Market Performance - On September 5, the comprehensive sector rose by 4.08%, with Dongyangguang leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Performance - Dongyangguang (600673) closed at 25.00, with a gain of 6.29% and a trading volume of 1.631 million shares, amounting to a transaction value of 3.841 billion [1] - Yatai Group (600881) closed at 2.20, up 6.28%, with a trading volume of 2.119 million shares and a transaction value of 459 million [1] - Yuegui Co. (000833) closed at 14.76, gaining 6.11%, with a trading volume of 775,000 shares and a transaction value of 1.125 billion [1] Capital Flow - The comprehensive sector experienced a net outflow of 36.76 million from institutional funds, while retail investors saw a net inflow of 77.33 million [2] - The net inflow from retail investors indicates a shift in market sentiment towards individual stock purchases [2] Individual Stock Capital Flow - Yuegui Co. (000833) had a net inflow of 52.23 million from institutional funds, while it faced a net outflow of 73.60 million from retail investors [3] - Yatai Group (600881) saw a net inflow of 26.74 million from institutional funds but a net outflow of 1.98 million from retail investors [3] - Ningbo United (600051) had a net inflow of 5.16 million from institutional funds, with a significant net outflow of 6.53 million from retail investors [3]

Core Viewpoint - The Shanghai Composite Index fell by 1.25% on September 4, with 11 industries rising, led by retail and beauty sectors, while telecommunications and electronics faced significant declines [1] Industry Summary - The comprehensive industry experienced a decline of 4.49%, with a net outflow of 42.4 million yuan in main capital. Among the 16 stocks in this sector, 10 rose, 6 fell, and 1 hit the daily limit down [1] - The stocks with the highest net inflow in the comprehensive industry included Hongmian Co., with a net inflow of 15.69 million yuan, followed by Nanjing Xinbai and Taida Co., with net inflows of 9.30 million yuan and 4.06 million yuan respectively [1] - The stocks with the largest net outflow included Dongyangguang, with a net outflow of 348 million yuan, followed by Yatai Group and Yuegui Co., with net outflows of 28.89 million yuan and 24.61 million yuan respectively [1] Capital Flow Summary - The top three stocks in terms of capital flow in the comprehensive industry were: - Dongyangguang: -9.99% change, -34.79 million yuan main capital flow [1] - Yatai Group: -3.72% change, -2.89 million yuan main capital flow [1] - Yuegui Co.: -0.64% change, -2.46 million yuan main capital flow [1] - Conversely, the stocks with positive capital flow included: - Hongmian Co.: +3.33% change, +15.69 million yuan main capital flow [1] - Nanjing Xinbai: +1.15% change, +9.30 million yuan main capital flow [1] - Taida Co.: +1.19% change, +4.06 million yuan main capital flow [1]

Group 1 - On September 3, Yatai Group signed a strategic cooperation agreement with China Unicom Jilin Province, focusing on core business and product industry chain collaboration [1] - The cooperation will emphasize deep collaboration in internet hospitals and green energy application scenarios, exploring new fields such as digital medical platforms, health management, pharmaceutical e-commerce, and low-carbon green electricity [1] - On the same day, Yatai Group also signed a strategic cooperation agreement with Sinopec Jilin Petroleum, focusing on resource integration and rapid implementation [1] Group 2 - The partnership with Sinopec will prioritize energy supply assurance, building material product supply, and dual-brand retail channel integration [1] - Both parties will leverage their respective channel and resource advantages for joint construction of charging and swapping facilities, professional construction general contracting services, and integrated marketing of resources [1]

Market Overview - The Shanghai Composite Index fell by 1.16% on September 3, with only three sectors showing gains: comprehensive, communication, and electric equipment, which rose by 1.64%, 1.61%, and 1.44% respectively [1] - The defense and military industry and non-bank financial sectors experienced the largest declines, with drops of 5.83% and 3.05% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets reached 71.426 billion yuan, with only three sectors seeing net inflows: electric equipment (2.958 billion yuan), textile and apparel (222 million yuan), and comprehensive (3.1066 million yuan) [1] - The non-bank financial sector had the highest net outflow, totaling 12.210 billion yuan, followed by the defense and military sector with a net outflow of 10.131 billion yuan [1] Comprehensive Sector Performance - The comprehensive sector saw a rise of 1.64% with a net inflow of 3.1066 million yuan, despite only one of its 16 constituent stocks rising [2] - The stock with the highest net inflow in the comprehensive sector was Dongyangguang, which attracted 105 million yuan, followed by Teli A and Hongmian Co., with inflows of 8.7395 million yuan and 5.0492 million yuan respectively [2] - The stocks with the largest net outflows included Yuegui Co., Zhangzhou Development, and Zongyi Co., with outflows of 65.8146 million yuan, 15.135 million yuan, and 13.3925 million yuan respectively [2]

业务评价：去年的净利率为-48.91%，算上全部成本后，公司产品或服务的附加值不高。从历史年报数 据统计来看，公司近10年来中位数ROIC为2.06%，中位投资回报较弱，其中最惨年份2023年的ROIC 为-7.74%，投资回报极差。公司历史上的财报非常一般，公司上市来已有年报38份，亏损年份6次，如 无借壳上市等因素，价投一般不看这类公司。 本次财报公布的各项数据指标表现尚佳。其中，毛利率24.0%，同比减6.98%，净利率-33.06%，同比增 15.59%，销售费用、管理费用、财务费用总计18.39亿元，三费占营收比60.57%，同比减9.05%，每股净 资产0.58元，同比减61.13%，每股经营性现金流-0.0元，同比减100.34%，每股收益-0.25元，同比增 13.79% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 29.29亿 | 30.37 乙 | 3.67% 1 | | 归母净利润(元) | -9.27亿 | -8.23 亿 | 11.27% | | 扣非净利润(元) | -9.45 G ...

本公司监事会及全体监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。 证券代码：600881 证券简称：亚泰集团 公告编号：临 2025-088 号 吉林亚泰（集团）股份有限公司 第十三届第八次监事会决议公告 特 别 提 示 吉林亚泰（集团）股份有限公司（以下简称"公司"）第十三届第 八次监事会会议于 2025 年 8 月 27 日在亚泰会议中心会议室举行，监 事会主席曲国辉先生主持了会议，会议应出席监事 7 名，实际出席监 事 7 名，会议符合法律、法规、规章和《公司章程》的有关规定，会 议审议并一致通过了公司 2025 年半年度报告及其摘要。 监事会认为，公司 2025 年半年度报告编制和审议程序符合法律、 法规、公司章程和公司各项管理制度的规定；公司 2025 年半年度报 告的内容和格式符合中国证监会和上海证券交易所的各项规定，所包 含的信息能够真实、准确、完整地反映公司 2025 年上半年的经营管 理和财务状况等事项；未发现参与 2025 年半年度报告编制和审议的 人员有违反保密规定的行为。 表决结果：同意 7 票，反对 0 票，弃权 0 ...

证券代码：600881 证券简称：亚泰集团 公告编号：临 2025-090 号 吉林亚泰(集团)股份有限公司 关于召开2025年第八次临时股东大会的通知 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 9 月 16 日 15 点 00 分 召开地点：亚泰会议中心会议室 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 9 月 16 日 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： 吉林亚泰（集团）股份有限公司（以下简称"公司"）于 2025 年 8 月 27 日召 开的第十三届第八次董事会审议通过了《关于召开 2025 年第八次临时股东大会 的有关事宜》，同意于 2025 年 9 月 16 日召开 2025 年第八次临时股东大会，具 体如下： (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的 方式 | 投票股东类型 | | --- | | 1 | | --- | 至2025 年 9 月 1 ...

Core Viewpoint - Jilin Yatai Group's 2025 semi-annual report indicates a slight increase in revenue despite ongoing challenges in the construction and real estate sectors, with a focus on optimizing asset structure and reducing debt [1][2]. Company Overview and Financial Indicators - The company reported a revenue of approximately CNY 3.04 billion for the first half of 2025, representing a 3.67% increase compared to the same period last year [2]. - The total profit for the period was approximately -CNY 992 million, an improvement of 13.22% year-on-year [2]. - The net profit attributable to shareholders was approximately -CNY 823 million, showing an 11.27% improvement from the previous year [2]. - The company's net assets decreased by 32.58% to approximately CNY 1.87 billion compared to the end of the previous year [2]. Industry Analysis Construction Materials - The national cement production was 815 million tons, a year-on-year decrease of 4.3%, but the decline rate has narrowed [3]. - The cement industry is experiencing weak demand but improved profitability due to rising prices in Northeast China and decreasing coal prices [3]. Real Estate - Real estate development investment decreased by 11.2%, with new housing starts down by 20.0% and sales area down by 3.5% [3]. - The market is characterized by investment contraction and a narrowing decline in sales, with local policies aimed at stabilizing the market [3]. Pharmaceutical Industry - The pharmaceutical sector is expected to grow due to increasing demand for high-quality medicines driven by economic development and an aging population [3]. - The company has established a comprehensive health management service through its extensive pharmacy network [3]. Operational Discussion - The company is focusing on reducing debt and stabilizing operations while optimizing its asset structure [4]. - In the construction materials sector, the company is collaborating with large enterprises on urban renewal and infrastructure projects [4]. - The real estate sector is prioritizing inventory reduction and cost management, leveraging national policies to accelerate land monetization [4]. Financial Investment - The company holds a 30.81% stake in Northeast Securities and a 6.88% stake in Jilin Bank, focusing on equity management to enhance overall investment returns [7][9].

| 公司代码：600881 | 吉林亚泰（集团）股份有限公司2025 年半年度报告摘要 | | | | | --- | --- | --- | --- | --- | | | | 公司简称：亚泰集团 | | | | 吉林亚泰（集团）股份有限公司 | | | | | | | 吉林亚泰（集团）股份有限公司2025 | 年半年度报告摘要 | | | | | 第一节 重要提示 | | | | | 展规划，投资者应当到 | http://www.sse.com.cn | 网站仔细阅读半年度报告全文。 | | | | 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。 | | | | | | 未出席董事职务 | 未出席董事姓名 | 未出席董事的原因说明 | | 被委 | | 托人姓名 | | | | | | 董事 | 韩冬阳 工作原因 | 秦 音 | | | | 独立董事 | 邴 正 工作原因 | 杜 婕 | | | | 无 | | | | | | | 第二节 公司基本情况 | | | | | | 公司股票简况 | | | | | 股票种类 | 股票上市交易所 股票简称 | 股票代码 | | 变更 ...

2025年8月29日，亚泰集团(600881.SH)发布2025年中报。 公司最新资产负债率为94.61%。 公司最新毛利率为24.00%，在已披露的同业公司中排名第3。最新ROE为-43.90%。 公司最新总资产周转率为0.07次，较去年同期总资产周转率增加0.01次，同比较去年同期上涨11.30%。最新存货周转率为0.26次，较去年同期存货周转率增 加0.04次，同比较去年同期上涨18.44%。 公司营业总收入为30.37亿元，在已披露的同业公司中排名第5，较去年同报告期营业总收入增加1.08亿元，同比较去年同期上涨3.67%。归母净利润为-8.23 亿元，较去年同报告期归母净利润增加1.05亿元。经营活动现金净流入为-68.86万元。 公司摊薄每股收益为-0.25元，较去年同报告期摊薄每股收益增加0.04元。 ...