证券日报网讯2月6日，黑牡丹（600510）发布公告称，截至本公告披露日，公司及子公司对外担保总额 为399481.58万元人民币(全部为公司对子公司的担保)，占上市公司最近一期经审计净资产的比例为 38.52%，其中对控股子公司担保总额为76600.00万元人民币，占上市公司最近一期经审计净资产的比例 为7.39%。除上述担保外，公司及子公司无其他对外担保，亦不存在对外担保逾期的情况。 ...

证券代码：600510 证券简称：黑牡丹 公告编号：2026-003 黑牡丹（集团）股份有限公司 关于为子公司提供担保的进展公告 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： | 担保对象一 | 被担保人名称 | 黑牡丹纺织有限公司（以下简称"黑 | | | | --- | --- | --- | --- | --- | | | | 牡丹纺织"） | | | | | 本次担保金额 | 30,000.00 万元 | | | | | 实际为其提供的担保余额 | 40,750.00 万元 | | | | | 是否在前期预计额度内 | | 是 否 | □不适用：_________ | | | 本次担保是否有反担保 | | 是 否 | □不适用：_________ | | 担保对象二 | 被担保人名称 | | | 常州达辉建设有限公司（以下简称 | | | | "达辉建设"） | | | | | 本次担保金额 | 12,000.00 万元 | | | | | 实际为其提供的担保余额 | | 0.00 万元 | ...

2月2日，黑牡丹跌5.17%，截至发稿，报9.18元/股，成交1.22亿元，换手率1.26%，总市值94.74亿元。 资料显示，黑牡丹(集团)股份有限公司位于江苏省常州市新北区长江北路562号高铁新城创智大厦，成 立日期1993年5月28日，上市日期2002年6月18日，公司主营业务涉及城镇化建设业务、纺织服装业务和 产业投资业务。主营业务收入构成为：工程施工46.67%，地产业务27.94%，纺织服装20.86%，其他 3.52%，土地前期开发1.02%。 从黑牡丹十大流通股东角度 数据显示，南方基金旗下1只基金位居黑牡丹十大流通股东。南方中证房地产ETF发起联接A（004642） 三季度减持3.82万股，持有股数653.16万股，占流通股的比例为0.63%。根据测算，今日浮亏损失约 326.58万元。 南方中证房地产ETF发起联接A（004642）成立日期2017年8月24日，最新规模1.79亿。今年以来收益 3.33%，同类排名3750/5580；近一年收益11.36%，同类排名3767/4286；成立以来亏损41.29%。 南方中证房地产ETF发起联接A（004642）基金经理为罗文杰。 截至发稿，罗 ...

证券日报网讯1月30日，黑牡丹（600510）在互动平台回答投资者提问时表示，公司设有财务中心，建 立了较为健全的财务核算体系和统一规范的财务管理制度及内部控制体系，以保障财务运作合规高效； 公司暂未建立财务共享中心，并将持续推进财务信息化建设工作。 ...

（文章来源：证券日报） 证券日报网讯 1月16日，黑牡丹在互动平台回答投资者提问时表示，根据已披露的《2025年半年度报 告》，公司在纺织业务中主要为牛仔布生产商，直接向欧盟成员国出售产品形成的收入占比极低。 ...

证券日报网讯 1月16日，黑牡丹在互动平台回答投资者提问时表示，公司一贯按照各项法律法规及相关 监管要求，不断完善公司治理体系，建立健全各项规章制度，构建分级授权决策体系，切实提升公司治 理水平，提高规范运作能力，保障公司依法合规经营。公司始终并将持续严格按照相关信息披露规则及 时履行信息披露义务。艾特网能已于2022年12月27日完成工商变更登记，不再纳入公司合并报表范围 （详见公司公告2022-092），艾特网能的相关事项不会对公司当前和可以预见的未来的业绩产生影响； 相关信息请以公司在指定信息披露媒体上海证券交易所网站及《中国证券报》《上海证券报》上刊登的 公告及定期报告为准，公司建议投资者理性投资，对市场出现的未经证实的信息审慎分析判断，防范投 资风险。 （文章来源：证券日报） ...

Group 1 - The real estate development sector increased by 0.53% on January 15, with Bright Real Estate leading the gains [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - Bright Real Estate's stock price rose by 10.09% to 3.82, with a trading volume of 410,100 shares and a transaction value of 152 million yuan [1] Group 2 - The real estate development sector experienced a net inflow of 395 million yuan from institutional investors, while retail investors saw a net outflow of 275 million yuan [2] - Major stocks in the sector showed varied performance, with Vanke A experiencing a net inflow of 235 million yuan from institutional investors, but a net outflow of 151 million yuan from retail investors [3] - Poly Development had a net inflow of 128 million yuan from institutional investors, while retail investors had a net outflow of 104 million yuan [3]

Group 1 - The stock of Heimu Dan fell by 5.02%, trading at 8.51 yuan per share, with a transaction volume of 147 million yuan and a turnover rate of 1.65%, resulting in a total market capitalization of 8.783 billion yuan [1] - Heimu Dan (Group) Co., Ltd. is located in Changzhou, Jiangsu Province, and was established on May 28, 1993, with its listing date on June 18, 2002. The company's main business involves urbanization construction, textile and apparel, and industrial investment [1] - The revenue composition of Heimu Dan's main business includes: engineering construction 46.67%, real estate 27.94%, textile and apparel 20.86%, other 3.52%, and land development 1.02% [1] Group 2 - Among the top ten circulating shareholders of Heimu Dan, a fund under Southern Fund holds a position. The Southern CSI Real Estate ETF Initiated Link A (004642) reduced its holdings by 38,200 shares in the third quarter, now holding 6.5316 million shares, which accounts for 0.63% of circulating shares [2] - The estimated floating loss for the Southern CSI Real Estate ETF Initiated Link A (004642) today is approximately 2.9392 million yuan. The fund was established on August 24, 2017, with a latest scale of 202 million yuan, and has a year-to-date return of 4.82%, ranking 2308 out of 5580 in its category [2] - The fund manager of Southern CSI Real Estate ETF Initiated Link A (004642) is Luo Wenjie, who has a cumulative tenure of 12 years and 269 days, with a total asset scale of 170.251 billion yuan. The best fund return during his tenure is 177.05%, while the worst return is -47.6% [3]

Core Viewpoint - The company, Heimu Dan (Group) Co., Ltd., reported significant declines in real estate sales and project developments for the fourth quarter of 2025, indicating challenges in the real estate market [1][2]. Group 1: Real Estate Operations - In December 2025, the company acquired approximately 56,400 square meters of state-owned land use rights through its wholly-owned subsidiary [1]. - As of the end of Q4 2025, the company had 225,200 square meters of undeveloped land, with a maximum construction area of 500,600 square meters [1]. - No new projects were started in Q4 2025, and there was no new completed area reported [2]. Group 2: Sales Performance - The company achieved a contracted sales area of 32,400 square meters in Q4 2025, a year-on-year decrease of 82.17%, with the equity contracted sales area at 25,000 square meters, down 77.11% [2]. - The total contracted sales amount was approximately RMB 417.74 million, reflecting a year-on-year decline of 71.05%, with the equity contracted sales amount at RMB 327.36 million, down 61.13% [2]. Group 3: Rental Operations - As of December 31, 2025, the company had a rental area of 246,500 square meters, with an equity rental area of 241,300 square meters [2]. - The rental income for Q4 2025 was approximately RMB 14.26 million, with the equity rental income at RMB 13.90 million [2]. Group 4: Guarantee and Financing - In December 2025, the company signed external guarantee contracts totaling RMB 346 million, primarily for its subsidiaries seeking bank loans [6]. - The company provided a joint liability guarantee of up to RMB 306 million for its subsidiary, Green Capital Real Estate, and a maximum guarantee of RMB 40 million for another subsidiary, Dahui Construction [6][10]. - The total amount of external guarantees by the company and its subsidiaries reached approximately RMB 4.01 billion, accounting for 38.66% of the latest audited net assets [13].

Core Viewpoint - Black Peony (600510) reported a significant decline in real estate operations for Q4 2025, indicating challenges in the market and potential implications for future performance [1] Group 1: Contracted Area and Amount - The contracted area for Q4 2025 was 32,400 square meters, representing a year-on-year decrease of 82.17% [1] - The equity contracted area was 25,000 square meters, showing a year-on-year decrease of 77.11% [1] - The contracted amount reached RMB 417.74 million, down 71.05% year-on-year [1] Group 2: Rental Income and Area - As of December 31, 2025, the company's rental area was 246,500 square meters, with an equity rental area of 241,300 square meters [1] - The rental income for Q4 2025 was RMB 14.26 million, with equity rental income amounting to RMB 13.90 million [1]