Analogue 2025 Interim Results Net Profit Reaches HK$80.8 Million ACN Newswire

Analogue 2025 Interim Results Net Profit Reaches HK$80.8 Million

HONG KONG, Aug 29, 2025 - (ACN Newswire via SeaPRwire.com) - Analogue Holdings Limited (“Analogue” or the “Company”, together with its subsidiaries, the “Group”) (stock code: 1977), a leading provider of electrical and mechanical (“E&M”) engineering solutions, and information and communications technology services for smart cities, today announced its interim results for the six months ended 30 June 2025 (the “Period”) with contracts-in-hand achieving a record high of HK$13,085.0 million, providing a solid business foundation for the coming two years and beyond.Business Highlights- Revenue was HK$2,874.2 million with profit attributable to the owners of the Company at HK$80.8 million.- The total order intake increased by 39.8% year-on-year to HK$4,906.5 million. Within this, the intake of new maintenance contracts for infrastructure, housing programmes, and lifts and escalators increased 143.0% in the Period to HK$862.5 million, contributing to the recurrent revenue stream.- Overseas expansion was continually built on. The Group set up a new company in Germany for capturing opportunities in Europe and Central Asia, and our associate TEI opened a second branch in the southern part of the US.- Interim dividend amounted to HK2.60 cents per share.Chairman Dr Mak Kin Wah said, “We are pleased to report a record high in contracts‑in‑hand in the first half of 2025. Since early years, we have been engaging in research and development on our own and in collaboration with leading universities and international technology partners, which gives us the early-mover advantage in putting the fast-developing innovative technologies to effective use in the engineering industry. Leveraging continuous advancements in construction techniques and innovative technologies, and comprehensive engineering capabilities, we have won the recognition and support of customers in diverse sectors, including public and private housing, commercial and industrial development projects, environmental engineering, data centres, universities, as well as lifts and escalators.”“Our strong cash position (with HK$1,140.1 million and gearing ratio of 19.5%) positions us for taking on additional work as appropriate, and valuable opportunities arising in the market. We aim to stay agile in pursuit of opportunities across our wide base of business in Hong Kong, Macau and Mainland China. Additionally, with the presence we have already established in the UK, the US and other international markets, we are pursuing project and technical services opportunities in Europe, Asia, and the Middle East. We will tirelessly put into action our motto of ‘We Commit. We Perform. We Deliver.’, to maximise value for shareholders, suppliers and other stakeholders, while contributing to the wider communities we serve.”Business Review: Building Services- This segment remains as the largest revenue contributor, with revenue recorded at HK$1,565 million.- Competitive edge in multidisciplinary packaged projects and industry leadership in innovative MiMEP and other new engineering techniques were instrumental in securing major contracts. Contracts-in-hand were at a high level of HK$6,934 million.- With strategic investments to accelerate innovation and modern manufacturing facilities in Zhuhai and Hong Kong, the Group continues to lead in MiMEP and DfMA technologies.- Obtained the property management licence, which allows the Group to offer integrated solutions throughout the building lifecycle, from construction through maintenance and operations to long-term facility management, and to create a potential revenue stream that complements core services.Environmental Engineering- The revenue increased by 15.5% year-on-year to HK$717 million.- This segment secured the order intake of HK$966 million in 1H2025, including the award of a four-year water supply maintenance contract in the News Territories East region.- Maintained active tendering activities throughout 1H2025 with the award of many of the submitted tenders due for finalisation in phases later in the year.- In addition to the project opportunities in Asia and the Middle East, the segment is exploring opportunities to extend its expert services to European projects through a newly-established company in Germany.Information, Communications and Building Technologies (“ICBT”)- The revenue increased by 2.7% year-on-year to HK$303 million.- This segment continued to sustain its leadership in green and intelligent building solutions under the DigiFusion brand.- Continued to expand its technological reach through strategic collaborations with leading manufacturers in Mainland China and around the world, reinforcing its commitment to innovation and our ability to deliver scalable, high-performance solutions in diverse sectors.Lifts and Escalators- Order intake and revenue grew significantly by 26.8% to HK$341 million and by 20.9% to HK$289 million respectively.- The associate in the US secured the contract for the world-class vertical transportation system in the iconic 56-storey luxury hotel skyscraper on the border of Times Square in New York.- Machine-Room-Less lift products have gained significant traction in key international markets, including the US and South Korea, by virtue of their space-saving design, energy efficiency, simplified installation and low maintenance requirements.For further details of the 2025 Interim Results, please refer to the announcement filed with The Stock Exchange of Hong Kong Limited.About Analogue Holdings LimitedEstablished in 1977, Analogue Holdings Limited is a leading provider of electrical and mechanical (“E&M”) engineering solutions and information and communications technology (“ICT”) services for smart cities, with headquarters in Hong Kong and operations in Macau, Mainland China, the United States and the United Kingdom. Serving a wide spectrum of customers from public and private sectors, the Group provides multi-disciplinary and comprehensive E&M engineering and technology services in four major segments, including Building Services, Environmental Engineering, Information, Communications and Building Technologies (“ICBT”) and Lifts & Escalators.The Group also manufactures and sells lifts and escalators internationally and has entered into an alliance with Transel Elevator & Electric Inc. (“TEI”), one of the largest independent lifts and escalators companies in New York, the United States. The Group’s associate partner, Nanjing Canatal Data-Centre Environmental Tech Co., Ltd (603912.SS), specialises in manufacturing of precision Copyright 2025 ACN Newswire via SeaPRwire.com.
More
Black Spade calls for family offices to increase their focus on digital assets and emerging industries ACN Newswire

Black Spade calls for family offices to increase their focus on digital assets and emerging industries

HONG KONG, Aug 29, 2025 - (ACN Newswire via SeaPRwire.com) - Black Spade Capital Limited (“Black Spade”) recommends that family offices place stronger emphasis on mainstream digital assets, artificial intelligence (AI), and robotics-related funds, stocks or ETFs, as these three sectors are poised to become the core drivers of future economic growth. With the deepening of digitalization and intelligent technologies, traditional industries that integrate these emerging innovations can not only significantly boost productivity but also greatly enhance operational efficiency —helping businesses maintain a competitive edge in an increasingly fierce market.Recently, Mr. Dennis Tam, President and CEO of Black Spade attended a private meeting with renowned investor Ms. Catherine Wood, CEO and CIO of Ark Invest to explore cutting-edge trends within her investment portfolio. Ms. Wood has made forward-looking investments in areas such as AI, robotics, blockchain applications, energy storage, and cellular sequencing. Companies in these sectors are seen as having tremendous growth potential and represent key opportunities within the wave of technological advancement. Funds under her management are widely regarded as crucial investment portfolio for capturing the upside that innovation brings.Mr. Tam remarked that family offices should adjust their asset allocations based on their own risk tolerance level and make room for stocks or ETFs in these emerging industries which not only support their development but also to pursue higher returns. Ms. Wood also forecasted that by around 2030, the value of Bitcoin could reach USD1.5 million while Ethereum might rise to USD166,000 — reflecting her strong confidence in the future growth of cryptocurrencies. Mr. Tam believes that digital assets will gradually become a widely accepted new asset class and enter mainstream financial markets. Currently, although only less than 5% of investors have deep knowledge of this field, an increasing number of banks and government investment institutions are actively embracing the trend, creating strong market momentum.In summary, Black Spade Capital believes that family offices should act fast under the backdrop of changing times and proactively invest in funds, stocks and ETFs related to mainstream digital assets, AI, and robotics. In addition to driving future economic and technological development, these three sectors will also serve as key pillars for enhancing efficiency and competitiveness in traditional industries. Through scientific and rational asset allocation, family offices can not only improve investment returns but also participate in the next wave of the technological revolution.Photo caption: From the left: Mr. Dennis Tam, President and CEO of Black Spade and Ms. Catherine Wood, CEO and CIO of Ark InvestAbout Black Spade Capital Limited Black Spade Capital Limited is an established family office that manages the private investments of Mr. Lawrence Ho. Headquartered in Hong Kong, its global portfolio consists of a wide spectrum of cross-border investments as it consistently seeks to add new projects and opportunities to its investment mix. Black Spade’s investment strategy maximizes coverage of geographic regions and sectors whilst maintaining a portfolio of diversified asset classes, ranging from equity, fixed income, medical technology, leisure and culture, green energy, real estate to Pre-IPO investments. In August 2023, Black Spade Acquisition Co, a blank check company (SPAC) sponsored by Black Spade, completed a US$23 billion business combination with VinFast Auto Ltd. In 2024, Black Spade listed its second SPAC, Black Spade Acquisition II Co, which completed a business combination with global media and entertainment powerhouse The Generation Essentials Group in about 9 months in June 2025.Media Enquiries:Strategic Financial Relations LimitedVicky LeeTel: +852 2864 4834Email: vicky.lee@sprg.com.hk Iris Au YeungTel: +852 2114 4913Email: iris.auyeung@sprg.com.hkWebsite: www.sprg.com.hk Copyright 2025 ACN Newswire via SeaPRwire.com.
More

科技產業基礎+AI前瞻佈局組合拳 聯控半年純利大漲144%

香港,2025年8月29日 - (亞太商訊 via SeaPRwire.com) – 據香港財華社報道,近期港股市場震蕩上行後出現調整態勢,恒指於8月25日盤中觸及25,918.86點,創下近四年新高,科技股一度成為上行重要力量,但次日三大指數集體調整,這也反映了市場情緒開始趨於謹慎,以及對政策效果持續性和基本面實質改善的後期觀望態度。8月中下旬,港股中報密集披露,市場焦點從「預期」轉向「兌現」。業績超預期、指引上修的個股有望繼續受益,而這其中就包括筆者長期關註的,以產業運營與投資為主業的聯想控股(3396.HK)。業績公告顯示,聯想控股上半年收入2815.89億元(人民幣,下同),同比增長21%;凈利潤41.76億元,同比增長49%;歸母凈利潤6.99億元,同比錄得高達144%的大幅增長。公司表示,這歸因於產業運營板塊主要企業的盈利能力持續改善,以及產業孵化與投資板塊投資業務虧損同比收窄。除了突出的業績表現,上半年以來,聯控活躍的股價表現也能從側面反映出,公司得到了比以往更多的市場關註。比較集中的兩次大漲,分別受益於年初DeepSeek和具身智能成為市場關註點;以及7月至今,受A股上漲帶動,科技、醫藥等板塊表現活躍。由此不難看出,聯控在AI、醫藥等科技領域的投資佈局又一次站在了市場風向的前沿,同時依托企業本身的產業基礎,這套組合拳體現了公司戰略的韌性與前瞻性。夯實產業基礎 引領綠色發展文章開頭提到公司業績大漲受益於產業運營板塊主要企業的盈利改善,而這裏面最為突出的就是旗下的聯想集團。最新數據顯示,2025/26財年第一季度,聯想集團個人電腦業務表現強勁,市場份額創下24.6%的歷史新高;同時AI PC滲透率持續提升,在Windows AI PC類別中穩居全球第一,市場份額達31%;此外,聯想集團的多元化增長引擎也保持動力,非個人電腦業務的佔比進一步提升至48%,並持續維持高利潤率水平。此外,聯控也持續響應綠色發展的政策方向,旗下聯泓新科堅持以綠色技術引領綠色產業,目前新投產項目正逐漸進入產能釋放階段,其新佈局的綠色產業項目如超高分子量聚乙烯鋰電隔膜材料、碳酸酯鋰電溶劑、PLA等項目均已進入產能爬坡期,而EVA、POE光伏膠膜料和PPC項目計劃則將於2025年建成投產。從中可以看到,穩健的產業基礎始終是支撐聯控業績穩中有升的重要基石,預計來自多方面的增長動力將進一步提升其未來盈利能力。持續深耕AI領域 領先佈局具身智能能夠把握住資本市場的風口,受到科技板塊本輪上漲趨勢的帶動,也離不開聯控對於當下科創核心競爭領域——人工智能的領先佈局與持續深耕。公開資料顯示,聯控體系近年來一直加大在人工智能的佈局和應用推廣,並致力於構建AI+應用生態圈,目前已累計投資AI企業超270家,是當下在AI投資領域體系最完整、企業數目最多、持續時間最長的投資機構之一。與此同時,聯控圍繞「人工智能+」行動,在AI與科技、產業、消費、民生、治理及全球合作六個重點領域的融合上,都有代表性案例。諸如被投企業百圖生科上半年發佈了全球首個AI生命科學基礎大模型驅動的生成式發現系統,華翊量子研發了世界首個基於二維離子量子比特陣列的通用離子阱量子計算技術架構,圖靈量子則參與建設了國內首個量子人工智能計算中心。上半年,聯想集團還推出了自研的超級智能體矩陣,面向製造業、農業、企業需求等多個領域。現階段,超級智能體已嵌入到聯想的產品中,並成功與頭部企業和代表性城市落地業務合作。與此同時,AI領域的下一個風口也已顯現。4月發佈的《2025人形機器人與具身智能產業研究報告》指出,預計到2030年,我國具身智能市場規模將達1037.52億元,佔全球市場比重近半,達到44.6%。而聯控及旗下成員企業通過自主研發、股權投資等方式,一早已實現了在該新興領域從上遊核心技術到中遊機器人本體製造再到下遊應用落地的多元化佈局。以聯控體系所投企業星動紀元打造的端到端原生機器人大模型ERA-42為例,這款具身智能通用大模型具備強大的泛化、自適應和規模化能力,結合星動紀元為AI打造的全新硬件平台,可以快速實現具身智能體軟硬件協同進化和商業化落地。聯想集團打造的聯想晨星機器人則已經能夠為工業應用提供高效智能的解決方案,幫助國家電網、中煙集團等工業製造企業在多個場景下實現高效安全作業。目前,聯控在具身智能領域的投資企業已達40家,位列行業前沿,這一高效佈局不僅斬獲了資本市場的關註與認可,筆者看來也將同樣為公司帶來長遠的效能釋放。聚焦科技創新研發 加速實現資源回流研發投入一直是聯控聚焦的重心,半年報數據顯示,公司持續加大技術研發和創新投入力度,上半年研發投入同比增長16%至85.13億元,再創半年歷史新高。除了研發投入,這家公司也始終專註於技術攻堅,目前與中國科學院相關院所共同開發的相關課題被國家科學技術部列入了國家重點研發計劃,正在開展的PEEK(聚醚醚酮)相關技術開發則在醫療、半導體、人形機器人等高端新興領域具有廣闊發展前景。正如聯想控股副總裁、前瞻技術研究院院長于浩早前在接受新華社采訪時所表示,長期研發投入和技術自主化攻堅,共同構成了聯想控股在科技創新發展之路上不可或缺的關鍵詞。從目前的情況來看,一方面資本市場前期動蕩對該公司公允價值造成的不利影響,已隨著大市環境的回暖與公司投資虧損的收窄而不斷改善;另一方面,接下來更值得投資者與市場關註的,是聯控聚焦科技主業、剝離非核心資產的進度。據筆者觀察,近年來聯控持續優化投資組合,回籠投資資金,自2022年以來,公司通過分紅和退出方式累計回流現金超270億元,有力地支持了公司對科技創新的前瞻性投入和佈局。隨著科技創新引領高質量發展的戰略不斷推進,聯控進一步加速實現資源回流,今年上半年通過分紅和退出的方式共計回流現金35億元。與此同時,回流資金也被用於進一步聚焦主業,上半年新投和追加投資中國科技企業超50家,以此形成了能夠持續提高公司投資效率、強化科技創新整體佈局的良性閉環。從堅實穩健的產業基礎盤,到長期耕耘的科創前瞻佈局體系,聯控可以說不僅走得穩,也一直走在市場的前沿。而目前,該公司正處於推進轉型和價值重塑的關鍵時期,上半年取得的成績也進一步證實了聯控的戰略眼光和運營實力。值得投資者期待的是,在其深化「科技創新、產業運營」戰略的良性節奏推動下,聯想控股將能夠繼續強化其產業協同和資源整合能力,優化資源配置的顯性與長期價值,從而有望進一步提升估值空間,釋放增長勢能。 Copyright 2025 亞太商訊 via SeaPRwire.com.
More

海通恒信中期業績公佈:經營質效持續提升 資產結構進一步優化

香港,2025年8月29日 - (亞太商訊 via SeaPRwire.com) – 8月29日,海通恒信(1905.HK)公佈2025年中期業績。2025年上半年,海通恒信實現收入總額及其他收入、收益35.21億元(人民幣,下同),期間溢利7.85億元。截至2025年6月30日,公司資產總額達1,111.31億元,與上年末相比基本持平,權益總額203.73億元,較上年末增長2.0%。上半年,海通恆信立足租賃本源,緊扣服務國家戰略與實體經濟主線,扎實做好金融「五篇大文章」,業務保持穩健,高質量發展基礎不斷夯實。公司長期重視股東回報,擬派發中期股息每10股0.42元,與股東共享發展成果。期內,海通恒信持續強化資產配置導向功能,制定兼具前瞻性與可行性的資產配置策略,大力拓展先進製造、綠色租賃、數字經濟、科創租賃等戰略新興領域業務,資產規模穩健且結構持續優化。上半年,海通恆信先進製造業務新增投放72.03億元,同比增長37.2%;綠色租賃業務新增投放34.04億元,其中新型能源投放同比增長18.0%;優化數字經濟領域業務佈局,數字經濟業務新增投放人民幣5.50億元;科創租賃業務新增投放人民幣26.06億元,其中專精特新新增業務投放人民幣12.56億元,同比增長41.3%。同時,海通恆信持續探索創新融資模式,融資成本有效降低。2025年上半年成功落地行業首單掛鈎「ESG+兩重兩新」的銀團貸款,與新開發銀行、中國銀行共同簽署環保專項銀團貸款,成功發行綠色資產支持計劃及數字經濟科創債。2025年上半年,公司的計息負債平均付息率為2.94%,較上年同期下降了0.59個百分點。資產質量方面,得益於資產結構的優化以及加強風險管理,期末海通恆信不良資產率1.16%,較上年末下降0.01個百分點,撥備覆蓋率310.49%,風險抵禦能力強勁。未來,海通恒信將深化與國泰海通證券協同,積極融入集團企業客戶服務體系,同時借助國泰海通集團「投行 — 投資 — 投研」體系,加快產業化轉型,不斷提升核心競爭力,邁向發展新征程。 Copyright 2025 亞太商訊 via SeaPRwire.com.
More

AI築基 創新賦能 聯想控股2025上半年歸母淨利6.99億

香港,2025年8月29日 - (亞太商訊 via SeaPRwire.com) – 聯想控股股份有限公司(「聯想控股」或「公司」;股份代號:3396.HK)於今日公佈截至2025年6月30日止6個月(「報告期」)未經審計簡明綜合中期業績。2025上半年,聯想控股繼續堅持科技創新引領高質量發展主線,穩中求進,產業基礎得到進一步夯實;同時公司持續加強科創領域投入,積極培育新興產業和未來產業,加快發展新質生產力以強化企業核心競爭力。報告期內,聯想控股實現收入2,815.89億元(人民幣,下同),同比增長21%;凈利潤41.76億元,同比增長49%;歸屬於本公司權益持有人凈利潤6.99億元,同比增長144%,受益於產業運營板塊主要企業的盈利能力持續改善,同時產業孵化與投資板塊投資業務虧損同比收窄。加大研發 深化佈局聯想控股以科技創新推動產業創新,在加快鞏固傳統優勢產業的同時,積極開辟新領域,特別是人工智能、新材料、新能源、生物醫藥等前沿領域的佈局,培育具有國際競爭力的新興產業。報告期內,公司持續加大科研和創投力度,研發投入同比增長16%至半年新高的85.13億元。旗下聯想集團牢牢把握混合式人工智能崛起機遇,憑藉前瞻佈局和高效執行,以創新成果驅動各業務協同共進。聯泓新科研發創新持續取得新進展,報告期內新增授權專利22項。其固態電解質分散劑、矽碳負極粘結劑等新型電池關鍵功能材料通過下遊客戶試用驗證;開發出了多款聚烯烴新型催化劑;完成了15個新產品的開發以及PEEK(聚醚醚酮)產品中試,在醫療、半導體、人形機器人等高端新興領域具有廣闊發展前景。在戰略性新興產業和未來產業佈局方面,聯控體系支持國家科技自立自強,上半年累計投資科技項目超50個;推動5家企業登陸資本市場,另有超10家企業進入上市程序;在市場較為關註的醫藥醫療和具身智能領域,投資企業數分別超110家和40家,均位列行業領先水平。AI築基 產研共生通過多層次體系化的科技創新,聯想控股一如既往地積極推動AI賦能千行萬業,圍繞「人工智能+」行動,在AI與科技、產業、消費、民生、治理及全球合作六個重點領域的融合上,都有代表性案例。報告期內,聯想集團推出自研超級智能體矩陣,標誌性科技產品全球領先,AI PC目前已佔到聯想集團個人電腦總出貨量30%以上,在Windows AI PC類別中,以31%的市場份額穩居全球第一;AI服務器增長同比翻三倍,繼續位列全球前列;面向AI終端的「天禧生態」、面向AI基礎設施的「萬全生態」和面向AI解決方案及服務的「擎天生態」已與超過2,000家夥伴展開深入合作,讓創新AI技術、產品與應用加速滲透。旗下聯泓新科、富瀚微、拉卡拉等企業也在全力推動AI落地,豐富行業優秀實踐,例如富瀚微積極推動技術升級和產品叠代,推出了超高像素陣列產品、基於AI-ISP算法的低照度全彩攝像機等。同時,公司致力於構建AI+應用生態圈,累計投資AI企業超270家,是目前該領域體系最完整、企業數目最多、持續時間最長的投資機構之一,不斷推動中國AI生態的可持續發展。向綠而行 質效雙升「生態優先、綠色發展」是聯想控股始終堅持的理念,並將其充分融入到業務發展之中。聯想集團再獲MSCI ESG評級最高等級AAA級;其推出的ESG解決方案「樂循」,能夠幫助客戶監測工廠關鍵ESG指標;天津園區還榮獲CESI Certification頒發的「生態級碳中和工廠」證書。聯泓新科新佈局的綠色產業如超高分子量聚乙烯鋰電隔膜材料、碳酸酯鋰電溶劑、PLA等項目均進入產能爬坡期,EVA、POE光伏膠膜料和PPC項目計劃於2025年建成投產。正奇光能的高效N型電池片項目持續推進技術改進與工藝優化,TOPCon量產效率提升至27.10%,良率穩定在97.5%以上,躋身行業第一梯隊。未來,聯想控股將進一步深化科技創新引領高質量發展,鍛造產業韌性,優化資源配置,積極推動人工智能科技創新與產業創新深度融合發展,構建企業主導的「產學研用」協同創新體系,不遺余力地培育戰略性新興產業和未來產業,為中國式現代化和國家科技自立自強做出更大貢獻。 Copyright 2025 亞太商訊 via SeaPRwire.com.
More

陽光保險中期業績:壽財險雙輪驅動價值抬升 長期增長韌性充足

香港,2025年8月29日 - (亞太商訊 via SeaPRwire.com) – 隨著中國保險業加速邁向高質量發展,市場對具備穩健經營能力與長期價值潛力的保險公司持續關注。作為行業內民營險企代表,陽光保險(6963.HK)以壽險和財險雙輪驅動,構建均衡發展的業務格局,保費收入增長,內含價值持續提升,綜合投資價值愈發凸顯。業績報告顯示,2025年上半年,陽光保險實現總保費收入808.1億元,同比增長5.7%。實現保險服務收入324.4億元,同比增長3.0%。實現歸屬於母公司股東的淨利潤33.9億元,同比增長7.8%。與此同時,公司內含價值進一步提升,達到1,284.9億元,較上年末增長11.0%,價值成長確定性持續強化。壽險業務強化資負聯動 價值創造能力持續增長報告表示,陽光保險前瞻性應對利率下行,深化資產負債聯動,有序推進業務結構調整,有效壓降負債成本,為公司長期可持續發展奠定基礎。2025年上半年,壽險業務實現保費收入554.4億元,同比增長7.1%;壽險內含價值1,062.0億元,較上年末增長13.8%;合同服務邊際餘額560.8億元,較上年末增長10.3%。在最據代表性的指標NBV方面,陽光保險延續增長態勢,壽險新業務價值40.1億元,同比增長47.3%。個險業務方面,陽光人壽延續「一身兩翼」戰略,加速推動業務結構優化和銷售隊伍轉型。上半年,個險總保費同比增長12.1%,浮動收益型產品與保障型產品佔比超50%。銀保業務持續深化價值發展戰略,堅定不移推進業務轉型升級,產品結構顯著優化。上半年新單期繳保費中浮動收益型產品佔比27.1%,提升11.0個百分點。從產品結構來看,包括傳統型壽險、分紅型壽險在內的壽險產品保費收入同比增加8.4%。對此,市場分析人士認為隨著其產品結構向長久期、續期佔比更高的傳統型以及兼具保障與投資功能的分紅型產品傾斜,有望繼續抬升NBV斜率,並穩定負債成本,進一步強化公司價值創造能力。財險承保盈利同比改善 資產端延續穩健表現財險業務方面,報告顯示,陽光財險以「生命表工程」為核心抓手,不斷提升風險定價、資源配置、成本管理能力,業務規模平穩增長,業務結構持續優化,盈利能力穩步增強。2025年上半年,財險業務實現原保費收入252.7億元,同比增長2.5%。車險、非車險結構持續優化,車險中家用車保費佔比增至65.3%,同比提升3個百分點;非車險保費收入同比增長12.5%,佔比50.6%,同比提升4.5個百分點。承保綜合成本率優化至98.8%,同比優化0.3個百分點;承保利潤同比提升,達到2.9億元。資產端,陽光保險持續深化資產負債的超常聯動管理,在過往高基數基礎上,延續穩健增長。2025年上半年,公司總投資資產規模5,918.6億元,實現總投資收益107.0億元,同比增長28.5%;實現綜合投資收益163.3億元,同比增長9.2%,年化綜合投資收益率保持在5.1%的較好水平 。中期業績發佈後,多家機構發佈研報,對陽光保險業績表現給予積極評價。其中,民生證券表示陽光保險壽險業務穩健增長,價值創造能力持續向好,財險堅持「穩中求進」發展理念,業務有望保持較快增長,綜合成本率和承保盈利有望不斷優化,維持公司「推薦」評級。中金公司指出公司壽險NBV以及合同服務邊際餘額快速增長,新業務產品結構優化,財險承保迎來改善,投資同比表現穩健,維持公司「跑贏行業」評級。展望後市,保险板块有望持续演绎「资负共振」逻辑。資產端,政策組合拳推動市場改革持續深化,資本市場發展態勢長期向好,險企投資收益率有望穩而有進。負債端,人身險預定利率進一步下調,有助於降低負債成本,推動人身險高質量發展;同時,消費提振政策推動乘用車銷售市場預期擴張,利好財險保費收入持續增長,行業整體有望持續打開估值增長空間。 Copyright 2025 亞太商訊 via SeaPRwire.com.
More
安樂工程公佈2025年中期業績 淨利潤達80.8百萬港元 ACN Newswire

安樂工程公佈2025年中期業績 淨利潤達80.8百萬港元

香港,2025年8月29日 - (亞太商訊 via SeaPRwire.com) – 領先的機電工程與智慧城市的資訊及通訊科技服務供應商安樂工程集團有限公司(「安樂工程」或「公司」,連同附屬公司統稱(「集團」))(股份代號:1977),今天宣佈截至2025年6月30日止六個月(「回顧期內」)的中期業績。集團手頭合約錄得歷史新高達130.85億港元,為業務在未來兩年及往後打下穩固的基礎。業務摘要- 收益為28.742億港元,本公司擁有人應佔溢利為8,080萬港元。- 訂單額按年增加39.8%,達49.065億港元。其中的新增維修保養合約,涵蓋基建、房屋項目和升降機及自動梯在回顧期內增加143.0%,達8.625億港元,為經常性收入作貢獻。- 海外業務持續進展。集團已在德國成立一家新公司以抓緊在歐洲及中亞的商機,而集團的聯營公司TEI則已於美國南部開設第二家分公司。- 中期派息每股2.60港仙。主席麥建華博士表示:「我們十分欣喜2025年上半年的手頭合約創下新高。集團早年已開始自主研發,並與領先的大學及國際技術夥伴合作,正好以工程範疇先行者的優勢,更有效地應用高速發展中的高新科技於工程業界中。憑著提升建設技術和創新科技,以及綜合的工程能力,我們在各不同範疇,包括公私營房屋、工商發展項目、環境工程、數據中心、大學、和升降機及自動梯等,均贏得客戶的認可及支持。」「強勁的現金流(達11.401億港元,負債比率為19.5%)令我們有實力承接更多合適的項目,並把握市場的其他寶貴商機。我們致力保持靈活,在香港、澳門和中國內地涵蓋廣闊範疇的業務基礎中把握機遇。此外,憑藉我們在英國、美國及其他國際市場已建立的業務據點,我們將繼續在歐洲、亞洲及中東尋找項目及技術服務商機。我們將竭力實踐我們『重承諾、慎履行、獻成果』的座右銘,為股東、供應商和其他持份者創造最大價值,同時為我們所服務的更廣泛社區作出貢獻。」業務回顧:屋宇裝備工程- 此業務板塊繼續對集團的收益貢獻最大,收益達15.65億港元。- 擁有涵蓋多專業的綜合項目實力,又在創新的機電裝備合成法和其他新工程技術中領先,這些競爭優勢,持續對取得重要合約起了關鍵性的作用。手頭合約價值維持在高水平,達69.34億港元。- 憑藉策略性投資以加快創新,並在珠海和香港發展現代化建造設施,集團得以在機電裝備合成法和裝配式設計的技術繼續領先。- 成功取得的物業管理牌照,讓集團能為建築週期內不同環節,從建造、維修保養及營運,至長期設施管理提供全套解決方案,並開拓配合核心服務的潛在收益來源。環境工程- 收益按年增加15.5%至7.17億港元。- 此業務版塊的新增訂單額於2025年上半年為9.66億港元,新增合約涵蓋於新界東地區為期四年的供水維修保養。- 於2025 年上半年的投標活動保持活躍,多項已投標的項目會於年內稍後時間分階段敲定中標情況。- 除了在亞洲和中東的項目機遇外,此業務版塊亦正探索機會,藉著在德國新成立的公司,將其專業服務擴展到歐洲的項目。資訊、通訊及屋宇科技(「ICBT」)- 收益按年上升2.7%至3.03億港元。- 此業務版塊繼續以DigiFusion品牌保持其在綠色及智慧屋宇解決方案方面的領導地位。- 打造與中國內地及環球各領先生產商的策略合作,不斷擴大技術覆蓋範圍,加強在不同範疇能提供可擴大規模的高效解決方案。升降機及自動梯- 訂單額和收益分別顯著提升26.8%至3.41億港元和20.9%至2.89億港元。- 美國聯營公司取得聳立於紐約時代廣場旁,地標性56層摩天豪華酒店的世界級垂直運輸系統的合約。- 無機房升降機產品憑藉其節省空間的設計、高能源效益、簡便安裝和低保養要求等特點,在包括美國和南韓的主要國際市場獲得了顯著的進展。有關2025年度中期業績詳情,請參閱已呈交香港聯合交易所有限公司的公告。關於安樂工程集團有限公司安樂工程集團有限公司成立於1977年,為領先的機電工程與智慧城市的資訊及通訊科技服務供應商,總部設於香港,業務遍及澳門、中國內地、美國及英國。本集團為不同行業,包括公共和私營的客戶,提供跨專業、綜合性的機電工程和技術服務,涵蓋屋宇裝備工程、環境工程、資訊、通訊及屋宇科技(「ICBT」),以及升降機及自動梯等四大業務板塊。本集團同時製造及向全球銷售升降機及自動梯,並與美國紐約最大獨立升降機及自動梯公司之一的Transel Elevator & Electric Inc.(「TEI」)達成夥伴關係。本集團的聯營公司南京佳力圖機房環境技術股份有限公司(603912.SS)專門製造精密空調設備。 Copyright 2025 亞太商訊 via SeaPRwire.com.
More
黑桃資本倡議家族辦公室提升對數字資產及新興行業關注 ACN Newswire

黑桃資本倡議家族辦公室提升對數字資產及新興行業關注

香港,2025年8月29日 - (亞太商訊 via SeaPRwire.com) – 黑桃資本有限公司(「黑桃資本」)建議家族辦公室應高度關注主流數字資產、人工智能(AI)及機械人相關的基金、股票或ETF,因為這三大領域將成為未來經濟增長的核心驅動力。隨著數字化與智能化的深入推進,傳統行業若能融合這些新興技術,不僅能顯著提升生產力,更能大幅提高運營效率,助力企業在激烈競爭中保持優勢。黑桃資本總裁兼首席執行官譚志偉先生近日參加了與知名投資人、Ark Invest 的首席執行官兼首席投資官Catherine Wood女士的專屬會議,深入探討其投資組合中的前沿趨勢。Catherine Wood女士在AI、機械人技術、區塊鏈應用、能源儲存及細胞序列(Cellular Sequencing)等領域進行了前瞻性布局,這些領域的企業未來成長潛力巨大,被視為科技浪潮中的重要機遇。她管理的基金被廣泛認為是捕捉科技紅利的重要資產組合。譚先生指出,家族辦公室應根據自身的風險承受能力,合理調整資產配置,為這些新興行業的股票或ETF預留空間,既支持其發展,也爭取更高回報。Catherine Wood女士還預測,到2030年左右,比特幣(Bitcoin)的價值有望達到150萬美元,而以太幣(Ethereum)則可能升至16.6萬美元,顯示她對虛擬貨幣未來增長的強烈信心。譚先生認為,數字資產將逐步成為全球廣泛接受的新型資產類別,並進入主流金融市場。雖然目前僅有不到5%的投資者深入了解這一領域,但越來越多的銀行和政府投資機構正在積極擁抱這一趨勢,形成快速增長的市場勢頭。總而言之,黑桃資本認為,家族辦公室應迅速響應時代變革,積極布局主流數字資產、人工智能和機械人相關產業的基金、股票及ETF。這三大領域不僅將推動未來經濟和科技發展,還提升傳統行業效率與競爭力的關鍵支柱。通過科學合理的資產配置,家族辦公室不僅能有效提升投資回報,還能參與並下一輪科技革命浪潮。圖片說明: 左起: 黑桃資本總裁兼首席執行官譚志偉先生及Ark Invest首席執行官兼首席投資官Catherine Wood女士有關黑桃資本有限公司黑桃資本有限公司乃何猷龍先生的家族辦公室,負責管理何先生的私人資產及財富項目。總部設於香港,公司的全球投資組合包涵廣泛的跨境投資項目,而公司亦致力發掘新的投資機遇。黑桃資本的投資策略旨在廣泛覆蓋地理區域及行業,同時保持多元化資產類別,投資組合包括股票、債券、房地產、醫療科技、文化產業、綠色能源和上市前投資的項目。2023年8月,黑桃資本發起的空白支票公司 (SPAC) Black Spade Acquisition Co與VinFast Auto Ltd完成了230億美元的業務合併。2024年,黑桃資本發起的第二家SPAC Black Spade Acquisition II Co上市,並於約9 個月後的2025年6月成功與全球領先媒體及娛樂巨頭The Generation Essentials Group完成業務合併。傳媒垂詢:縱橫財經公關顧問有限公司李惠兒電話:+852 2864 4834電郵:vicky.lee@sprg.com.hk 歐陽蔚雯電話:+852 2114 4913電郵:iris.auyeung@sprg.com.hk網址:www.sprg.com.hk Copyright 2025 亞太商訊 via SeaPRwire.com.
More
正力新能公佈2025年中期業績 淨利潤超人民幣2.2億元 實現大幅增長 ACN Newswire

正力新能公佈2025年中期業績 淨利潤超人民幣2.2億元 實現大幅增長

香港,2025年8月29日 - (亞太商訊 via SeaPRwire.com) – 2025年8月28日,江蘇正力新能電池技術股份有限公司(「正力新能」或「本集團」,股份代號:3677.HK)發佈2025年中期業績,受益於主營業務動力電池銷售收入增長,本集團上半年實現收入31.72億元(人民幣,下同),同比增長超71.9%;綜合毛利率17.9%,躋身行業第一梯隊;淨利潤2.2億元,同比增加3.5億元,實現扭虧為盈。上半年動力電池裝機量7.83GWh,同比增幅超99.24%,其中乘用車出貨量達7.63GWh,同比增幅110.77%,上半年國內乘用車動力電池裝機量排名攀升至第7,6月份單月乘用車動力電池裝機量排名第6。今年上半年,正力新能動力電池業務銷售收入和裝機量均大幅提高,同比增長超過了80%。本集团目前已和頭部車企建立廣泛合作,包括一汽紅旗、零跑汽車、上汽智己、上汽乘用車、上汽通用、上汽通用五菱、廣汽傳祺、廣汽豐田等。除了與上述客戶推出的新車型項目展開合作並量產,正力新能還獲得了一汽大眾、上汽大眾、安徽大眾增程新项目的定點。動力電池業務增長迅速 高度聚焦形成高質量客戶群正力新能上半年營業收入保持了高速增長,毛利率相較去年同期實現較大提升。尤其在主營業務動力電池領域,得益於本集团高度聚焦經營理念,在持續深耕的乘用車市場已形成多層次優質客戶群,成為國內外頭部車企及造車新勢力多款核心熱銷車型的獨供或最大供應商,帶動營業收入同比增速位居行業前列。2025年1-6月,正力新能動力電池業務營業收入同比從16.41億元增長至29.85億元,增幅81.9%,動力電池毛利率從11.1%增長至18.3%,展現出了在動力電池市場上的競爭力。同時,在運營管理上,本集團通過持續推進的提質增效,期間費用相較去年同期有較大下降。營業收入快速增加、毛利率提升疊加費用率降低,進一步帶動了淨利潤表現的轉好,2025年1-6月,正力新能實現淨利潤2.2億元,相較去年同比增加3.5億元,成功實現了同期半年度淨利潤的轉正,為全年積極的財務表現奠定了良好的基礎。對於下半年市場行情,本集团认为,客戶訂單需求旺盛,產線滿負荷運行,產品換型較少,預計全年出貨量將達到18-20GWh,同比增長約50%,且新產線已獲客戶定點。發力航空動力電池 前瞻佈局「陸海空」全場景應用在研發和創新方面,本集團近期發佈的第二代「三高一快」航空動力電池,採用超高鎳三元和雙重半固態技術,兼顧「高安全、高能量密度、高倍率、快充」於一體,同時獲得了航空航天質量管制體系認證和民航局適航認證,並且實現了國內首家固定翼載人電動飛機動力電池的量產交付。低空經濟作為國家戰略性新興產業,航空電池領域市場潛力巨大,本集團有信心能夠抓住電動航空這一新興市場的發展機會,前瞻性佈局「陸海空」全場景應用。而在乘用車領域,本集團也依託全場景、多路徑的產品組合,發佈多個覆蓋不同化學體系的行業領先水平動力電池產品,包括45℃永不熱擴散三元電池,5C超充三元電池,190Wh/kg高能量密度磷酸鐵鋰電池。目前以上三款產品也已全部實現量產交付,以全方位自主研發,打造核心技術。在前沿技術方面,正力新能正在推進固態電池、鋰金屬電池、鈉離子電池及平均8C快充電池研發等。在全固態電池方面,本集團採取以硫化物固態電解質為主的技術路線,正在推進百兆瓦時全固態電池中試線的建設,預計明年上半年投入使用;鋰金屬電池能量密度已達400Wh/kg;鋰離子電池實現170Wh/kg,-40°C低溫容量保持率91%。以市場需求驅動 穩健擴張產能在產能建設方面,正力新能一直堅持以市場需求驅動,穩健擴張產能的策略,目前本集團於江蘇常熟新建總25GWh汽車動力鋰電池項目一期10GWh工程已在6月份順利封頂,該新增產能一期項目將於今年四季度投產,進一步滿足客戶不斷增長的訂單需求。該項目採用新一代柔性數智化生產製造系統,具備柔性製造、快速換型和軟件定義等特點,滿足正力新能以標準化電芯形態適配差異化電化學體系,打造平台化電池包的先進生產制程。年底新建產能的投用,也將進一步助力正力新能以高效率產能靈活應對市場變化。面向未來,正力新能將持續打造全場景、多路徑的高品質產品組合,持續拓展優質客戶,穩健擴充產能,探索前沿技術加速產品迭代,助力全球交通電動化進程,為股東、客戶及社會創造長期價值。有關江蘇正力新能電池技術股份有限公司(3677.HK)江蘇正力新能電池技術股份有限公司是專業從事鋰離子動力電池和儲能電池研發、生產及銷售的國家高新技術企業,致力於成為覆蓋陸海空應用全場景的綠色能源新質生產力領先企業,通過持續不斷地改進電池技術,為全球鋰離子動力和儲能領域提供數字化精準高效的新能源解決方案。正力新能以技術創新為引領,依託電芯形態標準化、電池系統平台化、化學體系差異化的技術路線和產品矩陣,加速推進電化學在陸海空電動化的大規模應用,提供從電芯、模組、電池包、電池簇、電池管理系統的一體化方案,產品體系覆蓋了BEV、PHEV、EREV及HEV,儲能、航空動力電池等多個細分市場。正力新能始終堅持「以覆蓋陸海空應用場景的前瞻技術,構築世界能源可持續未來」為使命,用一顆電芯,串聯起陸海空全場景電動化的零碳征程。 Copyright 2025 亞太商訊 via SeaPRwire.com.
More
小黃鴨德盈公佈2025年中期業績 收益創新高 同比增37.38% 戰略收購Hidden Wooo加速潮玩賽道佈局 ACN Newswire

小黃鴨德盈公佈2025年中期業績 收益創新高 同比增37.38% 戰略收購Hidden Wooo加速潮玩賽道佈局

香港,2025年8月29日 - (亞太商訊 via SeaPRwire.com) – 小黃鴨德盈控股國際有限公司(「小黃鴨德盈」或「集團」),股份代號:2250)欣然宣佈截至2025年6月30日止六個月(「期內」或「上半年」)之未經審核中期業績。期內,集團收益達8,231.4萬港元,同比增長37%,創下歷史同期新高。在IP行業受到高度關注和認可的背景下,集團持續深化「IP+商品零售」、 「IP+實景文旅」、 「IP+角色授權」業務協同,積極推進戰略升級與生態擴張,為全年高質量發展奠定堅實基礎。業務動能強勁 IP生態驅動高質量成長得益於實景娛樂授權及自營城市樂園項目門票收入的增長,小黃鴨德盈角色授權業務收益由2024年上半年的2,632.5萬港元大幅上升46%至2025年上半年的3,844.0萬港元;隨著自營商品線的擴充及銷售渠道的拓展及推廣,商品零售及其他業務收益亦由2024年同期的3,359.0萬港元增長31%至4,387.4萬港元,反映了集團在產品規劃及渠道推廣方面的佈局已初見成效。IP授權業務繼續領跑行業,生態優勢進一步鞏固。截至2025年6月30日,集團已與577家被授權商建立合作關係,較2024年底的530家持續增加,授權產品SKU總數超過5萬件,覆蓋玩具、服裝、3C數碼、家居用品、食品飲料等多元消費場景。集團通過嚴格的授權管理與品質控制,確保IP形象的一致性的同時,借助被授權商的渠道優勢,實現IP品牌的全域觸達。商品零售業務方面,集團自2015年於天貓設立首間線上旗艦店後,逐步擴展至京東、唯品會、拼多多、小紅書、抖音等國內主流平台,並自2022年起進軍泰國、印尼及美國市場,現於Lazada、TikTok及亞馬遜等國際電商平台經營店舖。2025年上半年,集團加強在電商平台的推廣投入,並積極擴展中國及東南亞市場,推動商品零售業務顯著成長。實景文旅業務作為集團戰略佈局的重要一環,取得突破性進展。集團與貴州黃果樹旅遊區共同開發運營的「貴州黃果樹小黃鴨主題漂流項目」於7月正式開業,該項目以B.Duck小黃鴨 IP全方位賦能規劃設計、經營配套及周邊產品銷售,提供集漂流、美食、樂園、露營及樹屋住宿於一體的綜合體驗,開業後迅速成為區域旅遊新地標。此外,集團在國內外已落地運營的四家小型城市樂園持續優化體驗內容,通過引入主題動力遊戲、裝置打卡點及人偶巡演等活動,有效提升客流量與消費者黏性,為集團貢獻穩定收益。值得一提的是,集團引入抓大鵝、Milolo、凹凸世界等多個風格迥異的IP,並於2025年7月與8個新IP達成合作,積極推進多IP戰略佈局。通過這些IP與B.Duck小黃鴨的聯動開發,集團成功推出多款跨界聯名產品,有效打破圈層界限,觸達更廣泛的消費群體。在文化賦能方面,集團通過與故宮宮廷文化、貴州少數民族文化、大英博物館等機構的合作,為IP注入豐富的文化內涵與故事背景,強化品牌厚度,實現IP價值的長期可持續發展。從區域表現來看,中國市場仍為集團收入核心,於2025年首六個月貢獻約94%的收入。與此同時,集團積極拓展國際業務,來自東南亞等海外地區的收入同比增長160%。集團未來將持續擴大全球業務版圖,實現IP輸出的國際化戰略。戰略收購Hidden Wooo,深化潮玩賽道佈局集團計劃以總代價人民幣4,865萬元收購隱藏哇偶(Hidden Wooo),實現對該優質潮玩企業的控股。Hidden Wooo作為近年迅速崛起的潮玩運營商,憑藉其成熟的IP孵化機制、極具市場敏銳度的產品開發體系以及深度粉絲運營能力,在年輕消費群體中積累了顯著影響力。此次收購不僅標誌著小黃鴨德盈佈局高速成長的潮玩賽道的決心,更是集團完善IP生態矩陣、實現多元年齡層覆蓋的關鍵戰略舉措。通過整合Hidden Wooo在明星經濟合作、藝術家聯名開發與私域圈層運營方面的豐富經驗,集團將進一步增強對15至25歲Z世代消費群體的觸達能力,有效提升用戶黏性與品牌延展力。交易完成後,Hidden Wooo創始人黃嘉樂先生將出任集團副總裁,專責潮玩業務板塊,協同集團資源共同開發雙方IP矩陣下的創新潮玩商品,涵蓋盲盒、搪膠公仔、收藏級雕塑及潮流配件等多個品類。憑借小黃鴨德盈的助力,Hidden Wooo將加速推進海外市場拓展,特別是歐洲地區的品牌旗艦店建設計劃,通過沉浸式零售空間與本地化營銷活動,建立更深刻的品牌認知與情感鏈接,為集團加速開拓國際市場。未來展望:錨定「Make a Playful World」,構建全球IP生態領先地位2025年,集團正式將品牌戰略升級為「Make a Playful World」,明確全球化佈局與全產業鏈運營雙輪驅動戰略。立足中國供應鏈與文化輸出優勢,集團將從以下方面持續發力:- 聚焦主業創新與品類擴充:持續強化「IP+商品」主航道,通過自研、自產、自銷一體化模式提升全鏈條盈利能力,重點拓展潮玩、AI玩具、文創周邊等高潛力品類;- 深化潮玩賽道佈局與融合:與Hidden Wooo協同推進IP共創、渠道共建與私域運營,加快海外品牌旗艦店落地,提升國際市場影響力;- 推進實景娛樂與文旅升級:持續拓展IP賦能文旅項目,打造更多標桿性主題樂園、漂流項目及城市小型樂園,形成可複製的業態模型;- 強化AI技術全面賦能:深化與Alpha Tech等企業合作,將AI Agent技術應用於內容生成、消費者洞察與產品開發,構建智慧IP生態,提升運營效率與用戶體驗。小黃鴨德盈董事會主席許夏林先生表示:「2025年是集團戰略升級與全球化佈局的關鍵一年。我們以紮實的中期業績為新起點,戰略收購Hidden Wooo是集團實現IP全產業鏈運營升級的重要一步,將為我們注入全新的創意活力與潮流基因。面向未來,我們將持續以『Make a Playful World』為使命,積極推進IP與科技、文旅、潮玩等多維業態的融合創新,加快海外市場拓展步伐。我們深信,中國IP不僅屬於中國,更應走向世界。小黃鴨德盈將繼續以內容為核心、以用戶為導向,不斷提升IP的全球影響力與變現能力,為股東創造長期可持續的回報,為全球消費者帶來更多元、更優質、更具想象力的快樂體驗。」關於小黃鴨德盈控股國際有限公司小黃鴨德盈控股國際有限公司是一家主要從事角色知識産權業務的投資控股公司。集團自 2005 年創立明星 IP「B.Duck 小黃鴨」以來,在 IP 各類授權及運營上擁有豐富經驗。以「Make a Playful World」爲核心願景,集團著力于 IP 實景文旅、互聯網文娛、商品零售、跨境出海等業務增長點,實現授權品類、商品企劃、銷售渠道、供應鏈、業務板塊的優化整合,小黃鴨德盈不斷深化 IP 商業化生態圈建設,致力打造 B.Duck 成爲「全球快樂符號」,推動「Make A Playful World」的使命落地。傳媒查詢:ALL WELL MANAGEMENT LIMITED電話: (852) 3848 9090電郵: kelly.liu@allwell.hk Copyright 2025 亞太商訊 via SeaPRwire.com.
More
國美零售2025年上半年業績顯著改善 債務化解實現突破 戰略轉型加速發力 ACN Newswire

國美零售2025年上半年業績顯著改善 債務化解實現突破 戰略轉型加速發力

香港,2025年8月29日 - (亞太商訊 via SeaPRwire.com) – 國美零售控股有限公司(香港聯合交易所代號:493.HK,「國美零售」或「公司」,及其子公司,統稱「集團」),今天公佈其截至2025年6月30日止六個月(「報告期」)未經審計之六個月業績。聚焦主业鞏固邊界 債務化解實現突破2025年上半年,外需環境複雜嚴峻,國内仍存在結構性矛盾,内需回暖幅度有限,本集團所屬行業展現出一定的復興跡象,但仍處築底階段。不過,自去年四季度起,國家政策轉為積極,陸續出台了多項重要刺激政策,其效果在2025年上半年進一步釋放,受益於政策推動,報告期內本集團收入、利潤等指標明顯改善。報告期內,集團录得销售收入为人民幣297百万,同比增長75.74%;毛利為人民幣20百万元,同比上升11.11%;归属于母公司拥有者应占亏损为人民币1,346百萬元,同比下降69.63%。2025年上半年,國內經濟增長達成預期目標,政策端持續發力,消費領域以舊換新、設備更新等刺激措施延續並擴大範圍,促進家電等耐用品消費增速回暖,行業築底復甦跡象已經初顯。报告期内,集团在加盟模式创新、汽车体验馆等转型项目与新兴业务上加速发力,各有进展;债务处置工作有序推进,報告期內,本集團積極與金融機構、供應商、可轉換債券持有人等多方債權人磋商債務解决方案,通過債轉股協商、加盟拓展、與銀行洽談債務處置方案、非核心資産處置出售等方式逐步减輕債務負擔,並在報告期內取得明顯進展,為後續持續經營奠定堅實基。持續推進輕資產模式 戰略成效逐步顯現國美零售堅持「輕資產、重運營、強管控、可複製」戰略,聚焦「銷售、收入、正現金流」,借助供應鏈優勢,優化經營模式與細節,為加盟類加盟賦能。加盟方面,繼續擴大向加盟商開放品牌授權,聚焦供應鏈模式創新,協助加盟商拓展市場,規避高額自建成本,將資源精准投放到品牌建設與用戶體驗上。類加盟方面,繼續加力以股權合作為導向的模式,以「單店加盟」為主要形式,以「城市體驗館」展示為核心,構建泛家電及周邊加盟網絡。通過供應鏈賦能,輕資產運營,精細化管理,打造場景化數字營銷新模式。新業務落地提速 汽車體驗館正式運營國美零售積極培育新增長點,首家國美車市智能汽車體驗館西壩河店於2025年4月29日正式開業,標志著集團正式進入汽車流通領域。該體驗館已吸引幾十家主流新能源品牌入駐,初步驗證集約化運營模式在降低單店成本、提升獲客效率方面的潜力,幷獲得部分汽車企業的響應與合作。展望未來,2025年是國家「十四五」規劃的收官之年,同時,中央政治局會議更是將「十五五」規劃的制定在今年下半年提前開啓,以儘快佈局內需的復蘇,預期下半年國家層面將有更多更重大的政策利好。國美零售管理層表示:「儘管本集團在過去幾年經歷了極為困難的時期,但管理層始終積極應對,未曾鬆懈。通過持續的努力,本集團在報告期內實現了業績首次回升,在戰略轉型升級與探索新業務方面也有實質進展,下半年我們將繼續全力以赴,力求儘快走出困境,為進一步復蘇創造條件。」關於國美零售控股有限公司國美零售控股有限公司於2004年7月在香港聯交所上市(股份代號:493)。國美集團1987年於中國成立,致力於打造中國領先的科技型、體驗型、娛樂態、社交化的家生活科技零售服務商,秉持「家·生活」戰略,以電器及消費電子產品零售為主營業務,構建全品類閉環生態。更多詳情請瀏覽公司網站:www.gome.com.hk此新聞稿由九富(香港)財訊公關集團有限公司代表國美零售控股有限公司發佈。如有垂詢,九富(香港)財訊公關集團有限公司李歡先生/古今小姐電話:(852) 3468 8944 傳真:(852) 2111 1103電郵:Matthew.li@everbloom.com.cn/ jin.gu@everbloom.com.cn Copyright 2025 亞太商訊 via SeaPRwire.com.
More

中國交建2025半年報:穩健經營凸顯韌性 新質生產力驅動高品質發展

香港,2025年8月29日 - (亞太商訊 via SeaPRwire.com) – 8月29日晚,中國交通建設股份有限公司(股票代碼:601800.SH,1800.HK,以下簡稱中國交建)發佈2025年半年度報告。中國交建表示,上半年公司錨定高品質發展目標,積極踐行"服務國家戰略"的責任擔當,生產經營保持穩健,轉型升級步伐加快,持續深化改革創新,發展韌性進一步增強。上半年,中國交建實現營業收入3,354.50億元,歸屬于公司股東的淨利潤為99.90億元,每股收益為0.58元。新簽合同額達到9,910.54億元,同比增長3.14%。其中新興業務領域新簽合同額為3,202.55億元,約占公司新簽合同額的32%。截至2025年6月30日,本公司持有在執行未完成合同金額為34,289.88億元。中國交建始終致力於構建科學、持續且穩定的股東回報體系,已累計向股東分紅約556億元,以實際行動踐行對投資者的回報承諾。上半年,為進一步完善市值管理工具,公司積極推動分紅機制常態化、規範化,著力增強現金分紅的透明度與可預期性,制定並發佈《現金分紅規劃(2025-2027年度)》。根據該規劃,公司在明確分紅比例不低於20%的基礎上,將結合經營性現金流狀況和行業分位元水準動態調整分紅率,適當提升分紅比例。同時,公司明確將中期分紅或報告期預分紅作為常態化舉措,有效提升投資者預期。按照規劃部署,下半年,公司將綜合評估實施年度預分紅可行性,適時制訂推出分紅政策。聚集主業穩大盤促轉型,國際化佈局穩步推進2025年,中國建築行業正處於關鍵轉捩點,從增量擴張邁向存量提質、高品質發展,呈現出複雜多樣的發展態勢。面對挑戰與機遇,中國交建以"創新、綠色、數智、融合、可持續"核心理念為引領,聚焦"全交通、全城市、全水域"主責主業穩住經營大盤;加快向"全綠色、全數位"轉型,以數位化賦能綠色發展,綠色化牽引數位轉型;以"優海外"為目標完善海外發展佈局,以國際化業務增量實現國內國外雙輪驅動。上半年,公司新簽合同額為9,910.54億元,同比增長3.14%。新簽合同額的增長主要來自于港口建設、城市建設、境外工程、能源工程等建設需求增加。業務結構不斷改善,現匯規模穩步擴張,投資結構持續向好。截至2025年6月30日,本公司持有在執行未完成合同金額為34,289.88億元。深入服務交通強國建設,中國交建"全交通"基本盤進一步鞏固,保持行業領先地位。 報告期內,多項國家重點工程持續推進,世界最長高速公路隧道——天山勝利隧道超深豎井貫通落底,為烏尉高速年底通車奠定基礎;斬獲G6002貴陽環城高速公路擴容工程等專案。此外,"全水域"業務核心競爭力進一步加強,港航、疏浚業務實現高位增長。上半年,公司中國境內港口建設新簽合同額為531.91億元,同比增長15.90%;疏浚業務新簽合同額為630.77億元,同比增長5.69%。海外市場業務方面,中國交建以"一帶一路"沿線市場為重點,明確"一國一策""一業一策"的發展戰略和實施路徑,進一步加快優質發展步伐,提升產業上下游、國內國際協同發展效能。上半年,中國交建境外地區新簽合同額為2,003.79億元,同比增長2.20%。"一帶一路"共建國家實現新簽合同額86.7億美元,占境外地區的新簽合同額的31%。其中,中東地區實現新簽合同額36.9億美元。自共建"一帶一路"倡議提出以來,中國交建累計新簽合同額2,818.88億美元。馬東鐵路項目隧道全線貫通,柬埔寨扶南德佐水利項目簽約落地。科技創新多點突破,點燃新質生產力發展引擎新質生產力是由技術革命性突破、生產要素創新性配置、產業深度轉型升級而催生的當代先進生產力。作為中國領先的交通基建企業,中國交建是產業高品質發展的重要組成部分,更是發展新質生產力的重要陣地。聚焦關鍵核心技術與"卡脖子"領域,中國交建積極融入國家科技創新佈局,主動承擔"1025專項"等國家重大攻關任務,加大核心科技攻關和原創技術策源地打造,以科技創新引領以新業態、新基建、新材料、新模式為代表的新質生產力發展。報告期內,中國交建研發開支為88.91億元,占營業收入的比例為2.7%。上半年,中國交建加快推進國家級創新平臺建設,在關鍵核心技術攻關上取得突破性進展。由公司參與共建的"河口海岸全國重點實驗室"獲批成立,國家級創新平臺數量居建築央企前列。技術突破方面,中國交建高品質完成"1025專項"二期攻關任務,任務獲國資委"A+"評級。國內首個新型管片智慧拼裝技術完成廠內測試,自主研製的世界首台高寒高海拔超大直徑全斷面硬岩豎向掘進機"首創號"完成了天山勝利隧道豎井707m掘進任務,創下豎向掘進機施工豎井深度、直徑、海拔三項世界紀錄。為搶抓戰略性新興產業發展的政策機遇期,中國交建根據戰略性新興產業發展方向指引目錄,明確戰新產業發展8個重點領域和20個細分賽道,選定現階段重點發力的海上風電、北斗技術應用、鋪管等細分賽道,形成重大投資、產業並購、技術研發、標準制定等一攬子支持政策和具體舉措。報告期內,中國交建在新興業務領域實現新簽合同額3,203億元。截至上半年,中國交建已累計獲得國家科技進步獎54項,國家技術發明獎5項,魯班獎130項,國家優質工程獎400項(含金獎46項),詹天佑獎100余項,中國專利金獎2項,中國專利優秀獎39項;公司作為主參編累計參與頒佈國家標準196項、行業標準572項;累計擁有授權專利37,175項。今年是"十四五"規劃收官之年,也是"十五五"規劃謀篇佈局之年。下半年,中國交建表示,將繼續圍繞"穩增長",打好拓增量"攻堅戰",咬定全年目標不放鬆,為高品質發展奠定堅實基礎。 Copyright 2025 亞太商訊 via SeaPRwire.com.
More
JF SmartInvest Holdings Ltd Returns to Profit in 2025 Interim Results ACN Newswire

JF SmartInvest Holdings Ltd Returns to Profit in 2025 Interim Results

HIGHLIGHTS:- The Group’s gross billings amounted to approximately RMB1,705.4 million, representing an increase of approximately 83.3% from approximately RMB930.5 million for the Corresponding Period.- The Group’s total revenue was approximately RMB2,099.7 million, representing an increase of approximately 133.8% from approximately RMB898.1 million for the Corresponding Period.- The profit attributable to Shareholders of the Group was approximately RMB865.4 million, as compared to the net loss attributable to Shareholders of approximately RMB174.2 million for the Corresponding Period.- Taking into account the financial and cash flow positions of the Group, the Board recommends the payment of an interim dividend of approximately HKD238.9 million for the six months ended June 30, 2025, representing HKD0.51 per share (in cash).HONG KONG, Aug 29, 2025 - (ACN Newswire via SeaPRwire.com) - JF SmartInvest Holdings Ltd (the “Company” ; together with its subsidiaries, the "Group" or “we”) is pleased to announce its unaudited consolidated interim results for the six months ended June 30, 2025 (the “Reporting Period”). During the Reporting Period, the Company sustained robust operations and realized a revenue of approximately RMB2,099.7 million, representing a YOY growth of approximately 133.8%. Profit attributable to Shareholders amounted to approximately RMB865.4 million, representing a YOY turnaround to profit from the net loss attributable to Shareholders of approximately RMB174.2 million in the Corresponding Period, and an increase of approximately RMB1,039.6 million in the Reporting Period. These fully demonstrate the effective strategy execution and high market adaptability of the Company.The Company places great emphasis on Shareholders returns. Taking into account the financial and cash flow positions of the Group, the Board recommends the payment of an interim dividend of approximately HKD238.9 million for the six months ended June 30, 2025, representing HKD0.51 per share (in cash). Maintaining a prudent dividend policy not only reflects the strong profitability of our core business and our ample cash flows, but also highlights our strong sense of responsibility and commitment to Shareholders returns. Since the listing of the Company in 2023, the Company has made cash dividend payments for consecutive years with increasing dividend payout ratio. Notably, the dividend payout ratio reached 50.3% for 2024.Developing a dimensional product matrix for revenue diversificationLeveraging on the synergy and conversion of the products under our existing four main product lines, we further strengthened our core advantages in “intelligent algorithms + professional investment research + ecosystem services”, drove the transformation of our next-generation stock investing assistants from “feature-focused” to “experience-orientated”, and continued to improve our digital financial infrastructure, thereby facilitating the development of personalized and inclusive financial services.We consolidated the foundation of our large-amount software products and delivered our expertise in investment advisory services to ensure robust and strong performance of the core business. Empowered by AI technology, we fully delivered our expertise in investment advisory by newly launching 8 stock monitoring indicators and the “FinSphere SmartInvest” quantitative product that further strengthened our AI service capabilities. At the same time, we advanced the framework construction of our Stock Learning Machine through forming the three main matrices of “content, tool and trading” with focus on six core modules such as courses, live streaming and tools, to create a comprehensive learning platform. During the Reporting Period, It underwent 5 major version iterations and over 200 feature optimizations.In addition, we refined our small-amount series products to enhance our product strengths and operational capabilities and accelerate the platform development of our App. We built a Chief IP ecosystem integrating K-line chart analysis and expert insights,that enabled us to precisely distribute contents through a user tagging system. We upgraded our market information by enriching data such as capital flow trends, Hong Kong and US stocks, and launched new features of stock monitoring and portfolio watchlist. We optimized our information page with an infinite content feed, personalized recommendations, and improved visual hierarchy. Meanwhile, we also expanded multiple distribution channels including app stores, and refined our marketing strategies through data analysis. By sorting out the bottlenecks in registered users’ activation, we implemented tiered strategies to enhance utilization rates. Our homepage was dynamically optimized to enhance the attractiveness of its first screen. These measures accelerated the development of our App platform, broadened our user coverage and product exposure, increased the trustworthiness and stickiness of our App and created a closed loop of “content nurtures users and trust drives conversion”.Adhering to Artificial Intelligence + Investment Advisory strategy and refining our “1+N” investment research systemWith focus on the “buyer-side investment advisory” service, we vigorously developed “AI+” and further strengthened our “1+N” investment research system to fully penetrate our investment research into businesses and processes, so as to professionally support our customers in creating long-term value. We continued to make significant investment and effort in research and development. During the Reporting Period, we invested approximately RMB147 million in R&D activities. Meanwhile, as of the end of the Reporting Period, we had 139 software copyrights and patents on product features, big data, and AI, that represented an increase of 21 YOY.We actively explored the all-round empowerment of AI in the securities sector. We practiced “AI + Investment Advisory” providing a one-stop intelligent investment research platform which consolidates the core strengths of comprehensive stock analysis, multi-dimensional stock profiling, and diverse quantitative stock selection, and delivers professional investment research capabilities in an accessible, personalized, and empathetic manner that suits different types of investors. Meanwhile, considering compliance as our lifeline, we built an intelligent compliance and risk control platform covering the entire business process that creates a closed compliance loop of complete activity logging, data traceability, risk blocking, intelligent quality inspection and human-machine collaboration. During the Reporting Period, the cumulative number of behavioral monitoring tasks conducted by our “AI Monitoring Officer” increased by over approximately 77% as compared with 940 million in the Corresponding Period, and our “AI Inspection Officer” for content quality inspection assisted in nearly 2.2 million review tasks, reflecting that full coverage has been basically achieved.Based on our “1 research institute and N business lines” investment research system with our JF Financial Research Institute at the core, we continued to refine our underlying business competitiveness in securities investment advisory. Guided by the principle of “conducting higher-dimensional research and providing lower-dimensional services”, the institute is committed to developing a domestically leading and characteristically distinctive investment research service platform in China to provide long-term and steady, systematic, trustworthy and professional research services for investors. As of the end of the Reporting Period, the institute established a pyramid team structure consisting of 4 experts, 9 super-IPs and 128 professionals. It studied over 4,000 companies in over 20 industries.Refining traffic operation on MCNs with AI empowerment to build a high-quality traffic systemBy capitalizing on our refined traffic operations and realizing traffic reuse, we effectively expanded our business scale and improved our profit margins through optimization of operational efficiency. During the Reporting Period, using AIGC to optimize content production, we enhanced the production efficiency of premium contents. Moreover, using Douyin as our primary channel, we established a multi-platform layout with focus on Kuaishou, Xiaohongshu and Bilibili, to extend the boundaries of traffic operation scenarios. As of the end of the Reporting Period, the Company operated 994 MCN accounts on different internet platforms. These accounts attracted approximately 63.06 million followers, representing an increase of 17.47 million as compared with the Corresponding Period.At the same period, we actively practiced investor education for greater brand influence. We joined the Investor Education Alliance of China Fund and opened a Yinghua account to provide inclusive, systematic and differentiated investor education content for investors, contributing to the long-term development of stock investing theory. We exclusively sponsored Chinese Business Network’s live broadcast of the Berkshire Hathaway Annual Shareholders Meeting for the sixth consecutive year. Through “Buffett and Seven Lunches”, we helped investors build cognitive understanding of investing, and we specially organized a US study tour, bringing nearly a hundred investors to attend the meeting in person so that they could directly ask the stock god questions about value investing. This created a dialogue between the general investors and the iconic investor, aiming to provide them with more diverse and down-to-earth investment advice and forward-looking insights. We also attended “Financial Powerhouse”, a featured program of China Central Television, to provide deep explanation and analysis of the paradigm shift of the Company’s “AI + Investment Advisory” services empowered by fintech.Business outlookThe chairman of the Board and chief executive officer of JF SmartInvest Holdings Ltd, Mr. Chen Wenbin said: "Consistently adhering to the concepts of rational investing, value investing and long-term investing, we insisted on adopting a customer-centric approach to develop a dimensional product system and continuously improve our services. Looking forward to future, we, as a next-generation stock investing assistant, will continue to strengthen our competitiveness, solidify our market leadership and strive to make investing and wealth management easier yet more professional, and enhance the happiness of investment and wealth management. "About JF SmartInvest Holdings Ltd (Stock Code: 9636)JF SmartInvest Holdings Ltd is a new generation stock investment assistant. The Company is engaged in the provision of equity investment instruments, securities investment advisory, investor education and other services to individual investors. The products include stock quote software, stock learning machine, Stock Navigator, Super Investor and Jiuyao Stocks. The Company adopts the technology + investment research model, develops JF Robo-Advisor, FinSphere Agent, FinSphere Report and other products based on artificial intelligence (AI) and big data technology, which are applied to the industry in terms of innovative practice and scenario application.For enquiries, please contact:Financial PR (HK) LimitedEmail: ir@financialpr.hkTel: 852 2610 0846Fax: 852 2610 0842 Copyright 2025 ACN Newswire via SeaPRwire.com.
More

Fosun’s Bold Innovation & Globalization Drive Valuation Upside

HONG KONG, Aug 29, 2025 - (ACN Newswire via SeaPRwire.com) - On 27 August, Fosun International (HKEX: 00656) announced its 2025 interim results, with total revenue reaching RMB87.28 billion, industrial operation profit amounting to RMB3.15 billion, and profit attributable to owners of the parent reaching RMB661.2 million.While these figures may seem uneventful at first glance, the underlying shifts are worth taking a closer look.In the first half of 2025, Fosun’s four core subsidiaries generated a total revenue of RMB63.61 billion, with their contribution to the Group’s total revenue rising from 70% in 2024 to 73%. This clearly reflects that Fosun has made notable progress in its core business-focused strategy and has actively strengthened both its operational capabilities and competitive advantages across key industries in recent years.Regarding Fosun’s investment in technology innovation, the first half of 2025 marked a “DeepSeek moment” for China’s innovative drug industry. Fosun’s consistent pursuit of the technology innovation strategy also delivered breakthroughs, fostering a number of globally competitive innovations. Its Health segment posted profit attributable to owners of the parent of RMB756 million, representing a year-on-year increase of 48.3%. Fosun’s investment in technology innovation reached RMB3.6 billion in the first half of 2025, representing sustained growth compared to the same period last year. After years of intense investment, Fosun has entered a phase of accelerated innovations.In addition, leveraging its long-term commitment to global operations, Fosun’s overseas revenue reached RMB46.67 billion in the first half of 2025, with its proportion of the Group’s total revenue rising from 49.3% in 2024 to 53%.These three sets of figures give us a glimpse into the changes in Fosun International’s fundamentals. After years of advancing its innovation and globalization strategies, these have become the core drivers of Fosun’s business growth, expanding the runway for future performance growth while driving a valuation re-rating of Fosun International.Multi-front breakthroughs in innovation poised to drive “adaptive growth”In the first half of 2025, Fosun entered a harvest phase for its innovation achievements. A total of 5 indications of 4 innovative drugs independently developed and licensed-in by Fosun Pharma were approved for launch both domestically and internationally, 4 innovative drugs had entered the pre-launch approval stage. Among them, the Class I new drug independently developed by Fosun Pharma, FUMAINING (luvometinib tablets), was approved for marketing in Chinese mainland, filling the treatment gap in the field of rare tumors and marking an important milestone in Fosun Pharma’s development in the fields of oncology and rare disease treatment.Fosun Pharma’s R&D investment totaled RMB2.584 billion in the first half of 2025, focusing on core therapeutic areas such as solid tumors, hematological tumors, and immuno-inflammatory diseases to build a high-value pipeline portfolio. Meanwhile, it actively expanded into chronic diseases (cardiovascular, kidney and metabolic diseases) and neurological fields.Leveraging the efficiency, cost advantages, and high quality of China’s R&D system, Henlius, a subsidiary of Fosun is scaling up its R&D capacity and building innovation capabilities comparable to those of leading multinational pharmaceutical companies. In the first half of 2025, Henlius achieved multiple breakthroughs in its core innovative products, including the PD-L1-targeting antibody-drug conjugate (ADC), HLX43 and the novel epitope anti-HER2 monoclonal antibody, HLX22.Among these innovative drugs, HLX43 is a PD-L1-targeting ADC currently in global Phase II clinical trials. It is undergoing clinical studies for solid tumors such as non-small cell lung cancer (NSCLC) and thymic carcinoma in countries including China, the US, Japan, and Australia. HLX43 has demonstrated notable competitiveness in terms of drug safety, efficacy, and R&D progress, and holds strong potential to become a broad-spectrum anti-cancer drug.Driven by its innovation strategy, Henlius achieved impressive growth in revenue, profit and cash flow in the first half of the year. Alongside its performance breakthroughs, Henlius has earned strong recognition from investors. As at 26 August, Henlius’ share price saw an impressive 254% surge year-to-date.Fosun’s innovative drug achievements in the first half of the year mark only a starting point. Nearly 20 clinical trials of Fosun Pharma’s innovative drugs were approved to be conducted by domestic and overseas regulatory institutions in the first half of the year, positioning Fosun for adaptive growth.Meanwhile, several promising molecules in Henlius’ early-stage pipeline are advancing rapidly, spanning ADCs, small molecules, T-cell engagers (TCEs), and more. Gradually stepping onto the global innovation stage, these candidates hold potential to become blockbuster products. For example, HLX43, a key focus, has enrolled more than 300 patients globally. Its global Phase II clinical trials are underway, with patient enrolment progressing smoothly across China, the US, Japan, and other countries and clinical efficacy data indicating strong potential for it to become a major product.Unleashing continued benefits from globalizationQuality innovations need the right platform to shine. Fosun’s success in innovative drug R&D is closely linked to another strategic capabilities, globalization. As one of the earliest Chinese private enterprises to go global, Fosun has spent over 30 years building its presence in more than 40 countries and regions worldwide, demonstrating well-recognized globalization capabilities.Fosun’s globalization capabilities have undoubtedly facilitated the establishment of a global innovation system integrating “independent R&D + investment incubation + ecosystem collaboration”, as well as the global expansion of innovative drugs.In August 2025, the small molecule orally administered DPP-1 inhibitor developed by Fosun Pharma achieved overseas licensing for a potential total of US$645 million, garnering strong investor attention. Currently, no small molecule orally administered inhibitors with the same mechanism of action have been approved for marketing worldwide.In the first half of 2025, Henlius’ globalization strategy was in full swing, with global product revenue exceeding RMB2.5568 billion, representing an increase of 3.1% year-on-year. Overseas products profits surged over 200%. Cash inflows from business development (BD) agreements exceeded RMB1 billion, surging 280% year-on-year. As the overseas sales volume of commercialized products continues to rise, Henlius is expected to see significant growth in overseas revenue and profits for the full year of 2025, with strong momentum likely to continue into 2026.Up to date, Henlius has 6 products launched in China, 4 approved for marketing in overseas markets, reaching about 60 markets in Asia, Europe, Latin America, North America and Oceania.Fosun’s globalization capabilities have also driven significant growth across industries such as consumption, cultural tourism, and intelligent manufacturing.Hainan Mining, a subsidiary of Fosun focusing on energy and bulk commodities, saw its overseas revenue proportion exceed that of Fosun International, reaching 57% in the first half of 2025. Hainan Mining commenced pilot production at Phase 1 of the Bougouni lithium mine in Mali. Coupled with the Roc Oil oilfield project in Malaysia and the recently acquired oilfield project in Oman, Hainan Mining is accelerating the building of a “Minerals + Energy” network spanning West Africa, the Middle East, and Southeast Asia.In recent years, the Yuyuan Lantern Festival, with a long history in Shanghai, has been steadily expanding its presence overseas. Following its overseas debut in Paris, France in late 2023, the themed lantern installation made a stunning appearance in Hanoi, Vietnam in January 2025, commemorating the 75th anniversary of the establishment of diplomatic relations between China and Vietnam. In June, the Lantern Festival lit up at ICONSIAM, a renowned commercial landmark in Bangkok, Thailand, as part of the celebrations marking the 50th anniversary of the establishment of diplomatic relations between China and Thailand.Songhelou, a time-honored Chinese brand under Yuyuan with a 268-year history, opened its first overseas restaurant in London, the UK. Yuyuan Jewelry Fashion Group will embark on its overseas expansion by the end of this year, targeting Hong Kong, Macau and Southeast Asia as key destinations.Fosun’s overseas subsidiaries have been actively expanding their presence globally. In the first half of 2025, Fosun Insurance Portugal’s international operations accounted for 28.2% of total consolidated business and overseas gross written premiums reached EUR924 million.Club Med, a global resort group under Fosun, once again achieved record-high global performance in the first half of 2025. Its business volume amounted to RMB9.25 billion, up 3.8% year-on-year; operating profit reached RMB1.27 billion, up 11.0% year-on-year.Entering a new phase of valuation recoveryPursuing innovation and globalization requires not only financial investment but also a long-term vision and the patience to endure challenging periods. For companies constantly navigating survival and development challenges, maintaining such persistence is no easy task.Since its establishment in 1992, Fosun has maintained high R&D investment in the Health segment and is now reaping the rewards with steadily increasing revenue contribution. Against the backdrop of booming technology innovations, driven by biopharmaceuticals and AI, Fosun holds strong potential to achieve adaptive growth fueled by blockbuster innovations.Globalization has been a strategic “first-mover” advantage for Fosun since the listing of Fosun International in 2007. While many competitors battled domestically, Fosun seized the opportunity presented by the 2008 global financial crisis to deepen its overseas business presence. As domestic competition intensifies, the imperative “go global or go home” is becoming clear for many companies. With over half of its revenue now from overseas markets, Fosun’s over a decade-long global footprint continues to deliver sustained development benefits.According to Fosun’s interim results, Fosun continued to optimize its asset portfolio in the first half of 2025, maintaining a solid financial position with ample cash reserves. As at 30 June 2025, the total debt to total capital ratio stood at 53%, with debt ratio remaining at a healthy level.In May 2025, the international credit rating agency S&P affirmed Fosun’s credit metrics and maintained its rating outlook as “Stable”. Fosun’s Hong Kong-listed companies in the Health segment saw a strong market capitalization performance in the first half of 2025, driving a revaluation of underlying asset values. As the macroeconomic landscape progressively brightens, Fosun International has initiated a new phase of valuation recovery. Copyright 2025 ACN Newswire via SeaPRwire.com.
More

New Hope Service Announces 2025 Interim Results

HONG KONG, Aug 29, 2025 - (ACN Newswire via SeaPRwire.com) - 28 August , New Hope Service Holdings Limited (“New Hope Service”, SEHK stock code: 3658.HK) announces its interim results for the six months ended 30 June 2025(“the Period”). During the Period, New Hope Service recorded revenue of approximately RMB739.8 million, representing an increase of 4.3% compared with 2024. Gross profit was RMB233.7 million with a gross profit margin of 31.6%, while the profit attributable to the equity shareholders of the Company for the Reporting Period was RMB120.9 million, representing an increase of 2.4% compared with 2024, net profit margin attributable to parent company shareholders of 16.3%. The management fee rate decreasing for four consecutive years, down 7.1% year-over-year to 9.1%. The Board recommended to declare an interim dividend of HK$0.110 per Share for the six months ended 30 June 2025, demonstrating New Hope Service’s consistent strategy of actively rewarding shareholders and its confidence in future cash flow. Outstanding Market Expansion Results, Sustained Growth in Third-Party ContributionsIn the first half of 2025, New Hope Service's " keeping driven by high goals" strategy yielded significant results, completed the contracted amount of various third-party projects amounting to RMB560 million, representing a year-over-year increase of 59%, accounting for nearly 93% of the full-year 2024 contract target. Notably, benefiting from New Hope Service’s mature market expansion system and brand influence, successfully won the projects with contracted amount exceeding RMB10 million, including Tianyue Longting in Chengdu, Third City Zixiang Garden in Kunming, and Boyunting in Suzhou, market acceptance continues to grow. Furthermore, its independence was further enhanced, with the aggregate revenue from third parties accounting for 84%.During the period, New Hope Service's deep regional penetration strategy proved highly effective. The number of properties under management reached 254, with the total GFA under management exceeding 38.035 million sq.m. Among these, 96.6% of revenue from property management was from projects under management in first-tier, new first-tier and second-tier cities in China, particularly high-tier cities in Southwest and East China. As New Hope Service’s strategic base, the Southwest China region generated RMB219 million in property management revenue, accounting for 46.8% of total property management revenue and representing a year-on-year growth of 15.3%. The East China region achieved revenue of RMB166 million, accounting for 35.5% of total property management revenue with a year-on-year growth of 11.5%. These two core regions contributed 82.3% of New Hope Service’s total property management revenue, further consolidating regional synergy and scale effects.Enhancing High-Quality Services, Pursuing Both Quality Excellence and In-Depth Value Mining In the property management services segment, New Hope Service’s high-end service capabilities have become a key advantage in competition. By virtue of the D’LIFE high-end service system, New Hope Service successfully obtained the Aoyuan Peninsula ONE project in Chengdu (with a unit property management fee of RMB5/sq.m./month) during the Period. Additionally, Beihaojia obtained services for its first high-end residential project in Chengdu—Beichen S1—and the project in Fengxian, Shanghai. Notably, New Hope Service’s overall unit property management fee was RMB3.14/sq.m./month, representing a year-over-year increase of 3.6%, of which, the unit property management fee was RMB3.63/sq.m./month in Chengdu, reflecting the excellent overall quality of the projects.In the lifestyle services segment, New Hope Service continued to achieve breakthroughs in market-oriented expansion, with the penetration rate of retail business increased to 6.7%. The proportion of external customers increased to 60%, New Hope Service consecutively won the bids for several benchmark projects from Minsheng Bank Credit Card, the Industrial and Commercial Bank of China, and Yunnan Ping An Bank. The development of star products has yielded remarkable results, with the sales of hot-selling milk reaching RMB5.7 million, representing a year-on-year increase of 90%, and the sales volume of customized gift boxes exceeding 130,000 units. The segment’s overall capabilities of revenue generation and market-oriented operation continued to strengthen. The total number of operating projects reached 33, of which 91% were third-party projects. The “property + group meal” model covered 20 projects, Huiquan Community Canteen was launched, creating a model livelihood project of “government + public welfare + new services”.In the commercial operational segment, New Hope Service leverage expand incremental business and explore further opportunities in the existing market, successfully operating the Kunming Xishan Wanda and the Shiboli hotel, covering commerce, office buildings, and long-term rental apartments, significantly increasing the proportion of the revenue from third parties to 18.6%. Meanwhile, among commercial projects under management, Nanning Xinchangxing reported an occupancy rate of 96.07% with a year-on-year increase of 1.5% in rents, and the rent of Chengdu New Hope International representing a year-on-year increase of 11.2%, with an occupancy rate of 91.31%, both occupancy and collection rates were superior to industry averages, demonstrated excellent asset operation capabilities, achieving quality improvement against the trend.Effective Empowerment by Technology, Dual Growth in Operational Efficiency and Customer SatisfactionDuring the Period, New Hope Service achieved significant breakthroughs in digitalization to drive cost reduction and efficiency improvement. The "AI + Robot + Human" model was piloted at Crown Lake No. 1 , resulting in a 19.3% increase in labor efficiency and an annualized cost reduction of RMB6.4 million. Currently, this model is being accelerated for rollout to over 200 projects nationwide, with an expected management cost reduction of over RMB16 million.Furthermore, by having robots take over basic operations and AI empower the service chain, frontline staff can focus on high-value services, thereby driving the continued expansion of the closed loop of "cost reduction → efficiency improvement → satisfaction". This promoting the overall satisfaction rate to exceed 90 points, achieving dual improvements in service quality and customer satisfaction.Looking ahead, New Hope Service will adhered to a strategic orientation of high goals, deepen market expansion and brand building, and further advance the "Property +" strategy. Through the synergy of diversified businesses such as "Property + Commerce + Lifestyle", New Hope Service will explore new revenue growth drivers and effectively enhance the value of customer services. At the same time, digital operation will remain a key strategic investment area. New Hope Service will focus on AI algorithm iteration and robot technology application, through the combination of standardization, economies of scale and intelligence, we will build up long-term cost advantages and achieve the goal of continuous refined management, creating sustainable value returns for shareholders and customers.About New Hope ServiceNew Hope Service (3658.HK) is a local Sichuan integrated property management enterprise engaging in the provision of lifestyle service solutions with a leading position in the Western China region and strategic cultivation in Chengdu. Backed by New Hope Group Co., Ltd.* and its subsidiaries, a member of Fortune Global 500, the Group placed emphasis on adhering to “asset value appreciation and maintenance” and “care-free and wonderful life”, and provided building block services such as property management services, lifestyle services and commercial operational services for middle-to-high-end residences, corporate headquarters, medical institutions, commercial office buildings, government public facilities, financial institutions and various types of properties. As at 30 June 2025, the New Hope Service was honored to be the “TOP 15 Property Management Companies in China in terms of Overall Strength” by EH Consulting (up by 3 from the same period of last year), and the “No. 16 among China’s Top 100 Property Management Companies” by CRIC (up by 3 from the same period of last year), and was selected as the “Benchmark Property Service Company for Characteristic Property Model in China” for its high-end services.For latest news about New Hope Service, please go to the official websitehttps://www.newhopeservice.com.cnFor enquiry, please contact:Financial PR (HK) LimitedTim Yue/Hulk Liu/Lucy LiuTel:(852)2610 0846Fax:(852)2610 084 Copyright 2025 ACN Newswire via SeaPRwire.com.
More

新希望服務公佈2025年中期業績

業績摘要:- 報告期內,集團錄得收入約人民幣7.40億元,較去年同期增長4.3%;毛利為人民幣2.34億元,毛利率為31.6%,實現股東應佔淨利人民幣1.21億元,同比增長2.4%,歸母淨利率16.3%。- 報告期內,集團持續優化運營管理能力,經營性現金流21.0百萬元,管理費效比連續四年下降,較去年同期下降7.1%至9.1%。- 董事會建議宣派中期股息為每股0.11港元,派息比率提升至70%。此舉反映出董事會積極回報股東的一貫策略及對未來現金流的信心。香港,2025年8月29日 - (亞太商訊 via SeaPRwire.com) - 8月28日,新希望服務控股有限公司(股份代號:3658.HK)及其附屬公司(統稱「新希望服務」)宣佈其截至2025年6月30日止六個月(「期內」)之中期業績。市拓成果亮眼,第三方貢獻持續攀升2025年上半年,新希望服務在高目標牽引下,第三方各類項目簽約金額達人民幣5.6億元,同比增長59%,接近2024年全年簽約目標的93%。尤為亮眼的是,依託成熟的市拓體系和品牌影響力,成功中標成都天悅龍庭、昆明第三城紫香園、蘇州泊雲庭等千萬級項目,市場認可度持續提升。此外,第三方全口徑收入占比進一步提升至84%,獨立性再增強。期內,新希望服務區域深耕策略成效顯著,在管項目達254個,在管建築面積突破3,803.5萬平方米,其中96.6%來源於中國一線、新一線及二線城市,尤其是西南及華東高能級城市。西南區域作為新希望服務的戰略腹地,實現物業管理收入人民幣2.19億元,占總物業管理收入的46.8%,同比增長15.3%;華東區域實現收入人民幣1.66億元,占比35.5%,同比增長11.5%。兩大核心區域合計貢獻物業管理總收入的82.3%,區域協同和規模效應進一步鞏固。打強高質服務,優品質與深挖掘並舉物業服務板塊,新希望服務高端服務能力成為市場競爭中的重要優勢,得益於D'LIFE高端服務體系的沉澱,期內成功獲取成都奧園半島ONE項目(物業費單價達5元/㎡/月),以及貝好家在成都的首個豪宅項目-貝宸S1及上海奉賢項目務。值得一提的是,新服整體物業費單價3.14元/㎡/月,較去年同期增長3.6%,其中成都物業費單價3.63元/㎡/月,項目綜合質量優異。生活服務板塊,市場化拓展能力亦取得持續突破。零售業務滲透率提升至6.7%。外部客戶占比提升至60%,連續中標民生銀行信用卡、工商銀行、雲南平安銀行等項目。明星單品打造成效顯著,千萬級爆品牛奶實現銷售額570萬元,同比大幅增長90%,定制禮盒銷量突破13萬份,整體板塊的造血與獨立市場化運營能力不斷增強。團餐運營項目數量33個,其中第三方占比達91%,且「物業+團餐」模式已覆蓋20個項目,匯泉社區食堂成為「政府+益民+新服」的民生工程樣板。商業運營板塊,通過持續拓展增量、深耕存量,成功運營昆明西山萬達及世博裡酒店(覆蓋商業/寫字樓/長租公寓全業態),第三方收入占比顯著提升至18.6%。同時,在管商業項目中,南寧新暢行出租率96.07%、租金上漲1.5%,成都新希望國際出租率91.31%,租金同比提升11.2%,出租率及收繳率均優於行業,展現出優異的資產運營能力,實現逆勢提質。科技赋能见效,运营效率与客户满意双升期內,新希望服務数字化在助力降本增效方面取得顯著進展新突破。「AI+机器人+人」模式在皇冠湖壹号试点效果突出,人效提升19.3%,年化成本节降64万元。當前,該模式正加速推廣至全国200餘个项目,预计管理成本节降成本超1,600万元。此外,通过机器人接管基础作业、AI赋能服务链条,使得一线人力聚焦高价值服务,進而驱动「降本-增效-满意」闭环持续扩大。助力全域满意度突破90分,實現服務品質和客戶滿意度的雙提升。展望未來,新希望服務將繼續堅持高目標戰略導向,深化市場拓展與品牌建設,深入推進「物業+」戰略,通過「物業+商業+生活」等多元業務協同,挖掘新的收入增長點,有效提升客戶服務價值。同時,數字化運營將繼續作為核心戰略投入方向,新希望服務將專注AI算法迭代與機器人技術應用,通過標準化、規模化、智能化三位一體,築牢長期成本優勢,實現持續精益管理,為股東和客戶創造可持續的價值回報。有關新希望服務控股有限公司(3658.HK)新希望服務控股有限公司(股票代碼3658.HK)是一家四川本土、西部領先、深耕成都的提供民生服務解決方案的綜合物業管理企業。背靠世界500強企業新希望集團有限公司及其附屬公司,重點圍繞「資產增值保值」與「生活安心美好」,為中高端住宅、企業總部、醫療機構、商寫辦公樓、政府公建、金融機構等多種業態場景,提供物業管理服務、生活服務及商業運營服務等積木式服務。截至2025年6月30日,新希望服務榮獲億翰智庫頒發的「中國物業企業綜合實力TOP15」(較去年同期提升3名),克而瑞物管頒發的「中國物業服務力百強企業TOP16」(較去年同期提升3名),同時,高端服務入選「中國物業服務特色物業樣本標杆企業」。更多資訊請訪問新希望服務網站:https://www.newhopeservice.com.cn此新聞稿由金融公關(香港)有限公司代表新希望服務控股有限公司發佈。如有垂詢,請聯絡:金融公關(香港)有限公司岳磊 先生 電郵:Timyue@financialpr.hk劉向陽 先生 電郵:Hulkliu@financialpr.hk劉淩霄 小姐 電郵:Lucyliu@financialpr.hk電話:(852)2610 0846傳真:(852)2610 0842 Copyright 2025 亞太商訊 via SeaPRwire.com.
More

復星創新和全球化多點破局 估值打開想像空間

香港,2025年8月29日 - (亞太商訊 via SeaPRwire.com) – 8月27日,復星國際(HKEX: 00656)發佈2025年上半年業績,總收入達人民幣872.8億元,產業運營利潤達人民幣31.5億元,歸母淨利潤達人民幣6.6億元。數字波瀾不驚,但背後的變化值得關注。今年上半年,復星旗下四大核心子公司總收入達人民幣636.1億元,佔集團總收入的比重,由2024年的70%上升到73%,這正好印證了復星近年來在「聚焦主業」戰略方面取得顯著進展,並積極強化其在核心產業的運營能力和優勢。再看復星的科創投入數字。今年上半年,國內創新藥研發迎來「DeepSeek時刻」,復星多年推進的科創戰略也取得突破,湧現一批具有全球競爭力的創新成果。復星旗下健康板塊歸母淨利潤達到人民幣7.56億元,同比上升48.3%;上半年復星科創投入達人民幣36億元,較去年同期持續增長;多年持續高強度投入,迎來創新成果的爆發期。此外,長期在全球深耕產業的復星,今年上半年海外收入總計人民幣466.7億元,佔集團總收入的比重由2024年的49.3%提升到53%。上述三個數字,可以窺見復星國際的基本面發生的變化,在持續推進創新和全球化戰略多年後,創新和全球化已成為復星業務增長的核心動力,一方面打開了未來業績增長的想像空間,同時也驅動復星國際的價值重估。創新多點突破,有望推動「高彈性增長」上半年,復星迎來創新成果收穫期,復星醫藥自主研發及許可引進的4個創新藥品共5項適應症於境內外獲批上市、4個創新藥品申報上市。其中,復星醫藥自主研發的I類新藥—復邁寧(蘆沃美替尼片)在中國境內獲批上市,填補了國內相關罕見病腫瘤領域的治療空白,是復星醫藥深耕腫瘤及罕見病領域治療的重要里程碑。上半年,復星醫藥研發投入共計人民幣25.84億元,圍繞實體瘤、血液瘤、免疫炎症等核心治療領域,逐步構建高價值管線組合,並積極拓展心血管、腎臟與代謝等慢病領域和神經領域。復星旗下的復宏漢霖,憑藉中國研發體系的高效率、優成本與高質量,正構建起與國際一線藥企比肩的研發規模與創新能力。今年上半年,其研發的PD-L1靶向ADC(抗體偶聯藥)HLX43、新表位HER2單抗HLX22等核心創新產品取得多項突破性進展。這幾種創新藥物裡,HLX43是一款處於全球II期臨床階段的PD-L1靶向ADC,目前正在中美日澳等國家開展非小細胞肺癌、胸腺癌等實體瘤的臨床研究。這一產品在藥物安全性、藥物療效以及研發進展上展現出顯著的競爭力,有潛力成為「廣譜抗癌藥」。在創新戰略的推動下,上半年復宏漢霖的營收、利潤、現金流均取得了不俗的增長,業績取得突破的同時,也得到到了投資者的認可,截至8月26日,復宏漢霖年內股價累計漲幅達到了驚人的254%。上半年的創新藥成果,對復星而言只是一個「起步」動作。復星醫藥上半年有近20項創新藥臨床試驗報告獲境內外監管機構批准開展,有望推動復星的業績實現高彈性增長。而復宏漢霖目前的早研管線中,有多項潛力分子正加速推進,覆蓋ADC、小分子、TCE(T細胞銜接器)等,逐步躋身全球創新舞台,擁有潛在爆款。例如,正在重點推進的HLX43,已在全球入組超過300例患者,國際多中心II期臨床試驗已啟動,並在中國、美國、日本等多國順利推進患者入組,其臨床療效數據展現出成為重磅品種的潛力。全球化紅利持續釋放酒香也怕巷子深,復星的創新藥研發成果,與復星的另一項戰略能力—全球化有直接關係。作為最早「出海」的中國民營企業之一,復星30多年間在全球超過40個國家和地區持續深耕,全球化能力有目共睹。復星的全球化能力,在推動復星建立「自主研發+投資孵化+生態合作」三位一體的全球創新體系,以及推動創新藥出海方面,無疑助力甚多。就在2025年8月,復星醫藥在研小分子口服DPP-1抑制劑授權出海,潛在總額達美元6.45億元,引起投資者強烈關注。截至目前,全球範圍內尚無同一分子機制的小分子口服抑制劑獲批上市。上半年,復宏漢霖全球化戰略全面發力,全球產品收入突破人民幣25.568億元,同比增長3.1%;公司海外產品利潤同比增長超200%;BD(商務拓展)合同現金流入超人民幣10億元,同比增長280%。隨着海外商業化產品的銷售放量,今年全年,復宏漢霖海外產品收入及利潤將實現大幅增長,2026年有望持續高速增長。目前,復宏漢霖有6款產品在中國獲批上市,4款產品在國際獲批上市,觸達近60個國家和地區,覆蓋亞洲、歐洲、拉丁美洲、北美洲和大洋洲。在消費、旅文、智造等業務領域,復星的全球化能力也在持續為業務帶來肉眼可見的增長。復星旗下的海南礦業,一個覆蓋能源和大宗產品的企業,今年上半年境外營收佔比甚至超過了復星國際,達到57%。海南礦業在非洲馬里的布谷尼鋰礦一期已啟動試生產,加上洛克石油馬來西亞油田項目和完成併購的阿曼油田項目,海南礦業正加速打造覆蓋西非、中東、東南亞的「礦產+能源」網絡。長期紮根上海的豫園燈會,近年來也持續走出國門,繼2023年底首次出海法國巴黎後,2025年1月主題燈組亮相越南河內,獻禮中越建交75周年;6月在泰國曼谷著名商業地標暹羅天地ICONSIAM點亮,慶祝中泰建交50周年。豫園旗下擁有268年歷史的中華老字號松鶴樓,在英國倫敦開出海外首店。豫園珠寶時尚集團也將於年底前實現出海,目的地鎖定中國香港、中國澳門和東南亞地區。復星旗下的海外企業,也在積極「出海」,在全球拓展業務。今年上半年,復星葡萄牙保險國際業務佔總業務量比重達28.2%,海外毛保費達9.24億歐元。復星旗下的全球度假村集團Club Med地中海俱樂部,今年上半年全球業績再創新高,營業額達人民幣92.5億元,同比增長3.8%;經營利潤達人民幣12.7億元,同比增長11.0%。迎來新一輪估值修復持續推進創新和全球化,一方面需要真金白銀的投入,另一方面更需要長期主義的思維和坐「冷板凳」的耐心。對於每天都在考慮生存發展的企業而言,不是一件容易堅持的事。復星自1992年創立以來,在大健康領域的創新研發堅持高投入至今,近年來進入收穫期,對整體企業的營收貢獻持續增長,在當前生物醫藥及AI引領的科技創新蓬勃發展的大環境下,存在以創新大單品帶動企業進入高彈性增長的可能性。而復星的全球化更是一部「先手棋」,始自2007年復星國際上市。在眾多企業在國內廝殺時,復星已抓住2008年世界金融危機的契機,在海外持續推進產業佈局。近年來隨着國內競爭「內捲」加劇,「不出海便出局」成為眾多企業面臨的戰略選擇。而復星此時的海外收入已經佔比超過半壁江山,十多年深度的全球產業佈局,給復星帶來的發展紅利正在持續釋放。復星中期業績顯示,上半年復星持續優化資產組合,財務狀況保持穩健,現金儲備充裕。截至2025年6月30日,總債務佔總資本比率為53%,負債比率保持健康。2025年5月,國際評級機構標普充分肯定復星信用指標,確認評級展望為「穩定」。上半年,復星健康業務板塊的港股上市公司市值表現亮眼,帶動底層資產價值重估。隨著宏觀環境日趨好轉,復星國際已重啟新一輪估值修復。 Copyright 2025 亞太商訊 via SeaPRwire.com.
More

達美樂中國2025年上半年業績表現亮眼 展現西式快餐市場滲透新範本

香港,2025年8月29日 - (亞太商訊 via SeaPRwire.com) - 隨著中國消費者對西式快餐的接受度和喜愛度越來越高,中國的西式快餐市場保持高速增長。达势股份(1405.HK)作為達美樂比薩在中國大陸、中國香港特別行政區和中國澳門特別行政區的獨家總特許經營商(以下簡稱:「達美樂中國」/「公司」),近期報告了2025年上半年業績,其在競爭白熱化的中國西式快餐市場中脫穎而出,樹立了卓越業績新標桿,在保持高效運營的同時,進一步提升市場競爭力。財務表現亮眼 體現多重競爭優勢根據弗洛斯特沙利文數據,按2024年比薩銷售額計算,達美樂比薩已躍升為中國第二大比薩品牌。但達美樂中國並未止步於此,2025年上半年業績表現優異,多項指標創歷史新高,維持積極的增長勢頭。達美樂中國銷售額連續多年達到兩位數增長,上半年營業額高達25.9億元(人民幣,下同),同比增長27.0%。2024年公司首次實現全年報告與調整後淨利潤均為正,2025上半年淨利潤同比大幅增長504.4%達到6,592萬元,經調整淨利潤同比增長79.6%達到9,142萬元。在市場波動的背景下,在收入增長又同時實現利潤提升,這印證了其增長韌性。達美樂中國門店網絡近年來不斷快速擴張。自現任管理團隊於2017年三季度上任以來,達美樂中國充分實踐「走深走廣」的高質量門店擴張戰略,門店網絡已從一百多家擴張到1,198家店,進駐了中國大陸48個城市。自2022年12月進入中西部地區市場以來,短短兩年半內,達美樂中國已經完成100家門店佈局。達美樂中國的擴張戰略相較於速度更側重於質量。公司建立了嚴格的門店審閱基準以確保每一家新店都具備長期盈利的能力,這使得其門店汰換率遠低於行業水平。門店的高質量不僅體現在數量上,更是體現在其全球達美樂系統中遙遙領先的銷售能力。新市場新開門店廣受消費者歡迎,經常可見賓客盈門的景象。瀋陽首店僅僅開業198天就打破了此前由廈門首店創下的超3,100萬元的年度銷售記錄。今年8月,邯鄲首店更是以超54萬人民幣的銷售額和6,000多筆訂單打破達美樂全球門店首日銷售記錄。目前達美樂中國已佔據達美樂全球超21,500家門店首30天銷售額排行榜中前50名中48個席位。達美樂中國展現了強大的業務韌性:即便在新增門店與市場波動的雙重壓力下,其在剔除了超高產城市門店進入同店週期影響因素後,同店銷售(SSSG)依然逆勢實現正增長,這得益於其卓越的運營控制能力。2025年,在上海新國際博覽中心舉辦的SIAL西雅國際食品展(上海)上發佈的《2025 披薩新潛力白皮書》指出,外賣滲透率提升是中國比薩市場強勁增長的主要動力之一。2022年,中國比薩行業線上市場份額首度超過線下市場,佔比達58.1%,預計未來幾年線上市場佔比有望持續提升。達美樂中國多年提供有保障的配送服務,品牌給出「外送30分鐘必達,超時送免費比薩券」的配送服務保障承諾,上半年整體準點送達率高達94%,為未來線上市場擴張奠定基礎。產品運營多管齊下 深耕消費體驗依託達美樂全球品牌的資產能力和本土供應鏈管理能力,達美樂中國逐步實現高效的經營效率,為消費者提供高質價比的美味比薩和多樣化的消費體驗。在餐飲行業之中,產品的味道是最主要的競爭力之一。達美樂中國菜單保留經典暢銷款產品,並多年維持定價一致性,確保消費者即便在久未光顧後,也依舊能夠獲得熟悉的味道和消費體驗,從而獲得了高度的品牌認同感和消費者信任。與此同時,達美樂中國從未停止擁抱變化、產品創新,積極進行口味、食材組合的創新,也十分重視餅底多樣化。2025上半年,達美樂中國進一步豐富廣受歡迎的榴蓮比薩系列和火山餅底,推出迪拜巧克力風情貓山王榴蓮比薩、可可火山餅底等新組合,也加入托斯卡納風情芝濃三文魚比薩、可可熔岩流心芝士卷邊等新產品。達美樂中國提供豐富的配料和餅底選擇,結合高度自定義的小程序點單系統,為消費者創造了超400種風味組合,這不僅給予了顧客自由探索的樂趣,更能精準滿足每一位消費者的個性化口味需求,體現了達美樂中國深厚的品類專業度和精準的消費者洞察力。如今平價西餐快餐品牌正在加速市場下沉,觸達更多下沉市場的消費場景。《2025披薩新潛力白皮書》預計2025年至2027年,中國三線及以下城市有望新增1.5萬家比薩門店。在產品多樣化的基礎上,達美樂中國的價格策略同具競爭優勢。其菜單結構清晰,菜單劃分了物超所值、經典風味和甄選尊享三種價格分類,以滿足不同消費層級的需求。渠道策略上,同時上架第三方外賣平台,有節奏和選擇性的參加平台活動,以保持品牌定價優勢。此外,公司同步構建會員生態,雙重驅動:1.「達人薈」會員可參與新品小遊戲有機會獲得免費比薩和小食券;2. 在積分抵扣活動中,達美樂中國提供最高達10%的積分可兌換金額為消費者提供了實質性好處;3.又融入積分抽獎、入會好禮等活動,進一步提升了會員活躍度。為進一步觸達年輕一代消費者,達美樂中國在營銷上也積極創新調整。品牌營銷邁向多元化,向跨界合作和社交媒體平台拓展。品牌通過一系列精心選擇的IP合作,從去年的騰訊《白荊回廊》、Hello Kitty到今年的網易《蛋仔派對》以及近期的史努比,前述IP涵蓋年輕消費者喜愛的遊戲及文化IP。達美樂中國深度切入年輕圈層的文化語境,強化和年輕消費者的情感連接,讓品牌在交易屬性之外建立了更強的文化共鳴。同時,達美樂中國去年開始陸續佈局抖音等短視頻與直播陣地,旨在通過社交媒體平台擴大影響力,持續強化其年輕化、數字化的品牌形象。2025年上半年,達美樂中國的會員計劃「達人薈」累計會員數同比增長55.2%至3,010萬,成為上半年業績中最亮眼的戰略成果之一。會員收入貢獻佔比從63.6%進一步提升至66%,會員規模與粘性雙升,用戶池擴張的同時深化用戶參與度與忠誠度。消費者群體更為多元,將美味比薩帶給更多消費者。平衡增長下的長期潛力達美樂中國2025年上半年的表現展現了健康增長和盈利能力的難得平衡。在不斷變化的消費環境中,品牌繼續構建可持續競爭優勢,為公司保持增長、搶佔市場份額奠定了堅實基礎。憑藉美味、高質價比、高效率的產品和廣受信賴的品牌力以及紮實的運營根基,達美樂中國在高速增長的西式快餐賽道中脫穎而出。在規模持續擴大的同時,公司始終注重單店模型健康度和運營效率,支撐了整體盈利質量的穩步提升。這種兼具爆發力與韌性的發展模式,使達美樂中國成為西式快餐行業中一個極具吸引力的長期增長範本,展現出穿越週期、持續創造價值的巨大潛力。 Copyright 2025 亞太商訊 via SeaPRwire.com.
More