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七一二股价涨5.2%,财通证券资管旗下1只基金重仓,持有21.43万股浮盈赚取23.36万元
Xin Lang Cai Jing· 2025-09-10 07:41
9月10日,七一二涨5.2%,截至发稿,报22.06元/股,成交3.11亿元,换手率1.88%,总市值170.30亿 元。 资料显示,天津七一二通信广播股份有限公司位于天津开发区西区北大街141号,成立日期2004年10月 28日,上市日期2018年2月26日,公司主营业务涉及军民用无线通信终端及系统产品研发、生产和销 售。主营业务收入构成为:专用无线通信终端产品54.49%,系统集成产品39.98%,其他3.31%,材料销 售及维修等2.22%。 从基金十大重仓股角度 数据显示,财通证券资管旗下1只基金重仓七一二。财通资管创新成长混合A(020075)二季度持有股 数21.43万股,占基金净值比例为4.67%,位居第七大重仓股。根据测算,今日浮盈赚取约23.36万元。 责任编辑:小浪快报 财通资管创新成长混合A(020075)成立日期2024年3月26日,最新规模5950.49万。今年以来收益 39.61%,同类排名1084/8177;近一年收益83.29%,同类排名629/7982;成立以来收益74.27%。 财通资管创新成长混合A(020075)基金经理为包斅文。 截至发稿,包斅文累计任职时间3年293 ...
Raytheon Technologies(RTX) - 2025 Q3 - Earnings Call Transcript
2025-08-29 09:17
Financial Data and Key Metrics Changes - The company reported a revenue increase of nearly CHF 60 million compared to the previous year, reflecting a growth of 3.5% in real numbers and 10% quarter on quarter at constant currencies [27][28] - EBITDA improved significantly to CHF 22 million from a loss of CHF 20 million last year, indicating a strong recovery in profitability [30] - The gross margin has been maintained above 50%, attributed to better planning and a larger share of healthcare products, which have higher margins [29] Business Line Data and Key Metrics Changes - The enterprise segment, which constitutes around 75% of the business, saw a revenue increase of approximately 31% year-on-year, driven primarily by retail [14] - The ProAudio segment experienced a decline in revenue to CHF 56 million from CHF 92 million last year, due to a shift from full products to lower-priced modules and longer onboarding times for new customers [17][18] - The healthcare segment reported a positive trend with revenue rising to CHF 52 million from CHF 29 million last year, reflecting growth in infrastructure products [21] Market Data and Key Metrics Changes - The company noted a stabilization in demand patterns across its major customers, indicating a return to normalcy in the enterprise market [10][12] - The impact of a weaker U.S. dollar was acknowledged, with the exchange rate dropping from above seven to around 6.4, affecting results in the current quarter [12] Company Strategy and Development Direction - The company aims to maintain its core strategy of secure and reliable communication while exploring growth opportunities in various segments, particularly in healthcare and first responder applications [42][44] - There is a focus on deepening market understanding and enhancing customer relationships to drive future growth [46][49] - The company plans to invest in technology and market development to achieve its revenue target of CHF 1 billion, although no specific timeline was provided [43][44] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving a normalized fiscal year moving forward, with expectations of stable demand and improved predictability in revenue [76][78] - The company is actively working on diversifying its sourcing strategy to mitigate risks associated with tariffs and supply chain disruptions [104][108] - The outlook for the current financial year remains cautious, with guidance adjusted to reflect uncertainties in customer orders and component availability [36][109] Other Important Information - The company has initiated a share buyback program of CHF 20 million to enhance shareholder value [34] - A significant reduction in component inventory by approximately CHF 35 million was reported, with expectations to decrease further [31] Q&A Session Summary Question: What is the interrelation between segments? - The segments are not heavily interconnected in terms of business, but they share a common technology stack that enhances operational efficiency [62] Question: How sticky is the partnership with Philips? - The partnership is considered fairly sticky due to commitments in the frame agreement, supporting the transition of full ownership [64][65] Question: Can guidance be provided for each segment? - Management acknowledged the request for segment-specific guidance and noted it would be considered for future updates [66] Question: What is the lead time for new client contracts? - The lead time for new client contracts can vary significantly, often taking between nine to eighteen months for full implementation [95] Question: How is the sourcing situation evolving? - The company is accelerating its strategy to diversify sourcing, moving production out of China while maintaining close collaboration with customers [104][106]
海格通信2025年中报:业绩下滑显著,需关注现金流与应收账款
Zheng Quan Zhi Xing· 2025-08-11 22:20
Overview of Business Performance - The company reported total revenue of 2.229 billion yuan for the first half of 2025, a year-on-year decrease of 13.97% [1] - The net profit attributable to shareholders was 2.5138 million yuan, down 98.72% year-on-year [1] - The non-recurring net profit was -36.3363 million yuan, a decline of 133.77% year-on-year [1] - In Q2, total revenue was 1.19 billion yuan, down 17.78% year-on-year [1] - Q2 net profit attributable to shareholders was -43.075 million yuan, a decrease of 128.09% year-on-year [1] - Q2 non-recurring net profit was -60.3048 million yuan, down 171.72% year-on-year [1] Key Financial Indicators Analysis - Total sales, management, and financial expenses amounted to 212 million yuan, accounting for 9.52% of revenue, an increase of 7.76% year-on-year [2] Cash Flow and Financial Position - The company experienced a significant decline in cash and cash equivalents, with a net decrease of 95.93% due to increased investments in financial products and debt repayments [5] - The company’s monetary funds decreased by 25.73% year-on-year to 2.541 billion yuan [5] - Accounts receivable increased by 1.76% year-on-year to 5.711 billion yuan, representing 10,747.5% of the latest annual net profit [5] Financial Condition Review - The gross profit margin was 27.36%, down 14.81% year-on-year [5] - The net profit margin was 0.3%, a decrease of 96.55% year-on-year [5] - Earnings per share were 0 yuan, down 98.73% year-on-year [5] - Interest-bearing liabilities increased by 57.49% year-on-year to 3.595 billion yuan [5] Development Review and Outlook - The company operates in four main business areas: wireless communication, Beidou navigation, aerospace, and digital ecology, with R&D investment accounting for 20.05% of revenue, totaling 447 million yuan [6] - The company has made significant progress in military applications of AI technology, satellite internet, and low-altitude economy, and has deepened collaboration with China Mobile to promote technology upgrades and application scenarios [6] Summary - The company’s mid-2025 report indicates a significant decline in performance, particularly in net profit and non-recurring net profit, necessitating a focus on cash flow management and accounts receivable to ensure future financial health [7]
硕贝德拟注销回购股份减少注册资本 股份总数将降至4.61亿股
Xin Lang Cai Jing· 2025-05-21 13:55
Group 1 - The company, Huizhou Shobeyde Wireless Technology Co., Ltd., has changed the purpose of its repurchased shares from "for employee stock ownership plan or equity incentives" to "for cancellation and reduction of registered capital" [1] - Following the cancellation of shares, the total number of shares will decrease from 465,746,427 to 460,811,445, and the registered capital will reduce from 465,746,427 yuan to 460,811,445 yuan [1] Group 2 - The company has notified creditors regarding the reduction of registered capital due to the cancellation of repurchased shares, in accordance with the Company Law of the People's Republic of China [2] - Creditors have a period of thirty days from receiving the notice, or forty-five days from the announcement date, to request debt repayment or provide corresponding guarantees [2] - The submission of claims can be done through in-person, mail, or email, and specific documentation is required for the claims [2]