证券研究报告·公司点评报告·一般零售 小商品城（600415） 2025 中报预增点评：扣非净利润同增 13.5%~ 18.4%，全球数贸中心招商超预期 | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 11,300 | 15,737 | 21,159 | 27,307 | 33,227 | | 同比（%） | 48.30 | 39.27 | 34.45 | 29.06 | 21.68 | | 归母净利润（百万元） | 2,676 | 3,074 | 4,231 | 5,713 | 6,825 | | 同比（%） | 142.25 | 14.85 | 37.64 | 35.04 | 19.46 | | EPS-最新摊薄（元/股） | 0.49 | 0.56 | 0.77 | 1.04 | 1.24 | | P/E（现价&最新摊薄） | 42.37 | 36.89 | 26.80 | 19.85 | 16.62 | [Table_ ...

| | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他： | | 参与单位名称及 | 山西证券张天、赵天宇 | | | 汇丰晋信基金管理有限公司李凡 | | 人员姓名 | 华富基金 黄星霖 | | 时间 | 年 月 日 2025 7 1 | | 地点 | 线上会议 | | 上市公司接待人 | 董事、副总经理、董事会秘书：孙妮娟 | | 员姓名 | 证券事务代表：罗希 | | | 相关问题及公司回复情况： | | | 1. 请董秘简单介绍公司的业绩增长情况和未来战略规划。 | | | 年公司制定了新中期发展战略，致力于打造 | | | 回复：2024 | | | 1+3+N 产业新格局：以家电智能控制器业务为核心，推动电机 | | | 电动、汽车电子、数智能源等新赛道智能控制器业务快速增长， | | | 同时，积极拓展医疗健康、宠物科技、机器人、低空飞行、智 | | | 能家居等产业的战略探索业务。2024 年公司实现营业收入 | | 投资者关系活动 | 万元， ...

模塑科技：子公司墨西哥名华获得12.36亿元北美知名电动车企外饰件产品项目定点 智通财经7月1日电，模塑科技(000700.SZ)公告称，公司全资子公司墨西哥名华近日接到北美知名电动 车企外饰件产品项目定点，项目预计2026年1月开始量产，生命周期5年，预计总销售额12.36亿元。本 次定点项目预计2026年1月开始量产，对本年度业绩不会构成重大影响。 ...

新大陆（000997）公告，公司控股子公司上海杉昊智能科技发展有限公司的全资子公司香港星驿支付有 限公司以自有资金出资1美元设立NovaPay US Inc.，并已取得美国FinCEN批准授予的MSB牌照。 NovaPay US Inc.注册资本为1美元，注册地址位于美国科罗拉多州丹佛市，经营范围包括货币交易或转 移，包括货币兑换及国际汇款服务。此次设立子公司及取得牌照旨在加快跨境业务的全球化布局，整合 境内外资源和优势，提升国际市场合规运营能力，符合公司整体战略规划与长期发展需要。 ...

Core Points - Hiab Corporation announced an update on the closing timetable for the sale of its MacGregor business to funds managed by Triton, with the transaction subject to regulatory approvals [1] - Regulatory approvals have been obtained from various jurisdictions, including the European Union, but approval from the Chinese State Administration for Market Regulation (SAMR) is still pending [2] - The closing of the transaction is now expected by 1 October 2025, which is later than the initially expected date of 1 July 2025 [2] - MacGregor has been reported as part of discontinued operations since the fourth quarter of 2024, and the updated closing timetable is not expected to have a significant financial impact on the company [3] Company Overview - Hiab is a leading provider of smart and sustainable on-road load handling solutions, with a commitment to delivering the best customer experience [3] - The company has a global presence with an extensive network of 3,000 own and partner sales and service locations, enabling delivery to over 100 countries [3] - Hiab's continuing operations sales in 2024 totaled approximately EUR 1.6 billion, and the company employs over 4,000 people [3]

新华网北京6月30日电（张昊哲）近日，国家管网集团甘肃公司酒泉作业区嘉峪关压气站举行了一场"看管网进站场亮品牌"媒体 公众开放日活动，各式各样的"管道卫士"陈列于此。这些国家管网集团目前所应用的高科技装备，有力保障油气管道运行安全。 国家"十四五"石油天然气发展规划重点项目——西气东输四线（吐鲁番—中卫）甘宁段日前成功投产。此次投产的甘宁段管道 长1162公里，管道沿线地质条件复杂，地貌以戈壁荒漠为主，自然环境恶劣，生态异常脆弱，给工程建设与投产带来多重考验。 如今，管道巡检摒弃了过去的"人走眼看"模式，国家管网集团推动实施智能巡护建设，搭建智慧管道综合管理平台。通过多种 智能感知技术和装备的应用，形成"风险全面感知、数据智能分析、报警自动联动、应急辅助决策"的智慧管道新范式。 不仅如此，在山地、高原等复杂地形的抢修场景中，作业区应用了边坡雷达监测预警系统、便携式盘车设备、高原氧舱等装 备。"便携式盘车设备集成多种功能，抢修人员可单手操作，大大提高了开孔封堵设备的现场装配速度；高原氧舱通过模拟平原富氧 环境，有效缓解高原缺氧症状，保障抢修人员的健康与工作效能。"工作人员介绍。 国家管网集团穿越荒漠，以科技助力 ...

Core Insights - The United Kingdom telehealth market was valued at USD 21.56 Billion in 2024 and is projected to grow at a CAGR of 12.10%, reaching USD 67.56 Billion by 2034, driven by increased internet access and smartphone penetration [2][10] - Strong policy support from the NHS and the UK government is facilitating the adoption of telehealth services, ensuring funding and integration within public healthcare frameworks [2] Market Growth Drivers - The UK government announced an investment of up to EUR 600 million (USD 764 million) for a centralized Health Data Research Service, aimed at enhancing data access for researchers and accelerating clinical trials, which is expected to significantly boost telehealth market growth [4] - Rising demand for remote inpatient care and AI-driven solutions, such as Teladoc's AI-powered Virtual Sitter, are enhancing patient safety and care efficiency, contributing to market value growth [5] - User-centric telehealth platforms, like Doctorsa's global telehealth platform, are addressing increasing wait times for GP appointments and improving patient satisfaction, thereby driving market development [5] Market Trends - AI-powered tools for women's health, such as Moody's mental health tool, are expanding the telehealth market by providing personalized care solutions [8] - Investment in virtual wards, exemplified by West Suffolk NHS Foundation Trust's tender for remote patient monitoring services, is expected to enhance clinical outcomes and operational efficiency [8] - Digital therapeutics are gaining traction, offering validated software-based interventions for chronic conditions, supported by NHS initiatives [8] Market Segmentation - The services segment is anticipated to lead the market due to its role in enabling seamless virtual care delivery, particularly in managing chronic diseases and elderly care [8] - England is expected to dominate the market, supported by a robust NHS digital infrastructure and a high urban population, while Scotland, Wales, and Northern Ireland are progressing at varying rates [8] Key Players - Major companies in the UK telehealth market include Doctor Care Anywhere, Teladoc Health, Livi, Babylon Health, Medicspot, Push Doctor, eConsult Health, Cisco Systems Inc., and Codal [7][19]

证券代码：300705 证券简称：九典制药 债券代码：123223 债券简称：九典转 02 湖南九典制药股份有限公司 投资者关系活动记录表 编号：2025-15 |  | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 其他 | | 参与单位名称及 人员姓名 | 国信医药投资者代表共 1 人 | | 时间 | 2025 年 7 月 1 日上午 10:00-11:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 副总经理兼董事会秘书：曾蕾 | | 员姓名 | 证券事务代表：甘荣 | | | 主要采用解答投资者提问的方式进行，主要问题回复如下： | | | 1、公司在市场竞争中有哪些优势？ | | | 回复：在成本端，凭借完整的产业链布局，公司能够自 | | | 主生产原料药和关键辅料，确保产品质量的同时有效控制成 | | | 本。在销售端，公司已建立起全渠道覆盖体系，特别是院外 | | | 市场，已成为业绩增长的新引擎，公司计划继续加大投入， | | 投资者关系活动 ...

从味觉到视觉，从舌尖到心间，沉浸式国潮体验门店勾勒东方美学，百年烤鸭走出餐厅化身年轻人手中的鸭货休闲零食，创意有趣的文创产品圈粉Z世代 年轻人，161岁的全聚德正以创新为笔，书写老字号的新故事。 2025年恰逢全聚德创立161周年，6月30日，以"非遗焕新 一脉一味"为主题举办了庆典活动，四位泰斗级烹饪大师呈现了亲手制作的丰泽园葱烧海参、仿 膳一品豆腐、全聚德挂炉烤鸭和四川饭店鱼香虾球，让一脉一味薪火传承。 传承百年 非遗焕新 全聚德集团旗下拥有"全聚德"、"仿膳"、"丰泽园"、"四川饭店"等品牌。四道菜招牌菜，亦是百年烟火。仿膳一品豆腐以清宫膳档为蓝本，对宫廷菜肴进 行复原和传承，承载着宫廷饮食文化的独特魅力。去年，仿膳饭庄在北海公园内重开仿膳茶社，还原了源自清末民初的宫廷糕点，将其背后承载着的文化 底蕴带入大众视野。 美食是舌尖上的文化密码，成为人类文明中最温暖鲜活的非遗注脚。作为老字号的全聚德，不断以传承为基、创新为魂，一道道经典菜品呈现着京味文 化、宫廷文化、中华文化，始终在餐桌上承载着一代人的文化记忆。 老字号的年轻化表达 作为一家老字号企业，中国全聚德集团党委书记、董事、总经理周延龙敏锐地捕捉到了 ...

Group 1 - Juniper Networks (JNPR) shares increased by 8.5% to close at $39.93, with notable trading volume compared to typical sessions, following a 2.5% gain over the past four weeks [1][2] - The share price uptrend is primarily due to a settlement between Hewlett Packard Enterprise and Juniper with the U.S. Department of Justice, allowing Hewlett Packard Enterprise to acquire Juniper while addressing competition concerns [2][3] - The settlement requires Hewlett Packard Enterprise to divest its global Instant On campus and branch business and provide limited access to Juniper's Mist AIOps technology, with Juniper expected to report quarterly earnings of $0.50 per share, a 61.3% year-over-year increase, and revenues of $1.33 billion, up 12.2% from the previous year [3][5] Group 2 - The consensus EPS estimate for Juniper has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4][5] - Juniper currently holds a Zacks Rank of 1 (Strong Buy), indicating strong potential in the stock [5] - In the same industry, Nokia (NOK) finished the last trading session at $5.18, with a 0.2% increase, but has returned -1% over the past month, holding a Zacks Rank of 3 (Hold) [5][6]