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中国环境资源(01130)发布年度业绩 股东应占亏损4030.5万港元 同比减少40.43%
Zhi Tong Cai Jing· 2025-09-30 13:08
收益减少乃主要由于汽车业务及物料回收业务减少所致。毛利减少乃主要由于汽车业务减少所致。年内 亏损主要由于行政及营运开支、投资物业公允值亏损、生物资产公允值变动减出售成本产生的亏损、应 收账款减值亏损拨备及融资成本所致。 智通财经APP讯,中国环境资源(01130)发布截至2025年6月30日止年度业绩,实现收益6074.9万港元,同 比减少26.65%;股东应占亏损4030.5万港元,同比减少40.43%,每股基本亏损8港仙。 ...
新股前瞻 | 格林美(002340.SZ):打造新能源“金属粮仓”,赴港上市谋局全球供应链
智通财经网· 2025-09-25 12:31
Core Viewpoint - Greeenme's unique position in China's new energy industry is highlighted, focusing on its mission to eliminate pollution and recycle resources, evolving from electronic waste processing to a global leader in new energy materials and key metal resource recovery [1][2]. Group 1: Business Model and Market Position - Greenme's business model integrates "urban mining" and "new energy materials," aligning with the themes of carbon neutrality and resource security [2]. - The company is a leader in the recovery of nickel, cobalt, and tungsten resources in China, with its lithium-ion battery and scrapped vehicle recovery business being particularly significant [2]. - Greenme holds a top position in the domestic third-party retired lithium-ion battery recovery sector, accounting for over 10% of China's total recovery volume [2]. - The company focuses on producing key materials for ternary lithium batteries, ranking among the global leaders in both ternary precursors and cobalt oxide production [2]. Group 2: Financial Performance and Challenges - Greenme's total revenue is projected to grow from CNY 29.392 billion in 2022 to CNY 33.199 billion in 2024, reflecting a compound annual growth rate (CAGR) of approximately 6.3% [4]. - The revenue structure is shifting, with the share of revenue from new energy materials decreasing from 74.2% in 2022 to 60.0% in 2024, while the share from key metal resources, particularly nickel, is increasing from 16.9% to 30.4% [4]. - Despite steady revenue growth, the company's net profit shows significant volatility, primarily due to its reliance on the prices of commodities like nickel and cobalt, which are subject to global supply and demand fluctuations [5]. - The company recorded a non-financial asset impairment loss of CNY 830 million in 2023, largely due to inventory write-downs, indicating high sensitivity of profitability to external market factors [5]. Group 3: Capital Strategy and Global Expansion - Greenme's ongoing global expansion, particularly in nickel resource and ternary material base construction in Indonesia, has led to substantial capital expenditures, resulting in negative cash flow from investment activities [3][6]. - The upcoming H-share issuance aims to alleviate capital pressure, improve the company's balance sheet, and attract international long-term capital focused on green economy and ESG investments [3]. - The anticipated "retirement wave" of power batteries is expected to peak between 2027 and 2030, providing a significant growth market for Greenme, with a projected CAGR of 52.1% for retired electric vehicle batteries from 2024 to 2030 [7]. - The demand for high-nickel ternary precursors is expected to rise, with penetration rates increasing from 35.2% in 2024 to 70.0% by 2030, positioning Greenme to capitalize on this high-value growth trend [7]. Group 4: Strategic Outlook - Greenme's unique resource recycling model and technological barriers in new materials, particularly in the context of the "power battery retirement wave" and "resource security," provide long-term strategic investment value [8]. - However, the company's high-growth, high-investment strategy is accompanied by a high debt structure and potential liquidity risks, posing significant financial challenges in the short to medium term [8]. - The A+H listing represents a strategic move to balance global expansion with financial risks, necessitating careful evaluation of the company's long-term value against short-term risks [8].
美腾科技:目前,锂电池回收技术尚处于投入阶段,暂未形成收入
Mei Ri Jing Ji Xin Wen· 2025-09-18 04:34
Core Viewpoint - The company is focusing on lithium battery recycling and aims to leverage its technological capabilities to enhance its position in the recycling industry, while exploring strategic partnerships and potential growth avenues in this sector [1]. Group 1: Business Strategy - The company is committed to becoming a world-class technology firm in the fields of coal selection, mineral selection, and resource recycling [1]. - The current focus of the lithium battery recycling business is on the pre-treatment stage of used lithium batteries, aiming to empower both incremental recovery enterprises and wet recovery companies [1]. - The company is actively seeking high-quality targets that complement its technological, product, or market advantages for potential investments or acquisitions [1]. Group 2: Market Position and Future Potential - The lithium battery recycling technology is still in the investment phase and has not yet generated revenue [1]. - The company is exploring growth opportunities through technological innovation and resource integration, although future contributions to performance will be influenced by market conditions, policy directions, and business maturity [1]. - The company emphasizes its commitment to strict information disclosure obligations and will keep investors informed of significant developments [1].
资源回收行业标准化技术委员会等5个组织成立
Shang Wu Bu Wang Zhan· 2025-09-17 09:22
近日,商务部发布公告称,决定组织成立资源回收行业标准化技术委员会等5个组织。 fileUrl=YW5UzzlvCwcM%2FNHHX%2FtT6Je9HdrUN7Va%2F0vKwvRsu9dsgaSIcbOpVNrFHD6A1a23JH1G9D0sFZIc1ts2uP%2BBEcItSwOYHq0o1CfbVoyP%2B0% 中华人民共和国商务部公告(2025年第49号).pdf ment/download? ...
商务部决定成立五家行业标准化技术委员会
Zheng Quan Shi Bao Wang· 2025-09-17 07:41
Group 1 - The Ministry of Commerce has announced the establishment of several standardization technical committees for various industries [1] - The newly formed committees include those for the automotive circulation industry, resource recovery industry, service outsourcing industry, pharmaceutical circulation industry, and petroleum circulation industry [1]
青民数科等9家中企更新招股书 推进各自美股上市进程
Sou Hu Cai Jing· 2025-09-17 06:29
当地时间9月12日,爱博绿、青民数科、沃德通、康贝特、紫云东方、贝塔金融、亿富、JM Group、Monkey Tree更新招股书,推进各自美股上市进程。 其中,沃德通公布了其拟发行规模及最新财务信息,爱博绿、青民数科、紫云东方亦相继更新了各自财务数据。 1、爱博绿(CZTI) 在最新招股书中,该公司更新了财务信息,发行规模未有调整,仍计划以每股每股11至13美元,发行334万股,拟募资范围在3669万至4336万美元之间。 爱博绿主要提供废旧金属资源回收、废旧家电回收、消费电子回收,以及废旧家电、废旧消费电子拆解处置等。2025上半年,爱博绿营收4.93亿美元,同比 增长96.26%,净利润47万美元。 2、青民数科(QMSK) 该公司计划以每股4至6美元,发行150万股,拟募资范围在600万至900万美元之间。 青民数科主要包括保险风险评估服务、增值服务,如车辆安全检查、以及车辆维修等服务。2025财年(截至3月31日),该公司营收5286万美元,净利润225万 美元。 3、沃德通(WODO) 最新招股书中,该公司披露其拟发行规模,计划以每股4至6美元,发行150万股,拟募资范围在600万至900万美元之 ...
中国环境资源发盈警 预期年度综合亏损同比减少不少于35%
Zhi Tong Cai Jing· 2025-09-16 10:12
董事会认为有关亏损减少乃由于截至2025年6月30日止年度的下列事项的综合影响所致:(i)由于回收废 金属需求下降,加上汽车及汽车配件的销售减少,导致收益减少至约6070万港元,并导致毛利减少至约 1330万港元;(ii)其他收入、收益及亏损减少至约160万港元;(iii)行政及营运开支减少至约3570万港元;(iv) 投资物业的公允值亏损减少至约1570万港元;(v)生物资产公允值变动减出售成本产生的亏损减少至约540 万港元;(vi)按公允值计入损益的投资的公允值变动的收益净额增加至约570万港元;(vii)应收款项减值亏 损拨备增加至约300万港元;(viii)融资成本减少至约600万港元;及(ix)所得税抵免减少至约230万港元。 中国环境资源(01130)公布,预期该集团截至2025年6月30日止年度的综合亏损与2024年同期亏损约7210 万港元相比将减少不少于35%。 ...
中国环境资源(01130.HK)预期年度综合亏损同比收窄不少于35%
Ge Long Hui· 2025-09-16 10:11
Core Viewpoint - China Environment Resources (01130.HK) expects a significant reduction in consolidated losses for the year ending June 30, 2025, by at least 35% compared to a loss of approximately HKD 72.1 million for the same period in 2024 [1] Financial Performance Summary - The anticipated loss reduction is attributed to several factors, including: - Revenue decline to approximately HKD 60.7 million due to decreased demand for recycled metals and reduced sales of automobiles and auto parts, leading to a gross profit decrease to about HKD 13.3 million [1] - Other income, revenue, and losses reduced to around HKD 1.6 million [1] - Administrative and operational expenses decreased to approximately HKD 35.7 million [1] - Fair value losses on investment properties reduced to about HKD 15.7 million [1] - Losses from biological asset fair value changes decreased to around HKD 5.4 million [1] - Net gains from fair value changes on investments accounted for at fair value increased to approximately HKD 5.7 million [1] - Provision for impairment losses on receivables increased to about HKD 3 million [1] - Financing costs decreased to approximately HKD 6 million [1] - Tax credits reduced to about HKD 2.3 million [1]
中国环境资源(01130)发盈警 预期年度综合亏损同比减少不少于35%
智通财经网· 2025-09-16 10:09
智通财经APP讯,中国环境资源(01130)公布,预期该集团截至2025年6月30日止年度的综合亏损与2024 年同期亏损约7210万港元相比将减少不少于35%。 董事会认为有关亏损减少乃由于截至2025年6月30日止年度的下列事项的综合影响所致:(i)由于回收废 金属需求下降,加上汽车及汽车配件的销售减少,导致收益减少至约6070万港元,并导致毛利减少至约 1330万港元;(ii)其他收入、收益及亏损减少至约160万港元;(iii)行政及营运开支减少至约3570万港元;(iv) 投资物业的公允值亏损减少至约1570万港元;(v)生物资产公允值变动减出售成本产生的亏损减少至约540 万港元;(vi)按公允值计入损益的投资的公允值变动的收益净额增加至约570万港元;(vii)应收款项减值亏 损拨备增加至约300万港元;(viii)融资成本减少至约600万港元;及(ix)所得税抵免减少至约230万港元。 ...
*ST京蓝2025年中报简析:增收不增利,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-27 22:29
Core Viewpoint - *ST Jinglan (000711) reported a significant increase in revenue but continued to face net losses, indicating potential operational challenges despite revenue growth [1][3]. Financial Performance Summary - Total revenue for the first half of 2025 reached 224 million yuan, a year-on-year increase of 1454.51% compared to 14.44 million yuan in 2024 [1]. - The net profit attributable to shareholders was -65.6 million yuan, a decrease of 24.42% from -52.73 million yuan in the previous year [1]. - The gross profit margin dropped to 0.19%, a decline of 99.06% from 19.79% in the previous year [1]. - The net profit margin improved to -33.08%, an increase of 92.28% from -428.39% in the previous year [1]. - Total receivables accounted for 64.28% of total revenue, indicating a high level of outstanding payments [1]. Cash Flow and Investment Summary - The net cash flow from operating activities increased by 82.25%, attributed to significant sales collections from the resource recovery and comprehensive utilization business [4]. - The net cash flow from investing activities rose by 95.24%, due to large investment payments in the previous year [4]. - The net cash flow from financing activities surged by 381.63%, reflecting new borrowings of 54.85 million yuan [4]. Cost and Expense Analysis - Sales expenses decreased by 41.2%, linked to a decline in sales activities and workforce reduction at a subsidiary [3]. - Management expenses increased by 77.29%, driven by higher stock incentive costs and employee compensation [3]. - Research and development expenses fell by 44.23%, due to reduced projects at a subsidiary [3]. Historical Performance Insights - The company has a historical median Return on Invested Capital (ROIC) of -4.06% over the past decade, with a particularly poor ROIC of -40.95% in 2022 [4]. - The company has reported losses in 8 out of 27 annual reports since its listing, indicating a challenging financial history [4].