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永顺泰(001338):25Q2利润端高增,精细化管理显成效
Great Wall Securities· 2025-08-26 11:37
| 财务指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入(百万元) | 4,840 | 4,282 | 4,426 | 4,952 | 5,353 | | 增长率 yoy(%) | 15.5 | -11.5 | 3.4 | 11.9 | 8.1 | | 归母净利润(百万元) | 174 | 299 | 334 | 408 | 456 | | 增长率 yoy(%) | 11.2 | 72.5 | 11.4 | 22.2 | 12.0 | | ROE(%) | 5.1 | 8.3 | 8.8 | 9.8 | 10.1 | | EPS 最新摊薄(元) | 0.35 | 0.60 | 0.66 | 0.81 | 0.91 | | P/E(倍) | 35.2 | 20.4 | 18.3 | 15.0 | 13.4 | | P/B(倍) | 1.8 | 1.7 | 1.6 | 1.5 | 1.3 | | 资料来源:公司财报,长城证券产业金融研究院 | | | | | | 证券研究报告 | 公司 ...
“一带一路”合作持续高质量推进,多项数据延续增长态势
Di Yi Cai Jing· 2025-05-29 06:25
Group 1: Belt and Road Initiative Impact - The "Belt and Road" initiative has significantly boosted import and export activities among participating countries, with high-tech products, agricultural products, and machinery making up a large proportion of trade [1][2] - Jiangsu Province's import and export value to "Belt and Road" countries reached 903.37 billion yuan in the first four months of this year, a year-on-year increase of 9.6%, contributing 4.5 percentage points to the province's overall trade growth [1] - Hebei Province's trade with "Belt and Road" countries totaled 106.38 billion yuan, accounting for 57.9% of its total trade, with a month-on-month growth of 3.7% in April [2] Group 2: High-Tech Product Trade - Beijing's Daxing Airport has seen a dominant trend in high-tech product exports, with a total of 61.98 billion yuan in high-tech product imports and exports since 2019, accounting for 60.8% of its total trade [2] - In the first four months of this year, high-tech product trade through Daxing Airport reached 9.33 billion yuan, growing by 6.7%, with central processing units being the main product, showing a remarkable growth of 283.2% [2] Group 3: Port and Transportation Developments - Ningbo-Zhoushan Port completed a container throughput of 13.568 million TEUs in the first four months, a year-on-year increase of 9.9%, with significant growth in exports to emerging markets [5] - The opening of QianKai Port has enhanced operational efficiency by approximately 40%, reduced operational costs by 25%, and decreased environmental impact by 30% through the use of IoT and big data technologies [6] - The China-Europe Railway Express (Xi'an) has operated over 2,500 trains this year, with a significant increase in return trips, reflecting the evolving trade patterns of the "Belt and Road" initiative [4]