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  4月17日消息,有七大利好可能影响明日股市,具体为:

  1、京北方中标某政策性银行千万级合规类信创项目

  近日,京北方成功中标某政策性银行千万级合规类系统群全栈信创项目,标志着京北方在合规领域信创解决方案类项目中树立了行业规模与技术双标杆。

  2、黔源电力:一季度净利同比预增330%—365%

  黔源电力(002039)4月17日晚间发布业绩预告,预计2025年一季度归母净利4972.15万元—5376.86万元,同比增长330%—365%。公司2025年第一季度来水较上年同期偏多62.70%。公司2025年一季度发电量为146331.73万千瓦时,同比上升59.40%,使发电收入及发电利润增加。

  3、华鲁恒升:拟2亿元—3亿元回购股份用于注销

  华鲁恒升(600426)4月17日晚间公告,公司拟2亿元—3亿元回购股份用于注销并减少公司注册资本。回购价格不超过32.38元/股。

  4、株冶集团:一季度净利润2.77亿元同比增长74.07%

  株冶集团(600961)4月17日晚间发布2025年第一季度报告,第一季度实现营业收入48.03亿元,同比增长8.5%;净利润2.77亿元,同比增长74.07%;基本每股收益0.24元。报告期内净利大增主要是贵金属增利。

  5、同飞股份:一季度净利润6190.69万元同比增1104.89%

  同飞股份(300990)4月17日晚间发布一季度报告,公司一季度实现营业收入5.74亿元,同比增109.02%;净利润6190.69万元,同比增1104.89%;基本每股收益0.37元。报告期内,公司积极开拓市场,储能、数控装备等各领域温控产品收入同比快速增长,毛利额同比增加。

  6、横店影视:2025年第一季度净利润3.43亿元,同比增长56.77%

  横店影视公告,2025年第一季度营收为11.72亿元,同比增长39.15%;净利润为3.43亿元,同比增长56.77%。

  7、川恒股份:2025年一季度净利润2.02亿元,同比增长50.02%

  川恒股份公告,2025年第一季度营收为14.93亿元,同比增长43.07%;净利润为2.02亿元,同比增长50.02%。

一群投资者呼吁对澳大利亚的上市规则进行审查,他们声称,公司在无需经过股东投票的情况下,就被允许发行大量股票为收购活动提供资金,这是“不合理的”。

这些投资者在周三致信澳大利亚证券交易所(ASX),表示詹姆斯・哈迪(JamesHardie)拟以87.5亿美元收购AZEK的交易,将大幅稀释现有股东的权益,并且在未经任何投票的情况下“不可逆转地改变他们的权利”。

这些投资者包括澳大利亚最大的养老基金澳大利亚超级基金(AustralianSuper)和联合超级基金(UniSuper),以及机构投资者施罗德投资(SchroderInvestment)和富达澳大利亚(FidelityAustralia)。他们呼吁澳大利亚证券交易所将股东批准作为发行超过一定限额股票以及对上市情况进行修改的一个条件。

一些给澳大利亚证券交易所写信的投资者同时也是詹姆斯・哈迪和AZEK的股东。路透社已查看了这封信的副本。

他们还补充道,詹姆斯・哈迪计划在完成交易后将其主要上市地点转移至纽约,这意味着澳大利亚股东追究管理层责任的能力将会减弱。

根据这项尚需获得监管部门批准、预计将于2025年下半年完成的交易,AZEK的股东每持有一股AZEK股票,将获得26.45美元现金以及1.034股詹姆斯・哈迪的股票。

这些投资者表示:“主要上市地点的转移将导致詹姆斯・哈迪股东的权利发生永久性改变,因为澳大利亚证券交易所和纽约证券交易所的上市规则存在明显差异,而这些差异对詹姆斯・哈迪的股东不利。”

他们还称:“我们认为,这笔交易迫切需要澳大利亚证券交易所重新考虑在这类情况下对其自由裁量权的行使,并更新澳大利亚证券交易所的指引和上市规则。”

澳大利亚证券交易所、詹姆斯・哈迪和AZEK均未立即回应路透社的置评请求。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  麦格理发布研报称,预计同程旅行(00780)首季收入同比升16%,上调对公司今明两年经调整净利润预测3%及2%,对该股目标价由24.3港元上调至25.1港元,重申“跑赢大市”评级。考虑到内地酒店业每日平均房价跌幅收窄,以及补贴下调和更好的增值服务销售带来的实收率逐步改善,预计住宿分部销售额同比增长22%。考虑去年首季高基数,预估运输业务收入同比增长12%。该行料同程今年首季净利润率同比扩大2.9个百分点,基于变现化提升,更佳流量算法及整体营运效率改善。

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