（原标题：000893、605499，机构积极关注） 券商月度金股凝聚了券商研究团队对宏观环境、行业趋势和个股价值的综合判断，被不少投资者视为观察市场风向的重要窗口，具有一定的参考 价值。 6月券商研判来了 据证券时报·数据宝统计，截至6月2日，已有23家券商机构发布对于6月A股市场的最新研判，其中，共计157只个股被纳入券商6月金股名单。 分行业统计，机械设备、电子和医药生物排名前三，分别有17只、14只、13只个股上榜；汽车、食品饮料、传媒、电力设备、非银金融等行业紧 随其后，上榜个股数量均在7只及以上。 中国银河认为，公司特饮大单品持续成长，第二成长曲线快速放量。长期看，随着消费群体与场景的持续拓展，功能饮料品类持续扩容，公司具 备先发优势，有望受益。此外，公司在海外已有基地布局和组织架构建设，叠加拟发行H股并于港交所上市，助力国际化再启新程。公司业绩的 确定性与成长性较稀缺。 从一季度业绩来看，上述21只券商6月金股表现优异，今年一季度全部实现盈利。以净利润变动统计，13股净利润同比增幅超过10%，亚钾国际、 万马科技、巨化股份同比翻倍。 万马科技表示，一季度营收同比增长78.24%，归母净利润增长2 ...

Financial Performance - The company reported a revenue increase of 15% year-over-year, reaching HKD 1.2 billion for the fiscal year 2024[2]. - Total revenue for the year ended December 31, 2024, decreased by HKD 5.5 million or 1.1% to HKD 481.6 million compared to HKD 487.1 million in 2023[21]. - The group recorded a consolidated loss of HKD 340.2 million for the year, compared to a loss of HKD 164.4 million in 2023, with a loss per share of HKD 1.16[21]. - EBITDA for the year was HKD 166.9 million, down from HKD 173.4 million in 2023, with a basic loss of HKD 39.0 million compared to HKD 28.3 million in 2023[22]. - Interest expenses increased by HKD 6.1 million due to high interest rates, contributing to the rise in basic loss[22]. - Total equity amounted to HKD 8,541.2 million, down from HKD 8,912.7 million in 2023[22]. - The board proposed a final dividend of HKD 0.05 per ordinary share, down from HKD 0.06 in 2023[23]. - The company declared an interim dividend of HKD 0.04 per share, totaling HKD 11,507,000, down from HKD 17,260,000 in the previous year[50]. - Total dividends for the year amount to HKD 0.09 per share, a decrease from HKD 0.12 per share in the previous year[51]. Business Growth and Strategy - User data showed a growth of 25% in active users, totaling 2 million by the end of the fiscal year[2]. - The company provided a positive outlook, projecting a revenue growth of 10-12% for the next fiscal year[2]. - New product launches contributed to a 30% increase in sales in the last quarter, with three major products introduced[2]. - Market expansion efforts have led to a 20% increase in market share in Southeast Asia[2]. - The company is considering strategic acquisitions to further enhance its product offerings and market presence[2]. - The company plans to increase its marketing budget by 25% to support new product launches and brand awareness[2]. - A new partnership with a leading tech firm is expected to drive innovation and improve service delivery[2]. Real Estate and Property Management - The core property leasing business remained stable, with gross leasing income slightly down by 0.1% year-on-year[21]. - Rental income from Hong Kong properties increased by 4.5%, offset by a decline in rental income from the US business[21]. - The gross rental income in Hong Kong was HKD 292.9 million, an increase of HKD 12.5 million or 4.5% compared to the previous year[27]. - The gross rental income for Montgomery Plaza in the US was HKD 57.3 million in 2024, a decrease of HKD 12.8 million or 18.3% from the previous year[28]. - Approximately 25% of the company's revenue comes from hotel operations, which face high fixed costs for daily operations and maintenance[151]. - The hotel occupancy rate has declined to approximately 60%-70% due to increased competition from more affordable overseas travel destinations and changing consumption patterns of mainland tourists[151]. - The company is implementing a diversified business strategy targeting local and mainland Chinese markets to improve occupancy rates[151]. Risk Management and Compliance - The company is committed to integrity and ethical values, with the board overseeing the effectiveness of the internal control system[142]. - The company faces high interest rate risk due to floating rate bank loans, which are influenced by the Hong Kong Interbank Offered Rate and the US Secured Overnight Financing Rate[148]. - The company is implementing prudent liquidity risk management by maintaining sufficient cash reserves and negotiating credit lines to ensure financial stability[148]. - The company is assessing the effectiveness of its risk management and internal control systems annually, focusing on financial, compliance, and operational functions[146]. - The company has established mechanisms to ensure the board receives independent views and opinions, including the appointment of independent non-executive directors to committees[100]. - The company has maintained compliance with relevant laws and regulations throughout the year[80]. Environmental, Social, and Governance (ESG) - The company has established an environmental, social, and governance (ESG) working group to align with new regulatory requirements and monitor climate-related risks and opportunities[150]. - The company aims to reduce its total greenhouse gas emissions by 10% by the fiscal year 2032, using the fiscal year 2022 as a baseline[182]. - The company has implemented systematic processes to manage environmental, social, and governance (ESG) matters[178]. - The group identified 23 key sustainability topics impacting the environment and society through its operations[169]. - The ESG report was prepared following the principles of materiality, quantification, and consistency, ensuring meaningful comparisons with previous years[168]. - The company has established various channels for stakeholder engagement to enhance communication and trust[176]. - The company is committed to promoting water conservation awareness among tenants and customers[193]. - The company has not reported any violations of applicable environmental laws and regulations during the reporting year[179]. Corporate Governance - The company has adopted corporate governance practices to protect shareholder interests and enhance group performance, complying with the Hong Kong Stock Exchange's corporate governance code[93]. - The board consists of five executive directors, one non-executive director, and four independent non-executive directors, ensuring compliance with independence requirements[96]. - The company has established multiple committees, including the Audit Committee, Compensation Committee, and Nomination Committee, with specific written terms of reference for each[109]. - The company encourages all directors to participate in ongoing professional development, providing internal training sessions and materials[106]. - The company has appointed PwC as the independent auditor and approved their remuneration and terms of engagement[113]. - The board will review ESG performance and progress towards goals at least once a year[167].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不就因本公佈全部或任何部份內容而產生或因倚賴該 等內容而引致之任何損失承擔任何責任。 ( 於香港註冊成立之有限公司 ) (股份代號：89) 截至二零二四年十二月三十一日止年度 1 ⚫ 收入減少1.1至港幣481.6百萬元(二零二三年: 港幣487.1百萬元)。 ⚫ 撇除投資物業公允值虧損後的息稅折舊及攤銷利潤為港幣166.9百萬元(二零二三年: 港幣 173.4百萬元)。 ⚫ 本年度虧損港幣340.2百萬元(二零二三年: 港幣164.4百萬元)，包括投資物業公允值虧損 (扣除美國遞延所得稅後)港幣301.2百萬元(二零二三年: 港幣136.0百萬元)。 ⚫ 撇除投資物業公允值虧損及所有相關影響後，本集團錄得基礎虧損為港幣39.0百萬元(二 零二三年: 港幣28.3百萬元)。 ⚫ 擬派末期股息每股普通股港幣5仙(二零二三年: 港幣6仙)。 大生地產發展有限公司(「本公司」)董事會(「董事會」)宣佈本公司及其附屬公司(統稱「本集 團」)截至二零二四年十二月三十一日止年度之經審核綜合業績如下： ...

Financial Performance - Revenue for the six months ended June 30, 2024, was HKD 240,589,000, an increase of 4.9% compared to HKD 230,280,000 for the same period in 2023[8] - Gross profit for the same period was HKD 139,090,000, up from HKD 131,489,000, reflecting a gross margin improvement[8] - The company reported a loss of HKD 162,567,000 for the six months ended June 30, 2024, compared to a profit of HKD 146,523,000 in the prior year[9] - The basic and diluted loss per share for the period was HKD 0.55, compared to earnings of HKD 0.43 per share in the previous year[8] - Other comprehensive loss for the period was HKD 1,285,000, compared to a loss of HKD 581,000 in the same period last year[9] - Total sales costs and administrative expenses rose to HKD 181,059,000 for the six months ended June 30, 2024, up from HKD 172,591,000 in the same period of 2023, indicating an increase of about 4.3%[39] - Financial costs netted at HKD (75,719,000) for the six months ended June 30, 2024, compared to HKD (62,284,000) in the previous year, representing an increase of approximately 21.7%[42] - Other net income for the six months ended June 30, 2024, was HKD 1,047,000, down from HKD 3,729,000 in the same period of 2023, indicating a decline of approximately 71.9%[41] - Declared interim dividend per ordinary share was HKD 0.04 for the six months ended June 30, 2024, down from HKD 0.06 in 2023, reflecting a decrease of 33.3%[45] Assets and Liabilities - Total assets as of June 30, 2024, were HKD 11,731,008,000, a decrease from HKD 11,890,984,000 as of December 31, 2023[7] - Total equity decreased to HKD 8,728,792,000 from HKD 8,912,700,000, indicating a decline in shareholder value[7] - The company’s total liabilities increased to HKD 3,002,216,000 from HKD 2,978,284,000, indicating a rise in financial obligations[7] - Non-current assets totaled HKD 11,480,199,000, slightly down from HKD 11,627,376,000[6] - The company's total liabilities were HKD 4,278,284,000, with current liabilities at HKD 1,660,263,000 and non-current liabilities at HKD 1,318,021,000[34] - The group’s current liabilities net value as of June 30, 2024, was HKD 604,241,000, a significant decrease from HKD 1,396,655,000 at the end of 2023, indicating improved liquidity management[15] - Long-term bank loans secured amounted to HKD 2,201,668,000, with HKD 323,133,000 due within one year[35] - The total interest paid during the financing activities was HKD (84,575,000), compared to HKD (62,767,000) in the previous year, reflecting increased borrowing costs[12] Cash Flow - For the six months ended June 30, 2024, the net cash generated from operating activities was HKD 72,526,000, a decrease of 2.5% from HKD 74,467,000 in the same period of 2023[12] - The net cash used in investing activities was HKD (6,236,000), an improvement from HKD (10,181,000) in the previous year, indicating a reduction in investment outflows[12] - The net cash used in financing activities was HKD (78,622,000), slightly higher than HKD (78,589,000) in the prior year, reflecting stable financing costs[12] - As of June 30, 2024, cash and cash equivalents decreased to HKD 96,023,000 from HKD 119,861,000 at the end of the previous year, representing a decline of 19.9%[12] Investment and Capital Expenditures - Capital expenditures for the six months ended June 30, 2024, amounted to HKD 10,572,000, compared to HKD 18,287,000 for the same period in 2023, showing a reduction of approximately 42.3%[26] - Total capital commitments for investment properties and property, plant, and equipment amounted to HKD 15,585,000 as of June 30, 2024, compared to HKD 19,291,000 as of December 31, 2023, a decrease of about 19.5%[46] Shareholder Information - The issued and paid-up ordinary shares stood at 287,670,000 shares, with a total share capital of HKD 417,321,000[35] - Major shareholders include Kam Chaan Company with 138,998,248 shares, representing 48.32% of total shares[72] - As of June 30, 2024, the major shareholders of the company include 金運投資有限公司 with 6,738,664 shares and Montgomery Securities Nominee Limited with 2,922,190 shares, representing a total equity interest in the company[73] Corporate Governance - The company has adhered to the corporate governance code as per the listing rules, although the roles of Chairman and CEO are held by the same individual, which the board believes provides consistent leadership[75] - The audit committee reviewed the interim financial data for the six months ending June 30, 2024, with no differing opinions noted from the external auditor[76] Risk Management - The group continues to face various financial risks, including foreign exchange risk and liquidity risk, with no changes in risk management policies since the end of last year[18] - There are no foreign currency hedging activities as of June 30, 2024[60] Operational Performance - Revenue from property leasing was HKD 164,119,000, while hotel operations and related services generated HKD 39,587,000 and HKD 8,382,000 respectively, indicating a strong performance in these segments[22] - The average occupancy rates for the hotels were 75.5% and 91.0%, down from 81.4% and 96.3% respectively in the previous year[55] - The company continues to modernize its real estate portfolio and will closely monitor economic developments[67]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不就因本公佈全部或任何部份內容而產生或因倚賴該 等內容而引致之任何損失承擔任何責任。 (於香港註冊成立之有限公司) (股份代號：89) 二零二四年度中期業績公佈 | --- | --- | --- | |-------|----------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------| | | | | | | 財務摘要 | | | | 截至二零二四年六月三十日止六個月 | | | ⚫ | 收入增加 4.5 至港幣 240.6 百萬元（二零二三年六月三十日：港幣 | 230.3 百萬元）。 | | ⚫ | 撇除物業重估（虧損）／盈利 ...

ILD 大生地産發展有限公司 TAI SANG LAND DEVELOPMENT LIMITED (股份代號：89) 二 零 二 三 年 度 年 報 目錄 | --- | --- | |--------------------------------|-------| | | 頁次 | | 公司资料 … | | | 董事及高層管理人員之履歷詳情 … | | | 主席 報告 書 | 10 | | 管理層討論與分析 … | 11 | | 董事會報告… | 16 | | 企業管洽報告 … | 24 | | 環境、社會及管治報告 … | 45 | | 獨立核數節報告 | 72 | | 综合財務狀況表 | 77 | | 综合 損益表 … | 79 | | 综合全面收益表 | 80 | | 综合現金流量表 | 81 | | 综合權益變動表 | 82 | | 综合财務報表附註 | 83 | | 本集團之主要物業表 | | | 五年財務概要 . | | 4 5 大生地產發展有限公司 • 二零二三年度年報 l 公司資料 香港西貢區是一個寧靜安逸的地方，亦是許多著名住宅發展項目的所在地。這裡得天獨厚，有水清沙幼的沙灘、碧綠的 海 ...

Financial Performance - Total revenue increased by 10.7% to HKD 487.1 million for the year ended December 31, 2023, compared to HKD 439.9 million in 2022[25]. - The group reported a loss of HKD 164.4 million for the year, including a fair value loss on investment properties of HKD 136.0 million, compared to a profit of HKD 385.5 million in 2022[25]. - Basic loss after excluding property revaluation impacts was HKD 28.3 million, compared to a basic profit of HKD 36.5 million in 2022[25]. - The company reported a loss attributable to shareholders of HKD 185,656,000 for 2023, compared to a profit of HKD 360,115,000 in 2022, indicating a significant decline in profitability[26]. - The company reported a total comprehensive loss of HKD 165,046,000 for the year, compared to a comprehensive income of HKD 383,552,000 in 2022, indicating a substantial downturn[40]. - The company recorded a consolidated loss of HKD 164.4 million in 2023, compared to a profit of HKD 385.5 million in 2022, marking a significant decline[65]. - The basic and diluted loss per share for the year was HKD 0.65, compared to earnings per share of HKD 1.25 in the previous year[26]. Revenue Sources - Core property leasing business saw a slight increase in gross rental income by 2.9% year-on-year[3]. - Revenue from hotel and catering business increased by HKD 35.4 million or 49.3%[3]. - Hotel operations revenue increased to HKD 86.6 million in 2023 from HKD 57.8 million in 2022, representing a growth of 49.8%[50]. - The hotel room revenue and food and beverage revenue for 2023 amounted to HKD 107.1 million, an increase of HKD 35.4 million or 49.3% compared to HKD 71.7 million in 2022[116]. - The office rental income for Montgomery Plaza in 2023 was HKD 70.1 million, a decrease of HKD 3.4 million or 4.6% from 2022[96]. Assets and Liabilities - The total assets as of December 31, 2023, were HKD 11,890,984,000, down from HKD 12,133,849,000 in 2022, showing a decrease of approximately 2%[29]. - The company's non-current assets, including investment properties, decreased to HKD 9,621,524,000 from HKD 9,857,923,000, a decline of about 2.4%[29]. - The net current liabilities increased to HKD 1,396,655,000 in 2023 from HKD 820,403,000 in 2022, indicating a significant rise in short-term financial obligations[31]. - The total liabilities decreased to HKD 2,978.3 million in 2023 from HKD 3,018.7 million in 2022[71]. - The company’s non-current liabilities, including long-term bank loans, decreased to HKD 1,318.0 million in 2023 from HKD 1,904.2 million in 2022[71]. - The total equity attributable to shareholders decreased to HKD 8,912,700,000 from HKD 9,115,120,000, reflecting a decline of approximately 2.2%[29]. - Total equity decreased by HKD 202.4 million to HKD 8,912.7 million, down from HKD 9,115.1 million in 2022[117]. Financial Management - The group aims to maintain sufficient cash and cash equivalents to meet short-term funding needs[10]. - The group will continue to review its property portfolio and manage resources to ensure sufficient internal funding for financial obligations[10]. - The company has refinanced long-term bank loans amounting to HKD 1,018,391,000, extending the maturity to December 2026, which enhances liquidity[31]. - The total interest expense for the year was HKD 145.7 million, an increase of HKD 74.5 million or 104.6% compared to HKD 71.2 million in 2022[112]. - Financial costs increased significantly to HKD 145,743,000 from HKD 71,225,000 in the previous year, representing an increase of approximately 104%[86]. Future Outlook - The economic outlook for Hong Kong is expected to improve with government initiatives to attract international capital and talent[5]. - The company expects a moderate recovery in the leasing market for retail and residential units in 2024, driven by new leases and renewals[69]. - The company anticipates that Hong Kong interest rates may start to decline in the second half of 2024, potentially boosting economic growth[67]. Dividends and Capital Expenditures - Proposed final dividend of HKD 0.06 per share, consistent with the previous year[25]. - Capital expenditures for the year were HKD 36,470,000, up from HKD 46,935,000 in the previous year, reflecting a decrease of approximately 22%[79][81]. - The capital expenditure for the year ended December 31, 2023, was HKD 36.5 million, down from HKD 46.9 million in 2022[98]. Miscellaneous - There were no significant investments or acquisitions of subsidiaries, associates, or joint ventures during the year ended December 31, 2023[123]. - The auditors confirmed that the preliminary performance announcement figures were consistent with the group's consolidated financial statements for the year ended December 31, 2023[129].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不就因本公佈全部或任何部份內容而產生或因倚賴該 等內容而引致之任何損失承擔任何責任。 (於香港註冊成立之有限公司) (股份代號：89) 二零二三年度中期業績公佈 財務摘要 截至二零二三年六月三十日止六個月  收入增加 7.9至港幣 230.3 百萬元（二零二二年：港幣 213.4 百萬元）。  本期溢利港幣 146.5 百萬元（二零二二年：港幣 261.4 百萬元），包括投資物業公允值盈 利（扣除美國遞延稅項後）港幣 152.0 百萬元（二零二二年：港幣 220.0 百萬元）。  撇除物業重估盈利及所有相關影響後，本集團錄得基本虧損港幣 5.5 百萬元，比對去年同期基 本溢利港幣41.4 百萬元。  宣派中期股息每股普通股港幣 6仙。 ...

附註： 與二零二一年相比排名上升 與二零二一年相比排名下降 排名不變 審核委員會於二零二三年三月舉行了會議以檢討風險管理及內部監控系統，並確認該等系統足夠及有效。 向董事會傳達監察檢討結果的次數及詳盡程度亦認為足夠。 董事會認為監控措施存在、有效及足夠，並無識別出重大的監控失誤或弱項。另外，已檢討在會計、內部 審核、財務匯報職能方面以及與環境、社會及管治表現和匯報相關的資源、職員的資歷及經驗、培訓課程 及預算並確認為足夠。 大生地產發展有限公司t二零二二年度年報 45 企業管治報告 處理及發佈內幕消息 就根據上市規則及香港法例第571章《證券及期貨條例》處理及發佈內幕消息而言，本集團已採取不同程序 及措施，包括提高本集團內幕信息的保密意識、定期向有關董事和僱員發送禁售期和證券交易限制的通 知、在需要知情的基礎上向指定人員傳播信息以及嚴格遵守證券及期貨事務監察委員會於二零一二年六 月頒佈的「內幕消息披露指引」。 董事會代表 主席 馬清偉 香港，二零二三年三月二十四日 關於本報告 大生地產發展有限公司（「本公司」）連同其附屬公司（簡稱「本集團」或「我們」）主要從事物業投資、物業租 賃、物業發展、房地產管理及代理、 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不就因本公佈全部或任何部份內容而產生或因倚賴該 等內容而引致之任何損失承擔任何責任。 (於香港註冊成立之有限公司) (股份代號：89) 二零二二年全年業績公佈 財務摘要 截至二零二二年十二月三十一日止年度  收入增加 8.1至港幣 439.9 百萬元（二零二一年: 港幣 407.0 百萬元）。  本年度溢利港幣385.5百萬元（二零二一年: 港幣654.4百萬元），包括投資物業公允值盈 利（扣除美國遞延所得稅後）港幣349.0百萬元（二零二一年: 港幣601.4百萬元）。  撇除物業重估盈利及所有相關影響後，基本溢利減少31.1%至港幣36.5百萬元（二零二一 年: 港幣53.0百萬元）。 ...