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美国就业市场拉响警报:4月“小非农”断崖式暴跌!
Jin Shi Shu Ju· 2025-04-30 12:43
ADP周三报告称,由于企业准备应对美国总统特朗普对美国贸易伙伴征收关税可能带来的影响,4月招聘速度急剧放缓。 这份报告正值特朗普关税政策对企业招聘计划和更广泛经济状况影响的不确定性加剧之际。ADP首席经济学家Nela Richardson表示,"不安是当前的主旋 律。雇主正试图在政策和消费者不确定性与一系列多数积极的经济数据之间取得平衡。在这样的环境下很难做出招聘决定。" 本月,美国私营部门新增就业人数仅为6.2万人,是自2024年7月以来的最小增幅,大幅低于11.5万人的预期,较3月下修后14.7万的增幅有所放缓。 数据公布后,现货黄金短线拉升,并一度重回3290美元。 ADP数据是劳工部周五公布的非农就业报告的先行指标,这两份报告可能存在显著差异。经济学家预计定于周五公布的非农就业报告将显示就业增长13.5万 人,与不包括政府就业的ADP数据不同,预计失业率将维持在4.2%不变。 工资增长也出现放缓,报告显示,留在现有岗位的员工薪资同比上涨4.5%,较3月下降0.1个百分点。然而,跳槽者薪资上涨至6.9%,上升0.2个百分点。 从行业角度来看,休闲和酒店业增幅最大,新增2.7万个就业岗位。其他录得增长的行 ...
关税和国际贸易不确定性飙升 美国4月就业大幅放缓
news flash· 2025-04-30 12:30
关税和国际贸易不确定性飙升 美国4月就业大幅放缓 金十数据4月30日讯,ADP周三报告称,公司在4月份大幅放缓招聘,以应对特朗普总统对美国贸易伙伴 征收关税的潜在影响。私营部门当月就业人数仅增加6.2万人,为2024年7月以来的最小增幅,原因是关 税实施程度及招聘计划和经济状况所受影响的不确定性加剧。工资涨幅也出现了倒退,没换工作的群体 工资同比增长4.5%,较3月份减少0.1个百分点。然而,换工作的人增加到6.9%,上升了0.2个百分点。 从行业角度来看,休闲和酒店业增幅最大,增加2.7万个就业岗位。其他出现增长的行业还包括贸易、 运输和公用事业(2.1万)、金融活动(2万)和建筑(1.6万)。教育和卫生服务岗位减少2.3万个,信 息服务岗位减少8000个。 ...
天利科技(300399) - 300399天利科技投资者关系管理信息(20250430)
2025-04-30 10:50
证券代码:300399 证券简称:天利科技 江西天利科技股份有限公司 投资者关系活动记录表 编号:2025-001号 | | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | 投资者关系 | ☐新闻发布会 ☐路演活动 | | 活动类别 | ☐现场参观 | | | ☐其他(请文字说明其他活动内容) | | 参与单位名称及 | 线上参与天利科技(300399)2024年度及2025年第一季度业绩说明会 | | 人员姓名 | 的全体投资者 | | 时间 | 2025年04月30日 15:00-17:00 | | 地点 | 价值在线(https://www.ir-online.cn/)网络互动 | | | 董事长 高磊先生 | | 上市公司接待 | 独立董事 赵贺春先生 | | 人员姓名 | 独立董事 张骏先生 | | | 财务总监兼董事会秘书 顾兰芳女士 | | | 1.公司在2024年年报中提到将继续围绕"三大一算"战略布局。 | | | 请问公司能否详细说明这一战略布局的具体内容以及未来3-5年的实 | | | 施计划? | | | 答:尊敬的投资者您好,感 ...
深圳市财富趋势科技股份有限公司2025年第一季度报告
Shang Hai Zheng Quan Bao· 2025-04-30 06:35
Group 1 - The company guarantees the authenticity, accuracy, and completeness of the quarterly report, and assumes legal responsibility for any false records or misleading statements [2][6] - The first quarter financial statements are not audited, and the company has provided key financial data and indicators [3][4] - The company will hold its 2024 annual general meeting on May 20, 2025, with a network voting system in place [7][8] Group 2 - The company has opened a special account for raised funds and signed a four-party supervision agreement regarding the management of these funds [26][27] - The company raised a total of RMB 1,790,524,700.00 from its initial public offering, with a net amount of RMB 1,713,926,258.08 after deducting issuance costs [28] - The new special account is designated for specific projects and cannot be used for other purposes, ensuring compliance with relevant regulations [30][31]
搭建国际平台 探索数字企业国际合作新模式
Zhong Guo Jing Ji Wang· 2025-04-30 03:27
北京市国际服务贸易事务中心副主任殷亮表示,在过去的35年里,中新贸易合作成果丰硕,中国已连续 11年保持新加坡第一贸易伙伴地位,已由早期的基础商品贸易,逐步拓展至金融、科技、数字经济等多 个服务贸易领域。殷亮还邀请与会嘉宾参加2025年服贸会,与中国企业交流洽谈、共拓商机。 北京软件和信息服务业协会秘书长龙飞介绍,为培育壮大数字经济标杆企业、打造国际化发展平台,协 会支持工委会发起"数字服务国际合作领雁行" 专项行动。协会还将借助全球数字经济大会、服贸会等 展会平台,积极推动会员企业与国外企业交流对接,促进数字经济国际合作,探索建立数字经济国际合 作新范式。 原标题:搭建国际平台 探索数字企业国际合作新模式 近日,北京软件和信息服务业协会国际合作工委会以"数字丝路·智联未来"为主题,携手博彦科技、广 联达、百川智能等企业组成数字服务出海探访行考察团,集体亮相新加坡GITEX Asia2025科技展,举 办数字经济国际合作专题研讨会,并发起成立"数字经济国际合作促进联盟(IDEA)"。 "数字丝路·智联未来——共建数字经济国际合作新生态"专题论坛于4月23日在新加坡举行。论坛由北京 软件和信息服务业协会国际合作 ...
沪深京三市成交额达7000亿元,较上日此时放量649亿元
news flash· 2025-04-30 03:20
据同花顺(300033)iFinD数据,截至目前,沪深京三市成交额达7000亿元,较上日此时放量649亿元, 其中沪市成交额2994亿元,深市成交额3870亿元,北证50成交额136亿元。 ...
正元地信财报解读:净利润暴跌419.22%,经营现金流净额转负
Xin Lang Cai Jing· 2025-04-29 20:42
正元地理信息集团股份有限公司(简称"正元地信")近日发布2024年年报,多项财务数据出现较大变 动,其中净利润同比下降419.22%,经营活动产生的现金流量净额由正转负,引发市场关注。本文将对 该公司年报进行详细解读,剖析其财务状况与潜在风险。 营业收入:市场遇冷,营收下滑25.97% 2024年,正元地信实现营业收入661,073,177.79元,较上年同期的892,977,952.95元下降25.97%。公司表 示,所属行业竞争激烈,部分项目招投标延期,新签合同额持续减少,是导致营业收入下降的主要原 因。从业务板块来看,测绘地理信息板块收入205,075,050.34元,同比下降37.05%;管线运维服务板块 收入356,977,021.48元,同比下降1.88%;智慧城市板块收入90,179,515.89元,同比下降50.58%。各板块 收入均有不同程度下滑,反映出公司面临的市场环境严峻。 净利润:大幅亏损,同比下降419.22% 归属于上市公司股东的净利润为-173,498,955.81元,上年同期为-33,415,325.19元,亏损进一步扩大,同 比下降419.22%。这主要是由于营业收入减少,同 ...
S&P Global(SPGI) - 2025 Q1 - Earnings Call Transcript
2025-04-29 18:07
Financial Data and Key Metrics Changes - Total revenue increased by 8% year over year, with subscription product revenue growing by 7% [7][24] - Adjusted diluted EPS grew by 9%, and there was a year-over-year margin expansion of 240 basis points [7][24] - The company returned over $900 million to shareholders through dividends and repurchases in the first quarter [7] Business Line Data and Key Metrics Changes - Market Intelligence revenue increased by 5%, with data analytics and insights products growing by 74% year over year [37] - Ratings revenue grew by 8%, with transaction revenue increasing by 7% and non-transaction revenue rising by 10% [40][41] - Commodity Insights revenue increased by 9%, driven by strong growth in Energy and Resource Data and Insight [42] - Mobility revenue rose by 9%, with dealer revenue increasing by 11% [45] Market Data and Key Metrics Changes - Build issuance increased by 9% year over year, driven by structured finance and bank loans [10] - Active users across Capital IQ platforms, Platts Connect, and Automotive Mastermind increased by 23% year over year [12] - The company expects build issuance to be flat year over year, down from initial expectations of low single-digit growth [20] Company Strategy and Development Direction - The company plans to separate its Mobility division into a standalone public company, expected to be completed in 12 to 18 months [8][25] - Focus on innovation in data benchmarks and artificial intelligence, with new products launched in various divisions [22][23] - The company aims to enhance strategic focus and maximize shareholder value through the separation [25][28] Management's Comments on Operating Environment and Future Outlook - Management noted unpredictable market movements, geopolitical risks, and fluid regulatory landscapes impacting business [12][18] - There is optimism for long-term growth despite near-term headwinds, with recurring revenue accounting for approximately 75% of total revenue [15][19] - The company expects lower global GDP growth and higher inflation than previously forecasted [19] Other Important Information - The company plans to host an Investor Day in November to provide updates on the separation and multiyear strategy [10][28] - The company has seen significant growth in the user base of CARFAX Car Care, now serving over 46 million consumers [29] Q&A Session Summary Question: Timing and implications of the Mobility announcement - Management indicated that the decision was based on a thorough assessment and is expected to create long-term shareholder value [56][58] Question: Confidence in Market Intelligence revenue acceleration - Management expressed confidence due to stable retention rates and a strong sales pipeline, expecting stronger performance in the second half of the year [62][64] Question: Expense management levers - Management discussed monitoring headcount, incentive compensation, and third-party spending as key levers for managing expenses [67][68] Question: Issuance guidance and market conditions - Management expects build issuance to be flat for the year, with potential for opportunistic issuance in the second half [72][76] Question: Share count and M&A ambitions - Management confirmed no plans for transformative M&A, focusing instead on high-quality organic growth opportunities [80] Question: Performance of private credit ratings - Management noted strong demand for ratings in private credit, but tempered expectations for growth in the remainder of the year due to tough comparisons [86][87]
Clarivate(CLVT) - 2025 Q1 - Earnings Call Transcript
2025-04-29 17:53
Financial Data and Key Metrics Changes - Q1 revenue was $594 million, with a net loss of $104 million attributed to higher restructuring expenses related to the value creation plan [22][23] - Adjusted diluted EPS was $0.14, flat compared to the same period last year [23] - Adjusted EBITDA margin increased by more than one percentage point due to improved cost management [24] Business Line Data and Key Metrics Changes - Organic annual contract value (ACV) grew sequentially, with total organic revenue increasing for the first time in over a year, and recurring organic revenue grew nearly 1% [6][8] - In the IP Patent Annuity business, organic recurring revenue grew 5% due to higher volumes [12] - Subscription renewal rates in Life Science and Health improved to 90%, an increase of three percentage points over the prior year [13] Market Data and Key Metrics Changes - The mix of recurring revenue to total revenue is now 83%, an improvement of 200 basis points compared to the prior year [6] - The company noted that less than 3% of total revenue comes directly from the U.S. Federal government, indicating limited exposure to government funding cuts [10] Company Strategy and Development Direction - The company is focused on optimizing revenue, improving sales execution, and accelerating innovation through a subscription-centric model [5][8] - The value creation plan is on track, with a focus on business model optimization, sales execution, and accelerated product innovation [15][18] - The company is evaluating strategic alternatives to unlock value and maximize shareholder returns [19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future of research in academia despite potential government funding cuts, indicating minimal impact on business so far [39][40] - The company remains cautious about the macroeconomic environment but believes its products' recurring nature positions it well during uncertain times [34] Other Important Information - Free cash flow was strong at $110 million, with nearly half used for share repurchases [26][28] - The company expects annual contract value to accelerate by approximately 60 basis points to 1.5% at the midpoint of the range [29] Q&A Session Summary Question: Concerns about government funding exposure - Management indicated minimal impact from government actions and noted strong renewal rates in the A and G segment [39][42] Question: Inquiry about private equity interest in the IP segment - Management stated they are evaluating strategic options but had no specific comments on the private equity interest [47] Question: Drivers behind higher renewal volumes in IP - The primary driver for the increase in organic recurring revenues was a return to healthy growth in patent and trademark renewals [50][51] Question: Impact of funding cuts on large universities - Management confirmed that less than half of the A and G segment business is in the U.S., with a significant portion already renewed this year [55] Question: Expectations for transactional revenue growth - Management remains conservative about transactional revenue growth, focusing on improving recurring revenues [58] Question: Changes to the sales incentive model - Management highlighted upgrades in sales leadership and changes to the incentive model to reward subscription revenue growth [66] Question: Cyclical nature of patent renewals - Management acknowledged that while patent renewals can be cyclical, they expect the long-term trend to remain positive [70]
中信国安信息产业股份有限公司2025年第一季度报告
Shang Hai Zheng Quan Bao· 2025-04-29 14:14
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000839 证券简称:中信国安 公告编号:2025-10 中信国安信息产业股份有限公司2024年年度报告摘要 一、重要提示 本年度报告摘要来自年度报告全文,为全面了解本公司的经营成果、财务状况及未来发展规划,投资者 应当到证监会指定媒体仔细阅读年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利,不送红股,不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 □不适用 2、报告期主要业务或产品简介 (一)企业综合信息服务 公司下属子公司鸿联九五深耕企业综合信息服务行业多年,是一家以创新智能应用构建智慧服务体系的 企业数智综合服务企业,通过长期持续的业务拓展与技术研发,积累了较为成熟的技术、渠道与稳定的 客户资源,在业内拥有良好的形象与口碑。报告期内,鸿联九五积极响应国家《"十四五"数字经济发展 规划》,深度融入中信集团"五五三"战略部署,加速布局大模型技术应用,推动服务模式向智能化、个 性化方 ...