TIMES CHINA(01233)
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时代中国控股(01233) - 截至二零二六年一月三十一日止一个月未经审核经营数据
2026-02-06 10:45
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之內容概不 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。 時代中國控股有限公司 主 席 岑 釗 雄 TIMES CHINA HOLDINGS LIMITED 香 港 ,二零二 六 年 二 月 六 日 時代中國控股有限公司 (於 開 曼 群 島 註 冊 成 立 的 有 限 公 司) (股份代號:1233) 截 至二零二六年一月三十一日止一個月 未經審核經營數據 時代中國控股有限公司(「本公司 」,連同其附屬公司統稱為「本集團」)董事 會(「董事會」)欣然宣佈,本集 團截至二零二六年一月三十一日止一個月之合 同銷售(連合營項目銷售)金額約 為人民幣3 . 7 6億元,簽約建築面積約為2 9 , 0 0 0 平方米。 上述數據乃未經審核及依據本集團 的初步內部資料編製,或會因為在收集有關資 料的過程中的多項不確定因素,而 與本公司按年度或半年度基準刊發的經審核或 未經審核綜合財務報表所披露的數 字不同。因此,上 ...
资金面整体平稳,债市以震荡为主
Dong Fang Jin Cheng· 2026-02-05 09:36
Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report On February 3, the overall capital market remained stable; the bond market was mainly fluctuating, with short - term bonds being weak and medium - and long - term bonds being slightly strong; the main indexes of the convertible bond market rose collectively, and most convertible bond issues increased; the yields of U.S. Treasury bonds of different maturities showed divergent trends, and the yields of 10 - year government bonds of major European economies generally increased [1][2]. 3. Summary by Directory 3.1 Bond Market News - **Domestic News**: On February 3, the 2026 Central No. 1 Document was released, proposing reforms in rural collective property rights, support for new rural collective economies, and measures to control village - level debt. The central bank will conduct an 800 billion yuan 3 - month term buy - out reverse repurchase operation on February 4, resulting in a net investment of 100 billion yuan. The central bank Shanghai Head Office emphasized continuous financial reform and opening - up, and promoted free - trade zone financial reform [4][5]. - **International News**: On February 3 (local time), the U.S. House of Representatives passed a government funding bill, and the partial government shutdown is expected to end. However, the U.S. Department of Homeland Security only has funds until February 13, and there is still a risk of a more limited funding shortage [7]. - **Commodities**: On February 3, international crude oil and natural gas futures prices rose. WTI March crude oil futures rose 1.72% to $63.21 per barrel, Brent April crude oil futures rose 1.56% to $67.33 per barrel, COMEX gold futures rose 6.94% to $4975.30 per ounce, and NYMEX natural gas prices rose 3.49% to $3.377 per ounce [8]. 3.2 Capital Market - **Open - Market Operations**: On February 3, the central bank conducted a 7 - day reverse repurchase operation of 105.5 billion yuan at a fixed interest rate of 1.40%. With 402 billion yuan of reverse repurchases maturing on the same day, the net withdrawal of funds was 296.5 billion yuan [10]. - **Funding Rates**: On February 3, the capital market was generally stable. DR001 decreased by 4.76bp to 1.371%, and DR007 increased by 0.66bp to 1.497%. Other funding rates also showed different degrees of change [11][12]. 3.3 Bond Market Dynamics - **Interest - Rate Bonds**: On February 3, the bond market fluctuated, with short - term interest - rate bonds being weak and medium - and long - term bonds being slightly strong. As of 20:00 Beijing time, the yield of the 10 - year Treasury bond active bond 250016 decreased by 0.40bp to 1.8110%, and the yield of the 10 - year China Development Bank bond active bond 250215 remained unchanged at 1.9580%. Multiple bonds were issued on the same day, with different issuance scales, winning bid yields, and multiples [14][15]. - **Credit Bonds**: On February 3, there were no credit bond transactions with a price deviation of more than 10%. Several companies had credit - related announcements, including debt repayment difficulties, litigation, debt restructuring, and issuance cancellations [16][18]. - **Convertible Bonds**: On February 3, the A - share market rose, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising 1.29%, 2.19%, and 1.86% respectively. The main indexes of the convertible bond market also rose collectively. The trading volume of the convertible bond market was 97.548 billion yuan, an increase of 12.465 billion yuan from the previous trading day. Most convertible bond issues increased. Tomorrow (February 5), Haitian Convertible Bonds will start online subscriptions, and Shangtai Convertible Bonds will be listed [18][19][23]. - **Overseas Bond Markets**: - **U.S. Bond Market**: On February 3, the yields of U.S. Treasury bonds of different maturities showed divergent trends. The 2 - year U.S. Treasury bond yield remained unchanged at 3.57%, and the 10 - year U.S. Treasury bond yield decreased by 1bp to 4.28%. The 10 - year inflation - protected Treasury bond (TIPS) break - even inflation rate increased by 1bp to 2.36% [22][24][25]. - **European Bond Market**: On February 3, the yields of 10 - year government bonds of major European economies generally increased. The 10 - year German government bond yield increased by 2bp to 2.89%, and the yields of 10 - year government bonds of France, Italy, Spain, and the UK increased by 1bp, 1bp, 2bp, and 1bp respectively [26]. - **Chinese - Issued U.S. Dollar Bonds**: As of the close on February 3, the prices of Chinese - issued U.S. dollar bonds showed different degrees of change, with some rising and some falling [28].
债市早报:资金面整体平稳;债市以震荡为主
Jin Rong Jie· 2026-02-04 03:26
Group 1: Domestic News - The 2026 Central Document was released, focusing on agricultural modernization and rural revitalization, emphasizing the need for reforms in rural collective property rights and controlling new village-level debts [2] - The document encourages the use of special bonds and long-term treasury bonds to support major projects in agriculture and rural areas, enhancing the effectiveness of financial support for agriculture [2] Group 2: Monetary Policy - The central bank announced an increase in the amount of 3-month reverse repos, conducting an operation of 800 billion yuan, resulting in a net injection of 100 billion yuan after accounting for maturing repos [3] - The central bank's Shanghai headquarters is actively promoting financial reforms in the free trade zone, aiming to enhance cross-border financial services and the convenience of cross-border RMB business [3] Group 3: International News - The U.S. House of Representatives approved a funding bill to end a partial government shutdown, with a vote of 217 to 214, sending the bill to the President for signature [4] - Despite the approval, a funding shortfall risk remains, particularly for the Department of Homeland Security, which has funding only until February 13 [4] Group 4: Commodity Market - International crude oil prices rose, with WTI crude up 1.72% to $63.21 per barrel and Brent crude up 1.56% to $67.33 per barrel [5] - Gold futures increased by 6.94% to $4975.30 per ounce, while natural gas prices rose by 3.49% to $3.377 per million British thermal units [5] Group 5: Bond Market Dynamics - The bond market showed mixed performance, with short-term bonds weaker and medium to long-term bonds slightly stronger; the yield on the 10-year government bond fell by 0.40 basis points to 1.8110% [9] - The central bank conducted a 7-day reverse repo operation with a total of 1055 billion yuan at a rate of 1.40%, resulting in a net withdrawal of 2965 billion yuan due to maturing repos [6][7] Group 6: Credit Bonds - No credit bonds showed price deviations exceeding 10% on February 3, indicating stable trading conditions in the secondary market [11] - Companies like Zhongjun Group and Yida China are facing financial difficulties, with Zhongjun unable to repay a bond and Yida receiving a lawsuit for debt recovery [11][12] Group 7: Convertible Bonds - The convertible bond market saw a collective rebound, with major indices rising between 2.51% and 2.79%, and trading volume increasing significantly [13] - Notable individual bonds like Baichuan Convertible Bond surged over 17%, while some bonds experienced declines, such as Huazheng Convertible Bond, which fell over 4% [14] Group 8: Overseas Bond Market - U.S. Treasury yields showed mixed movements, with the 10-year yield down 1 basis point to 4.28%, while the 2-year yield remained unchanged at 3.57% [16] - European government bond yields generally increased, with Germany's 10-year yield rising by 2 basis points to 2.89% [18]
时代中国控股因2027年到期的不计息强制可转换债券而发行合计2992.79万股
Zhi Tong Cai Jing· 2026-02-03 10:03
时代中国控股(01233)发布公告,于2026年2月3日,根据于2025年11月28日发行的2027年到期的不计息 强制可转换债券("强制性可换股债券I"及"强制性可换股债券II")而发行合计2992.79万股。 ...
时代中国控股(01233)因2027年到期的不计息强制可转换债券而发行合计2992.79万股
智通财经网· 2026-02-03 09:50
智通财经APP讯,时代中国控股(01233)发布公告,于2026年2月3日,根据于2025年11月28日发行的2027 年到期的不计息强制可转换债券("强制性可换股债券I"及"强制性可换股债券II")而发行合计2992.79万 股。 ...
时代中国控股(01233) - 截至2026年1月31日止月份股份发行人的证券变动月报表
2026-02-03 09:48
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: 2026年1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: 時代中國控股有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 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) | 01233 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 | 本月底法 ...
时代中国控股(01233) - 翌日披露报表
2026-02-03 09:43
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 時代中國控股有限公司 呈交日期: 2026年2月3日 FF305 FF305 確認 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 01233 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | | 事件 | | | | 佔有關事件前的現有已發 ...
时代中国控股(01233) - (经修订) 翌日披露报表
2026-02-03 09:40
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 重新提交 公司名稱: 時代中國控股有限公司 呈交日期: 2026年1月27日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 01233 | 說明 | | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | | 庫存股份變動 | | | | | ...
债市早报:2025年全国规模以上工业企业利润实现增长;资金面有所改善,债市震荡调整
Jin Rong Jie· 2026-01-28 03:42
Group 1: Domestic News - The UK Prime Minister Starmer will visit China from January 28 to 31, marking the first visit by a UK Prime Minister in eight years, with discussions on trade and investment cooperation expected [2] - The Ministry of Human Resources and Social Security plans to expand the scale of entrusted investment of the basic pension insurance fund, with the total income of three social insurance funds reaching 9.1 trillion yuan and total expenditure at 8.1 trillion yuan by the end of 2025 [2] - By the end of 2025, the loan acquisition rate for technology-based small and medium-sized enterprises reached 50.2%, an increase of 2 percentage points from the previous year [3] Group 2: Economic Indicators - The profits of industrial enterprises above designated size in China increased by 0.6% year-on-year in 2025, reversing a three-year decline, with significant contributions from equipment manufacturing and high-tech industries [3] - Jilin Province has successfully exited the list of key local debt provinces, achieving the standards set in its 14th Five-Year Plan [4] Group 3: International News - The Federal Reserve is expected to pause interest rate cuts for the first time since September, maintaining the benchmark rate between 3.5% and 3.75% [5] - India and the EU have finalized a historic free trade agreement, with India agreeing to eliminate tariffs on over 90% of EU goods, marking a significant shift in trade relations [6] Group 4: Market Dynamics - The bond market showed fluctuations with the stock market's performance, as the yield on the 10-year government bond rose by 0.70 basis points to 1.8320% [11] - The convertible bond market saw a collective increase in major indices, although most individual convertible bonds experienced declines, with 162 bonds rising and 207 falling [14] Group 5: Commodity Prices - International crude oil prices increased, with WTI crude rising by 2.90% to $62.39 per barrel, while natural gas prices saw a slight decline [7] Group 6: Financial Operations - The central bank conducted a reverse repurchase operation of 402 billion yuan at a fixed rate, resulting in a net injection of 78 billion yuan into the market [8] - The money market showed improvement with the DR001 rate decreasing by 5.00 basis points to 1.367% [9]
时代中国控股因2027年到期的不计息强制可转换债券而发行合计1689.87万股
Zhi Tong Cai Jing· 2026-01-27 10:10
时代中国控股(01233)发布公告,2026年1月27日,于2025年11月28日发行的2027年到期的不计息强制可 转换债券("强制性可换股债券I")及("强制性可换股债券II")而发行合计1689.87万股股份。 ...