资料显示，中国联合网络通信股份有限公司位于北京市西城区金融大街21号，成立日期2001年12月31 日，上市日期2002年10月9日。公司主营业务包括宽带及移动数据服务、数据及其他互联网应用、销售 通信产品和增值服务等。 2月3日，中国联通（600050）盘后的减持公告，让本就因税率调整而备受关注的电信行业再添了一层讨 论。 中国联通公告，股东中国国有企业结构调整基金股份有限公司（简称"结构调整基金"）减持计划已完 成，2025年11月3日至2026年2月3日通过集中竞价减持3.13亿股、大宗交易减持2389.87万股，合计减持 3.37亿股，占总股本1.0764%，减持价格区间4.8～5.53元/股，成交金额17.82亿元，当前持股15.63亿 股，占总股本5.00%。 公告显示，作为公司重要战略股东，结构调整基金与中国联通在公司治理、业务发展、子企业改革等领 域深化合作，取得丰硕成果。本次减持是结构调整基金正常的股权安排，旨在促进国有资本结构优化并 满足自身发展需求，不会导致公司控制权发生变更。 业绩方面，2025年前三季度，中国联通营业收入为2929.85亿元，同比增长0.99%；归母净利润为87.72 ...

Core Viewpoint - Shenzhen Huaqiang announced the resignation of Mr. Hu Xin'an as chairman and director due to personal reasons, and Mr. Zhang Hengchun retired from the board, with Mr. Zhang Zehong elected as the new chairman [1] Group 1: Management Changes - Mr. Hu Xin'an and Mr. Zhang Hengchun have stepped down from their positions, with no outstanding commitments to fulfill [1] - Mr. Zhang Zehong has been elected as the chairman of the 11th board of directors, with his term starting immediately and lasting until the end of the board's term [1] - The remuneration and assessment committee now includes Mr. Ji Guijun, Mr. Zhang Zehong, and Mr. Lv Chenglong [1] Group 2: Background of New Chairman - Mr. Zhang Zehong, born in December 1972, holds a master's degree and is a certified accountant with extensive experience in various financial and managerial roles within the company [2] - His previous positions include roles such as general manager of Shenzhen Huaqiang Industrial Co., Ltd. and chairman of the supervisory board of Huaqiang Fantawild Cultural Technology Group [2] Group 3: Financial Performance - For the fiscal year 2025, Shenzhen Huaqiang expects a net profit attributable to shareholders of between 426 million to 490 million yuan, representing a year-on-year growth of 100% to 130% [3] - The company anticipates a non-recurring net profit of 390 million to 454 million yuan, indicating a growth of 142.36% to 182.09% year-on-year [3] - Basic earnings per share are projected to be between 0.4072 yuan and 0.4683 yuan [3]

Core Viewpoint - The CEO of Gao Xin Retail, the parent company of RT-Mart, has been taken by the police for investigation, leading to temporary management changes within the company [3]. Group 1: Company Announcement - Gao Xin Retail announced on February 4 that the board of directors is currently unable to contact CEO Li Weiping [1]. - The company stated that the matter concerning Li Weiping is unrelated to the business and operations of the group, and it does not have a significant adverse impact on the company [3]. - During this period, the daily operations and management will be temporarily handled by the chairman of the board, Hua Yu [3]. Group 2: CEO Background and Compensation - Li Weiping, aged 47, has over 20 years of management experience in the retail industry, having previously worked at Hema and Lotte Supermarket [4]. - According to the service agreement, Li Weiping will not receive any director's fees but is entitled to a fixed annual salary of 3.36 million RMB as CEO, along with annual management bonuses based on company performance [5]. Group 3: Company Profile - Gao Xin Retail, established in 2011 and listed on the Hong Kong Stock Exchange the same year, is a leading retailer in China with multiple business formats and e-commerce channels [5]. - As of September 30, 2025, the group operates 462 hypermarkets, 32 medium-sized supermarkets, and 7 membership stores across 205 cities in 29 provinces and regions [5]. Group 4: Market Performance - As of February 4, Gao Xin Retail's stock price was 1.580 HKD, reflecting a 1.94% increase, with a total market capitalization of 15.074 billion HKD [6].

2月3日，西贝相关负责人表示，西贝海雅缤纷城店的闭店是公司正常的经营调整，并非网传的"跑路"。 对于这一变化给周边顾客带来的不便深表歉意。该负责人介绍，闭店前西贝已通过短信向全国门店会员 发送通知，所有会员的优惠券、积分及储值余额均不受影响，可在全国其它西贝门店正常使用，公司将 确保每一位顾客的权益得到妥善保障。 关于闭店原因，该负责人表示，综合考虑该门店的经营状况、运营成本及公司整体战略布局，西贝于1 月15日正式向海雅缤纷城提交了停止营业申请。目前，西贝正在与海雅缤纷城就相关事宜保持积极沟 通，双方已达成共识，确保各项交接工作有序进行，同时也欢迎周边顾客前往附近其它西贝门店用餐。 2月3日，海雅缤纷城相关负责人表示，商场已经和西贝门店负责人进行了充分的协商沟通，昨日已达成 了一致的解决方案。该负责人向记者介绍，西贝门店与海雅缤纷城是长达12年的合作伙伴，一直以来合 作关系良好，西贝门店也很受亲子家庭欢迎，对于西贝因为业务调整，关闭在海雅缤纷城的门店，该负 责人也觉得非常遗憾，他表示，在西贝闭店的过程中商场也将给予必要的协助，并跟进督促原门店保障 商场消费者的合法权益。下一步，商场也会积极引入新的餐饮品牌， ...

2月3日晚些时候，美国白宫新闻秘书莱维特称，尽管伊朗方面要求对会谈地点和形式作出调整，美国与伊朗之间的会谈仍计划于本周举行。 伊朗外交部发言人巴加埃同一天表示，谈判计划已制定，预计将在未来几天举行。目前正在进行磋商以确定谈判地点，一旦确定，将立即公布。 美国和伊朗近日将就"可能的核协议"展开会谈。2月3日，谈判安排出现变数。此前有消息称，谈判将在土耳其伊斯坦布尔进行，除美伊外，中东多国也将 参与会谈。然而，知情人士2月3日透露，伊朗希望在海湾国家阿曼、以双边形式举行会谈。而伊朗外交部称与美国谈判的地点仍在磋商中。白宫则称，会 谈仍将按计划进行。 有知情人士透露，伊朗已要求更改2月6日与美国谈判的地点和形式，将谈判地点从土耳其伊斯坦布尔市改为海湾国家阿曼，并希望会谈以双边形式举行。 两名知情人士称，已有多个国家获邀参与谈判，但伊朗方面现在希望谈判只有伊朗和美国双方参加，而非有多个阿拉伯和伊斯兰国家作为观察员出席。 ↓↓↓ 编辑吴怡漪责编黎莉校审宋华 据此前消息，美国总统特使威特科夫和伊朗外长阿拉格齐预计2月6日在伊斯坦布尔会面，讨论"可能的核协议"。土耳其、卡塔尔、沙特阿拉伯等国的代表 也将参与在伊斯坦布尔举行 ...

资料显示，珠海华发实业股份有限公司是承接华发集团房产开发板块的平台公司，始创于1980年，拥有国家一级房地产开发资质，2004年成功在上海证券 交易所挂牌上市。 2月3日，华发股份披露2026年度向特定对象发行A股股票预案，拟向控股股东珠海华发集团有限公司发行A股股票募集资金不超过30亿元，募集资金扣除 发行费用后的净额将用于9个房地产项目。 分别是：珠海华发城建国际海岸花园二期项目、绍兴金融活力城项目、成都阅天府项目、杭州武御林宸院项目、成都锦宸院三期观著园项目、成都锦宸院 一期流霞里项目、成都锦宸院二期天华里项目、成都锦宸院一期月华里项目和珠海华发峰景湾花园二期项目。 | | | | 序号 | 项目名称 | 项目总投资 | 拟募集资金投资 | | --- | --- | --- | --- | | 1 | 珠海华发城建国际海岸花园二期项目 | 704,109.00 | 80,000.00 | | 2 | 绍兴金融活力城项目 | 1,909,367.00 | 70.000.00 | | 3 | 成都阅天府项目 | 710.427.72 | 55.000.00 | | 4 | 杭州武御林宸院项目 | 222, ...

2月3日晚间，良品铺子（603719）发布公告称，因控股股东宁波汉意及实际控制人杨红春、杨银芬、张国强等与国通信托公证债权文书一案，武汉市东西 湖区人民法院向杨红春、杨银芬、张国强等分别出具了执行通知书。执行标的共计约2.8亿元。 2024年1月，宁波汉意向云南信托申请了三笔贷款共计3亿元，累计向云南信托质押良品铺子股份5340万股，占其目前所持公司股份的37.80%，占公司总 股本的13.32%。杨红春、杨银芬、张国强为前述债务提供连带责任保证担保。截至目前，前述债务已逾期，债务本金余额为2.8亿元。 2025年5月27日，云南信托向宁波汉意出具《权利转移通知书》，表示云南信托将前述债权全部转让给了国通信托。因前述债务逾期问题，国通信托日前 依照相关程序向法院申请执行。 截至公告日，控股股东宁波汉意累计质押7590万股，占其所持股份比例为53.72%，占公司总股本比例为18.93%；累计209.06万股被司法冻结，占其所持股 份比例为1.48%，占公司总股本比例为0.52% | 股东 | | 持股 | | 质押、标记或冻结情况 | | | | --- | --- | --- | --- | --- | -- ...

Core Viewpoint - The company has faced regulatory scrutiny due to the prolonged vacancy of the board secretary position, which has been filled by the chairman since January 21, 2022, violating relevant regulations [2][3]. Group 1: Regulatory Actions - The Shanghai Stock Exchange issued a regulatory warning to the company's former chairman Wang Jian and Wang Jinding for failing to fulfill their responsibilities in appointing a board secretary [3]. - The company is required to take corrective measures, initiate the appointment process for a qualified board secretary, and submit a rectification report within one month [3]. Group 2: Share Pledge Information - The company's controlling shareholder, Tibet Zhiguan, pledged 23,230,000 shares to Shanghai Rural Commercial Bank, with the funds intended for working capital [4]. - After the pledge, Tibet Zhiguan holds 91,183,431 shares, representing 4.12% of the total share capital, with the pledged shares accounting for 25.48% of their holdings and 1.05% of the company's total shares [4]. Group 3: Shareholder Status - As of the announcement date, the controlling shareholder Pengxin Group and its concerted parties hold a total of 685,137,415 shares, representing 30.96% of the total share capital, with 427,837,580 shares pledged [5]. - The unpledged shares held by Pengxin Group and its concerted parties are insufficient to meet performance compensation commitments, prompting efforts to lift the pledges [5]. Group 4: Financial Performance - The company anticipates a net profit of between 210 million and 290 million yuan for 2025, a significant turnaround from a loss of 96.77 million yuan in the previous year [5]. - The expected profit increase is attributed to higher production and sales prices of gold, copper, and sulfuric acid, along with a rebound in cobalt hydroxide prices [5]. Group 5: Market Performance - As of February 3, the company's stock price decreased by 3.21%, closing at 8.75 yuan per share, with a total market capitalization of 19.363 billion yuan [6].

Core Viewpoint - A significant capital restructuring is underway as Han Jian He Shan plans to acquire 99.9978% of Liaoning Xingfu New Material Co., Ltd. to diversify its revenue streams and create a second growth curve amid declining performance in its core business [1][11]. Group 1: Acquisition Details - Han Jian He Shan intends to issue shares and pay cash to acquire the majority stake in Xingfu New Material, which specializes in aromatic products and advanced engineering plastics [1]. - The acquisition is aimed at enhancing the company's income and profit growth potential, as the company currently operates in the prestressed concrete pipe and concrete additives sectors [1]. - The transaction's asset price is yet to be finalized, and the company plans to raise funds from up to 35 specific investors to support the acquisition [1]. Group 2: Financial Performance of Target Company - Xingfu New Material's projected revenues from 2022 to 2025 are 777 million, 609 million, 401 million, and 386 million yuan, respectively, indicating a downward trend [4]. - The company's net profit attributable to shareholders is expected to fluctuate significantly, with figures of 101 million, 136 million, -736,700, and 10.06 million yuan over the same period, reflecting substantial volatility [4]. - The Shanghai Stock Exchange has requested further clarification on the reasons behind the target company's declining revenue and performance volatility compared to industry peers [4][7]. Group 3: Financial Condition of Han Jian He Shan - As of Q3 2025, Han Jian He Shan's cash reserves are only 68 million yuan, raising concerns about its ability to finance the acquisition and related costs [6]. - The company has reported consecutive losses from 2022 to 2024, totaling 356 million, 308 million, and 231 million yuan, indicating a persistent decline in profitability [8][10]. - The company anticipates a net loss of 8 to 12 million yuan for 2025, marking a fourth consecutive year of losses [9][10]. Group 4: Market and Regulatory Concerns - The Shanghai Stock Exchange has raised questions regarding the cash payment arrangements for the acquisition and the potential impact on the company's debt repayment capacity and operational viability [6][7]. - The stock price of Han Jian He Shan experienced a notable increase just before the announcement of the acquisition, prompting scrutiny from regulatory authorities regarding potential insider trading [6][11]. - The company has acknowledged the challenges in its current business environment and the need for new revenue growth points due to uncertain industry prospects [11].

Core Insights - Babai Food (605338) reported a revenue of 1.859 billion yuan for 2025, representing a year-on-year growth of 11.22%. The net profit attributable to shareholders decreased by 1.30% to 273 million yuan, while the net profit excluding non-recurring items increased by 16.49% to 245 million yuan [1][3]. Financial Performance - Total revenue for the reporting period was 1.859 billion yuan, up from 1.671 billion yuan, marking an increase of 11.22% [3]. - Operating profit decreased by 6.49% to 329.7 million yuan from 352.6 million yuan [3]. - Total profit fell by 3.84% to 352.2 million yuan compared to 366.3 million yuan in the previous year [3]. - Net profit attributable to shareholders was 272.99 million yuan, down from 276.59 million yuan, a decline of 1.30% [3]. - Net profit excluding non-recurring items was 244.83 million yuan, an increase of 16.49% from 210.18 million yuan [3]. - Basic earnings per share rose to 1.14 yuan from 1.12 yuan, reflecting a growth of 1.79% [3]. - The weighted average return on equity decreased by 0.19 percentage points to 12.05% [3]. Asset and Equity Position - Total assets at the end of the reporting period were 2.896 billion yuan, up 1.53% from 2.853 billion yuan at the beginning of the period [3]. - Equity attributable to shareholders increased by 3.18% to 2.337 billion yuan from 2.265 billion yuan [3]. - The net asset per share was 9.76 yuan, up from 9.13 yuan, a growth of 6.90% [3]. Business Strategy and Market Position - The company actively expanded its business and integrated operations, enhancing its national layout with a steady increase in franchise store numbers [4]. - Successful acquisitions of projects such as "Qinglu" in Nanjing and "Manxiangren" in Zhejiang contributed to improved regional market positioning and franchise business scale [4]. - Continuous efforts in lean improvement, new product development, and supply chain management optimization helped control raw material costs and enhance overall operational efficiency [4]. Market Performance - As of February 3, the stock price of Babai Food was 31.1 yuan per share, with a total market capitalization of 7.451 billion yuan [5].