股票简称：百联股份 百联 B 股 证券代码： 600827 900923 编号：临 2026-002 上海百联集团股份有限公司 关于土地收储的进展公告 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、基本情况概述 1 特此公告。 上海百联集团股份有限公司董事会 公司于2025年8月4日收到三幅地块的首次补偿款，具体详见公司于2025年8月5日 披露的《关于收到土地收储补偿款的进展公告》（临2025-037）。 公司已经完成对共青路295号的搬迁工作，并与杨浦区土储中心签署了《共青路295 号收回土地交接确认书》，具体详见公司于2025年12月13日披露的《关于土地收储的进 展公告》（临2025-050）。 二、本次土地收储事项的进展 根据公司与杨浦区土储中心签订的合同约定，公司已完成对共青路310、210号的搬 迁工作，于2026年2月27日将地块移交给杨浦区土储中心，并与杨浦区土储中心签署了 《共青路310、210号收回土地交接确认书》。 三、其他说明 公司将持续跟进土地收储事项的后续进展情况，及时履行信息披露义务，敬请 ...

证券日报网讯 2月27日，百联股份在互动平台回答投资者提问时表示，公司在聚力打造标杆商业、轻重 并举拓展优势业态的同时，持续推动重点项目转型升级与提质增效，并依托在地文化打磨差异化空间产 品，未来将持续推动营运精细化管理。 （文章来源：证券日报） ...

证券日报网讯2月27日，百联股份（600827）在互动平台回答投资者提问时表示，公司严格按照上交所 的相关规定履行信息披露义务，相关财务数据与信息将在2025年年度报告中披露。公司已于2026年1月 30日发布了《2025年年度业绩预告》，公司将严格根据《企业会计准则》的有关规定进行账务处理，会 计处理最终以会计师事务所审计后的结果为准。 ...

Core Viewpoint - The company is actively advancing its spatial and content innovation while developing its advantageous business formats, accelerating the layout of outlet projects, and exploring the replication and expansion of ZX dimension and TX curation models [1] Group 1: Business Development - The company is focusing on both light and heavy development strategies to enhance its competitive advantages [1] - The company is continuously promoting asset securitization, with the Huashan Bailian Consumer REIT being the first consumer infrastructure REIT in Shanghai, officially listed in August 2024 [1] Group 2: Digital Transformation - The company is enhancing its digital intelligence capabilities and promoting the integration of digitalization with new consumption scenarios to empower the transformation and upgrading of traditional retail [1]

为让年味持续在线，世纪联华还组织开启"年味接力赛"系列惠民活动。2月23日至3月10日，世纪联华"开工焕新，福利全开的券包狂欢"接棒登场，通过多 品类的满减券包，并结合生鲜"一周不重样"的天天有惠活动，将节日消费热情平稳延续至节后开工季。 同时，联华超市也于1月14日至2月10日期间开展"恭贺新禧 马上有钱"积分兑换优惠券活动，累计兑换优惠券近22万张，用券直接带动销售超2000万元。 马年新春的消费热力从线下门店延伸至了市民餐桌。其中，"百联杯"民间厨神争霸赛依托百联强大的全球供应链，将五大洲甄选食材引入世纪联华、联华 超市各大门店以及百联各大商业体中，构建起"家门口的世界厨房"。 据悉，"百联杯"赛事目前正处于作品征集与互动阶段。自2月12日启动以来，该赛事活动已吸引大量市民参与，他们通过"i百联"APP上传了使用联华选购 食材制作的佳肴作品。随着征集期在3月3日结束，赛事活动将于3月5日至3月8日开启全民点赞，并于3月12日在百联中环购物广场举行线下决赛。 来源：上海证券报·中国证券网 上证报中国证券网讯（记者 宋薇萍）记者2月26日从百联集团获悉，2026年马年新春，百联集团整合旗下各业态优势资源，推 ...

Group 1 - The company emphasizes its commitment to investor returns and trust through a long-term stable dividend policy, consistently providing cash dividends to investors [1] - The company has undergone multiple rounds of mergers and acquisitions since its listing, leading to variations in financing amount calculations across different third-party trading software [1] - Investors are advised to refer to the company's official disclosures for accurate information [1]

Investment Rating - The report rates the real estate industry as "Outperform" compared to the market [1] Core Insights - New home sales in January showed a narrowing year-on-year decline, while second-hand home sales turned positive year-on-year [1][21] - The central bank has released favorable policies, including lowering the re-lending rate and reducing the down payment ratio for commercial properties [1][4] New Home Sales - In January, the new home sales area in 40 cities decreased by 42.3% month-on-month and by 22.0% year-on-year, with the year-on-year decline narrowing by 10.1 percentage points compared to the previous month [5][14] - First-tier cities saw a year-on-year decline of 14.0%, while second-tier cities experienced an 18.1% decline, and third and fourth-tier cities had a 41.1% decline [15][20] Second-Hand Home Sales - The second-hand home sales area in 18 cities decreased by 2.0% month-on-month but increased by 9.0% year-on-year, with the year-on-year growth rate improving by 41.3 percentage points compared to the previous month [21][25] - All city tiers showed positive year-on-year growth in second-hand home sales, with first-tier cities growing by 15.0% year-on-year [21][30] Inventory and Absorption - As of the end of January, the new home inventory area in 12 cities was 112.91 million square meters, down 0.4% month-on-month and down 6.3% year-on-year, with an overall absorption cycle of 18.1 months [28][29] - The absorption cycle for first-tier cities increased by 4.3 months year-on-year, while third and fourth-tier cities saw a decrease of 8.2 months [28] Land Market - The land market in January saw a transaction area decrease of 76.5% month-on-month and a 20.2% year-on-year decline, with an average land premium rate of 2.87% [1][12] - The average land price per square meter decreased by 36.8% month-on-month and by 20.9% year-on-year [13] Real Estate Companies - The top 100 real estate companies saw a 49.5% year-on-year decline in land acquisition amounts, with a land acquisition intensity of 32% [1][12] - The financing scale for the real estate industry in January was 39.6 billion yuan, down 26% year-on-year but up 7% month-on-month [1][14] Policy Developments - The central bank's policy changes include lowering the re-lending rate to 1.25% and reducing the minimum down payment ratio for commercial properties from 50% to 30% [1][4] - The first batch of commercial real estate REITs has been submitted for approval, with a total expected fundraising of 31.47 billion yuan [1][4] Sector Performance - The real estate sector outperformed the CSI 300 index in January, with an absolute return of 4.3% and a relative return of 2.7% [1][12] - The report anticipates two potential turning points in 2026: a policy turning point around the end of Q1 and a fundamental turning point around Q4 [1][12]

Group 1 - The company has established a "Market Value Management System" aimed at creating a long-term mechanism to enhance operational quality and sustainable development as the core of market value management [2] - The company will focus on its main business and strive to improve operational performance levels [2]

Core Viewpoint - The company emphasizes its commitment to shareholder returns and maintains a prudent dividend policy, with future share buyback plans to be disclosed in accordance with relevant laws and regulations [2]. Financial Information - The company's cash situation will be detailed in the financial statements section of the "2025 Q3 Report" to be disclosed on October 31, 2025 [2].

Core Viewpoint - Bailian Co., Ltd. emphasizes its commitment to investor returns and trust through a long-term stable dividend policy, indicating a focus on cash dividends for investors [1] Group 1 - The company has stated that it highly values investor returns and trust [1] - Bailian Co., Ltd. has been implementing a steady dividend policy over the long term [1] - The company will disclose any future share repurchase plans in accordance with relevant laws and regulations [1]