5月9日，四川海特高新技术股份有限公司（以下简称"海特高新"）召开2024年度网上业绩说明会。海特 高新相关负责人表示："2024年，公司抓住产业发展契机和民航业的全面复苏的机会，不断提升经营效 率和效益，航空工程技术与服务业务同比增长31.01%，同时坚定执行'走出去'的海外战略，广泛开展国 际合作和开发国际市场，进一步提高海外市场渗透率，形成新的业务增长点，全年境外收入同比增长 84.92%。" 海特高新是以高端核心装备研制与保障、航空工程技术与服务和高性能集成电路设计与制造为主营业务 的高科技企业，是我国第一家民营航空产品研制与技术服务公司，也是国内目前唯一同时拥有运输飞 机、公务机、航空部附件维修、飞行员培训CAAC（中国民用航空局）、EASA（欧洲航空安全局）、 FAA（美国联邦航空管理局）等许可的民营航空工程技术服务企业。 本报记者蒙婷婷 上述负责人向《证券日报》记者表示："2025年，公司将持续深化发展战略和商业模式，聚焦航空产 品、航空工程技术与服务、低空经济等新质生产力，持续提升经营效率和效益，同时随着天津飞机工程 三期机库和公务机北京大兴基地投入使用，将带动公司业务持续增长，在进一步拓展国 ...

Core Viewpoint - The company has reported that its unremedied losses have exceeded one-third of its paid-in capital, necessitating a shareholder meeting for further discussion and action [1]. Summary by Sections Situation Overview - As of December 31, 2024, the company's consolidated financial statements show an undistributed profit of -691,075,989.19 yuan, while the paid-in capital is 490,298,992.00 yuan, indicating that the unremedied losses have surpassed one-third of the total paid-in capital [1]. Reasons for Loss - The primary reasons for the unremedied losses include: - Significant decline in profits - Impairment of goodwill from subsidiaries, particularly from Baile Lithium Battery - Investment losses recognized based on shareholding ratios [1]. Response Measures - The company is actively taking measures to improve its operational and financial conditions to offset previous losses, including: - Focusing on core resources and solidifying main business areas - Leveraging expertise in the petrochemical and new energy sectors to enhance research, design, manufacturing, and engineering contracting in new materials and energy industries - Strengthening management of subsidiaries to maximize business synergy and enhance profitability across various business segments - Adjusting product and market structures to stimulate customer demand and increase market share - Optimizing personnel structure and organizational efficiency through performance assessments and incentive mechanisms - Enhancing budget control and detailed management to reduce costs and improve operational vitality [1][2].

一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.0200 | 0.0100 | -300 | 0.0100 | | 每股净资产（元） | 3.21 | 3.16 | 1.58 | 2.98 | | 每股公积金(元) | 0.7 | 0.72 | -2.78 | 0.71 | | 每股未分配利润(元) | 1.39 | 1.40 | -0.71 | 1.23 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 1.51 | 1.76 | -14.2 | 1.64 | | 净利润(亿元) | -0.08 | 0.03 | -366.67 | 0.05 | | 净资产收益率(%) | -0.53 | 0.22 | -340.91 | 0.36 | 三、分红送配方案情况 本次公司不分配不转赠。 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 16728.6万股，累计占流通股比： ...

基于上述严峻的市场形势，今年1月17日，广西广电控股股东广西北部湾投资集团有限公司筹划通过重 大资产置换，广西广电将取得交科集团不低于51%股权，同时置出广电科技100%股权，上市公司的主 营业务将发生根本性改变。 根据公告，交科集团主营业务为数智工程、数智信息、勘察设计、咨询检测、新材料研发生产销售。交 科集团官网信息显示，其服务领域包括"提供交通和各领域全过程技术服务、提供各领域信息化智慧化 数字化解决方案、新材料新产品研发与生产、新兴产业技术定制服务、高精尖科研技术攻关服务"等。 2月17日，交科集团基于DeepSeek-R1自主研发的交通领域垂直大模型—"科宝"正式发布。该模型深度整 合了高速公路建设、管理、养护、运营及服务全业务流程，实现了数据库信息的智能查询、专业规范的 精准检索以及养护决策的智能推理等核心功能，助力广西智能交通领域迈入AI深度赋能的新阶段。 年报显示，广西广电坚持科技导向，开展技术创新、产品创新和业态创新，构建适应广西有线数字电视 发展的技术架构和用户终端体系，推动广播电视与广电5G业务融合发展。积极建设新一代信息和网络 技术体系，打造覆盖政务、民生、产业和城市运营等各类场景的数 ...

Revenue and Profit - The company achieved a total revenue of 933 million yuan in Q1 2025, representing a year-on-year increase of 0.61% [2] - The net profit attributable to shareholders reached 8.27 million yuan, a significant year-on-year increase of 3666.57%, while the net profit excluding non-recurring items was 1.77 million yuan, up 133.55% year-on-year [2] Profitability - The gross margin stood at 26.52%, an increase of 12.91% year-on-year, indicating improved profitability in core operations [3] - The net profit margin was 0.68%, which, despite a year-on-year increase of 282.8%, remains at a low level [3] - Earnings per share were 0.02 yuan, reflecting a year-on-year decline of 60.0%, suggesting that profit expansion did not translate into higher earnings per share [3] Cost Control - Total selling, administrative, and financial expenses amounted to 178 million yuan, accounting for 19.04% of revenue, which is an increase of 3.13% year-on-year [4] Cash Flow and Asset Status - Operating cash flow per share was -1.46 yuan, a year-on-year decrease of 19.56%, indicating increased cash outflow from operating activities [5] - Accounts receivable totaled 1.596 billion yuan, representing 465.81% of the latest annual net profit, highlighting a need to monitor receivables collection to mitigate potential bad debt risks [5] Capital Structure - Interest-bearing debt rose to 330 million yuan, a substantial year-on-year increase of 2630.92%, indicating significant growth in debt financing [6] - Cash and cash equivalents were 1.524 billion yuan, down 7.34% year-on-year, necessitating attention to the company's liquidity management [6] Business Model and Future Development - The company's performance is primarily driven by research and development, necessitating further examination of the actual conversion of R&D results [7] - Since its listing, the company has raised a total of 631 million yuan and distributed dividends totaling 184 million yuan, resulting in a dividend financing ratio of 0.29, indicating stable operations in the capital market [7]

点击注册小程序 查看完整报告 事件： 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 板块看，24年公司工程技术服务/运维/装备实现营收271.2/129.2/62.1亿元，同比+1.7%/+21.9%/-18.4%，毛 利率分别为16.0%/21.5%/22.8%，同比+0.24/-0.31/-1.18pcts。公司工程服务业务稳步推进，境外工程技术 服务量增利升；工程与装备业务协同机制成效明显，自研十类核心主机装备自给率超过67%，境外及装备 外收入占比提升至36%及37%；公司以工程带动运维发展，运维业务持续高景气，24年矿山运维实现营收 79亿元，同比+21.9%，毛利率17.6%，同比+2.08pcts；水泥及其他运维服务实现营收50亿元，同比 +21.9%，毛利率27.6%，同比-4.08p ...

Amentum Holdings (AMTM) Q1 2025 Earnings Call February 05, 2025 08:30 AM ET Company Participants Nathan Rutledge - Senior VP & Head Investor RelationsJohn Heller - CEOTravis Johnson - CFOBrian Gesuale - Managing DirectorTobey Sommer - Managing DirectorSteve Arnette - COOKen Herbert - Managing DirectorTrevor Walsh - Director - Equity Research Operator Ladies and gentlemen, thank you for standing by. Good morning, and welcome to Amentum's First Quarter Fiscal Year twenty twenty five Earnings Conference Call. ...