证券代码：600053 证券简称：九鼎投资 公告编号：临 2025-039 昆 吾 九 鼎 投 资 控 股 股 份 有 限 公 司 K u n w u J i u d i n g I n v e s t m e n t H o l d i n g s C O . , L t d 关于《上海证券交易所关于昆吾九鼎控股股份有限公 司 2024 年年度报告的信息披露监管问询函》的回复 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 公司私募股权投资管理业务重新认定关联方并确认关联交易 在非财务报告层面，公司亦参照了上述认定标准。 2、本公告披露日后公司对关联方的认定及关联交易的确认标准 公司遵循"先认定关联方，后确认关联交易"的原则，对私募股权投资管理 业务（PE 业务）中关联方的认定及关联交易的确认进行了更为严谨和实质性的 界定，具体区分了财务报告层面和非财务报告层面的不同认定标准： 在财务报告层面，认定标准不变。自本公告披露日起，公司定期报告中财务 报告部分、财务报表审计报告及其他依据《企业会计准则》披露的 ...

Group 1 - CITIC Construction Investment expects a net profit of 4.43 billion to 4.57 billion yuan for the first half of 2025, representing a year-on-year increase of 55%-60% [1] - New Hope anticipates a net profit of 680 million to 780 million yuan for the first half of 2025, recovering from a loss of 1.217 billion yuan in the same period last year [2] - Foton Motor forecasts a net profit of approximately 777 million yuan for the first half of 2025, marking an increase of about 87.5% year-on-year [7] Group 2 - North New Road and Bridge expects a net loss of 70 million to 85 million yuan for the first half of 2025 [2] - Nanwei Co. anticipates a net loss of 12 million to 16 million yuan for the first half of 2025 [3] - Hanhua Technology projects a net loss of 45 million to 60 million yuan for the first half of 2025, widening the loss by 11.42%-18.10% compared to the previous year [6] Group 3 - Songlin Technology expects a net profit of 90 million to 95 million yuan for the first half of 2025, a decrease of 57.06%-59.32% year-on-year [4] - Fuchun Environmental Protection anticipates a net profit of 178 million to 207 million yuan for the first half of 2025, representing a year-on-year increase of 80%-110% [18] - Ansteel Group forecasts a net loss of 1.144 billion yuan for the first half of 2025, a reduction in loss of approximately 57.46% compared to the previous year [20][22] Group 4 - China Wuyi expects a net loss of 80 million to 104 million yuan for the first half of 2025, a significant decline compared to the previous year [28] - Meikailong anticipates a net loss of 1.59 billion to 1.92 billion yuan for the first half of 2025 [26] - Aijian Group projects a net profit of 140 million yuan for the first half of 2025, a decrease of 33.26% year-on-year [27]

Group 1 - The company expects to report a net loss attributable to shareholders of between -55 million yuan and -44 million yuan for the first half of 2025, indicating a decline compared to the same period last year [1] - The anticipated net profit excluding non-recurring gains and losses is also projected to be between -55 million yuan and -44 million yuan [1] - The previous year's net profit attributable to shareholders was 7.98 million yuan, with a total profit of 10.86 million yuan [1] Group 2 - The primary reason for the expected loss is a decrease in management fee income due to a decline in performance compared to the previous year [1]

证券代码：600053 证券简称：九鼎投资 编号：临 2025-036 | | 类型 | 金额（亿元） | | | --- | --- | --- | --- | | | 报告期内公司管理的基金新增投资规模 | 0.02 | | | 年 2025 | 月公司管理的基金新增投资规模 1-6 | 0.02 | | | 截至 2025 6 | 年 月 30 日公司在管项目剩余投资本金 | | 65.55 | 昆 吾 九 鼎 投 资 控 股 股 份 有 限 公 司 K u n w u J i u d i n g I n v e s t m e n t H o l d i n g s C O . , L t d 2025 年 上 半 年 度 私 募 股 权 投 资 管 理 业 务 经 营 情 况 简 报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 （二）报告期内在管基金参股项目获得沪深北证券交易所 IPO 审核通过的情况 报告期内，在管基金参股项目中无获得沪深北证券交易所 IPO 审核通过的情况。 现将昆吾九鼎投资控股股份有限公司2 ...

证券代码：600053 证券简称：九鼎投资 编号：临 2025-035 昆 吾 九 鼎 投 资 控 股 股 份 有 限 公 司 K u n w u J i u d i n g I n v e s t m e n t H o l d i n g s C O . , L t d 2025 年 上 半 年 度 房 地 产 业 务 经 营 情 况 简 报 昆吾九鼎投资控股股份有限公司 董 事 会 2025 年 7 月 15 日 现将昆吾九鼎投资控股股份有限公司 2025 年上半年度房地产业务主要经营数据 公告如下，供投资者参阅。 | 项目名 | 项目 | 签约面积 （平方米） | 同比增长 | 签约金额 | 同比增长 | 竣工面积 | 同比增 | | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | 类型 | /车位（个） | （%） | （万元） | （%） | （平方米） | 长（%） | | 紫金城 | 住宅 （底商） | 3023.5 | 997.82% | 5188.22 | 1377.49% | - | - | | | 车位 | 5 | -44.4 ...

证券代码：600053 证券简称：九鼎投资 编号：临 2025-037 昆 吾 九 鼎 投 资 控 股 股 份 有 限 公 司 K u n w u J i u d i n g I n v e s t m e n t H o l d i n g s C O . , L t d 2025 年 上 半 年 度 建 筑 业 务 经 营 情 况 简 报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 二、本年累计签订项目的数量及合计金额 2025 年度，公司及下属子公司累计新签项目合同 4 项，合计金额为人民币 4,725.7 万元。本年签订项目合同中，土方项目 1 项；装修项目 1 项；机电项目 1 项；市政项 目 1 项。 三、已签约尚未执行的重大项目进展情况 本公司目前无签约尚未执行的重大项目 注：由于存在各种不确定性，上述经营指标和数据与定期报告披露的数据可能存 在差异，因此相关数据为阶段性数据，仅供参考。 特此公告。 昆吾九鼎投资控股股份有限公司 董 事 会 昆吾九鼎投资控股股份有限公司（以下简称"公司"）根据《上海证券交易所 ...

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company projects a net loss for the first half of 2025, with net profit attributable to shareholders and non-recurring net profit both estimated between -55 million and -44 million RMB 2025 Half-Year Performance Forecast | Indicator | Estimated Amount (RMB) | | :--- | :--- | | Net Profit Attributable to Shareholders | -55 million to -44 million | | Net Profit After Non-Recurring Items | -55 million to -44 million | - This performance forecast applies to a **net loss scenario**, with the data being **preliminary and unaudited** by certified public accountants[2](index=2&type=chunk)[3](index=3&type=chunk) [Prior Period Performance](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E4%B8%9A%E7%BB%A9%E6%83%85%E5%86%B5) The company reported profitability in the prior year's corresponding period, with net profit attributable to the parent company at 7.982 million RMB and non-recurring net profit at 2.3278 million RMB 2024 Half-Year Performance Review | Indicator | Amount (RMB) | | :--- | :--- | | Total Profit | 10.8561 million | | Net Profit Attributable to Parent Company Owners | 7.9820 million | | Net Profit After Non-Recurring Items | 2.3278 million | | Earnings Per Share | 0.0184 | [Main Reasons for Current Period's Projected Loss](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E4%BA%8F%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The projected loss is primarily due to reduced management fees from lower private equity project exit returns and decreased revenue and profit in the real estate business from fewer sales and lower average prices - Private equity investment management revenue and profit declined due to **lower project exit returns**, resulting in **reduced management fees**[5](index=5&type=chunk) - Real estate business revenue and profit decreased due to **fewer available properties for sale** and a **decline in both delivered property volume and average unit price**[5](index=5&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company's finance department assesses no significant uncertainties impacting the accuracy of this performance forecast - The company identifies **no significant uncertain factors** impacting the accuracy of this performance forecast[6](index=6&type=chunk) [Other Explanatory Matters](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) The company stresses that the financial data in this announcement are preliminary, with final figures to be confirmed in the 2025 half-year report, urging investors to consider associated risks - The forecast data are **preliminary**, with **final accurate financial data** to be based on the company's officially disclosed 2025 half-year report[7](index=7&type=chunk) - Investors are advised to **exercise caution regarding investment risks**[7](index=7&type=chunk)

九鼎投资（600053）公告，预计2025年半年度实现归属于上市公司股东的净利润-5500万元到-4400万 元，同比转盈为亏。预计2025年半年度实现归属于上市公司股东的扣除非经常性损益的净利润-5500万 元到-4400万元。 ...

Summary of Key Points Core Viewpoint - As of July 7, 2025, Jiuding Investment (600053) closed at 15.1 yuan, reflecting a 2.51% increase, with a trading volume of 77,800 hands and a transaction value of 117 million yuan [1]. Financial Performance - Jiuding Investment reported a total market capitalization of 6.546 billion yuan and a net asset value of 2.616 billion yuan [4]. - The company experienced a net profit of -33.2692 million yuan for Q1 2025, a year-on-year decline of 737.4% [4]. - The main revenue for the company was 37.5064 million yuan, down 24.84% year-on-year [4]. - The company's financial ratios include a negative net profit margin of -88.76% and a return on equity (ROE) of -1.27% [4]. Market Activity - On July 7, 2025, the net inflow of main funds was 2.8592 million yuan, accounting for 2.44% of the total transaction value [1]. - Over the past five days, Jiuding Investment has seen fluctuations in fund flows, with a notable net outflow of 3.8961 million yuan from retail investors on July 7 [1]. - The financing data indicates a net repayment of 4.6735 million yuan on July 7, with a total financing balance of 159 million yuan [2]. Industry Comparison - Jiuding Investment's performance metrics are below the industry average, with a net profit significantly lower than the industry average of 281 million yuan [4]. - The company's price-to-earnings ratio (P/E) stands at -49.19, compared to the industry average of 199.34 [4]. - The gross margin of Jiuding Investment is 20.8%, slightly below the industry average of 21.77% [4].

Group 1 - The land parcel A817-0619 located in Longhua District, Shenzhen, was successfully auctioned for a total price of 1.212 billion yuan, with a premium rate of approximately 46.55% [4] - The total land area is 10,898.05 square meters, with a planned building area of 27,200 square meters, including residential and commercial spaces [2][4] - The residential portion of the land is designated for ordinary commercial housing, allowing for subdivision transfer [12][13] Group 2 - Shenzhen Lianyue Real Estate Development Co., Ltd., a wholly-owned subsidiary of Lianfa Group, focuses on real estate development in Shenzhen, covering residential, commercial complexes, and urban renewal projects [2] - The company aims to enhance market competitiveness through refined operations and innovative designs, contributing to high-quality urban development [2] - The land must commence construction within one year of signing the contract and be completed within four years, ensuring timely delivery of housing [6][13]