Core Viewpoint - The announcement presents the unaudited financial data for Shanghai Aijian Trust Co., Ltd. for the first half of 2025, highlighting a significant decline in revenue and profits compared to the same period last year [1]. Financial Data Summary - Total operating revenue for the first half of 2025 was approximately 265.71 million RMB, a decrease of 36.97% from 421.53 million RMB in the same period last year [3]. - Operating profit fell to approximately 56.00 million RMB, down 69.84% from 185.71 million RMB year-on-year [3]. - Total profit amounted to approximately 54.39 million RMB, representing a 70.60% decrease from 185.02 million RMB in the previous year [3]. - Net profit for the period was approximately 40.59 million RMB, a decline of 68.81% compared to 130.12 million RMB in the same period last year [3]. Asset and Equity Summary - As of June 30, 2025, total assets were approximately 8.60 billion RMB, reflecting a slight increase of 0.43% from 8.57 billion RMB at the beginning of the year [3]. - Owner's equity stood at approximately 7.38 billion RMB, up 0.55% from 7.34 billion RMB at the start of the year [3]. Operational Performance Explanation - The decline in revenue and profits is primarily attributed to a decrease in interest income and commission fees [4]. - The increase in total assets is mainly due to a rise in interbank placements [4]. - The increase in owner's equity is attributed to the rise in profits [4].

证券代码：600643 证券简称：爱建集团 公告编号：临 2025-032 上海爱建集团股份有限公司 关于 2024 年年度报告的信息披露监管问询函 的回复公告 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个别及连带责任。 上海爱建集团股份有限公司（以下简称"爱建集团"、"公司"或"本公司"） 于近日收到上海证券交易所下发的《关于上海爱建集团股份有限公司2024年年度 报告的信息披露监管问询函》（上证公函【2025】0793号，以下简称"问询函"）。 根据相关要求，公司会同年审会计师事务所立信会计师事务所（特殊普通合 伙）逐项认真核查问询函中所提及的相关问题，现就相关问题回复如下： 问询函问题一：关于企业合并。年报显示，公司于 2024 年 12 月收购上海浦 竞企业管理中心（有限合伙）60%股权，被收购企业于购买日可辨认净资产账面 价值为-9.42 亿元，公允价值为 1.35 亿元，评估增值额达 10.76 亿元；本次合 并对价为现金 0.9 亿元，确认营业外收入 0.45 亿元。同时，合并使得期末无形 资产账面价值较上期末增加 1 ...

Shanghai Aijian Group Co., Ltd. 2025 Semi-Annual Performance Forecast [Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts a 33.26% year-on-year decrease in H1 2025 net profit attributable to shareholders, with core business profitability sharply declining by 91.94% after non-recurring items Performance Forecast Summary | Indicator | Estimated Amount (Ten Thousand CNY) | Year-on-Year Change | | :--- | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | 14,033.97 | -33.26% | | Net Profit Attributable to Parent Company Shareholders After Deducting Non-Recurring Gains and Losses | 1,773.74 | -91.94% | - The financial data in this performance forecast are preliminary estimates by the company and have not been audited by a certified public accountant[3](index=3&type=chunk) [Prior Period Performance Overview](index=1&type=section&id=II.%20Prior%20Period%20Performance%20Overview) The company provides prior period performance as a comparative baseline, including net profit attributable to parent company shareholders and earnings per share Prior Period Performance Data | Indicator | 2024 Semi-Annual Amount (Ten Thousand CNY) | | :--- | :--- | | Total Profit | 31,421.98 | | Net Profit Attributable to Parent Company Shareholders | 21,026.38 | | Net Profit Attributable to Parent Company Shareholders After Deducting Non-Recurring Gains and Losses | 22,008.05 | | Earnings Per Share (CNY) | 0.131 | [Key Reasons for Current Period Performance Decline](index=2&type=section&id=III.%20Key%20Reasons%20for%20Current%20Period%20Performance%20Decline) The performance decline is primarily due to reduced income and profit from Aijian Trust, impacted by real estate market regulation and trust industry supervision, alongside a significant reliance on non-recurring gains - Core subsidiary Shanghai Aijian Trust Co., Ltd. experienced increased business difficulty and risk due to real estate market regulation and industry supervision, leading to a decrease in its income and net profit[5](index=5&type=chunk) - The decline in net profit after deducting non-recurring gains and losses is significantly greater than the decline in net profit attributable to parent company shareholders, indicating a substantial impact of non-recurring gains and losses (such as government subsidies, fair value changes, and disposal gains from transactional financial assets) on current period profit[5](index=5&type=chunk) [Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) The company emphasizes that the performance forecast data are unaudited preliminary estimates, with no significant uncertainties identified that could impact accuracy - The company explicitly states that these performance forecast data are preliminary estimates, unaudited by certified public accountants, and the final data will be subject to the official report[6](index=6&type=chunk)[7](index=7&type=chunk) [Other Explanatory Matters](index=2&type=section&id=V.%20Other%20Explanatory%20Matters) The company reiterates that final financial data will be based on the officially disclosed 2025 semi-annual report and advises investors to be aware of investment risks - The company's designated information disclosure media are China Securities Journal, Shanghai Securities News, and the Shanghai Stock Exchange website, reminding investors to be aware of investment risks[8](index=8&type=chunk)

立信会计师事务所(特殊普通合伙) 关于上海爱建集团股份有限公司 年报问询函的回复 信会师函字[2025]第ZA270号 上海证券交易所上市公司管理一部: 立信会计师事务所(特殊普通合伙)(以下简称"会计师"或"我 们"）于近目收到贵部对上海爱建集团股份有限公司(以下简称"爱建 集团"或"公司"）2024年度年报问询函(上证公函【2025】0793 号),根据要求对相关问题进行了认真核查,现将有关情况回复如 下: 问询函问题一:关于企业合并。年报显示,公司于 2024年12月收购 上海浦竞企业管理中心(有限合伙)60%股权,被收购企业于购买日 可辨认净资产账面价值为-9.42 亿元,公允价值为 1.35 亿元,评估增 值额达 10.76 亿元;本次合并对价为现金 0.9 亿元,确认营业外收入 0.45 亿元。同时,合并使得期末无形资产账面价值较上期末增加 19.29 亿元,具体内容为采矿权;投资性房地产账面价值较上期末增加 4.83 亿元,主要为房屋、建筑物;长期待摊费用账面价值较上期末增加 1.66 亿元,主要系林地补偿款、矿山建设费等。请公司:(1)详细说明本 次收购的原因,内部决策程序的履行情况,标的公司 ...

证券代码：600643 证券简称：爱建集团 公告编号：临 2025-030 | 项目 | 本报告期 | 上年同期 | 增减变动幅度(%) | | --- | --- | --- | --- | | 营业总收入 | 265,709,770.99 | 421,529,974.48 | -36.97 | 上海爱建集团股份有限公司 关于上海爱建信托有限责任公司 披露 2025 年半年度未经审计主要财务数据的公告 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、准确性和完整性承担个别及连带责任。 风险提示：本公告所载上海爱建信托有限责任公司 2025 年半年度主要财务 数据为初步核算数据，未经会计师事务所审计，具体数据以上海爱建集团股份有 限公司 2025 年半年度报告中披露的数据为准。投资者应注意不恰当信赖或使用 以上信息可能造成投资风险。 根据中国外汇交易中心暨全国银行间同业拆借中心《关于同业拆借市场成员 披露 2025 年半年度财务报表的通知》（中汇交发〔2025〕230 号）的规定，上海 爱建集团股份有限公司（以下简称"公司"）全资子公司上海爱建信托有限责任 ...

Core Viewpoint - Aijian Group expects a net profit attributable to shareholders of the parent company of 140 million yuan for the first half of 2025, representing a year-on-year decrease of 33.26% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is 17.7374 million yuan, a year-on-year decrease of 91.94% [1] Group 1 - The trust industry faces significant challenges in expanding real estate-related business due to ongoing regulatory controls in the real estate market and guidance in the trust industry [1] - The need for innovation and transformation within the industry is evident, but the profitability models for these transformed businesses still require exploration [1] - The performance of the company's subsidiary, Shanghai Aijian Trust Co., Ltd., has been notably impacted, leading to declines in both revenue and net profit [1]

Group 1 - The trust concept sector declined by 1.87%, ranking among the top declines in the concept sectors, with companies like WISCO Capital, Aijian Group, and New Huangpu experiencing significant drops [1][2] - Among the trust concept stocks, five showed price increases, with Pudong Development Bank, Delong Energy, and Jiangsu Guoxin rising by 2.25%, 1.81%, and 1.57% respectively [1][2] Group 2 - The trust concept sector saw a net outflow of 999.1 million yuan, with 17 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 50 million yuan [2] - The stock with the highest net outflow was Zhongyou Capital, with a net outflow of 349 million yuan, followed by WISCO Capital, COFCO Capital, and Aijian Group with net outflows of 252 million yuan, 152 million yuan, and 108 million yuan respectively [2][3] - The stocks with the highest net inflows included Pudong Development Bank, Huaguang Huaneng, and Dae Oriental, with net inflows of 191 million yuan, 52.5 million yuan, and 9.37 million yuan respectively [2][3]

截至7月9日收盘，信托概念上涨1.22%，位居概念板块涨幅第3，板块内，12股上涨，华光环能涨停， 泰达股份、中粮资本、中油资本等涨幅居前，分别上涨3.82%、3.81%、3.47%。跌幅居前的有爱建集 团、江苏国信、南天信息等，分别下跌1.47%、1.42%、1.30%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002423 | 中粮资 本 | 3.81 | 6.40 | 7875.26 | 4.08 | | 600120 | 浙江东 方 | 2.48 | 6.51 | 6580.39 | 4.78 | | 000652 | 泰达股 份 | 3.82 | 3.87 | 746.42 | 3.02 | | 600061 | 国投资 本 | 1.05 | 0.91 | 535.17 | 1.19 | | 600638 | 新黄浦 | 2.01 | 4.00 | 382.76 | 2.35 | | 600517 | ...

New Stock Issuance - Huadian New Energy (证券代码: 730930) issued shares at a price of 3.18 on July 7, 2025[1] - Jichuan Pharmaceutical (证券代码: 600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (证券代码: 603389) has a tender offer period from June 10 to July 9, 2025[1] Trading Alerts - The last trading day for TSM Jinguang (证券代码: 600190) is in 9 trading days[1] - The last trading day for TSM Jinyou (证券代码: 600462) is in 5 trading days[1] - The last trading day for TSM Gongzhi (证券代码: 000584) is in 3 trading days[1] Abnormal Fluctuations - Northern Long (证券代码: 301357) is experiencing severe abnormal fluctuations[1] - ST Dongjing (证券代码: 002199) reported abnormal fluctuations[3] - ST Yunchuang (证券代码: 835305) reported abnormal fluctuations on July 4, 2025[3]

Core Viewpoint - Aijian Group (600643) has provided a guarantee for its subsidiary, Dalian Xiangrui Six, for an amount not exceeding RMB 1.03 billion, primarily to facilitate aircraft leasing financing [2][6][8]. Group 1: Trading Information - As of July 4, 2025, Aijian Group's stock closed at RMB 6.78, with a slight increase of 0.3% [1]. - The trading volume was 1.9509 million shares, with a total transaction value of RMB 1.342 billion [1]. - On the same day, the net outflow of main funds was RMB 6.4854 million, accounting for 0.48% of the total transaction value [2][6]. - Retail investors showed a net inflow of RMB 39.4725 million, representing 2.94% of the total transaction value [2][6]. Group 2: Guarantee Announcement - Aijian Group announced a guarantee for Dalian Xiangrui Six, which is a wholly-owned subsidiary of Huari Leasing, for a financing amount of up to RMB 1.03 billion [2][6][8]. - The guarantee is intended to replace a bank loan for fixed asset financing related to an aircraft [2][6]. - The guarantee will be in the form of joint liability and will remain effective until the debtor completes the aircraft mortgage process [8]. Group 3: Financial Status of the Guaranteed Entity - Dalian Xiangrui Six was established on October 8, 2023, with a registered capital of RMB 170 million [3]. - As of 2024, the total assets were RMB 1.015356 billion, with total liabilities of RMB 858.4013 million, resulting in a net asset of RMB 156.9547 million [3]. - By March 2025, total assets increased to RMB 1.9554651 billion, with total liabilities of RMB 1.7979843 billion, leading to a net asset of RMB 157.4808 million [3]. Group 4: Board Opinion - The board of directors stated that the guarantee is necessary for the normal operation and business development of the subsidiary, enhancing its financing capabilities [5]. - As of the announcement date, the total external guarantee amount approved for Aijian Group and its subsidiaries was RMB 9.8 billion, which is 83.23% of the latest audited net assets [5]. - There are no overdue external guarantees reported by the company or its subsidiaries [5].