4月29日港股公司回购一览 | 代码 | 简称 | 回购股数 | 回购金额 | 回购最高价 | 回购最低价 | 年内累计回购金额 | | --- | --- | --- | --- | --- | --- | --- | | | | （万股） | （万港元） | （港元） | （港元） | （万港元） | | 01299 | 友邦保险 | 625.92 | 34256.50 | 55.350 | 54.250 | 745275.88 | | 01378 | 中国宏桥 | 693.70 | 9623.15 | 13.900 | 13.760 | 196934.90 | | 00019 | 太古股份公 司A | 21.00 | 1390.23 | 66.750 | 65.700 | 148209.16 | | 01972 | 太古地产 | 60.00 | 1010.71 | 17.000 | 16.720 | 65322.39 | | 01519 | 极兔速递-W | 154.00 | 924.85 | 6.030 | 5.980 | 15978.15 | | 00975 | MONGOL MINING | 12 ...

内容概况：国家及地方政府高度重视食品产业园区发展，出台了一系列支持政策，为园区发展提供了良 好的政策环境。同时，随着居民收入水平的提高和消费结构的升级，对食品的需求不断增加，特别是健 康、营养、方便的食品受到消费者青睐，推动了食品产业园区的销售增长。2024年，中国食品产业园区 销售收入为27078亿元，同比增长13.20%。而食品产业园区也积极引入新技术、新设备，提升生产效率 和产品质量。智能化生产线、自动化仓储系统、大数据分析平台等技术的应用，提高了食品加工效率、 质量控制和供应链管理能力。此外，数字化营销和渠道创新也成为增长的新引擎，企业利用电商平台、 社交媒体等新型销售渠道，拓展市场空间，提升品牌知名度。 相关上市企业：涪陵榨菜（002507）、中炬高新（600872）、双塔食品（002481）、燕塘乳业 （002732）、三元股份（600429）、一鸣食品（605179）、仲景食品（300908） 相关企业：牧原食品股份有限公司、海大集团股份有限公司、北大荒集团有限公司、良品铺子股份有限 公司、三只松鼠股份有限公司、汤臣倍健股份有限公司、东阿阿胶股份有限公司盐津铺子食品股份有限 公司、中国金茂控股集 ...

Core Points - Company reported a significant decline in revenue and profit for Q1 2025, with total revenue of 224 million yuan, down 90.18% year-on-year [1] - The net profit attributable to shareholders was -24.37 million yuan, a decrease of 164.85% compared to the same period last year [1] - Operating cash flow also decreased by 33.05% year-on-year, amounting to 35.36 million yuan [1] Financial Ratios - The latest debt-to-asset ratio is 57.48%, an increase of 1.81 percentage points from the previous quarter, but a decrease of 23.34 percentage points year-on-year [3] - Gross margin stands at 13.85%, down 7.22 percentage points from the previous quarter and down 7.44 percentage points year-on-year [3] - Return on equity (ROE) is -1.46%, a decrease of 7.49 percentage points compared to the same period last year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is -0.05 yuan, a decline of 162.50% year-on-year [3] - Total asset turnover ratio is 0.06 times, down 53.14% year-on-year [3] - Inventory turnover ratio is 0.35 times, a decrease of 27.61% compared to the same period last year [3] Shareholder Information - The number of shareholders is 40,800, with the top ten shareholders holding 316 million shares, accounting for 63.85% of total equity [3] - The largest shareholder is China Chemical Science Research Institute Co., Ltd., holding 43.40% of shares [3]

Core Viewpoint - TCL Electronics has demonstrated significant success in global television sales, showcasing the effectiveness of its high-end and global strategies, leading to a notable increase in stock price following the release of its performance data [1][4]. Group 1: Structural Upgrade Driving Profit Quality Improvement - The shift in consumer preferences towards high-end products has transformed televisions from traditional entertainment devices to essential smart home components, driving market growth [5]. - Government subsidy policies, such as trade-in programs and consumption subsidies, have lowered the cost barrier for consumers to purchase high-end large-screen products, shifting market demand from price sensitivity to quality orientation [6]. - In Q1 2025, TCL's Mini LED television shipments in China surged by 341.1%, with a market share increase of 13.2 percentage points to 17.6%, while shipments of 65-inch and larger products grew by 18.3% [6][7]. Group 2: Global Strategy Deepening, Continuously Releasing Brand Potential - TCL's global strategy focuses on "global localization," balancing efficiency and flexibility, resulting in an 11.6% increase in overseas shipments, with Europe achieving a 15.8% growth [8][9]. - The company is enhancing its brand value by partnering with top-tier IPs, transitioning from a "Chinese leader" to a "global high-end brand," which supports pricing power [8]. - In Q1 2025, TCL ranked among the top two in retail volume in several European countries and first in markets like Australia and the Philippines, indicating strong brand synergy [8]. Group 3: Investment Logic and Valuation Insights - The global layout allows TCL to effectively diversify risks and enhance efficiency, with differentiated growth drivers in various markets [9]. - The current stock price reflects a strong technical recovery, surpassing previous resistance levels, yet the valuation remains significantly below the industry average, indicating a potential for value recognition [11]. - The core valuation drivers for TCL have shifted from traditional cost control to innovation premium, with future growth dependent on technological advancements and global operational capabilities [12].

事件概述 公司发布2024 年年报&2025 年一季报，2024 年营业收入19.71 亿元，同比+53.94%；归母净利润2.60 亿 元，同比+31.65%；扣非归母净利润2.50 亿元，同比+30.20%。2025 年一季度营收5.36亿元，同比 +45.34%；归母净利润0.74 亿元，同比+20.47%；扣非归母净利润0.63 亿元，同比+8.90%。 营收高速增长，新业务成为重要引擎 2024 年公司营收19.71 亿元，同比大幅增长53.94%，显著领先行业；分业务看，汽车安全带总成/ 汽车 安全气囊/ 汽车方向盘业务营收分别为12.64/4.75/1.31 亿元， 同比分别+39.9%/+151.86%/+71.45%。公司 三大业务齐头并驱，整合安全带总成、安全气囊、方向盘三大核心模块的技术，构建全系统解决方案能 力，与主流内资汽车品牌建立深度合作，推动国产替代进程。 研发投入持续加大，费用管控成效显著 行业竞争加剧超预期，下游客户销量不及预，原材料价格大幅波动风险等。 2024 年公司归母净利润2.60 亿元，同比+31.65%；毛利率为28.71%，同比下降2.81pct。分业务看，汽车 ...

智通财经APP获悉，4月29日，旭辉控股集团(00884)发布境外债务重组最新进展公告。根据香港高等法 院于4月23日作出的颁令，公司计划在不晚于5月12日开始至28日期间开放债权人投票通道，并预计于6 月3日召开债权人会议。若重组方案在会议上获得通过，旭辉将于6月26日完成最终批准聆讯。 在债务重组稳步推进的同时，旭辉也在积极谋划未来发展之路。旭辉控股董事局主席林中在近期发布的 业绩报告中展望称，2025年中国房地产市场将加速转向高质量发展，这一年也将成为旭辉的战略转型关 键年。旭辉将全面转向"轻资产、低负债、高质量"的发展模式。业内人士认为，依托"房地产新发展模 式"的政策机遇，以及旭辉近20年来形成的"全链条、全业态、全国化布局"，公司积极寻求轻资产业务 转型，有望进一步夯实可持续发展基础。 公告还特别提醒债权人，债权人会议的通知及相关计划文件将于5月12日前(即计划会议指定日期前至少 21天)分发。债权人需在收到文件后立即采取所有必要行动，以确保其权益得到充分保障和有效行使。 数据显示，旭辉境外债务本金规模为68.58亿美元，占其24年末整体有息债务的55%，这一占比高于绝 大多数房地产企业。这也意味 ...

| 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.04.29 | 100.00 | 4.310 | 4.280 | 429.61 | | 2025.04.28 | 100.00 | 4.400 | 4.340 | 437.24 | | 2025.04.25 | 100.00 | 4.390 | 4.300 | 434.61 | | 2025.04.24 | 100.00 | 4.300 | 4.240 | 428.32 | | 2025.04.16 | 100.00 | 4.460 | 4.370 | 441.02 | | 2025.04.15 | 150.00 | 4.400 | 4.350 | 656.50 | | 2025.04.14 | 150.00 | 4.400 | 4.350 | 655.73 | | 2025.04.11 | 49.00 | 4.370 | 4.360 | 214.13 | | 2025.04.10 | 150.00 | 4.300 | 4.2 ...

| 2025.03.31 | 28.50 | 70.000 | 68.400 | 1965.04 | | --- | --- | --- | --- | --- | | 2025.03.28 | 23.50 | 69.750 | 68.900 | 1629.93 | | 2025.03.27 | 37.50 | 69.550 | 68.800 | 2588.38 | | 2025.03.26 | 16.00 | 69.950 | 68.950 | 1112.11 | | 2025.03.25 | 25.00 | 69.650 | 68.700 | 1731.60 | | 2025.03.24 | 38.50 | 69.700 | 68.450 | 2668.18 | | 2025.03.21 | 54.00 | 70.000 | 68.600 | 3735.86 | | 2025.03.20 | 1.05 | 70.000 | 69.400 | 73.43 | | 2025.03.19 | 55.00 | 69.900 | 69.000 | 3832.68 | | 2025.03.18 | 57.50 | 6 ...

证券时报·数据宝统计，上海石油化工股份在港交所公告显示，4月29日以每股1.150港元至1.160港元的 价格回购282.00万股，回购金额达324.61万港元。该股当日收盘价1.150港元，下跌0.86%，全天成交额 1115.77万港元。 自4月24日以来公司已连续4日进行回购，合计回购1036.80万股，累计回购金额1198.98万港元。 其间该 股累计下跌4.96%。 今年以来该股累计进行26次回购，合计回购5134.40万股，累计回购金额6009.45万港元。（数据宝） 上海石油化工股份回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.04.29 | 282.00 | 1.160 | 1.150 | 324.61 | | 2025.04.28 | 232.40 | 1.170 | 1.150 | 268.40 | | 2025.04.25 | 208.40 | 1.180 | 1.160 | 242.89 | | 2025.04.24 | 314.00 | ...

| 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.04.29 | 120.00 | 6.770 | 6.570 | 804.73 | | 2025.04.28 | 44.40 | 6.580 | 6.370 | 291.34 | | 2025.04.25 | 99.90 | 6.440 | 6.410 | 643.05 | | 2025.04.22 | 11.10 | 5.930 | 5.880 | 65.72 | | 2025.04.17 | 176.70 | 5.840 | 5.770 | 1029.67 | | 2025.04.16 | 23.70 | 5.680 | 5.590 | 134.14 | | 2025.04.15 | 5.10 | 5.510 | 5.480 | 28.06 | | 2025.04.10 | 198.60 | 5.370 | 5.200 | 1062.49 | | 2025.04.09 | 389.70 | 5.270 | 4.850 | ...