7月8日，中集车辆今日收盘8.4元，上涨1.33%，滚动市盈率PE（当前股价与前四季度每股收益总和的比 值）达到15.76倍，创21天以来新低，总市值157.43亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)4中集车辆15.7614.501.08157.43亿行业平均 42.9550.826.771263.79亿行业中值35.2441.492.42216.39亿1江铃汽车12.9911.501.52176.79亿2宇通客车 13.8114.134.11581.82亿3中国重汽13.8714.211.35210.30亿5长城汽车16.7514.812.281879.54亿6长安汽车 16.7717.211.611260.08亿7中通客车24.2127.522.2768.66亿8赛力斯35.2438.379.872281.49亿9比亚迪 40.0644.628.2317960.96亿10汉马科技48.4372.293.43113.66亿11金龙汽车49.3558.462.9392.21亿12一汽解 放72.0355.111.30343.01亿 本文源自：金融界 作者：行情君 中集车辆(集团)股份有 ...

Core Viewpoint - The article emphasizes the importance of marine ecological environment protection and the need for multi-layered and comprehensive utilization of marine resources in China, highlighting the shift from a flat management approach to a three-dimensional development model [4][6][7]. Group 1: Policy and Development Initiatives - The Central Financial Committee meeting chaired by General Secretary Xi Jinping called for enhanced marine ecological protection and comprehensive governance of key sea areas [4]. - The exploration of multi-layered marine usage rights began with pilot projects in Jiangsu and Fujian provinces to address overlapping marine usage needs [6][7]. - The Ministry of Natural Resources issued a notice in November 2023 to promote the exploration of layered marine usage rights for various projects, marking a significant shift in marine management practices [7]. Group 2: Economic Impact and Growth - China's marine economy is projected to exceed 10 trillion yuan in 2024, accounting for 7.8% of the national GDP [8]. - Guangdong's new marine industries are expected to generate an added value of 41.1 billion yuan, while Zhejiang has approved 180 layered marine usage projects covering approximately 165,000 acres [8]. - The innovative development strategy of the 1 million-kilowatt offshore photovoltaic project in Shandong combines solar power generation with shellfish farming, enhancing space utilization and overall development returns [8].

Core Viewpoint - The company CIMC Vehicles has seen a decline in its financial performance, with a significant drop in revenue and net profit in the latest quarterly report, while its stock valuation remains low compared to the industry average [1][2]. Group 1: Company Performance - As of July 3, CIMC Vehicles closed at 8.33 yuan, up 1.22%, with a rolling PE ratio of 15.63, marking an 18-day low and a total market capitalization of 15.611 billion yuan [1]. - For Q1 2025, the company reported revenue of 4.591 billion yuan, a year-on-year decrease of 10.91%, and a net profit of 179 million yuan, down 32.59%, with a gross profit margin of 14.30% [1]. Group 2: Shareholder Information - As of March 31, 2025, CIMC Vehicles had 36,558 shareholders, an increase of 1,451 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1]. Group 3: Industry Comparison - The average PE ratio for the automotive manufacturing industry is 42.69, with a median of 34.21, placing CIMC Vehicles at the 11th position in the industry ranking [2].

Group 1 - The core viewpoint of the article highlights the performance and market position of CIMC Vehicles, noting its stock price increase and current valuation metrics [1] - As of May 29, CIMC Vehicles closed at 8.56 yuan, up 3.38%, with a rolling PE ratio of 16.06 times and a total market capitalization of 16.043 billion yuan [1] - The average PE ratio for the automotive manufacturing industry is 35.83 times, with a median of 24.69 times, placing CIMC Vehicles in 11th position within the industry [2] Group 2 - As of March 31, 2025, CIMC Vehicles had 36,558 shareholders, an increase of 1,451 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The main business of CIMC Vehicles includes the production, manufacturing, and sales of semi-trailers, special vehicles, refrigerated truck bodies, and complete vehicles, with notable brands operating in North America and Europe [1] - The latest quarterly report for Q1 2025 shows CIMC Vehicles achieved a revenue of 4.591 billion yuan, a year-on-year decrease of 10.91%, and a net profit of 179 million yuan, down 32.59%, with a gross profit margin of 14.30% [1]

Core Insights - The company CIMC Vehicles closed at 8.24 yuan on May 26, with a decline of 1.55%, resulting in a rolling PE ratio of 15.46 times and a total market capitalization of 15.443 billion yuan [1] - In comparison to the automotive manufacturing industry, which has an average PE ratio of 35.48 times and a median of 25.82 times, CIMC Vehicles ranks 11th [1] - The company experienced a net inflow of 7.5556 million yuan in principal funds on May 26, with a total inflow of 8.3796 million yuan over the past five days [1] Company Overview - CIMC Vehicles specializes in the production, manufacturing, and sales of semi-trailers, special vehicles, refrigerated truck bodies, and complete vehicles [1] - The main products include ordinary semi-trailers, tankers, superstructure products, chassis, and tractors [1] - The company operates well-known brands such as "Tonghua," "Huajun," "Shenyangfan," "Ruijiang Automobile," "Lingyu Automobile," and "Liangshan Dongyue" in China, and "Vanguard" and "CIE" in North America, as well as "SDC" and "LAG" in Europe [1] Financial Performance - In the first quarter of 2025, CIMC Vehicles reported an operating revenue of 4.591 billion yuan, a year-on-year decrease of 10.91% [1] - The net profit for the same period was 179 million yuan, reflecting a year-on-year decline of 32.59% [1] - The sales gross margin stood at 14.30% [1]

福建省儿童及婴幼儿服装产品质量省级监督抽查结果（不合格） | 受检企业 | 标称生产企业 | 产品名称 | 规格型号 | 商标 | 生产日期/批号 | 抽查 | 承检机构 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 结果 | | | 福安市维可淇服饰有 | 福安市维可淇服饰有 | 家居服（儿童服装） | 140（标称） | 维可淇（标 | 2024- | 不合 | | | 限公司 | 限公司 | | | 称） | 08/20XMC01-1 | 格 | | | 福建福鼎市奇峰针织 | 福建福鼎市奇峰针织 | 条纹莱卡圆领内衣套装 | 170/100 | 贝儿小龙 | ----/BE-7096 | 不合 | | | 有限公司 | 有限公司 | （下装） | | （标称） | | 格 | | | 永高人儿童用品有限 | 永高人儿童用品有限 | 梭织外套 | 检：160/72A 备：140/64 | 永高人（标 | 2024- | 不合 | | | 公司 | 公司 | | | 称） | 07/BQ466070-01 | 格 | | ...

调研详情如下： 公司于2025年5月7日(星期三)至2025年5月9日(星期五)在上海、杭州、北京参与多家券商策略会,并进行 了2025年一季度业绩路演交流。上述交流不涉及应披露的重大信息。公司首先就2025年一季度宏观行业 现状、经营状况、财务表现与战略发展进行介绍,其后与投资者进行问答与交流。互动问答内容如下: 1.请问贵司2025年一季度EV·DTB上装业务业绩表现如何? 答:2025年一季度,本公司EV·DTB上装业务实现销量0.6万台,同比增长11.6%,营收达6.6亿元,贡献毛利0.2 亿元。EV·DTB上装业务全面促进"好马配好鞍"的商业模式。EV-DTB·渣土车大力拓展与各主机厂的合 作,并加强一体化联合出海,探索和实践CKD与KD模式,强化整车竞争力,销量同比增长13.8%。EV-DTB·搅 拌车深化与重卡底盘企业的合作,积极开发轻量化、智能化、自动化的创新产品。EV-DTB·冷藏车在专 业上装设计向底盘+厢体+冷机+网联装置一体化方向推进,在市场端与主机厂联合推广实现战略协同。 2025年5月12日，中集车辆披露接待调研公告，公司于5月9日接待信达证券、信达资管、鹏泰投资、信 达证券、平安 ...

中证智能财讯 比音勒芬（002832）4月29日披露2024年年度报告。2024年，公司实现营业总收入40.04亿元，同比增长13.24%；归母净利润7.81亿元，同比下 降14.28%；扣非净利润7.44亿元，同比下降14.20%；经营活动产生的现金流量净额为7.5亿元，同比下降42.10%；报告期内，比音勒芬基本每股收益为1.37 元，加权平均净资产收益率为15.65%。公司2024年度分配预案为：拟向全体股东每10股派现5元（含税）。 | | 2024 年 | 2023 年 | 本年比上年增 | | --- | --- | --- | --- | | 营业收入(元) | 4, 004, 463, 319. 82 | 3, 536, 132, 714. 02 | 1 | | 归属于上市公司股东 | 780, 690, 051. 75 | 910, 754, 003. 74 | -1 | | 的净利润(元) | | | | | 归属于上市公司股东 的扣除非经常性损益 | 744, 252, 350. 90 | 867, 457, 631. 43 | -1 | | 的净利润(元) | | | | | 经营活动 ...

证券研究报告 比音勒芬 (002832 CH) 营收稳步增长，盈利能力短期承压 华泰研究 年报点评 2025 年 4 月 29 日│中国内地 服装 比音勒芬发布 2024 年报及 1Q25 业绩：2024 年公司实现营收 40.0 亿元 （yoy+13.2%），归母净利润 7.8 亿元（yoy-14.3%），低于我们此前预期（9.1 亿元），主因消费环境仍处于弱复苏，线下渠道毛利承压明显。1Q25 营收 12.9 亿元（yoy+1.4%），归母净利润 3.3 亿元（yoy-8.5%）。利润分配方面， 24 全年拟派息 0.5 元/股，分红率约 36.6%。公司盈利短期相对承压，但营 收在消费复苏尚不确定的环境下仍保持同业领先的稳健增长，叠加定位高端 消费人群的用户壁垒以及海外品牌 KENT&CURWEN 开启第二增长曲线等 优势，维持"买入"评级。 全品类、全渠道协同发展，共同驱动公司营收增长 分品类来看，上装、外套、下装收入分别同比+13.1%/17.5%/6.3%至 17.1/11.6/7.5 亿元，占营收比重分别为 42.8%/28.8%18.8%。上装作为核心 品类，凭借其丰富的款式设计与优质面料，持 ...

Group 1: Financial Performance - In Q1 2025, the company achieved revenue of CNY 4.591 billion and a net profit of CNY 1.79 billion, with a net cash flow from operating activities of CNY 590 million, representing a year-on-year increase of 59.07% [2][3] - The global semi-trailer business generated revenue of CNY 3.26 billion, contributing a gross profit of CNY 530 million, with domestic semi-trailer sales increasing by 10.6% and revenue up by 5.1% year-on-year [3][4] - The company's EV·DTB business sold 6,000 units, achieving revenue of CNY 660 million and a gross profit of CNY 20 million, marking an 11.6% year-on-year increase in sales [3] Group 2: Market Development - The domestic semi-trailer market showed resilience, with sales driven by the "Starlink Plan" and "Rising Plan," resulting in a 10.6% increase in sales and a 5.1% rise in revenue [4] - The "Starlink" semi-trailer sales increased by 12.0%, with modular product sales accounting for approximately 40% of total sales [4] - In North America, the company sold 4,156 semi-trailers, generating revenue of USD 18 million, but faced a decline in sales and revenue due to supply chain disruptions and economic concerns [5][6] Group 3: Strategic Initiatives - The company is focusing on enhancing its supply chain resilience in North America by increasing local procurement and establishing backup supplies for key components from Thailand [6] - Plans to optimize asset structure and profitability include setting a return on equity (ROE) target to cover capital costs and improve asset efficiency [7][8] - The company aims to balance short-term and long-term goals by establishing a risk management system and monitoring market fluctuations, with a focus on long-term value creation [8]