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每周股票复盘:大东方(600327)2024年报问询函回复,医疗健康业务收入增长8.16%
Sou Hu Cai Jing· 2025-06-06 23:25
Core Viewpoint - The company, 大东方, reported a stable stock price with a closing price of 4.79 yuan as of June 6, 2025, and a total market capitalization of 4.238 billion yuan, ranking 40th in the retail sector and 3387th in the A-share market [1] Company Announcements Summary - The company responded to the Shanghai Stock Exchange regarding the 2024 annual report inquiry, stating that the long-term equity investment balance is 2.486 billion yuan, with no impairment recorded [1][4] - Major investment targets include companies involved in real estate leasing, new materials development, automotive retail and maintenance, new energy vehicle investment, and real estate development and sales [1][2] - The company disclosed that the balance of other receivables for 2022 to 2024 was 60 million yuan, 9 million yuan, and 111 million yuan respectively, detailing the top five occurrences [2][3] Medical Health Business Performance - The overall revenue for the medical health business in 2024 is projected to be 2.838 billion yuan, reflecting a year-on-year growth of 8.16% with a gross margin of 7.55% [2][4] - The pediatric growth and development medical service segment benefited from the expansion of pediatric outpatient institutions and increased sales of growth hormone drugs, achieving a revenue growth of 10.33% year-on-year [2][4]
上交所直击年报三大问题 大东方回复监管问询函
Group 1 - Company responded to the Shanghai Stock Exchange's inquiry regarding long-term equity investments, other receivables, and low gross margin in its healthcare business [1] - Company listed five investment targets in various sectors including property rights, new materials, and real estate development, asserting no need for impairment provisions [1] - Other receivables for the years 2022 to 2024 were reported as 0.6 billion, 0.09 billion, and 1.11 billion respectively, with a significant portion related to loans to Zhejiang Junxu Real Estate Development Company [1][2] Group 2 - The company reported a significant decline in profitability in 2024, with healthcare business revenue of 2.838 billion, a year-on-year increase of 8.16%, and a gross margin of 7.55% [2] - The gross margin for the healthcare segment has been affected by various factors, including the introduction of new disciplines and changes in medical insurance policies [3] - The average gross margin for the company's hospitals has decreased over the past three years, primarily due to the impact of medical insurance reforms and drug procurement policies [3] Group 3 - The company noted that the gross margin for its pediatric growth and development services has gradually increased but remains low, primarily due to high costs associated with growth hormone treatments [3] - The market for long-acting growth hormones is expected to expand as public awareness of children's height management increases [4] - Currently, only 5% of patients express a willingness to undergo treatment, indicating significant growth potential in the market [4]
大东方: 公证天业会计师事务所关于大东方2024年年度报告的信息披露监管问询函回复的专项说明
Zheng Quan Zhi Xing· 2025-06-03 11:23
Core Viewpoint The audit firm Gongzheng has conducted a thorough review of Wuxi Commercial Building Dae Dong Co., Ltd.'s long-term equity investments and financial disclosures, concluding that there are no impairment indicators for these investments, and the financial health of the associated companies remains stable. Group 1: Long-term Equity Investments - The company's long-term equity investment balance as of 2024 is RMB 2.486 billion, with no impairment recognized in the past three years [2][3] - Significant investments include RMB 600 million in Shanghai Jidaohang New Energy Development Partnership, which has been ongoing since 2022 [2][3] - The audit firm has requested detailed disclosures regarding the investment structures, cash flows, and financial performance of the companies involved [2][3] Group 2: Financial Performance of Invested Companies - Wuxi Sanfeng Building Management Co., Ltd. reported revenues of RMB 151.17 million and a net loss of RMB 399.28 million over the past three years, with stable asset values [4][5] - Anhui Tao-Liu New Materials Research Institute has faced continuous losses, prompting the company to exit its investment in early 2025 [6][7] - Wuxi Commercial Building Group Dae Dong Automobile Co., Ltd. has shown stable profitability with net profits of RMB 18.73 million, RMB 19.94 million, and RMB 21.59 million over the last three years [5][8] Group 3: Investment Strategy and Market Position - The investment in Shanghai Jidaohang focuses on the rapidly growing new energy vehicle sector, aligning with national strategic initiatives for carbon neutrality [8][9] - Jidaohang has established a comprehensive investment structure in the new energy vehicle industry, with significant investments in companies like Shanghai Jixiang Zhichu and Yundu Automobile [9][10] - The governance structure of Jidaohang ensures professional and standardized investment processes, with no identified risks of fund misappropriation [20][24] Group 4: Cash Flow and Investment Activities - The company has reported cash outflows for investment activities totaling RMB 60 million over the past three years, with no indications of fund misappropriation [21][22] - The cash flow from investment activities includes significant payments for fixed assets and equity acquisitions, reflecting a strategic focus on growth and stability [21][22] - The audit firm has confirmed that the investment activities align with the company's strategic objectives and financial health [22][24]
大东方(600327) - 大东方关于上交所对公司2024年年度报告的信息披露监管问询函的回复公告
2025-06-03 10:45
股票代码:600327 股票简称:大东方 公告编号:临 2025-021 无锡商业大厦大东方股份有限公司 关于《上海证券交易所关于公司 2024 年年度报告的 信息披露监管问询函》的回复公告 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个别及连带责任。 无锡商业大厦大东方股份有限公司(以下简称"公司")于 2025 年 5 月 12 日收到《上海证券交易所关于无锡商业大厦大东方股份有限公司 2024 年年度报 告的信息披露监管问询函》(上证公函【2025】0539 号)(以下简称"《问询 函》")。根据《问询函》的要求,公司会同公证天业会计师事务所(特殊普通 合伙)年审会计师对《问询函》所列事项逐一复核落实,现就《问询函》所列事 项逐项回复并说明如下(除特别注明外,以下金额单位为人民币万元): 问题一、关于长期股权投资。 根据年报,2024 年公司长期股权投资余额为 24.86 亿元,近三年未计提减值。 其中对上海吉道航新能源发展合伙企业(有限合伙)(以下简称吉道航新能源) 长期股权投资 6 亿元,主要系 2022 年起陆续投资。投资 ...
大东方(600327) - 公证天业会计师事务所关于大东方2024年年度报告的信息披露监管问询函回复的专项说明
2025-06-03 10:45
总机:86 (510)68798988 Tel: 86 (510)68798988 传真:86 (510)68567788 Fax: 86 (510)68567788 电子信箱:mail@gztycpa.cn E-mail:mail@gztycpa.cn 中国. 江苏. 无锡 Wuxi . Jiangsu . China 关于无锡商业大厦大东方股份有限公司 2024 年年度报告的信息披露监管问询函回复的 专项核查意见 公证天业会计师事务所(特殊普通合伙) 上海证券交易所上市公司管理一部: Gongzheng Tianye Certified Public Accountants, SGP 根据贵部 2025 年 5 月 12 日下发的上海证券交易所《关于无锡商业大厦大东方 股份有限公司 2024 年年度报告的信息披露监管问询函》(上证公函【2025】0539 号) 的要求,公证天业会计师事务所(特殊普通合伙)(以下简称"我们")对监管问询 函中提到的需要会计师发表意见的有关问题进行了认真核查。现将有关问题的核查 情况和核查意见的说明如下(除特别注明外,以下金额单位为人民币万元)。 问题一、关于长期股权投资。 ...
无锡商业大厦大东方股份有限公司关于控股股东部分股份质押的公告
Group 1 - The core point of the announcement is that the controlling shareholder, Jiangsu Wuxi Commercial Building Group Co., Ltd. (referred to as "Building Group"), has pledged part of its shares in Wuxi Commercial Building Dazhong Co., Ltd. (the "Company") [2][6] - The Building Group holds 395,552,372 shares, accounting for 44.71% of the total shares of the Company, and has cumulatively pledged 13.5 million shares, which represents 34.13% of its holdings and 15.26% of the Company's total shares [2][5] - The pledged shares are not used as collateral for major asset restructuring performance compensation or other guarantees [3][5] Group 2 - As of the announcement date, the pledged shares do not exceed 50% of the shares held by the Building Group [5] - There are no indications of non-operating fund occupation, illegal guarantees, or related party transactions that would harm the interests of the Company [5][6] - The pledge of shares has not significantly impacted the Company's main business, financing credit, or ongoing operational capabilities [6][7] Group 3 - The pledge does not affect the governance of the Company, including the composition of the board of directors, and there are no substantial factors that would lead to a change in actual control [6][7] - There are no performance compensation obligations required from the controlling shareholder due to the pledge [7] - The Building Group will take measures such as additional pledging or early repayment to address any potential risks related to margin calls [7][8]
大东方(600327) - 大东方关于控股股东部分股份质押的公告
2025-05-29 08:45
股票代码:600327 股票简称:大东方 公告编号:临 2025-020 公司于2025年5月29日收到控股股东"大厦集团"通知,获悉其所持有本公 司的部分股份被质押,具体情况如下。 | 股东 | 是否为 | 本次质 | 是否为限售 | 是否 | 质押 | 质押 | | 占其所 | 占公司 | 质押融资资金 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 控股股 | 押股数 | 股(如是,注 | 补充 | 起始 | 到期 | 质权人 | 持股份 | 总股本 | 用途 | | | 东 | (万股) | 明限售类型) | 质押 | 日 | 日 | | 比例 | 比例 | | | 大厦 集团 | 是 | 1,500 | 否 | 否 | 2025 -05- 28 | 2026 -05- 29 | 中国光大银 行股份有限 公司上海市 | 3.79% | 1.70% | 为 上 海 均 瑶 (集团)有限 公司的债务提 | | | | | | | | | 西支行 | | | 供履约担保 | | 合计 | — | 1,5 ...
大东方:控股股东质押1500万股
news flash· 2025-05-29 08:18
大东方(600327)公告,公司控股股东江苏无锡商业大厦集团有限公司持有公司股份3.96亿股,占公司 股份总数的44.71%。大厦集团累计质押公司股票1.35亿股,占其所持股份数的34.13%,占公司股份总数 的15.26%。其中,本次质押股数为1500万股,占其所持股份比例3.79%,占公司总股本比例1.70%,质 押起始日为2025年5月28日,质权人为中国光大银行股份有限公司上海市西支行,质押融资资金用于为 上海均瑶(集团)有限公司的债务提供履约担保。 ...
大东方(600327) - 大东方关于召开2024年度暨2025年第一季度业绩说明会的公告
2025-05-12 08:15
股票代码:600327 股票简称:大东方 公告编号:临 2025-019 无锡商业大厦大东方股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会的 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法律责任。 重要内容提示: 无锡商业大厦大东方股份有限公司(以下简称"公司")分别于 2025 年 4 月 18 日、2025 年 4 月 29 日在上海证券交易所网站、《上海证券报》披露了公司 2024 年年度报告和 2025 年第一季度报告。为使广大投资者更深入了解公司 2024 年度及 2025 年第一季度经营成果、财务状况,公司计划于 2025 年 5 月 20 日(星 期二)上午 09:00-10:00 通过网络平台在线交流的方式举行"无锡商业大厦大东 方股份有限公司 2024 年度暨 2025 年第一季度业绩说明会",就投资者关心的问 题进行交流。 (一)会议召开时间:2025 年 5 月 20 日(星期二)上午 09:00-10:00 (二)会议召开地点:上海证券交易所上证路演中心 (网址:http://r ...
无锡商业大厦大东方股份有限公司2024年年度股东大会决议公告
Group 1 - The annual general meeting of Wuxi Commercial Building Dae Oriental Co., Ltd. was held on May 8, 2025, at the company's conference room in Wuxi, Jiangsu Province [2] - All resolutions presented at the meeting were approved without any objections [2][4] - The meeting was convened in accordance with relevant laws and regulations, and the attendance and voting procedures were compliant with the company's articles of association [2][6] Group 2 - All nine current directors attended the meeting, with two participating via video link [3] - All seven current supervisors were present, with two also attending via video link [3] - The meeting was witnessed by lawyers from Beijing Guofeng Law Firm, who confirmed the legality of the meeting's procedures and outcomes [6]