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港股异动 | 深圳国际(00152)绩后跌超7% 上半年纯利同比下滑25% 不派中期息
智通财经网· 2025-08-27 06:01
Core Viewpoint - Shenzhen International's stock dropped over 7% following the release of its interim results, reflecting concerns over declining profits and lack of interim dividends [1] Financial Performance - The company reported a revenue of HKD 6.67 billion for the first half of the year, remaining flat compared to the same period last year [1] - Shareholder profit decreased by 25% year-on-year to approximately HKD 490 million, primarily due to the absence of tax income from two logistics port projects that contributed HKD 587 million in the previous year [1] - The company did not declare an interim dividend for this period [1] Future Outlook - Shenwan Hongyuan previously indicated that the transformation and upgrading of logistics parks in South China will continue to drive performance over the next 6-8 years, alongside asset securitization of logistics ports to enhance capital recovery [1] - The market's previous valuation adjustments were mainly due to concerns over the sustainability of dividends; however, with stable dividends, land appreciation, and successful asset securitization, the company is expected to maintain dividends and potentially restore valuations to historical averages [1]
深圳国际(00152.HK)中期股东应占盈利下跌25%至约4.90亿港元
Ge Long Hui· 2025-08-27 04:19
Group 1 - The company, Shenzhen International (00152.HK), reported total revenue of approximately HKD 6.67 billion for the six months ending June 30, 2025, which remained flat compared to the same period last year [1] - The profit attributable to shareholders decreased by 25% year-on-year to approximately HKD 490 million, primarily due to the absence of tax income from two logistics port projects that were included in a fund last year, which generated a post-tax income of about HKD 587 million [1]
海程邦达:调整海外仓储运营方式 子公司提前终止租赁协议
Xin Lang Cai Jing· 2025-08-25 10:13
海程邦达(603836)6月30日晚间公告,2022年4月,公司下属全资子公司美国海程与出租方Palmtree签署 《租赁协议》,Palmtree将约186960平方英尺的特定场地出租给美国海程,用于开展北美海外仓储业 务,租赁期自2022年6月1日至2029年6月30日,租金合计2788.62万美元。受全球经济波动和贸易政策影 响,市场需求不及预期导致运营成本居高不下,持续的履约成本已超过业务收益,公司拟进行战略调 整,调整海外仓储的运营方式,采取更加灵活的仓储模式,以此降低固定成本。经协商,出租方 Palmtree同意提前终止《租赁协议》,双方同意以2025年5月31日为租约期限的届满日,同时,承租人 按租约需向出租方Palmtree支付335万美元终止费。 ...
万科:上半年物流仓储业务营收20.7亿,同比增长6.7%
Jing Ji Guan Cha Bao· 2025-08-25 07:13
报告期内,物流仓储业务(含非并表项目)实现营业收入20.7亿元,同比增长6.7%。 其中冷链收入10.7 亿元,同比增长23.0%;高标库收入10.0亿元,同比下降6.5%。截至报告期末,万纬物流累计开业项目约 150个,可租赁面积1,045 万平方米,其中高标库可租赁面积844万平方米,冷链可租赁面积201万平方 米。面对市场调整压力,万纬物流积极拓展头部客户、深挖细分行业,上半年高标库稳定期出租率 86%,冷链稳定期库容使用率74%,相比去年同期稳中有升。 (原标题:万科:上半年物流仓储业务营收20.7亿,同比增长6.7%) 近日,万科发布半年报。报告显示,"万纬物流"为万科集团物流仓储服务与一体化供应链解决方案平 台,致力于为各行业客户提供包括全温层仓储租赁、库内运营服务、运输配送等依托科技驱动的一体化 供应链解决方 案。 ...
万科全力以赴:有序推进改革化险 近两年盘活货值超700亿
Core Viewpoint - Vanke's half-year report for 2025 shows a revenue of approximately 105.3 billion yuan and a sales amount of 69.11 billion yuan, with a repayment rate exceeding 100% [1][3]. The company is actively working on asset revitalization and exploring new development models amid industry challenges [1]. Financial Performance - In the first half of the year, Vanke achieved a total revenue of 105.3 billion yuan, with sales amounting to 69.11 billion yuan and a repayment rate over 100% [1]. The company reported a revenue of 84.44 billion yuan from real estate development and related asset management, accounting for 80.2% of total revenue [3]. The gross profit margin for this segment increased by 1.5 percentage points year-on-year to 8.7% [3]. Sales and Market Position - Vanke sold 5.389 million square meters of property, generating sales of 69.11 billion yuan, ranking among the top three in sales across 15 cities [5]. The company has been responsive to the "good housing" initiative, with new projects achieving a sales rate of over 90% [5][7]. Asset Management and Revitalization - Vanke has revitalized 64 projects over the past three years, involving a saleable value of approximately 78.5 billion yuan [1]. The company emphasizes the importance of revitalizing existing resources, which has led to nearly 60 billion yuan in cash inflow from asset revitalization in the first half of the year [8]. Financing and Debt Management - Vanke secured 24.9 billion yuan in new financing and refinancing in the first half of the year, with a successful repayment of 24.39 billion yuan in public debt [3]. The company has maintained a stable financing scale and has received nearly 24 billion yuan in shareholder loans to alleviate liquidity pressure [3]. Business Diversification - Vanke's operating service business generated a total revenue of 28.42 billion yuan, showing a year-on-year growth of 0.6% [12]. The property service platform, Wanwu Cloud, reported a revenue of approximately 18.14 billion yuan, with a profit increase of 5.4% [12]. The rental housing business, "Boyu," remains the largest provider of centralized apartments in the country, with a revenue of 1.8 billion yuan, reflecting a growth of 4.1% [13]. Strategic Partnerships and Innovations - Vanke is enhancing its collaboration with major shareholder Shenzhen Metro Group to create a new urban service ecosystem [15]. The company has also initiated innovative projects, such as using robots for delivery in metro stations, showcasing its commitment to integrating technology into operations [15]. Future Outlook - Vanke's management believes that while the company faces ongoing operational pressures, it is gradually resolving risks and is optimistic about future recovery [16]. The focus will be on strategic adjustments, operational improvements, and enhancing core capabilities to adapt to the new real estate model [16].
恒基达鑫:2025年上半年净利润4444.11万元,同比增长14.08%
Jing Ji Guan Cha Wang· 2025-08-23 08:29
Core Insights - The company, Hengji Daxin (002492), reported a revenue of 172 million yuan for the first half of 2025, reflecting a year-on-year decrease of 3.15% [1] - The net profit for the same period was 44.441 million yuan, showing a year-on-year increase of 14.08% [1] - The basic earnings per share (EPS) stood at 0.1097 yuan, with a weighted average return on equity (ROE) of 2.61% [1]
北京发布上半年疏整促“成绩单” 42项任务有序推进
Zhong Guo Xin Wen Wang· 2025-08-19 18:27
Core Viewpoint - The "Relocation, Rectification, and Promotion" initiative in Beijing is making significant progress in urban planning and development, with 42 tasks being implemented effectively by mid-2025 [1] Group 1: Non-Capital Function Relocation - The initiative is advancing the dual approach of internal function restructuring and external relocation, leading to new achievements in the relocation efforts [2] - Educational and healthcare resources are being accelerated towards external layouts, including the opening of the first batch of students at the Beijing Institute of Fashion Technology's Tongzhou campus and the construction of a new pediatric hospital with 1,200 beds [2] - The orderly implementation of cultural relics relocation is underway, with significant sites like the former residences of Prince Chun and the Qing Army and Navy departments starting the relocation process [2] - The logistics center relocation is deepening, with the construction of a smart logistics hub in the Doudian area of Fangshan District [2] Group 2: Urban Fine Governance - The initiative has made solid progress in environmental remediation, traffic order, and key area challenges, including the completion of 10.71 million square meters of illegal construction remediation [3] - The city has reduced and improved urban furniture, managing over 50,000 locations and addressing more than 500 instances of illegal setups [3] - Traffic order has been systematically managed, with enhancements at 36 subway stations and the addition of over 7,000 non-motorized vehicle parking spaces [3] - Key transportation hubs like Beijing West Station and Beijing Station have improved passenger experiences through better facilities and services [3] Group 3: Urban Quality Enhancement - The initiative focuses on improving living conditions, enhancing public spaces, and promoting green development, resulting in tangible benefits for residents [4] - The "one community, one plan" approach has been implemented in 129 old residential areas, transforming them into livable communities [4] - Public space utilization has been optimized, with 234 bridges undergoing environmental improvements and the addition of 42,000 parking spaces in central areas [4] - The city is enhancing its green infrastructure by converting 353.29 hectares of land into green spaces and constructing 10 tree-lined roads [4]
中储股份将回购注销487万股限制性股票
Xin Lang Cai Jing· 2025-08-18 09:01
中储发展股份有限公司发布公告,因《激励计划》第三个解除限售期条件未成就及部分激励对象退休, 将回购注销限制性股票4,872,998股,注销日期为2025年8月21日。2024年度相关指标未达业绩考核条 件,第三批限制性股票不得解除限售;3名激励对象退休不再具备资格,其已获授未解除限售部分也将 被回购。本次回购注销完成后,剩余股权激励限制性股票为0股。公司称决策程序、信息披露合规,承 诺相关信息真实准确,律师认为本次回购注销合法有效。 ...
一周要闻·阿联酋&卡塔尔|京东产发迪拜仓正式运营/卡塔尔FDI业绩指数全球第12
3 6 Ke· 2025-08-18 02:29
Group 1 - JD Logistics has officially launched its first logistics infrastructure project in the Middle East, the JD Smart Industrial Park in Dubai, marking a significant breakthrough in its globalization strategy [2] - The Dubai warehouse currently stores nearly 800,000 items and will serve markets in the UAE and Saudi Arabia, aiming to reduce logistics costs for Chinese companies [2] - The Dubai warehouse will work in conjunction with a 70,000 square meter self-built project in the Abu Dhabi Airport Free Zone, enhancing inventory turnover efficiency [2] Group 2 - The UAE economist Nasser Saidi highlighted that the Shanghai Cooperation Organization provides solid support for deepening economic and trade relations between the UAE and China [2] - Trade focus in the UAE and other Gulf Cooperation Council countries has shifted towards Asia, with China becoming a key economic partner [2] - Energy, artificial intelligence, and fintech are identified as significant areas for potential cooperation between the UAE and China [2] Group 3 - The Dubai Economic and Tourism Authority reported that the 2025 China Roadshow successfully attracted 260 professional buyers from Greater China, enhancing market cooperation [3] - In 2024, Dubai is expected to receive 824,000 Chinese tourists, a 31% increase year-on-year [3] Group 4 - Abu Dhabi Capital Group and XLOOK Holdings have formed a joint venture to promote smart city development, integrating strategic investment with technology capabilities [3] - Wan Yu Technology has signed a strategic cooperation agreement with UAE's Royal Unicorn to expand into the Spanish and European smart manufacturing markets [3] Group 5 - Tongyu Communication has received small orders for its Macro WiFi product in several countries, including the UAE, addressing outdoor communication challenges [4] - The Abu Dhabi Development Fund has provided approximately 216.5 billion dirhams in development aid, supporting various projects across 107 countries [4] Group 6 - The UAE continues to solidify its leading position in global digital transformation, ranking first in communication infrastructure according to the UN's 2024 e-Government Survey [5] - The UAE aims to double the contribution of the digital economy to its GDP by 2030, with artificial intelligence expected to contribute 136 billion USD [6] Group 7 - The Dubai Chamber of Commerce reported a 4% year-on-year increase in new members, totaling 35,532 companies in the first half of 2025 [6] - The total export and re-export value for chamber members reached 171.9 billion dirhams, an 18% increase [6] Group 8 - The number of AI companies in Abu Dhabi has increased by 61% year-on-year, reaching 673 by June 2024, with over 58% focused on innovation and consulting [7] - Archer Aviation is accelerating the deployment of air taxi services in the UAE, aiming for production readiness by the 2028 Olympics [7] Group 9 - The UAE real estate sector has shown strong growth, with transaction values exceeding 322 billion dirhams (approximately 87 billion USD) in the first half of 2025 [7]
恒基达鑫10.01%涨停,总市值31.14亿元
Sou Hu Cai Jing· 2025-08-14 06:08
Group 1 - The core viewpoint of the news is that Hengji Daxin's stock experienced a significant increase, reaching a 10.01% limit up, with a trading price of 7.69 yuan per share and a total market capitalization of 3.114 billion yuan as of 13:50 on August 14 [1] - Hengji Daxin International Chemical Storage Co., Ltd. is primarily engaged in the handling, storage, transshipment, pipeline transportation, and bonded operations of bulk liquid petrochemical products, occupying approximately 220,000 square meters in Zhuhai [1] - The company has an 80,000-ton wharf, 67 storage tanks for liquid petrochemical products, a total storage capacity of 650,000 cubic meters, and an annual cargo throughput capacity exceeding 10 million tons [1] Group 2 - As of March 31, Hengji Daxin had 18,400 shareholders, with an average of 21,600 circulating shares per shareholder [2] - For the first quarter of 2025, Hengji Daxin reported operating revenue of 84.1417 million yuan, a year-on-year decrease of 10.00%, and a net profit attributable to shareholders of 20.796 million yuan, down 15.21% year-on-year [2]