Group 1 - Chengdu Bay Yue City officially reopened on December 20, 2025, with a total commercial space of 144,000 square meters, positioned as a "vibrant family gathering place" for the southern city [1][3] - The project marks the first deep collaboration between Red Star Macalline and Jianfa Business Management, representing a new lifestyle and urban commercial update [3][5] - The opening ceremony was attended by notable figures including officials from the Sichuan Tianfu New District Headquarters Business Bureau and executives from Red Star Macalline and Jianfa Business Management [5] Group 2 - The mall focuses on "interests," featuring popular categories such as fitness, sports, and outdoor activities, with brands like COLNAGO, PARDUS, and CAMEL, catering to urban families' pursuit of health and nature [9] - A variety of family-oriented brands such as Kid King, Baby King, and Anta Kids are present, along with diverse dining options including Haidilao and Luckin Coffee, enhancing the family lifestyle experience [11] - Chengdu Bay Yue City emphasizes "family growth companionship" with three main themed areas: an immersive family sports social space, a parent-child interactive leisure area, and a relaxing rooftop garden [12] Group 3 - During the opening period, the mall will offer significant discounts and promotions, including subsidies, free gifts, and special deals to enhance consumer satisfaction [14]

根据2025年12月19日披露数据，狮腾控股（02562）、长飞光纤光缆（06869）、龙蟠科技（02465）港 股通持股占比增加值最大，分别增加3.23%、2.30%、1.42%；大唐新能源（01798）、山东墨龙 （00568）、天齐鋰业（09696）港股通持股占比减少值最大，分别减少-1.10%、-0.85%、-0.77%。 在最近有统计数据的5个交易日内，红星美凯龙（01528）、狮腾控股（02562）、南方恆生科技 （03033）港股通持股占比增加值最大，分别增加5.73%、5.03%、3.63%；长飞光纤光缆（06869）、招 商证券（06099）、山东墨龙（00568）港股通持股占比减少值最大，分别减 少-6.95%、-4.28%、-2.73%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 狮腾控股(02562) | +3.23% | 42.11% | | 长飞光纤光缆(06869) | +2.30% | 53.77% | | 龙蟠科技(02465) | +1 ...

Group 1 - Alibaba Group Holding Limited reduced its stake in Red Star Macalline (01528) by 8.6442 million shares at a price of HKD 1.283 per share, totaling approximately HKD 11.0905 million [1] - After the reduction, Alibaba's remaining shareholding is approximately 33.7162 million shares, representing a holding percentage of 4.55% [1]

Market Overview - A-shares experienced a rebound this week, with the Shanghai Composite Index and Shanghai 50 showing slight gains, while the Shenzhen Component, Sci-Tech Innovation 50, and Northern Exchange 50 showed slight declines. Weekly trading volume decreased to 8.8 trillion yuan [1] Institutional Insights - Leverage funds had a net sell of over 1.1 billion yuan this week, with the basic chemical industry seeing a net sell of over 1.9 billion yuan. Other sectors like non-ferrous metals and food & beverage also faced net sells exceeding 1 billion yuan. Conversely, the electronics sector gained over 2.8 billion yuan in net buying, while the defense and military industry saw over 1.8 billion yuan in net buying [2] - The retail sector has seen continuous net inflows from major funds for five consecutive days, totaling over 22.5 billion yuan for the week. The non-ferrous metals sector also received over 20.1 billion yuan in net inflows, with several other industries exceeding 10 billion yuan in net inflows. Only the electronics and power equipment sectors experienced net outflows [2] Sector Performance - The retail sector index surged nearly 12% this week, reaching a new high for the year. Notable stocks like Baida Group and Li Qun Co. saw multiple trading halts due to price increases. Other sectors such as duty-free, internet celebrity economy, and new retail also showed strong performance [4] - The food and beverage industry is benefiting from the upcoming holiday sales season, with the snack food segment being particularly active. The sector index has risen for six consecutive days, with several companies experiencing significant price increases [6] Consumer Trends - According to iMedia Consulting, snack foods account for 49.23% of the types of goods consumers purchase for the New Year, making it the second-largest category. 40.23% of consumers prefer snack foods as gifts for the Spring Festival. The current per capita consumption of snack foods in China is 954.4 yuan, which is about one-fourth of that in the U.S. and half of that in Japan, indicating significant room for growth [7]

Group 1 - The company has revised its articles of association to reflect the cancellation of repurchased shares, which will lead to a reduction in registered capital [1][18][20] - The board of directors approved the revision during a meeting held on December 19, 2025, and the changes will be submitted for shareholder approval [1][27] - The specific amendments to the articles of association will be subject to the approval of the market supervision administration [1] Group 2 - The company plans to provide financial assistance to its mall management partners, with a total amount not exceeding RMB 10 million in 2026 [5][6] - The financial assistance will have an interest rate not exceeding four times the one-year loan market quotation rate at the time of contract signing [5] - The board has approved this financial assistance plan, which will also require shareholder approval [6][25] Group 3 - The financial assistance will be provided to partners managing operational malls, and the recipients will undergo strict qualification assessments [7][9] - The company has a current financial assistance balance of RMB 92.44 million to all operational mall partners as of November 30, 2025 [9] - The company has established internal controls for providing financial assistance, including approval processes and responsibilities [10][11] Group 4 - The cancellation of repurchased shares will reduce the total share capital from 4,354,732,673 shares to 4,353,687,873 shares [21] - This decision is aimed at enhancing investor confidence and will not affect the company's operational capabilities or stock distribution [22] - The board's decision to cancel shares will be submitted for shareholder approval [23] Group 5 - The company plans to engage in related transactions with affiliated financial institutions, including Xiamen International Bank and Xiamen Jianfa Leasing [35][36] - These transactions are expected to improve the company's liquidity and operational efficiency without compromising its independence [43][44] - The board has approved the proposal for these transactions, which will also require shareholder approval [37][45]

（文章来源：证券日报） 证券日报网讯 12月19日晚间，美凯龙发布公告称，公司第五届董事会第五十次临时会议审议通过《关 于公司预计提供财务资助的议案》《关于注销回购股份暨减少注册资本的议案》等多项议案。 ...

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。 紅星美凱龍家居集團股份有限公司（「本公司」）董 事（「董 事」）會（「董事會」） 欣 然 宣 佈，為 了 支 持 本 公 司 開 業 委 管 商 場（「委管商場」）經 營 所 需，本 公 司及其控股的子（分）公 司 擬 向 開 業 委 管 商 場 合 作 方 提 供 財 務 資 助。本 公 司及其控股的子（分）公 司 在 不 影 響 本 公 司 正 常 生 產 經 營 的 情 況 下，計 劃 在2026年度內新增提供財務資助額度合計不超過人民幣1,000.00萬 元。 Red Star Macalline Group Corporation Ltd. 紅星美凱龍家居集團股份有限公司 （一 家 於 中 華 人 民 共 和 國 ...

智通财经APP获悉，香港联交所最新数据显示，12月19日，Alibaba Group Holding Limited减持红星美凯 龙(01528)864.42万股，每股作价1.283港元，总金额约为1109.05万港元。减持后最新持股数目约为 3371.62万股，最新持股比例为4.55%。 ...

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 分 內 容 而 產 生 或 因 依 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 Red Star Macalline Group Corporation Ltd. 紅星美凱龍家居集團股份有限公司 （一 家 於 中 華 人 民 共 和 國 註 冊 成 立 的 中 外 合 資 股 份 有 限 公 司） （股 份 代 號：1528） 海外監管公告 本公告乃由紅星美凱龍家居集團股份有限公司（「本公司」）根據香港聯 合交易所有限公司證券上市規則第13.10B條 作 出。 以下為本公司於上海證券交易所網站刊發之《紅 星 美 凱 龍 家 居 集 團 股 份 有 限 公 司 第 五 屆 董 事 會 第 五 十 次 臨 時 會 議 決 議 公 告》《紅 星 美 凱 龍 家 居 集團股份有限公司關於2026年度與金融機構 ...

香港联交所最新数据显示，12月19日，Alibaba Group Holding Limited减持红星美凯龙（601828） (01528)864.42万股，每股作价1.283港元，总金额约为1109.05万港元。减持后最新持股数目约为3371.62 万股，最新持股比例为4.55%。 ...