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5.21犀牛财经晚报:金饰价格再次破千元 阿里大文娱更名“虎鲸文娱”
Xi Niu Cai Jing· 2025-05-21 10:27
华泰苏州恒泰租赁住房REIT今日在上交所上市 5月21日,华泰苏州恒泰租赁住房REIT(508085)在上交所举行上市仪式。华泰苏州恒泰租赁住房REIT 基金份额5亿份,发售价格2.73元/份,募集资金总额13.67亿元。华泰苏州恒泰租赁住房REIT原始权益人 为苏州工业园区公租房管理有限公司,基金管理人和专项计划管理人为华泰证券(上海)资产管理有限 公司。(上交所发布) 机构:2025年第一季新能源车销量突破400万辆 年增39% 根据TrendForce集邦咨询最新统计,2025年第一季全球纯电动车(BEV)、插电混合式电动车 (PHEV)和氢燃料电池车等新能源车合计销量达402万辆,年增39%,新能源车占第一季全球汽车销售 比例为18.4%。(智通财经) 一箭六星!力箭一号遥七运载火箭发射成功 北京时间2025年5月21日12时5分,力箭一号遥七运载火箭在东风商业航天创新试验区发射升空,将搭载 的泰景三号4星、泰景四号02A星、星睿十一号卫星、星迹源一号卫星、立方108 1星、西光壹号2星共6 颗卫星顺利送入预定轨道,飞行试验任务获得圆满成功。此次任务是力箭一号运载火箭的第7次飞行。 (央视新闻) 人形 ...
微博-SW(09898)一季度股东应占净利润为1.07亿美元 同比增长116.36%
智通财经网· 2025-05-21 09:16
智通财经APP讯,微博-SW(09898)公布2025年第一季度财务业绩,净收入3.969亿美元,同比持平,或 依据固定汇率计算同比增加1%。经营利润1.1亿美元,经营利润率为28%。 归属于微博股东的净利润为 1.07亿美元,同比增长116.36%。每股摊薄净收益0.41美元。2025年3月的月活跃用户数为5.91亿,日均 活跃用户数为2.61亿。 其中,广告及营销收入为3.391亿美元,较去年同期的3.39亿美元相对持平。广告及营销收入(不包括来 自阿里巴巴的广告收入)为2.965亿美元,较去年同期下降6%。该减少主要由于网络游戏及手机行业的收 入贡献同比减少,这分别由于高基数效应及手机新机发布节奏差异所致。来自阿里巴巴的广告及营销收 入为4260万美元,较2260万美元增加89%,主要得益于其春晚相关的宣传需求增加,以及用于推广其人 工智能相关产品的广告支出增加。 2025年第一季度的增值服务收入为5770万美元,较去年同期增加2%,主要得益于会员服务收入增长。 "我们对平台在人工智能应用方面的进展感到满意,"微博首席执行官王高飞表示。"在用户方面,我们 以用户价值为核心,在产品方面聚焦在社交产品的整合 ...
【微博第一季度净营收3.969亿美元,预估3.938亿美元】微博第一季度调整后每股收益0.45美元,预估0.38美元。微博美股盘前涨超3%。
news flash· 2025-05-21 09:09
【微博第一季度净营收3.969亿美元,预估3.938亿美元】微博第一季度调整后每股收益0.45美元,预估 0.38美元。微博美股盘前涨超3%。 ...
微博Q1营收28.83亿 调整后运营利润9.43亿
Xin Lang Ke Ji· 2025-05-21 09:07
专题:聚焦美股2025年第一季度财报 5月21日,微博发布2025年第一季度财报。一季度微博总营收3.969亿美元,约合28.83亿元人民币,一季 度调整后运营利润1.295亿美元,约合9.43亿元人民币,超华尔街预期。 用户方面,截至一季度末,微博的月活跃用户达到5.91亿,日活跃用户达到2.61亿。 以用户价值为核心 大模型提升推荐消费体验 2025年,微博整体策略仍以用户价值为核心,保持微博在热点和文娱内容生态的领先优势,稳定社交产 品竞争力,并在此基础上结合大模型能力重点投入加强推荐、搜索体系的建设,提升微博在垂直和视频 内容生态的投入,实现用户规模和活跃的增长。 春晚阅读量超600亿 智搜跻身AI搜索引擎赛道TOP10 在强化内容生态方面,25年用户产品运营聚焦于巩固热点和文娱生态的领先地位,同时持续投入垂直和 视频内容生态建设,以提升平台竞争用户和用户时长的能力。 一季度正逢春节,文娱内容丰富,微博将热点、文娱和垂直领域的合作整合在一起,吸引更多的用户参 与内容消费和互动。除夕当晚,近200位明星、大V在微博发红包聊春晚,吸引用户参与人次达3000 万,加上春晚节目受大众喜爱,今年春晚相关阅读量超 ...
吉宏股份港股招股中:年营收55亿净利下滑,基石投资者认购1.55亿港元
Sou Hu Cai Jing· 2025-05-21 08:38
Core Viewpoint - Xiamen Jihong Technology Co., Ltd. has officially launched its IPO plan on the Hong Kong Stock Exchange, aiming for listing on May 27, 2025, to further expand its capital market presence [1] Group 1: IPO Details - The IPO price range is set between HKD 7.48 and HKD 10.68, with a global offering of 67.91 million H-shares, potentially raising approximately HKD 725 million at the highest price [1] - Key cornerstone investors, including Timber Kangaroo, Yulong International, and Ms. Shen Zhenyu, have committed to subscribe for a total of HKD 155 million worth of shares [1] Group 2: Financial Performance - Revenue for the years 2022, 2023, and 2024 reached RMB 5.376 billion, RMB 6.695 billion, and RMB 5.529 billion respectively, with a notable decline in 2024 revenue compared to 2023 [2][3] - Despite a 20.93% year-on-year decline in the cross-border social e-commerce business revenue in 2024, it still accounted for a significant portion of the company's total revenue, amounting to RMB 3.366 billion [2] - The company's gross profit and gross margin for 2024 were RMB 2.419 billion and 43.8% respectively, indicating a strong profitability despite revenue fluctuations [2][3] Group 3: Ownership Structure - The company has a family-oriented ownership structure, with founder and general manager Ms. Zhuang Hao holding 18.09% of the shares, alongside her husband Zhang Ping, who co-controls the company [4] - Other significant shareholders include Zhuang Shu and He Jingying, who also hold substantial stakes in the company [4] Group 4: Future Outlook - The upcoming listing on the Hong Kong Stock Exchange is expected to provide Jihong Technology with broader financing channels and a more diversified investor base, supporting its ongoing business development and innovation [7] - The company aims to become a leading global provider of fast-moving consumer goods packaging and cross-border e-commerce services, maintaining a commitment to innovation, pragmatism, and efficiency [7]
吉宏股份(02603)招股进行时:掘金社交电商蓝海,AI打开估值上行空间
智通财经网· 2025-05-21 08:02
今年以来,在流动性改善、上市制度改革等多重利好推动下,投资者信心得到修复,港股IPO市场亦持 续升温。截止5月18日,港股已上市22只新股,不仅募资额较往年同期有明显增长,打新收益也同步水 涨船高。 市场情绪趋于乐观之际,一家跨境社交电商龙头吉宏股份(02603)于5月19日-5月22日开启招股。公司拟 全球发售6791万股,发售价为每股发售股份7.48-10.68港元,预期将于2025年5月27日登陆港股,并将成 为首家完成A+H两地上市的跨境社交电商企业。 据了解,吉宏股份此次IPO引入了Timber Kangaroo Capital Limited、昱龙国际资本等多个基石投资者。 其中,Timber Kangaroo实控人郑世杰是新加坡人,旗下基金专攻东南亚互联网基建,昱龙国际资本为 一家专注于海内外资本市场的投资公司,由苏施锦女士全资拥有,沈臻宇则是东北老牌药企誉衡药业 (002437.SZ)的董事长,此次IPO入局也表明了专业投资机构对公司前景充满信心。 公开资料显示,吉宏股份已在跨境社交电商和纸制快消品包装两大核心业务板块确立领先的行业龙头地 位。公司2024年亚洲社交电商业务收入规模位居中国B2 ...
“双赛道龙头”吉宏股份(2603.HK)招股进行时,都有哪些投资亮点?
Ge Long Hui· 2025-05-21 01:29
Core Viewpoint - Jihong Co., Ltd. is set to launch its IPO, offering 67.91 million shares at a price range of HKD 7.48 to 10.68, with H-shares expected to be listed on May 27, 2023. The company is positioned as the first "AI-driven cross-border social e-commerce A+H stock" and is a leader in both the B2C export e-commerce and paper fast-moving consumer goods packaging industries, showcasing significant multi-dimensional value potential [1]. Industry Overview - Jihong Co., Ltd. operates in the B2C export social media e-commerce sector and the paper fast-moving consumer goods packaging industry, both characterized by large market space and high growth potential. The Chinese B2C export e-commerce market is projected to reach USD 927.6 billion by 2029, accounting for 11.4% of the global market, with a compound annual growth rate (CAGR) of 15.2% from 2024 to 2029 [2]. - The Asian segment of the B2C export e-commerce market is expected to grow to USD 458.4 billion by 2029, with a CAGR of 15.8%, outpacing the overall market growth. Social media is identified as the fastest-growing traffic source in this sector, with the Asian market projected to reach USD 69.5 billion by 2029, growing at a CAGR of 19.0% [2]. Company Strategy and Performance - Jihong Co., Ltd. employs an AI-driven approach to enhance operational efficiency in cross-border e-commerce, effectively reshaping the competitive landscape and reducing costs. This strategy allows for improved product selection, marketing, and user experience, transitioning the competition from resource consumption to algorithm evolution [5]. - The company focuses on the Asian market, particularly along the Belt and Road Initiative, which provides stability against fluctuations in Western markets. Over 80% of its cross-border e-commerce revenue comes from Asia, with minimal exposure to the U.S. market [5]. - Jihong Co., Ltd. has a robust long-term strategy that includes AI-driven e-commerce, proprietary brand development, and international expansion of its packaging business. The company has developed the Giikin system to optimize its operations across the supply chain, achieving a low inventory turnover ratio and high return on investment (ROI) compared to industry averages [8][9]. - The company has established several proprietary brands and is leveraging its marketing data to enhance brand influence and sales efficiency. Its packaging business has also expanded into new markets, collaborating with local firms to strengthen its operational capabilities [9][10]. Financial Performance - In 2024, Jihong Co., Ltd. is projected to generate revenue of CNY 3.366 billion from cross-border social e-commerce, accounting for 60.9% of total revenue, while its paper packaging business is expected to contribute CNY 2.099 billion, or 38% [11]. - The company is anticipated to maintain a gross margin of 60.5% for its cross-border e-commerce segment, supporting an overall gross margin of 43.8%. In Q1 2025, Jihong Co., Ltd. reported a revenue of CNY 1.477 billion, a year-on-year increase of 11.55%, with net profit rising by 38.21% [11]. Conclusion - Jihong Co., Ltd.'s upcoming IPO is expected to enhance its market visibility and provide a platform for international expansion, potentially transforming it from a regional leader to a global player. The company's strategic focus on technology and market positioning is likely to drive its value and attract investor interest [12][13].
马斯克表决心:至少再干五年特斯拉CEO除非“去世”,不会再大把砸钱掺和选举
Hua Er Jie Jian Wen· 2025-05-20 17:17
Group 1 - Elon Musk plans to continue leading Tesla for at least the next five years, emphasizing that his control is not financially motivated but rather about the company's future [2] - Following Musk's statements, Tesla's stock price rose, reaching $354.57, a 3.6% increase, reflecting investor confidence in his leadership [2] - Musk acknowledged challenges in Tesla's sales, particularly in Europe, but claimed the company has turned the situation around and expects no significant sales shortages [3][4] Group 2 - Musk announced a significant reduction in his political spending, stating he believes he has done enough and currently sees no reason to continue such expenditures [5] - This shift in political engagement may impact the Republican Party, which had relied on Musk's financial support for future elections [5] - Musk defended Tesla against criticisms regarding its brand image, arguing that while the company may have lost some left-leaning consumers, it has gained support from right-leaning consumers [6][7] Group 3 - Musk hinted at the potential for Starlink, his satellite internet service, to go public, which could attract investor interest amid Tesla's competitive pressures [7]
抖音如何利用短视频矩阵快速涨粉?
Sou Hu Cai Jing· 2025-05-20 14:02
一、打造优质原创内容 做抖音想快速涨粉?以下六点帮你解决难题!建议收藏转发~ 抖音的算法偏爱原创且富有创意的视频。无论是幽默搞笑、知识科普还是生活记录,内容都需精准触达用户的兴趣点。要深入洞察目标受众的需求,挖掘他 们的好奇心、情感共鸣点以及对新鲜事物的渴望。例如,结合当下热点,用独特的视角和新颖的形式呈现内容,能瞬间抓住用户的注意力,延长观看时间, 从而获得更多流量推荐。 二、深度互动:构建社交生态 互粉互推是抖音涨粉的有效策略之一。通过与其他账号进行互相关注和推广,可以迅速扩大粉丝群体。在互粉过程中,选择与自己账号定位相关、粉丝群体 重合度高的账号进行合作,以实现精准的粉丝引流。此外,还可以利用抖音的社交群组、合作平台等渠道,寻找互粉互推的机会,与其他创作者建立良好的 合作关系,共同提升账号的影响力。 五、多平台引流:整合资源扩大影响力 抖音的社交属性是涨粉的关键。积极与用户互动,回复评论、点赞、参与热门话题讨论,能增强用户的粘性和参与感。这种互动不仅限于评论区,还可以通 过发起互动话题、举办线上活动等方式,鼓励用户分享和创作相关内容,形成良好的社交氛围和社区效应,吸引更多潜在粉丝的关注。 三、话题活动: ...
【财经分析】市场规模超7000亿元 “一日聚”走红折射“银发社交”刚需
Xin Hua Cai Jing· 2025-05-20 11:12
Core Insights - The "silver economy" is gaining momentum, with a significant rise in demand for silver social interactions as a crucial component of this trend [1][3] - The aging population in China is leading to an increase in "empty nesters," with 14.2% of elderly individuals living alone and 45.5% living with a spouse, totaling 59.7% [1] - The need for social connections among elderly individuals is becoming increasingly recognized as a vital requirement [1][3] Group 1: Market Trends - The "one-day gathering" concept is becoming popular among the elderly, with an average cost of around 100 yuan, providing meals and entertainment [2][5] - Various social products targeting middle-aged and elderly individuals are emerging, focusing on low decision-making costs and high emotional value [2][3] - The silver social entertainment market in China has surpassed 700 billion yuan, driven by the increasing consumption willingness and capability of the 60s and 70s age groups [3] Group 2: Business Challenges - Despite the market's potential, profitability remains a challenge due to the conservative spending habits of the elderly, with essential living expenses dominating their consumption [4][5] - The income sources for individuals aged 60 and above are primarily pensions (34.67%), family support (32.66%), and labor income (21.97%), indicating a limited financial capacity for discretionary spending [4] - The industry faces hurdles in establishing trust and consumption habits among elderly consumers, who may be wary of new social products [5][6] Group 3: Future Opportunities - There is a growing trend towards personalized services, with over 80% of elderly consumers expressing a desire for customized travel experiences [5] - The integration of social, entertainment, and educational services is expanding, with new business models emerging to meet the diverse needs of the elderly [3][7] - The government is actively promoting the development of the silver economy, focusing on areas such as elder care technology and financial services [7][8] Group 4: Social Dynamics - The social needs of the elderly are multifaceted, encompassing emotional connections, interest-driven activities, and functional enhancements [7] - The shift from passive participation to active creation among the elderly is driving demand for more engaging social experiences [7] - The rise of online platforms catering to elderly social interactions reflects the changing landscape of how this demographic engages socially [8][9]