao· 2026-01-08 13:52
北京商报讯(记者 郭秀娟 王悦彤) 1月8日,中炬高新在投资者互动平台回答投资者提问称,公司管理 团队正在审慎平衡公司现金状况与并购机会,并持续推进战略并购计划。目前,公司有几个项目在推进 中,在目前市场环境下,双方暂未就交易价格达成一致。公司仍在积极推进中,以突破内生增长瓶颈, 优化业务组合。公司高度重视并购后的持续经营能力,并坚决避免因盲目扩张导致业绩下滑的风险。因 此,虽然公司有并购的计划和意向,还需要根据市场情况和并购机会的实际进展来决定。 ...
中炬高新:公司管理团队正在审慎平衡公司现金状况与并购机会,并持续推进战略并购计划
Zheng Quan Ri Bao Wang· 2026-01-08 11:40
证券日报网讯1月8日,中炬高新(600872)在互动平台回答投资者提问时表示,公司管理团队正在审慎 平衡公司现金状况与并购机会,并持续推进战略并购计划。目前,公司有几个项目在推进中,在目前市 场环境下,双方暂未就交易价格达成一致。公司仍在积极推进中,以突破内生增长瓶颈,优化业务组 合。公司高度重视并购后的持续经营能力,并坚决避免因盲目扩张导致业绩下滑的风险。因此,虽然公 司有并购的计划和意向,还需要根据市场情况和并购机会的实际进展来决定。 ...
曹操出行盘中涨近8% 公司全购耀出行及吉利商旅 花旗称积极战略并购增强竞争力
Zhi Tong Cai Jing· 2026-01-07 02:10
曹操出行(02643)盘中涨近8%,截至发稿,涨6.22%,报32.78港元,成交额5558.74万港元。 花旗认为,曹操出行有望借助耀出行在全球12个城市的服务网络以及吉利商旅的海外客户资源,加速其 国际扩张步伐,进一步巩固了其市场竞争力和生态系统整合能力。花旗认为,向企业客户和高端用户提 供服务将有助于提高曹操出行整体的用户平均收入(ARPU)和利润率水平,这些用户群体可能对平台具 有更高的忠诚度和粘性,并可能为曹操出行现有的整体出行业务带来交叉销售协同效应。 消息面上,12月30日,曹操出行宣布收购耀出行100%股权及拟收购吉利商旅100%股权。若收购案顺利 落地,耀出行、吉利商旅将成为曹操出行全资子公司。曹操出行表示,完成整合后,曹操出行将在企业 服务端释放显著协同效应,形成覆盖个人与企业、标准与高端、"出行+商旅"的一站式科技出行平台, 为企业客户提供一站式出行和商旅服务。 ...
曹操出行打出上市后首张战略并购王牌,万亿商旅市场迎来破局者
新浪财经· 2026-01-02 10:05
曹操出行按下加速键。作为吉利控股集团旗下的 最重要的科技出行平台 ,曹操出行在上市 后,迅速打出了首张战略并购的 "王牌"。 近日,曹操出行宣布收购高端出行品牌 "耀出行",并拟收购吉利商旅。这一系列动作不仅 是吉利生态内部资源的深度整合,更标志着曹操出行正在通过全产业链的覆盖,构筑起商旅 市场(ToB)与全球化布局的坚实护城河。 ⼀、商旅市场⻛⼝已⾄, 整合打造全场景服务⽣态 在 C端网约车市场进入存量竞争的当下,企业商旅服务(ToB)市场正成为各大出行平台竞 相角逐的"蓝海"。 据相关数据显示,中国企业级出行市场规模庞大且增长稳健,但在供给端,能够提供 "全场 景、一站式、高品质"服务的平台依然稀缺。 此次曹操出行收购耀出行及拟收购吉利商旅,正是对这一市场痛点的精准狙击。 从市场格局来看, 商旅 客户的需求日益多元化:既有普通员工的日常通勤与差旅(追求性 价比与合规),也有高管出行与重要商务接待(追求极致服务与尊贵感)。此前,曹操出行 凭借 以定制车为核心的高品质服务, 在国民级出行市场占据了重要份额,拥有成熟的运力 网络和运营体系 ; 自 2016 年启动的企业客户服务,截至 2024 年 12 月 3 ...
花旗重申曹操出行“买入”评级,解禁后股价稳健,积极战略并购增强竞争力
Zhi Tong Cai Jing· 2025-12-31 11:14
研报表示,曹操出行有望借助耀出行在全球12个城市的服务网络以及吉利商旅的海外客户资源,加速其 国际扩张步伐,进一步巩固了其市场竞争力和生态系统整合能力。花旗认为,向企业客户和高端用户提 供服务将有助于提高曹操出行整体的用户平均收入(ARPU)和利润率水平,这些用户群体可能对平台具 有更高的忠诚度和粘性,并可能为曹操出行现有的整体出行业务带来交叉销售协同效应。 据悉,曹操出行自2016年启动企业客户服务,截至2024年12月31日,已累计服务超过1.35万家企业。耀 出行拥有成熟的企业会议活动、企业日常用车及高端网约车业务,吉利商旅可提供全流程差旅解决方案 以及会议及活动的全案服务。完成整合后,耀出行、吉利商旅将充分借助曹操出行的平台势能,持续为 现有客户提供优质服务。 12月30日,曹操出行(02643)宣布两项重要战略收购:收购蔚星科技有限公司(下称"耀出行")100%股 权;拟收购浙江吉利商务服务有限公司(下称"吉利商旅")100%股权。 对此花旗发布研报,继续维持曹操出行"买入"评级,给出70港元目标价。花旗认为,通过收购耀出行 (高端出行服务平台)和吉利商旅(企业差旅管理服务平台),曹操出行将构建一个 ...
华宝股份:公司未持有金石成长基金的股份
Mei Ri Jing Ji Xin Wen· 2025-12-26 03:53
每经AI快讯,有投资者在投资者互动平台提问:请问贵公司对外投资的基金有哪些,是否持有金石成 长基金的股份? (记者 王瀚黎) 华宝股份(300741.SZ)12月26日在投资者互动平台表示,公司未持有金石成长基金的股份。关于对外 投资的基金情况,公司过往投资了包括无锡金投惠开新兴产业创业投资基金、日初基金等在内的主体, 具体信息敬请查阅公司在指定信息披露媒体发布的历史公告。公司将继续围绕战略规划,以战略并购为 核心抓手,聚焦产业链补强与核心能力升级,通过兼并收购快速整合主营业务领域具备核心技术、高附 加值产品及渠道优势的优质企业,完善业务板块,稳步拓展市场版图。 ...
Enerpac Tool(EPAC) - 2026 Q1 - Earnings Call Transcript
2025-12-18 14:30
Financial Data and Key Metrics Changes - Enerpac's Q1 Fiscal 2026 revenue was $144 million, a decrease of 1% year-over-year [6] - Adjusted EBITDA was $32.4 million, representing a margin of 22.4%, with adjusted earnings per share at $0.36 compared to $0.40 in the previous year [9][10] - Gross profit margin was 50.7%, consistent with previous quarters, but impacted by higher tariff-driven costs [8][9] Business Line Data and Key Metrics Changes - In the Industrial Tools and Services (IT&S) segment, product sales grew 4% organically, while IT&S sales declined 3% [4][6] - Standard product revenue increased by low single digits, with heavy-lifting technology business experiencing double-digit growth [6] - Service revenue declined by 26%, primarily in the EMEA region, particularly the U.K. [6][7] Market Data and Key Metrics Changes - Revenue in the Americas grew by 5%, driven by an 8% increase in product revenue [7] - EMEA revenue declined by 10%, with product revenue growing 5% but service revenue declining significantly [7][8] - APAC revenue decreased by 8%, affected by a decline in heavy-lifting technology business and political uncertainties in Southeast Asia [8] Company Strategy and Development Direction - The company is focused on growth through investments in innovation and expanding sales capabilities in key markets like India and Australia [12][13] - Enerpac is enhancing its e-commerce capabilities and implementing a new technology platform to improve user experience and marketing tools [13] - The company is targeting growth in power generation and infrastructure sectors, with significant contract wins in bridge and tunnel projects [14][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the outlook for the year, supported by strong order growth across all geographic regions [12] - The company anticipates organic revenue growth of 1%-4% and adjusted EBITDA growth of 6% at the midpoint for Fiscal 2026 [11] - Management acknowledged challenges in the service business but remains optimistic about future growth and margin expansion [22][24] Other Important Information - The company reported a strong balance sheet with net debt of $49 million and total liquidity of $539 million [10] - Enerpac repurchased $15 million of stock in the first quarter while maintaining capacity for strategic M&A [10][57] - A leadership change in investor relations was announced, with the current CFO becoming the main point of contact until a replacement is found [17] Q&A Session Summary Question: What caused the sharp decline in service revenue this quarter? - Management noted disappointment in service revenue performance, primarily due to market contraction in the U.K. and ongoing consolidation in the oil and gas sector [22][24] Question: Can you elaborate on changes being made in services to capture higher value business? - Management discussed transitioning from an agent-based model to a direct model to enhance customer relationships and margins, along with investments in field service capabilities [26][27] Question: What is the pricing strategy heading into 2026? - A small, low single-digit price increase was implemented in December, with ongoing efforts to offset tariff impacts and maintain margins [28][47] Question: How does the backlog look compared to a normalized basis? - Management indicated that while Enerpac is not a backlog-heavy business, there has been an uptick in backlog driven by strong order activity [40] Question: What is the outlook for M&A activity? - Management expressed optimism about increased M&A activity and is actively evaluating several opportunities while maintaining a disciplined approach [57]
盛达资源拟5亿买矿加码增储 受益价格上涨前三季盈利3亿增62%
Chang Jiang Shang Bao· 2025-12-11 23:36
Core Viewpoint - The company, Shengda Resources, is executing its strategic acquisition plan by acquiring a 60% stake in Yichun Jinshi Mining Co., Ltd. for 500 million yuan, aiming to enhance its mineral resource reserves [1][2]. Acquisition Details - Shengda Resources plans to acquire the 60% stake in Jinshi Mining for 500 million yuan, with the total valuation of Jinshi Mining estimated at 833 million yuan, reflecting a premium of 2332.43% over its net asset value [2][3]. - Jinshi Mining's core asset is the 460 Gaodi Rock Gold Mine exploration rights, which includes confirmed copper and molybdenum resources [3][4]. Company Growth and Strategy - The company has been actively increasing its resource reserves through acquisitions, having previously acquired stakes in Guizhou Dingshengxin, Honglin Mining, and Jinshan Mining [1][4]. - Shengda Resources currently operates seven mining subsidiaries, with confirmed silver reserves of approximately 12,000 tons and gold reserves of about 34 tons [6][7]. Financial Performance - Shengda Resources has shown a recovery in its financial performance, with a net profit of 390 million yuan in 2024, a year-on-year increase of 163.56% [8]. - For the first three quarters of 2025, the company reported a net profit of 323 million yuan, reflecting a growth of approximately 62% [8][9]. Market Position - The company is positioned to become a leading player in the domestic lead and zinc reserves market following the completion of its acquisitions [6]. - The company's stock price has significantly increased, with a rise of 155.42% from early 2025 to December 10, 2025 [9].
业绩下滑股价走低 投资者“喊话”中炬高新管理层自降工资
Xin Jing Bao· 2025-12-10 15:44
中炬高新最近五年业绩情况 东方财富数据显示,自2020年年初以来,中炬高新的收盘总市值巅峰出现在2020年9月,超过了660亿元。而进入2025年, 中炬高新的收盘总市值不曾超过173亿元。就在2025年第三季度业绩说明会召开前几天,12月3日,中炬高新的收盘总市值 约135.07亿元。 面对投资者的"愤怒"与质问,中炬高新表示,"虽然有大环境的压力,但是公司一直重视市值管理,并致力于通过多种方式 增强投资者信心。" 据其介绍,中炬高新第一大股东中山火炬集团有限公司拟自2025年9月1日起12个月内,通过上海证券交易所集中竞价交易 等合法合规方式增持公司股份,拟增持金额不低于2亿元,不超过4亿元;公司董事长黎汝雄于2025年11月3日和4日通过沪 港通账户在上海证券交易所交易系统以集中竞价方式增持公司A股股份,资金来源为自有资金,增持金额合计约182.66万 元,增持公司股份合计10.05万股。 关于业绩,新京报贝壳财经记者注意到,最近五年(2020年至2024年),中炬高新的营业收入在51亿元至56亿元之间徘 徊,归属于上市公司股东的净利润普遍处于盈利状态,仅在2022年陷入亏损。 新京报贝壳财经讯(记者阎 ...
业绩下滑股价走低,投资者“喊话”中炬高新管理层自降工资
Bei Ke Cai Jing· 2025-12-10 15:17
中炬高新最近五年业绩情况。 2025年前三季度,中炬高新实现营业收入约31.56亿元,同比下滑20.01%;归属于上市公司股东的净利润约3.8亿元,同比 下滑34.07%。 新京报贝壳财经讯(记者阎侠)12月10日,记者自中炬高新发布的投资者关系活动记录表获悉,在2025年第三季度业绩说 明会上,投资者向公司提出了诸多问题,主要涉及股价走势、业绩波动等。 记者注意到,在投资者关系活动记录表里披露的12个问题中,有6个都涉及股价,投资者对中炬高新的股价下行表达了强烈 的不满:"大股东计划不超过4亿元的增持为什么在目前这个价格还磨磨蹭蹭,误导投资者认为公司还有业绩暴雷的风险导 致股价继续下跌?""公司股价一跌再跌,公司效益一差再差,公司管理层也换了这么长时间了,没有任何改善,反而更 差,你们是视而不见还是能力有限?""公司股价持续走低,公司效益越来越差,建议管理层从自己开始自降工资来给广大 投资者一个交代!"…… 东方财富数据显示,自2020年年初以来,中炬高新的收盘总市值巅峰出现在2020年9月,超过了660亿元。而进入2025年, 中炬高新的收盘总市值不曾超过173亿元。就在2025年第三季度业绩说明会召开前 ...