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深圳瑞捷(300977):客群结构持续优化,静待业绩修复拐点
GOLDEN SUN SECURITIES· 2025-05-08 10:04
Investment Rating - The report maintains a "Buy" rating for the company [5] Core Views - The company is experiencing a revenue decline of 4.4% in 2024, but the decline is narrowing compared to 2023, indicating a potential recovery point in performance [1] - The company is transitioning from an "engineering consulting" model to a "comprehensive technical service" model, focusing on optimizing customer structure and reducing reliance on high-risk clients [3] - The company expects significant growth in net profit from 2025 to 2027, with projected increases of 264%, 51%, and 21% respectively [3] Financial Performance Summary - In 2024, the company achieved total revenue of 470 million, down 4.4% year-on-year, with a net profit attributable to shareholders of -26 million, a decline of 162.8% [4] - The gross margin for 2024 is 36.6%, down 3.2 percentage points, primarily due to intense competition in the real estate evaluation market and rigid cost structures [2] - The company reported a net profit margin of -5.5% in 2024, a decrease of 14 percentage points year-on-year [2] Business Segment Analysis - Revenue from third-party evaluations and project management was 280 million and 190 million respectively in 2024, with year-on-year changes of -12% and +10% [1] - The company has successfully reduced the proportion of revenue from real estate clients from 90% to 46% by expanding into industries such as insurance and overseas markets [3] Future Projections - The company forecasts total revenue of 526 million in 2025, representing a year-on-year growth of 12.1% [4] - The expected earnings per share (EPS) for 2025 is 0.28 yuan, with a projected price-to-earnings (P/E) ratio of 59.8 [4]
设研院:营收净利双杀,环境表现行业垫底;信披不准确,董事长被交易所点名
Zheng Quan Shi Bao Wang· 2025-05-08 09:50
在工程咨询服务行业竞争日益激烈的当下,河南省中工设计研究院集团股份有限公司(以下简称设研院 (300732),股票代码:300732)虽怀揣着成为中国领先工程技术综合服务企业的愿景,但自去年起, 公司经营指标接连亮起红灯,负面消息不断:业绩大幅下滑,市场信心受挫,且面临法律纠纷隐患。曾 经辉煌的设研院,如今何去何从,引发投资者及行业人士广泛关注。 营收净利双杀 盈利能力恶化 设研院2024年年报显示,公司全年实现营收15.01亿元,同比大幅下降34.97%,为上市以来同期最大降 幅;归母净利润亏损2.22亿元,为上市以来首亏,盈利能力急剧恶化。 公司表示,2024年受外部投资环境变化、基建投入增速放缓和化解地方政府隐性债务风险政策等情况的 影响,新开工项目减少,营收同比大幅下降,营业利润随之下降。同时,由于项目回款较慢,公司应收 账款按照账龄计提的信用减值损失大幅增加,拉低了公司的净利润。 在公司治理方面,设研院同样存在短板。信披方面,设研院于2024年10月30日收到深交所监管函。监管 函指出,公司董事长常兴文、总经理汤意、财务总监林明未能恪尽职守、履行忠实勤勉义务,部分勘察 在研发投入上,公司2024年研 ...
德勤在科博会期间启动“高科技高成长”评选项目
Xin Hua Cai Jing· 2025-05-08 07:12
程中表示,在这一过程中,企业也面临诸多挑战:技术研发投入成本高、人才短缺、技术更新迭代快 等。面对这些挑战,企业需要以长期战略视角,从外到内、自上而下审视评估,并通过数字化底座建立 快速响应机制。同时,可持续发展已成为企业核心战略的重要组成,将绿色低碳融入业务流程,不仅是 履行社会责任的体现,更是企业实现高质量增长的关键路径。 "当前,科技创新正在重构全球竞争格局。科技创新能力提升,聚焦半导体、人工智能以及生物科技等 前沿领域的技术自主化,数字经济与人工智能深度融合,绿色低碳转型加速等推动传统产业的智能化升 级。"德勤高科技高成长项目全国主管合伙人赵锦东表示,德勤认为真正的行业领军者往往具备持续重 视研发、学习AI等先进技术、坚持可持续发展和推动生态协同等特质,这些维度都将成为本届评选的 关键观测点。 (文章来源:新华财经) 新华财经北京5月8日电 8日,第二十七届中国北京国际科技产业博览会(以下简称"科博会")在国家会 议中心开幕。科博会开幕当日举行了"2025德勤中国高科技高成长50强及明日之星评选项目"启动仪式。 德勤中国科技、传媒和电信行业主管合伙人程中在科博会上表示,在当今全球经济快速变革的时代,科 ...
热烈祝贺:QYResearch印尼分公司正式成立
QYResearch· 2025-05-06 09:47
展的战略智库和合作桥梁。对市场动态的密切关注和对行业的深入洞察,为客户提供精准的市场分 析和战略建议。 QYResearch印尼分析师Willyanto Kurniawan QYResearch was founded in 2007, with headquarters in Los Angeles, USA, and Beijing, China. The company focuses on in-depth market research across various industry segments. As of 2025 QYResearch has established more than 31 offices in major countries and regions including the United States, China, Japan, Germany, India, the United Kingdom, South Korea, Brazil, Russia, Singapore, and Egypt. It has provided segmented market ...
Unveiling Jones Lang LaSalle (JLL) Q1 Outlook: Wall Street Estimates for Key Metrics
ZACKS· 2025-05-05 14:21
The upcoming report from Jones Lang LaSalle (JLL) is expected to reveal quarterly earnings of $2.02 per share, indicating an increase of 13.5% compared to the year-ago period. Analysts forecast revenues of $5.59 billion, representing an increase of 9% year over year.The consensus EPS estimate for the quarter has undergone a downward revision of 0.9% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during thi ...
Exponent (EXPO) Q1 Earnings and Revenues Beat Estimates
ZACKS· 2025-05-01 22:40
Exponent (EXPO) came out with quarterly earnings of $0.52 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.59 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 8.33%. A quarter ago, it was expected that this engineering and scientific consulting company would post earnings of $0.40 per share when it actually produced earnings of $0.46, delivering a surprise of 15%.Over the last ...
Exponent(EXPO) - 2025 Q1 - Earnings Call Transcript
2025-05-01 20:30
Exponent (EXPO) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Joni Konstantelos - Investor RelationsCatherine Corrigan - President and Chief Executive OfficerRich Schlenker - Executive Vice President and Chief Financial Officer.Jasper Bibb - Vice President Equity Research Conference Call Participants Andrew Nicholas - Equity Research AnalystJosh Chan - Executive Director - Equity Research Analyst Operator Good day, and welcome to the Exponent, Inc. First Quarter twenty twenty five Earn ...
智驭云链 | 销售预测推动供应链提质增效新实践——供应链转型升级促进降本增效系列销售预测篇
Sou Hu Cai Jing· 2025-04-30 12:48
引言 市场需求和革新的商业形态给企业带来了新挑战,企业亟需借助可靠且前瞻的销售预测,设计敏捷适配的运营策略,从而实现销售业绩的增长及运营效能 的提升。本篇将从三大类销售预测方法出发,介绍赋能供应链计划的预测方法,助力企业降本增效,在市场竞争中掌握先机。 当下的商业环境处于持续的变动状态,市场的不确定性增强,客户的需求呈现出动态化与个性化的特征,更迭周期大幅缩短,这对企业的供应链计划体系 造成了前所未有的冲击。 销售预测是基于历史销售数据、市场趋势、行业动态以及各类内外部影响因素,运用科学方法与模型,对未来特定时期内产品或服务销售情况进行的预估 与判断。这一过程建立在严谨的数据收集、整理与分析基础之上,在实际操作中可能面临诸多挑战。 02. 统计预测生成 使用清洗后的数据,测试并适配统计模型,并通过机器学习算法优化参数。生成预测结果后,需验证模型与实际趋势的匹配度,并持续迭代模型参数以提 升准确性。 03. 假设检验 根据Gartner供应链调查数据,到2027年响应式产销协同计划(S&OP)团队将需要在80%以上的时间里做出实时决策。这意味着传统供应链的响应速度将 不能满足未来决策的实时性需求,企业需要借助工 ...
Huron Consulting (HURN) Q1 Earnings and Revenues Top Estimates
ZACKS· 2025-04-29 22:35
Huron Consulting (HURN) came out with quarterly earnings of $1.68 per share, beating the Zacks Consensus Estimate of $1.16 per share. This compares to earnings of $1.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 44.83%. A quarter ago, it was expected that this consulting company would post earnings of $1.52 per share when it actually produced earnings of $1.90, delivering a surprise of 25%.Over the last four quarters, the ...