| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600606 | 绿地控股 | - 1.88 | -2.59% | 140.51万 | 2.67亿 | | 600692 | 亚通股份 | 7.74 | -2.03% | 10.79万 | 8393.67万 | | 002244 | 滨江集团 | 9.79 | -1.90% | 26.45万 | 2.62亿 | | 600773 | 西藏城投 | 10.70 | -1.65% | 14.93万 | 1.61亿 | | 000014 | 沙河股份 | 12.22 | -1.61% | 8.18万 | 1.01亿 | | 600748 | 上实发展 | 3.40 | -1.45% | 14.01万 | 4773.74万 | | 002146 | 荣盛发展 | 1.39 | -1.42% | 101.91万 | 1.43亿 | | 000069 | 华侨城 A | 2.26 | -1.31% | 66.29万 | 1.50亿 | | 600641 | 万 ...

证券代码：002271 证券简称：东方雨虹 公告编号：2025-071 北京东方雨虹防水技术股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、债务重组概述 北京东方雨虹防水技术股份有限公司（以下简称"公司"）为加快债权清收， 实现资金回笼，改善资产结构，优化公司财务状况，保障公司及全体股东利益， 公用房、车位、持有的股权资产等（以下简称"抵债资产"）用于抵偿其所欠付 公司款项，相关债权的账面价值共计 83,870.21 万元，其中已过户房产对应债权 账面价值 58,902.67 万元、股权资产对应债权账面价值 21,122.56 万元、未过户 已售出或已抵出资产对应债权账面价值 3,844.98 万元；公司作为债权人与相关 债务人签订折让协议涉及相关债权的账面价值为 70.84 万元；此外，公司作为债 务人向债权人抵出抵债资产或自有房产用于抵偿公司欠款，相关债务的账面价值 共计 5,856.33 万元，以上交易构成债务重组（统称"本次债务重组"）。 本次债务重组，公司作为债权人的债务重组账面价值共计 83,941.05 万元， 占公司最近一期经 ...

Core Viewpoint - The real estate market in China is experiencing a significant downturn, with the top 100 real estate companies reporting a total sales revenue of 20,730.1 billion yuan from January to July 2025, reflecting a year-on-year decline of 13.3% [1] Group 1: Sales Performance - In July 2025, the sales revenue of the top 100 real estate companies also saw a decline, with a year-on-year drop of 18.2% [1] - The average sales revenue for the top 10 real estate companies in the first seven months was 1,010.3 billion yuan, down 13.6% year-on-year [2] - Among the top 20 real estate companies, only seven firms, including Jianfa Real Estate and Yuexiu Property, reported an increase in sales, while the rest experienced varying degrees of decline [2][3] Group 2: Company Rankings and Changes - Companies like Jindi Group and New Town Holdings saw their sales drop by over 50%, causing them to fall out of the top 20 rankings [3] - Poly Developments, China Overseas Property, and China Resources Land experienced sales declines between 10% and 20%, aligning with industry trends [4] - The top 20 real estate companies saw a reshuffling in rankings, with nine companies improving their positions, while six companies, including Vanke and Longfor Group, saw their rankings decline [4] Group 3: Future Market Outlook - The Central Political Bureau's recent meeting emphasized maintaining policy continuity and stability, suggesting that more supportive measures may be introduced to stabilize the market [5] - The new housing market is expected to continue experiencing low transaction volumes in August, with significant differentiation between cities and projects [5]

Core Insights - The real estate development sector experienced a decline of 3.2% on July 31, with Air Port Co. leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Market Performance - The following stocks in the real estate development sector showed notable price changes: - *ST Nan Zhi: Closed at 2.80, up 3.32% with a trading volume of 461,900 shares and a turnover of 129 million yuan [1] - *ST Rong Kong: Closed at 7.95, up 2.98% with a trading volume of 27,000 shares and a turnover of 21.31 million yuan [1] - Air Port Co.: Closed at 11.56, down 6.17% with a trading volume of 266,200 shares and a turnover of 313 million yuan [2] - China Merchants Shekou: Closed at 8.70, down 5.64% with a trading volume of 1,542,800 shares and a turnover of 1.362 billion yuan [2] Capital Flow - The real estate development sector saw a net outflow of 1.767 billion yuan from institutional investors, while retail investors had a net inflow of 1.084 billion yuan [2] - The following stocks had significant capital flows: - Electronic City: Net inflow from institutional investors was 60.77 million yuan, while retail investors had a net outflow of 54.99 million yuan [3] - China National Foreign Trade: Net inflow from institutional investors was 6.88 million yuan, while retail investors had a net outflow of 14.49 million yuan [3]

Group 1 - The 2025 Fortune Global 500 list has a revenue threshold of $32.2 billion, which is an increase of $100 million from the previous year [1] - Walmart ranks first globally for the 12th consecutive year, followed by Amazon and State Grid Corporation of China in second and third place respectively [1] - China has 130 companies on the list, ranking second after the United States, which has 138 companies [4][5] Group 2 - Beijing leads globally with 47 companies on the list, followed by Tokyo with 26 and New York with 14 [8][9] - The notable companies from Beijing include State Grid, PetroChina, and Industrial and Commercial Bank of China [8] - The total revenue of Chinese companies on the list is approximately $10.7 trillion, a year-on-year decrease of 3% [7] Group 3 - Three real estate companies made the list: Vanke, Country Garden, and Greenland Holdings, with Country Garden returning to the list [3] - The Guangdong-Hong Kong-Macao Greater Bay Area has 23 companies on the list, with Shenzhen having the highest number at 9 [21][22] - The average revenue of Chinese companies on the list is $82 billion, lower than the average of $105.8 billion for U.S. companies [7] Group 4 - The distribution of companies in China shows that 49 are located in the Beijing-Tianjin-Hebei region, 27 in the Yangtze River Delta, and 23 in the Guangdong-Hong Kong-Macao Greater Bay Area, accounting for 76.2% of the total [19] - The top provinces for companies on the list are Beijing (47), Guangdong (18), and Shanghai (12) [19] - The list includes companies from various sectors, with notable representation from technology, finance, and energy [25][26]

Group 1 - The China Securities Regulatory Commission (CSRC) has optimized the registration review process for Hong Kong mutual recognition funds to enhance investor protection and ensure stable operations of these funds, requiring a minimum asset scale of 200 million RMB in the year prior to application [1] - Several small and medium-sized public fund companies have begun shutting down their mobile applications due to low user engagement and high operational costs, with companies like Ping An Fund and Guotai Junan Fund announcing similar plans [1] Group 2 - The Ministry of Finance has allocated a budget of approximately 90 billion RMB for childcare subsidies this year, with the central government covering about 90% of the funding needed for local governments [2] - In the first half of the year, 10 healthcare companies have listed in Hong Kong, raising a total of 2.1 billion USD, while 35 more companies have submitted listing applications [2] - A report indicates that by 2024, the revenue share of self-developed Chinese games from overseas sales is expected to reach 33.62%, with the Chinese and US gaming markets projected to be worth 47 billion USD and 46.1 billion USD respectively [2] Group 3 - Giant Star Legend has announced a partnership with Yushu Technology to develop consumer-grade robots, with plans to allocate approximately 38.2% of their recent fundraising for expanding retail channels, including vending machines and smart devices [3] - Huawei has launched its new flagship tablet, the MatePad Pro, featuring HarmonyOS 5 and starting at a price of 3,999 RMB [3] Group 4 - Greenland Holdings has refuted rumors regarding its CEO's disappearance, confirming that he is on personal leave but remains in his position [4] - Glencore plans to cut costs by 1 billion USD and has raised its long-term profit forecast for its commodities trading division for the first time since 2017, with expected profits now between 2.3 billion and 3.5 billion USD [4] - Zhongwang Software is facing a copyright infringement lawsuit from Autodesk in the US, which the company intends to contest vigorously [4] Group 5 - Pudong Construction reported a 1.89% decrease in the number of new engineering projects signed in Q2, with a 22.53% drop in project value to 3.278 billion RMB [5] - Anhui Construction announced a slight increase of 0.65% in new contract value for its engineering business, totaling 33.523 billion RMB [5] - Sinopec Oilfield Services has won a contract worth 3.597 billion RMB for a natural gas pipeline project, accounting for 4.44% of its projected revenue for 2024 [5] - Inner Mongolia Huadian reported a decline in revenue by 8.75% to 9.827 billion RMB and a net profit drop of 11.91% to 1.557 billion RMB for the first half of the year [5] Group 6 - Weihong Co. reported a 9.51% increase in revenue to 260 million RMB for the first half of the year, but a 28.86% decrease in net profit to approximately 29.25 million RMB [6] Group 7 - The Shanghai Composite Index rose by 0.17% despite a mixed performance in the market, with significant declines in high-profile stocks, while sectors like film, oil and gas, and baby products saw gains [7]

Group 1: Company Announcements - Zhixiang Jintai received approval for clinical trials of its drug, Sileweimi Monoclonal Antibody Injection, for passive immunity in children and adolescents exposed to suspected rabies virus [1] - Liyuan Technology's actual controller, Shen Wanzhong, received a criminal judgment for violating information disclosure laws, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million yuan [1] - Shijia Photon reported a net profit of 217 million yuan for the first half of 2025, a year-on-year increase of 1712% [2] - Xinghua New Materials expects a net profit of 75 million to 85 million yuan for the first half of 2025, representing a year-on-year growth of 12.37% to 27.36% [3] - Greenland Holdings achieved a contract sales amount of 21.752 billion yuan in the second quarter, a year-on-year increase of 16.93% [4] Group 2: Shareholder Actions - Bluefeng Biochemical announced that a shareholder plans to reduce its stake by up to 2.61% [5] - Jiahe Meikang's shareholder intends to reduce its stake by up to 3% [5] - Lakaala reported that Lenovo Holdings reduced its stake by 535,960 shares, representing 0.68% of the total share capital [12] - Anji Food's controlling shareholder plans to reduce its stake by up to 2% [16] - Tongding Interconnect's shareholder plans to reduce its stake by up to 2.08% [20] Group 3: Strategic Partnerships and Investments - Yitian Intelligent signed distribution agreements with SMEG and Simico for a three-year period [6] - Daoshi Technology entered into a strategic cooperation agreement with Nengsida and Chipason to collaborate on materials for humanoid robot components [22]

【#绿地控股辟谣执行总裁陈军失联#】 近期有个别网络自媒体文章，称绿地控股执行总裁陈军疑似"失 联"。对此，绿地控股表示，相关网络信息为不实消息。截至目前，陈军仍然在公司正常履职，但由于 其个人家庭原因，向公司申请了事假。（智通财经） ...

（声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 出品丨21财经客户端 南财快讯工作室 编辑丨黎雨桐 实习生郑莹莹 育儿补贴，真金白银为生育减负 公募FOF调仓动向曝光 "茅台八仙之一"，被公开除名 SFC 21君荐读 对此，绿地控股向以投资者身份采访的21财经·南财快讯记者表示，陈军目前仍在公司履职， 公司能够正常与其取得联系，但由于其个人家庭原因，向公司申请了事假。 公开资料显示，陈军为绿地控股资深高管，长期在绿地体系工作，曾先后历任西安（西北）房 地产事业部总经、绿地集团总裁助理、副总裁、执行副总裁，并于2015年起担任绿地控股执行 总裁，同时兼任绿地大基建集团总裁、绿地香港董事局主席等职务。 今年5月，绿地控股第十一届董事会决议公告显示，陈军继续被聘任为执行总裁，任期与董事 会一致。 二级市场方面，7月30日，绿地控股股价一度涨至7.39%，随后快速震荡回落。截至收盘，股 价由涨转跌，微跌0.49%，报2.02元/股。 记者丨 见习记者李益文 编辑丨叶映橙 7月30日，《辟谣财知道》注意到，近期市场有传言称，绿地控股（600606.SH）执行总裁陈 军自5月下旬后便处于失联状态。 ...

Group 1 - The core point of the article is that recent rumors about the alleged disappearance of Chen Jun, the Executive President of Greenland Holdings, are false, and he is currently on personal leave while continuing to fulfill his duties at the company [2] - Chen Jun has a long history with Greenland Holdings, having held various senior positions since 2015, including Executive President and Chairman of Greenland Hong Kong [2] - The company's board confirmed in May that Chen Jun was reappointed as Executive President, with his term aligned with the board's [3] Group 2 - On July 30, Greenland Holdings' stock price rose to 7.39% before experiencing a quick decline, closing down 0.49% at 2.02 yuan per share [3]