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楼市,一个重大信号
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-14 02:40
记者丨张敏 编辑丨张伟贤 在各项稳楼市政策的推动下,市场趋稳,房地产企业的销售业绩也出现止跌迹象。 近日,多家房企发布2025年前7月销售业绩。虽然多数房企的销售规模仍低于去年同期,但跌幅普遍收 窄。 根据中指研究院的统计,2025年1~7月,TOP100房企销售总额为2.07万亿元,同比下降13.3%。与去年 同期约四成的销售跌幅相比,收窄明显。 保利暂列"销冠"。今年前7月,保利发展实现签约面积804.53万平方米,同比减少26.81%;签约金额 1631.85亿元,同比减少17.85%。此外,绿城、中海、华润、招商均迈入千亿阵营。 从已经公布销售单价的房企来看,企业的销售均价普遍低于去年,体现出以价换量的策略。 分析人士指出,房企销售降幅收窄,侧面反映出楼市正出现筑底迹象。政策仍有加力空间,从而推动市 场进一步止跌回稳。 以价换量是主流 今年前7月,央国企继续占据销售榜前列。从已公布销售业绩的房企来看,除保利外,绿城以1368亿元 的销售业绩位居第二,中海、华润、招商的销售规模分别为1320亿元、1236亿元、1046亿元。 这也是前7月仅有的五家迈入千亿阵营的企业。中指研究院指出,与去年同期相比,千亿 ...
血亏90%,中国平安加速逃离华夏幸福
3 6 Ke· 2025-08-14 02:33
近日,华夏幸福一纸公告,将大股东平安系的股份减持计划和盘托出,也为这场长达七年的资本联姻,敲响了落幕的鼓点。 根据公告显示,平安人寿及其一致行动人平安资管,计划在9月1日-11月30日,拟减持所持股份不超过1.1741161亿股,占公司总 股本比例不超过3%。 | 股东名称 | 中国平安人寿保险股份有限公司与平安资产管理 | | --- | --- | | | 有限责任公司(代受托产品) | | 计划减持数量 | 不超过:117,411,610 股 | | 计划减持比例 | 不超过:3% | | 减持方式及对应减持数量 | 集中竞价减持,不超过:39.137.203 股 | | | 大宗交易减持,不超过:78,274,407 股 | | 减持期间 | 2025年9月1日~2025年11月30日 | | 拟减持股份来源 | 二级市场集中竞价、协议转让获得的股份,以及 | | | 该等股份因资本公积金转增股本而相应增加的股 | | | 份 | | 拟减持原因 | 股东自身业务安排及需要 | 减持方式将分为大宗交易和竞价交易两种方式,其中,大宗交易减持股份数量不超过总股本的2%,竞价交易减持股份数量不超 过总股本的 ...
华夏幸福:平安人寿及一致行动人平安资管拟减持3%公司股份
Xin Lang Cai Jing· 2025-08-09 04:24
Core Viewpoint - China Ping An Life Insurance Co., Ltd. and its action group plan to reduce their holdings in Huaxia Happiness by up to 117,411,610 shares, representing no more than 3% of the company's total share capital, due to their own business arrangements and needs [2][3][4]. Group 1: Shareholding Reduction Plan - The reduction period is set from September 1 to November 30, 2025 [3]. - The reduction will be executed through two methods: a maximum of 39,137,203 shares via centralized bidding and up to 78,274,407 shares through block trading [3]. - The total shares held by Ping An Life and its action group amount to 985,729,553 shares, which is 25.1865% of Huaxia Happiness's total share capital [3]. Group 2: Financial Performance and Projections - Huaxia Happiness expects a net loss attributable to shareholders of between 7.5 billion and 5.5 billion yuan for the first half of 2025 [4]. - The company reported a net loss of 4.849 billion yuan for the same period last year [4]. - The decline in net profit is primarily due to a decrease in revenue from real estate project turnover, influenced by the timing of project completions [5]. Group 3: Company Strategy and Debt Management - The company is actively pursuing a debt restructuring plan to alleviate financial pressure and reduce financial costs [5]. - Huaxia Happiness aims to focus on completing its "guarantee delivery" obligations and transitioning into an industrial new city service provider [5]. - The company is committed to improving quality and efficiency while accelerating its transformation [5].
8月8日A股投资避雷针︱金利华电:终止筹划重大资产重组;新相微:终止购买爱协生100%股权





Ge Long Hui· 2025-08-09 00:42
Core Viewpoint - Several shareholders across various companies are planning to reduce their stakes, with most reductions not exceeding 3% of total shares [1] Shareholder Reductions - Jiuliang Co., shareholders Rongxinliang and Zhuochu Guang plan to reduce their holdings by no more than 3% [1] - Inse Group, Orange Alliance Investment intends to reduce its stake by no more than 1% [1] - Xuelang Environment, shareholders Yang Jianping and Xu Huifen plan to reduce their holdings by a total of no more than 3% [1] - Haide Control, actual controller Guo Menglong plans to reduce his stake by no more than 3% [1] - Ailis, shareholders Shanghai Aixiang and Nantong Aiyun plan to reduce a total of no more than 13.5 million shares [1] - Huaxia Happiness, shareholders Ping An Life and Ping An Asset Management plan to reduce their holdings by a total of no more than 3% [1] - Tonglian Precision, actual controller Yang Hu plans to reduce his stake by no more than 2.375% [1] - Henggong Precision, shareholder Jingjinji Fund plans to reduce its stake by no more than 3% [1] - Dajia Weikang, director Zhong Xuesong plans to reduce his stake by no more than 1.7% [1] - Chuanwang Media, China Youth Publishing Group plans to reduce its stake by no more than 1% [1] Other Corporate Actions - Jinlihua Electric has terminated its plan for a major asset restructuring [1] - New Xiangwei has terminated the acquisition of 100% equity in Aixiangsheng [1]
公告精选︱弘景光电:拟15.33亿元投建弘景光电研发制造总部基地项目;吉视传媒:不涉及“国资云”相关业务





Ge Long Hui· 2025-08-09 00:42
Company Announcements - Jihua Group's main business and existing product system do not involve brain-computer interface related fields [1] - Hongjing Optoelectronics plans to invest 1.533 billion yuan to build a research and manufacturing headquarters project [1] - Zhuojin Co., Ltd. won the bid for soil control project around Longchao Line [1] - Jianghuai Automobile's July sales totaled 25,197 units, a year-on-year decrease of 21.73% [1][2] - Lakala intends to transfer 100% equity of certain subsidiaries [1] - Haitai High-tech completed a buyback, spending a total of 70.91 million yuan to repurchase 6.69995 million shares [1] - Tongchen Beijian reported a net profit of 737 million yuan for the first half of the year, a year-on-year decrease of 17.34% [1][3] - Xuelang Environment's shareholders plan to reduce their holdings by a total of no more than 3% [1] - Huaxia Happiness's shareholders plan to reduce their holdings by a total of no more than 3% [1] - Sanxin Medical plans to issue convertible bonds to raise no more than 530 million yuan [1] - *ST Gaohong's stock may face mandatory delisting due to major legal violations [1] Investment and Financial Data - GAC Group's July automobile sales were 119,482 units, a year-on-year decrease of 15.38% [2] - Minghe Co., Ltd. reported July sales revenue of 41.36 million yuan [2] - Tangrenshen's July pig sales revenue totaled 589.6 million yuan [3] - Tiankang Biological's July pig sales revenue was 335 million yuan [3] - Chongqing Construction's new contract amount for the first half of the year was 24.271 billion yuan, a year-on-year decrease of approximately 19.20% [3] Shareholder Actions - Guangdong Hongda's subsidiary plans to acquire 60% equity of Changzhilin [3] - Ningbo Energy intends to acquire a total of 41% equity of Yongneng Comprehensive Energy [3] - Tianyang Technology plans to invest to acquire 51% equity of Moshuzhiqing [3] - ST Lutong's specific shareholders plan to reduce their holdings by a total of no more than 3.27% [3] - Jiuliang Co., Ltd.'s shareholders plan to reduce their holdings by a total of no more than 3% [3] - Ailis's employee stock ownership platform plans to reduce a total of no more than 13.5 million shares [3] - Huaxia Happiness's shareholders plan to reduce their holdings by a total of no more than 3% [3] Other Developments - Sanxin Medical plans to use the raised funds for the expansion project of producing 10 million blood dialysis membranes and 10 million blood dialysis devices [3]
华夏幸福基业股份有限公司关于重大资产出售暨关联交易实施进展情况的公告
Shang Hai Zheng Quan Bao· 2025-08-08 19:21
Group 1 - The core point of the announcement is the progress of a major asset sale and related transactions by the company, which is part of its debt restructuring plan [2][6][7] - The company has established a trust plan to offset financial debts totaling up to 240.01 billion yuan, using the equity and debts of its subsidiary as collateral [2][9] - The asset collection and trust establishment were completed on November 21, 2023, with the equity and debts delivered to the trust company [8] Group 2 - As of the announcement date, the company has completed debt offset transactions amounting to 223.48 billion yuan, with ongoing work for the remaining 16.53 billion yuan [9][10] - The company has adhered to regulatory requirements by disclosing relevant information and responding to inquiries from the Shanghai Stock Exchange [4][5] - The board of directors has approved the asset sale and related transactions through multiple meetings, ensuring compliance with legal and regulatory frameworks [3][5] Group 3 - The company has a significant shareholder, China Ping An Life Insurance Co., holding 25.14% of the total shares, which may influence market dynamics [14] - The major shareholder plans to reduce its holdings by up to 117.41 million shares, representing no more than 3% of the total share capital, over a three-month period [15] - The reduction will be executed through block trades and centralized bidding, with specific limits on the amount that can be sold within certain time frames [15]
A股公告精选 | 3天2板洪田股份(603800.SH)提示风险
智通财经网· 2025-08-08 12:00
Group 1 - Liou Co., Ltd. plans to use up to 3 billion yuan of its own funds for securities investment, including new stock placements, stock and bond investments, and entrusted financial management [1] - Anke Biotech's subsidiary has developed PA3-17 injection, which has been included in the list of proposed breakthrough therapeutic products by the National Medical Products Administration, showing an objective response rate of 84.6% in clinical trials [2] - Shuangyi Technology reported a net profit of 99.87 million yuan for the first half of 2025, a year-on-year increase of 324.5%, driven by increased domestic wind power installations and overseas demand for large MW wind turbines [3] Group 2 - Chuangyuan Co., Ltd. stated that the impact of its new products launched in collaboration with domestic animation IPs on revenue and profit is limited in the short term [4] - Puyuan Precision plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its competitiveness and international brand image [5] - Tianyang Technology acquired a 51% stake in Moshuzhijing for 30.6 million yuan, aiming to enhance R&D and expand into international markets [6] Group 3 - Wanxing Technology also plans to issue H-shares and list on the Hong Kong Stock Exchange to further its globalization strategy [8] - Tianfu Communication's shareholder plans to transfer 1.27% of shares due to personal funding needs, with a transfer price based on the average stock price [9] - Hongtian Co., Ltd. reported that orders for its mask and glass substrate equipment have not yet generated revenue or profit [10] Group 4 - Jihua Group is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations, clarifying that its main business does not involve brain-computer interface technology [11] - Innovation Medical reported a net loss of 11.36 million yuan for the first half of 2025, an improvement from the previous year's loss of 16.03 million yuan [12] - Shuoshi Biotech's net profit decreased by 86.35% year-on-year, with a proposed cash dividend of 34 yuan per 10 shares [13] Group 5 - Furi Electronics achieved a net profit of 22.08 million yuan in the first half of 2025, recovering from a loss of 93.51 million yuan in the same period last year, driven by improved gross margins in its LED display business [14] - Shiyun Circuit's shareholder plans to reduce its stake by up to 3% [15] - Huaxia Happiness's shareholders plan to reduce their holdings by up to 3% [16] - Henggong Precision's shareholder intends to reduce its stake by up to 3% [17]
华夏幸福(600340.SH):平安人寿与平安资管拟减持不超3%股份
智通财经网· 2025-08-08 11:34
Group 1 - The company, Huaxia Happiness (600340.SH), announced that it received a notice from Ping An Asset Management regarding a share reduction plan [1] - Ping An Life and Ping An Asset Management plan to reduce their holdings by no more than 117 million shares, which accounts for up to 3% of the company's total share capital [1]
华夏幸福:平安人寿与平安资管拟减持不超3%股份
Zhi Tong Cai Jing· 2025-08-08 11:25
华夏幸福(600340)(600340.SH)发布公告,近日,公司收到平安资管致送的《持股5%以上股东股份减 持计划告知函》,平安人寿与平安资管计划自公告披露之日起15个交易日后的3个月内,拟减持所持股 份不超过1.17亿股,占公司总股本比例不超过3%。 ...
华夏幸福(600340) - 华夏幸福关于重大资产出售暨关联交易实施进展情况的公告
2025-08-08 11:15
证券代码:600340 证券简称:华夏幸福 公告编号:2025-042 华夏幸福基业股份有限公司 关于重大资产出售暨关联交易实施进展情况的公告 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、准确性及完整性承担法律责任。 2024 年 1 月 25 日,公司召开第八届董事会第十七次会议、第八届监事会第 五次会议审议通过了《华夏幸福基业股份有限公司重大资产出售暨关联交易预案 及其摘要的议案》等与本次交易相关的议案,并履行了信息披露义务。具体内容 详见公司于 2024 年 1 月 26 日在上海证券交易所网站披露的相关公告。 2024 年 1 月 31 日,公司收到上海证券交易所下发的《关于华夏幸福基业股 份有限公司重大资产出售暨关联交易预案的问询函》(上证公函【2024】0118 号, 以下简称"《问询函》")并履行了信息披露义务,根据《问询函》的相关要求, 公司对有关问题进行了认真的核查、分析和研究,并逐项予以落实和回复,同时 按照《问询函》的要求对《华夏幸福基业股份有限公司重大资产出售暨关联交易 预案(修订稿)》及其摘要进行了部分补充、修改和完善,具体内 ...