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净利润全靠投资收益,华胜天成现金流承压
Xin Lang Cai Jing· 2025-09-03 01:35
报告显示,华胜天成上半年营业收入22.62亿元,同比增长5.11%;归属于上市公司股东的净利润1.40亿元,较去年同期亏损2.47亿元实现逆转。然而细读财报却不难发现,该公司主营业务仍 与这份"表面盈利"形成鲜明对比的是华胜天成近期的股价表现。受市场对"AI算力+芯片"概念的热捧以及非经常性损益的驱动,华胜天成8月单月市值飙升115%。不过,在半年报发布后的首个交 在这份"冰火两重天"的财报背后,华胜天成真实经营状况究竟如何? 投资收益成"救命稻草" 表面净利润1.4亿元,扣非后却亏损8331万元,老牌IT服务企业华胜天成(600410.SH)的2025年半年报看似惊喜但暗含隐忧。 仔细分析华胜天成的利润结构,可以发现公司利润增长主要来自投资收益。 上半年,华胜天成实现了2.71亿元的公允价值变动收益。这笔收益来自于公司持有的泰凌微(688591.SH)股票价格上涨。华胜天成的这种利润结构令人喜忧参半:喜的是前期产业投资布局进 截至6月30日,泰凌微股价报收47.9元/股,较去年12月31日的收盘价31.20元/股有大幅上涨。华胜天成直接持有泰凌微1786.19万股,长期股权投资在转成了交易性金融资产后获得了 ...
What Makes Insight Enterprises (NSIT) a New Buy Stock
ZACKS· 2025-09-02 17:01
Core Viewpoint - Insight Enterprises (NSIT) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - For Insight Enterprises, the Zacks Consensus Estimate for earnings per share (EPS) for the fiscal year ending December 2025 is projected to be $9.88, showing no year-over-year change, but estimates have increased by 0.6% over the past three months [8]. Institutional Investor Influence - Institutional investors utilize earnings estimates to determine the fair value of stocks, and their buying or selling actions based on these estimates can lead to significant price movements [4]. Zacks Rank System - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) stocks historically generating an average annual return of +25% since 1988 [7]. - The upgrade of Insight Enterprises to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10].
大华股份助力中南大学解锁校园交通焕新体验
Zhong Guo Fa Zhan Wang· 2025-09-01 12:28
在此情况下,大华股份助力中南大学建立校园交通综合管理系统,从人员核验到车辆管控,从停车 治理到数据互通,用智能为校园织就一张"便捷又温暖"的交通网。以智能"焕新",让校园的交通既有温 度,又有效率。 从烟火气到秩序美,人员出入的温情守护 中南大学藏着一份独特的"烟火气":六个校区的教学区与家属区相拥,人员日常出行动线交织,这 份"开放肌理"是校园的温情所在,却也让复杂的人员管理成了校园的独特考题。 晨光掠过岳麓山巅,中南大学的梧桐道上,学子骑着单车匆匆而过,通勤教职工的车辆缓缓汇入校 园——这是校园里最寻常的晨间图景。然而,庞大的师生规模与社会节奏的加快,让旧日交通脉络渐渐 跟不上这片土地上的新节奏。 让校园少添"堵",车辆管理更有序 教职工通勤车、外来访客车辆,曾让校内道路常打"死结":道路本就多弯狭窄,停车位又少,加上 外来车辆随意停放,教职工常常花费大量精力寻找空余车位。 现在,校园交通停车场与机动车违章管理系统给交通做了"减法":校内外车辆先在线上实名登记, 系统按"区域、时段、类型" 分类管理,通过道闸精准判别每辆车的通行权限。一旦车辆超速、违停, 系统马上发送提醒;屡次违规车辆还会被纳入"黑名单" ...
AI技术密集突破!大数据产业ETF(516700)涨2.4%!机构:算力基建与智能体应用或迎业绩验证期
Xin Lang Ji Jin· 2025-09-01 01:51
9月1日,大数据产业ETF(516700)早盘表现活跃,场内价格现涨2.4%。 成份股方面,数据港涨停,光环新网和紫光股份表现亮眼,当日涨幅分别高达7.74%和7.42%。另一方 面,神州泰岳、天融信和广联达走势相对疲软,当日跌幅分别为1.09%、0.84%和0.13%。 大数据产业ETF(516700)被动跟踪中证数据指数(930902),该指数当日涨幅为2.53%,指数前十大 权重股分别为科大讯飞、浪潮信息、恒生电子、紫光股份、润泽科技、拓维信息、中国长城、中国软 件、用友网络、网宿科技。 大数据产业ETF(516700) 前十大成份股 | 股票简称 | 代码 | 权重 | 当日涨跌幅 | 总市值 | | --- | --- | --- | --- | --- | | 中科曙光 | 603019 | 9.95% | 2.01% | 1320 亿 | | 科大讯飞 | 002230 | 8.66% | 1.48% | 1251 亿 | | 浪潮信息 | 000977 | 6.09% | 4.29% | 1030 亿 | | 恒生电子 | 600570 | 4.73% | 2.69% | 728 亿 | | ...
Sword Group: Availability of the H1 2025 Financial Report
Globenewswire· 2025-08-29 21:55
Group 1 - Sword Group has made its 2025 Interim Financial Report publicly available, filed with the Commission de Surveillance du Secteur Financier (CSSF) and the Luxembourg Stock Exchange [1] - The financial report can be accessed and downloaded from the company's official website [1] - Sword Group employs over 3,500 IT and digital specialists across more than 50 countries, focusing on supporting organizations in their digital growth [1] Group 2 - Sword Group is recognized as a leader in technological and digital transformation, with a strong reputation in managing complex IT and business projects [2] - The company aims to optimize processes and enhance data for its clients [2]
Sword Group: H1 2025 Report of the Liquidity Agreement contracted with ODDO BHF
Globenewswire· 2025-08-29 21:45
from 01/01/2025 au 30/06/2025 Under the liquidity contract awarded by Sword Group to ODDO BHF, as of 30/06/2025, the following resources appeared on the account of liquidity:4,088 shares€567,563- Number of transactions executed during the semester at purchase: 1 ,406 - Number of transactions executed during the semester on sale: 1,527 - Volume exchanged over the semester upon purchase: 77,590 shares for an amount of €2,602,845.15- Volume exchanged over the semester for sale: 82,257 shares for an amount of € ...
紫光股份:2025年上半年净利润10.41亿元 同比增长4.05%
Mei Ri Jing Ji Xin Wen· 2025-08-29 08:44
(文章来源:每日经济新闻) 8月29日,紫光股份公告,2025年上半年营业收入474.25亿元,同比增长24.96%;归母净利润10.41亿 元,同比增长4.05%。 ...
NETCLASS TECHNOLOGY INC Announces Headquarters Relocation to Singapore and Planned Acquisition of Vietnam-based LBC International Company Limited
GlobeNewswire News Room· 2025-08-28 12:00
SHANGHAI and HONG KONG, Aug. 28, 2025 (GLOBE NEWSWIRE) -- NETCLASS Technology INC (Nasdaq: NTCL; the “Company” or “NetClass”), a leading B2B smart education IT solutions provider with offices in Shanghai, Hong Kong, Singapore and Tokyo, today announced that the Company will relocate its corporate headquarters to Singapore as cornerstone for its global expansion, effective September 1, 2025. In addition, the Company announced that it has signed a non-binding Letter of Intent (“LOI”) to acquire 51% of the equ ...
软通动力:2025年上半年营收稳步攀升,全栈智能战略点亮发展新局
8月27日晚间,软通动力(301236)发布了2025年半年度报告,报告期内,公司充分发挥软硬协同优 势,驱动业务规模持续增长,实现整体营收157.81亿元,较上年同期增长25.99%,归母净利润同比向 好,经营现金流持续稳健;其中,计算产品与智能电子业务实现营收67.56亿元,较上年同期增长 72.77%,占比42.81%。2025年第二季度,公司实现营收87.70亿元,同比增长23.93%,环比增长 25.10%;实现归母净利润0.55亿元,环比增长127.87%,扭亏且显著提升;第二季度经营活动现金流净 额13.58亿元,环比增长173.92%,公司软硬一体战略成效显著。 软通动力全新推出"iSoftStone Digital软通国际"品牌,全面启动"出海2.0"战略;公司马来西亚全球交付 中心(GDC)正式落成,成功中标某AI废钢检测项目;与中东多个本地伙伴达成战略合作,中标"巴基 斯坦总理青年计划10万台笔记本电脑项目"、中标沙特政府3万台笔记本电脑SKD采购项目;与某大型 ICT领导企业日本、腾讯日本等签署框架协议,与新日铁等大型IT企业达成战略合作。 行业深耕成果凸显,公司为10余个重点行业提供 ...
【股东要知道】神州控股半年营收超78亿,回应称“人工智能+”行动形成重大利好
Huan Qiu Wang· 2025-08-28 01:25
【环球网财经综合报道】8月27日晚间,港股上市公司神州控股(00861.HK)发布了2025年半年度业绩公告,数据显 示,公司整体收入较去年同期增长12%达78.65亿元人民币,毛利较去年同期增长8%达10.33亿元人民币,归属于母公 司净利润较去年同期实现高速增长,增速达41%,总额为1521万元人民币。 值得关注的是,公司在手订单充足,期内新签约金额同比增长高达98%,达94.76亿元人民币,已签未销尚有104.41亿 元人民币。 对此公司公开分析称,依托"Data x AI"战略的持续深化与升维,聚焦核心技术突破与行业场景深耕,实现业绩的强劲 增长与运营效率的显著提升,并积极打造开放型创新生态平台,通过生态能力补齐短板的同时,积极开放数据能力基 座与AI工具链,助推产业链整体价值提升。 同时,神州控股工作人员在接受环球网记者采访时提到:"公司在供应链领域持续发力,不断深化与顺丰、德邦、圆 通等物流巨头合作,并与中国服务贸易协会、中国物流与采购联合会等国家级行业协会持续推进创新合作,就智慧供 应链在跨境可信贸易及行业标准建设等领域开展业务创新与前沿探索。" 特别是在产业生态方面,以政府资源为入口赋能企业, ...