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恒信东方:收到中国证监会立案告知书
Guo Ji Jin Rong Bao· 2025-08-12 13:58
恒信东方(300081)公告,公司于2025年8月12日收到中国证监会下发的《立案告知书》,因涉嫌信息 披露违法违规,中国证监会决定对公司立案。公司自查发现2022年年报存在会计差错,采用追溯重述法 调整相关事项。目前公司经营活动正常,该事项不会对公司经营产生重大影响。 ...
迪士尼第三季税前利润同比增长4% 流媒体成增长新动能
Mei Ri Jing Ji Xin Wen· 2025-08-07 13:53
Core Insights - Disney reported Q3 FY2025 revenue of $23.7 billion, a 2% year-over-year increase, meeting expectations [2] - The company achieved a pre-tax profit of $3.2 billion, up 4% year-over-year, with adjusted earnings per share rising to $1.61, surpassing market predictions of $1.46 [2] - Disney's CEO and CFO emphasized the company's strong market position amid a changing industry landscape [2] Revenue Breakdown - The Disney Experience segment, which includes theme parks, resorts, and cruises, saw revenue increase by 8% to $6.4 billion [2] - The Entertainment segment, encompassing traditional TV, streaming, and movies, reported a 1% revenue increase to $10.7 billion [2] Streaming Performance - Despite challenges in traditional TV, Disney's streaming business is gaining momentum, with Disney+ adding 1.8 million subscribers in the last quarter, bringing the total to nearly 128 million [2] - Hulu's subscriber count grew by 1%, nearing 55.5 million [2] - Disney raised its adjusted earnings per share forecast for FY2025 to $5.85 and projected streaming profitability (including Disney+, Hulu, and ESPN+) to reach $1.3 billion, up from a previous estimate of $1 billion [2] Box Office Success - Disney's "Lilo & Stitch" surpassed $1 billion in global box office, marking it as Hollywood's first film to achieve this milestone [3] - In the past 13 months, four films, including "Moana 2" and "Inside Out 2," have crossed the $1 billion mark [3] Market Reaction - Despite strong performance in certain segments, traditional TV and sports revenue fell short of expectations, leading to a pre-market stock price drop of over 2% [3] - As of the report, Disney's stock was priced at $116 per share, with a market capitalization of $208.4 billion [3]
迪士尼净利翻番,流媒体盈利首超传统电视
Huan Qiu Wang Zi Xun· 2025-08-07 07:18
来源:环球网 【环球网消费综合报道】华特迪士尼公司(NYSE: DIS)公布的2025财年第三季度业绩报告显示,截至 6月28日,迪士尼实现营业收入236.5亿美元,同比增长2.1%;归母净利润达52.62亿美元,同比增长 100.76%,每股收益1.61美元。 迪士尼2025财年第三季度业绩报告亮点处是流媒体业务首次实现盈利3.46亿美元,成为迪士尼新的增长 引擎。而传统娱乐电视盈利则下降28%,凸显出公司业务结构正在发生深刻转型。 具体来看,迪士尼娱乐板块收入107.04亿美元,同比增长1%。其中,流媒体业务表现突出,Disney+美 国和加拿大付费用户稳定在5780万,国际用户增长2%至6990万;Hulu订阅用户增至5550万,环比增长 1%。迪士尼正通过整合Disney+与Hulu,构建融合内容、娱乐、新闻与体育的一站式流媒体平台,提升 用户体验与商业价值。 东方IC 报告显示,迪士尼体验板块收入90.86亿美元,同比增长8%,主题公园部门盈利增长13%至25.2亿美 元。上海迪士尼乐园等全球园区持续扩张,新园区如"疯狂动物城"和即将建设的"蜘蛛侠"主题园区,为 业绩增长提供了强劲支撑。高级经济师、 ...
冠通期货资讯早间报-20250807
Guan Tong Qi Huo· 2025-08-07 02:24
Report Industry Investment Rating There is no information provided about the report industry investment rating in the given content. Core Viewpoints The report comprehensively presents overnight market trends, important news, and financial market conditions across various sectors including commodities, finance, and international affairs. It details price movements in global and domestic futures markets, significant macro - economic and policy events, and performance in stock, bond, and foreign exchange markets. Summary by Category Overnight Night - Market Trends - International precious metal futures closed mixed, with COMEX gold futures down 0.08% at $3431.8 per ounce and COMEX silver futures up 0.3% at $37.935 per ounce [2] - OPEC's production increase pressured oil prices, with the US oil main contract down 1.37% at $64.27 per barrel and Brent crude main contract down 1.29% at $66.77 per barrel [3] - London base metals mostly rose, with LME aluminum up 2.30% at $2621.50 per ton, LME zinc up 1.34% at $2795.00 per ton, LME lead up 1.19% at $1997.00 per ton, and LME copper up 0.37% at $9674.00 per ton [3] - Domestic futures main contracts were mixed, with coking coal and alumina up over 1%, and rapeseed meal and caustic soda down over 1% [4] Important Information Macroeconomic News - The Shanghai International Energy Exchange decided to restrict Du XX's account from opening new positions in the corresponding contract of the Container Shipping Index (European Line) Futures (EC) 2510 contract for 1 month starting from August 6, 2025 [6] - Ukrainian Prime Minister Yulia Svyrydenko announced on August 6 that three joint mining projects between Ukraine and the US are in preparation and will be implemented in the next 18 months [8] - Trump's advisors are pushing him to appoint interim Federal Reserve governors, and short - term appointments will give Trump more time to choose the Fed chair [8] - Trump signed an executive order to impose an additional 25% tariff on goods from India in response to India's continued purchase of Russian oil [9] - Fed's Kashkari said the Fed should respond to economic slowdown, and he still thinks two rate cuts this year seem appropriate, but may pause or even raise rates if inflation rises due to tariffs [9] - Trump will impose a 100% tariff on imported goods containing semiconductors, exempting companies that produce in the US [10] - Trump plans to meet with Russian President Putin and Ukrainian President Zelensky as early as next week [10] Energy and Chemical Futures - As of the week ending August 2, Japan's commercial crude oil inventory decreased by 948,753 kiloliters to 11,337,392 kiloliters, and gasoline inventory decreased by 12,487 kiloliters to 1,466,814 kiloliters [12] - As of the week ending August 4, the total refined oil inventory at Fujairah Port in the UAE increased by 2.024 million barrels to 19.072 million barrels [13] - On August 6, 2025, China's urea enterprise total inventory was 887,600 tons, down 29,700 tons from last week, a 3.24% decrease; methanol port inventory was 925,500 tons, up 117,100 tons from the previous period [14] - Saudi Arabia raised the official selling price of Arab light crude oil for September to Asia, the US, and north - western Europe [14] - As of the week ending August 1, US commercial crude oil inventory (excluding strategic reserves) decreased by 3.029 million barrels to 424 million barrels, a 0.71% decrease; strategic petroleum reserve inventory increased by 235,000 barrels to 403 million barrels, a 0.06% increase [14] Metal Futures - Indonesia's PT Gresik smelter entered maintenance due to oxygen supply equipment failure, affecting about 20,000 tons of copper production [16] - The China Photovoltaic Industry Association is soliciting opinions on the "Draft Amendment to the Price Law (for public comment)" [16] - From January to July 2025, the total trading volume of the Shanghai Gold Exchange was 29.05 trillion yuan, a 49.24% year - on - year increase [17] - In July 2025, China's electrolytic copper actual output was 1.1944 million tons, a 4.05% month - on - month increase and a 19.58% year - on - year increase [19] - Affected by mine production growth in July, zinc concentrate production may decline slightly in August due to mine maintenance in Sichuan and Yunnan [20] Black - Series Futures - In late July 2025, key steel enterprises' steel inventory was 14.78 million tons, a 5.6% decrease from the previous ten - day period; daily average crude steel output was 1.982 million tons, a 7.4% decrease from the previous period [22] - On August 6, coal supply in Ordos was still affected by rainfall and was in the recovery stage [23] - A coal mine in Lvliang Xingxian completed 106.9% of its coal production plan and 102.4% of its tunneling footage plan in the first half of the year, and plans to produce 5.784 million tons in the second half of the year [23] - Some coal mines received a 276 - working - day production plan notice, and their production is expected to decline [23] Agricultural Futures - From August 1 - 5, 2025, Malaysia's palm oil yield decreased by 19.32% month - on - month, oil extraction rate increased by 0.39% month - on - month, and production decreased by 17.27% month - on - month [26] - Malaysia's palm oil production in July 2025 was estimated to increase by 9.01% to 1.84 million tons [26] Financial Market Stock Market - On Wednesday, A - share major indices rose, with the Shanghai Composite Index up 0.45% at 3633.99 points, Shenzhen Component Index up 0.64%, and ChiNext Index up 0.66%. Market turnover was 1.76 trillion yuan, an increase of about 140 billion yuan from the previous day [28] - The Hong Kong Hang Seng Index rose 0.03% to 24910.63 points, the Hang Seng Tech Index rose 0.2%, and the Hang Seng China Enterprises Index fell 0.21%. Southbound funds net - bought nearly HK$9.5 billion [28] - As of August 6, 258 stocks in A - shares had doubled in price this year, with Shangwei New Materials leading with a more than 12 - fold increase [28] - In July, the number of private securities product filings reached 1298, a 18% month - on - month increase, a 27 - month high [30] - iQiyi responded that it has no more information regarding its potential HK$300 million listing in Hong Kong [31] - Uni - President China's first - half revenue was 17.087 billion yuan, a 10.6% year - on - year increase; net profit was 1.287 billion yuan, a 33.24% year - on - year increase [32] Industry News - In August, the retail industry prosperity index was 50.1%, a 0.5 - percentage - point increase from the previous month [33] - Shanghai issued a development plan for the embodied intelligence industry, aiming for a core industry scale of over 50 billion yuan by 2027 [33] - In the first half of this year, China's industrial and service robot production increased by 35.6% and 25.5% respectively year - on - year [33] - The China Photovoltaic Industry Association is soliciting opinions on the "Draft Amendment to the Price Law (for public comment)" [34] - The Securities Association of China is seeking opinions on the "Standard for the Stability Assurance System of the Securities Industry Information System (for public comment)" [35] - In July, the national passenger car retail sales were 1.834 million units, a 7% year - on - year increase; new energy vehicle retail sales were 1.003 million units, a 14% year - on - year increase, with a penetration rate of 54.7% [37] - Starting from August 4, express delivery prices in Guangdong increased by 0.4 yuan per ticket [37] Overseas News - Trump plans to meet with Putin and Zelensky as early as next week to promote a cease - fire in Ukraine [38] - Fed's Daly said policy adjustment may be needed in the next few months, and the labor market has softened [38] - Fed's Kashkari still expects two rate cuts this year, and the impact of tariffs on inflation is unclear [38] - South Korea will implement a temporary visa - free policy for Chinese group tourists from September 29, 2025, to June 30, 2026 [39] - In July, the global manufacturing PMI was 49.3%, a 0.2 - percentage - point decrease from the previous month [40] - The German government plans to set up a €100 billion investment fund for strategic industries [41] - Japan's nominal wage in June increased by 2.5% year - on - year, the largest increase since February [43] - As of January 1, Japan's population was 120.6532 million, a decrease of about 908,000 from the previous year [44] - The Reserve Bank of India kept the benchmark interest rate at 5.5% and maintained a "neutral" policy stance [45] International Stock Markets - US major indices rose, with the Dow up 0.18%, S&P 500 up 0.73%, and Nasdaq up 1.21%. Apple and Walmart led the gains in the Dow [46] - European major indices rose, with the German DAX up 0.33%, French CAC40 up 0.18%, and UK FTSE 100 up 0.24% [46] - Morgan Stanley believes that US stocks may adjust in the third quarter, but the bull market is not over [46] - NVIDIA CEO Jensen Huang sold about 225,000 shares, cashing out about $39.78 million [47] - McDonald's Q2 revenue was $6.84 billion, a 5.4% year - on - year increase; same - store sales increased by 3.8% [49] - Disney's Q3 revenue was $23.65 billion, a 2.1% year - on - year increase, and it raised its full - year EPS forecast [49] - Uber's Q2 revenue was $12.7 billion, a 18% year - on - year increase, and it announced a new $20 billion share repurchase plan [50] - Honda's Q1 net profit was 196.6 billion yen, a 50.2% year - on - year decrease, but it raised its full - year net profit forecast [50] - Novo Nordisk's Q2 sales were 76.857 billion Danish kroner, a 13% year - on - year increase, but it lowered its full - year sales and profit growth forecasts [50] Commodity Market - Gold inventory in Shanghai Futures Exchange warehouses reached a record high, driven by arbitrage trading [51] - International precious metal futures closed mixed, with COMEX gold down 0.08% and COMEX silver up 0.3% [51] - Oil prices fell due to OPEC's production increase and weak US economic data [53] - London base metals mostly rose, supported by the Fed's loose policy expectations but pressured by tariff uncertainties [53] Bond Market - In the domestic inter - bank market, major interest - rate bond yields mostly declined, and the bond market is in a wait - and - see period [54] - US Treasury yields were mixed, with short - term yields down and long - term yields up due to Fed's comments and tariff uncertainties [54] Foreign Exchange Market - On Wednesday, the on - shore RMB against the US dollar closed at 7.1900, down 24 points from the previous day [55] - The Hong Kong dollar triggered the "weak - side convertibility undertaking", and the HKMA bought HK$8.439 billion [56] - The US dollar index fell 0.55%, and most non - US currencies rose [58]
迪士尼2025财年第三季度财报:传统娱乐电视盈利下降,流媒体成新引擎
Di Yi Cai Jing Zi Xun· 2025-08-06 23:37
美国当地时间8月6日,华特迪士尼公司(下称"迪士尼",DIS. NYSE)发布截至2025年6月28日的2025 财年第三季度业绩报告,期内收入同比增长2.1%至236.5亿美元。归母净利润约52.62亿美元,同比增长 100.76%。扣除部分项目后的每股收益升至1.61美元,超过市场预期的1.46美元。 具体来看,报告期内迪士尼娱乐板块收入约107.04亿美元,同比增长1%;体验板块收入约90.86亿美 元,同比增长8%;主题公园部门当季盈利增长13%至25.2亿美元。流媒体业务当季盈利3.46亿美元。 然而,传统电视网络和体育节目的收入未能达到华尔街的预期,掩盖了该公司主题公园和流媒体业务的 强劲表现。报告期内,体育板块收入约43.08亿美元,同比减少5%;传统电视网络和体育节目的收入未 达预期;传统娱乐电视盈利下降28%;迪士尼影业亏损。 值得注意的是,报告期内迪士尼传统娱乐电视盈利下降而流媒体业务盈利3.46亿美元。 "如今人们对于传统娱乐渠道的依赖度减少,因此传统电视的受众减少,而互联网形式的流媒体消费逐 渐习惯养成,使得流媒体业绩提升,估测迪士尼的流媒体业务会是未来的发展重心。"赵焕焱分析。 据悉 ...
三大股指期货齐涨 超微电脑(SMCI.US)绩后大跌 特朗普盘后发表声明
Zhi Tong Cai Jing· 2025-08-06 12:08
1. 8月6日(周三)美股盘前,美股三大股指期货齐涨。截至发稿,道指期货涨0.35%,标普500指数期货涨0.24%,纳指期货涨 0.23%。 2. 截至发稿,德国DAX指数涨0.02%,英国富时100指数涨0.20%,法国CAC40指数涨0.28%,欧洲斯托克50指数涨0.22%。 3. 截至发稿,WTI原油涨1.63%,报66.22美元/桶。布伦特原油涨1.52%,报68.67美元/桶。 | 瑞 伦敦布伦特原油 | 2025年10月 | 68.67 | 68.81 | 67.65 | +1.03 | +1.52% | | --- | --- | --- | --- | --- | --- | --- | | 雪 WTI原油 | 2025年9月 | 66.22 | 66.34 | 65.12 | +1.06 | +1.63% | 市场消息 降息预期凌乱,华尔街投行"吵"起来。美国"非农"数据暴雷令美联储降息预期飙升,但本周华尔街知名投行对降息分歧却在加 大。高盛、花旗均认为,9月或激进降息,摩根大通甚至认为今年可能降息125个基点。然而,美银认为今年美联储或按兵不 动,巴克莱和汇丰同样态度谨慎。未来几个月将 ...
美股前瞻 | 三大股指期货齐涨 超微电脑(SMCI.US)绩后大跌 特朗普盘后发表声明
智通财经网· 2025-08-06 12:06
盘前市场动向 1. 8月6日(周三)美股盘前,美股三大股指期货齐涨。截至发稿,道指期货涨0.35%,标普500指数期货涨0.24%,纳指期货涨 0.23%。 | = US 30 | 44,267.00 | 44,364.00 | 44,074.50 | +155.30 | +0.35% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,314.10 | 6,332.90 | 6,287.60 | +14.90 | +0.24% | | 트 US Tech 100 | 23,072.30 | 23,118.10 | 22,937.50 | +53.70 | +0.23% | 2. 截至发稿,德国DAX指数涨0.02%,英国富时100指数涨0.20%,法国CAC40指数涨0.28%,欧洲斯托克50指数涨0.22%。 | 德国DAX30 | 23,862.00 | 23,998.59 | 23,806.00 | +4.81 | +0.02% | | --- | --- | --- | --- | --- | --- | | 器 英国富时100 | 9,16 ...
市场综述:欧洲股市回吐涨幅,美国股指期货小幅上涨
Xin Lang Cai Jing· 2025-08-06 09:40
欧洲股市回吐此前涨幅,美国股指期货小幅上涨,投资者正在评估美国总统唐纳德・特朗普最新的关税 威胁、令人失望的经济数据以及大量企业盈利报告。 斯托克欧洲 600 指数在上涨 0.4% 后变动不大,原 因是该地区一些大型企业的业绩喜忧参半。标准普尔 500 指数期货上涨约 0.3%,交易员们正等待麦当 劳和华特迪士尼等公司的盈利报告。 周二的数据显示,美国服务业表现疲软,同时物价压力居高不 下,这引发了人们对美联储政策挑战的担忧。特朗普加大了关税攻势,称他将对从俄罗斯购买能源的国 家加征关税,并很快宣布对半导体和药品进口征收关税。尽管如此,强劲的企业盈利和对降息的押注目 前仍在提振股市。 XBT 研究总监凯瑟琳・布鲁克斯表示:"总体而言,大西洋两岸不错的企业盈利对股 市形成支撑,这在一定程度上缓解了人们对美国经济放缓以及特朗普总统对关税的持续痴迷给全球经济 带来影响的担忧。" 美国股市接近历史高点,原因是在数据显示经济增长可能放缓之际,投资者重新涌 入科技巨头和人工智能相关交易。高盛集团宏观交易员保罗・斯基亚沃内表示,押注市场势头逆转 "几 乎显得不合理"。 瑞银财富管理首席投资官马克・黑费勒表示,任何抛售都将为 ...
A股指数集体低开:创业板指跌0.32%,军工电子、CPO等板块跌幅居前
Market Overview - Major indices in China opened lower, with the Shanghai Composite Index down 0.05%, Shenzhen Component down 0.14%, and ChiNext down 0.32% [1] - The A-share financing balance has risen to around 2 trillion, reflecting a broad source of incremental funds, including public and private institutions [4] External Market - US stock indices closed lower, with the Dow Jones down 0.14%, S&P 500 down 0.49%, and Nasdaq down 0.65% [3] - Notable Chinese concept stocks showed mixed performance, with gains in companies like Zai Lab and Futu Holdings [3] Sector Insights - Huaxi Securities suggests that the current market liquidity is sufficient to support a slow bull market in A-shares, with a focus on new technologies and growth sectors such as AI computing and solid-state batteries [4] - Galaxy Securities highlights the accelerating commercialization of AI in education and human resources, with significant sales figures reported for AI-driven products [5] - Haitong Securities emphasizes opportunities in data center hardware, drawing parallels with the early growth of the lithium battery sector in the electric vehicle industry [6] - CICC notes a significant acceleration in the vertical extension of IP in the media industry, urging investors to reassess the potential of the IP derivative market [8] - CITIC Securities maintains a positive outlook on the home appliance industry, driven by government subsidies and high demand for air conditioning during summer [9]
汤姆猫:十分重视公司的投资者关系管理与信息披露工作
Zheng Quan Ri Bao Wang· 2025-08-05 12:10
证券日报网讯汤姆猫(300459)8月5日在互动平台回答投资者提问时表示,公司努力发展主营业务提升 公司质量的同时,也十分重视公司的投资者关系管理与信息披露工作,通过投资者热线电话、电子邮 箱、深交所互动易平台、业绩说明会、投资者交流会等多种形式有效加强与广大投资者的沟通与交流, 并持续强化信息披露质量和透明度,以增进投资者对上市公司的了解。 ...