Core Viewpoint - The Guangzhou land market is becoming active as it enters the traditional "Golden September and Silver October" period, with significant transactions indicating confidence in the city's real estate sector [1][5]. Group 1: Land Transactions - On September 2, Xiamen Guomao Real Estate successfully acquired a residential land parcel in Guangzhou's Liwan District for a base price of 506 million yuan, with a floor price of approximately 21,500 yuan per square meter, marking the first residential land transaction in Guangzhou for September [1][3]. - The acquired land is the first residential land sold in the Shiwetang area of Liwan District in two years, located near the core development area of Baie Tan, enhancing its attractiveness [3]. - The land's proximity to the subway and key urban areas is expected to boost its value, with the potential for a profitable project given the surrounding second-hand housing prices averaging around 40,000 yuan per square meter [3][4]. Group 2: Market Trends - The Guangzhou land market is accelerating the pace of new land releases, with multiple parcels being listed for sale in early September, indicating a robust supply of quality land [7]. - In the first eight months of 2023, Xiamen Guomao's sales reached 25.41 billion yuan, placing it among the top 20 real estate companies, reflecting a strong growth trajectory [4]. - The overall market performance in Guangzhou shows a recovery in the second half of the year, with new housing transactions increasing by nearly 17% year-on-year in the first half, although the market has shown signs of cooling recently [8]. Group 3: Future Outlook - Analysts predict that the upcoming release of more high-quality residential land will invigorate the market, with expectations of a positive impact on future land transactions [7]. - The efforts by various real estate companies to stabilize prices and encourage purchases are seen as crucial for maintaining market confidence and promoting a healthy cycle in the industry [8].

Core Insights - The active participation of external state-owned enterprises in Guangzhou's land market reflects confidence in the city's development [1][2] Group 1: Land Market Activity - The Guangzhou land market has become active entering the traditional "golden September and silver October" period, with a notable transaction by Xiamen International Trade Real Estate, which acquired a residential land parcel in Liwan District for 506 million yuan, marking the first residential land transaction in September [2][3] - The land parcel has a floor area price of approximately 21,500 yuan per square meter and is situated in a prime location near key development areas, enhancing its attractiveness [2][3] Group 2: Investment Trends - Xiamen International Trade's acquisition is significant as it is the first residential land sale in the Shiwetang area in two years, indicating a shift in the competitive landscape of land acquisitions in Guangzhou [3][4] - The land market is witnessing an increase in the number of quality land parcels being offered, with several announcements for land sales in September, suggesting a robust pipeline for future transactions [5][6] Group 3: Market Performance - The overall performance of Guangzhou's real estate market has shown signs of recovery, with new home transactions increasing by nearly 17% year-on-year in the first half of the year, although the market has experienced a slowdown in the latter half [7] - Efforts by various real estate companies to stabilize prices and boost buyer confidence, such as price protection measures, are expected to contribute to market stabilization [7]

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]