科锐国际（300662）公告，2025年第一季度营业收入33.03亿元，同比增长25.13%。净利润5778.39万 元，同比增长42.15%。 ...

科锐国际（300662）公告，2024年营业收入为117.88亿元，同比增长20.55%；归属于上市公司股东的净 利润2.05亿元，同比增长2.42%；基本每股收益1.04元/股，同比增长2.33%。公司拟向全体股东每10股派 发现金红利1.6元(含税)，送红股0股(含税)，以资本公积金向全体股东每10股转增0股。 ...

4月17日，科锐国际今日收盘31.61元，上涨3.61%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到30.57倍，总市值62.21亿元。 来源：金融界 北京科锐国际人力资源股份有限公司是国内领先的人力资源整体解决方案提供商，依托内部高效的客户 和人才管理系统，通过互联网平台和线下服务体系为客户提供中高端人才访寻、招聘流程外包、灵活用 工及其他人力资源服务。公司的主要服务为中高端人才访寻、招聘流程外包、灵活用工、传统派遣业 务、培训业务、市场调研、招聘项目咨询服务。 最新一期业绩显示，2024年三季报，公司实现营业收入85.16亿元，同比18.77%；净利润1.35亿元，同 比-10.96%，销售毛利率6.75%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)21科锐国际30.5730.573.2362.21亿行业平均 52.7554.494.2056.06亿行业中值32.9332.412.7641.34亿1南网能源-276.96-276.962.43160.98亿2实朴检 测-45.68-30.553.8228.57亿3永安行-43.73-56.181.2938.38亿4安车检测- ...

关于控股股东部分股份质押及解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 北京科锐国际人力资源股份有限公司（以下简称"公司"）近日接到公司控 股股东霍尔果斯泰永康达创业投资有限公司（以下简称"泰永康达"）通知，获 悉泰永康达将所持有本公司的部分股份办理了解除质押以及部分股份质押的业务， 具体事项如下： 一、 股东股份解除质押及质押的基本情况 | | 是否为控股 | | 本次解除质 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | | 押数量 | 占其所持股 | 占公司总股 | 起始日 | 解除期日 | 质权人 | | 名称 | 大股东及其 | | （股） | 份比例 | 本比例 | | | | | | 一致行动人 | | | | | | | | | 泰永 | | 是 | 4,500,000 | 7.52% | 2.29% | 2024.4.17 | 2025.4.15 | 招商证券股 | | 康达 | | | | | | | | ...

证券代码：300662 证券简称：科锐国际 公告编号：2025-002 1、本次股份质押的基本情况 | | 是否为控 | | | | 是 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股 | | | | | 否 | 是否 | | | | 质 | | | 股股东或 | | 占其所 | 占公司 | | | | 质押 | | | | 东 | | 本次质 | | | 为 | 为补 | | | 质权 | 押 | | | 第一大股 | | 持股份 | 总股本 | | | 质押起始日 | 到期 | | | | 名 | | 押数量 | | | 限 | 充质 | | | 人 | 用 | | | 东及其一 | | 比例 | 比例 | | | | 日 | | | | 称 | 致行动人 | | | | 售 | 押 | | | | 途 | | | | | | | 股 | | | | | | | | | | | | | | | 办理 | | | | | | | | | | | | 解除 | 中信 | | | 泰 | | ...

Group 1 - The core viewpoint of the news is that 科锐国际 (Core International) is experiencing a decline in stock price and profitability, despite being a leading provider in the human resources sector in China [1] - As of April 1, the closing stock price of 科锐国际 is 33.2 yuan, down 4.05%, with a rolling PE ratio of 32.11 times and a total market capitalization of 6.534 billion yuan [1] - The average PE ratio for the professional services industry is 52.20 times, with a median of 36.76 times, placing 科锐国际 at the 22nd position in the industry ranking [1] Group 2 - As of the third quarter of 2024, 200 institutions hold shares in 科锐国际, including 200 funds, with a total holding of 33.9684 million shares valued at 715 million yuan [1] - The company reported a revenue of 8.516 billion yuan for the third quarter of 2024, representing a year-on-year increase of 18.77%, while net profit was 135 million yuan, showing a year-on-year decrease of 10.96% [1] - The sales gross margin for 科锐国际 is reported at 6.75% [1]

Core Viewpoint - The company Keri International has shown a stock price increase of 1.48%, with a rolling P/E ratio of 33.71 times and a total market capitalization of 6.861 billion yuan [1] Company Summary - Keri International is a leading provider of comprehensive human resource solutions in China, offering services such as high-end talent search, recruitment process outsourcing, flexible staffing, traditional dispatch services, training, market research, and recruitment project consulting [1] - As of the third quarter of 2024, Keri International reported a revenue of 8.516 billion yuan, representing a year-on-year increase of 18.77%, while net profit was 135 million yuan, showing a year-on-year decrease of 10.96%, with a gross profit margin of 6.75% [1] Industry Summary - The average P/E ratio for the professional services industry is 60.60 times, with a median of 36.40 times, placing Keri International at the 22nd position within the industry [1] - A total of 35 institutions hold shares in Keri International, all of which are funds, with a combined holding of 13.8009 million shares valued at 291 million yuan [1]

Investment Rating - The report maintains a "Buy" rating for the company [5]. Core Views - The fourth quarter showed improvement with total revenue of 3.277 billion yuan, a year-on-year increase of 25.65%, and a net profit attributable to shareholders of 69 million yuan, up 40.82% year-on-year. The non-recurring net profit was 25 million yuan, reflecting a 31.58% increase year-on-year [3][4]. - For the full year, total revenue reached 11.793 billion yuan, a 20.60% increase, while net profit attributable to shareholders was 204 million yuan, a modest increase of 1.50% [3][4]. - The company is expected to achieve net profits of 287 million yuan and 400 million yuan in 2025 and 2026, respectively, with corresponding price-to-earnings ratios of 22.53X and 16.15X [3][4]. Summary by Sections Quarterly Performance - In Q4, the company experienced a turnaround in performance due to a low base effect, with overseas business stabilizing and rapid growth in domestic flexible employment. The headhunting business showed steady improvement, contributing to the revenue recovery [8]. - The year-on-year profit growth for Q1 to Q4 was +22.07%, -29.25%, -9.6%, and +40.82%, respectively, indicating a significant recovery in Q4 after a challenging mid-year [8]. Business Segments - Domestic business, particularly headhunting, has shown a clear cyclical property, with improvements in productivity and gross margins. The flexible employment sector is expected to continue its rapid growth, supported by major clients [8]. - The overseas business has begun to recover since Q2 2024, with internal organizational changes expected to contribute positively to performance in 2025 [8]. Technological Integration - The company is actively embracing AI technologies to enhance efficiency and reduce costs, having integrated the DeepSeek-R1 model to improve job matching, especially for mid-to-high-end recruitment [8]. Financial Forecast - The company is projected to see significant earnings elasticity due to a favorable cyclical environment and AI integration, with expectations of revenue growth and improved profitability in the coming years [8].

Investment Rating - The report maintains a "Buy" rating for the company [8]. Core Insights - In Q4, the company reported total revenue of 3.277 billion yuan, a year-on-year increase of 25.65%, and a net profit attributable to shareholders of 69 million yuan, up 40.82% year-on-year. The net profit after deducting non-recurring items was 25 million yuan, reflecting a 31.58% increase year-on-year. The improvement in performance is attributed to stabilizing overseas business, rapid growth in domestic flexible employment, and steady progress in headhunting services [2][6]. - For the full year, total revenue reached 11.793 billion yuan, a 20.60% increase, while net profit attributable to shareholders was 204 million yuan, a modest increase of 1.50% [6]. - The company expects net profits for 2025 and 2026 to be 287 million yuan and 400 million yuan, respectively, corresponding to price-to-earnings ratios of 22.53X and 16.15X [2][6]. Summary by Sections Q4 Performance - Total revenue for Q4 was 3.277 billion yuan, with a year-on-year growth of 25.65%. Net profit attributable to shareholders was 69 million yuan, up 40.82% year-on-year. The net profit after deducting non-recurring items was 25 million yuan, reflecting a 31.58% increase year-on-year [2][6]. Full Year Performance - For the entire year, total revenue was 11.793 billion yuan, representing a 20.60% increase. The net profit attributable to shareholders was 204 million yuan, with a year-on-year growth of 1.50% [6]. Business Segments - The domestic flexible employment business showed significant growth, driven by large clients. The headhunting business also demonstrated resilience, contributing positively to overall revenue. The overseas business began to stabilize, with expectations for substantial contributions in 2025 [11]. Future Outlook - The company is embracing AI technologies to enhance efficiency and reduce costs. It has integrated the DeepSeek-R1 model to improve recruitment processes, particularly for mid-to-high-end positions [11]. - The report highlights a favorable industry environment supported by employment policies, with expectations for continued growth in both domestic and overseas markets [11].

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [2][6][22] Core Viewpoints - The company is entering a harvest period due to operational transformation and AI empowerment, which is expected to drive growth in 2025 [1][4] - The company reported a revenue of 11.793 billion yuan in 2024, representing a 21% increase, and a net profit of 204 million yuan, reflecting a 2% growth [3][7] - The company is expected to benefit from a rebound in recruitment demand and internal cost reduction, leading to improved profitability in the headhunting business [4][15] Summary by Relevant Sections 2025 Growth Outlook - The flexible employment business is expected to maintain resilient growth, supported by stable contributions from major clients and an increase in demand from certain industries [4][10] - Recruitment demand is recovering, with a significant increase in active job positions and job seekers, which is anticipated to further enhance headhunting profitability [4][15] - New technology platforms are expected to reduce losses as R&D investments near completion and revenue growth begins to release scale effects [4][16] AI Empowerment - The company successfully launched the CRE large model in 2023, which has significantly improved matching accuracy from 30% to over 90% [5][18] - The AI-driven recruitment market is experiencing a talent shortage, with a reported gap of 5 million in core AI industry positions, indicating a strong demand for recruitment capabilities [5][19] Financial Projections - The company's net profit estimates for 2025 and 2026 have been raised to 277 million yuan and 336 million yuan, respectively, reflecting adjustments of +13% and +17% [6][22] - The dynamic PE ratios for 2025 and 2026 are projected at 23.7x and 19.6x, respectively, with potential for further growth if external conditions improve [6][22] Business Segment Performance - The flexible employment segment has shown consistent growth, with a year-on-year increase in revenue and a stable gross margin despite lower overall margins [10][12] - The headhunting business is expected to recover as economic conditions improve, with enhanced efficiency from cost-cutting measures implemented over the past two years [12][15] - New technology services are anticipated to see significant revenue growth as the company capitalizes on its digital product offerings [16][17]