Core Viewpoint - Yunnan Chengtou's stock price has increased by 5.37% on September 11, reaching 2.55 CNY per share, with a total market capitalization of 4.095 billion CNY, indicating a continuous upward trend over the past five days with a cumulative increase of 2.54% [1] Group 1: Company Overview - Yunnan Chengtou Real Estate Co., Ltd. is located in Kunming, Yunnan Province, and was established on April 21, 1997, with its listing date on December 2, 1999 [1] - The company's main business includes real estate development, land primary development, property management, and commercial housing leasing [1] - The revenue composition of the main business is as follows: commercial management 43.12%, property services 21.10%, real estate 19.73%, hotel operations 12.07%, other income 2.53%, and interest income 1.47% [1] Group 2: Shareholder Information - Among the top ten circulating shareholders of Yunnan Chengtou, a fund under Southern Fund has increased its holdings by 18.98 thousand shares in the second quarter, totaling 12.2685 million shares, which accounts for 0.76% of the circulating shares [2] - The Southern CSI Real Estate ETF Initiated Link A (004642) has generated an estimated floating profit of approximately 159.49 thousand CNY today, with a floating profit of 73.61 thousand CNY during the five-day increase [2] - The fund was established on August 24, 2017, with a current scale of 173 million CNY, and has a year-to-date return of 4.59%, ranking 3913 out of 4222 in its category [2]

Group 1 - The A-share market saw a rally in real estate stocks, with companies such as Wolong New Energy, Black Peony, and Yunnan City Investment hitting the daily limit up [1] - Other companies like Shoukai Co., Wantong Development, and Suning Universal had previously reached the daily limit up [1] Group 2 - Notable stock performance includes Shoukai Co. with a 10.04% increase and a total market capitalization of 13.3 billion [2] - Wolong New Energy increased by 10.01%, with a market cap of 6.466 billion [2] - Black Peony rose by 10.00%, having a market cap of 8.514 billion [2] - Wantong Development saw a 9.97% increase, with a market cap of 27.3 billion [2] - Yunnan City Investment increased by 9.92%, with a market cap of 4.271 billion [2] - Suning Universal rose by 9.85%, with a market cap of 9.134 billion [2] - Other notable stocks include *ST Rongkong with a 5.02% increase and Zhangjiang Hi-Tech with a 4.99% increase [2] - The MACD golden cross signal formation indicates a positive trend for these stocks [2]

Group 1 - The elderly care concept is experiencing a volatile rebound, with Yunnan City Investment hitting the daily limit [1] - New Dazheng and Shoukai Co., Ltd. previously reached the limit, indicating strong market interest [1] - Other companies such as Rongtai Health, Dongfang Guoxin, Nanjing Shanglv, Hengfeng Information, Zhujiang Co., Ltd., and Xinlong Health also saw increases in their stock prices [1]

每经头条（nbdtoutiao）——"史上最丑"与"丑上最薄"：iPhone 17系列背后的新战事 每经AI快讯，云南城投（SH 600239，收盘价：2.42元）9月10日晚间发布公告称，公司第十届第三十四 次董事会会议于2025年9月10日以通讯表决的方式召开。会议审议了《云南城投置业股份有限公司关于 公司关联交易事项的议案》等文件。 （记者 张喜威） 2024年1至12月份，云南城投的营业收入构成为：商业管理占比40.25%，物业管理占比23.48%，房地产 业占比15.72%，酒店运营占比12.57%，其他业务占比7.98%。 截至发稿，云南城投市值为39亿元。 ...

重要内容提示： 证券代码：600239 证券简称：云南城投 公告编号：临2025-067号 云南城投置业股份有限公司 关于公司关联交易事项的公告 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。 1、云南城投置业股份有限公司（下称"公司"）控股子公司云泰商业管理 （天津）有限公司（下称"云泰商管"）下属公司（下称"云泰商管下属公司"） 拟与云南城投康源投资有限公司（下称"康源公司"）下属控股公司宁波经济技 术开发区泰悦置业有限公司、宁波银泰置业有限公司、杭州西溪银盛置地有限公 司、台州银泰商业有限公司（下称"四家公司"或"业主方"）提前解除现有整 租、委托管理合同。 2、上述合同解除后，四家公司拟通过公开挂牌招租的方式招募运营方，公 司拟通过公司下属公司或商洽其他商业管理企业组成联合体的模式参与招租，预 计租期不超过 10 年；如公司下属公司或商洽其他商业管理企业组成联合体能成 功摘牌，公司（含公司合并报表范围内的下属公司，下同）预计在 2025 年将与 公司控股股东云南省康旅控股集团有限公司（下称"康旅集团"）及其下属公司 以 ...

证券代码：600239 证券简称：云南城投 公告编号：临 2025-068 号 云南城投置业股份有限公司 关于召开2025年第六次临时股东会的通知 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： 一、召开会议的基本情况 （一）股东会类型和届次 2025年第六次临时股东会 （二）股东会召集人：董事会 （三）投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结 合的方式 召开地点：昆明市西山区西园南路 34 号融城优郡 A4 栋写字楼云南城投置业 股份有限公司（下称"公司"）17 楼会议室 （五）网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 （四）现场会议召开的日期、时间和地点 召开的日期时间：2025 年 9 月 26 日 14 点 00 分 网络投票起止时间：自2025 年 9 月 26 日 至2025 年 9 月 26 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25,9:30-11:30， ...

证券代码：600239 证券简称：云南城投 公告编号：临 2025-066 号 云南城投置业股份有限公司 第十届董事会第三十四次会议决议公告 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。 一、董事会会议召开情况 云南城投置业股份有限公司（下称"公司"）第十届董事会第三十四次会议 通知及材料于 2025 年 9 月 8 日以邮件的形式发出，会议于 2025 年 9 月 10 日以通 讯表决的方式举行。公司董事长崔铠先生主持会议，应参加会议的董事 7 名，实 际参加会议的董事 7 名。会议符合《中华人民共和国公司法》和《云南城投置业 股份有限公司章程》规定。 二、董事会会议审议情况 2、会议以 7 票同意，0 票反对，0 票弃权，一致通过《云南城投置业股份有 限公司关于召开公司 2025 年第六次临时股东会的议案》。 公司定于 2025 年 9 月 26 日召开公司 2025 年第六次临时股东会。 具体事宜详见公司同日在上海证券交易所网站（http://www.sse.com.cn）和 《上海证券报》《中国证券报》《证券时报》《 ...

许雷 资料 转自：北京日报客户端 正义网记者9月8日从最高人民检察院获悉，日前，云南省城市建设投资集团有限公司原党委书记、董事 长许雷涉嫌贪污罪、受贿罪、挪用公款罪、国有公司人员滥用职权罪一案，由云南省监察委员会调查终 结，移送检察机关审查起诉。经云南省人民检察院指定管辖，由文山州人民检察院依法向文山州中级人 民法院提起公诉。案件正在进一步办理中。 检察机关在审查起诉阶段，依法告知了被告人许雷享有的诉讼权利，并依法讯问了被告人，听取了辩护 人的意见。文山州人民检察院起诉指控：被告人许雷身为国家工作人员，利用职务便利，侵吞国有资 金，数额特别巨大；利用职务上的便利，为他人在工程项目承揽等方面提供帮助，单独或伙同他人非法 收受财物，数额特别巨大；利用职务便利，个人决定以单位名义将公款挪归他人使用，谋取个人利益； 身为国有公司人员，滥用职权，致使国家利益遭受特别重大损失，依法应当以贪污罪、受贿罪、挪用公 款罪、国有公司人员滥用职权罪追究其刑事责任。 来源：检察日报正义网微信公众号 图 ...

Core Viewpoint - Yunnan Chengtou announced a debt settlement through asset transfer due to the inability of three companies to repay their debts, aiming to expedite debt recovery [1][2]. Group 1: Debt and Settlement Details - The debt originated from a 2018 equity transfer involving a 59.5% stake in Qicai Company, leading to legal disputes and a total debt of 81.06 million yuan, including penalties, owed by Fengyu Company and Qingfeng Company [2]. - The settlement involves 92 residential units in Kunming, covering a total area of 13,600 square meters, to be used for debt repayment [2][4]. - The assessed market value of the assets is approximately 81.05 million yuan, closely matching the total debt amount [2]. Group 2: Asset Evaluation and Conditions - The asset evaluation was conducted by Beijing Zhongtonghua Asset Appraisal Co., Ltd., and the final assessment must be approved by relevant authorities [3]. - The properties are confirmed to have clear ownership without any encumbrances or legal disputes affecting the transfer [3][4]. - The average price per square meter for the assets is approximately 5,974 yuan, while the market price for similar properties in the area is around 9,500 yuan per square meter [4].

Group 1 - Yunnan Chengtou reached a mediation agreement regarding a share transfer dispute involving its subsidiary Qicai Company and two other companies, Fengyu Company and Qingfeng Company, under court supervision [1][4] - Fengyu Company and Qingfeng Company are unable to repay their debts to Yunnan Chengtou and will use assets to settle the debt, amounting to a total of 81.0558 million yuan [1] - Qicai Company will repay the debt with 92 assets located in Kunming, covering a total area of 13,568.38 square meters [1] Group 2 - The total value of the 92 assets at the current market price of 9,500 yuan per square meter is approximately 129 million yuan [2] - Yunnan Chengtou's revenue for the first half of the year was 918 million yuan, a year-on-year decrease of 1.70%, while the net profit attributable to shareholders was -37.7205 million yuan, a decline of 191.80% [5] - As of June 30, 2025, Yunnan Chengtou's total assets were 10.465 billion yuan, with total liabilities of 8.416 billion yuan, resulting in a debt-to-asset ratio of 80.42% [5] Group 3 - As of September 4, Yunnan Chengtou's stock price increased by 0.85%, reaching 2.38 yuan per share, with a market capitalization of 3.822 billion yuan [6]