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智通港股沽空统计|12月16日
智通财经网· 2025-12-16 00:21
智通财经APP获悉,京东健康-R(86618)、联想集团-R(80992)、华润啤酒-R(80291)上一交易日沽空比率 位于前三位,分别为100.00%、97.06%、86.67%。中国平安(02318)、小米集团-W(01810)、阿里巴巴- SW(09988)的沽空金额位居前三,分别为22.20 亿元、17.21 亿元、15.72 亿元。美团-WR(83690)、中国 光大控股(00165)、深圳控股(00604)的偏离值位居前三,分别为45.78%、33.97%、28.16%。 前十大沽空比率排行 | 股票名称 | 沽空金额↓ | 沽空比率 | 偏离值 | | --- | --- | --- | --- | | 中国平安(02318) | 22.20 亿元 | 40.58% | 14.37% | | 小米集团-W(01810) | 17.21 亿元 | 30.91% | 14.13% | | 阿里巴巴-SW(09988) | 15.72 亿元 | 11.12% | -4.90% | | 腾讯控股(00700) | 8.48 亿元 | 9.23% | -4.00% | | 建设银行(00939) | 6 ...
深圳控股(00604) - 截至二零二五年十一月三十日股份发行人的证券变动月报表
2025-12-01 06:45
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11月30日 | 狀態: 新提交 | | --- | --- | --- | | 致:香港交易及結算所有限公司 | | | | 公司名稱: | 深圳控股有限公司 | | | 呈交日期: | 2025年12月1日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 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) | 00604 | 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 | | | 8,898,793,115 | | 0 | | 8,898,793,115 | | 增加 / 減少 (-) | | | 0 | ...
深圳控股:前三季度未经审计总合同销售额约98.38亿元
Sou Hu Cai Jing· 2025-11-05 01:31
Core Insights - Shenzhen Holdings reported its major business progress for Q3 2025, highlighting significant growth in contract sales and sales area compared to the previous year [1] Sales Performance - In Q3 2025, Shenzhen Holdings achieved an unaudited contract sales amount of approximately 3.025 billion RMB, with a contract sales area of about 128,700 square meters [1] - For the first three quarters of 2025, the total unaudited contract sales reached approximately 9.838 billion RMB, representing a 24.0% increase compared to the same period last year [1] - The total contract sales area for the first three quarters was approximately 428,200 square meters, which is a 36.3% increase year-on-year, with an average selling price of about 22,973 RMB per square meter [1]
深圳控股第三季:销售增长背后的盈利修复难题
Xin Lang Cai Jing· 2025-11-04 16:04
Core Viewpoint - Shenzhen Holdings Limited reported a significant increase in sales amid a challenging real estate market, but its profitability continues to decline, leading to a paradoxical situation [1][2]. Sales Performance - Total contract sales for the first three quarters reached 9.838 billion yuan, a year-on-year increase of 24% [1]. - The sales volume for the third quarter alone was 3.025 billion yuan, with a sales area of 128,700 square meters [1]. - During the "Golden Week" holiday, several projects achieved top sales in their respective areas, with the Shanghai Jiading project achieving an 80% sales rate on the first day of opening [1]. Pricing and Profitability - Despite a 36.3% year-on-year increase in sales area to 428,200 square meters, the average selling price dropped from 25,300 yuan per square meter to 23,000 yuan, a decline of 9% [1]. - The gross profit margin for the real estate development business in the first half of 2025 was 13.8%, down 18 percentage points from the previous year, significantly exceeding the industry average decline [1]. Financial Overview - Total revenue for the first three quarters was 24.445 billion yuan, with an operating profit of 161 million yuan and a net loss of 848 million yuan [2]. - The company reported a 175% year-on-year increase in revenue for the first half of 2025, amounting to 10.35 billion HKD, but faced a gross profit margin decline of approximately 12 percentage points [2]. Asset Management and Inventory - The company has seen positive changes in its asset management, with several key projects successfully delivered, leading to a reduction in inventory by approximately 15.1 billion yuan to 81.904 billion yuan [3]. - Contract liabilities also decreased by about 11.5 billion yuan, indicating improved asset turnover efficiency [3]. Debt Management - As of the end of the third quarter of 2025, the total liabilities of the parent company were 143.987 billion yuan, a year-on-year decrease of 6.26%, with current liabilities down by 24% [3]. Financing and Business Expansion - Recently, the company secured a three-year loan of 4 billion HKD [4]. - The company is expanding its urban comprehensive operation business, taking on projects such as the Shenzhen Library North Pavilion and several hospitals in Anhui and Henan [4]. Commercial Real Estate Development - The community commercial project "Shen Ye Shi Ji" has been initiated, with an expected opening in 2026, and the TOD complex at Chegongmiao is in substantial development [4]. - The company is also focusing on technology industry investments, with a 25% year-on-year increase in electronic shipments and a 160% increase in agricultural product sales driven by the pig supply chain [4]. Strategic Shift - Shenzhen Holdings is moving towards a strategic focus on real estate asset management and comprehensive operation services, as evidenced by the planned sale of 70% of its stake in Jinghua Electronics [4]. - However, market reactions have been negative, as seen by the significant drop in stock price following the announcement of the acquisition [4]. Challenges Ahead - The company faces challenges in the commercial real estate sector, where its revenue contribution remains relatively small compared to real estate development [5]. - The overall path for Shenzhen Holdings is expected to be difficult during the industry's deep adjustment period, with a focus on restoring profitability and managing debt risks being crucial for navigating through the cycle [5].
港股公告掘金 | 小鹏汽车10月智能电动汽车交付量创下单月交付新纪录 博雷顿拟与福建日鑫在矿山无人驾驶运输业务领域展开长期战略合作
Zhi Tong Cai Jing· 2025-11-03 15:19
Major Events - Xiaoma Zhixing-W (02026) has set the share price for its offering at HKD 139 [1] - Boleton (01333) has entered into a strategic cooperation with Fujian Rixin, focusing on autonomous driving for mining transportation [1] - Zhaojin Mining (01818) has signed a strategic cooperation memorandum with Ant Group [1] - Yimai Sunshine (02522) subsidiary has signed a data co-construction cooperation agreement with Beijing Xianxing District and Beijing Computing Power [1] - Yaojie Ankang-B (02617) has reached a project cooperation agreement with Neurocrine [1] - Heng Rui Pharmaceutical (01276) plans to include HRS-5965 capsules in the priority review process [1] Financial Data - XPeng Motors-W (09868) delivered 42,013 smart electric vehicles in October, a year-on-year increase of 76%, setting a new monthly delivery record [1] - Fuwai Group (01828) reported a sales revenue of USD 1.935 billion for the first three quarters, a year-on-year increase of 37% [1] - Shenzhen Holdings (00604) recorded total contract sales of approximately CNY 9.838 billion for the first three quarters, a year-on-year increase of 24% [1] - Weigao Group (01066) reported third-quarter revenue of approximately CNY 3.26 billion, a year-on-year growth of about 2.6% [1]
深圳控股前三季度总合同销售额约98.38亿元,同比上升24%
Zhi Tong Cai Jing· 2025-11-03 09:09
Group 1: Real Estate Development - In Q3 2025, the company reported an unaudited contract sales amount of approximately 3.025 billion RMB, with a contract sales area of about 128,700 square meters [1] - For the first three quarters of 2025, the total unaudited contract sales reached approximately 9.838 billion RMB, representing a 24.0% increase year-on-year, with a total sales area of about 428,200 square meters, up 36.3% year-on-year [1] - The average selling price per square meter was approximately 22,973 RMB, with key projects successfully delivered in Q3, including Shenzhen Shenye Yunhai Bay and Chengdu Shenye Dongyuefu [1] Group 2: Property Upgrade and Innovation - The company is enhancing its commercial competitiveness and asset attractiveness through continuous property upgrades and business model innovation [2] - A cinema area asset upgrade is underway at Shenye Shangcheng Commercial, with plans to launch a new concept garden "The Gardens" that integrates global cuisine and high-end cinema functions by early next year [2] Group 3: Urban Comprehensive Operation - The company received multiple accolades for its operational strength, including recognition as a leading brand in property service quality in China for 2025 [3] - Shenye Shangcheng has successfully attracted 13 Fortune 500 companies after its office upgrade and has been designated as a "Foreign Business Service Point" [3] - The company is expanding its operational projects, including the successful bid for the Huafu Village project, which will be the first project under the "Shenye Shiji" community commercial product line [3] Group 4: Technology Industry Investment Services - The company's subsidiary, Jinghua, has made significant progress in expanding its client base and advancing cooperation projects, with a notable improvement in agricultural operating efficiency [4] - The sales of agricultural products have increased by over 160% year-on-year, and the Dapeng Four Seasons Coastal Garden has received 60,000 visitors, being recognized as a "Child-Friendly Practice Site" in Shenzhen [4] - The company aims to accelerate the construction of a new development model, focusing on urban asset management, comprehensive operations, and technology industry investment services to ensure high-quality development [4]
深圳控股(00604)前三季度总合同销售额约98.38亿元,同比上升24%
智通财经网· 2025-11-03 09:03
Sales Performance - In Q3 2025, the company reported an unaudited contract sales amount of approximately 3.025 billion RMB, with a contract sales area of about 128,700 square meters [1] - For the first three quarters of 2025, the total unaudited contract sales reached approximately 9.838 billion RMB, representing a 24.0% increase year-on-year, with a total sales area of about 428,200 square meters, up 36.3% year-on-year [1] - The average selling price per square meter was approximately 22,973 RMB [1] Property Upgrade and Innovation - The company is enhancing its commercial competitiveness and asset attractiveness through continuous property upgrades and business model innovation [2] - A cinema area asset upgrade is underway at Deep Industry Shangcheng Commercial, with plans to launch a new concept garden "The Gardens" that integrates global cuisine and high-end cinema functions by early next year [2] Urban Comprehensive Operation - The company received recognition for its operational strength, being awarded multiple honors including "2025 Leading Brand in Property Service Quality" and "2025 Excellent Brand in Industrial Property Service" [3] - Deep Industry Shangcheng has successfully attracted 13 Fortune 500 companies after upgrading its office space and has been designated as a "Foreign Business Service Point" [3] - The company is expanding its operational projects, with the first community commercial product line project "Deep Industry Shiji" set to launch in Huafu Village [3] Technology Industry Investment Services - The subsidiary Jinghua Company has made significant progress in expanding its client base and advancing cooperation projects, with a notable improvement in production management levels [4] - The agricultural business has seen a substantial increase in sales, with agricultural product sales growing over 160% year-on-year [4] - The company is accelerating the construction of a new development model, focusing on urban asset management, comprehensive operations, and technology industry investment services to ensure high-quality development [4]
深圳控股(00604.HK):前三季度总合同销售98.38亿元 同比上升24.0%
Ge Long Hui· 2025-11-03 08:48
Core Insights - Shenzhen Holdings (00604.HK) reported an unaudited contract sales amount of approximately 3.025 billion RMB for Q3 2025, with a contract sales area of about 128,700 square meters [1] - The company maintained strong sales during the "Eleven" holiday period, with projects like Shenzhen Shenye Yunzhu, Shanshui Dongcheng, and Huizhou Banshan Mingyuan achieving regional sales champions [1] - For the first three quarters of 2025, the company's unaudited total contract sales reached approximately 9.838 billion RMB, representing a 24.0% increase year-on-year, with a total contract sales area of about 428,200 square meters, up 36.3% year-on-year, and an average selling price of approximately 22,973 RMB per square meter [1] - Key projects such as Shenzhen Shenye Yunhai Bay, Shenye Yiyuefu, and Chengdu Shenye Dongyuefu were successfully delivered in Q3 [1]
深圳控股(00604) - 二零二五年第三季度主要业务进展
2025-11-03 08:41
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 (於香港註冊成立之有限公司) (股份代號:00604) 二零二五年第三季度主要業務進展 深圳控股有限公司(「本公司」,連同其附屬公司統稱為「本集團」)向本公司 股東提供隨附二零二五年第三季度主要業務進展的新聞稿(「新聞稿」)。 新聞稿所載列的資料是根據本集團內部資料匯總編制而成,該等資料尚未經核數 師審核或審閱,因此僅供投資者參考。 本公司股東及潛在投資者於買賣本公司股份時務請審慎行事。 承董事會命 深圳控股有限公司 主席 王昱文 香港,二零二五年十一月三日 於本公告日期,董事會由七位董事組成,其中王昱文先生、蔡潯女士、嚴中宇先生及史 曉梅女士為本公司執行董事,而李偉強先生、黃友嘉博士及宮鵬教授為本公司獨立非執 行董事。 [請即時發放] 深圳控股公佈 2025 年第三季度主要業務進展 (2025 年 11 月 3 日- 香港) 深圳控股有限公司(「深圳控股」或「集團」;香港聯 交所上市編號:604.HK ...
深圳控股(00604) - 截至二零二五年十月三十一日股份发行人的证券变动月报表
2025-11-03 03:23
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: | 深圳控股有限公司 | | | 呈交日期: | 2025年11月3日 | | | I. 法定/註冊股本變動 | 不適用 | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 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) | 00604 | 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 | | | 8,898,793,115 | | 0 | | 8,898,793,115 | | 增加 / 減少 (-) | | | 0 | ...