当日关注点 交易信息汇总资金流向 截至2025年11月7日收盘，ST岭南(002717)报收于1.84元，上涨0.55%，换手率4.76%，成交量76.81万 手，成交额1.42亿元。 岭南生态文旅股份有限公司向不特定对象发行可转换公司债券2025年度第三十七次临时受托管理事务报 告 岭南生态文旅股份有限公司发行的"岭南转债"因公司货币资金不足，无法按期兑付本息，信用评级已下 调至C级。公司2024年度营业收入大幅下滑，净利润持续亏损，审计报告被出具保留意见。2025年前三 季度营收继续下降，净亏损收窄。公司存在持续经营风险、增信资产变现不确定、股票可能因股价低于 1元被终止上市，且涉及多起诉讼，累计诉讼金额较大。公司还收到法院传票，涉嫌串通投标罪。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：11月7日主力资金净流入722.3万元，显示主力对个股短期关注度提升。 来自公司公告汇总："岭南转债"因货币资金不足无法按期兑付本息，信用评级已下调至C级，公 司面临严重偿债风险。 11月7日主力资金净流入722.3万元 ...

Core Viewpoint - The company's ability to inject computing power industry business depends on the successful implementation of bankruptcy reorganization, compliance with legal regulations, and obtaining necessary approvals [1][2] Group 1: Business Risks - There is significant uncertainty regarding the timing, scale, and future profitability of the asset injection [1] - The company faces risks from intensified market competition, which may lead to a decline in overall industry profit margins and extended cost recovery periods [1] - The existing business may not synergize effectively with the new business, posing additional risks [1] Group 2: Investment and Financial Risks - The planned donation of the Hohhot Intelligent Computing Center has not yet been completed, raising concerns about insufficient future funding and extended construction timelines [2] - The current phase of the Hohhot Intelligent Computing Center has only completed the first phase of construction, with significant funding required for subsequent phases [2] - The industry investor's cash and financial assets as of June 30, 2025, amount to 56.03 million, with a debt ratio of 65%, indicating potential funding shortages for construction [2] - The operational cash flow for the first half of 2025 is projected at 71.48 million, highlighting risks related to insufficient construction funds and potential fundraising failures [2]

ST岭南（002717）11月4日晚发布公告，公司近日收到河南省汤阴县人民法院送达的 《传票》，开庭日期为10月31日上午8时30分。对于具体 原因，公司表示因涉嫌串通投标罪被起诉，公司将积极配合公安机关、法院做好相关工作，依法采取有效措施。 对于上述事件，ST岭南称，截至目前，暂未对公司的生产经营产生重大影响。本次事件是否对公司经营、财务方面产生影响有待法院进一步判 决。 需要提及的是，ST岭南近期可以说是"麻烦"不断。 回顾来看，ST岭南7月23日晚公告称，公司收到东莞市中级人民法院送达的《传票》《民事起诉状》等相关起诉材料，因金融借款合同纠纷， 中国农业发展银行东莞市分行向东莞市中级人民法院提起诉讼。 彼时公告显示，该起案件涉案金额为2.94亿元。公司称，因案件尚未开庭审理，该诉讼事项对本期利润或期后利润的具体影响尚存在不确定 性。 事实上，ST岭南近一年来多次被诉。公司10月31日披露的最新数据显示，截至2025年10月28日，公司及控股子公司连续十二个月内新增尚未披 露的诉讼、仲裁事项的涉案金额合计约为1.31亿元，涉案金额累计达公司最近一期经审计归属于母公司净资产的12.28%。 官司不断的ST岭 ...

格隆汇11月4日丨ST岭南（维权）(002717.SZ)公布，近日收到了河南省汤阴县人民法院送达的《传票》 （（2025）豫0523刑初223号），开庭日期为2025年10月31日上午8时30分。公司涉嫌串通投标罪被起 诉，公司将积极配合公安机关、法院做好相关工作，依法采取有效措施。截至目前，上述事件暂未对公 司的生产经营产生重大影响。本次事件是否对公司经营、财务方面产生影响有待法院进一步判决。 ...

Core Viewpoint - ST Lingnan (002717.SZ) has been indicted for collusion in bidding, with a court date set for October 31, 2025. The incident has not yet significantly impacted the company's operations [1]. Company Summary - The company has received a subpoena from the People's Court of Tangyin County, Henan Province [1]. - The court hearing is scheduled for the morning of October 31, 2025, at 8:30 AM [1]. - Currently, the legal issue has not had a major effect on the company's production and operations [1].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 亞證地產有限公司(「本公司」) 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 不適用 備註： 本公司並無法定股本及其股本中並無股份面值。 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00271 | 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 1,240,668,945 | | 0 | | 1,240,668,945 | | 增加 / 減少 (-) | | | | | | | | | | 本月底結存 | | | | 1,240,668,945 | | 0 | | 1,240,668,945 | ...

Core Insights - *ST Dongyi (002713.SZ) reported its Q3 2025 results on October 31, 2025, highlighting a significant institutional ownership change [1] Institutional Ownership - As of October 30, 2025, four institutional investors disclosed holding shares in *ST Dongyi A-shares, totaling 144 million shares, which represents 34.22% of the company's total equity [1] - The institutional investors include Tianjin Dongyi Tianzheng Investment Co., Ltd., Tianjin Chenshang Consulting Co., Ltd., Xiaomi Technology (Wuhan) Co., Ltd., and Shenyang Changshun Cable Manufacturing Co., Ltd. [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 5.62 percentage points [1]

Core Viewpoint - ST Lingnan (002717.SZ) reported a significant decline in revenue and net profit for the first three quarters of 2025, indicating financial distress and potential challenges ahead [1] Financial Performance - The company achieved an operating revenue of 253 million yuan, representing a year-on-year decrease of 68.75% [1] - The net profit attributable to shareholders was -206 million yuan, with a net profit excluding non-recurring gains and losses of -202 million yuan [1] - The basic earnings per share were -0.11 yuan [1]

Core Points - ST Lingnan's stock price closed at 1.85 yuan on October 27, 2025, down 2.12% with a turnover rate of 14.98% and a trading volume of 2.42 million shares, amounting to a transaction value of 449 million yuan [1] Trading Information Summary - On October 27, 2025, the net outflow of main funds was 53.59 million yuan, while retail investors saw a net inflow of 32.62 million yuan [1][3] Company Announcement Summary - ST Lingnan's stock experienced an abnormal fluctuation with a cumulative price deviation exceeding 12% from October 22 to 24, 2025. The company confirmed that previous disclosures were accurate and that there were no undisclosed matters. The company and its former controlling shareholder, Yin Hongwei, are under investigation by the China Securities Regulatory Commission for information disclosure violations. Yin Hongwei's shares, totaling 100 million shares, have been judicially auctioned, reducing his holding from 14.71% to 11.42% [1] - The subsidiary, Shanghai Hengrun Digital Technology Group Co., Ltd., has been accepted for bankruptcy liquidation by the court. Since April 30, 2025, the company's stock has been subject to other risk warnings, with major bank accounts frozen and an internal control audit report indicating a negative opinion, highlighting uncertainties regarding the company's ability to continue operations. The company is facing multiple overdue debts and may encounter lawsuits and asset freezes [1]

Core Viewpoint - The ability of *ST Dongyi to inject computing power industry business depends on the success of bankruptcy reorganization, compliance with relevant laws and regulations, and obtaining necessary approvals [1] Summary by Relevant Sections - **Asset Injection Uncertainty** - The timing, scale, and future profitability of the asset injection are highly uncertain [1] - Potential risks include intensified market competition leading to overall industry profit margin decline and extended cost recovery periods [1] - **Investment Risks** - The proposed donation of the Halinger Intelligent Computing Center by industry investors has not yet been completed, posing risks of insufficient future funding and extended construction timelines [1] - Increased market competition may result in underutilization of cabinet space at the Halinger center, potentially leading to lower-than-expected profitability [1] - **Investor and Order Risks** - The revenue and profit scale of industry investors are relatively small, and the company may lack the qualifications to undertake new orders from the same controlling entity, Chang Kong Construction [1] - Risks include failure to introduce orders according to the operational plan and overall decline in order scale and profit levels due to intensified market competition [1] - **Reorganization Agreement Risks** - Although the investment-related agreement for the reorganization has been signed, there are risks that the investors may not fulfill their funding obligations as per the agreement [1] - There is a possibility that the agreement could be terminated, revoked, deemed ineffective, or unfulfilled [1]