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东兴证券晨报-20250506
Dongxing Securities· 2025-05-06 12:06
东 兴 晨 报 1-4 月,top100 房企实现销售金额(操盘)10,181.6 亿元,同比增速为-6.8%, 前值为-5.9%。其中,4 月单月实现销售金额(操盘)2,846.6 亿元,同比增 速为-9.1%,前值为-11.3%。 1-4 月,top10/top11~top20/top21~top30/top31~top50/top51~top100 房企 的销售金额(操盘)同比增速分别为-11.1%/-7.5%/3.5%/7.3%/-6.2%。其中, 4 月单月同比增速分别为-16.9%/-24.8%/52.9%/16.2%/-5.0%。 1-4 月,top10/top11~top20/top21~top30/top31~top50/top51~top100 房企 的销售金额(操盘)分组累计占比分别为 49.4%/16.7%/8.7%/11.7%/13.4%。 去年同期,分组累计占比分别为 51.8%/16.9%/7.9%/10.2%/13.3%。 东兴晨报 P1 2025 年 5 月 6 日星期二 分析师推荐 【东兴房地产】房地产百强房企 1-4 月销售数据点评:4 月销售额同比继续 下滑,市场仍面临 ...
一大批企业递表,要去香港二次IPO
Sou Hu Cai Jing· 2025-05-06 01:09
文:韦亚军 没人相信自己会输。 一大批企业排队去香港二次IPO。 目光聚集之处,资本必随之而来。这次轮到了气运之子——香港。 之前不少创投圈人士,把香港今年的反常火爆原因归结为——Deepseek等几家公司的颠覆性技术创新,说是他们几家让全球资本重新审视中国资产,笔者 觉得有一定道理,但是不够全面。 今天,咱们就来好好唠唠这事儿,看看香港二次IPO到底有啥魔力,以及那些已经在香港二次IPO的公司,都经历了些什么。 香港,VC的终点站 香港,从来都不是简单的一座城而已,它的本质是东亚地区最大的避风港,尤其对资本而言。当中美金融战、制造业之战、关税战如火如荼时,香港自然 而然成了全球大多数资本的必然选择之一。 新加坡很会来事儿和站队,可惜整体国力太小;东京倒是国力排的上号,可惜是非正常国家且资源过于贫乏;纽约、伦敦、苏黎世等属于传统的西方环 境,一些美元资本想要分散风险,就一定要前往东方寻找答案。你也来,我也来,香港资本市场的火爆,就成了必然。 资本永不眠,向来用脚投票,创业公司也是如此,尤其那些背后有VC/PE或者其他大型国际资本股东的企业。香港实际上并不量产VC,但是VC都把香港 当成终点站——被投企业IPO ...
广和通递表港交所 为全球第二大无线通信模组提供商
Zhi Tong Cai Jing· 2025-04-27 08:56
Core Viewpoint - Guanghe Tong is a leading global provider of wireless communication modules, with a strong market presence and a focus on customized solutions for various applications [4][5]. Group 1: Company Overview - Guanghe Tong's module products include data transmission modules, smart modules, and AI modules, which are tailored to specific customer needs [4]. - The company has a significant market share in various sectors, ranking first in automotive electronics (24.6%), smart home (36.6%), and consumer electronics (75.9%) as of 2024 [4][5]. Group 2: Market Position - According to Frost & Sullivan, Guanghe Tong holds a 15.4% share of the global wireless communication module market, making it the second-largest player worldwide [4]. - The company leads in multiple downstream application scenarios, particularly in automotive electronics and smart home sectors [4]. Group 3: Strategic Initiatives - The company plans to deepen its focus on the wireless communication module sector, enhance investments in edge AI and robotics solutions, and strengthen its global operational capabilities [5]. - Guanghe Tong aims to expand its business layout through investments and acquisitions [5]. Group 4: Financial Performance - For the fiscal years 2022, 2023, and 2024, Guanghe Tong reported revenues of approximately RMB 5.203 billion, RMB 5.652 billion, and RMB 6.971 billion, respectively [5]. - The net profit for the same years was approximately RMB 365 million, RMB 565 million, and RMB 678 million, indicating a positive growth trajectory [5][7].