格隆汇1月23日丨云南城投(600239.SH)公布，为优化资产结构，确保及时收回投资，进一步聚焦主责主 业，公司拟通过公开挂牌方式转让昆明七彩云南城市建设投资有限公司（称"七彩公司"）10.5%股权； 公司以2025年7月31日为评估基准日开展评估，并参考2018年转让七彩公司59.5%股权时的估值水平， 对应10.5%股权的价值为人民币29,313.57万元，拟以此作为本次公开挂牌的转让底价，且该底价不低于 经有备案权限的国有资产监督管理部门或相关单位备案的评估价值，最终交易价格及交易对手以公开挂 牌交易结果为准。 ...

证券代码：600239 证券简称：云南城投 公告编号：临 2026-007 号 云南城投置业股份有限公司 关于拟公开挂牌转让昆明七彩云南城市建设投资有限公司 10.5%股权的公告 确保及时收回投资，进一步聚焦主责主业，公司拟通过云南产权交易所（下称"云 交所"）公开挂牌转让所持有的参股子公司七彩公司 10.5%股权。 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： 为优化资产结构，确保及时收回投资，进一步聚焦主责主业，云南城投 置业股份有限公司（下称"公司"）拟通过公开挂牌方式转让昆明七彩云南城市 建设投资有限公司（下称"七彩公司"）10.5%股权；公司以 2025 年 7 月 31 日 为评估基准日开展评估，并参考 2018 年转让七彩公司 59.5%股权时的估值水平， 对应 10.5%股权的价值为人民币 29,313.57 万元，拟以此作为本次公开挂牌的转 让底价，且该底价不低于经有备案权限的国有资产监督管理部门或相关单位备 案的评估价值，最终交易价格及交易对手以公开挂牌交易结果为准。 本次交易采取公开挂牌 ...

每经AI快讯，云南城投1月23日晚间发布公告称，公司第十届第三十九次董事会会议于2026年1月23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拟公开挂牌转让昆明七彩云南城 市建设投资有限公司10.5%股权的议案》等文件。 （记者 王晓波） 每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 ...

1、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 限公司关于拟公开挂牌转让昆明七彩云南城市建设投资有限公司 10.5%股权的 议案》。 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》《证券日报》上刊登的临 2026-007 号《云南城投置业股份有限公司关于拟公开挂牌转让昆明七彩云南城市建设投资 有限公司 10.5%股权的公告》。 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 2025 年度内部控制评价工作方案》。 证券代码：600239 证券简称：云南城投 公告编号：临 2026-006 号 云南城投置业股份有限公司 第十届董事会第三十九次会议决议公告 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"）第十届董事会第三十九次会议 通知及材料于 2026 年 1 月 21 日以邮件的方式发出，会议于 2026 年 1 ...

Core Viewpoint - The real estate sector continues to face widespread losses, with most listed companies in the A-share market reporting varying degrees of deficit for 2025, except for the leading company, Poly Developments [2][3]. Group 1: Company Performance - Among the 27 listed real estate companies that have released performance forecasts, only Poly Developments reported a positive net profit of approximately 1.03 billion yuan, while the total losses of the other companies ranged from 47.546 billion to 62.464 billion yuan [3]. - Poly Developments experienced a revenue decline of 1.09% year-on-year, with a net profit drop of 79.49% due to decreased gross profit margins and anticipated asset impairment losses of about 6.9 billion yuan [3]. - Other companies, such as China Fortune Land Development, are projected to incur losses of 16 billion to 24 billion yuan for 2025, with net assets expected to decline by 10 billion to 15 billion yuan [4]. Group 2: Industry Challenges - The real estate sector has been struggling with significant losses since 2022, attributed to factors such as low-profit project settlements, increased impairment provisions, and rising interest expenses [6]. - The sales volume of commercial housing is expected to decline by 12.6% year-on-year in 2025, indicating ongoing market challenges [7]. - The real estate development prosperity index has been on a downward trend, reaching 91.45 by December 2025, reflecting a sluggish economic activity in the sector [7]. Group 3: Future Outlook - Analysts suggest that the adjustment cycle in the real estate market may be nearing its end by 2026, with potential growth in the high-quality residential market driven by policy support and demand structure upgrades [8]. - Companies facing significant losses must manage their market value and ensure compliance with financial reporting to avoid delisting risks, which could arise from continuous losses or failure to meet revenue thresholds [9].

Core Viewpoint - Yunnan Chenggong Investment Co., Ltd. anticipates a significant net profit loss for the year 2025, with projections ranging from 210 million to 250 million yuan, marking a substantial increase in losses compared to the previous year's loss of 49.45 million yuan [1] Financial Performance - The expected net profit loss for 2025 is between 210 million and 250 million yuan, which is a deterioration from the previous year's loss of 49.45 million yuan [1] - The net profit loss, excluding non-recurring gains and losses, is projected to be between 255 million and 295 million yuan, compared to a loss of 182 million yuan in the same period last year [1] Reasons for Performance Decline - Losses from the real estate business of associated companies have led to investment losses [1] - Changes in consumer spending patterns and intensified market competition have resulted in revenue declines for certain commercial operations [1] - The market environment has necessitated the provision for asset impairment [1] - The previous period's significant debt restructuring gains are not expected to recur, leading to a year-on-year decline [1]

Core Viewpoint - The company, Yunnan Chengtou Real Estate Co., Ltd., is forecasting a continued net loss for the year 2025, with projected losses ranging from 210 million to 250 million yuan, indicating a worsening financial situation compared to the previous year [1][2]. Performance Forecast - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between -210 million yuan and -250 million yuan, continuing the trend of losses from the previous year [2]. - The projected net profit, excluding non-recurring gains and losses, is anticipated to be between -255 million yuan and -295 million yuan for the same period [2]. Previous Year’s Performance - In the previous year, the total profit was -104.83 million yuan, with a net profit attributable to shareholders of the parent company at -49.46 million yuan [2]. - The net profit, after excluding non-recurring gains and losses, was -181.60 million yuan [2]. Reasons for Expected Loss - The company’s associates primarily engaged in the real estate sector reported losses, leading to corresponding investment losses for the company [4]. - Factors such as changes in consumer spending patterns and intensified market competition have resulted in decreased revenue from some commercial operations, exacerbating losses [4]. - The overall market environment has prompted the company to conduct impairment assessments on assets showing signs of impairment, leading to the recognition of impairment losses [4]. - The previous period's significant gains from debt restructuring are not expected to recur, contributing to the anticipated decline in performance [5].

Core Viewpoint - Yunnan Chenggong Investment is expected to report a net profit attributable to shareholders of the parent company ranging from -210 million to -250 million yuan for the year 2025, indicating continued losses compared to the same period last year [1] Group 1: Financial Performance - The main reason for the performance change is the losses incurred by the company's associated enterprises primarily engaged in the real estate business, leading to recognition of investment losses [1] - The company anticipates a decline in revenue from some commercial operation projects due to changes in consumer spending patterns and intensified market competition, contributing to increased losses [1] Group 2: Strategic Adjustments - The company is undertaking structural adjustments for certain malls experiencing performance declines [1] - In response to the overall market environment, the company is conducting impairment assessments on assets showing signs of impairment and is preparing to recognize asset impairment provisions [1]

Financial Performance Expectations - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between -210 million and -250 million yuan, continuing to incur losses compared to the previous year [4]. - The expected net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is projected to be between -255 million and -295 million yuan [4]. - In the previous year, the total profit was -104.83 million yuan, with a net profit attributable to shareholders of the parent company at -49.46 million yuan [5]. Reasons for Expected Losses - The company attributes the expected losses to investment losses from its subsidiaries engaged in real estate, decreased revenue from some commercial projects due to market competition, and asset impairment provisions [8]. - The previous year saw significant gains from debt restructuring, which are not expected to recur this year, contributing to the anticipated decline in profits [8]. Performance Forecast Details - The performance forecast is based on preliminary calculations by the company's finance department and has not yet been audited [9]. - There are currently no significant uncertainties affecting the accuracy of this performance forecast [9]. - The preliminary data may differ from the audited financial data to be disclosed in the official 2025 annual report [10]. - Investors are advised to pay attention to investment risks related to the preliminary nature of the performance forecast [10]. Structural Adjustments - The company is undergoing structural adjustments for underperforming malls to address revenue declines [8].

证券代码：600239 证券简称：云南城投 公告编号：临2026-004号 云南城投置业股份有限公司 关于公司控股股东及其一致行动人 股份解押及再质押的公告 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： 云南城投置业股份有限公司（下称"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"）及其一致行动人云南融智投资有限公司（下称"云南融智"） 合计持有公司 659,664,262 股无限售条件流通股，占公司总股本的 41.0830%；康旅集 团及云南融智持有公司股份累计质押数量（本次解押及再质押后）为 329,000,000 股， 占其合计持有公司股份的 49.8739%，占公司总股本的 20.4897%。其中：康旅集团持有 公司 627,050,575 股无限售条件流通股，占公司总股本的 39.0519%，本次股份解押及 再质押后，康旅集团累计质押公司股份 313,000,000 股，占其持有公司股份的 49.9162%， 占公司总股本的 19.4932%；云南融智持有公司 32,613,687 ...