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新城控股的前世今生:2025年Q3营收行业第二,净利润第三,负债率高于同业,毛利率反超
Xin Lang Cai Jing· 2025-10-30 16:21
截至2025年9月30日,新城控股A股股东户数为4.32万,较上期减少12.34%;户均持有流通A股数量为5.22 万,较上期增加14.07%。十大流通股东中,香港中央结算有限公司位居第四,持股1663.08万股,相比上期 减少70.14万股;工银价值精选混合A(019085)为新进第五大流通股东,持股1574.12万股;南方中证 500ETF(510500)位居第七,持股1318.16万股,相比上期减少31.89万股;南方中证房地产ETF发起联接A (004642)位居第八,持股1140.06万股,相比上期减少13.83万股。中国证券金融股份有限公司、工银可 转债债券(003401)、国富中小盘股票A(450009)退出十大流通股东之列。 新城控股成立于1996年6月30日,于2015年12月4日在上海证券交易所上市,注册地址为江苏省,办公地址 为上海市。该公司是国内知名的房地产企业,以房地产开发与销售为核心业务,在商业地产领域具备较强 的竞争优势。 2025年三季度,新城控股营业收入达343.71亿元,行业排名2/10,高于行业平均数185.56亿元和中位数 91.62亿元,行业第一名招商蛇口为897.6 ...
ST易购的前世今生:2025年三季度营收381.31亿行业第二,高于行业平均123.3亿元
Xin Lang Zheng Quan· 2025-10-30 15:49
ST易购成立于1996年5月15日,2004年7月21日在深圳证券交易所上市,注册地址和办公地址均在江苏省。 它是国内知名的综合电商企业,在综合家用电器连锁销售和服务领域具备强大竞争力。 ST易购主营业务为综合家用电器的连锁销售和服务,所属申万行业为商贸零售 - 互联网电商 - 综合电商, 涉及多胎概念、社区团购、新零售核聚变、超导概念、核电等概念板块。 经营业绩:营收行业第二,净利润第二 2025年三季度,ST易购营业收入为381.31亿元,行业排名2/3,高于行业平均数258.01亿元,行业中位数为 381.31亿元,行业第一名国联股份(维权)营收387.8亿元。主营业务构成中,家用电器及消费电子213.77 亿元占比82.55%,其他(补充)21.49亿元占比8.30%,日用百货14.95亿元占比5.77%,服务及其他8.75亿元占 比3.38%。当期净利润7609.9万元,行业排名2/3,行业平均数为4.51亿元,行业中位数为7609.9万元,行业 第一名国联股份净利润13.27亿元。 图:ST易购净利润及增速 董事长兼总裁任峻,男,1977年出生,本科,中国国籍,1999年加入苏宁,曾任公司副总裁、 ...
元隆雅图的前世今生:营收较行业均值低54.58%,净利润低于行业均值18.27%
Xin Lang Zheng Quan· 2025-10-30 14:45
Core Viewpoint - Yuanlong Yatu is a leading company in the domestic gift and promotional products industry, with a comprehensive service capability across the entire industry chain [1] Group 1: Business Performance - In Q3 2025, Yuanlong Yatu achieved revenue of 2.214 billion yuan, ranking 13th in the industry, below the industry average of 4.875 billion yuan [2] - The main business composition includes promotional products revenue of 648 million yuan (46.60%), promotional services revenue of 452 million yuan (32.48%), and new media marketing services revenue of 263 million yuan (18.93%) [2] - The net profit for the same period was 14.51 million yuan, ranking 14th in the industry, below the industry average of 18.24 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 38.53%, an increase from 33.71% year-on-year, but still below the industry average of 47.46% [3] - The gross profit margin for Q3 2025 was 12.28%, down from 14.80% year-on-year and below the industry average of 13.48% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 5.67% to 50,700, while the average number of circulating A-shares held per shareholder increased by 6.02% to 4,656.08 [5] - The company reported steady revenue growth in the first half of 2025, with a narrowing net profit loss [5] Group 4: Business Highlights - Significant growth in revenue from major clients, with promotional products and services combined revenue increasing by 63.89% year-on-year [5] - The licensed commemorative products business saw a revenue increase of 74.50% year-on-year, with a gross profit margin increase of 15.61% [5] - The company is expanding its "national trend" and "international" IP matrix, with retail channels gradually expanding [5] Group 5: Management Compensation - The chairman, Sun Zhen, received a salary of 1.0389 million yuan in 2024, an increase of 38,900 yuan from 2023 [4]
东鹏控股的前世今生:2025年Q3营收45.01亿元排名行业第二,净利润3.49亿元位居次席
Xin Lang Cai Jing· 2025-10-30 10:13
东鹏控股成立于2011年11月4日,于2020年10月19日在深圳证券交易所上市,注册地址位于广东省清远 市,办公地址在广东省佛山市。它是国内建陶行业龙头,核心业务为瓷砖和洁具等建筑卫生陶瓷产品,具 备全产业链优势。 东鹏控股主营业务为以瓷砖和洁具为代表的建筑卫生陶瓷产品的研发、生产和销售,所属申万行业为轻工 制造 - 家居用品 - 瓷砖地板,所属概念板块有增持回购、石墨烯、新零售核聚变、超导概念、核电。 经营业绩:营收行业第二,净利润第二 A股股东户数较上期增加0.23% 截至2025年9月30日,东鹏控股A股股东户数为2.78万,较上期增加0.23%;户均持有流通A股数量为4.11 万,较上期减少0.23%。十大流通股东中,香港中央结算有限公司位居第四大流通股东,持股4364.02万 股,相比上期增加2024.16万股。 国盛证券指出,东鹏控股2025年前三季度收入45.0亿元,同比下滑3.9%,归母净利润3.5亿元,同比增长 13.1%。业务亮点如下:一是C端持续深耕,大零售渠道逆势增长,前三季度累计新建96家店,重装升级 224家,瓷砖大零售渠道收入同比增长8.03%,销售面积同比增长14.96%;二 ...