| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 001203 | 大中矿业 | | 9.99 | 611亿 | 29.98 | 39.84 | | 002176 | 江特电机 | | 9.97 | 179亿 | 7.60 | 10.48 | | 603077 | 和邦生物 | 1 | 9.92 | 254亿 | 27.43 | 2.88 | | 002240 | 盛新锂能 | 1 | 8.86 | 418亿 | 32.73 | 45.70 | | 300390 | 天华新能 | | 8.19 | 447亿 | -1.54 | 53.77 | | 000688 | 国城矿业 | 1 | 7.40 | 428亿 | 30.00 | 36.14 | | 000762 | 西藏矿业 | 演 | 7.33 | 156亿 | 13.70 | 29.87 | | 002312 | 川发龙蟒 | 1 | 7.21 | 258亿 | 25.16 | 13.68 | | 000546 | 金圆股份 | ...

格隆汇2月24日｜A股市场锂矿股集体走强，其中，和邦生物、云图控股、川发龙蟒10CM涨停，永兴材 料、盛新锂能涨超6%，赣锋锂业、盐湖股份涨超5%，江特电机、海南矿业、西藏珠峰、西藏城投、国 城矿业（维权）、大中矿业、川能动力涨超4%，天齐锂业涨超3%。消息面上，碳酸锂主力合约大涨超 9%，报162160元/吨。 上个马年沪指涨近60%！新年新福利来了，炒股排面要拉满，新号启幸运>> | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 603077 | 和邦生物 | 1 | 10.08 | 231亿 | 15.93 | | 002539 | 云图控股 | 1 | 10.01 | 195亿 | 36.72 | | 002312 | 川发龙蟒 | 1 | 10.00 | 241亿 | 16.74 | | 002756 | 永兴材料 | 来 | 6.40 | 297亿 | 1.42 | | 002240 | 盛新锂能 | 1 | 6.18 | 381亿 | 20.77 | | 002460 | 赣锋锂业 | 1 ...

公司2025年三季报显示，归母净利润为-1.13亿元，虽亏损同比收窄，但主营业务仍未扭亏。经营活动 现金流净额为-3.57亿元，反映主营业务造血能力不足。此外，公司预计2025年全年归属净利润亏损约 5.2亿元，主要受房地产销售收入下降及计提资产减值影响。 行业与风险分析 2025年第三季度公司仅销售8套住宅，销售金额1492.37万元，去化压力显著。行业层面，房地产板块整 体承压，而公司负债率达58.23%，财务费用高达8652.99万元，偿债压力较大。 经济观察网西藏城投（600773）(600773.SH)近期股价出现逆势调整，主要受以下因素影响： 业绩经营情况 未来发展 公司虽布局盐湖提锂等新业务，但该业务仍处培育期，短期难对业绩形成支撑。2025年11月公司拟斥资 12亿元收购连年亏损的酒店及商业地产公司，市场对其转型效果存疑。 以上内容基于公开资料整理，不构成投资建议。 资金面与技术面 2月13日主力资金净流出704.65万元，近5日累计净流出规模扩大。技术面上，股价跌破所有关键均线， MACD柱状图持续为负，KDJ指标显示超卖，短期卖压明显。 ...

Group 1 - The company holds a 41% stake in Guoneng Mining Company [1] - Guoneng Mining has a total lithium carbonate reserve of 3.9 million tons, potassium chloride reserve of 28 million tons, and boron (in terms of boron trioxide) reserve of 3.3 million tons [1]

证券之星消息，2月5日上海国企改革板块较上一交易日下跌0.15%，西藏城投领跌。当日上证指数报收 于4075.92，下跌0.64%。深证成指报收于13952.71，下跌1.44%。上海国企改革板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从资金流向上来看，当日上海国企改革板块主力资金净流出6.15亿元，游资资金净流入3236.35万元，散 户资金净流入5.83亿元。上海国企改革板块个股资金流向见下表： ...

Group 1 - The company, Xizang City Investment (600773), is focusing on the disposal of existing real estate assets [1] - The management plans to accelerate the implementation of a strategy centered on "innovation-driven, transformation development" [1] - The company aims to promote investment in new energy projects and expedite its transformation and upgrading [1]

Core Viewpoint - The A-share market has seen a majority of real estate stocks rise, with notable gains from companies such as Hualian Holdings, Chengdu Investment Holdings, and Wolong New Energy, indicating a positive trend in the sector [1] Group 1: Stock Performance - Hualian Holdings experienced a significant increase of 9.98% with a total market capitalization of 86.62 billion [2] - Chengdu Investment Holdings rose by 9.96%, reaching a market value of 141 billion [2] - Wolong New Energy saw a gain of 9.94%, with a market cap of 54.99 billion [2] - Wantong Development increased by 5.86%, with a market capitalization of 249 billion [2] - Jingneng Real Estate rose by 5.33%, with a total market value of 24.18 billion [2] - Deep Zhenye A increased by 4.82%, with a market cap of 132 billion [2] - Xizang Investment Holdings rose by 3.61%, with a market capitalization of 136 billion [2] - Vanke A saw an increase of 3.34%, with a total market value of 591 billion [2] - Hefei Urban Construction rose by 3.08%, with a market cap of 132 billion [2] - Huaxia Happiness increased by 2.58%, with a market capitalization of 62.23 billion [2] - Deep Shenzhen Real Estate A rose by 2.27%, with a total market value of 219 billion [2]

Core Viewpoint - The real estate sector continues to face widespread losses, with most listed companies in the A-share market reporting varying degrees of deficit for 2025, except for the leading company, Poly Developments [2][3]. Group 1: Company Performance - Among the 27 listed real estate companies that have released performance forecasts, only Poly Developments reported a positive net profit of approximately 1.03 billion yuan, while the total losses of the other companies ranged from 47.546 billion to 62.464 billion yuan [3]. - Poly Developments experienced a revenue decline of 1.09% year-on-year, with a net profit drop of 79.49% due to decreased gross profit margins and anticipated asset impairment losses of about 6.9 billion yuan [3]. - Other companies, such as China Fortune Land Development, are projected to incur losses of 16 billion to 24 billion yuan for 2025, with net assets expected to decline by 10 billion to 15 billion yuan [4]. Group 2: Industry Challenges - The real estate sector has been struggling with significant losses since 2022, attributed to factors such as low-profit project settlements, increased impairment provisions, and rising interest expenses [6]. - The sales volume of commercial housing is expected to decline by 12.6% year-on-year in 2025, indicating ongoing market challenges [7]. - The real estate development prosperity index has been on a downward trend, reaching 91.45 by December 2025, reflecting a sluggish economic activity in the sector [7]. Group 3: Future Outlook - Analysts suggest that the adjustment cycle in the real estate market may be nearing its end by 2026, with potential growth in the high-quality residential market driven by policy support and demand structure upgrades [8]. - Companies facing significant losses must manage their market value and ensure compliance with financial reporting to avoid delisting risks, which could arise from continuous losses or failure to meet revenue thresholds [9].

Group 1 - The core viewpoint of the news is that Tibet City Investment's stock has experienced fluctuations, with a recent decline of 2.04% and a total market value of 12.77 billion yuan [1] - As of January 20, the stock price is reported at 13.42 yuan per share, with a trading volume of 1.49 billion yuan and a turnover rate of 1.15% [1] - The company has seen an 8.31% increase in stock price year-to-date, but a decline of 6.68% over the last five trading days [1] Group 2 - As of September 30, the number of shareholders for Tibet City Investment has increased by 10.30% to 61,200, while the average circulating shares per person decreased by 9.34% to 15,553 shares [2] - For the period from January to September 2025, the company reported an operating income of 837 million yuan, a year-on-year increase of 275.09%, while the net profit attributable to shareholders was -113 million yuan, reflecting a year-on-year growth of 24.53% [2] Group 3 - Since its A-share listing, Tibet City Investment has distributed a total of 176 million yuan in dividends, with 32.15 million yuan distributed over the past three years [3] - As of September 30, 2025, the fifth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 8.0991 million shares, an increase of 2.0816 million shares from the previous period [3] - The sixth largest circulating shareholder is Southern CSI Real Estate ETF, holding 7.2107 million shares, which decreased by 75,600 shares compared to the previous period [3]

Core Viewpoint - The company, Tibet Urban Development Investment Co., Ltd., is forecasting a significant net loss for the year 2025, primarily due to the impact of the real estate market downturn [2][4]. Financial Performance Summary - The company expects to achieve a net profit attributable to the parent company of -520 million yuan for the year 2025 [2][4]. - The net profit attributable to the parent company, excluding non-recurring gains and losses, is projected to be -523 million yuan [5]. - The performance period for this forecast is from January 1, 2025, to December 31, 2025 [3]. Previous Year Comparison - In the previous year, the total profit was 47.08 million yuan, with a net profit attributable to the parent company of 12.55 million yuan [7]. - The net profit attributable to the parent company, excluding non-recurring gains and losses, was -308.99 million yuan [7]. - The earnings per share for the previous year were 0.01 yuan [8]. Reasons for Expected Loss - The anticipated loss for 2025 is mainly due to the company's core business being affected by fluctuations in the real estate market, leading to a decline in sales revenue from real estate projects [9]. - Despite stable operational conditions, ongoing fixed expenses and preliminary impairment tests on long-term assets are contributing to the expected losses [9]. - The company plans to focus on inventory reduction and accelerate its strategic transformation towards "innovation-driven, transformation development" to address these challenges [9].