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黄金股早盘强势!华富永鑫灵活配置混合(A/C:001466/001467) 聚焦黄金股投资
Xin Lang Cai Jing· 2025-06-03 03:51
华福证券也表示,短期而言,美"对等关税"的潜在风险及不确定性引发市场避险情绪支撑金价,整体呈 现易涨难跌格局;中长期而言,全球关税政策和区域政治的不确定性背景下,避险和滞涨交易仍是黄金 交易的核心,长期配置价值不改。 华富永鑫灵活配置混合(A/C:001466/001467)聚焦黄金股投资,分散化持有A股黄金相关的上市公司, 既可充分反映金价上升对相关公司盈利和股价的利好,也可规避持有单一黄金股的经营风险。 消息面上,国际金价大涨,周一现货黄金突破3380美元/盎司,为5月8日来首次。周二亚洲早盘黄金继 续高开高走,盘中最高突破3390美元/盎司。周一COMEX黄金期货收涨2.74%,报3406.4美元/盎司。 中邮证券指出,贸易逆差缩减的本质是美债买盘的衰减,美国长债利率上行概率加大,黄金的配置价值 凸显。具体来说,只要长端美债名义利率位于4%以上,黄金上涨趋势大概率就会持续。黄金上行开 始,持续关注黄金股投资机会。 Wind数据显示,2025年6月3日,黄金股板块走强, 西部黄金涨停, 曼卡龙涨超16% 、菜百股份逼近涨 停、潮宏基涨超9%、 晓程科技涨近7%、赤峰黄金涨超5% 、莱绅通灵 、特力A等个股 ...
全球金价屡创记录!华富永鑫灵活配置混合(A/C:001466/001467)深度布局黄金产业链,净值再创历史新高
Xin Lang Cai Jing· 2025-04-22 09:13
Group 1 - Gold prices have surged, reaching a historic high of $3,500 per ounce, with a year-to-date increase of 33% and a maximum rise of over $400 in the last 10 trading days, driven by strong global demand for safe-haven assets [1] - The Hua Fu Yong Xin Flexible Allocation Mixed Fund has heavily invested in gold-related companies such as Zijin Mining, Shandong Gold International, and others, achieving a year-to-date increase of 37.31% as of April 21, 2025 [1] - The fund manager believes that the declining trust in credit currencies, particularly the US dollar, amid complex international political and economic conditions, will continue to drive investor preference for gold, suggesting a potential for stable price increases in the future [1] Group 2 - The market risk appetite has rebounded due to ongoing growth stabilization policies, with gold stocks experiencing valuation recovery following external shocks like tariffs [2] - Domestic gold mining companies are increasing capital investments, with new production capacity expected to come online gradually, while gold mining costs remain stable [2] - Gold stocks are currently valued at historical lows, with the SSH Gold Stock Index at a low valuation percentile of 19.71% and a price-to-earnings ratio of approximately 17.8, indicating potential for significant upward movement in profits and valuations [2]
TAI PING CARPET(00146) - 2025 - 中期财报
2025-03-06 08:31
2024/25 中期報告書 Tai Ping Carpets International Limited 太平地氈國際有限公司* Stock Code: 146 Tai Ping Carpets International Limited 於百慕達註冊成立之有限公司 股份代號 : 146 www.taipingcarpets.com www.taipingcarpets.com *中文名稱僅供識別 Tai Ping Carpets International Limited Interim Report 2024/25 Incorporated in Bermuda with Limited Liability 太平 Interim Report 2024/25 中期報告書 目錄 1 管理層討論與分析 2 企業管治及其他資料 5 簡明綜合收益表 9 簡明綜合全面收益表 10 簡明綜合財務狀況表 11 簡明綜合權益變動表 13 簡明綜合現金流動表 14 簡明綜合財務報表附註 15 公司資料 28 管理層討論 與分析 太平地氈國際有限公司(「本公司」)董事會(「董事會」)特此提呈本公司及其附屬公司(「本集團」)截 ...
TAI PING CARPET(00146) - 2025 - 中期业绩
2025-02-19 12:10
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分內容而 產生或因倚賴該等內容而引致之任何損失承擔任何責任。 TAI PING CARPETS INTERNATIONAL LIMITED 太平地氈國際有限公司* (於百慕達註冊成立之有限公司) (股份代號:146) 分銷及行政費用總額較去年增加1% ,由於採取嚴格的成本管控措施,從而大幅減輕通脹 影響。 截至二零二四年十二月三十一日止六個月 中期業績 太平地氈國際有限公司* (「本公司」)董事會(「董事會」)特此提呈本公司及其附屬公司(「本 集團」)截至二零二四年十二月三十一日止六個月(「本期間」)之中期業績公佈及簡明綜合 中期財務報表,連同去年同期之比較數字。本集團之綜合中期財務報表未經審核,而包 含該等財務報表之業績公佈已由本公司審核委員會審閱。 財務摘要 | | 截至十二月三十一日止 | | | --- | --- | --- | | | 六個月 | | | | 二零二四年 | 二零二三年 | | | 港幣千元 | 港幣千元 | | 收益 | 308,356 ...
TAI PING CARPET(00146) - 2024 - 年度财报
2024-10-14 08:57
Financial Performance - For the fiscal year ending June 30, 2024, the total revenue was approximately HKD 640 million, representing a 7% increase from HKD 601 million in the previous year[13]. - The net profit attributable to shareholders was approximately HKD 42 million, a 10% increase from HKD 38 million in the prior year[13]. - The pre-tax profit grew by 19% to approximately HKD 48 million, driven by increased sales and strict cost control[13]. - The group's consolidated revenue for the fiscal year ending June 30, 2024, increased by 7% to approximately HKD 640 million, compared to approximately HKD 601 million in the previous year, marking the third consecutive year of growth since the COVID-19 pandemic[17]. - Operating profit rose by 14% to approximately HKD 46 million, up from approximately HKD 40 million recorded in the previous year[18]. - The company reported a basic earnings per share of HKD 19.85, up from HKD 18.11 in the previous year[7]. - The gross profit margin improved by 2% to 62%, driven by a favorable sales mix, increased productivity at the Xiamen production facility, and a decline in global freight costs[18]. - The carpet business generated revenue of approximately HKD 625 million, a 7% increase from approximately HKD 582 million last year, with Europe, the Middle East, and Africa showing the highest growth rate of 12%[18]. Assets and Liabilities - The company’s total assets as of June 30, 2024, were HKD 832,566 thousand, up from HKD 792,867 thousand the previous year[9]. - The total liabilities increased to HKD 377,626 thousand from HKD 364,273 thousand year-over-year[9]. - The total cash and bank balances as of June 30, 2024, amounted to approximately HKD 263 million, up from approximately HKD 218 million as of June 30, 2023, with no unsecured bank borrowings[23]. Corporate Governance - The company has maintained compliance with the corporate governance code as per the Hong Kong Stock Exchange's listing rules for the fiscal year ending June 30, 2024[30]. - The board emphasizes the importance of diversity, including gender diversity, in business development and has adopted a diversity policy to ensure a varied composition of board members[32]. - The company is committed to high standards of corporate governance, focusing on transparency, independence, accountability, and fairness[31]. - The board believes that strong corporate governance is crucial for long-term performance and value creation for shareholders and stakeholders[31]. - The company has a mission and values aligned with its corporate culture, promoting integrity and ethical conduct throughout its operations[31]. - The board consists of experienced members with diverse backgrounds, enhancing decision-making and strategic direction[32]. - The company has established a nomination committee to review and recommend board appointments, ensuring a merit-based selection process[32]. - The board is committed to fostering an inclusive environment where all opinions are valued and discrimination is not tolerated[32]. Sustainability and ESG Initiatives - The company launched its first natural product series, the Biophilic Program, emphasizing its commitment to sustainability[13]. - The company is focusing on enhancing its sustainable development positioning through long-term planning and improving production efficiency at its Xiamen facility[19]. - The company achieved a silver rating in the Ecovadis sustainability assessment, ranking in the top 23% of evaluated companies, highlighting its commitment to sustainable development and responsible business operations[89]. - The company has set various key performance indicators related to environmental performance, which are monitored monthly to ensure targets are met[89]. - The company aims to achieve zero environmental pollution incidents and comply with water and air pollution discharge standards, with all targets currently met[90]. - The company is committed to reducing greenhouse gas emissions primarily from manufacturing and transportation, implementing measures to minimize transport-related emissions[91]. - The company has established an Environmental, Health, and Safety department to manage policies and procedures for sustainable operations[83]. - The company has implemented a comprehensive waste management policy to ensure compliance with waste regulations and minimize negative environmental impacts[98]. Employee Engagement and Welfare - The company provides extensive employee benefits, including accommodation, meal plans, paid leave, and additional medical insurance, contributing to a cohesive work environment and low turnover rates[102]. - The annual sports event saw over 150 employees participate, promoting a healthy corporate culture and employee engagement[104]. - A total of 531 employees participated in various training programs, including first aid training for Xiamen production workshop staff[109]. - The company emphasizes two-way communication with employees through annual performance evaluations to discuss career planning and areas for improvement[109]. Shareholder Communication - Shareholders have the right to speak and vote at general meetings, with all resolutions presented for voting according to listing rules[69]. - The company emphasizes effective, transparent, and continuous communication with shareholders and investors through various channels, including the company website and investor briefings[72]. - The board of directors and external auditors attended the annual general meeting on December 7, 2023, and deemed the shareholder communication policy effective during the review period[72]. Financial Reporting and Audit - The company’s financial performance is audited by KPMG, ensuring that the consolidated financial statements reflect the group's true and fair condition[40]. - The audit committee confirmed that the audited consolidated financial statements fairly present the group's financial position and performance for the year[55]. - The company is responsible for preparing financial statements that are free from material misstatement due to fraud or error, and for evaluating the group's ability to continue as a going concern[153]. Future Outlook - The company plans to continue investing in digital promotion and expanding its product diversification strategy[13]. - The company plans to continue its market expansion and product development strategies in the upcoming fiscal year[170].
TAI PING CARPET(00146) - 2024 - 年度业绩
2024-09-20 10:54
Financial Performance - For the fiscal year ending June 30, 2024, the company reported total revenue of HKD 640,215,000, an increase of 6.6% from HKD 600,596,000 in the previous year[1] - Gross profit for the same period was HKD 395,013,000, up from HKD 359,914,000, reflecting a gross margin improvement[1] - Operating profit increased to HKD 45,557,000, compared to HKD 39,927,000 in the prior year, marking a growth of 14.1%[1] - Net profit attributable to shareholders rose to HKD 42,113,000, a 9.4% increase from HKD 38,424,000 year-over-year[1] - Basic and diluted earnings per share increased to HKD 19.85, up from HKD 18.11, representing a growth of 9.6%[1] - The group reported a net profit of HKD 42,113 thousand for the year ending June 30, 2024, compared to HKD 38,424 thousand for the previous year, indicating an increase of about 7.5%[10] - The pre-tax profit increased by 19% to approximately HKD 48 million, driven by increased sales, strict cost control, and improved manufacturing productivity[22] - Net profit attributable to shareholders was approximately HKD 42 million, a 10% increase from approximately HKD 38 million in the previous year[22] Assets and Liabilities - Total assets as of June 30, 2024, were HKD 832,566,000, an increase from HKD 792,867,000 in the previous year[3] - The total assets of the group as of June 30, 2024, amounted to HKD 832,566 thousand, up from HKD 792,867 thousand in the previous year, reflecting a growth of approximately 5%[10] - The group’s total liabilities as of June 30, 2024, were HKD 377,626 thousand, an increase from HKD 364,273 thousand in the previous year, indicating a rise of approximately 3.7%[10] Equity and Dividends - The company’s total equity increased to HKD 454,940,000 from HKD 428,594,000, reflecting a growth of 6.1%[4] - The company declared a final dividend of HKD 25,462,000, compared to HKD 19,097,000 in the previous year, indicating a significant increase in shareholder returns[4] - The board proposed a final dividend of HKD 0.12 per share, totaling approximately HKD 25.46 million, an increase from HKD 19.1 million last year[33] Cash Flow and Liquidity - The company reported a net cash position of HKD 129,551,000, a decrease from HKD 217,657,000, indicating a shift in liquidity management[3] - The company reported a total cash and bank balance of approximately HKD 263 million as of June 30, 2024, compared to HKD 218 million the previous year[32] Operational Highlights - The company’s inventory increased to HKD 49,515,000 from HKD 46,418,000, suggesting a strategic buildup in stock levels[3] - The group’s operating profit before tax for the year was HKD 47,788 thousand, compared to HKD 40,012 thousand in the previous year, marking an increase of around 19.4%[10] - The group’s employee benefit expenses increased to HKD 214,251 thousand in the year ending June 30, 2024, compared to HKD 203,638 thousand in the previous year, reflecting an increase of about 5.3%[11] - The company continued to invest in innovation, technology, and training to enhance performance and maintain employee health and safety as a priority[22] - The company upgraded its Oracle ERP system to enhance operational support and is focusing on further developing automated sales processes[29] Market Performance - The carpet business generated revenue of approximately HKD 625 million, a 7% increase from HKD 582 million last year[25] - Sales in Europe, the Middle East, and Africa recorded the highest growth of 12%, while Asia and the Americas saw increases of 7% and 3%, respectively[25] - The overall gross profit margin for the carpet business improved to 63%, up from 61% last year, due to economies of scale and improved productivity[25] Strategic Initiatives - The company launched its first natural product series, the Biophilic Program, reflecting its commitment to sustainability[22] - The company strategically opened new showrooms in Shanghai, Hong Kong, and London to enhance brand visibility and drive retail growth[30] - The company launched new creative product lines, including the Callidus Guild series and The Biophilic Program, showcasing innovative craftsmanship[30] Financial Management and Governance - The audit committee was established on September 23, 2005, consisting of two independent non-executive directors and one non-executive director[38] - The audit committee held four meetings during the year to review interim and annual reports, external auditor plans, and discuss financial reporting and risk management[38] - The preliminary financial statements for the year ending June 30, 2024, were reviewed by the audit committee and found to have no discrepancies compared to the amounts audited by KPMG[39] - The board of directors confirmed their responsibility for preparing the consolidated financial statements and found no events that would raise significant doubt about the company's ability to continue as a going concern[39] - The company will publish its annual report for 2023/2024 at an appropriate time, which will be sent to shareholders and posted on the company's website[41]
TAI PING CARPET(00146) - 2024 - 中期财报
2024-03-13 08:38
2023/24中期報告書 Tai Ping Carpets International Limited 太平地氈國際有限公司* 於百慕達註冊成立之有限公司 股份代號 : 146 www.taipingcarpets.com *中文名稱僅供識別 Tai Ping Carpets International Limited 太平 Interim Report 2023/24 中期報告書 目錄 1 管理層討論與分析 2 企業管治及其他資料 5 簡明綜合收益表 9 簡明綜合全面收益表 10 簡明綜合財務狀況表 11 簡明綜合權益變動表 13 簡明綜合現金流動表 14 簡明綜合財務報表附註 15 公司資料 28 管理層討論 與分析 太平地氈國際有限公司(「本公司」)董事會(「董事會」)特此提呈本集團截至二零二三年十二月三十一日止六個月 (「本期間」)之中期報告書及簡明綜合中期財務報表,連同去年同期之比較數字。本集團截至二零二三年十二月三 十一日止六個月之簡明綜合收益表、全面收益表、現金流動表及權益變動表以及於二零二三年十二月三十一日之 簡明綜合財務狀況表連同選定解釋附註均未經審核及由本公司審核委員會審閱,載於本報告第9 ...
TAI PING CARPET(00146) - 2024 - 中期业绩
2024-02-23 12:17
太平地氈國際有限公司* (「本公司」)董事會(「董事會」)特此提呈本公司及其附屬公司(「本 集團」)截至二零二三年十二月三十一日止六個月(「本期間」)之中期業績公佈及簡明綜合 中期財務報表,連同去年同期之比較數字。本集團之綜合中期財務報表未經審核,而包 含該等財務報表之業績公佈已由本公司審核委員會審閱。 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分內容而 產生或因倚賴該等內容而引致之任何損失承擔任何責任。 TAI PING CARPETS INTERNATIONAL LIMITED 太平地氈國際有限公司* (於百慕達註冊成立之有限公司) (股份代號:146) 截至二零二三年十二月三十一日止六個月 中期業績 財務摘要 | | 截至十二月三十一日止 | | | --- | --- | --- | | | 六個月 | | | | 二零二三年 | 二零二二年 | | | 港幣千元 | 港幣千元 | | 收益 | 306,417 | 265,148 | | 經營溢利 | 22,036 | 4,407 | | 本公司擁 ...
TAI PING CARPET(00146) - 2023 - 年度财报
2023-10-19 08:32
2022/23年年報 於百慕達註冊成立之有限公司 | 股份代號146 *中文名稱僅供識別 太平地氈國際有限公司* 太平 Tai Ping Carpets International Limited 太平地氈國際有限公司* 一九五六年起 獨領業內風騷 *中文名稱僅供識別 願景 太平將致力成為頂級室內佈置產品及服務製造及分銷的領導者,業務範 圍涉及皇家宮廷、高雅私人住宅、超級遊艇飛機、豪華精品商舖、企業 辦公室及高端酒店。 2022/23 太平擁有眾多市場領先品牌,產品銷售遍及全球各地。我們致力維持活 力充沛、深受推崇、不斷創新的公司聲譽,並定下宏遠而務實的持續長 期發展策略。 年年報 太平將透過引進全新產品、服務及技術,擴大其客戶項目業務,進一步 強化產品定位,及繼續設定優質、工藝和卓越設計基準。憑藉無以倫比 的產品及服務,太平大力開拓市場及客源,標準產品業務將帶來額外增 長機會。 taipingcarpets.com 太平 地氈國際 有限公司* 2022/23年 年報 太平將堅守信念,並致力保障員工福祉及保護環境,以實現其願景。 3 由 Antonino Buzzetta Design 設計,位於紐約沃克大廈 ...
TAI PING CARPET(00146) - 2023 - 年度业绩
2023-09-22 11:59
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分內容而 產生或因倚賴該等內容而引致之任何損失承擔任何責任。 TAI PING CARPETS INTERNATIONAL LIMITED * 太平地氈國際有限公司 (於百慕達註冊成立之有限公司) (股份代號:146) 截至二零二三年六月三十日止年度 業績公佈 太平地氈國際有限公司*(「本公司」)董事(「董事」及各「董事」)會(「董事會」)欣然公佈本 公司及其附屬公司(以下統稱「本集團」)截至二零二三年六月三十日止年度的綜合財務報 表,連同截至二零二二年六月三十日止年度之比較數字。 綜合收益表 截至六月三十日止年度 二零二三年 二零二二年 附註 港幣千元 港幣千元 收益 600,596 583,656 銷售成本 4 (240,682) (252,837) 毛利 359,914 330,819 分銷成本 4 (167,285) (162,529) 行政開支 4 (159,228) (147,441) 其他收益-淨額 5 6,526 7,289 ...