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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
(来源:淘金ETF) 1. 我爱我家(000560) 是国内房产经纪龙头企业,成立于2000年,依托线下超3000家门店的网络布局,主营业务聚焦房产租 赁、二手房交易、新房代理及家居服务,是租售同权政策的核心受益标的。作为行业首批参与住房租赁 试点的企业,公司已累计服务超千万家庭,旗下"相寓"品牌在长租公寓领域具备显著规模优势,管理房 源超40万套。除租售同权外,公司还叠加了社区经济、数字化转型等热点概念,通过"线上平台+线下 门店"的模式提升运营效率。未来看点在于,随着租售同权政策深化,公司凭借成熟的租赁服务体系和 房源储备,有望进一步抢占市场份额,同时数字化工具的持续投入将推动服务体验升级,在行业周期复 苏中率先受益。 2. 华发股份(600325) 是珠海国资委旗下的老牌房企,成立于1992年,主营业务聚焦房地产开发、商业运营及物业服务,核心 布局粤港澳大湾区,是区域型房企的代表。作为租售同权板块的重要参与者,公司通过自持商业物业与 长租公寓项目,积极响应政策导向,旗下"华发优家"租赁品牌已落地多个核心城市。除租售同权外,公 司还叠加了大湾区建设、国企改革等热点概念,依托珠海本土资源优势,深度参与城市更 ...
汇通能源:公司未建立财务共享中心
Zheng Quan Ri Bao· 2026-01-28 12:43
(文章来源:证券日报) 证券日报网讯 1月28日,汇通能源在互动平台回答投资者提问时表示,截至目前,公司未建立财务共享 中心。公司已建立规范的财务管理制度,拥有独立的财务核算管理系统。后期公司将根据企业经营实际 情况,在价值最大化的驱动下,加快财务数字化转型,进一步提升和优化公司财务管理能力。 ...
汇通能源:截止目前公司未建立财务共享中心
Ge Long Hui· 2026-01-28 10:40
格隆汇1月28日丨汇通能源(600605.SH)在投资者互动平台表示,截止目前,公司未建立财务共享中心。 公司已建立规范的财务管理制度,拥有独立的财务核算管理系统。后期公司将根据企业经营实际情况, 在价值最大化的驱动下,加快财务数字化转型,进一步提升和优化公司财务管理能力。 ...
汇通能源(600605.SH):截止目前公司未建立财务共享中心
Ge Long Hui· 2026-01-28 10:05
格隆汇1月28日丨汇通能源(600605.SH)在投资者互动平台表示,截止目前,公司未建立财务共享中心。 公司已建立规范的财务管理制度,拥有独立的财务核算管理系统。后期公司将根据企业经营实际情况, 在价值最大化的驱动下,加快财务数字化转型,进一步提升和优化公司财务管理能力。 ...
今日晚间重要公告抢先看——钧达股份称钙钛矿光伏技术在太空极端环境下的综合成本效益仍有待验证;奥特维称目前“太空光伏”尚处初期探索和研发阶段,产业化进程仍面临较大不确定性
Jin Rong Jie· 2026-01-23 14:10
Group 1 - JunDa Co., Ltd. announced that the comprehensive cost-effectiveness of perovskite photovoltaic technology in extreme space environments remains to be verified [2][5] - The company has invested 30 million yuan to acquire a 16.67% stake in Starwing Chip Energy, but no formal business agreement has been signed for space photovoltaic projects [2][5] - The technology shows potential advantages in lightweight, low cost, and high radiation resistance, but long-term reliability and cost-effectiveness in space are still uncertain [2][5] Group 2 - Aotewei stated that the "space photovoltaic" sector is still in the early exploration and research phase, with significant uncertainties in the industrialization process [3] - The company emphasized that product development to commercial application requires a considerable period, and the impact of related positive expectations on actual operating performance is highly uncertain [3] Group 3 - Tongyu Communications announced its participation in the A1 round financing of Beijing Blue Arrow Hongqing Technology, investing 30 million yuan for a 1.8293% stake [3] - The company will transition from direct to indirect ownership of Hongqing Technology through a partnership agreement [3] Group 4 - Huajin Technology received approval from the China Securities Regulatory Commission for the issuance of H-shares, planning to issue up to 101,573,100 shares [4] - Trina Solar announced a change in the use of remaining raised funds, reallocating 1.7 billion yuan to a new project for distributed smart photovoltaic power station construction [4][5] Group 5 - Yunnan City Investment plans to publicly transfer a 10.5% stake in Qicai Company with a base price of 293 million yuan [6] - Zijin Mining announced the completion of the second phase of the Giant Dragon Copper Mine, increasing production capacity to 350,000 tons per day [6] Group 6 - Shuaifeng Electric expects a net profit loss of 43 million to 62 million yuan in 2025, with potential delisting risk warnings for its stock [7] - Anqi Yeast plans to invest 222 million yuan in a green manufacturing project for yeast products with an annual output of 12,000 tons [7] Group 7 - Zhengzhou Coal and Electricity announced the cessation of production at the Chaohua Coal Mine due to resource depletion and safety risks, expecting a 311 million yuan impairment loss [8] - Oujing Technology announced partial production line shutdowns at its subsidiaries to reduce losses and operating costs [8] Group 8 - North Car Blue Valley plans to invest in the construction of a high-end platform model industrialization and digital upgrade project with a total investment of 1.991 billion yuan [9] - Jingzhida signed a significant contract worth 1.311 billion yuan for semiconductor testing equipment [9] Group 9 - Yanghe Co. announced a cash dividend plan for 2025-2027, committing to distribute no less than 100% of net profit each year [10] - Yanghe Co. also projected a net profit decline of 62.18% to 68.30% for 2025 due to market adjustments and increased channel inventory [10] Group 10 - Huitong Energy expects a net profit decrease of 69.51% to 75.82% for 2025, primarily due to the absence of non-recurring income from property relocation rewards [11] - Dahua Co. reported a net profit increase of 32.65% for 2025, driven by business optimization and cost control [12] Group 11 - Hangzhou Bank reported a net profit increase of 12.05% for 2025, maintaining a stable non-performing loan ratio [12] - Aotejia expects a net profit increase of 41.85% to 79.67% for 2025, supported by sales growth and cost control measures [12] Group 12 - Shenke Co. anticipates a net profit increase of 65.75% to 98.9% for 2025, benefiting from overseas strategy and revenue growth [13] - Pioneering Technology expects a net profit increase of 50.82% to 109.21% for 2025, driven by product technology iterations and market expansion [13] Group 13 - Shanchuang Technology expects a net profit increase of 81.77% to 134.78% for 2025, fueled by demand for enterprise-level storage products [14] - Anshuo Information anticipates a net profit increase of 52.44% to 98.83% for 2025, with government subsidies contributing to the growth [14] Group 14 - Zhongwei Company expects a net profit increase of 28.74% to 34.93% for 2025, driven by increased customer recognition of its plasma etching equipment [15] - Jingfang Technology anticipates a net profit increase of 44.41% to 52.32% for 2025, benefiting from the automotive industry's growth [16] Group 15 - Fuda Alloy expects a net profit increase of 119.14% to 219.95% for 2025, driven by strong demand in emerging applications [17] - Feirongda anticipates a net profit increase of 57.23% to 83.43% for 2025, supported by stable growth in communication and cooling business [17] Group 16 - Licheng Performing Arts expects a net profit decrease of 12.75% to 32.21% for 2025, impacted by regional travel environment fluctuations [22] - Lisheng Pharmaceutical anticipates a net profit increase of 116.77% to 138.44% for 2025, driven by market expansion and product sales [23] Group 17 - JMC reported a net profit decrease of 22.71% for 2025, despite a 2.07% increase in total revenue [27] - Daoshi Technology expects a net profit increase of 206.01% to 269.76% for 2025, driven by overseas business expansion [28] Group 18 - Jin Kai New Energy plans to repurchase shares worth 500 million to 600 million yuan, with a maximum repurchase price of 7.5 yuan per share [29] - Longyun Co. announced a stock suspension due to plans to acquire a 58% stake in Yuheng Film Industry [30]
汇通能源:2025年净利润同比预降69.51%到75.82%
人民财讯1月23日电,汇通能源(600605)1月23日公告,公司预计2025年度实现归属于母公司所有者的 净利润为2300万元到2900万元,同比减少69.51%到75.82%。2024年,公司平凉路624号的房屋进行了征 迁,奖励补贴计入营业外收入,本期公司无计入营业外收入的物业征迁奖励补贴,导致非经常性损益同 比减少。 ...
汇通能源:预计2025年度净利润同比减少69.51%到75.82%
Ge Long Hui· 2026-01-23 10:50
(原标题:汇通能源(600605.SH):预计2025年度净利润同比减少69.51%到75.82%) 格隆汇1月23日丨汇通能源(600605.SH)公布,公司预计2025年度实现归属于母公司所有者的净利润为 2,300万元到2,900万元,同比减少69.51%到75.82%。预计2025年度实现归属于母公司所有者的扣除非经 常性损益的净利润为1,700万元到2,200万元,同比增加-2.04%到26.78%。 公司本期业绩变化的主要原因为:2024年,公司平凉路624号的房屋进行了征迁,奖励补贴计入营业外 收入,本期公司无计入营业外收入的物业征迁奖励补贴,导致非经常性损益同比减少。 ...
汇通能源(600605) - 2025 Q4 - 年度业绩预告
2026-01-23 10:35
证券代码:600605 证券简称:汇通能源 公告编号:2026-008 上海汇通能源股份有限公司 2025 年年度业绩预告 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: 1、业绩预告的适用情形:实现盈利,且净利润与上年同期相比下降 50%以 上。 2、上海汇通能源股份有限公司(以下简称"公司")预计 2025 年度实现归 属于母公司所有者的净利润为 2,300 万元到 2,900 万元,与上年同期(法定披露 数据)相比,将减少 6,610.26 万元到 7,210.26 万元,同比减少 69.51%到 75.82%。 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的净利润为 1,700 万元到 2,200 万元,与上年同期(法定披露数据)相比,将增加-35.35 万元 到 464.65 万元,同比增加-2.04%到 26.78%。 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。 经财务部门初步测算: 1、公司预计 2025 年度实现归 ...
汇通能源(600605.SH):预计2025年度净利润同比减少69.51%到75.82%
Ge Long Hui A P P· 2026-01-23 10:34
公司本期业绩变化的主要原因为:2024年,公司平凉路624号的房屋进行了征迁,奖励补贴计入营业外 收入,本期公司无计入营业外收入的物业征迁奖励补贴,导致非经常性损益同比减少。 格隆汇1月23日丨汇通能源(600605.SH)公布,公司预计2025年度实现归属于母公司所有者的净利润为 2,300万元到2,900万元,同比减少69.51%到75.82%。预计2025年度实现归属于母公司所有者的扣除非经 常性损益的净利润为1,700万元到2,200万元,同比增加-2.04%到26.78%。 ...
汇通能源:2025年全年净利润同比预减69.51%—75.82%
南财智讯1月23日电,汇通能源发布年度业绩预告,预计2025年全年归属于上市公司股东的净利润为 2300万元—2900万元,同比预减69.51%—75.82%;预计2025年全年归属于上市公司股东的扣除非经常 性损益的净利润为1700万元—2200万元,同比预增-2.04%—26.78%,公司本期业绩变化的主要原因为: 2024年,公司平凉路624号的房屋进行了征迁,奖励补贴计入营业外收入,本期公司无计入营业外收入 的物业征迁奖励补贴,导致非经常性损益同比减少。 ...