转自：中国民航网 《中国民航报》、中国民航网 记者钱擘 报道：达美航空公司近日公布2025年第三季度财务业绩，并对 第四季度及全年经营状况作出展望。 （来源：中国民航网） 2025年第三季度，达美航空基于通用会计准则（GAAP）的财务业绩为：运营收入167亿美元，运营利 润17亿美元，运营利润率10.1%，税前利润18亿美元，税前利润率10.7%，每股收益2.17美元，运营现金 流18亿美元。调整后财务业绩为：运营收入152亿美元，调整后运营利润17亿美元，运营利润率 11.2%，调整后税前利润15亿美元，税前利润率9.8%，调整后每股收益1.71美元，调整后运营现金流18 亿美元。达美航空在第三季度实现营收152亿美元，也创下其该指标的历年同期新高。 达美航空表示，展望第四季度，预计总营收将较去年同期的历史最高纪录再增长2%至4%，单位收益将 实现稳健的环比提升，这主要得益于美国国内市场的持续强劲表现以及跨大西洋航线收益的显著改善。 （编辑：王亚玲 校对：金杰妮 审核：程凌） ...

Core Insights - Chow Tai Fook (00659) reported a revenue of approximately HKD 24.285 billion for the fiscal year ending June 30, 2025, representing a year-on-year decrease of 8.09% [1] - The company's profit attributable to shareholders increased by 3.73% to HKD 2.162 billion, with basic and diluted earnings per share at HKD 0.54 [1] - The company proposed a final ordinary dividend of HKD 0.35 per share [1] Financial Performance - For the fiscal year 2025, Hong Kong operations accounted for 58% of the group's operating profit, while mainland China contributed 40% [1] - Adjusted EBITDA increased by 1% year-on-year to HKD 7.3158 billion [1] - Basic earnings per share for fiscal year 2025 were HKD 0.54, a slight decline of 3% year-on-year, primarily due to a one-time gain of HKD 102.7 million from the redemption of perpetual capital securities in fiscal year 2024 [1] Debt Management - As of June 30, 2025, the group's net debt stood at approximately HKD 14.7 billion, a slight decrease of 3% from HKD 15.1 billion in 2024 [2] - The net debt-to-equity ratio remained at a healthy level of 37%, compared to 35% in 2024, reflecting effective management of leverage while maintaining financial flexibility [2] Shareholder Returns - To thank shareholders for their support and create long-term value, the company proposed a stock dividend of one share for every ten shares held [3]

Group 1 - Darden Restaurants reported first-quarter earnings of $1.97 per share, missing the analyst consensus estimate of $2.00 per share [1] - Quarterly sales were $3.004 billion, which also fell short of the analyst consensus estimate of $3.040 billion [1] - Darden's President & CEO Rick Cardenas noted a strong start to the fiscal year with same-restaurant sales and earnings growth exceeding expectations [1] Group 2 - Darden reaffirmed its fiscal 2026 adjusted EPS guidance at $10.50–$10.70, compared to the $10.68 consensus estimate [2] - The company raised its fiscal 2026 sales outlook to $12.983 billion–$13.104 billion from a previous range of $12.922 billion–$13.043 billion, against the $13.078 billion Street estimate [2] - Following the earnings announcement, Darden shares fell 7.7% to close at $192.74 [2] Group 3 - BTIG analyst Peter Saleh maintained a Buy rating on Darden but lowered the price target from $235 to $225 [7] - TD Cowen analyst Andrew M. Charles maintained a Hold rating and cut the price target from $235 to $200 [7] - Keybanc analyst Eric Gonzalez maintained an Overweight rating while lowering the price target from $240 to $225 [7]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全 部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 （於開曼群島註冊成立之有限公司） （股份代號：813） 海外監管公告 世茂集團控股有限公司的附屬公司 上海世茂股份有限公司 截至 2025 年 6 月 30 日止六個月之未經審核財務業績公告 上海世茂股份有限公司（「上海世茂」）乃一間於中華人民共和國成立的公 司，並為世茂集團控股有限公司（「本公司」）的附屬公司，本公司於上海 世茂的應佔權益約為66.18%。上海世茂董事會已通過其截至2025年6月30日 止六個月之未經審核的綜合財務業績。上海世茂截至2025年6月30日止六個 月之綜合利潤表及於2025年6月30日結算之綜合資產負債表載列如下： - 1 - 上海世茂股份有限公司 截至2025年6月3 0日止六個月之綜合利潤表 | | | | 2025年 | 2024年 | | --- | --- | --- | --- | --- | | | | | 人民幣 | 人民幣 | | 1. | 營業收入 | ...

Core Viewpoint - The company reported an increase in revenue to $122.8 million for the six months ending June 30, 2025, despite a 13.9% decline in the Platts 65% iron content index price, attributed to a 26.9% increase in sales volume [1][2] Financial Performance - Revenue increased to $122.8 million, driven by a 26.9% rise in sales volume [1] - Adjusted EBITDA (excluding non-recurring items and foreign exchange) was $6.7 million, a significant improvement from a negative $1.7 million in the previous year [1] - Adjusted basic loss was $3 million, compared to a loss of $10.8 million in the previous year [1] - K&S asset impairment expense was $120.2 million, attributed to the appreciation of the ruble and expectations of future cost increases [1] - Shareholders' loss amounted to $102 million, compared to a loss of $13.2 million in the previous year [1] Operational Insights - The company experienced significant operational improvements, particularly at the Sutara mine, which enhanced ore quality and increased production [2] - Despite operational advancements and increased sales, financial performance was negatively impacted by external market conditions, including falling iron ore prices and the strengthening ruble [2] - The company remains focused on improving operational efficiency, maintaining financial flexibility, and preparing for potential market recovery [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 （於百慕達註冊成立之有限公司） （股份代號：1193） 公告 重慶燃氣 截至2025年6月30日止六個月的未經審核中期財務業績 於2025年8月22日，重慶燃氣公佈其截至2025年6月30日止六個月的半年度財 務報告。 重慶燃氣集團股份有限公司（「重慶燃氣」）為一家於中華人民共和國註冊成立的公 司。重慶燃氣的股份於上海證券交易所上市。截至本公告日期，重慶燃氣由華潤 燃氣控股有限公司（「本公司」，連同其附屬公司合稱為「本集團」）間接持有39.43% 的權益，並為本公司的附屬公司。 | | 截至2025年6月30日 | 截至2024年12月31日 | 增加╱減少 | | --- | --- | --- | --- | | | （人民幣） | （人民幣） | (%) | | | （未經審核） | （經審核） | | | 總資產 | 10,949,579,655.14 | 11,075,141,000.44 | ...

Core Viewpoint - Century Internet (VNET.US) reported a significant increase in its financial performance for Q2 2025, with total revenue reaching 2.43 billion RMB, reflecting a year-on-year growth of 22.1% [1][2]. Financial Performance Summary - Total net revenue for Q2 2025 was 2.43 billion RMB (339.8 million USD), up from 1.99 billion RMB in Q2 2024, marking a 22.1% increase [2]. - IDC business net revenue grew by 32.6%, from 1.37 billion RMB to 1.81 billion RMB (253.1 million USD) [2]. - Wholesale business revenue surged by 112.5%, increasing from 402 million RMB to 854.1 million RMB (119.2 million USD) [2]. - Retail business revenue slightly decreased from 964.8 million RMB to 958.7 million RMB (133.8 million USD) [2]. - Non-IDC business net revenue saw a minor decline of 0.9%, from 627 million RMB to 621.4 million RMB (86.7 million USD) [2]. Profitability Metrics - Adjusted cash gross profit for Q2 2025 was 1.06 billion RMB (148.2 million USD), up from 787.3 million RMB in Q2 2024, representing a 34.9% increase [3]. - Adjusted cash gross margin improved to 43.6% from 39.5% year-on-year [3]. - Total gross profit for Q2 2025 was 547.7 million RMB (76.5 million USD), a 28.9% increase from 424.9 million RMB in Q2 2024, with a gross margin of 22.5% [2]. Operating Expenses - Total operating expenses for Q2 2025 were 374.7 million RMB (52.3 million USD), compared to 230.3 million RMB in Q2 2024 [3]. - Sales and marketing expenses increased to 70 million RMB (9.8 million USD) from 58.2 million RMB [4]. - R&D expenses rose to 67.6 million RMB (9.4 million USD) from 62 million RMB [5]. - General and administrative expenses increased significantly to 212.5 million RMB (29.7 million USD) from 107.3 million RMB [6]. EBITDA and Net Income - Adjusted EBITDA for Q2 2025 was 732.5 million RMB (102.2 million USD), up 27.7% from 573.8 million RMB in Q2 2024, with an EBITDA margin of 30.1% [6]. - The company reported a net loss attributable to the parent company of 11.9 million RMB (1.7 million USD) for Q2 2025, compared to a net profit of 63.7 million RMB in Q2 2024, primarily due to increased interest and tax expenses [6]. Liquidity and Debt - As of June 30, 2025, the company had cash and cash equivalents totaling 4.66 billion RMB (651.1 million USD) [7]. - Total short-term debt amounted to 2.73 billion RMB (380.5 million USD), while long-term debt was 14.65 billion RMB (2.05 billion USD) [8]. Stock Buyback Plan - The company's board approved a stock buyback plan on June 27, 2025, allowing for the repurchase of up to 50 million USD worth of American Depositary Shares over the next 12 months [9]. Business Outlook - The company expects total net revenue for 2025 to be between 9.15 billion RMB and 9.35 billion RMB, representing a year-on-year growth of 11% to 13% [10]. - Adjusted EBITDA is projected to be between 2.76 billion RMB and 2.82 billion RMB, indicating a growth of 14% to 16% [10].

Financial Data and Key Metrics Changes - Total revenues increased by 18.9% year over year, outpacing passenger traffic growth of 13.7% [17] - Revenue per passenger rose by 4.5% to $21 from $20.1 last year [17] - Adjusted EBITDA reached $169 million, up 23% year over year, with a margin expansion of 1.4 percentage points to 38.6% [21][22] Business Line Data and Key Metrics Changes - Aeronautical revenues increased by 15.1%, with Argentina seeing over 20% growth [18] - Commercial revenues grew by 22% year over year, driven by higher cargo revenues and strong performance in parking, VIP lounges, and duty-free stores [18][19] - Cargo revenues surged by 30% year over year, led by Argentina, Brazil, and Uruguay [14] Market Data and Key Metrics Changes - Passenger traffic in Argentina grew by 17%, with international traffic up nearly 19% [9] - Italy recorded a 9% increase in traffic, reaching a second-quarter record [10] - Brazil saw a 15% year-over-year increase in traffic, with international traffic growing over 41% [10] Company Strategy and Development Direction - The company is focused on enhancing non-aeronautical revenues and expanding commercial opportunities [26] - Ongoing projects include the construction of a shopping mall at Brasilia Airport and the expansion of duty-free areas in Argentina [26][27] - The company is pursuing growth opportunities in Latin America, Iraq, and Angola, among others [28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued positive traffic momentum, particularly in Argentina [29] - The company highlighted the resilience and quality of its diversified portfolio, which supports revenue growth and EBITDA margin expansion [26] Other Important Information - The company closed the quarter with a total liquidity position of $595 million, up 13% from the previous year [23] - Total debt at quarter end was $1.1 billion, with net debt decreasing to $643 million [24] Q&A Session Summary Question: Details on Argentina's rig lever discussion and interest in Motiva's former CCR airport sales - Management confirmed ongoing discussions regarding the rig lever and emphasized engagement with authorities [34][35] - The company is interested in the Motiva asset and is evaluating the opportunity while maintaining confidentiality [33]

Financial Highlights - The company announced a dividend of $0.20 per share[5, 26], marking the 86th consecutive quarterly dividend[5] - The company reported a net income of $1 million, with earnings per share of $0.01[5] - The company's adjusted EBITDA was $112 million[5, 16] - The company's gross revenue reached $194 million[5, 16], which includes charter hire from all vessels and rigs[6] Contracted Revenue and Backlog - The company's fixed revenue backlog stands at $4.2 billion[5, 8, 26], with over two-thirds contracted to investment grade counterparties[5, 8] - The company extended three container vessels with Maersk for five years, adding approximately $225 million to the fixed backlog[5] - 71% of the company's contracted revenue is from container vessels[8] Operational Performance - The company's fleet utilization remains strong, with container vessels, car carriers, tanker vessels, and dry bulk vessels all reporting utilization rates at or near 100%[13] - The company's cash and cash equivalents at quarter end was $156 million[24, 26] Portfolio Composition - The company's portfolio includes 30 container vessels, 18 tanker vessels, 7 car carriers, 3 dry bulk vessels, and 2 energy assets[8] - The company's contracted revenue is diversified across various sectors, with container vessels accounting for 71%, tanker vessels for 11%, car carriers for 11%, and energy for 7%[8] Client Base - The company has a strong portfolio of industry-leading clients, including a world-leading chemical logistics company (29% of contracted revenue), a publicly listed investment grade shipping company (21% of contracted revenue), and other major players in the container shipping, energy, and automotive industries[11]

Financial Performance - The consolidated earnings for the first half of 2025 were $1.15 per diluted share, a decrease from $1.20 for the first half of 2024 [4] - For the second quarter of 2025, consolidated earnings were $0.17 per diluted share, down from $0.29 for the second quarter of 2024 [4] Conference Call Details - The Q2 2025 Earnings Conference Call was hosted by Stacey Walters, Investor Relations Manager, with participation from President and CEO Heather Rosentrater and CFO Kevin Christie [2] - The earnings and Form 10-Q for Q2 2025 were released premarket and are available on the company's website [2]