南方财经2月11日电，百大集团(600865.SH)公告，公司于2026年1月21日收到上海证券交易所下发的 《关于百大集团股份有限公司业绩预告相关事项的监管工作函》，针对报告期内公允价值变动损失较大 的情况作出回复。百大集团：回复《问询函》关于对杭工信投资情况当中回复《问询函》关于对杭工信 投资情况。根据公告，公司预计2025年确认对杭工信的公允价值变动收益约-9440万元。截至2025年未 经审计期末，杭工信资产合计390,435.90万元，负债合计130,484.82万元，归属于母公司所有者权益 259,951.08万元，营业收入-22,486.34万元，净利润-94,704.96万元。2023年至2025年，公司对杭工信确 认的公允价值变动损益分别为-1,132.14万元、-3,743.03万元、-9,436.33万元，对应期末账面价值分别为 29,458.80万元、25,715.77万元、16,279.44万元。公司表示，杭工信股权无活跃市场报价，亦无再融资价 格，因此以持股比例享有的净资产作为公允价值估计基础，计算公允价值变动损益。百大集团：回复 《问询函》关于以公允价值计量的金融资产当中回复《问 ...

（来源：唐山劳动日报） 本报讯 （记者张磊 通讯员杨梓）马年春节临近，唐山百货大楼集团作为全市商贸流通主渠道企业，积 极履行社会责任，围绕"保障供应、放心购物、惠利于民"统筹部署，旗下24家门店全力以赴，确保全市 人民度过一个欢乐祥和的新春佳节。 新年焕新正当时。国际美妆奢享套装限量发售，定格精致年味；钟表名品辞旧迎新展，时光献礼贺新 春；黄金珠宝巡展闪耀全场，点亮团圆时刻；时尚服饰全家焕新季低至5折起。集团旗下20家超市精选 爆品集结，促销价商品轮番上线，并注重发挥大商企主渠道平抑物价的作用，相继组织调配各类名优特 商品满足节期市场需求，确保节日商品质优价廉，坚决拒绝伪劣不合格产品进入市场。各超市重点保障 米、面、油、肉、蛋、奶、蔬菜、水果及礼品礼盒等节日必需品供应，并设立酒类、饮品、糖果、中老 年保健品、儿童玩具、新春服装专场，推出多种年货套餐与马年迎春年货主题集市，方便市民一站式购 齐。另外，多数门店已入驻美团、饿了么、京东平台，利用线上平台以及品牌的补贴政策，开展节庆促 销活动，送货上门，使消费者在享受价格优惠的同时，助力市民便捷选购年货。 唐百电器持续落实家电补贴与以旧换新政策，国补叠加企业和品牌多 ...

Core Viewpoint - The company has received a regulatory letter from the Shanghai Stock Exchange regarding its performance forecast and has provided detailed responses concerning its investment in Hangzhou Industrial Trust (杭工信) and the associated fair value losses [1][4]. Group 1: Investment in Hangzhou Industrial Trust - The company reported a significant fair value loss of approximately 94.4 million yuan related to its investment in Hangzhou Industrial Trust, with the investment amounting to 306 million yuan and a book value of 220 million yuan as of mid-2025 [1][4]. - The fair value losses for the years 2023 and 2024 were 11.32 million yuan and 37.43 million yuan, respectively [1]. - The company is required to disclose the financial and operational data of Hangzhou Industrial Trust for the past three years, including total assets, liabilities, net assets, operating income, and net profit [1]. Group 2: Fair Value Measurement and Losses - The company classifies its equity investment in Hangzhou Industrial Trust as a financial asset measured at fair value, with changes recognized in profit or loss [2][3]. - The fair value measurement methodology includes using market prices when available, or estimating based on the financial performance of the underlying assets when market prices are not available [3][14]. - The company confirmed that the significant fair value losses were due to substantial changes in Hangzhou Industrial Trust's financial condition, leading to continuous net losses and a decrease in net assets over the past three years [4][17]. Group 3: Financial Assets and Performance - As of the end of 2023, 2024, and mid-2025, the company's financial assets measured at fair value were valued at 1.526 billion yuan, 1.692 billion yuan, and 1.697 billion yuan, respectively, with corresponding fair value losses of -171 million yuan, 23.568 million yuan, and -3.8297 million yuan [5][17]. - The company has also reported its trading financial assets, non-current assets due within one year, and other non-current financial assets, with respective values of 1.229 billion yuan, 110 million yuan, and 358 million yuan as of mid-2025 [5]. Group 4: Long-term Equity Investments - The company's long-term equity investments were valued at 580 million yuan, 579 million yuan, and 584 million yuan at the end of 2023, 2024, and mid-2025, respectively [17][18]. - The company uses the equity method for accounting its long-term equity investments, reflecting its significant influence over the invested companies [18][22]. - The company has confirmed that there are no significant impairment risks associated with its long-term equity investments, as the underlying companies have shown stable operational performance [24][25].

证券代码：600865 证券简称：百大集团 公告编号：2026-005 百大集团股份有限公司 关于对上海证券交易所业绩预告相关事项监管工作函 回复的公告 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。 百大集团股份有限公司（以下简称"公司"）于 2026 年 1 月 21 日收到上海证券交易所 上市公司管理一部下发的《关于百大集团股份有限公司业绩预告相关事项的监管工作函》（上 证公函【2026】0079 号）（以下简称"工作函"）。公司按照要求积极组织相关各方对所载 问题逐条落实，现就工作函有关问题回复如下： 一、关于对杭工信投资情况。根据公告，报告期内公司公允价值变动损失较大，主要受 到杭工信公允价值损失影响，预计确认公允价值变动收益约-9440 万元。根据前期公告，公 司对杭工信投资金额为 3.06 亿元，截至 2025 年半年报账面价值 2.20 亿元，公司 2023 年、 2024 年对杭工信确认的公允价值损失分别为 1132 万元、3743 万元。请公司： （1）补充披露杭工信近 3 年主要财务及经营数据情况，包括总 ...

Group 1 - The A-share retail sector experienced an initial adjustment on February 10, with Hangzhou Xie Bai hitting the daily limit down [1] - Xinhua Department Store fell over 8%, indicating significant downward pressure in the sector [1] - Other companies such as Sanjiang Shopping, Maoye Commercial, Dongbai Group, and Baida Group also saw declines [1]

Group 1 - The core viewpoint of the article indicates that the street vendor economy sector experienced a decline of 0.67% compared to the previous trading day, with Baida Group leading the losses [1] - On the same day, the Shanghai Composite Index closed at 4065.58, down 0.25%, while the Shenzhen Component Index closed at 13906.73, down 0.33% [1] - The street vendor economy sector saw a net outflow of 338 million yuan from main funds, a net outflow of 176 million yuan from speculative funds, and a net inflow of 515 million yuan from retail investors [1] Group 2 - The article provides a summary of the fund flow within the street vendor economy sector, highlighting the significant net outflows and inflows among different types of investors [1]

Market Overview - On February 6, the A-share market experienced significant volatility, with the three major indices initially rebounding after a low open, but ultimately closing lower. The Shanghai Composite Index fell by 0.25% to 4065.58 points, the Shenzhen Component Index decreased by 0.33% to 13906.73 points, and the ChiNext Index dropped by 0.73% to 3236.46 points. The total market turnover was 2.16 trillion yuan, a decrease of 30.8 billion yuan from the previous trading day, with over 2700 stocks rising [1]. Sector Performance Strong Performing Sectors - The mining and oil sectors saw gains, with stocks like Tongyuan Petroleum and Zhun Oil Co. hitting the daily limit [1]. - The chemical sector, particularly fluorine chemicals, showed strength, with Tianji Co. reaching the daily limit. Lithium mining and battery sectors were also active, with stocks such as Kosen Technology and Dingsheng New Materials hitting the daily limit [1]. - The traditional Chinese medicine sector led the market, with stocks like Te Yi Pharmaceutical and Hansen Pharmaceutical hitting the daily limit, supported by a new development plan from the Ministry of Industry and Information Technology [2]. - The chemical sector experienced a collective surge, driven by rising prices of disperse dyes due to increased costs of upstream intermediates [2]. - The power equipment sector rebounded, with stocks like Jinkong Electric and Sanbian Technology hitting the daily limit, reflecting strong demand in the electricity industry [2]. Weak Performing Sectors - The consumer sector, including liquor, tourism, and retail, faced a collective decline, with stocks like Huangtai Liquor hitting the daily limit down [4]. - Real estate-related concepts declined, with Jingtou Development falling over 5%, amid mixed expectations for industry recovery [5]. - AI application concepts saw a downturn, with various AI-related stocks experiencing declines due to uncertainties in commercialization [6]. - The "中字头" (state-owned enterprises) and financial sectors also retreated, as investors sought safer investment strategies following previous gains [6]. Institutional Insights - CICC remains optimistic about the revaluation of Chinese assets, noting that there are no typical signs of a market top despite external pressures. The firm suggests maintaining an overweight position in Chinese stocks and looking for buying opportunities during market fluctuations [7]. - Tianfeng Securities highlights that market sentiment is fragile, with short-term investors cashing out as a primary reason for recent declines in gold prices. They anticipate a period of volatility for gold but expect it to rebound later in the year [7]. - Huachuang Securities predicts a strong recovery in the consumption market during the 2026 Spring Festival, driven by government-led initiatives and diverse promotional activities, which may exceed market expectations [8].

Group 1 - The stock prices of major retail companies such as Baida Group fell over 9%, while Sanjiang Shopping and Xinhua Department Store dropped more than 8% [1] - Other companies like Youhao Group, Guoguang Chain, and Dongbai Group also experienced significant declines in their stock prices [1]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.65%, and the ChiNext Index also up by 0.65% as of midday [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day, with over 3,800 stocks rising [2] Sector Performance - Active sectors included lithium batteries, energy metals, humanoid robots, and fintech, while traditional sectors like liquor, retail, and AI application stocks weakened [1] - The Chinese medicine and chemical sectors showed notable gains, with the Chinese medicine sector rising by 2.52% [2][7] - The small metals sector rebounded, with stocks like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [7] Notable Stocks - Mingdiao Co. experienced significant trading activity, achieving a "limit-up" with nearly 700 million yuan in transactions and marking its fifth consecutive trading day of gains [3] - Jiangfeng Electronics saw a slight increase of 0.09% after announcing plans to acquire control of Kaide Quartz [9] Economic Indicators - The industrial development plan for traditional Chinese medicine aims for a collaborative development system by 2030, which may positively impact the sector [7]

Group 1 - The retail sector experienced significant volatility, with major companies such as Baida Group and Sanjiang Shopping both hitting the daily limit down [1] - Other companies including Youhao Group and Guoguang Chain also reached their daily limit down, indicating a broader trend of decline in the retail market [1] - Additional retailers like Xinhua Department Store, Guangbai Shares, Dongbai Group, Shanghai Jiubai, and Zhongbai Group followed suit with declines [1]