Group 1 - The company, Wantong Development, announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of 20% over three consecutive trading days from September 1 to September 3, 2025 [1] - The company conducted a self-examination and confirmed that its production and operational conditions are normal, with no significant changes in production costs or sales [1] - There have been no major changes in the market environment or industry policies affecting the company [1]

证券代码：600246 证券简称：万通发展 公告编号：2025-080 北京万通新发展集团股份有限公司 股票交易异常波动公告 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： 北京万通新发展集团股份有限公司（以下简称"公司"或"上市公司"） 股票于 2025 年 9 月 1 日、9 月 2 日、9 月 3 日连续三个交易日内日收盘价格涨幅 偏离值累计达到 20%，根据《上海证券交易所交易规则》的有关规定，属于股票 交易异常波动的情形。 经公司自查并向控股股东及其一致行动人等相关方核实，公司生产经营一 切正常，公司将稳步推进高效整合北京数渡信息科技有限公司（以下简称"数渡 科技"）等既定的转型发展战略，该事项已经公司董事会审议通过，数渡科技尚 处于亏损状态。公司实际控制人、董事长王忆会先生正在公安机关配合调查，尚 未知悉调查的进展及结论，该事项不会对公司日常经营活动产生重大不利影响。 公司 2022 年度、2023 年度、2024 年度实现归属于上市公司股东的净利润 分别为-32,310.73 万元、-39,014 ...

Group 1 - The main stocks with significant capital outflow include Shanzi Gaoke (-8.24 billion), Xinyi Sheng (-5.19 billion), and Pacific (-4.83 billion) [1][2] - The sectors affected by the capital outflow include automotive, telecommunications, securities, and internet services [2][3] - Notable stock performances show that Shanzi Gaoke had a slight increase of 0.75%, while Longcheng Military Industry and Zhonghang Chengfei experienced declines of -4.87% and -8.12% respectively [2][3] Group 2 - The total capital outflow from the top 20 stocks indicates a trend of investors pulling back from certain sectors, particularly in specialized equipment and internet services [1][2] - Companies like Wan Tong Development and Liou Shares saw positive stock performance despite significant capital outflow, indicating potential resilience in the real estate and internet service sectors [2][3] - The data reflects a broader market sentiment where certain stocks are under pressure, leading to strategic shifts in investment focus [1][2]

两融数据显示，该股最新（9月2日）两融余额为15.29亿元，其中，融资余额为15.24亿元，近10日增加 1.79亿元，环比增长13.30%。 公司发布的半年报数据显示，上半年公司共实现营业收入1.87亿元，同比下降20.50%，实现净利 润-2804.11万元，同比增长64.57%，基本每股收益为-0.0150元。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 万通发展股价创出历史新高，截至9:41，该股上涨7.09%，股价报15.26元，成交量1.72亿股，成交金额 25.39亿元，换手率9.08%，该股最新A股总市值达288.48亿元，该股A股流通市值288.48亿元。 证券时报·数据宝统计显示，万通发展所属的房地产行业，目前整体涨幅为0.18%，行业内，目前股价上 涨的有43只，涨幅居前的有首开股份、万通发展、上实发展等，涨幅分别为9.85%、7.09%、4.02%。股 价下跌的有35只，跌幅居前的有南山控股、宁波富达、*ST南置等，跌幅分别为4.00%、3.60%、 3.08%。 （文章来源：证券时报网） ...

Market Overview - On September 2, the A-share major indices collectively adjusted, with a total trading volume of 2.91 trillion yuan, an increase of 134.8 billion yuan compared to the previous trading day [1] - The CPO concept experienced a significant pullback, while sectors such as communication equipment and semiconductors saw substantial declines. Conversely, the banking, precious metals, and robotics sectors rose against the trend [1] Stock Performance - A total of 44 stocks hit the daily limit up, with 13 stocks achieving consecutive limit-ups. The limit-up rate was 52% (excluding ST and delisted stocks) [3] - Notable stocks included Tianpu Co., which achieved an 8-day consecutive limit-up, and robotics concept stocks like Kosen Technology and Kaidi Co., which had 7 and 5 consecutive limit-ups, respectively [3] Key Stocks and Trading Data - Tianpu Co. reached a price of 57.10 yuan, with a 10% increase and an 8-day consecutive limit-up [4] - Changchun High-tech reported a 10% increase to 124.71 yuan, with a trading volume of 27.34 billion yuan and a turnover rate of 5.53% [6] - Supply and Marketing Cooperative achieved a 9.84% increase to 2.68 yuan, with a trading volume of 20.67 billion yuan [6] Institutional Trading - The top three net purchases on the daily leaderboard were Jilun Intelligent, Changchun High-tech, and Supply and Marketing Cooperative, with net purchases of 437 million yuan, 275 million yuan, and 258 million yuan, respectively [5] - The top three net sales were Hengbao Co., Wolong Electric Drive, and Liou Co., with net sales of 537 million yuan, 494 million yuan, and 259 million yuan, respectively [5] Sector Highlights - Wolong Electric Drive is focusing on humanoid robots and has reported a 36.76% year-on-year increase in net profit for the first half of 2025, amounting to 537 million yuan [17] - Changchun High-tech's revenue for the first half of 2025 was approximately 6.60 billion yuan, a year-on-year decline of 0.54%, with a net profit of about 983 million yuan, down 42.85% [10] - Supply and Marketing Cooperative is positioned as a national urban-rural circulation infrastructure operator, with a focus on smart supply chain transformation and a 105.47% year-on-year increase in online retail revenue for its commodity trading business in 2024 [13]

万通发展(600246)今日上涨6.42%，全天换手率29.51%，成交额79.30亿元，振幅12.27%。龙虎榜数据显 示，沪股通净买入1.02亿元，营业部席位合计净卖出2.60亿元。 上交所公开信息显示，当日该股因日换手率达29.51%上榜，沪股通净买入1.02亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交19.76亿元，其中，买入成交额为9.09亿 元，卖出成交额为10.67亿元，合计净卖出1.58亿元。 （文章来源：证券时报网） 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第二大卖出营业部，买入金额为3.24亿 元，卖出金额为2.23亿元，合计净买入1.02亿元。 近半年该股累计上榜龙虎榜11次，上榜次日股价平均涨3.25%，上榜后5日平均涨14.58%。 资金流向方面，今日该股主力资金净流出3.24亿元，其中，特大单净流出2.30亿元，大单资金净流出 9363.99万元。近5日主力资金净流出3.35亿元。 融资融券数据显示，该股最新（9月1日）两融余额为18.04亿元，其中，融资余额为17.99亿元，融券余 额为472.27万元。近5日融资余额合计增加4.83亿元，增幅 ...

| 买入会議最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 艾易营业都名称 | | | 买人全额(万) | 占总成交比例 | 卖出全旗(万) | 占总底交比例 | 冷却(万)母 | | 中殷通专用 | | 552次 47.10% | 0 | 32448 72 | 4.09% | 电 | | 32448 72 | | 2 | 中国证券股份有限公司浙江分公司 | 162次 37.04% | 1 | 20424.99 | 2.58% | = | | 20424.99 | | 3× | 国際海道正身投分有限公司上海关宇区江苏路证券型业部 | 213 50 70% | A | 14369 43 | 1.81% | | | 14369.43 | | 4 | 中信任界股份有限公司上海康阳路运外露开路 | 36次 55.56% | A | 14250 27 | 1.80% | | e | 14250 27 | | | 华奉道养殷份有限公司函阳岳阳大通证券营业部 | 9次 55,56% | . | 9 ...

Core Viewpoint - Wan Tong Development has experienced significant stock price increases, with a total rise of 53.60% over the past nine trading days, including six trading halts [2] Trading Performance - The stock recorded a trading volume of 292 million shares and a transaction amount of 4.092 billion yuan on the latest trading day, with a turnover rate of 15.43% [2] - The total market capitalization of the stock reached 27.846 billion yuan [2] Margin Trading Data - As of September 1, the margin trading balance for the stock was 1.804 billion yuan, with a financing balance of 1.799 billion yuan, reflecting an increase of 326 million yuan or 22.17% from the previous trading day [2] - Over the past nine days, the margin trading balance has increased by 455 million yuan, representing a growth of 33.85% [2] Institutional Activity - The stock has appeared on the Dragon and Tiger List four times due to significant price fluctuations and trading volume [2] - Institutional investors net sold 121 million yuan, while the Shanghai Stock Connect recorded a cumulative net purchase of 32.8762 million yuan [2] - Total net selling by brokerage seats amounted to 925 million yuan [2] Financial Performance - For the first half of the year, the company reported total operating revenue of 187 million yuan, a year-on-year decrease of 20.50% [2] - The net profit for the same period was -28 million yuan, showing a year-on-year increase of 64.57% [2]

Market Overview - The Shanghai Composite Index rose by 0.46% on September 1, with 24 out of the 28 sectors experiencing gains, led by the communication and comprehensive sectors, which increased by 5.22% and 4.27% respectively [1] - The real estate sector also saw an increase of 0.76% [1] - The non-bank financial and banking sectors faced declines of 1.28% and 1.03% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets reached 51.3 billion yuan, with 8 sectors experiencing net inflows [1] - The pharmaceutical and biological sector had the highest net inflow, totaling 3.475 billion yuan, while the communication sector followed with a net inflow of 1.291 billion yuan [1] - The non-bank financial sector led the net outflows, with a total of 8.079 billion yuan, followed by the computer sector with 7.010 billion yuan [1] Real Estate Sector Performance - The real estate sector had a net inflow of 658 million yuan, with 58 out of 100 stocks rising, including 2 hitting the daily limit [2] - The top stock in terms of net inflow was Wantong Development, which saw an inflow of 1.1 billion yuan, followed by Zhangjiang High-Tech and Quzhou Development with inflows of 44.547 million yuan and 41.756 million yuan respectively [2] - The sector also had 6 stocks with net outflows exceeding 30 million yuan, with Poly Development leading at 248.458 million yuan [3] Real Estate Sector Inflow and Outflow Rankings - The top inflow stocks included: - Wantong Development: +10.02%, 20.24% turnover, 1,099.6933 million yuan [2] - Zhangjiang High-Tech: +1.50%, 7.06% turnover, 44.5472 million yuan [2] - Quzhou Development: +3.91%, 2.80% turnover, 41.756 million yuan [2] - The top outflow stocks included: - Poly Development: -0.88%, 2.14% turnover, -248.4583 million yuan [3] - *ST Nan Zhi: -4.95%, 6.06% turnover, -90.6333 million yuan [3] - Hainan Airport: -1.02%, 1.04% turnover, -67.5094 million yuan [3]

Core Viewpoint - The article discusses the recent detention of Wang Yihui, the chairman and actual controller of Wantong Development, and its implications for the company and the real estate industry, highlighting his past capital operations and the controversies surrounding them [3][29]. Group 1: Wang Yihui's Background and Recent Events - Wang Yihui, previously a low-profile billionaire, gained media attention following his detention by Beijing police for assisting in an investigation, raising concerns about its impact on Wantong Development [3][4]. - In 2022, Wang Yihui was listed with a wealth of 11 billion yuan on the Hurun Global Rich List, which decreased to 8 billion yuan in 2024 [3]. - The detention is reminiscent of past disputes involving Wang Yihui and other real estate figures, particularly with Wu Chen of the "Hexiang System" [4][29]. Group 2: Historical Context of Capital Operations - The article outlines a historical borrowing relationship between Wang Yihui's Jia Hua Holdings and Wu Chen's Hexiang System, where Jia Hua provided loans at a high annual interest rate of 24% [7][10]. - Disputes arose over the repayment of these loans, leading to legal actions initiated by Jia Hua Holdings against Wu Chen's companies, claiming outstanding debts [10][11]. - Wu Chen accused Wang Yihui of manipulating agreements and using fraudulent practices to inflate the debt amounts, which led to a police investigation into Jia Hua Holdings for high-interest lending and false litigation [11][14]. Group 3: Recent Developments and Market Reactions - Wantong Development announced an 854 million yuan acquisition of a technology company, which coincided with Wang Yihui's detention, raising questions about the timing and potential insider trading [29][31]. - Following the detention news, Wantong Development's stock experienced significant fluctuations, with a market value loss exceeding 5.8 billion yuan in just three trading days [30][31]. - The company reassured investors that operations would continue normally and that the acquisition was funded by its own resources, despite concerns over its financial stability and past losses [31][32]. Group 4: Future Implications and Industry Insights - The article suggests that Wang Yihui's capital strategies, characterized by leveraging high-interest loans and equity pledges, may face scrutiny as investigations unfold [33][34]. - The transition of Wantong Development into the technology sector raises questions about its ability to shed historical financial burdens and achieve sustainable growth [34].