Group 1 - The company expects a net profit of between 9 million and 11 million yuan for the period from January 1, 2025, to June 30, 2025, which represents a significant decline of approximately 90.16% to 91.95% compared to the same period last year, where the net profit was 111.82 million yuan [1] - The company's net profit attributable to shareholders is projected to be between 3.2 million and 4 million yuan, down from 110.24 million yuan in the previous year, indicating a decline of about 96.37% to 97.10% [1] - Basic earnings per share are expected to be between 0.0250 yuan and 0.0280 yuan, compared to 0.3017 yuan per share in the same period last year [1] Group 2 - The decline in revenue and gross profit in the digital city and transportation business segment is attributed to decreased customer demand and intensified industry competition, while the digital shipping and supply chain business is expected to maintain steady growth [2] - The company is focusing on enhancing its core digital capabilities and optimizing the structure of its city and transportation business through digital transformation, aiming to stabilize overall revenue despite the challenges faced [2]

Company Overview - Xinli Financial closed at 9.8 yuan, up 2.40%, with a rolling PE ratio of 142.88 times and a total market value of 5.025 billion yuan [1] - The company ranks 19th in the multi-financial industry, which has an average PE ratio of 72.48 times and a median of 27.97 times [1] - As of the first quarter of 2025, six institutions held shares in Xinli Financial, with a total holding of 146.5244 million shares valued at 1.451 billion yuan [1] Business Operations - Xinli Financial's main business includes financing leasing, microloans, software and information technology services, pawn services, financing guarantees, and supply chain services [1] - The company's primary products are financing leasing, microloans, pawn services, software and information technology services, financing guarantees, online lending information intermediary services, and supply chain services [1] - The company has been awarded the title of "Innovative Case of Sci-tech Leasing in the Yangtze River Delta" [1] Financial Performance - In the latest financial report for the first quarter of 2025, Xinli Financial achieved an operating income of 89.8757 million yuan, a year-on-year increase of 7.13% [1] - The net profit for the same period was 17.4284 million yuan, reflecting a year-on-year growth of 29.83% [1] - The sales gross margin stood at 81.55% [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Xinli Financial, which has a current stock price of 9.69 yuan and a rolling PE ratio of 141.27 times, significantly higher than the industry average of 73.21 times [1][2] - Xinli Financial's total market capitalization is reported at 4.968 billion yuan, ranking 19th in the multi-financial industry based on PE ratio [1][2] - As of March 31, 2025, Xinli Financial has 84,726 shareholders, an increase of 20,527 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1] Group 2 - The main business operations of Xinli Financial include financing leasing, microloans, software and information technology services, pawn services, financing guarantees, and supply chain services [1] - The latest quarterly report for Q1 2025 shows that Xinli Financial achieved operating revenue of 89.8757 million yuan, a year-on-year increase of 7.13%, and a net profit of 17.4284 million yuan, reflecting a year-on-year growth of 29.83%, with a gross profit margin of 81.55% [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 3、以上收入不含公司其他非物流业务收入。 公司2025年5月速运物流业务、供应链及国际业务合计收入为人民币251.13亿元，同比增长11.34%。其 中：（1）速运物流业务收入同比增长13.36%，业务量同比增长31.76%，保持良好增长态势，主要得益 于公司推进落实激活经营策略，加大对前线业务的授权与激励，助力业务实现较快增长；同时今年各大 电商平台618促销周期较去年提前，带动5月寄递需求增加。（2）国际货运代理业务的收入受到部分流 向的国际贸易关系波动影响，但公司依托全球网络优势与多元业务布局，灵活应对市场变化，积极挖掘 新需求，助力供应链及国际业务实现稳健增长。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 根据《深圳证券交易所上市公司自律监管指引第3号一一行业信息披露》的规定，顺丰控股股份有限公 司（以下简称"公司"）现披露2025年5月业务经营简报情况如下： ■ 注： 1、速运物流业务：主要包括公司的时效快递、经济快递、快运、冷运及医药、同城即时配送业务板 块。 2、供应链及国际业务：主要包括公司 ...

序号股票简称PE(TTM)PE(静)市净率总市值(元)13新力金融133.84151.044.3647.07亿行业平均 64.0265.281.63205.53亿行业中值28.4222.601.60174.39亿1江苏金租11.8612.111.43356.23亿2陕国投 A12.6312.810.95174.39亿3越秀资本13.2914.391.08330.13亿4国网英大16.2218.161.29285.92亿5渤海租赁 16.6521.830.62197.29亿6浙江东方19.6121.991.31205.95亿7瑞达期货21.1421.622.8982.73亿8中油资本 22.1619.970.91929.19亿9南华期货28.4228.433.14130.19亿10永安期货40.5535.711.60205.38亿11中粮资本 41.3222.601.26273.50亿12海德股份58.2734.222.12112.98亿 6月18日，新力金融今日收盘9.18元，下跌2.34%，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133.84倍，总市值47.07亿元。 从行业市盈率排名来 ...

自怡亚通上市以来，周国辉长期身兼董事长与总经理双重职务。此次周国辉突然辞去总经理一职，也是 公司总经理职位21年来首度换人，一度被外界解读为"被动调整"。 值得注意的是，今年4月18日，怡亚通曾发布公告显示，由于2021至2023年期间，公司在公司治理、财 务核算和信息披露等方面存在不规范操作，深圳证监局对公司采取责令整改措施的决定，同时对相关问 题负有主要责任的周国辉、莫京出具警示函。这或许与此次人事变动存在一定关联。 去年总营收下降17.8% 6月10日，深圳国资系供应链龙头怡亚通(002183.SZ)发布公告，公司创始人周国辉因"新时期发展需 要"辞去总经理职务，但仍保留董事长及董事会相关职务。这是自2004年怡亚通改制为股份有限公司以 来，总经理职位首次换人。接任者为公司元老级高管陈伟民，此前曾长期担任公司副董事长兼副总经 理，主管风控、法律及业务审核等核心领域，在怡亚通任职长达21年。 2个月前曾收到警示函 外界解读为"被动调整" 作为怡亚通的创始人和灵魂人物，周国辉在公司发展历程中扮演着举足轻重的角色。公开资料显示，周 国辉1965年出生于广东省梅州市五华县，拥有深圳大学电子与计算机专业本科学历以 ...

风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： ArthasYe 来源：雪球 28号8点半出门 ， 单纯参个会就赶回去了 ， 22点才到家 ， 以下是会议核心内容整理 ： 一 、 关键议案审议结果 利润分配与分红规划 通过2024年末期利润分配方案 ， 拟向全体股东每股派发现金红利1.03元 （ 含税 ） ， 分红总 额163.45亿 。 批准 《 未来三年股东分红回报规 （ 2025-2027年 ） 》 ， 明确维持稳定分红政策 ， 综合考 量盈利能力 、 资金成本及股东诉求 。 批准订造14艘18,500TEU型甲醇双燃料动力集装箱船 ， 总价30.8亿美元 ， 推进绿色低碳转型 。 减少公司注册资本 ， 并授权董事会回购A股/H股股份 ， 增强市值管理灵活性 。 财务与审计相关 通过2024年度财务报告及审计报告 ， 续聘信永中和为境内外审计机构 。 核准2025年度对外担保额度43.55亿美元 ， 支持子公司经营与融资需求 。 二 、 股东与管理层交流要点 市场展望与战略方向 管理层强调将聚焦 数字化供应链 和 绿色低碳 两大赛道 ， 优化全球资源布局 ， ...

《 长中短周期动量的考察角度和量化 》 《 成交量（金额）加权以后的标准化强度 》 短期和长期强度排序，是每天复盘必做的功课。短期排序显示当下最强的热点中最强的股票，长期排序显示长期趋势中当下最强的股票。用指标排序功能 选择OVS指标，再附加一个SSV指标，就可以一次性完成对所有股票的排序。一般我只取前50只票。 以下是昨天用短期OVS排序得到的TOP50个股，今天集合竞价后的涨幅排名，准确捕捉到了昨天稳定币题材的几只票。下面还有创新药的几只票。 以下是昨天用长期SSV排序得到的TOP50个股，今天开盘之后的涨幅排名，几只最牛的创新药赫然在列。 | 1 | 300204 舒泰神 | | 140.88 | -17.39 | 69.49亿 医药医疗-生物制品 | 产品销售 | 13.54 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2 | 603390 通达电气 | | 95.15 | -22.80 | 24.73亿 汽车-汽车零部件 | 车载智能系统系列, | 10.02 | | 3 | 300368 汇金股份 | | 39.41 | -18.70 ...

证券代码：002800 证券简称：天顺股份 新疆天顺供应链股份有限公司投资者关系活动记录表 | 投资者关系活动 | □特定对象调研□分析师会议 | | --- | --- | | 类别 | □媒体采访√业绩说明会 | | | □新闻发布会□路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 年 月 日 2025 5 23 (周五) 下午 15:00~18:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1.董事长兼总经理（代行财务总监）丁治平 | | 员姓名 | 2.董事会秘书 高翔 | | | 3.财务副总监赵志成 | | | 4.证券事务代表邓微薇 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： 1.公司在 2024 年通过控股股东合作及子公司设立的方式在 | | | 海南自贸区进行战略布局，未来在海南自贸区有哪些进一步的发 ...

Core Viewpoint - JD Logistics reported 1Q25 results that met expectations, with revenue growth driven by increased investment in product competitiveness and a focus on medium to long-term profit growth [1]. Revenue Performance - Total revenue for 1Q25 increased by 11% YoY to Rmb46.97 billion, with non-IFRS net profit rising 13% YoY to Rmb751 million [1]. - Revenue from the integrated supply chain business grew 13% YoY to Rmb23.2 billion, with JD.com contributing Rmb14.7 billion, a 14% YoY increase [2]. - Revenue from external customers rose 12% YoY to Rmb8.5 billion, with the number of customers increasing by 14% YoY to 63,601 [3]. - Revenue from express delivery and freight delivery industries increased by 10% YoY to Rmb23.8 billion, maintaining a high external revenue proportion of about 70% [4]. Cost and Expense Analysis - Operating costs rose 12% YoY, with specific increases in employee compensation (+14%), outsourcing costs (+18%), and other operating costs (+6%) [5]. - Gross margin decreased by 0.5 percentage points YoY to 7.2%, attributed to increased investments in transportation and delivery resources [5]. - Total expenses rose 1.3% YoY to Rmb3.18 billion, with the expense proportion in revenue decreasing by 0.7 percentage points to 6.8% [5]. Future Trends and Growth Drivers - The company is expected to enter a development phase in 2025, focusing on scale expansion and product upgrades, driven by channel integration with the Taotian platform and improvements in operational efficiency [6]. - Expansion of overseas warehouses is anticipated to unlock new market opportunities for the international business [7]. - Integration with Deppon's network is expected to enhance economies of scale [7]. Financial Forecast and Valuation - The non-IFRS net profit forecast for 2025 has been raised by 35% to Rmb8.54 billion, with a new forecast for 2026 at Rmb9.43 billion, reflecting a 10% YoY increase [7]. - The stock is currently trading at 8.5x 2025e and 7.6x 2026e non-IFRS P/E, with a target price of HK$18.5, indicating a potential upside of 57.3% [7].