雷递网 雷建平 4月29日 易点天下（证券代码：301171）日前发布财报。财报显示，易点天下2024年营收25.47亿，较上年同期增长18.8%；净利2.32亿元，较上年同期增长 6.81%。2025年第一季度营收9.29亿元，更是较上年同期增长93.18%；净利5594万，较上年同期增长11.67%。 | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | | --- | --- | --- | --- | --- | | | | | (%) | | | 营业收入(元) | 929.116.792.61 | 480. 952. 366. 66 | | 93. 18% | | 归属于上市公司股东的净利 | 55,941, 195. 98 | 50, 094, 256. 02 | | 11.67% | | 润(元) | | | | | | 归属于上市公司股东的扣除 非经常性损益的净利润 | 61.243.979.70 | 46.829.057.66 | | 30. 78% | | (元) | | | | | | 经营活动产生的现金流量净 | -30. 022. 729. 16 | 17.573. ...

Group 1: Nuclear Power Industry - The State Council approved the construction of 10 nuclear power units, indicating a positive long-term growth outlook for the nuclear power sector in China [2][4][6] - From 2022 to 2025, China has consistently approved at least 10 nuclear power units annually, with a total of 44 units under construction as of April 2025, representing a significant increase in installed capacity [3][4] - Nuclear power is recognized as a clean and stable baseload energy source, with high utilization hours and relatively stable electricity prices, which are expected to drive revenue and profit growth for related companies [4][5][6] Group 2: ASEAN Economic Cooperation - The visit of President Xi Jinping to ASEAN countries marks a significant moment for deepening cooperation in trade, investment, and industry, contributing positively to regional and global economic development [8][9] - China and ASEAN are focusing on high-end manufacturing, mineral resource development, infrastructure cooperation, and agricultural consumption, aiming for mutual benefits and deeper integration of industrial chains [10][9] - The cooperation framework includes enhancing policy coordination, leveraging complementary advantages in technology and market, and improving trade and investment facilitation to stimulate regional growth [10][9] Group 3: Precious Metals Market - Recent signals from the U.S. government regarding easing trade tensions with China have led to a temporary decline in gold prices, but medium-term prospects for gold prices remain bullish due to ongoing geopolitical risks and potential economic downturns in the U.S. [13][15] - Global gold ETF holdings and central bank purchases, particularly from emerging markets, indicate significant room for further accumulation of gold, supporting price increases [15][13] - The copper and aluminum sectors are expected to rebound due to favorable macroeconomic policies and a shift in market sentiment following the easing of trade tensions [15][16] Group 4: Agricultural Sector - He Feng Co. - He Feng Co. reported a significant turnaround in profitability for 2024, with a net profit of 3.42 billion yuan, compared to a loss in the previous year, driven by cost reduction and efficiency improvements [18][19] - The company’s feed business faced challenges with a decline in sales volume and price, but the meat and poultry segments showed resilience and growth potential [19][20] - The company plans to achieve over 10% growth in feed sales in 2025, focusing on strategic transformations across product, channel, and management aspects [19][22] Group 5: Medical Devices - Yuyue Medical - Yuyue Medical's revenue for 2024 decreased by 5.09%, but the company is focusing on strategic investments to accelerate international expansion, particularly in the blood glucose management sector [24][25] - The Continuous Glucose Monitoring (CGM) technology is identified as a key growth driver, with new products expected to significantly increase market penetration [27][29] - The company has made a strategic investment in Inogen to enhance its presence in the U.S. and European markets, indicating a commitment to long-term growth and shareholder returns [28][29]

Core Viewpoint - Accurately assessing the market potential of service enterprises is crucial for investors, business managers, and industry analysts, influencing future development directions and investment decisions. Group 1: Market Size and Growth Rate - Market size reflects the potential customer base and total revenue, obtainable through market research, industry data, or comparative analysis, such as the ongoing expansion of the enterprise software service market amid digitalization [2] - Market growth rate indicates the speed of expansion, with high-growth markets presenting more profit opportunities [2] Group 2: Competitive Analysis - Analyzing competitors' products, pricing, and market share is essential to identify differentiation advantages, as seen in the restaurant industry leveraging unique dishes and decor for competitiveness [3] - In homogeneous markets, unique service concepts or innovative models can help enterprises stand out [3] Group 3: Customer Demand - Researching customer demand intensity and scale helps assess market saturation, with increasing demand for elderly medical and care services due to aging demographics [5] - Understanding customer purchasing motivations and preferences, such as convenience and cost-effectiveness, provides a basis for marketing strategies [5] Group 4: Profitability - Analyzing cost structure, pricing strategies, and marketing investments versus returns is vital, as efficient cost control and precise pricing can enhance profit margins [6] - Internet marketing companies, for instance, improve customer retention and profitability through targeted positioning and innovative methods [6] Group 5: Regulatory and Policy Environment - Government support policies, such as tax incentives and subsidies, can lower operational costs and enhance competitiveness, particularly in sectors like new energy vehicles [7] - However, attention must be paid to regulatory requirements, as compliance costs, while high, can ensure long-term stable development [7] Group 6: Technology and Innovation - In the digital age, technological innovation is key for service enterprises to stand out, with AI and big data enhancing service quality and efficiency [8] - Continuously launching new products, services, or upgrading existing offerings can meet diverse needs and capture market opportunities [8] Group 7: Operational and Management Capability - Efficient service delivery and strong customer relationship management can convert market opportunities into economic benefits [10] - Standardized and automated service processes, along with effective customer feedback mechanisms, can improve customer satisfaction and loyalty [10] Group 8: Talent and Team - A professional and high-quality talent pool is essential for enterprise development, with team execution and collaboration capabilities determining responsiveness to market changes [11] - Efficient task completion relies on the team's ability to adapt quickly to evolving market conditions [11] Group 9: Brand Influence - Brand awareness, reputation, and loyalty are critical competitive advantages, with well-known brands quickly gaining customer trust and reducing promotional costs [12] - In high-end hotel sectors, brand advantages can maintain high occupancy rates and customer loyalty [12] Conclusion - Evaluating the market potential of service enterprises requires a comprehensive consideration of market size, competition, demand, profitability, policy, technology, operations, talent, and brand factors, providing a scientific basis for investment decisions, strategic planning, and resource allocation to support sustainable development [12]

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） | -0.0206 | -0.0245 | 15.92 | -0.0386 | | 每股净资产（元） | 0.45 | 0.61 | -26.23 | 0.74 | | 每股公积金(元) | 1.93 | 1.94 | -0.52 | 1.95 | | 每股未分配利润(元) | -2.51 | -2.35 | -6.81 | -2.22 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 5.2 | 1.57 | 231.21 | 1.84 | | 净利润(亿元) | -0.13 | -0.16 | 18.75 | -0.24 | | 净资产收益率(%) | -4.49 | -3.91 | -14.83 | -5.12 | 数据四舍五入，查看更多财务数据>> 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： 18603.71万股，累计 ...

近日华扬联众（603825）(603825.SH)发布公告，公司股东姜香蕊持有的上市公司364.97万股股票将被司 法拍卖。证券之星注意到，姜香蕊作为公司原控股股东、实控人苏同及华扬企管的法定一致行动人，三 者所持股份已历经多轮强制拍卖。这场由债务危机引发的股权处置风波已经导致公司控制权易主。 2025年2月，长沙国资正式掌舵华扬联众，短短几天内在二级市场掀起巨震。华扬联众股价在连续涨停 后又快速暴跌。其股价快速切换背后，或许可以在公司持续亏损的经营业绩上找到注脚。 原实控人持续被迫退场 3月31日，华扬联众发布公告，公司股东姜香蕊持有的上市公司364.97万股股票将被司法拍卖。而姜香 蕊和华扬联众原控股股东、实控人苏同及华扬企管存在一致行动关系。 据公告披露，2月10日至2月26日，苏同持有的988.9万股公司股票已被成功拍卖。竞买人许譞以约1亿元 的价格竞得760万股股票，剩余股票被竞买人洪清法以2896.7万元竞得。完成过户后，苏同及其一致行 动人持有上市公司股份比例从22.67%降至18.76%。 而4月21日至4月22日，姜香蕊持有的364.97万股公司股票也面临被司法拍卖，若本次拍卖完成交割，苏 ...

点击图片▲立即收听 " 如果你失去、不了解甚至拒绝这次更新，那么 2025 年就跟你没有关系了。 文 / 巴九灵（微信公众号：吴晓波频道） "生意难做啊。" 这几乎是每一家被调研过的企业发出的一声叹息。 2024年，两大行业的舆论事件给商家带来了不小压力："仅退款"衍生出大规模的"羊毛党"和高退货率导致的高库存周期。 到了2025年，尽管DeepSeek的问世在真正意义上让普通中国人在"口语描述"中感受到AI技术的近在咫尺，但当熟练使用新技术的00后电商戏谑地 喊出"老电商人"时，传统电商生意的警钟已然响起，随着大企业更倾向于大模型私有化部署，AI对商业的赋能似乎在中小商家的前面挖了一道数 字鸿沟。这一幕，像极了10年前的制造业转型热时期企业对"转型找死，不转型等死"的拷问。 然而电商行业终究会随着时代的进步之轮前进。在吴晓波老师看来，AI是这个时代最强大的生产力，它让电商的成功变得可以复制。这些现象便 引出了2025年最关键的商业话题之一：AI到底和我的生意有什么关系？在AI时代，如何让天下没有难做的生意？ 带着这些问题，吴老师去了趟阿里妈妈（阿里巴巴旗下的广告投放平台）找找答案。 点击上图▲播放视频 问题 ...

达人营销不再局限于单纯的曝光，转变为种草模式，更注重流量转化。从行业实践来看，达人营销一方面可用于品牌打造，另一方面能实现 "种收一 体"，能够全面获取渠道投资回报率（ROI），将整个品牌营销流程串联起来。 2025年巨量星图达人节上周在云南举办，会上巨量引擎巨量星图与达人营销业务负责人卢旺达指出了做好达人营销的两个关键：好的商单内容、好的 商业达人。与此同时，巨量星图还公布了一系列关于好内容和好达人的重要标准。 社交媒体内容营销的萌芽应该追溯到2010年之后，微博与微信公众号时代开启的自媒体软文植入这个商业模式，但却受限于图文媒介的表现形式—— 创作者隐身于文字背后，缺乏具象化人设与真实影响力构建。 这种"藏信息于文字"的营销方式，在2019年前仅占整体营销预算的微小份额。 直到抖音横空出世，短视频风靡，一种全新的、真正意义上的营销路径逐渐成型，这便是继品牌广告、效果广告之后的第三种营销模式 —— 达人营 销。 如今谈及达人营销，我们也会将软文部分纳入考量范围，但整体审视后不难发现，软文在其中的占比已大幅缩水。客户们用实际行动做出选择，更多 地倾向于短视频直播这类场景式内容题材。依托短视频这一表现力极为丰富 ...

近日，针对腾信股份的信披违规及财务造假案，北京证监局给时任实控人开出了1100万元的巨额罚单，并 给予10年证券市场禁入的处罚。现年69岁的时任董事长、总经理亦同时收到350万元罚单。 花样百出掏空上市公司 腾信股份有两大关键人物，一是时任控股股东、实际控制人徐炜；二是时任腾信股份董事长、总经理，代行董 事会秘书职责，2020年3月至2021年1月代行财务负责人职责的田炳信。 此次，北京证监局指出，腾信股份存在四大违法事实。 一是未按规定及时披露重大事件。包括金额高达1.04亿元和1.12亿元的两笔重大诉讼事项，徐炜所持两笔大额 股份（占总股本的14.45%、15.69%）被冻结事项。 二是，2020年一季报、半年报、三季报存在虚假记载。据悉，2020年3月底，腾信股份青岛分公司以偿还股东 青岛浩基借款的名义，向第三方公司支付了3笔共计9.32亿元的资金，并在后来进行了收回，且青岛浩基对此 并不知情。 经北京证监局查明，腾信股份存在未按规定及时披露重大事件，2020年一季报、半年报、三季报存在虚假记 载，未按规定披露对外担保事项，未按规定披露非经营性资金占用导致的关联交易。该公司已于2023年7月从 深交所退 ...