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美的集团股份有限公司
登录新浪财经APP 搜索【信披】查看更多考评等级 (九)发售原则:香港公开发售部分将根据接获认购者的有效申请数目决定配发给认购者的股份数目。 配发基准可能根据认购者在香港公开发售部分有效申请的股份数目而有所不同,但应严格按照《香港联 合交易所有限公司证券上市规则》指定(或获豁免)的比例分摊。在适当的情况下,配发股份亦可通过 抽签方式进行,即部分认购者可能获配发比其他申请认购相同股份数目的认购者较多的股份,而未获抽 中的认购者可能不会获配发任何股份。公开发售部分与国际配售的部分的比例将按照《香港联合交易所 有限公司证券上市规则》规定的超额认购倍数以及香港联交所可能授予的有关豁免而设定"回拨"机制。 国际配售部分占本次发行的比例将根据香港公开发售部分比例(经回拨后)来决定。国际配售部分的配 售对象和配售额度将根据累计订单,充分考虑各种因素决定,包括但不限于:总体超额认购倍数、投资 者的质量、投资者的重要性和在过去交易中的表现、投资者下单的时间、订单的大小、价格的敏感度、 预路演的参与程度、对该投资者后市行为的预计等。在本次国际配售分配中,将依照与基石投资者签署 的相关协议优先考虑基石投资者(如有)。 在不允许就安 ...
东方嘉盛2024年归母净利润同比增长20.50% 全球化数字化战略引领供应链升级
Core Insights - Shenzhen Oriental Jiasheng Supply Chain Co., Ltd. reported a significant increase in revenue and profit for the year 2024, with total revenue reaching 3.552 billion yuan, a year-on-year growth of 31.97%, and net profit attributable to shareholders at 192 million yuan, up 20.50% [1] - The company announced a profit distribution plan, proposing a cash dividend of 0.75 yuan per 10 shares and a capital reserve conversion of 4 shares for every 10 shares [1] Revenue Breakdown - The cross-border e-commerce logistics segment saw remarkable growth, generating 1.698 billion yuan in revenue, a staggering increase of 1922.83%, becoming the largest growth driver for the company [1] - The consumer food segment achieved revenue of 370 million yuan, reflecting a year-on-year growth of 59.23%, solidifying the company's position as a leader in the imported alcoholic beverage supply chain [1] - The medical health segment reported revenue of 162 million yuan, with a growth of 16.34%, expanding its global center warehouse business in collaboration with leading medical testing companies [1] Strategic Focus for 2025 - The company plans to focus on "industry deepening" and "technology empowerment" as its two main strategic lines, aiming to enhance its competitive advantage in the supply chain service sector through digital upgrades and warehouse network expansion [2] - In the vertical industry segment, the company is exploring opportunities in the semiconductor supply chain, particularly in repair services and trade, leveraging its strategic investment capabilities [2] - The company aims to expand its international freight routes to Europe, the UK, and the US, while deepening its cross-border e-commerce business by utilizing its global overseas warehouse layout [2] Digital Transformation Initiatives - The company intends to integrate AI technology into its supply chain operations, aiming to automate customs documentation processing and improve accuracy to 99% [2] - A logistics warehouse cloud ecosystem is being developed to enhance digital capabilities, facilitating data communication across customs, warehousing, and transportation processes [2] - The company is collaborating with leading industry players to explore the construction of a logistics robot matrix, focusing on customized solutions for high-value goods to improve operational safety and efficiency [2] Warehouse Network Expansion - The company has completed the construction of warehouses in Chongqing and Kunming, with ongoing projects in Shenzhen, resulting in a total operational warehouse area exceeding 250,000 square meters [3] - This expansion is expected to significantly reduce external leasing costs and improve operational quality [3] - The company is also developing cross-border multimodal transport products to enhance transportation efficiency and optimize costs, aiming to build a rapid freight logistics network covering Europe, the US, and Southeast Asia [3]
东方嘉盛:2024年营收净利润双高增长
4月26日,东方嘉盛(002889)(002889.SZ)披露2024年定期报告,报告期内,公司实现营业总收入35.58 亿元,同比增长31.79%,跨境电商物流等新业务获得显著进展;实现归母净利润1.92亿元,同比增长 20.50%。 2024年,东方嘉盛把握跨境电商出海行业机遇,继续开拓华南、华东直飞欧洲、英国、美国等地的国际 货运航线,并在"一带一路"共建国家及欧美地区等跨境物流枢纽节点设立高标准仓储设施,完善尾程物 流网络覆盖,推出跨境电商全链路服务产品,跨境电商全年实现收入16.98亿元,同比增长超19倍。 公司与半导体行业重点龙头客户的合作进一步深化,可为华南片区集成电路制造企业提供全天候快速响 应的半导体保税寄售维修服务,未来也将进一步探索半导体供应链服务的业务延伸。此外,公司继续推 进医疗战略,扩大医疗全球中心仓GSP仓库业务,围绕两大医疗检测龙头客户开展全面深度物流业务, 实现深港联动、仓储运输一体化,高效支持其全球业务。全年实现收入1.62亿元,同比增长16.34%。 消费食品方面,公司作为国内高端进口酒行业供应链交付领先服务商,成功拓展多项本地产品出口项 目;在华南建设跨境高端进口酒全国 ...
浙商中拓(000906):行业景气承压,能化业务增长亮眼
HTSC· 2025-04-24 09:16
Investment Rating - The report maintains an "Accumulate" rating for the company with a target price of 6.61 RMB [8][9]. Core Insights - The company reported a revenue of 201.9 billion RMB and a net profit of 3.7 billion RMB for 2024, reflecting a year-on-year decline of 0.6% and 46.0% respectively. The first quarter of 2025 showed a revenue of 50.73 billion RMB and a net profit of 1.9 billion RMB, with a year-on-year increase of 13.7% but a decline of 21.2% in net profit [1]. - The energy and chemical business experienced significant growth, with a revenue increase of 107.3% to 32.99 billion RMB and a gross profit surge of 2558.8% to 690 million RMB in 2024. The sales volume of energy products rose by 157.3% [2]. - The black and non-ferrous supply chains faced challenges, with revenues of 137.91 billion RMB and 1.68 billion RMB respectively, showing a decline of 11.7% and an increase of 88.8%. Gross profit for the black supply chain dropped by 63.3% [3]. - The new business segment, focusing on recycled resources, saw a revenue decrease of 8.2% to 14.12 billion RMB, but gross profit increased by 41.0% to 240 million RMB [4]. Summary by Sections Financial Performance - The company’s revenue is projected to reach 220.47 billion RMB in 2025, with a net profit forecast of 5.56 billion RMB, reflecting a decrease of 26.4% from previous estimates. The EPS is expected to be 0.79 RMB [5][7]. - The company’s revenue for 2024 is expected to be 201.9 billion RMB, with a slight decline of 0.57% compared to 2023 [7]. Business Segments - The energy and chemical supply chain is expected to continue its growth trajectory, with significant contributions from newly established teams [2]. - The black supply chain is facing a downturn, with a projected revenue drop due to weak demand [3]. - The new business segment is focusing on high-quality development in the recycled steel sector [4]. Valuation Metrics - The report assigns a PE ratio of 8.4x for 2025, aligning with industry averages, and sets a target price of 6.61 RMB, slightly above the previous estimate [5][9].
海程邦达供应链管理股份有限公司 关于2024年度募集资金存放 与实际使用情况的专项报告
Zheng Quan Ri Bao· 2025-04-17 23:18
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603836 证券简称:海程邦达 公告编号:2025-022 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 根据中国证券监督管理委员会《上市公司监管指引第2号—上市公司募集资金管理和使用的监管要 求》、《上海证券交易所上市公司自律监管指引第1号——规范运作》及《上海证券交易所上市公司自 律监管指南第1号——公告格式》的相关规定,现将海程邦达供应链管理股份有限公司(以下简称"公 司")2024年度募集资金存放与使用情况报告如下: 一、募集资金基本情况 (一)实际募集资金金额和资金到账时间 经中国证券监督管理委员会《关于核准海程邦达供应链管理股份有限公司首次公开发行股票的批复》 (证监许可[2021] 1573号)核准,公司首次公开发行人民币普通股(A股)5,131.00万股,每股发行价 格16.84元,募集资金总额为人民币864,060,400.00元,扣除各项发行费用后实际募集资金净额为 784,173,277.85元。立信会计师事务所(特殊普通合伙)对公司上述资金 ...