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传音控股冲刺港股IPO:“非洲之王”正面临抢食 去年净利同比预降一半
Mei Ri Jing Ji Xin Wen· 2026-02-25 10:41
此前,传音控股已于2025年12月初公告称,公司已向香港联交所递交主板挂牌上市的申请。 站在港股IPO(首次公开募股)的关键节点,传音控股却预计2025年遭遇上市以来首次年度净利润腰斩,同时公司还面临包括元器 件价格上涨以及海外竞争加剧等多重挑战。 如今的非洲市场早已不再是无人问津的蓝海,而是巨头都想要分食的"蛋糕"。小米、OPPO和荣耀等智能手机品牌正在扩大其在非 洲的影响力,并取得了显著成果。 每经记者|王晶 每经编辑|文多 被誉为"非洲之王"的传音控股(SH688036,股价58.25元,市值670.6亿元)正加快推进"A+H"双平台上市。 招股书(申请版本,下同)显示,此次传音控股IPO募资主要用于以下方面:研发AI相关技术以加快产品迭代,市场推广和品牌建 设,加强公司移动互联网服务、物联网产品等。 传音控股的销售区域主要集中在非洲、新兴亚太市场(不包括中国、日本、韩国、新加坡、澳大利亚和新西兰的亚太地区市场)、 拉丁美洲、中东地区等。通过优化夜间拍摄和为深肤色量身定制美化算法等本地化设计,传音控股在非洲市场建立起了竞争优势。 市场研究咨询机构Omdia的数据显示,2023年和2024年,传音控股在非 ...
传音控股:2025年度净利润约25.84亿元
Sou Hu Cai Jing· 2026-02-25 10:36
每经头条(nbdtoutiao)——伤亡180万人!俄乌冲突四周年,陷入谈判死局、战场僵局、经济困局!谁 为战争买单 每日经济新闻 (记者 曾健辉) 每经AI快讯,传音控股2月25日晚间发布2025年度业绩快报,营业收入约656.23亿元,同比减少4.5%; 归属于上市公司股东的净利润约25.84亿元,同比减少53.43%;基本每股收益2.26元,同比减少 53.88%。 免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 ...
2月25日晚间重要公告一览
Xi Niu Cai Jing· 2026-02-25 10:18
Group 1: Financial Performance Highlights - Lante Optics achieved a revenue of 1.536 billion yuan in 2025, a year-on-year increase of 48.52%, with a net profit of 388 million yuan, up 76.09% [1] - United Imaging reported a revenue of 13.82 billion yuan for 2025, reflecting a 34.18% year-on-year growth, and a net profit of 1.888 billion yuan, up 49.60% [2] - Hengxuan Technology's revenue reached 3.525 billion yuan, an 8.02% increase, with a net profit of 588 million yuan, up 27.75% [3] - Nanya New Materials reported a significant net profit increase of 378.65%, reaching 241 million yuan, with revenue of 5.228 billion yuan, up 55.52% [4] - Yancoal Australia, a subsidiary of Yancoal Energy, reported a revenue of 5.949 billion AUD and a net profit of 4.4 billion AUD for 2025 [5] - Hanlan Co. reported a revenue of 10.467 billion yuan, a 13.04% increase, but a net profit decline of 9.59% to 592 million yuan [10][11] - Transsion Holdings experienced a revenue decline of 4.50% to 65.623 billion yuan, with a net profit drop of 53.43% to 2.584 billion yuan [14] - Huachuang Technology achieved a revenue of 628 million yuan, a 2.78% increase, with a net profit of 42.678 million yuan, up 89.45% [21] - Aiko Optoelectronics reported a revenue of 440.311 million yuan, a 77.36% increase, with a net profit of 64.0919 million yuan, up 307.63% [34] - Chip Microelectronics achieved a revenue of 1.408 billion yuan, a 47.61% increase, with a net profit of 290 million yuan, up 80.42% [35] - Shenkong Co. reported a revenue of 443 million yuan, a 46.26% increase, with a net profit of 101 million yuan, up 146.54% [36] - Qinda Environmental reported a revenue of 2.042 billion yuan, a 55.42% increase, with a net profit of 181 million yuan, up 94.62% [39] Group 2: Corporate Developments - Huilong New Materials announced that its actual controller is planning a significant matter that may lead to a change in company control, resulting in a stock suspension [6] - Fangzheng Securities disclosed that its shareholder China Cinda did not reduce its shareholding as planned during the designated period [7] - Lingyi Technology plans to invest 20 million yuan in a partnership with several investment firms [8] - Longbai Group's subsidiary has partially resumed production after a safety incident [9] - Fuda Co. plans to reduce its repurchased shares by up to 1% through centralized bidding [13] - Fuxing Pharmaceutical's subsidiary received approval for clinical trials of a new drug for lung cancer [15] - Beixin Road and Bridge won a bid for a highway reconstruction project worth 751 million yuan [16] - Songsheng Co. established a joint venture with a registered capital of 30 million yuan, focusing on digital energy products [17] - Moxinlin reported a revenue of 577 million yuan, a 20.98% increase, with a net profit of 55.8745 million yuan, up 22.69% [18] - Zhuhai Beer reported a revenue of 5.878 billion yuan, a 2.56% increase, with a net profit of 903 million yuan, up 11.42% [24] - Honghua Digital reported a revenue of 2.308 billion yuan, a 28.90% increase, with a net profit of 529 million yuan, up 27.63% [25] - Xinfeng Pharmaceutical received FDA approval for two injectable drugs [26] - Jiazhe New Energy's project for green hydrogen production received regulatory approval [27] - Chip Microelectronics reported a revenue of 5.24 billion yuan, a 29.48% increase, with a net profit of 302 million yuan, up 36.1% [28] - Debang Co. completed the cash settlement process for its delisting [29] - Xingfu Electronics reported a revenue of 1.475 billion yuan, a 29.72% increase, with a net profit of 208 million yuan, up 30.37% [30] - Longda Food announced the resignation of its general manager due to work adjustments [31] - Bohai Chemical reported that some fundraising projects have commenced production [32] - Shengke Communication reported a net loss of 150 million yuan for 2025 [33] - Jin Cheng Pharmaceutical's subsidiaries received drug registration certificates for two products [37] - Jinpu Titanium Industry announced the resumption of production at its subsidiary [38] - Zhigao Electric's subsidiary won a bid for a project worth 182 million yuan [40]
传音控股(688036.SH)2025年度归母净利润25.84亿元 同比下降53.43%
智通财经网· 2026-02-25 09:47
报告期内,影响经营业绩的主要因素:(1)受市场竞争及供应链成本影响,存储等元器件价格上涨较 多,公司营业收入和毛利率有所下降;(2)公司持续科技创新、加大产品等研发投入,提升手机用户的终 端体验及产品竞争力,研发费用较上年同期增加;同时,公司加大市场开拓及品牌宣传推广力度,销售 费用较上年同期增加。综上,营业利润、利润总额、归属于母公司所有者的净利润、归属于母公司所有 者的扣除非经常性损益的净利润、基本每股收益下降幅度较大。 智通财经APP讯,传音控股(688036.SH)发布2025年度业绩快报,2025年度,公司实现营业总收入656.23 亿元,较上年同期下降4.50%。归属于母公司所有者的净利润25.84亿元,较上年同期下降53.43%。 ...
传音控股2025年度归母净利润25.84亿元 同比下降53.43%
Zhi Tong Cai Jing· 2026-02-25 09:44
传音控股(688036.SH)发布2025年度业绩快报,2025年度,公司实现营业总收入656.23亿元,较上年同期 下降4.50%。归属于母公司所有者的净利润25.84亿元,较上年同期下降53.43%。 报告期内,影响经营业绩的主要因素:(1)受市场竞争及供应链成本影响,存储等元器件价格上涨较 多,公司营业收入和毛利率有所下降;(2)公司持续科技创新、加大产品等研发投入,提升手机用户的终 端体验及产品竞争力,研发费用较上年同期增加;同时,公司加大市场开拓及品牌宣传推广力度,销售 费用较上年同期增加。综上,营业利润、利润总额、归属于母公司所有者的净利润、归属于母公司所有 者的扣除非经常性损益的净利润、基本每股收益下降幅度较大。 ...
传音控股2025年净利润下滑53% 存储芯片涨价成“拦路虎”
Ju Chao Zi Xun· 2026-02-25 09:11
Core Viewpoint - Transsion Holdings, known as the "King of African Mobile Phones," reported a significant decline in its financial performance for the year 2025, with a slight decrease in revenue and a drastic 53.43% drop in net profit attributable to shareholders [1][4]. Financial Performance - In 2025, Transsion Holdings achieved total operating revenue of 65.623 billion yuan, reflecting a minor decline of 4.50% year-on-year [4]. - Operating profit fell to 3.204 billion yuan, a sharp decrease of 51.25% compared to the previous year [4]. - The net profit attributable to shareholders was 2.584 billion yuan, marking a substantial year-on-year decline of 53.43% [4]. - The net profit after excluding non-recurring gains and losses was 1.968 billion yuan, down 56.66% year-on-year [4]. - Basic earnings per share also declined, indicating a temporary reduction in shareholder returns [4]. Reasons for Performance Decline - The company attributed its poor performance to both internal and external pressures, primarily due to increased competition and rising supply chain costs, particularly in storage component prices [5]. - The global storage market entered an upward cycle in 2025, leading to price increases that affected the gross margins of mobile phone manufacturers, including Transsion [5]. - Despite these challenges, the company adopted an aggressive strategy by increasing investments in technology innovation and product research and development to enhance user experience and product competitiveness [5]. Financial Stability - Despite the pressure on profits, Transsion Holdings maintained a robust balance sheet, with total assets of 44.363 billion yuan at the end of 2025, a slight decrease of 1.55% from the beginning of the year [6]. - The equity attributable to shareholders increased by 1.08% to 20.449 billion yuan, indicating a solid financial foundation [6]. - The net asset value per share also saw a slight increase, reflecting the company's strong financial position to withstand economic cycles [6].
“非洲手机之王”传音控股去年净利润25.84亿元,同比下降53.43%
Sou Hu Cai Jing· 2026-02-25 09:09
al = 491 11 a - 777 888 - 1 712- TTAN 1111 T / 1 p 2011 I WITH T ANT ANY A II IT之家 2 月 25 日消息,今天下午,传音控股公告称,2025 年度公司实现营业总收入 656.23 亿元,同比下降 4.50%;营业利润 32.04 亿元,同比下降 51.25%;归母净利润 25.84 亿元,同比下降 53.43%;扣非净利润 19.68 亿元,同比下降 56.66%。 IT之家从数据中获悉,2025 年末,公司总资产 443.63 亿元,较期初下降 1.55%;归母所有者权益 204.49 亿元,较期初增长 1.08%。业绩下降主要因市场竞 争、供应链成本上升,以及研发和销售费用增加。数据未经审计,以年报为准。 此前消息称,传音控股将于 3 月 12 日启动香港上市 NDR(非交易路演),预期交易规模约为 5 亿至 10 亿美元(IT之家注:现汇率约合 34.58 亿至 69.16 亿 元人民币),目标 2026 年第二季度登陆港交所。 此前,传音控股已递表港交所主板,中信证券为独家保荐人。根据弗若斯特沙利文数据,按 2024 年 ...
传音控股:2025年净利25.84亿元 同比下降53.43%
Ge Long Hui A P P· 2026-02-25 09:09
格隆汇2月25日丨传音控股(688036.SH)发布业绩快报,2025年实现营业总收入656.23亿元,同比下降 4.5%;归母净利润25.84亿元,同比下降53.43%;基本每股收益2.26元。报告期内,受市场竞争及供应 链成本影响,存储等元器件价格上涨较多,公司营业收入和毛利率有所下降;公司持续科技创新、加大 产品等研发投入,提升手机用户的终端体验及产品竞争力,研发费用较上年同期增加;同时,公司加大 市场开拓及品牌宣传推广力度,销售费用较上年同期增加。 ...
传音控股(688036) - 2025 Q4 - 年度业绩
2026-02-25 09:05
证券代码:688036 证券简称:传音控股 公告编号:2026-002 深圳传音控股股份有限公司 2025 年度业绩快报公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 本公告所载2025年度主要财务数据为初步核算数据,未经会计师事务所审计, 具体数据以公司2025年年度报告为准,提请投资者注意投资风险。 一、2025 年度主要财务数据和指标 | | | | 单位:人民币万元、万股 | | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期 | 增减变动幅度(%) | | 营业总收入 | 6,562,347.89 | 6,871,527.88 | -4.50 | | 营业利润 | 320,442.84 | 657,381.20 | -51.25 | | 利润总额 | 320,528.87 | 667,764.71 | -52.00 | | 归属于母公司所有者的 净利润 | 258,415.16 | 554,895.05 | -53.43 | | 归属于母公司所有者的 扣除非经常性损益的 ...
传音控股(688036.SH)业绩快报:2025年归母净利润25.84亿元,同比下降53.43%
Ge Long Hui A P P· 2026-02-25 09:00
格隆汇2月25日丨传音控股(688036.SH)公布2025年度业绩快报,2025年度公司实现营业总收入656.23亿 元,较上年同期下降4.50%;营业利润32.04亿元,较上年同期下降51.25%;归属于母公司所有者的净利 润25.84亿元,较上年同期下降53.43%;归属于母公司所有者的扣除非经常性损益的净利润19.68亿元, 较上年同期下降56.66%。 报告期内,影响经营业绩的主要因素:(1)受市场竞争及供应链成本影响,存储等元器件价格上涨较 多,公司营业收入和毛利率有所下降;(2)公司持续科技创新、加大产品等研发投入,提升手机用户的 终端体验及产品竞争力,研发费用较上年同期增加;同时,公司加大市场开拓及品牌宣传推广力度,销 售费用较上年同期增加。综上,营业利润、利润总额、归属于母公司所有者的净利润、归属于母公司所 有者的扣除非经常性损益的净利润、基本每股收益下降幅度较大。 ...