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ST板块牛股成群,这些公司有摘帽潜力
Zheng Quan Shi Bao· 2025-09-29 04:52
10倍股隐藏其中。 今年已经出现了两只十倍大牛股,包括上纬新材和*ST宇顺。其中,上纬新材股价大涨主要是因为智元机器人题材的缘故,而*ST宇 顺股价飙升则是因为逐步进军人工智能算力领域。 从st板块整体表现来看,在连年下跌后,今年st板块出现了不小的反弹,年内累计涨幅超过22%,其中翻倍股就有多达9只。除了*ST 宇顺,还有*ST亚振、ST华通、ST信通、*ST亚太等。这些ST股能够走牛主要是因为转型预期和业绩,比如*ST亚振是收购了广西锆 业,而ST华通主要是业绩给力,上半年净利接近27亿元,同比暴增超129%。 对于摘帽的问题,ST广网9月26日在投资者互动平台回答称,公司将根据《上海证券交易所股票上市规则》有关规定,按期向上交所 申请撤销其他风险警示。ST广网还具有较强的转型预期。公司在年报中明确提出,扶持专业子公司聚焦公司主责主业培育核心竞争 力,与主业融合创新、相互赋能。在产业链上下游、网络视听、文化科技等领域开展并购重组。 值得一提的是,ST华通还有摘帽潜力。近期公司在投资者互动平台回答称,公司现已完成前期会计差错更正及追溯调整,后续公司将 在收到《行政处罚决定书》之日起满十二个月后及时提交摘帽申 ...
ST广网: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-26 13:14
Core Viewpoint - The report highlights the financial performance of Shaanxi Broadcasting Network Media Group Co., Ltd. for the first half of 2025, indicating a significant decline in revenue and net profit, primarily due to increased competition from new media and changing consumer habits [3][7][19]. Financial Performance - The company's operating revenue for the first half of 2025 was approximately 646.83 million yuan, a decrease of 24.58% compared to 857.62 million yuan in the same period last year [3][19]. - The total profit for the period was a loss of approximately 362.83 million yuan, slightly improved from a loss of 365.45 million yuan in the previous year [3][19]. - The net profit attributable to shareholders was approximately -360.46 million yuan, compared to -363.54 million yuan in the previous year [3][19]. - The net cash flow from operating activities was approximately 100.46 million yuan, down 33.27% from 150.54 million yuan in the previous year [3][19]. - The company's total assets decreased by 2.11% to approximately 10.53 billion yuan from 10.75 billion yuan at the end of the previous year [3][19]. Industry Context - The company operates in the "Information Transmission, Software and Information Technology Services" sector, specifically in "Telecommunications, Broadcasting, Television, and Satellite Transmission Services" [7]. - As the only legal cable television operator in Shaanxi Province, the company faces no direct competition from other local operators but competes with telecom operators and internet video service providers [7][19]. - The industry is undergoing significant changes due to the emergence of IPTV and internet television, necessitating a transformation in traditional broadcasting operations [7][19]. Business Strategy and Operations - The company is transitioning from a traditional cable television operator to a multimedia operator, focusing on integrated media services and a "cable + 5G" development model [7][19]. - The company has introduced various products and services, including high-definition digital television, 4K ultra-high-definition television, and interactive value-added services [7][19]. - The company aims to enhance its operational capabilities by improving business coordination and internal control management [8][9]. Challenges and Future Outlook - The company faces challenges such as user attrition in traditional cable services and the need to adapt to rapid technological changes [7][19]. - Despite the decline in revenue, the company has made efforts to reduce costs and improve operational efficiency, with some subsidiaries showing signs of profitability [7][19]. - The company plans to continue focusing on user retention and expanding its service offerings to adapt to changing market conditions [7][19].