重庆百货大楼股份有限公司 详式权益变动报告书 上市公司名称：重庆百货大楼股份有限公司 股票上市地点：上海证券交易所 股票简称：重庆百货 股票代码：600729.SH 信息披露义务人：重庆渝欣创商业管理有限公司 住所/通讯地址：重庆市渝北区景融街 66 号渝富创新中心 A 座 6 楼 一致行动人之一：重庆渝富控股集团有限公司 住所/通讯地址：重庆市两江新区黄山大道东段 198 号 一致行动人之二：西南证券股份有限公司 住所/通讯地址：重庆市江北区金沙门路 32 号 权益变动性质：增加（国有股权无偿划转） 签署日期：二〇二五年十一月 信息披露义务人及一致行动人声明 本声明所述的词语或简称与本详式权益变动报告书"释义"部分所定义的 词语或简称具有相同的含义。 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》《公开发行证券的公司信息披露内容与格式准则第 16 号—上市公司收购报告书》及相关的法律、法规和规范性文件编写。 二、依据上述法律、法规和规范性文件的规定，本报告书已全面披露信息披 露义务人及一致行 ...

lml 中国 · 重庆市两江新区财富大道1号财富金融中心36/43层 36/43 F, Fortune Financial Center, No. 1 Fortune Avenue Liangjiang New Area, Chongqing, People's Republic of China 电话| TEL: 86-23-67887666 www.tahota.com 中国 重庆市 两江新区 财富大道 1 号财富金融中心 36 层 36/F, Fortune Financial Center, No. 1 Fortune Avenue Liangjiang New Area, Chongqing, People's Republic of China 电话 | TEL: 86-23-67887666 H 录 | 日 求……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 1 | | --- | | 释 ...

证券代码：600729 证券简称：重庆百货 公告编号：临 2025-051 重庆百货大楼股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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法律责任。 重庆百货大楼股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日发 布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 12 月 2 日 （星期二） 10:00-11:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 （一） 会议召开时间：2025 年 12 月 2 日 （星期二） 10:00-11:00 （二） 会议召开地点：上证路演中心（https://roadshow.s ...

Investment Rating - The report indicates a positive investment outlook for the retail industry, particularly highlighting strong performance in jewelry and instant retail sectors [4][8]. Core Insights - The "Double 11" e-commerce sales showed steady growth, with instant retail experiencing significant increases. Categories such as clothing, cosmetics, and jewelry performed well, with jewelry retail sales increasing by 37.6% year-on-year [4][8]. - Instant retail sales reached RMB 67 billion, marking a 138.4% increase year-on-year, driven by platforms like Meituan and Taobao [4][8]. - The report emphasizes the importance of consumption combined with technology as a key industry trend, with specific companies identified for potential investment [4][8]. Summary by Sections Overall Performance - According to the National Bureau of Statistics, online retail sales of physical goods in October increased by 4.9% year-on-year, with a slowdown of 2.4 percentage points from September [4][8]. - The total e-commerce sales during the 2025 "Double 11" promotion are projected to reach RMB 1,695 billion, a 14.2% increase year-on-year [4][8]. Category Performance - Retail sales for clothing, cosmetics, and jewelry in October showed year-on-year increases of 6.3%, 9.6%, and 37.6% respectively, indicating a strong recovery in these categories [4][8]. - Household appliances and furniture saw a decline in retail sales, with figures of -14.6% and +9.6% respectively, attributed to high base effects and timing fluctuations from national subsidies [4][8]. Key Investment Targets - The report highlights several companies as key investment targets, including jewelry leaders like Chow Tai Fook and Lao Pu Gold, as well as companies benefiting from the new consumption trend such as Gu Ming and Mixue Bingcheng [4][8].

Core Viewpoint - Chongqing Department Store announced the transfer of 111,540,705 shares from its shareholder, Chongqing Yufu Capital Operation Group, to its wholly-owned subsidiary, Chongqing Yuxin Chuang Commercial Management, to clarify the positioning of state-owned enterprises and enhance management of core responsibilities [2]. Group 1 - On October 27, 2025, Chongqing Department Store received a notice from Yufu Capital regarding the equity change [2]. - The transfer of shares is part of the reform process of Chongqing Yufu Holding Group [2]. - The agreement for the transfer was signed on November 20, 2025 [2].

2025 年 10 月 27 日，重庆百货大楼股份有限公司（以下简称"公司"或"重 庆百货"）收到股东重庆渝富资本运营集团有限公司（以下简称"渝富资本"）《关 于权益变动的告知函》。为明晰国企功能定位、完善主责主业管理，进一步深化 重庆渝富控股集团有限公司（以下简称"渝富控股"）改革，渝富控股全资子公 司渝富资本拟将其持有的 111,540,705 股重庆百货股份无偿划转至渝富控股全 资子公司重庆渝欣创商业管理有限公司（以下简称"渝欣创商管"）。 证券代码：600729 证券简称：重庆百货 公告编号：临 2025-050 重庆百货大楼股份有限公司 关于公司股东权益变动的进展公告 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。 一、本次权益变动基本情况 2025 年 11 月 21 日 具体内容详见公司于 2025 年 10 月 29 日披露的《重庆百货大楼股份有限公 司关于公司股东权益变动的提示性公告》（公告编号：临 2025-045）。 二、本次权益变动进展情况 2025 年 11 月 20 日，渝富资本与渝欣创商管签订《无 ...

Core Viewpoint - Chongqing Department Store announced a significant equity change involving the transfer of 111,540,705 shares from its shareholder Yufu Capital to Yuxin Chuang Business Management, which is pending compliance confirmation from the Shanghai Stock Exchange [1] Group 1 - The transfer of shares is a non-compensatory action, indicating a strategic move by Yufu Capital [1] - The agreement for the share transfer was signed on November 20, 2023, highlighting the timeline of the transaction [1] - Following the equity change, the company will remain without a controlling shareholder or actual controller, maintaining its current governance structure [1]

Investment Rating - The report maintains an "Overweight" rating for the retail industry [1] Core Insights - The 2025 Double Eleven sales period saw a total e-commerce sales of approximately 1,695 billion yuan, representing a year-on-year increase of 14.2%. The comprehensive e-commerce platforms accounted for 1,619.1 billion yuan, with a year-on-year growth of 12.3% [4][9] - Instant retail showed remarkable growth, with sales reaching 67 billion yuan during the Double Eleven period, marking a year-on-year increase of 138% [10][15] - Key product categories such as digital appliances, food and beverages, furniture, and pet products experienced significant growth, with pet sales reaching 9.2 billion yuan, up 59% year-on-year [15][16] Summary by Sections Weekly Industry Viewpoint - The Double Eleven sales period was extended, contributing to steady growth in total e-commerce sales. The sales period for 2025 was from October 7 to November 11, compared to October 14 to November 11 in 2024 [9] - Instant retail emerged as a highlight, with substantial growth compared to traditional e-commerce formats [10] Weekly Market Review - From November 10 to November 16, the Shenwan retail index increased by 4.06%, while the Shanghai Composite Index decreased by 0.18% [17] - Year-to-date performance shows the Shenwan retail index up by 8.43%, compared to a 19.06% increase in the Shanghai Composite Index [17][22] Company Valuation Table - The report includes a detailed valuation table for various companies in the retail sector, with specific metrics such as market capitalization and P/E ratios [24][25]

Core Viewpoint - Chongqing Department Store's stock price has shown fluctuations, with a slight year-to-date decline and recent trading activity indicating mixed investor sentiment [1][2]. Financial Performance - For the period from January to September 2025, Chongqing Department Store reported a revenue of 11.63 billion yuan, a year-on-year decrease of 10.56%, while the net profit attributable to shareholders was 999 million yuan, reflecting a year-on-year increase of 7.38% [2]. - The company has cumulatively distributed 6.983 billion yuan in dividends since its A-share listing, with 1.47 billion yuan distributed over the past three years [3]. Stock Market Activity - As of November 18, the stock price was 27.71 yuan per share, with a market capitalization of 12.206 billion yuan. The stock has experienced a 0.64% decline year-to-date and a 3.08% drop over the last five trading days [1]. - The stock has appeared on the "龙虎榜" (a trading board for stocks with significant trading activity) twice this year, with the most recent appearance on February 28, where it recorded a net buy of -139 million yuan [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 18.34% to 19,100, while the average circulating shares per person decreased by 14.94% to 10,070 shares [2]. - The top circulating shareholder is Huatai-PB SSE Dividend ETF, holding 15.636 million shares, an increase of 869,600 shares compared to the previous period [3].

Core Viewpoint - Chongqing Department Store (600729.SH) announced a transfer of shares from Yufu Holdings to Yufu Capital, with no change in the controlling shareholder or actual controller status of the company [1] Group 1 - On November 14, 2025, the company received a notice from Yufu Holdings regarding the progress of equity changes, indicating that shares held by Yufu Huamao have been transferred to Yufu Holdings and the transfer procedures have been completed [1] - After this equity change, Yufu Holdings and Yufu Capital remain as concerted actors, holding a combined total of 116 million shares, which accounts for 26.35% of the company's total share capital [1]