建元信托股份有限公司2025 年半年度报告 公司代码：600816 公司简称：建元信托 建元信托股份有限公司 2025 年半年度报告 1 / 158 建元信托股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人秦怿、主管会计工作负责人丛树峰及会计机构负责人（会计主管人员）陈兵声 明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺，敬请 投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 公司已在本报告 ...

Group 1 - The company reported a revenue of 150 million yuan for the first half of 2025, representing a year-on-year increase of 84.89% [1] - The net profit for the same period was 40.29 million yuan, showing a year-on-year growth of 13.36% [1]

Market Overview - The Shanghai Composite Index closed at 3665.92 points, above the annual line, with a change of 0.50% [1] - The total trading volume of A-shares reached 1,905.21 billion yuan [1] Stocks Breaking Annual Line - A total of 27 A-shares have surpassed the annual line today, with notable stocks including Desay SV, Wanli Stone, and *ST Guohua, showing divergence rates of 4.85%, 4.59%, and 4.49% respectively [1] - Stocks with smaller divergence rates that just crossed the annual line include China CNR, Ninghu Expressway, and Huatian Technology [1] Top Divergence Rate Stocks - The top three stocks with the highest divergence rates are: - Desay SV (7.44% increase, 4.72% turnover rate, latest price 113.91 yuan, divergence rate 4.85%) [1] - Wanli Stone (4.93% increase, 5.82% turnover rate, latest price 31.30 yuan, divergence rate 4.59%) [1] - *ST Guohua (4.97% increase, 2.12% turnover rate, latest price 8.87 yuan, divergence rate 4.49%) [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Kairun Co., Ltd. (4.82% increase, 4.94% turnover rate, latest price 22.40 yuan, divergence rate 4.08%) [1] - *ST Qingyan (3.39% increase, 4.36% turnover rate, latest price 14.64 yuan, divergence rate 3.05%) [1] - Huai Bei Mining (2.80% increase, 1.18% turnover rate, latest price 13.24 yuan, divergence rate 2.41%) [1]

Group 1 - The core viewpoint of the article highlights the financial performance and market position of Jianyuan Trust, which has a high rolling PE ratio of 493.44, significantly above the industry average of 71.23 [1][2] - As of March 31, 2025, Jianyuan Trust has 74,272 shareholders, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The company specializes in proprietary and trust businesses, focusing on active management trust services based on the real economy, and has received awards for its performance and innovation [1] Group 2 - In the latest quarterly report for Q1 2025, Jianyuan Trust reported a revenue of 67.95 million yuan, representing a year-on-year increase of 55.74%, and a net profit of 26.34 million yuan, up 27.56% year-on-year [1] - The company ranks 21st in terms of PE ratio within the diversified financial industry, which has a median PE of 29.02 [1][2] - The total market capitalization of Jianyuan Trust is 29.041 billion yuan [1][2]

Market Overview - The Shanghai Composite Index is at 3555.41 points, with a decline of 0.50% [1] - The total trading volume of A-shares is 128.87 billion yuan [1] Technical Analysis - A total of 64 A-shares have seen their 5-day moving average cross below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Tongzhou Electronics: -1.29% - Marubi Biological: -0.95% - GeKao Micro: -0.69% [1] Individual Stock Performance - Key stock performances include: - Tongzhou Electronics (002052): Today's change -1.15%, 5-day MA at 10.70 yuan, 10-day MA at 10.84 yuan, with a distance of -1.29% [1] - Marubi Biological (603983): Today's change -2.84%, 5-day MA at 39.78 yuan, 10-day MA at 40.16 yuan, with a distance of -0.95% [1] - GeKao Micro (688728): Today's change 0.33%, 5-day MA at 15.71 yuan, 10-day MA at 15.82 yuan, with a distance of -0.69% [1] - Other notable stocks include: - Huatai Securities (601059): Today's change -0.86%, 5-day MA at 16.73 yuan, 10-day MA at 16.84 yuan, with a distance of -0.66% [1] - Jiabao (600622): Today's change -1.01%, 5-day MA at 3.08 yuan, 10-day MA at 3.10 yuan, with a distance of -0.64% [1] Additional Stock Movements - Other stocks with notable movements include: - Laka Laka (300773): Today's change -4.02%, 5-day MA at 27.62 yuan, 10-day MA at 27.73 yuan, with a distance of -0.39% [2] - Yongtai Technology (002326): Today's change 4.09%, 5-day MA at 13.25 yuan, 10-day MA at 13.29 yuan, with a distance of -0.32% [2] - Qijing (603677): Today's change -0.46%, 5-day MA at 19.91 yuan, 10-day MA at 19.96 yuan, with a distance of -0.25% [2]

Group 1 - The core viewpoint of the news is that Jianyuan Trust (600816) has shown a decline in stock price and a significant outflow of funds, despite reporting strong revenue and profit growth in its latest quarterly results [1][3]. - As of July 31, 2025, Jianyuan Trust's stock closed at 2.93 yuan, down 1.68%, with a turnover rate of 1.24% and a trading volume of 677,100 hands, amounting to a transaction value of 200 million yuan [1]. - The company reported total operating revenue of 67.95 million yuan for Q1 2025, representing a year-on-year growth of 55.74%, and a net profit attributable to shareholders of 26.34 million yuan, up 27.56% year-on-year [1]. Group 2 - The net outflow of main funds today was 19.01 million yuan, accounting for 9.49% of the transaction value, with large orders seeing a net outflow of 17.87 million yuan [1]. - Jianyuan Trust has made investments in 60 external companies and participated in 15 bidding projects, indicating active engagement in the market [2]. - The company has a registered capital of approximately 984.44 million yuan and a paid-in capital of about 640.69 million yuan, with a legal representative named Qin Yi [1][2].

Core Viewpoint - Jianyuan Trust's stock closed at 2.93 yuan, down 1.68%, with a rolling PE ratio of 490.09 times, indicating a significant premium compared to the industry average [1] Company Summary - Jianyuan Trust's total market capitalization is 28.844 billion yuan, with a PE ratio ranking of 21st in the diversified financial industry, which has an average PE of 70.42 times and a median of 30.39 times [1][2] - As of March 31, 2025, Jianyuan Trust has 74,272 shareholders, a decrease of 962 from the previous period, with an average holding value of 352,800 yuan and an average holding of 27,600 shares per shareholder [1] - The company's main business includes proprietary and trust businesses, focusing on active management trust services based on the real economy [1] - Jianyuan Trust has received accolades such as the "Top 100 Enterprises in Yangpu District 2024" from the Yangpu District People's Government and the "2024 Annual Innovation Award for Property Rights Transactions" from the Shanghai United Assets and Equity Exchange [1] Financial Performance - In the first quarter of 2025, Jianyuan Trust reported operating revenue of 67.9544 million yuan, a year-on-year increase of 55.74%, and a net profit of 26.3417 million yuan, up 27.56% year-on-year [1]

Core Viewpoint - Jianyuan Trust (600816.SH) aims to leverage its capital platform advantages to become a high-quality, innovative comprehensive financial service provider, focusing on returning to the essence of trust business and supporting the development of the real economy [1] Business Overview - The company’s main business includes trust services and proprietary business, with a wide range of operations such as fund trust, movable property trust, real estate trust, securities trust, and other property or property rights trusts [1] - It also engages in intermediary services, consulting, credit investigation, interbank deposits, loans, leasing, and investment using proprietary assets [1] - The company holds qualifications for entrusted overseas wealth management business [1] Strategic Focus - The company expresses a commitment to high-quality development and is actively researching the impact of national and industry policy changes on its operations [1] - There is a clear intention to accelerate the return to the core of trust business and to serve the real economy [1] Current Operations - As of now, the company has not engaged in stablecoin-related business [1]

Core Viewpoint - JianYuan Trust (600816.SH) aims to leverage its capital platform advantages to become a high-quality, innovative comprehensive financial service provider, focusing on returning to the core of trust business and supporting the development of the real economy [1] Business Overview - The company’s main business includes trust services and proprietary business, with a wide range of operations such as fund trust, movable property trust, real estate trust, securities trust, and other property or property rights trusts [1] - It also engages in intermediary services, consulting, credit investigation, and can conduct interbank deposits, loans, leasing, and investments using its proprietary assets [1] - The company holds qualifications for entrusted overseas wealth management business [1] Strategic Focus - The company is committed to high-quality development and is actively researching the impact of national and industry policy changes on its operations [1] - It emphasizes the importance of adapting to policy changes to seize opportunities for sustainable and stable growth [1] Current Operations - As of now, the company has not engaged in stablecoin-related business [1]

证券代码：600816 证券简称：建元信托 公告编号：临 2025-021 建元信托股份有限公司 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： ? 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一) 股东大会召开的时间：2025 年 7 月 30 日 (二) 股东大会召开的地点：上海市杨浦区佳木斯路 777 号中谷小南国花园酒 店三楼红宝石 CD 厅 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 份总数的比例（%） (四) 表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次股东大会由公司董事会召集，公司第九届董事会董事长秦怿先生主持。 本次股东大会表决方式采用现场投票和网络投票相结合的方式进行表决。会议的 建元信托股份有限公司公告 (一) 非累积投票议案 审议结果：通过 表决情况： | 股东类 | 同意 | | | 反对 | | | 弃权 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...