证券代码：600239 证券简称：云南城投 公告编号：临2025-084号 云南城投置业股份有限公司 关于公司重大资产重组的进展公告 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： 截止本公告日，本次重大资产重组无实质进展。 一、本次重组的基本情况 为优化云南城投置业股份有限公司（下称"公司"）资产结构，增强企业抗 风险能力，公司及下属全资子公司天津银润投资有限公司（下称"天津银润"） 通过在云南产权交易所公开挂牌转让的方式，出售公司持有苍南银泰置业有限公 司（下称"苍南银泰"）70%的股权、杭州海威房地产开发有限公司（下称"杭州 海威"）70%的股权、平阳银泰置业有限公司（下称"平阳银泰"）70%的股权、 杭州云泰购物中心有限公司（下称"杭州云泰"）70%的股权、宁波经济技术开发 区泰悦置业有限公司（下称"宁波泰悦"）19%的股权、宁波银泰置业有限公司（下 称"宁波银泰"）70%的股权、黑龙江银泰置地有限公司（下称"黑龙江银泰"） 70%的股权、名尚银泰城（淄博）商业发展有限公司（下称"淄博银泰"）70%的 ...

证券代码：600239 证券简称：云南城投 公告编号：临2025-085号 云南城投置业股份有限公司 关于公司重大资产重组（2022 年）的进展公告 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： 截止本公告日，本次重大资产重组无实质进展。 一、本次重组的基本情况 云南城投置业股份有限公司（下称"公司"）（含全资下属公司天津银润投资 有限公司）以公开挂牌方式对外出售昆明城海房地产开发有限公司 100%的股权（下 称"昆明城海"）、西安东智房地产有限公司 100%的股权（下称"西安东智"）、海 南天联华投资有限公司 75%的股权（下称"海南天联华"）、海南天利投资发展有限 公司 75%的股权（下称"海南天利发展"）、昆明云城尊龙房地产开发有限公司 74% 的股权（下称"云城尊龙"）、台州银泰商业有限公司 70%的股权（下称"台州商业"）、 杭州西溪银盛置地有限公司 70%的股权（下称"杭州西溪"）、杭州萧山银城置业有 限公司 67%的股权（下称"杭州萧山"）、云南东方柏丰投资有限责任公司 51%的股 权（下称"东 ...

云南城投公告称，公司以公开挂牌方式出售昆明城海等14家公司股权，云南柏丰企业管理受让东方柏丰 51%股权，康源公司受让其他13家标的资产，构成关联交易。截至目前，已收回昆明城海等11家标的公 司全部股权款和债权款约44.46亿元，收回东方柏丰股权款2.5亿元、债权款5.06亿元，并完成股权交 割；10家公司已完成工商变更登记。剩余4家公司暂未完成工商变更，其中2家未完成股权交割。公司将 继续推进后续实施工作。 ...

Core Viewpoint - Yunnan Chengtou's stock price has shown a slight increase this year, but recent trading data indicates a net outflow of funds, suggesting potential investor concerns about the company's performance and market position [1][2]. Financial Performance - For the period from January to September 2025, Yunnan Chengtou reported operating revenue of 1.336 billion yuan, a year-on-year decrease of 2.97% [2]. - The company recorded a net profit attributable to shareholders of -35.22 million yuan, representing a significant year-on-year decline of 296.01% [2]. Stock Market Activity - As of November 12, Yunnan Chengtou's stock price was 2.72 yuan per share, with a market capitalization of 4.367 billion yuan [1]. - The stock has increased by 1.87% year-to-date, with a 0.74% rise over the last five trading days, a 5.02% increase over the last 20 days, and a 9.68% increase over the last 60 days [1]. Shareholder Information - As of October 31, the number of shareholders for Yunnan Chengtou was 54,200, an increase of 3.25% from the previous period [2]. - The average number of circulating shares per shareholder was 29,629, a decrease of 3.15% from the previous period [2]. Dividend History - Since its A-share listing, Yunnan Chengtou has distributed a total of 707 million yuan in dividends, with no dividends paid in the last three years [3]. Institutional Holdings - As of September 30, 2025, the sixth largest circulating shareholder was the Southern CSI Real Estate ETF, holding 12.1863 million shares, which is a decrease of 82,200 shares from the previous period [3].

Core Viewpoint - Yunnan Chengtou's stock price has shown a positive trend with a year-to-date increase of 4.87%, reflecting a growing interest in the company's performance despite recent financial challenges [1][2]. Financial Performance - For the period from January to September 2025, Yunnan Chengtou reported operating revenue of 1.336 billion yuan, a year-on-year decrease of 2.97% [2]. - The company recorded a net profit attributable to shareholders of -35.22 million yuan, representing a significant year-on-year decline of 296.01% [2]. Stock Market Activity - On November 11, Yunnan Chengtou's stock rose by 2.19%, reaching 2.80 yuan per share, with a trading volume of 107 million yuan and a turnover rate of 2.41% [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on September 24, where it saw a net purchase of 2.35 million yuan [1]. Shareholder Information - As of October 31, 2025, Yunnan Chengtou had 54,200 shareholders, an increase of 3.25% from the previous period [2]. - The average circulating shares per person decreased by 3.15% to 29,629 shares [2]. Dividend History - Since its A-share listing, Yunnan Chengtou has distributed a total of 707 million yuan in dividends, with no dividends paid in the last three years [3]. Institutional Holdings - As of September 30, 2025, the sixth largest circulating shareholder is the Southern CSI Real Estate ETF, holding 12.1863 million shares, a decrease of 82,200 shares from the previous period [3].

证券日报网讯云南城投（600239）11月7日在互动平台回答投资者提问时表示，截至2025年10月20日公 司股东户数为52487户。 ...

证券代码：600239 证券简称：云南城投 公告编号：临 2025-083 号 云南城投置业股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 重要内容提示： （网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 10 日（星期一）至 11 月 14 日（星期五） 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过 公司邮箱 ynctzy@163.com 进行提问。公司将在说明会上对投资者普 遍关注的问题进行回答。 云南城投置业股份有限公司（下称"公司"）已于 2025 年 10 月 28 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入 地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 17 日（星期一）11:00-12:00 举行 2025 年第三季度业绩说 明会，就投资者关心的问题进行交流。 一、说明会类型 ...

Core Viewpoint - Yunnan Cheng Investment, a leading real estate company in Yunnan, has a diversified business model focusing on real estate development and land primary development, but its financial performance lags behind industry leaders [1][2]. Financial Performance - In Q3 2025, Yunnan Cheng Investment reported revenue of 1.336 billion yuan, ranking 8th in the industry, significantly lower than the top performer, China Merchants Shekou, which had revenue of 89.766 billion yuan [2]. - The company's net profit was -52.9412 million yuan, placing it 6th in the industry, while the industry leader, China Merchants Shekou, achieved a net profit of 3.598 billion yuan [2]. Debt and Profitability - As of Q3 2025, Yunnan Cheng Investment's debt-to-asset ratio was 80.34%, slightly down from 80.57% year-on-year, but still above the industry average of 68.96% [3]. - The gross profit margin for the same period was 33.31%, a slight decrease from 33.54% year-on-year, yet higher than the industry average of 22.73% [3]. Executive Compensation - The chairman, Cui Kaixin, received a salary of 761,600 yuan in 2024, an increase of 156,500 yuan from 2023 [4]. - The general manager, Li Yang, earned 680,900 yuan in 2024, up by 140,200 yuan from the previous year [4]. Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 1.37% to 54,000, while the average number of shares held per shareholder decreased by 1.35% to 29,700 shares [5].

证券代码：600239 证券简称：云南城投 公告编号：临2025-082号 云南城投置业股份有限公司 关于公司接受以物抵债的进展公告 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。 2025 年 9 月 3 日，经云南城投置业股份有限公司（下称"公司"）第十届 董事会第三十三次会议，审议通过《云南城投置业股份有限公司关于公司拟接受 以物抵债的议案》，同意昆明七彩云南城市建设投资有限公司（下称"七彩公司"） 以其开发的位于昆明市晋宁区古滇文化名城南区滇池美岸国际社区的 92 套资产 向公司进行债务抵偿。（具体事宜详见公司于 2025 年 9 月 4 日在上海证券交易 所网站和《上海证券报》《中国证券报》《证券时报》《证券日报》上刊登的临 2025-064 号《云南城投置业股份有限公司第十届董事会第三十三次会议决议公 告》、临 2025-065 号《云南城投置业股份有限公司关于公司拟接受以物抵债的 公告》） 截至本公告日，上述相关抵债资产过户手续已办结，公司已取得上述抵债资 产的不动产权证书，其所有权已归属公司所有。 本次公司同意 ...

Group 1: Economic Performance in Hainan - Hainan's service industry (tertiary sector) value added increased by 3.8% year-on-year in the first three quarters of 2025 [1] - The transportation, storage, and postal industry saw a value added growth of 9.0%, while wholesale and retail increased by 7.4% [1] - The real estate sector's value added grew by 4.1%, surpassing the national growth rate [1] Group 2: Yunnan Cheng Investment Financial Results - Yunnan Cheng Investment reported a total operating revenue of 1.336 billion yuan, a year-on-year decrease of 2.97% [2] - The company experienced a net loss of 35 million yuan, a significant decline of 296.01% compared to the previous year [2] - Basic earnings per share were reported at -0.02 yuan [2] Group 3: Oriental Yuhong's Stock Sale - Oriental Yuhong plans to sell all of its 32.68 million shares of Kinsale Service, which represents 5.47% of the total issued shares [3] - The shares were acquired through judicial auction for 214 million yuan [3] - As of the announcement date, the company had sold 4.2749 million shares in the secondary market for approximately 30.1415 million Hong Kong dollars [3] Group 4: Daming City Financial Performance - Daming City reported third-quarter operating revenue of approximately 349 million yuan, a year-on-year decline of 86.47% [4] - The net profit attributable to the parent company for the third quarter was approximately 224 million yuan, an increase of 156.86% [4] - For the first three quarters of 2025, total operating revenue was about 1.938 billion yuan, down 49.15%, while net profit increased by 10.66% to approximately 258 million yuan [4] Group 5: Wukuang Real Estate Sales Performance - Wukuang Real Estate reported a contract sales amount of 3.22 billion yuan for the first three quarters, a year-on-year decrease of 24.2% [5] - The total floor area of contracts sold was 190,000 square meters, down 14.4% compared to the previous year [5]