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  来源:财联社

  受益于资产处置和证券投资的两项收益,浙江永强(002489.SZ)2024年净利润有大幅增长。

  公司今晚发布的财报显示,2024年营收56.75亿元,同比增长17.33%;归属于上市公司股东的净利润4.62亿元,同比增长808.27%。

  公司有两项操作增厚净利润:一是资产处置收益,报告期处置水云塘厂区取得的政府征收补偿款1.77亿元,影响净利润增加1.45亿元;二是证券投资收益,受证券市场波动影响,实现交易性金融资产投资收益及公允价值变动收益1.68亿元,影响净利润较去年同期增加1.20亿元。公司2024年归属于上市公司股东的扣除非经常性损益的净利润为1.62亿元,较去年同期增长543.52%。

  浙江永强在今晚公告称,拟使用自有资金不超过10亿元进行证券投资,投资范围包括新股配售或者申购、股票投资及转融通证券出借业务、债券投资以及深圳证券交易所认定的其他投资行为。资金来源为公司闲置自有资金,在本额度范围内,用于证券投资的本金及投资收益可循环使用。

  公司90%以上的产品销往欧洲、北美洲两大地区,其中北美洲占据54.84%,2024年这两大地区的收入分别同比增长30.77%、5.53%。4月9日,有投资者在互动平台提问,关税政策是否会影响2025年公司的出货量和订单,公司表示“暂时无法估计对2025年订单的影响”。

  浙江永强的主营业务为户外休闲家具及用品生产,占营收的97.1%,2024年收入同比增长17.02%,其中休闲家具收入同比增长12.53%,遮阳家具同比增长26.26%。

  财报中提到,报告期内公司的户外休闲用品生产量较去年同期上升52.48%,主要系本报告期河南家具生产基地全面投产,使得公司整体产能获得较大提升以及产品结构调整,接单数量增加等综合影响所致。

  公司2024年海外产能布局有进展,增加东南亚地区的产能安排,越南工厂已经投产,泰国工厂正在筹备中。

  分季度看,浙江永强去年三、四季度均为亏损,净利润为-2084万、-2540万,2023年,公司二、三、四季度均亏损,其中三季度亏损最多,净利润为-2.174亿元。

  美国总统特朗普周一再次呼吁美联储立即降息,以缓冲其贸易战带来的潜在负面影响。

  特朗普援引本月关税生效前的3月份通胀数据,来支持他要求美联储主席鲍威尔降息的主张。

  “几乎没有通货膨胀,”特朗普在一个社交媒体帖子中说,“鲍威尔总是‘太迟了’。”特朗普还称这位美联储主席是“大输家”。

  在市场消化了特朗普上周发出的威胁(即如果美联储不降息,他将对美国货币政策施加更大控制)之后,美元周一早盘恢复了对外国货币的跌势。股市下跌,美国国债收益率上升。

  近几个月,特朗普自己的一些经济顾问私下里一直对过多或过快地降低利率持谨慎态度,担心这会引发通胀压力。

  白宫国家经济委员会主任凯文·哈塞特在上周五对记者发表评论时不予为鲍威尔辩护。

  哈塞特此前曾表示,政府将尊重美联储的独立性。上周,他含糊其辞,转而表示政府将“继续研究”鲍威尔的地位。哈塞特声称,近年来该央行在制定利率时受到了政治因素的驱动,这一立场遭到美联储官员的强烈反驳。

  美国总统唐纳德·特朗普称,如果美联储主席杰罗姆·鲍威尔不立即降息该国经济就可能会放缓。

  特朗普周一在其社交媒体平台上发帖断言:能源和日用品价格的下跌决定了“几乎不会有通胀”。

  “但经济可能放缓,除非‘太迟先生’这个大废物现在就降息,”特朗普再次用蔑称指代鲍威尔说。

  尽管油价下跌,但3月的消费者价格指数显示平均日用品价格仍然比一年前高出2%,环比则上涨近0.5个百分点。

  特朗普一再指责鲍威尔并暗示自己可以在其任期结束前就炒他鱿鱼。华尔街也因此感到不安。美国股市周一下挫,交易员权衡鲍威尔被迫下台的可能性,标普500指数重挫1.5%。

  推荐阅读:美国资产避险地位动摇特朗普咬住鲍威尔不放刺激抛售交易

  上周,就在欧洲央行将基准利率下调25个基点至2.25%之前不久,他又对鲍威尔展开了一番猛烈抨击。特朗普已经三番五次抱怨美联储降息的速度不够快。

  白宫国家经济委员会主任凯文·哈塞特上周五对媒体透露,总统正在研究是否可以免去鲍威尔美联储主席的职务。

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