证券代码：600246 证券简称：万通发展 公告编号：2025-079 北京万通新发展集团股份有限公司 2025 年半年度经营情况简报 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 8 月 30 日 根据《上海证券交易所上市公司自律监管指引第 3 号行业信息披露：第一号 ——房地产》的要求，北京万通新发展集团股份有限公司（以下简称"公司"） 2025 年半年度主要经营数据如下： 一、公司 2025 年半年度销售情况 2025 年 1-6 月，公司房地产业务实现合同销售总面积 0.37 万平方米，与上 年同期相比减少 62.23%；实现合同销售总金额 6,693.38 万元，与上年同期相比 减少 49.84%。 二、公司 2025 年半年度出租情况 2025 年 1-6 月，公司房地产业务实现合同出租总面积 13.25 万平方米，与上 年同期相比增长 0%，实现合同租金收入总金额 9,402.80 万元，与上年同期相比 减少 9.87%。 三、公司 2025 年半年度新增土地储备及竣工情况 公司无新增土地储备，无 ...

（文章来源：每日经济新闻） 8月29日，万通发展(600246.SH)公告称，2025年上半年营业收入1.87亿元，同比减少20.50%；归属于上 市公司股东的净利润亏损2804.11万元，上年同期净亏损7913.49万元。 ...

北京万通新发展集团股份有限公司2025 年半年度报告 公司代码：600246 公司简称：万通发展 北京万通新发展集团股份有限公司 2025 年半年度报告 1 / 153 北京万通新发展集团股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 未出席董事情况 | 未出席董事职务 | 未出席董事姓名 | 未出席董事的原因说明 | 被委托人姓名 | | --- | --- | --- | --- | | 董事长 | 王忆会 | 个人原因缺席 | 无 | 三、 本半年度报告未经审计。 四、 公司负责人钱劲舟、主管会计工作负责人孙华及会计机构负责人（会计主管人员）杜轶名 声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的前瞻性陈述不构成公司对投资者的实质承诺，敬请投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营 ...

Market Overview - On August 29, the real estate development sector declined by 0.5% compared to the previous trading day, with Wantong Development leading the decline [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Individual Stock Performance - Notable gainers in the real estate sector included: - Fuxing Co., Ltd. (code: 000926) with a closing price of 3.04, up 5.92% and a trading volume of 1.1478 million shares [1] - *ST Nanzhi (code: 002305) with a closing price of 3.23, up 4.87% and a trading volume of 685,600 shares [1] - Conversely, Wantong Development (code: 600246) saw a significant drop of 9.99%, closing at 12.17 with a trading volume of 4.9982 million shares [2] Capital Flow Analysis - The real estate development sector experienced a net outflow of 3.105 billion yuan from institutional investors, while retail investors saw a net inflow of 1.807 billion yuan [2] - The table of capital flow indicates that major stocks like Fuxing Co., Ltd. and *ST Nanzhi had varying levels of net inflow and outflow from different investor categories [3]

Group 1 - The core viewpoint of the news highlights a significant decline in high-profile stocks during the afternoon trading session on August 29, with several companies hitting their daily limit down [1] - Companies such as Chunzhong Technology and Helitai experienced a limit down, indicating a severe drop in stock prices [1] - Other companies like Huasheng Tiancai, Dayuan Pump Industry, and Wantong Development also reached their limit down, reflecting a broader market downturn [1] Group 2 - The stocks of Chuanrun Co., Kesen Technology, Nengke Technology, and Kede Education showed notable declines, contributing to the overall negative sentiment in the market [1]

Group 1 - The real estate sector showed strong performance at the beginning of the trading session, with *ST Nanzhi hitting the daily limit up [1] - Other companies such as Wantong Development, Zhangjiang Hi-Tech, Nanjing High-Tech, Tianbao Infrastructure, and Tongji Science and Technology also experienced gains [1]

沪指8月28日上涨1.14%，申万所属行业中，今日上涨的有22个，涨幅居前的行业为通信、电子，涨幅 分别为7.14%、5.53%。房地产行业今日上涨1.14%。跌幅居前的行业为煤炭、农林牧渔，跌幅分别为 0.81%、0.73%。 资金面上看，两市主力资金全天净流出443.43亿元，今日有5个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨5.53%，全天净流入资金105.53亿元，其次是通信行业，日涨幅为 7.14%，净流入资金为49.98亿元。 主力资金净流出的行业有26个，计算机行业主力资金净流出规模居首，全天净流出资金110.07亿元，其 次是医药生物行业，净流出资金为78.92亿元，净流出资金较多的还有电力设备、机械设备、汽车等行 业。 房地产行业今日上涨1.14%，全天主力资金净流入10.19亿元，该行业所属的个股共100只，今日上涨的 有51只，涨停的有2只；下跌的有38只，跌停的有2只。以资金流向数据进行统计，该行业资金净流入的 个股有42只，其中，净流入资金超千万元的有13只，净流入资金居首的是张江高科，今日净流入资金 8.49亿元，紧随其后的是万通发展、天保基建，净流入资 ...

Market Overview - The equity market experienced a decline on August 27, 2025, with the Shanghai Composite Index and Shenzhen Composite Index falling by 1.76% and 1.91% respectively. The CSI 300 and CSI 500 also decreased by 1.49% and 1.46%. The Shenwan Real Estate Index dropped by 3.51% [1]. Individual Stock Performance - The top five gainers in the real estate sector were: - China New Group: +10.00% - Shanghai Shendi Development: +1.28% - Huangting B: +1.22% - Lujia B: +0.45% - Waigao B: +0.26% - The top five losers were: - Wantong Development: -10.03% - Shenzhen Deep A: -10.01% - Shenzhen Deep B: -9.94% - Shahe Shares: -8.59% - Daming City: -7.07% [2]. Industry News - The Shanghai Municipal Government is accelerating the renovation of urban villages, prioritizing those with urgent community needs and significant safety and governance issues. The renovation will focus on areas surrounding the city center and will involve various methods such as comprehensive renovation and improvement [3]. Land Transactions - In Nantong, two residential land parcels were sold at a total transaction value of 8.03 billion RMB. The first parcel, with an area of 51,333 square meters, was sold for 3.81 billion RMB, resulting in a floor price of 3,370 RMB per square meter. The second parcel, covering 57,333 square meters, was sold for 4.23 billion RMB, with a floor price of 3,350 RMB per square meter, both with a premium rate of 0% [4]. - In Fuzhou, a land parcel was sold for 54 million RMB by Shiyi Transportation Construction Investment Co., with a floor price of 21,022.87 RMB per square meter. The land area is 5,137.26 square meters, designated for a gas station [5]. Company Announcements - China Overseas Land & Investment announced that its controlling shareholder, China Overseas Group, plans to increase its stake in the company by no less than 1.11 billion RMB and no more than 2.20 billion RMB within six months, reflecting confidence in the company's future [6]. - Shanghai Jinmao Investment announced the buyback registration period for its bond "22 Jinmao 04" from September 1 to September 3, with a repayment date on September 29. The bond has a total balance of 2 billion RMB and an interest rate of 3.60% [7].

Group 1 - The real estate development sector increased by 1.05% on August 28, with Zhangjiang Hi-Tech leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Group 2 - On that day, the real estate development sector saw a net inflow of 1.024 billion yuan from main funds, while retail funds experienced a net outflow of 586 million yuan [2] - The table provided shows the net inflow and outflow of various stocks within the real estate sector, highlighting significant movements in funds [2]

Core Viewpoint - A-shares experienced a volatile trading session with the Shanghai Composite Index initially dropping over 1% before recovering to close up 1.14% [1] Market Performance - The Shanghai Composite Index rose by 1.14%, the Shenzhen Component Index increased by 2.25%, and the ChiNext Index surged by 3.82% [1] - Over 2,800 stocks in the market saw gains, with total trading volume reaching 3 trillion yuan [1] Sector Highlights - Semiconductor and CPO concepts showed strong performance, with Tianfu Communication hitting a 20% limit up, and several other stocks like Broadcom Integration, Star Semiconductor, Changfei Optical Fiber, and Woge Optoelectronics also reaching their daily limit [1] - The satellite internet sector was active, with stocks such as Sanwei Communication, Wantong Development, and Xingwang Yuda hitting their daily limit [1] - Other sectors with notable gains included glass fiber, consumer electronics, securities, photovoltaic equipment, copper cable high-speed connections, F5G, millimeter wave, and laser radar concepts [1] Underperforming Sectors - Sectors that experienced declines included automotive services, real estate services, liquor, pharmaceuticals, education, electricity, and textile and apparel [1]