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雅迪控股(01585.HK)中期股东应占利润同比增59.5%至16.49亿元
Jin Rong Jie· 2025-08-26 06:24
【财华社讯】雅迪控股(01585.HK)公布,截至2025年6月30日止六个月,收入约191.86亿元(人民币,下 同),同比增加33.1%;公司股东应占利润16.49亿元,同比增加59.5%;每股基本盈利54.3分。不派中期 股息。 本文源自:财华网 ...
行进中国丨“小车轮”转出大天地
Ren Min Wang· 2025-08-25 06:25
盛夏清晨,晨曦初露。团泊湖畔,骑行爱好者们时而悠然前行,时而你追我赶;厂房林立处,挂着全国 各地牌照的大货车进进出出,从空车到满载,将一箱箱自行车、电动车运抵全国乃至世界各地……这一 动一静的画面,勾勒出天津静海"两轮"产业的蓬勃生态。 这里缘何能成为"中国自行车电动自行车之都"?循着天津市子牙经济技术开发区高新产业园的发展轨 迹,答案逐渐清晰。 "十多年前,这里还是一片空地。如今,园区内已聚集自行车、电动自行车及零部件生产企业58家。"回 溯发展历程,天津市子牙经济技术开发区高新产业园企业服务部部长张宝祺打开了"话匣子"。在他看 来,园区能扛起"中国自行车电动自行车之都"的大旗,产业链配套与政策支持是两大核心引擎。 早在2008年,静海便建立了自行车(电动车)产业园(即天津子牙经济技术开发区高新产业园的前 身)。彼时,政府将土地、基础配套、优惠政策向自行车、电动车项目倾斜,凭借规划的引导力和环境 的吸引力,推动一批龙头企业、配套厂家落地生根,产业集聚效应初步显现。 正是这关键的一步布局,为后续产业的爆发式增长埋下了伏笔。 此后10年,该区接连获批"中国自行车电动自行车产业基地""中国自行车电动自行车之都"称 ...
机构风向标 | 新日股份(603787)2025年二季度已披露持仓机构仅6家
Xin Lang Cai Jing· 2025-08-23 01:27
2025年8月23日,新日股份(603787.SH)发布2025年半年度报告。截至2025年8月22日,共有6个机构投资 者披露持有新日股份A股股份,合计持股量达2278.02万股,占新日股份总股本的9.90%。其中,机构投 资者包括安吉谆莱企业管理合伙企业(有限合伙)、中国银行股份有限公司-招商量化精选股票型发起式证 券投资基金、高盛公司有限责任公司、广东臻远私募基金管理有限公司-广东臻远基金-鼎臻一号私募证 券投资基金、UBS AG、中国光大银行股份有限公司-招商成长量化选股股票型证券投资基金,机构投资 者合计持股比例达9.90%。相较于上一季度,机构持股比例合计上涨了0.50个百分点。 公募基金方面,本期较上一季度新披露的公募基金共计2个,包括招商量化精选股票发起式A、招商成 长量化选股股票A。 ...
新日股份: 第七届监事会第三次会议决议公告
Zheng Quan Zhi Xing· 2025-08-22 16:29
证券代码:603787 证券简称:新日股份 公告编号:2025-040 江苏新日电动车股份有限公司 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、监事会会议召开情况 江苏新日电动车股份有限公司(以下简称"公司")第七届监事会第三次会议的通 知于 2025 年 8 月 11 日以专人送达方式发出,会议于 2025 年 8 月 21 日在江苏省无锡市 锡山区同惠街 101 号新日大厦会议室以现场表决方式召开。 本次会议应参加监事 3 人,实际参加会议监事 3 人,会议由监事会主席潘胜利先生 主持。本次会议的召集、召开程序及方式符合《公司法》和《公司章程》的规定。 二、监事会会议审议情况 (一)审议通过《关于 2025 年半年度报告及摘要的议案》 表决结果:3 票赞成,0 票反对,0 票弃权。 监事会认为:本次利润分配方案是根据公司当前的实际情况作出的,充分考虑了公 司盈利情况、现金流状况及资金需求等各种因素,不存在损害公司及其股东,特别是中 小股东利益的情形。本次利润分配事项已履行了必要的决策程序,决策程序合法合规, ...
深度不足,跨境产业怎样再上台阶 ——来自广西壮族自治区凭祥市的调查
Jing Ji Ri Bao· 2025-08-17 21:55
Core Viewpoint - The article highlights the rapid development of cross-border industries in Pingxiang, Guangxi, which serves as a crucial land hub for trade between China and ASEAN countries, showcasing the benefits of open development and the need for further enhancement of industrial depth and competitiveness [1][8]. Group 1: Cross-Border Trade and Economic Growth - In the first half of the year, the volume of goods imported and exported through the Friendship Pass reached 3.248 million tons, a year-on-year increase of 31.4%, with a trade value of 288.9 billion yuan, up 30% [2]. - The efficiency of customs clearance has significantly improved, with the average time for vehicle passage reduced to 20 seconds due to the implementation of smart customs systems [2][10]. - The establishment of an online trading platform for the China-ASEAN (Chongzuo) Fruit Trading Center has facilitated better service for fruit trade, enhancing transaction efficiency [3]. Group 2: Industrial Development and Processing - By 2024, the number of processing enterprises in Pingxiang is expected to reach 27, with 18 being above-scale industrial enterprises, contributing to an industry output value of 1.408 billion yuan [3][4]. - Companies like Yanjinpuzi have established processing facilities in Pingxiang, leveraging local advantages to process fresh fruits sourced from ASEAN countries [4][5]. - The manufacturing sector is also expanding, with companies like Guangxi Chongzuo Haoyue Vehicle Co., Ltd. planning to relocate their entire electric vehicle supply chain to Pingxiang [6]. Group 3: E-commerce and New Business Models - The rise of cross-border e-commerce, particularly through live streaming, has created new business opportunities, with some local entrepreneurs achieving daily sales peaks of over 3,000 orders [7]. - The establishment of a cross-border e-commerce public clearance center has enabled Pingxiang to handle a daily volume of 1 million parcels, with a projected trade value exceeding 20 billion yuan in 2024 [7][8]. Group 4: Infrastructure and Technological Advancements - The development of smart port projects at the Friendship Pass aims to achieve 24-hour uninterrupted operations, enhancing the efficiency of customs clearance [10][11]. - The integration of advanced technologies such as AI and automated systems is expected to significantly improve inspection speeds and overall service quality at the port [11]. Group 5: Workforce and Community Development - The growth of cross-border industries necessitates a stable workforce, prompting initiatives to improve living conditions and attract talent to Pingxiang [12][13]. - The construction of worker accommodation and community facilities is underway to support the influx of employees in the region [13].
常州终于进球
Core Viewpoint - Changzhou has successfully transformed the excitement of the Suzhou Super League (Su Super) into a vibrant cultural and economic phenomenon, leveraging community engagement and innovative marketing strategies to enhance its city image and boost local tourism and industry [3][4][17]. Group 1: Community Engagement and Marketing Strategies - Changzhou has become the "popularity king" among the thirteen cities in the Su Super, thanks to its unique charm and community involvement [3][4]. - The local government has actively engaged in social media interactions, breaking down barriers between officials and citizens, which has significantly increased public participation in the Su Super events [8][9]. - The city has launched various creative campaigns, such as themed events for each match, including free admission to attractions for visitors from rival cities, which has attracted significant tourist traffic [13][15]. Group 2: Economic Impact and Tourism Growth - In June, Changzhou's key tourist attractions received 5.33 million visitors, a year-on-year increase of 13.4%, generating direct revenue of 480 million yuan, up 10.7% [17]. - The local tourism sector has seen a remarkable increase in consumer spending and visitor numbers, leading to Changzhou ranking first in the province for tourism growth since the start of the Su Super [17]. - The city has not only focused on tourism but has also promoted local industries and improved its business environment, enhancing its overall brand influence [17].
常州终于进球
21世纪经济报道· 2025-08-17 07:38
Core Viewpoint - The article discusses how Changzhou leveraged the "Pen Stroke Defense War" during the Suzhou Super League to enhance its city image and promote local tourism and industries through creative marketing strategies and community engagement [4][14]. Group 1: Event and Community Engagement - Changzhou's football team achieved a significant victory in the ninth round of the Suzhou Super League, which sparked excitement and joy among fans [2]. - In response to the support from the public, Changzhou quickly launched six major gifts, including a lottery for fans, creating a celebratory atmosphere [3]. - The local government actively engaged in social media interactions, which helped bridge the gap between officials and the public, enhancing community participation [8][9]. Group 2: Marketing Strategies - Changzhou utilized the Suzhou Super League as a platform to promote local attractions and industries, including unique marketing campaigns like "9.9 yuan ticket + radish dry fried rice" [4][12]. - The city introduced themed events for each match, such as showcasing local cuisine and manufacturing, which significantly increased local tourism and engagement [11][12]. - The local government effectively responded to the "losing strokes" meme, turning it into a marketing opportunity that resonated with the public [9]. Group 3: Economic Impact - The influx of visitors due to the Suzhou Super League led to a notable increase in tourism, with key attractions receiving 533 million visitors in June, a 13.4% year-on-year increase [14]. - The local economy benefited from the event, with direct revenue from key tourist sites reaching 480 million yuan, reflecting a 10.7% increase [14]. - Changzhou's tourism consumption and visitor numbers have been the highest in the province since the start of the Suzhou Super League [14][15].
常州苏超笔画保卫战背后:城市如何玩转“梗”经济?
21世纪经济报道记者陈归辞常州报道 进一球、赢一场!"过年了"! 在号称"笔画保卫战"的苏超系列大战中,前八轮比赛一路从"吊州"输到"八"的常州,终于在第九轮比赛 最后一刻破门制胜、重回"阿常"。球赛现场、全网上下瞬间激动欢乐之情鼎沸。 为答谢全网支持与喜爱,常州昨夜火速向全民送出6重大礼,其中包括新增一轮"常州赢球"抽奖,欢庆 氛围堪比过年。 在"笔画保卫战"一轮轮"越战越败"又"越败越战"的拉锯里,常州凭借独特的魅力,成为苏超十三城中无 可争议的人气王。 "笔画保卫战"究竟是谁起的头?常州市文化广电和旅游局科教信息处处长马君笑着回答记者:"我们没 有刻意去带头来(发起这个梗),只是适当地引导一下。" 借赛事东风,常州在流量的推升与转化上反应迅速、创意不断。从发布《无所谓》《守卫笔画》等10万 +爆款作品,到把中华恐龙园的恐龙搬上球场;从率先推出全域A级景点免票政策、推出"9.9元门票+萝 卜干炒饭"套餐,到打造"第二现场"…… 不仅如此,常州还以苏超为窗口,同步推介城市与产业。比如,苏超第七轮常州主场比赛以"平凡点亮 理想"为主题,配套推出"看球游城赢大奖"活动,着重推介理想汽车、小牛电动车等常州制造"土 ...
英伟达(NVDA.US)近60%运营利润率领跑“七巨头” 特斯拉仅8.76%垫底
贝塔投资智库· 2025-08-08 03:59
Group 1 - Nvidia (NVDA.US) has the highest operating efficiency among the "Big Seven" in the US stock market, with an operating profit margin of 59.86% over the past four quarters [2] - Tesla (TSLA) ranks last with a profit margin of 8.76%, attributed to protests related to CEO Elon Musk's brief political involvement and strong competition from Chinese EV manufacturer BYD [2][5] - Meta (META.US) ranks second with a 44.42% rolling 12-month operating profit margin, while Microsoft (MSFT) ranks third among tech giants [2] Group 2 - BestBrokers analyzed financial data from 1,189 companies with a market capitalization over $10 billion across 39 major industries [5] - The research highlights that Nvidia's high profit margin reflects its leadership in the AI and gaming GPU markets, emphasizing the importance of sustainable growth through cost control and strategic positioning in high-margin markets [5] - The average operating profit margins for various industries include port operations (38.5%), financial investments (32.4%), tobacco (31.2%), and railway operations (30.1%) [7] Group 3 - In the automotive sector, luxury brand Ferrari leads with an operating profit margin of 28.7%, nearly double that of Toyota's 15.4%, both significantly above the industry average of 4.8% [7] - Ferrari's limited production strategy of 13,752 vehicles in 2024 contrasts sharply with Toyota's approach of achieving strong profit margins through production efficiency and supply chain management [7] - Electric startup Rivian (RIVN.US) faces severe challenges, with an operating profit margin of -70.3% due to ongoing investments in R&D and manufacturing difficulties [7]
上市当年“业绩变脸”,现要跨界收购,增值率高达325%!
IPO日报· 2025-08-08 02:30
Core Viewpoint - Guangdong Lvtong New Energy Electric Vehicle Technology Co., Ltd. (301322.SZ) plans to invest 530 million yuan to acquire 51% of Jiangsu Damo Semiconductor, marking a significant strategic shift due to declining performance in the electric vehicle sector [1][4]. Group 1: Acquisition Details - The acquisition will be executed in two steps: first, a cash purchase of 4.5 billion yuan for 46.9167% of Damo Semiconductor, followed by an additional 800 million yuan investment for 7.6923% [4]. - The funding for this acquisition comes entirely from the company's IPO surplus, which amounted to 1.696 billion yuan, with 1.690 billion yuan still available as of June 2025 [5]. Group 2: Financial Performance - Lvtong's revenue dropped from 1.471 billion yuan in 2022 to 1.081 billion yuan in 2023, a decline of 26.51%, with net profit falling by 15.71% [9]. - In 2024, revenue further decreased to 831 million yuan, a 23.13% decline, and net profit plummeted by 45.98% to 142 million yuan [9]. - The downward trend continued into Q1 2025, with net profit of 28.27 million yuan, down 26.16% year-on-year [10]. Group 3: Market Context - The company's sales in the U.S. market significantly declined from 53.22% in 2023 to 14.63% in Q1 2025, attributed to intensified competition and trade investigations [12]. - The global market growth for electric vehicles has slowed to 5%-8%, with increasing domestic competition [12]. Group 4: Damo Semiconductor Overview - Damo Semiconductor, established in 2017, specializes in semiconductor front-end detection and repair equipment, with a focus on integrated circuit and wafer detection [14][15]. - The company reported revenues of 231 million yuan in 2023 and 270 million yuan in 2024, with a stable net profit margin around 25% [15]. Group 5: Strategic Intent - The acquisition aims to diversify Lvtong's business from electric vehicles to the semiconductor sector, creating new profit growth points and enhancing overall profitability [15][16]. - Damo Semiconductor's estimated gross margin of 35%-45% is expected to improve Lvtong's profitability structure, which was 26.41% in 2024 [16].