深圳商报·读创客户端记者 穆砚 7月2日晚间，南京商贸旅游股份有限公司（以下简称"南京商旅（600250）"或"公司"）发布2025年半年 度业绩预减公告。公告称，预计2025年半年度实现归属于母公司所有者的净利润为600万元至900万元， 与上年同期相比减少67.40%至78.27%。 公告披露，经公司财务部门初步测算，预计2025年半年度实现归属于母公司所有者的净利润为600万元 至900万元，与上年同期(法定披露数据)相比，将减少1,860.70万元至2,160.70万元，同比减少67.40%至 78.27%。 预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润为550万元至850万元，与上年 同期(法定披露数据)相比，将减少178.37万元至478.37万元，同比减少17.34%至46.52%。 该公司曾表示，本次重组如顺利完成，公司将新增酒店业务，进一步提升在旅游市场的整体竞争力。同 时，为履行控股股东旅游集团在公司2019年重组中作出的关于促进上市公司转型的承诺及解决公司2024 年重组完成后潜在同业竞争问题，旅游集团及其下属公司已将旗下酒店板块、旅游服务板块、景区运营 板块12 ...

Group 1 - The company expects to achieve a net profit attributable to the parent company of between 6 million and 9 million yuan for the first half of 2025, representing a decrease of 18.607 million to 21.607 million yuan compared to the same period last year, which is a year-on-year decline of 67.40% to 78.27% [1][2] - The expected net profit after deducting non-recurring gains and losses is projected to be between 5.5 million and 8.5 million yuan, a decrease of 178.37 thousand to 478.37 thousand yuan compared to the same period last year, reflecting a year-on-year decline of 17.34% to 46.52% [1][2] - The performance forecast has not been audited by a registered accountant [1] Group 2 - The total profit for the first half of 2024 was 69.0956 million yuan, with a net profit attributable to the parent company of 27.607 million yuan [1] - The basic earnings per share for the previous year was 0.09 yuan [1] - The main reasons for the expected decrease in performance include the impact of non-operating gains and losses, as there were significant investment gains recognized from a subsidiary's bankruptcy liquidation in the same period last year [2]

Key Points - Jiangnan Water received a stake increase from Lianan Life Insurance, reaching 5.03% of total shares [3] - Yingboer plans to transfer 100% equity of Zhuhai Dingyuan for 239 million yuan to optimize asset structure [4] - Chengbang Co. warns that its stock price fluctuations are not aligned with its fundamentals, as it has seen five consecutive trading days of price increases [6] - Weimais intends to invest 190 million yuan into its subsidiary for a new electric drive assembly project [7] - Fosun Pharma's subsidiary received EU GMP certification for its production facilities, indicating compliance with EU standards [8] - Jingwei Huikai plans to acquire an additional 12.44% stake in Nosi Micro, increasing its control in the semiconductor sector [9] - ST Tongmai will remove its delisting risk warning starting July 4, while continuing other risk warnings [10] - ST Modern seeks to apply for the removal of other risk warnings but will maintain delisting risk warnings [11] - Luxshare Precision is planning to issue H-shares for listing on the Hong Kong Stock Exchange [12] - Hainan Highway intends to purchase a 51% stake in Hainan Jiaokong Petrochemical, which will become a subsidiary [13] - Jucheng Co. plans to transfer 1.25% of its shares through a price inquiry [14] Performance Highlights - Foton Motor reported a 150.96% year-on-year increase in new energy vehicle sales for the first half of the year [15] - Jiangling Motors achieved a total vehicle sales of 172,700 units in the first half, up 8.15% year-on-year [16] - Changan Automobile's sales reached 1.3553 million units in the first half, with new energy vehicle sales growing by 49.05% [17] - Meinuohua expects a net profit increase of 142.84% to 174.52% for the first half of the year [18] - Jihong Co. anticipates a net profit increase of 55% to 65% for the first half of the year [19] - Nanjing Business Travel expects a net profit decrease of 67.4% to 78.27% for the first half of the year [20] - Madi Technology forecasts a net profit of 25 million to 27 million yuan, marking a turnaround from losses in the previous year [21] Major Contracts - Dash Intelligent signed a contract for an intelligent project worth 11.88 million yuan [22] - Jinyi Industrial won a bid for a 335 million yuan intercity railway materials procurement project [23] - Sichuan Road and Bridge signed a construction contract worth approximately 11.596 billion yuan [24] - Fulian Precision signed a cooperation framework agreement with Chuanfa Longmang for lithium battery material projects [26] Share Buybacks - Kweichow Moutai repurchased 72,000 shares in June, totaling 1.02 billion yuan [27] - Feiwo Technology plans to repurchase shares worth 25 million to 50 million yuan [28] - Nengte Technology intends to repurchase shares worth 300 million to 500 million yuan for capital reduction [29] - CATL has repurchased 6.641 million A-shares for a total of 1.551 billion yuan [30] Shareholding Changes - Renfu Pharmaceutical's shareholder plans to increase its stake by 1% to 2% [31] - Sanwei Xinan's shareholder intends to reduce its stake by up to 2% [33] - Data Port's shareholders plan to reduce their stakes by up to 2% [34] - Zhuzhou Design's controlling shareholders plan to reduce their stakes by up to 3% [35] - Tianji Co.'s controlling shareholders plan to reduce their stakes by up to 3% [36] - Anjisi's shareholders plan to reduce their stakes by up to 4% [37] Financing Activities - CITIC Securities received approval to issue up to 20 billion yuan in perpetual subordinated bonds [39]

证券代码：600250 证券简称：南京商旅 公告编号：2025-043 南京商贸旅游股份有限公司 2025 年半年度业绩预减公告 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： 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日 （二）业绩预告情况 1.经南京商贸旅游股份有限公司（以下简称南京商旅或公司）财务部门初步 测算，预计 2025 年半年度实现归属于母公司所有者的净利润为 600 万元至 900 万元，与上年同期（法定披露数据）相比，将减少 1,860.70 万元至 2,160.70 万元，同比减少 67.40%至 78.27%。 1 业绩预告的具体适用情形：公司预计 2025 年半年度实现盈利，且净利润与 上年同期相比下降 50%以上。 主要财务数据：公司预计 2025 年半年度实现归属于母公司所有者的净利润 为 600 万元至 900 万元，与上年同期相比减少 67.40%至 78.27%；预计 2025 年半年度实现归属于母公司所有者的扣除非 ...

智通财经7月2日电，南京商旅(600250.SH)公告称，预计2025年半年度实现归属于母公司所有者的净利 润为600万元至900万元，与上年同期相比减少67.40%至78.27%。业绩变动原因系本期子公司旅游服务 等业务板块业绩较上年同期有所下滑；上年同期有子公司破产清算确认大额投资收益。 南京商旅：预计上半年净利润同比下降67.40%至78.27% ...

Group 1 - The tourism and hotel sector experienced a significant rally, with Nanjing Business Travel (600250) hitting the daily limit up [1] - Other companies that saw gains include Tianmu Lake (603136), Caesar Travel (000796), Jinling Hotel (601007), and Tianfu Cultural Tourism (000558) [1]

Group 1 - The core viewpoint of the articles indicates that Nanjing Commercial Travel's stock is currently trading at a high PE ratio of 114.95, significantly above the industry average of 47.30 [1][2] - As of the first quarter of 2025, Nanjing Commercial Travel reported a revenue of 1.91 billion yuan, reflecting a year-on-year decrease of 7.98%, and a net profit of 3.51 million yuan, down 80.03% year-on-year [1] - The company's main business includes commercial trade and tourism, with key products such as textiles, machinery, chemicals, metals, non-metallic minerals, tourism services, and retail [1] Group 2 - Nanjing Commercial Travel's total market capitalization is 3.628 billion yuan, with 6 institutions holding a total of 168.11 million shares valued at 1.552 billion yuan [1] - The company's sales gross margin stands at 22.30% [1] - In terms of industry comparison, Nanjing Commercial Travel ranks 34th in terms of PE ratio among its peers [1]

Core Viewpoint - The tourism industry, once expected to thrive, is now facing significant challenges, highlighted by the bankruptcy of Qinghai Tourism Investment Group and the struggles of various tourism companies despite an increase in domestic travel and spending [2][3][4][8]. Group 1: Industry Challenges - Qinghai Tourism Investment Group and its subsidiaries have filed for bankruptcy, shocking the tourism sector [3]. - The company, which aimed for significant growth and public listing, mismanaged its resources, leading to a loss of 4.8 billion in registered capital [4]. - 44 listed companies in the tourism sector reported their Q1 earnings, with 25 experiencing negative revenue growth, accounting for 56.8% of the total [4]. Group 2: Financial Performance - Major airlines like China Southern Airlines, China Eastern Airlines, and Air China reported substantial losses in Q1, with losses of 747 million, 995 million, and 2.044 billion respectively [7]. - Despite a 26.4% increase in domestic travel and an 18.6% rise in spending, the tourism industry is struggling financially [8][9]. Group 3: Market Dynamics - The tourism market is saturated, with an increase in A-level scenic spots and travel agencies, yet average income has dropped by nearly 40% [31]. - Online travel platforms like Ctrip and Tongcheng are thriving, with Ctrip reporting a net profit of approximately 4.3 billion in Q1, showcasing the "shovel effect" where service providers profit while actual tourism businesses struggle [28][30]. Group 4: Shifts in Consumer Behavior - The tourism industry is transitioning to a 2.0 era, where experiential value is prioritized over mere scarcity of resources [46][50]. - Successful attractions like Jiuhua Mountain and Disney have capitalized on immersive experiences, contrasting with traditional scenic spots that fail to adapt [39][41]. Group 5: Future Outlook - Many tourism platforms are likely to face severe financial difficulties or bankruptcy if they cannot adapt to the changing market dynamics and consumer preferences [55][56]. - The current environment suggests a need for a significant restructuring within the tourism sector to eliminate ineffective players and allow successful entities to thrive [58][59].

Core Viewpoint - Nanjing Shanglv plans to acquire 100% equity of Nanjing Huangpu Hotel from Nanjing Tourism Group through a combination of issuing shares and cash payment, along with raising supporting funds [1][2] Group 1: Transaction Details - The company has submitted an application to the Shanghai Stock Exchange (SSE) for the acquisition and fundraising, which has been accepted and is under review [1] - The evaluation report for the transaction is based on a reference date of April 30, 2024, and is valid until April 29, 2025 [2] - The SSE temporarily suspended the review of the transaction due to the expiration of the evaluation report's validity [2] Group 2: Review Process - After completing the necessary updates and supplementary documentation, the company submitted a request to resume the review process [2] - On June 27, 2025, the company received notification from the SSE that the review of the transaction would be resumed [2] - The transaction is subject to approval by the SSE and registration with the China Securities Regulatory Commission (CSRC) before it can be officially implemented, indicating uncertainty in the approval process [2]

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。 南京商贸旅游股份有限公司（以下简称南京商旅或公司）拟通过发行股份及 支付现金的方式购买南京旅游集团有限责任公司持有的南京黄埔大酒店有限公 司 100%股权并募集配套资金（以下简称本次重组或本次交易）。 证券代码：600250 证券简称：南京商旅 公告编号：2025-042 南京商贸旅游股份有限公司 关于收到上海证券交易所恢复审核 发行股份及支付现金购买资产并募集配套资金暨 关联交易通知的公告 评估，并向上交所补充提交相关资料。根据《上海证券交易所上市公司重大资产 重组审核规则》相关规定，上交所暂时中止审核公司本次交易事项。 2025 年 6 月 25 日，以 2025 年 3 月 31 日为评估基准日的加期评估及申请文 件更新补充工作已完成，公司向上交所提交了恢复审核的申请文件。2025 年 6 月 27 日，公司收到上交所同意恢复审核本次交易事项的通知。 本次交易尚需上交所审核通过并经中国证监会注册后方可正式实施，能否审 核通过、完成注册尚存在不确定性。公司将根据本次交易的进 ...