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小崧股份(002723) - 关于2025年第一季度工程施工业务经营情况的公告
2025-04-29 12:27
广东小崧科技股份有限公司 关于 2025 年第一季度工程施工业务经营情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 广东小崧科技股份有限公司(以下简称公司或本公司)控股子公司国海建设 有限公司(以下简称国海建设)主营业务为市政公用工程、房屋建筑工程、公路 工程、水利水电工程、环保工程为主的工程施工,且国海建设营业收入占公司最 近一个会计年度经审计营业总收入 30%以上。根据《深圳证券交易所上市公司自 律监管指引第 3 号—行业信息披露》的相关规定,现将国海建设 2025 年第一季 度经营情况公告如下: 二、特别提示 1、上述数据仅为公司财务部门统计的阶段性数据,未经审计,与后续定期报 告披露的数据有可能存在差异,仅供投资者参考,最终以定期报告披露数据为准, 敬请注意投资风险。 证券代码:002723 证券简称:小崧股份 公告编号:2025-047 2、项目施工进展可能受天气或其他自然灾害影响,造成完成工期、质量要求 不能如约达成带来不能及时验收的风险,敬请注意投资风险。 特此公告。 第一季度新中标订单 截至第一季度末累计已签约 未完工订单 截至第一 ...
华泰证券今日早参-20250424
HTSC· 2025-04-24 02:18
Group 1: Fixed Income and Currency - The recent decline in the US dollar index indicates a weakening of its safe-haven attributes, influenced by multiple long-term and short-term factors, including tariff policies and economic recession concerns [2][3] - Gold is identified as a primary beneficiary of a weak dollar, although it is currently overbought and sensitive to negative news [2] - The report suggests that Eurozone assets may replace US dollar assets as a new safe haven, with potential opportunities in the Japanese yen and Japanese stocks [2] Group 2: Internet and Gaming Industry - The gaming industry shows resilience with new game launches, particularly from Tencent and NetEase, expected to enhance revenue streams [3][4] - In Q1, domestic iOS game revenue increased by 2.8% year-on-year, with significant growth during the Spring Festival for popular games [3] - The government is providing more policy support for the gaming industry, including initiatives to promote overseas expansion and the establishment of new educational programs [3] Group 3: Real Estate Sector - Public fund holdings in real estate stocks have decreased, while concentration has increased, indicating a mixed sentiment among institutional investors [5] - The report anticipates a potential increase in policy support for the real estate sector, driven by seasonal trends and external economic factors [5] Group 4: Pharmaceutical and Health Sector - The gene sequencing industry is entering a new era, with domestic companies expected to accelerate their market share due to recent government restrictions on foreign competitors [6] - Companies like BGI are positioned as leaders in the sequencing service market, with a comprehensive approach to health and disease prevention [6] Group 5: Telecommunications Industry - China Mobile reported a slight increase in revenue and a notable growth in net profit, driven by advancements in AI services [7][8] - The company is transitioning from cloud computing to AI-integrated services, which is expected to become a new revenue growth driver [7] Group 6: Consumer Goods and Retail - Pop Mart's Q1 performance exceeded expectations, with significant revenue growth attributed to both domestic and international markets [9] - The company is expanding its product offerings and optimizing its store formats to enhance customer engagement and sales [9] Group 7: Electric Equipment and New Energy - Dongfang Cable reported a substantial increase in revenue and net profit, driven by growth in high-margin export sales [10] - The company is well-positioned to benefit from the increasing demand for offshore wind projects and related cable installations [10] Group 8: Agriculture and Food Sector - Salted Fish's revenue and net profit showed strong growth, driven by an expanding product range and improved distribution channels [15] - The company is leveraging its diverse product offerings to capture market share and enhance profitability [15] Group 9: Financial Services - The internet finance sector is experiencing stable growth, with healthy loan quality and increasing profitability [6] - Regulatory changes are expected to positively impact leading platforms while potentially accelerating the exit of smaller players [6] Group 10: Materials and Chemicals - Feikai Materials reported significant growth in net profit, supported by new projects and a strong market position in the semiconductor sector [22] - The company is expected to continue benefiting from the demand for lithium battery materials, with improving profitability anticipated [22]