一、业绩说明会召开情况 2025 年 9 月 29 日（星期一）上午 9:00-10:00，公司董事、总经 理范学朋先生，董事、董事会秘书刘宗先生，财务总监贾子婷女士， 独立董事李金通先生出席了本次业绩说明会。投资者通过互联网登录 上海证券交易所上证路演中心（https://roadshow.sseinfo.com/）， 在线参与本次业绩说明会，与公司参会人员进行了互动交流。 二、交流的主要问题及公司回复情况 问题 1：请问公司现有股东人数是多少？ 证券代码：600159 证券简称：大龙地产 编号：2025-035 北京市大龙伟业房地产开发股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 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。 为便于广大投资者更加全面深入地了解公司2025年半年度业绩 和经营情况，公司于2025年9月19日披露了《关于召开2025年半年度 业绩说明会的公告》。2025年9月29日上午9:00-10:00，公司参会人 员通过网络互动的方式与投资者进行了沟通交流，就投资者普遍关注 的问题进行 ...

Core Viewpoint - Dalong Real Estate (600159) experienced a significant drop, hitting the daily limit down with a trading volume of 5.38 billion yuan and a turnover rate of 18.85% [2][3] Trading Activity - The stock was listed on the Shanghai Stock Exchange's watch list due to a daily decline of 10.07%, with a net sell-off of 4.1966 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 75.0973 million yuan, with buying amounting to 35.4504 million yuan and selling at 39.6470 million yuan, resulting in a net sell-off of 4.1966 million yuan [2] - The largest buying brokerage was Huatai Securities, with a purchase amount of 10.3840 million yuan, while the largest selling brokerage was Dongya Qianhai Securities, with a selling amount of 11.0378 million yuan [2] Fund Flow - The stock saw a net outflow of 86.9126 million yuan in principal funds today, with a significant outflow of 63.2094 million yuan from large orders [3] - Over the past five days, the stock experienced a net inflow of 92.7965 million yuan in principal funds [3] Financial Performance - For the first half of the year, Dalong Real Estate reported a revenue of 312 million yuan, reflecting a year-on-year decline of 9.53%, and a net loss of 10.7568 million yuan [3]

Market Overview - On September 25, the real estate development sector declined by 0.69%, with Dalong Real Estate leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers in the real estate sector included: - Shiguyou (600848) with a closing price of 11.00, up 3.19% on a trading volume of 821,400 shares and a turnover of 905 million [1] - Hefei Urban Construction (002208) at 7.06, up 2.92% with a trading volume of 575,900 shares and a turnover of 405 million [1] - Major decliners included: - Dalong Real Estate (600159) at 3.30, down 10.08% with a trading volume of 1,564,300 shares and a turnover of 538 million [2] - Jintou City Development (600322) at 2.35, down 6.37% with a trading volume of 868,900 shares and a turnover of 210 million [2] Capital Flow - The real estate development sector experienced a net outflow of 1.84 billion in main funds, while retail investors saw a net inflow of 1.138 billion [2][3] - Notable stocks with significant capital inflows included: - China National Trade (600007) with a net inflow of 15.34 million, representing 18.30% of its trading volume [3] - Shiguyou (600848) with a net outflow of 40.30 million, accounting for 4.45% of its trading volume [3]

Group 1 - The Ministry of Commerce and eight other departments issued a notice to promote service exports, emphasizing the support for digital services, high-end design, R&D, and green services [1] - The Ministry of Industry and Information Technology and six other departments released a work plan for the construction materials industry, prohibiting new capacity and implementing risk warnings [1] - The People's Bank of China will conduct a 600 billion yuan MLF operation on September 25, with a net injection of 300 billion yuan, marking the seventh consecutive month of increased operations [1] Group 2 - The Ministry of Commerce announced a roundtable meeting in New York with Chinese-funded enterprises in the U.S., discussing business conditions and cooperation [1] - The Ministry of Housing and Urban-Rural Development reported that 21,700 urban old residential communities were renovated in the first eight months of the year, with a target of 25,000 by 2025 [1] - The State Administration for Market Regulation is soliciting public opinions on the basic requirements for food delivery platform service management [1] Group 3 - Alibaba Group's CEO stated that the company is committed to an open-source approach and is advancing a 380 billion yuan AI infrastructure construction plan [1] - Shanghai Zhiyuan Hengyue Technology Partnership plans to acquire 149 million shares of a company, representing 37% of its total equity, at a price of 7.78 yuan per share [1] - The carbon emissions trading market in China has seen a cumulative transaction volume of nearly 700 million tons and a transaction value of approximately 48 billion yuan as of the end of August [1]

Market Overview - The A-share market opened lower on September 25, with the Shanghai Composite Index slightly up by 0.16% and the ChiNext Index rising by 2.22%, reaching a three-year high [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.54 trillion yuan, an increase of 134.8 billion yuan compared to the previous trading day [1] Key Stocks - Contemporary Amperex Technology Co., Limited (CATL) saw a rise of approximately 5%, surpassing Kweichow Moutai in total market capitalization. A brokerage report indicated that CATL's battery production capacity could reach 1000 GWh by 2026, a 43% increase from 2025, exceeding market expectations [1] - Morgan Stanley raised its profit forecast for CATL by about 10% for 2025-2026 due to higher-than-expected demand for energy storage batteries, leading to supply tightness and price increases [1] Sector Performance - AI hardware and applications sectors experienced significant gains, with Inspur Information hitting a historical high and Huqin Technology reaching its limit up [1] - The controllable nuclear fusion concept stocks also saw a surge, with Hezhong Intelligent Technology achieving two consecutive limit-ups in four days [1] - The non-ferrous metals sector was active, with stocks like Northern Copper and Luoyang Molybdenum hitting their limit-ups [1] - Conversely, the port shipping sector faced collective declines, with Nanjing Port dropping over 8%, and the real estate sector also saw a downturn, with Dalong Real Estate hitting its limit down [1][3] Institutional Insights - China Galaxy Securities noted that the upcoming overseas promotional season could boost panel procurement, which is a leading indicator of TV demand. The global TV panel shipment volume reached 22.3 million units in August 2025, a year-on-year increase of 7.6% [4] - CITIC Securities expressed optimism regarding the long video industry, anticipating substantial benefits from new regulations aimed at enriching TV content, which could enhance the performance of long video platforms and quality content production companies [4] - Huatai Securities highlighted that electronic cloth is a key material in the PCB-CCL industry chain, with AI trends driving upgrades in high-end PCBs and related materials. They predict a supply shortage for various special electronic cloth products until 2026 [5] Global Steel Production - The World Steel Association reported that global crude steel production in August reached 145.3 million tons, a year-on-year increase of 0.3%. Notably, production in the Middle East rose by 21.5% [6] Corporate Developments - Changjiang Storage's parent company, Changcun Group, completed its share reform, indicating a comprehensive upgrade in corporate governance structure [7] - JD.com's CEO Xu Ran announced plans for continued investment in artificial intelligence over the next three years, aiming to create a trillion-yuan AI ecosystem [8]

Group 1: Game Approval and Market Trends - In September 2025, a total of 145 domestic online games were approved, including 93 mobile games, 42 mobile-casual puzzle games, 7 mobile-client games, 2 client games, and 1 mobile-web game [2] - The cumulative number of game licenses issued by the National Press and Publication Administration in 2025 has reached 1275, maintaining a high issuance frequency [2] - The regular issuance of game licenses reflects the regulatory support for the development of the gaming industry [2] Group 2: Company Performance and Financing - Kunlun Wanwei achieved a revenue of 3.733 billion yuan in the first half of 2025, a year-on-year increase of 49.23%, with ongoing optimization of AI game products [6] - Sanqi Interactive Entertainment reported a revenue of 8.486 billion yuan in the first half of 2025, a year-on-year decrease of 8.08%, but a net profit of 1.4 billion yuan, up 10.72% [6] - Financing net purchases for game stocks in September exceeded 1 billion yuan for three companies: Kunlun Wanwei (760 million yuan), Sanqi Interactive Entertainment (544 million yuan), and Giant Network (153 million yuan) [3] Group 3: Profitability and Growth - The net profit rankings for the first half of 2025 show ST Huatuo, Sanqi Interactive Entertainment, Kaiying Network, Giant Network, and G-bits leading with net profits of 2.656 billion yuan, 1.4 billion yuan, 950 million yuan, 777 million yuan, and 645 million yuan respectively [6] - Significant year-on-year net profit growth was observed in companies such as Shengtian Network (1186.02%), Youzu Network (989.31%), and Zhejiang Shuju Culture (156.26%) [7] - Kaiying Network's game "Black Cat Detective: Guardian" received approval in September, contributing to its overseas revenue of approximately 202 million yuan, a year-on-year increase of 59.57% [6]

Group 1: Monetary Policy and Economic Measures - The People's Bank of China will conduct a 600 billion MLF operation on September 25 to maintain ample liquidity in the banking system [4] - The Ministry of Commerce, in collaboration with several departments, has issued policies to promote service exports, including optimizing cross-border capital flow management [4] - The Ministry of Industry and Information Technology, along with other departments, has released a work plan for the construction materials industry aimed at stabilizing growth from 2025 to 2026 [5] Group 2: Company News - Huatian Technology, a leading semiconductor packaging and testing company, is planning a significant acquisition and will suspend trading starting September 25 [8] - Dalong Real Estate announced a preliminary intention to acquire a 60% stake in Beijing Chengzhu Real Estate Development Co., with the transaction still in the planning stage [8] - Jingzhida has delivered its first high-speed testing machine to a key domestic client, enhancing its competitive position in the semiconductor storage testing equipment market [9] - Xiangshi Innovation has proposed a restricted stock incentive plan, aiming to grant a total of 1.387 million shares [9] - Shanghai Zhiyuan Hengyue Technology Partnership plans to acquire 149 million shares of a company at a price of 7.78 yuan per share, totaling approximately 1.161 billion [10]

Group 1 - Huasoft Technology (002453) has experienced a four-day consecutive rise, with its current light initiator products being produced and sold in small batches according to customer orders, contributing less than 2% to the company's revenue in 2024 [2] - Dalong Real Estate (600159) announced that its controlling subsidiary intends to acquire 60% of Beijing Chengzhu Real Estate Development Co., Ltd., which holds a project site in Shunyi District, Beijing, with a total land area of 41,300 square meters [2] - The overall market saw a low opening but high recovery, with the ChiNext Index reaching a three-year high and the STAR 50 Index rising nearly 5%, while the total trading volume in the Shanghai and Shenzhen markets was 2.33 trillion, a decrease of 167.6 billion from the previous trading day [1] Group 2 - The U.S. stock market saw all three major indices decline, with the Dow Jones down 0.37%, the Nasdaq down 0.33%, and the S&P 500 down 0.28%, while Intel rose over 6% amid reports of seeking investment from Apple [3] - The precious metals and computer hardware sectors experienced significant declines, with U.S. gold companies dropping over 5% and several tech stocks like HP and Dell falling by more than 1% [3] - Lithium Americas saw a remarkable increase of 95% as reports indicated the U.S. government is seeking to acquire up to 10% of the company [3]

Group 1 - President Xi Jinping announced China's new round of Nationally Determined Contributions at the UN Climate Change Summit, aiming for a 7%-10% reduction in greenhouse gas emissions by 2035, with non-fossil energy consumption exceeding 30% of total energy consumption [3] - The total installed capacity of wind and solar power is targeted to reach over 360 million kilowatts, six times that of 2020, and forest stock is expected to exceed 24 billion cubic meters [3] - The national carbon emissions trading market will cover major high-emission industries, and a climate-adaptive society is to be fundamentally established [3] Group 2 - Premier Li Qiang emphasized China's commitment to maintaining an open trade and investment market during a meeting with the President of the European Commission, urging fair competition and adherence to WTO rules [5] - The Chinese government will not seek new special and differential treatment in current and future WTO negotiations, reinforcing its role as a responsible developing country [5] - The People's Bank of China announced a 600 billion yuan MLF operation on September 25, marking a net injection of 300 billion yuan for the month, continuing a trend of high liquidity [5][6] Group 3 - Alibaba announced a collaboration with NVIDIA on Physical AI, with plans to invest 380 billion yuan in AI infrastructure and the launch of seven large model products, including Qwen3-Max, the largest and most capable model to date [4] - The Chinese Ministry of Commerce introduced 14 measures to promote digital consumption, including trials for smart connected vehicles and drone delivery services [6] Group 4 - The A-share market saw significant gains, with the Shanghai Composite Index rising 0.83% to 3853.64 points, and the ChiNext Index increasing by 2.28% [8] - The Hong Kong Hang Seng Index rose 1.37%, with notable gains in tech stocks like Alibaba and SMIC, while medical stocks faced declines [8] - Chery Automobile announced its H-share final offering price at 30.75 HKD per share, set to officially list on September 25 [8] Group 5 - The State Administration for Market Regulation is seeking public opinion on new standards for food delivery platforms, addressing issues like competition and delivery personnel rights [11] - The National Press and Publication Administration approved 145 domestic games and 11 imported games in September, indicating a positive trend in the gaming industry [12] Group 6 - The global crude steel production in August was 145.3 million tons, a year-on-year increase of 0.3%, while the cumulative production from January to August saw a decline of 1.7% [23] - The UK government faced challenges in issuing new bonds, with the latest five-year bond auction seeing the lowest oversubscription rate in nearly two years [20]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600159 证券简称：大龙地产 编号：2025-033 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： ●北京市大龙伟业房地产开发股份有限公司（以下简称"公司"）股票于2025年9月23日、9月24日连续两 个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动的情形。 ●经公司自查并向控股股东、实际控制人核实，截至本公告披露日，公司不存在应披露而未披露的重大 信息。 ●敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于2025年9月23日、9月24日连续两个交易日收盘价格涨幅偏离值累计超过20%，根据《上海证 券交易所交易规则》的相关规定，属于股票交易异常波动的情形。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前生产经营活动一切正常，内外部经营环境、 行业政策等均未发生重大变化。 北京市大龙伟业房地产开发股份有限公司股票交易异常波动公告 （二）重大事项情况 1.为补 ...