Group 1 - The land parcel AF0107048 in Shiwetang, Liwan District was successfully sold today for a total price of 506 million yuan, equivalent to a floor price of 21,500 yuan per square meter [1][2] - The transaction had a premium rate of 0% [3] - The recent months have seen a slowdown in Guangzhou's land auction market, with only one residential land sold in July and none in August [5][6] Group 2 - The auction of the Shiwetang land was highly anticipated as it was the first auction in September, but it did not meet expectations [7][8] - Xiamen Guomao, a developer that had not participated in Guangzhou's land auctions for a long time, won the bid, marking its return to the market [10][11] - The last time Xiamen Guomao acquired land in Guangzhou was in May 2023, when it purchased a parcel in Baiyun District for 2.482 billion yuan with a premium rate of 15% [12][13] Group 3 - The Shiwetang land is the first residential land to be sold in the area in over two years, with the last sale occurring in April 2023 [43] - The location of the Shiwetang land is advantageous, being close to the subway and offering views of the river, which typically increases its value [45][47] - The floor price of 21,500 yuan per square meter is considered low for an old urban area, making it an attractive investment opportunity [51][52] Group 4 - The winning bidder, Guangzhou Guomao Real Estate Co., Ltd., was established in May 2021 and is primarily owned by Xiamen Guomao Real Estate Group [61]

Core Points - The company will hold a half-year performance briefing on September 10, 2025, to enhance communication with investors and address their concerns [2][3][4] Group 1: Meeting Details - The meeting is scheduled for September 10, 2025, from 10:00 to 11:00 AM [4] - It will take place at the Shanghai Stock Exchange Roadshow Center, accessible online [4] - The format of the meeting will be an interactive online session [3][4] Group 2: Participation Information - Investors can participate online through the Shanghai Stock Exchange Roadshow Center on the day of the meeting [5] - Questions can be submitted in advance from September 3 to September 9, 2025, via the Roadshow Center website or the company's email [5][6] - The company will address commonly asked questions during the briefing [3][5] Group 3: Company Representatives - Key representatives attending the meeting include the Chairman, Vice Chairman and President, Independent Director, Vice President and Secretary of the Board, and Vice President and CFO [4]

Core Viewpoint - The company, Xiamen International Trade Group Co., Ltd., is set to hold a half-year performance briefing on September 10, 2025, to discuss its operational results and financial indicators for the first half of 2025, aiming to enhance interaction with investors [2][3]. Group 1: Meeting Details - The performance briefing will take place on September 10, 2025, from 10:00 to 11:00 AM [3]. - The meeting will be held at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [2][3]. - Participants will include the company's Chairman, Vice Chairman and President, Independent Director, Vice Presidents, and the Chief Financial Officer [3]. Group 2: Investor Participation - Investors can join the briefing online via the Shanghai Stock Exchange Roadshow Center on the scheduled date and time [4]. - A pre-question submission period is available from September 3 to September 9, 2025, allowing investors to submit questions through the Roadshow Center or via the company's email [4]. - The company will address commonly raised questions during the briefing to facilitate better communication with investors [2][4]. Group 3: Contact Information - The company's Securities Affairs Department can be contacted for inquiries via phone or email [5]. - After the briefing, investors can access the meeting's main content and outcomes through the Roadshow Center [5].

Core Points - The company will hold a half-year performance briefing on September 10, 2025, from 10:00 to 11:00 AM [1][2] - The briefing will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [2][3] - Investors can submit questions from September 3 to September 9, 2025, before 4:00 PM [3] Meeting Details - **Date and Time**: September 10, 2025, from 10:00 to 11:00 AM [1][2] - **Location**: Shanghai Stock Exchange Roadshow Center (http://roadshow.sseinfo.com/) [1][2] - **Format**: Online interactive session [2][3] Participation Information - Investors can participate online during the briefing and will receive answers to their questions [3] - Questions can be submitted through the Roadshow Center or via the company's email before the deadline [3] Contact Information - **Department**: Securities Affairs Department [3] - **Phone**: 0592-5897363 [3] - **Email**: zqswb@itg.com.cn [3] Additional Information - After the briefing, investors can view the session's details and main content on the Roadshow Center [3]

Core Viewpoint - Xiamen Guomao announced plans to hold a half-year performance briefing on September 10, 2025, from 10:00 to 11:00 AM [2] Company Summary - The company will conduct the performance briefing to discuss its financial results for the first half of 2025 [2]

证券代码：600755 证券简称：厦门国贸 编号：2025-57 厦门国贸集团股份有限公司 关于召开2025年半年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。 重要内容提示： 会议召开时间：2025 年 9 月 10 日（星期三）上午 10:00-11:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 9 月 3 日（星期三） 至 9 月 9 日（星期二）16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 （zqswb@itg.com.cn）进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 厦门国贸集团股份有限公司（以下简称"公司"）已于 2025 年 8 月 29 日在 上海证券交易所网站（http://www.sse.com.cn）披露了 ...

Group 1 - The China Securities State-Owned Enterprises Dividend Index (000824) decreased by 0.38% as of September 2, 2025, with mixed performance among constituent stocks [1] - The top-performing stocks included Chongqing Rural Commercial Bank (601077) up by 3.45%, Shanghai Rural Commercial Bank (601825) up by 2.97%, and China Merchants Bank (600036) up by 2.22% [1] - The National Enterprise Dividend ETF (159515) was adjusted downwards, with the latest price at 1.14 yuan [1] Group 2 - The National Enterprise Dividend ETF reached a new high in size at 51.2135 million yuan and a new high in shares at 44.7866 million shares in the past month [1] - China Galaxy Securities predicts a volatile upward trend in the A-share market, emphasizing the appeal of dividend assets with high safety margins and low valuations in the current market environment [1] - Everbright Securities highlights the irreplaceable value of dividend assets as core assets in the A-share market, especially with many companies implementing profit distribution plans for the 2024 fiscal year [1] Group 3 - The China Securities State-Owned Enterprises Dividend Index includes 100 listed companies selected for high cash dividend yields, stable dividends, and certain scale and liquidity [2] - As of August 29, 2025, the top ten weighted stocks in the index accounted for 16.84% of the total index weight, with China COSCO Shipping Holdings (601919) being the highest at 2.36% [2][4]

Core Viewpoint - Guangzhou successfully auctioned a residential land parcel in Liwan District for 506 million yuan, indicating stable demand in the real estate market [1] Group 1: Auction Details - The land parcel is located in the Baihetan area and designated for secondary residential use [1] - The total area of the land is 7,840.89 square meters, with a planned construction area of 23,522.67 square meters [1] - The starting price for the auction was set at 506 million yuan, with a starting floor price of 21,500 yuan per square meter [1] Group 2: Transaction Outcome - Guangzhou Guomao Real Estate Co., Ltd. (Xiamen Guomao Real Estate) won the bid for the land at a total price of 506 million yuan [1] - The final transaction floor price was 21,500 yuan per square meter, with a premium rate of 0% [1]

Core Viewpoint - On September 2, a total of 6 listed companies had their restricted shares unlocked, with a total market value of approximately 5.525 billion yuan [1] Group 1: Company Specifics - Foton Motor (福田汽车) had 1.429 billion shares unlocked, categorized as newly issued A-shares for original shareholders [1] - Xiamen International Trade (厦门国贸) had 396,100 shares unlocked, classified under equity incentive restricted circulation [1] - Greeenme (格林美) had 8.7545 million shares unlocked, also under equity incentive restricted circulation [1] - Starry Sky (启明星辰) had 988,700 shares unlocked, categorized under equity incentive restricted circulation [1] - New Jufeng (新巨丰) had 17.136 million shares unlocked, classified as pre-issue restricted circulation [1] - Aopumai (奥浦迈) had 36.1394 million shares unlocked, with no specific category mentioned [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [6] Core Views - The company's performance is under short-term pressure, awaiting demand improvement [6] - The company reported a revenue of 151.66 billion yuan in the first half of 2025, a year-on-year decrease of 22.31%, and a net profit attributable to shareholders of 0.523 billion yuan, down 37.62% year-on-year [8] - The decline in performance is primarily due to fluctuations in commodity prices and adjustments in business strategy [8] - The company is actively optimizing its business structure and diversifying its service capabilities, which is expected to build a competitive moat [8] - Future growth is anticipated if global economic recovery aligns with increased demand for new energy [8] Financial Summary - Revenue projections for 2025-2027 are 368.72 billion yuan, 393.85 billion yuan, and 413.85 billion yuan respectively, with growth rates of 4.03%, 6.81%, and 5.08% [7] - Net profit attributable to shareholders is projected to be 1.24 billion yuan, 1.58 billion yuan, and 1.89 billion yuan for 2025-2027, with growth rates of 98.17%, 27.47%, and 19.53% respectively [7] - The current price-to-earnings ratio (P/E) is projected to be 10.69, 8.39, and 7.02 for 2025-2027 [7] - The company is considered a leader in the domestic bulk commodity supply chain industry, with long-term growth potential and a favorable valuation [8]