证券代码：600246 证券简称：万通发展 公告编号：2025-076 北京万通新发展集团股份有限公司 关于投资者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。 北京万通新发展集团股份有限公司（以下简称"公司"、"上市公司"或"万 通发展"）于 2025 年 8 月 20 日（星期三）15:00-16:30 通过价值在线平台 （www.ir-online.cn），以网络文字互动方式召开了投资者说明会。现将本次说明 会有关事项公告如下： 一、本次说明会召开情况 公司在本次说明会上就投资者普遍关注的问题给予了回复，主要问题及回复 情况如下： 1、请问钱总，公司收购数渡科技的各项协议签署以及增资款大概什么时候 能够落实？ 回复：尊敬的投资者，您好。公司已经完成《增资及股权收购协议》等一揽 子合同的签署，并且已经按照合同要求履行后续程序，现已经完成第二期对价款 的支付。目前增资的工商变更已经完成，其他工商变更等事宜正在办理中。感谢 您的关注。 2、请问张总，数渡科技 PCIE5.0 芯片在国内处于什么水平，量产后 ...

21世纪经济报道记者张敏 8月18日晚间，万通发展（600246）发布公告称，公司实际控制人、董事长王忆会收到北京市公安局的 拘留通知，正在公安机关配合调查。 期间，公司董事、首席执行官钱劲舟代为履行公司董事长、法定代表人职责。 王忆会生于1954年，今年71岁。早年间，王忆会担任粮食加工企业先锋股份副董事长，并推动公司上 市。本世纪初，万通地产借壳先锋股份实现上市，"万通六君子"之一的冯仑逐渐掌握公司控制权。 此后，王忆会一度淡出，但又于2014年借机杀回，并最终重掌公司。 近几年，万通发展推动公司向通信与数字科技方向转型，但过程并不顺利。公司业绩也出现波动。 近期，万通发展正筹划入股芯片公司数度科技。王忆会被拘留，不仅使得该交易陡增变数，也使万通发 展的转型面临巨大的挑战。"野蛮人"来袭 公开信息显示，王忆会于1985年毕业于中国人民大学，获哲学硕士学位。1985年至1993年就职于中央人 民党校。 1998年，延吉吉辰与邹平粮油、邹平西王、北京顺通实业和中建一局第五建筑公司共同成立北京先锋粮 农实业股份有限公司(以下简称"先锋股份")，从事农产品加工，王忆会担任公司副董事长。两年后，先 锋股份登陆上交所 ...

Market Performance - On August 20, the real estate development sector rose by 0.14% compared to the previous trading day, with Huayi Family leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Top Gainers in Real Estate Sector - Huayi Family (600503) closed at 3.59, up 10.12% with a trading volume of 5.0363 million shares and a transaction value of 1.769 billion [1] - Electronic City (600658) closed at 8.48, up 9.99% with a trading volume of 1.7460 million shares and a transaction value of 1.416 billion [1] - Black Peony (600510) closed at 7.71, up 9.99% with a trading volume of 379,600 shares and a transaction value of 283 million [1] Decliners in Real Estate Sector - Jiezou Development (600208) closed at 4.99, down 9.93% with a trading volume of 5.3099 million shares and a transaction value of 2.696 billion [2] - ST Nanzhi (002305) closed at 3.93, down 5.07% with a trading volume of 61,300 shares and a transaction value of 2.4105 million [2] - Deep Property A (000011) closed at 9.91, down 2.75% with a trading volume of 294,500 shares and a transaction value of 292 million [2] Capital Flow Analysis - On the same day, the real estate development sector experienced a net outflow of 962 million from institutional investors, while retail investors saw a net inflow of 840 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their investments [2] Individual Stock Capital Flow - Wan Tong Development (600246) had a net inflow of 257 million from institutional investors, while it faced outflows from both speculative and retail investors [3] - Black Peony (600510) saw a net inflow of 68.23 million from institutional investors, but also experienced outflows from speculative and retail investors [3] - Huayi Family (600503) had a net inflow of 45.78 million from institutional investors, with outflows from speculative and retail investors as well [3]

Core Viewpoint - Recent incidents of information disclosure violations and arrests of executives in A-share listed companies have raised concerns about corporate governance and compliance in the market [2][3][4]. Group 1: Executive Arrests and Investigations - Multiple companies, including Keda Data, Kesi Technology, Tianyu Digital Science, and others, have announced significant issues, with executives facing investigations and arrests for various offenses [2][3]. - In August alone, six A-share listed companies reported issues with their core management, involving detention, arrest, and other coercive measures [3]. Group 2: Information Disclosure Violations - Four companies, including *ST Dongtong and *ST Gaohong, have been flagged for serious information disclosure violations, with some facing the risk of forced delisting due to major legal infractions [4][6]. - *ST Gaohong was found to have inflated revenue by nearly 20 billion and was fined 135 million, with several executives penalized [5]. - *ST Dongtong has been investigated twice this year for financial misreporting, facing high delisting risks [6]. Group 3: Company-Specific Issues - Jihua Group has been investigated for repeated information disclosure violations, indicating a pattern of non-compliance [7]. - Haosai has faced scrutiny for failing to disclose the arrest of its controlling shareholder and is under investigation for alleged bribery [8]. - As of August 19, the total market capitalization of the companies involved in these incidents is approximately 128.7 billion [9].

Core Viewpoint - The stock of Wantong Development has shown significant growth, reflecting strong market interest and potential in its strategic transformation towards AI and satellite internet [1] Company Overview - Wantong Development is located in Beijing's Huairou District and primarily engages in real estate investment and development, real estate operation and management, and industrial financial research and operation [1] - The company has been listed on the A-share market for over 20 years, focusing on scale control, rational management, and value enhancement, demonstrating strong resilience and strategic potential [1] Financial Performance - For the period from January to March 2025, Wantong Development reported a revenue of 115 million yuan, representing a year-on-year increase of 51.21% [1] - The net profit attributable to shareholders for the same period was -35.26 million yuan, showing a year-on-year growth of 44.76% [1] Market Activity - On August 20, Wantong Development's stock price increased by 8.93%, reaching 9.64 yuan per share, with a trading volume of 2.45 billion yuan and a turnover rate of 14.13% [1] - The total market capitalization of the company stands at 18.22 billion yuan [1]

Core Viewpoint - The sudden detention of Wang Yihui, the chairman of Wantong Development, has created significant uncertainty for the company, which is currently undergoing a challenging transformation while facing regulatory scrutiny and financial losses [3][4][7]. Group 1: Company Background and Leadership Changes - Wantong Development, founded in 1991, is a significant player in China's real estate market, with its leadership historically linked to various sectors [9][10]. - Wang Yihui, who took control of the company in 2016, has been pivotal in its strategic shift from real estate to other sectors, including technology [11][12]. - Following Wang's detention on August 18, 2023, the board appointed Qian Jinzhu, the CEO, to assume the chairman's responsibilities, indicating a rapid response to the leadership crisis [4][8]. Group 2: Financial Performance and Transformation Efforts - Wantong Development has struggled financially, reporting losses of 330 million yuan in 2023 and an anticipated 498 million yuan in 2024, with further losses expected in the first half of 2025 [12][13]. - Despite attempts to diversify into sectors like tourism, new energy, and financial services, over 99% of the company's revenue still relies on real estate sales and rentals [13]. - The company announced a controversial acquisition of a 62.98% stake in the loss-making chip company Shudu Technology for 854 million yuan, raising questions about the rationale behind such a move amid ongoing losses [15][17]. Group 3: Market Reaction and Investor Sentiment - Following the announcement of the acquisition, Wantong Development's stock surged by 72% within days, but the news of the chairman's detention led to a dramatic drop, making it the only stock to hit the daily limit down on that day [19][20]. - The stock's volatility has left approximately 68,600 shareholders anxious, with significant capital outflows exceeding 8.4 billion yuan in just two trading days [20]. - The company has committed to continuing its transformation strategy despite the challenges posed by leadership changes and regulatory scrutiny [20][21].

Core Viewpoint - The article discusses the contrasting paths taken by two prominent real estate figures, Wang Yihui and Feng Lun, amidst the challenges faced by the real estate industry in China, particularly focusing on the recent detention of Wang Yihui and its implications for Wan Tong Development [2][6]. Group 1: Wang Yihui's Detention and Company Response - Wang Yihui, the chairman of Wan Tong Development, was detained by Beijing police for investigation, causing a significant drop in the company's stock price from 11.94 CNY per share on August 15 to 8.85 CNY on August 19, resulting in a market value loss of over 5.8 billion CNY [4][6]. - Following the announcement, Wan Tong Development's board held an emergency meeting and appointed CEO Qian Jinzhu to assume the chairman's responsibilities, asserting that the company's operations and production remain normal and that the incident would not significantly impact daily operations [4][6]. - The reasons behind Wang's detention remain unclear, although it is noted that he had previously been involved in a financial dispute with Wu Chen, a notable figure in the Beijing real estate sector [6][10]. Group 2: Financial Performance and Strategic Shift - Wan Tong Development has been struggling financially, reporting a net loss of 457 million CNY for 2024 and projecting further losses of 22 to 33 million CNY for the first half of 2025, with 99% of its revenue still reliant on traditional real estate operations [8][10]. - On August 11, just days before Wang's detention, the company announced a controversial plan to acquire a loss-making chip company, Shudu Technology, for 854 million CNY, raising questions from regulators about the rationale behind the acquisition amid ongoing losses [8][10]. - The acquisition is part of Wan Tong's strategy to transition from real estate to digital technology, but the market has reacted skeptically to this shift, especially in light of the recent turmoil surrounding its leadership [10][12]. Group 3: Historical Context and Leadership Changes - The history of Wan Tong Development is marked by the intertwined paths of Wang Yihui and Feng Lun, who co-founded the company in 1991. However, their trajectories diverged significantly after a series of ownership and management changes [10][12]. - Wang Yihui gained control of the company in 2014 after acquiring shares from Feng Lun, who had previously led the company to its public listing in 2002. Since then, Wang has attempted to pivot the company towards new sectors, although with limited success [12][13]. - Feng Lun, after exiting Wan Tong, has successfully ventured into new business areas, including health and wellness, and has recently made strategic investments in distressed real estate firms, showcasing a contrasting approach to navigating the current market challenges [16][19].

证券代码：600246 证券简称：万通发展 公告编号：2025-074 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 8 月 15 日、8 月 18 日、8 月 19 日连续三个交易日内收盘价格跌 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。除此之外，不存在其他应披露而未披露的重大事项。 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、-39,014.95 万元、-45,704.18 万元。预计 2025 年半年度 实现归属于上市公司股东的净利润为-3,300 万元到-2,200 ...

证券代码：600246 证券简称：万通发展 公告编号：2025-075 二、说明会召开的时间、地点和方式 会议召开时间：2025 年 8 月 20 日（星期三）15:00-16:30 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络文字互动方式 三、参加人员 公司董事、首席执行官（总裁）钱劲舟先生，执行副总裁兼董事会秘书吴狄 杰先生，北京数渡信息科技有限公司总经理张立新先生。（如遇特殊情况，参会 人员可能有所调整。） 四、投资者参与方式 北京万通新发展集团股份有限公司 关于召开投资者说明会的公告 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承担法律责任。 重要内容提示： 一、说明会类型 本次投资者说明会通过网络文字互动方式召开，公司将就收购北京数渡信息 科技有限公司的相关事项与投资者进行互动交流，在信息披露允许范围内就投资 者普遍关注的问题进行回答。 会议召开时间：2025 年 8 月 20 日（星期三）15:00-16:30 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络 ...

Core Viewpoint - The recent detention of Wang Yihui, the actual controller and chairman of Wantong Development, has raised concerns about the company's future during a critical transformation phase, although the investigation is unrelated to the company's daily operations [2][8]. Group 1: Company Background and Leadership - Wang Yihui, born in 1954, transitioned from academia to business in 1998, founding Beijing Pioneer Grain and Agricultural Industry before entering real estate and finance in 2004 [4]. - He took over Wantong in 2017, a company founded in 1991 by notable figures in the Chinese real estate sector, which was at a turning point due to changing industry dynamics [4][5]. Group 2: Transformation Strategy - Under Wang's leadership, Wantong began shifting from traditional real estate to industrial properties and commercial real estate, officially rebranding from "Wantong Real Estate" to "Wantong Development" in July 2020 [5]. - The year 2022 marked a significant pivot towards technology, with initiatives including the establishment of Wantong Sheng'an Communication for 5G and satellite internet, and investments in chip technology [5][6]. Group 3: Market Response and Financial Performance - Despite setbacks, including a failed acquisition in 2025, Wantong's stock price doubled in 2025, driven by ongoing strategic shifts towards communication and digital technology [7]. - The company saw significant trading activity, with foreign investment contributing to a surge in stock price, although the recent announcement regarding Wang's detention led to a 4.66% drop in stock price [7][8].