SHIBEI HI-TECH(600604)
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2026年一切都在变好!行业周期低谷恰逢转机,二手房成交稳增+政策红利共振,租售同权板块迎来强势复苏新起点
Xin Lang Cai Jing· 2026-02-04 12:19
Group 1 - Iwojia (000560) is a leading real estate agency in China, established in 2000, focusing on property leasing, second-hand housing transactions, new house agency, and home services, benefiting from the rental and sales rights policy [1][33] - The company has over 3,000 offline stores and has served more than 10 million families, with its "Xiangyu" brand managing over 400,000 rental units [1][33] - Future prospects include market share expansion due to the deepening of rental and sales rights policies and enhanced service experience through digital tools [1][33] Group 2 - Huafa Group (600325) is a well-established real estate company under the Zhuhai State-owned Assets Supervision and Administration Commission, focusing on real estate development and property services, primarily in the Guangdong-Hong Kong-Macao Greater Bay Area [2][34] - The company actively participates in the rental and sales rights sector with its "Huafa Youjia" rental brand and is involved in urban renewal and industrial support projects [2][34] - Future outlook includes value reassessment of land reserves and profit growth from the expansion of rental business [2][34] Group 3 - Caixin Development (000838) is a listed platform under Chongqing Caixin Group, focusing on real estate development and urban renewal, primarily in the Chengdu-Chongqing economic circle [3][35] - The company integrates into the regional housing rental system through self-owned apartment projects and affordable housing cooperation [3][35] - Future prospects include long-term value release from land reserves and urban renewal projects, with rental business expansion opening new growth opportunities [3][35] Group 4 - China Merchants Shekou (001979) is a flagship real estate platform under China Merchants Group, focusing on real estate development and commercial operations, primarily in key urban clusters [4][36] - The company has over 20,000 rental units under its "Yijian" brand and is deeply involved in the construction of affordable rental housing [4][36] - Future outlook includes profit growth from the expansion of rental business and asset revitalization through REITs pilot projects [4][36] Group 5 - Chengdu Investment Holdings (600649) is a city construction and operation platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on real estate development and water operations [5][37] - The company actively responds to policy directions through affordable housing projects and long-term rental operations [5][37] - Future prospects include expansion of rental business scale and long-term value release from urban renewal projects [5][37] Group 6 - Binjiang Group (002244) is a leading real estate company in Hangzhou, focusing on high-quality residential development and commercial operations [6][39] - The company actively participates in the housing rental market through self-owned commercial properties and long-term rental projects [6][39] - Future outlook includes value reassessment of land reserves and profit growth from rental business expansion [6][39] Group 7 - Sealand (002285) is a leading comprehensive real estate service provider in China, focusing on property agency, rental services, and asset operation [7][40] - The company has served over one million families and manages over 100,000 rental units under its "Hongpu Apartment" brand [7][40] - Future prospects include market share expansion and service experience enhancement through digital tools [7][40] Group 8 - Poly Developments (600048) is a flagship real estate platform under Poly Group, focusing on real estate development and property services [8][41] - The company has over 50,000 rental units under its "Poly Apartment" brand and is involved in affordable rental housing construction [8][41] - Future outlook includes profit growth from rental business expansion and financing advantages under state-owned enterprise background [8][41] Group 9 - Huangting International (000056) is a commercial real estate operator based in Shenzhen, focusing on commercial property operations and financial services [9][42] - The company actively participates in the housing rental market through self-owned commercial property transformation and long-term rental operations [9][42] - Future prospects include further opening of rental space through commercial property transformation and value release from urban renewal projects [9][42] Group 10 - Jinhe Commercial Management (603682) is a leading cultural and creative park operator, focusing on urban renewal and cultural park operations [10][43] - The company integrates into the regional housing rental system through park-affiliated apartment operations and affordable housing cooperation [10][43] - Future outlook includes growth in park-affiliated rental business and consolidation of industry position through ongoing urban renewal projects [10][43] Group 11 - Vanke A (000002) is a leading real estate company in China, focusing on real estate development and rental operations [11][44] - The company has over 200,000 rental units under its "Boyu" brand, making it one of the largest long-term rental apartment operators in China [11][44] - Future prospects include profit growth from rental business expansion and asset revitalization through REITs pilot projects [11][44] Group 12 - Tianjian Group (000090) is a city construction and operation platform under the Shenzhen State-owned Assets Supervision and Administration Commission, focusing on real estate development and urban construction [12][45] - The company actively responds to policy directions through affordable housing projects and long-term rental operations [12][45] - Future outlook includes expansion of rental business scale and long-term value release from urban renewal projects [12][45] Group 13 - ST Sunshine (000608) is an established glass manufacturing company transitioning into the new energy and real estate sectors [13][46] - The company attempts to enter the housing rental market through self-owned property transformation and affordable housing cooperation [13][46] - Future prospects include growth in rental business and recovery of overall performance through the expansion of photovoltaic glass business [13][46] Group 14 - 365 Network (300295) is a leading real estate internet service platform, focusing on property information and transaction services [14][47] - The company integrates rental housing information through its online platform, benefiting from the rental and sales rights policy [14][47] - Future outlook includes growth in online rental platform traffic and improved profitability through financial technology business expansion [14][47] Group 15 - Debi Group (300947) is a leading cultural and creative park operator, focusing on urban renewal and cultural park operations [15][48] - The company integrates into the regional housing rental system through park-affiliated apartment operations and affordable housing cooperation [15][48] - Future prospects include growth in park-affiliated rental business and consolidation of industry position through ongoing urban renewal projects [15][48] Group 16 - Changjiang Investment (600119) is a logistics and real estate platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on logistics operations and real estate development [16][49] - The company attempts to enter the housing rental market through self-owned property transformation and affordable housing cooperation [16][49] - Future outlook includes growth in rental business and performance improvement through logistics real estate appreciation [16][49] Group 17 - New Huangpu (600638) is a real estate platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on real estate development and financial services [17][50] - The company actively participates in the housing rental market through affordable housing projects and long-term rental operations [17][50] - Future prospects include expansion of rental business scale and long-term value release from urban renewal projects [17][50] Group 18 - Yueshin Health (002162) is a health real estate and elderly care service provider, focusing on health real estate development and elderly care services [18][51] - The company integrates into the regional housing rental system through health community-affiliated apartment operations and affordable housing cooperation [18][51] - Future outlook includes growth in health rental business and improved profitability through the expansion of elderly care services [18][51]
市北高新:公司未直接投资明视医疗、心迈医疗、瑞意旭联、瓴科医疗四家企业
Zheng Quan Ri Bao· 2026-01-21 13:13
(文章来源:证券日报) 证券日报网讯 1月21日,市北高新在互动平台回答投资者提问时表示,公司未直接投资明视医疗、心迈 医疗、瑞意旭联、瓴科医疗四家企业。公司投资的上海德联博健创业投资合伙企业(有限合伙)于2025 年12月分别投资了瓴科医疗科技(杭州)有限公司和明视脑机科技(苏州)有限公司。公司不参与基金 的日常经营管理,且公司在间接参股公司中投资占比较低,不会对公司经营业绩产生重大影响,敬请投 资者理性投资,注意投资风险。 ...
上海市北高新股份有限公司2025年年度业绩预亏公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-01-20 00:24
重要内容提示: ● 适用情形:净利润为负值 ● 经上海市北高新股份有限公司(以下简称"公司")财务部门初步测算,预计2025年度实现归属于母公 司所有者的净利润为-33,000万元到-28,000万元之间。 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。 (二)每股收益:0.02元。 三、本期业绩预亏的主要原因 (一)主营业务影响: ● 公司预计2025年度实现归属于母公司所有者的扣除非经常性损益后的净利润为-35,000万元到-30,000 万元之间。 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12月31日 (二)业绩预告情况: 1、经财务部门初步测算,预计2025年度实现归属于母公司所有者的净利润为-33,000万元到-28,000万元 之间,与上年同期相比,将出现亏损。 2、预计2025年度实现归属于母公司所有者的扣除非经常性损益后的净利润为-35,000万元到-30,000万元 之间。 二、上年同期业绩情况和财务状况 (一)利润总额:15,166.76万元。归属于母公司所有者的净利润:3, ...
市北高新:预计2025年净利润为-3.3亿元到-2.8亿元
Mei Ri Jing Ji Xin Wen· 2026-01-19 10:18
Group 1 - The company, Shibei Gaoxin, announced an earnings forecast indicating a net profit attributable to shareholders of the parent company for 2025 is expected to be between -330 million and -280 million yuan, signaling a loss compared to the same period last year [1] - The anticipated loss is attributed to the failure to realize sales from industrial carriers in the Shanghai region and a significant year-on-year increase in amortization costs for newly completed industrial carriers in the Jing'an International Science and Technology Community [1] - The company's operational performance is expected to decline due to these factors, leading to a reported loss for the period [1]
市北高新(600604.SH):2025年度预亏2.8亿元至3.3亿元
Ge Long Hui A P P· 2026-01-19 09:49
报告期内公司业绩预亏的原因为公司2025年度上海区域未实现产业载体销售、新竣工的静安国际科创社 区产业载体摊销成本同比大幅增加等事项,本期经营业绩出现亏损。 格隆汇1月19日丨市北高新(600604.SH)公布,经财务部门初步测算,预计2025年度实现归属于母公司所 有者的净利润为-33,000万元到-28,000万元之间,与上年同期相比,将出现亏损。预计2025年度实现归 属于母公司所有者的扣除非经常性损益后的净利润为-35,000万元到-30,000万元之间。 ...
市北高新(600604) - 2025 Q4 - 年度业绩预告
2026-01-19 09:45
Financial Performance Expectations - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between -330 million and -280 million RMB, indicating a loss compared to the previous year[3]. - The expected net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is projected to be between -350 million and -300 million RMB[3]. - In the previous year, the total profit was 151.67 million RMB, with a net profit attributable to shareholders of the parent company of 30.53 million RMB[4]. - The earnings per share for the previous year was 0.02 RMB[4]. Reasons for Expected Loss - The main reason for the expected loss is the failure to achieve sales of industrial carriers in the Shanghai area and a significant increase in amortization costs for newly completed projects[7]. Forecast Accuracy and Reporting - There are no significant uncertainties affecting the accuracy of this earnings forecast, and the registered accountant has not issued a special statement regarding the appropriateness and prudence of the earnings forecast[7]. - The forecast data is preliminary, and the specific accurate financial data will be disclosed in the audited annual report for 2025[8].
市北高新:2025年度预亏2.8亿元至3.3亿元
Ge Long Hui· 2026-01-19 09:44
报告期内公司业绩预亏的原因为公司2025年度上海区域未实现产业载体销售、新竣工的静安国际科创社 区产业载体摊销成本同比大幅增加等事项,本期经营业绩出现亏损。 格隆汇1月19日丨市北高新(600604.SH)公布,经财务部门初步测算,预计2025年度实现归属于母公司所 有者的净利润为-33,000万元到-28,000万元之间,与上年同期相比,将出现亏损。预计2025年度实现归 属于母公司所有者的扣除非经常性损益后的净利润为-35,000万元到-30,000万元之间。 ...
市北高新:2025年预计净亏损2.8亿-3.3亿元
Xin Lang Cai Jing· 2026-01-19 09:40
市北高新公告称,预计2025年度实现归属于母公司所有者的净利润为-3.3亿元到-2.8亿元,与上年 3053.09万元相比将出现亏损;扣非净利润为-3.5亿元到-3亿元。上年利润总额为1.52亿元,归属于母公 司所有者的净利润为3053.09万元。业绩预亏主因2025年上海区域未实现产业载体销售、新竣工产业载 体摊销成本同比大幅增加。预告数据为初步核算,具体以经审计的年报为准。 ...
市北高新跌2.01%,成交额4717.90万元,主力资金净流出1071.76万元
Xin Lang Cai Jing· 2026-01-15 03:14
Core Viewpoint - The stock of Shibei Gaoxin has experienced fluctuations, with a recent decline of 2.01% and a total market value of 10.94 billion yuan, reflecting mixed performance in the real estate sector [1]. Group 1: Stock Performance - As of January 15, Shibei Gaoxin's stock price is 5.84 yuan per share, with a trading volume of 47.18 million yuan and a turnover rate of 0.57% [1]. - Year-to-date, the stock has increased by 5.42%, but it has decreased by 3.31% over the last five trading days and by 10.57% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Shibei Gaoxin reported a revenue of 816 million yuan, representing a year-on-year growth of 8.58%, while the net profit attributable to shareholders was -187 million yuan, a decrease of 91.50% compared to the previous year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Shibei Gaoxin is 86,400, a decrease of 0.52% from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 2.23 million shares, and Southern CSI Real Estate ETF, which decreased its holdings by 87,900 shares [3].
市北高新:公司尚无REITs的具体实施计划
Zheng Quan Ri Bao· 2026-01-07 12:38
证券日报网讯 1月7日,市北高新在互动平台回答投资者提问时表示,截至目前,公司尚无REITs的具体 实施计划。 (文章来源:证券日报) ...