金宝通2024/2025 年报

03202050IPSALUSControlsBraeburn(IoT)|| 241121284159646566686971160 — 2024/2025 Walkers Corporate Limited190 Elgin Avenue,George Town,Grand Cayman, KY1-9008,Cayman Islands2020E6(852) 2260 0300(852) 2790 3996Walkers Corporate Limited190 Elgin Avenue,George Town,Grand Cayman, KY1-9008,Cayman Islands1617www.computime.com320 20(852) 2260 0300(852) 2790 3996ir@computime.comBurke, Warren, MacKay & Serritella, P.C. — 2024/2025 20E6 — 2024/20251.0%16.3%4.5%10% HVAC 3,996.64,037.815.6% 1Reuters: US new home sales tumble; median house price highest since 2022. https://www.reuters.com/markets/us/us-new-home-sales-fall-sharply-january-2025-02-26/2Bloomberg:European housing construction hits lowest level in a decade.https://www.bloomberg.com/news/articles/2025-02-12/european-housing-completions-seen-dropping-to-decade-low-level — 2024/2025 10%15.5%2IDCResearch — 2024/2025 — 2024/2025 — 2024/2025 MATTERHVAC500 HVAC — 2024/2025 SAP — 2024/2025 — 2024/2025HVACHVACSalusBraeburnntve home C Plus J 2.8%1.8%Forisk1.3645Euroconstruct1IMF: The Global Economy Enters a New Era. https://www.imf.org/en/Blogs/Articles/2025/04/22/the-global-economy-enters-a-new-era2APNews: The Federal Reserve sees tariffs raising inflation this year and keeps key rate unchanged. https://apnews.com/article/fed-federal-reserve-rates-trump-tariffs-inflation-prices-a9008f1bb081093cd149967e3e637c7b3Forisk: U.S. Housing Starts Outlook, Q2 2025 Updatehttps://forisk.com/u-s-housing-starts-outlook-q2-2025-update/4N R C A :H o u s i n g s t a r t s i n c r e a s e d i n D e c e m b e r 2 0 2 4 h t t p s : / / w w w . n r c a . n e t / R o o f i n g N e w s / h o u s i n g - s t a r t s - i n c r e a s e d - i n -december-2024.1-28-2025.12549/Details/Story5NHBC: Economic challenges and wet weather dampen house building in first quarter, reports NHBC. https://www.nhbc.co.uk/insights-and-media/insights/economic-challenges-and-wet-weather-dampen-house-building-in-first-quarter-reports-nhbc6Internationalinvestment:Housing Completions in Europe to Drop to a 10-Year Low.https://internationalinvestment.biz/en/real-estate/5383-housing-completions-in-europe-to-drop-to-a-10-year-low.html — 2024/20253.3%2.7%1.0%1.6%0.8%1.1%14.5%21.35347%Ifo1.55.5%6 — 2024/20253,996.61.0%20.6%3.5%653.316.3%EBITDA7332.2226.718.495.9509.47 2,185.3631.1510.8484.583.97.6%90.3333.90.5%EBITDA8.3%214.2195.8210.815.990.3756.0824.0770.9745.3EBITDA1.6 4,037.813315.6%5.4%950.87.0 — 2024/20259.9%8.4%3,565.83,601.01.0%HVAC430.8436.81.4%SalusHVAC — 2024/20251N500 MATTER200 ESGLOOP+78 — 2024/2025SAPESG3WWFLCMPWWFPenang Green OfficeESGEcoVadis53ESG78% — 2024/2025HVAC(International Headquarters Award) 38.3%ESG — 2024/2025 — 2024/2025214,188,000210,824,00015,875,00053,263,0001.41.51,380,738,00090,254,00012,211,0008,102,000 226,699,000 195,820,00018,368,00050,844,000118,249,000136,445,0001,401,268,00095,939,000124,680,000160,320,000 661,386,000 18.415.94,0074,005652,372,0003538 — 2024/2025 — 2024/202593ComputimeInternational LimitedSolarPower GroupLimited50(1947) (1947) 1346 3062 57 — 2024/20256817(YPO)3019Salus Solutions(IET) — 2024/2025636470408 526320 — 2024/202525 — 2024/20255562(EMS)(KaifaTechnology Limited)(VTechCommunications Limited)66Multek/Flextronics13FlextronicsTTM Technologies 30KalexMultek(SixSigma)Universal Electronics Inc.Isola Jeroen STEENBLIK51JeroenSTEENBLIKSTEENBLIK2020)STEENBLIK541062NordiskASML Spotless Group61John Costanza Institute of Technology Incorporation — 2024/20252018TCL(IFA2019)(CES3025WLGore&Associates Novo25BeltonTechnology GroupFlextronics/Multek18 — 2024/202558()3066(CEng)3055 0.054(a)16(b)17 — 2024/202541716 — 2024/2025 337,00031 833,588,000 — 2024/20253245,497,000297 — 2024/20251(1)873.13 13 3535 — 2024/20258 — 2024/20253521.5,100,0001,700,0002.3,200,0001,100,0003. 9,468,50014,084,0002XV3218 *31.12%0.48%352 3365%Solar Power Group LimitedSPGL352,500,000352,500,000353,523,000151,608,000151,608,000YEOMAN 3-RIGHTS VALUE ASIA FUND VCC50,750,000YEOMAN CAPITAL MANAGEMENT PTE LTD50,800,000LIM Mee Hwa49,556,000YEO Seng Chong49,556,000 — 2024/2025*6141.84%141.84%1,023,2000.12%241.96%17.99%317.99%6.02%6.03%9,750,0001.16%45.88%9,750,00051.16%45.88% — 2024/20251.352,500,0002.3.4.49,556,000PTE LTDYEOMAN 3-RIGHTS VALUE ASIA FUND VCC5.YEO Seng Chong6.336Tricor Trust (Hong Kong) Limited( Solar Power Group LimitedSolar Power Group Limited353,523,000151,608,000YEOMAN CLIENT 1YEOMAN 3-RIGHTS VALUE ASIA FUND VCCYEOMAN CAPITAL MANAGEMENTLIM Mee HwaYEO Seng ChongLIM Mee Hwa9,750,000)10%84,254,000 — 2024/20251%5,100,0003,200,000119,300,0000.373,071,0000.433,813,00017,600,0001,600,0001,200,00020,800,000(i)78,254,000(ii)61,854,0007.34%(i)(ii)(iii) 61,854,000 — 2024/2025(i)78,254,000(ii)7.34%24.5%62.9%5%30% — 2024/2025 GlobalLimitedComputimeInternational LimitedSolar Power Group Limited 14Altis Technology (Hong Kong) LimitedAltis Technology Limited — 2024/2025AltisCTNova Limited — 2024/2025C.2.1 C1 C.2.1 — 2024/2025 —