（文章来源：证券日报） 证券日报网讯 2月24日，恒基达鑫发布公告称，公司控股股东珠海实友化工有限公司于2026年2月12日 将合计1000万股解除质押，占其持股6.04%，占公司总股本2.4690%，质权人为红塔证券股份有限公 司。 ...

Group 1 - Southwest Securities plans to raise up to 6 billion yuan through a private placement of A-shares to supplement its capital [1] - The funds will be used to optimize the company's capital structure and enhance its comprehensive financial service capabilities, market competitiveness, and risk resistance [1] - The issuance will not lead to significant changes in the company's main business operations [1] Group 2 - Hongta Securities has listed properties for sale on the Beijing Property Exchange, with a total value of 263 million yuan [2] - The properties have a book value of only 29.12 million yuan, indicating a substantial appreciation rate of 802.17% [2] - If the sale is completed at the assessed value, Hongta Securities expects to achieve a total profit of 187 million yuan [2] Group 3 - Shouchuang Securities appointed He Feng as the Executive Vice President and Cheng Jialin as the Vice President [3] - The appointments are effective from the date of the board's approval until the end of the current board's term [3] - Both appointees have extensive backgrounds in various roles within the company and related organizations [3]

Core Viewpoint - Hongta Securities is currently operating normally and in compliance, with a strong performance forecast for 2025, indicating significant growth in net profit and non-recurring net profit [2] Financial Performance - The company expects a net profit attributable to shareholders of 1.215 billion yuan in 2025, representing a year-on-year increase of 59.05% [2] - The non-recurring net profit is projected to grow by 57.42% year-on-year, indicating an overall improvement in profitability [2] Future Outlook - The company plans to continue its efforts in standardized operations and value enhancement, aiming to protect the legitimate rights and interests of all shareholders [2]

Core Viewpoint - Hongta Securities has announced the listing of certain properties on the Beijing Property Exchange, with a total listing price of 263 million yuan, marking a significant step in its asset disposal plan that dates back to early 2024 [1][3]. Group 1: Asset Disposal Details - The properties listed have an assessed value of 263 million yuan, reflecting an impressive appreciation rate of 802.17% from their book value of 29.12 million yuan [3]. - The asset disposal plan was initially proposed in March 2024 but faced delays due to the expiration of the assessment report, leading to a re-evaluation and a new assessment date set for April 30, 2025 [3]. - If the transaction is completed at the assessed price, Hongta Securities expects to realize a total profit of 187 million yuan [3]. Group 2: Financial Performance - Hongta Securities is currently experiencing strong financial performance, with a reported revenue of 2.022 billion yuan in 2024, representing a year-on-year increase of 68.36%, and a net profit of 764 million yuan, up 144.66% [3][4]. - The growth trend continued into 2025, with the first half of the year showing revenues of 1.189 billion yuan, a 15.69% increase, and a net profit of 670 million yuan, reflecting a 49.25% year-on-year growth [4]. - The company anticipates a full-year net profit of 1.215 billion yuan for 2025, indicating an expected growth of approximately 59% [4]. Group 3: Industry Context - The asset disposal by Hongta Securities is part of a broader trend among securities firms, with several companies, including Huaxi Securities and Founder Securities, actively engaging in property sales and rentals to optimize their asset structures [5][6]. - This strategic move contrasts with past instances where firms were forced to sell properties due to liquidity pressures, highlighting a proactive approach to managing non-core assets in the current regulatory environment [6].

红塔证券股份有限公司 关于出售部分房产的进展公告 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。 证券代码：601236 证券简称：红塔证券 公告编号：2026-004 本次资产处置通过产权交易中心挂牌方式转让，交易对手方具有不确定性， 可能出现没有交易对手方导致交易失败的情况，或出现部分资产实现交易的情况。 敬请广大投资者注意投资风险。 特此公告。 红塔证券股份有限公司董事会 2026 年 2 月 12 日 红塔证券股份有限公司（以下简称"公司"）于 2025 年 8 月 27 日召开第八 届董事会第三次会议审议通过了《关于审议公司房屋处置交易相关事项的议案》， 同意公司通过产权交易中心挂牌方式处置公司所拥有的部分房产，具体交易情况 详见公司于 2025 年 8 月 29 日在上海证券交易所网站披露的《红塔证券股份有限 公司关于出售部分房产的公告》（2025-042）。 近日，公司前述房产已在北京产权交易所完成挂牌，挂牌价格合计 26,279.19 万元人民币。 ...

Group 1: AI and Power Equipment - Alphabet plans to raise $20 billion through bond issuance, exceeding previous expectations, to invest heavily in data centers crucial for its AI strategy [1] - The global demand for high-power, stable electricity supply for AI computing is increasing, leading to a supply-demand gap in high-voltage power equipment [1] - TBEA is a leading private transformer manufacturer in China, capable of integrated services in high-voltage cables and accessories [2] Group 2: AI and Security - The integration of AI into cybersecurity is creating new opportunities, with safety and trust becoming core themes in the industry [3] - The implementation of new cybersecurity regulations in China marks a shift towards more detailed governance in the sector [3] - Anheng Information has launched China's first AI security agent, enhancing its capabilities in various security scenarios [4] Group 3: Metal Prices - The price of indium has surged to its highest level in over a decade, with a significant increase of 88% from 2500 RMB/KG to 4700 RMB/KG [5] - China accounts for 70% of global indium production, and the supply growth has been limited, indicating potential for further price increases [5] - Xiyang Co. holds the largest indium resource reserves globally, producing 101.62 tons of indium [5] Group 4: Tourism Industry - The domestic tourism market is expected to see a 300% increase in planned trips during the upcoming Spring Festival, indicating a strong recovery [6] - Companies like Sanxia Tourism are expanding their offerings to meet diverse consumer demands, including high-end cruise services [7] Group 5: AI Content Creation - Reading Group is focusing on AI-driven content creation, aiming to enhance the efficiency and value of IP development [8] - Daily Interactive provides data intelligence services, catering to the short video and short drama sectors [9] Group 6: Automotive Industry - The Ministry of Commerce is implementing measures to boost automotive consumption, including trade reforms and policies to support vehicle replacement [11] - Companies like Feilong Co. and Xingyu Co. are positioned to benefit from the anticipated growth in the automotive sector [11]

Core Viewpoint - Hongta Securities experienced a slight decline in stock price, with a trading volume of 145 million yuan on February 2, 2025, and a net financing outflow of 515.36 million yuan, indicating a challenging market environment for the company [1]. Financing Summary - On February 2, 2025, Hongta Securities had a financing buy-in amount of 15.22 million yuan and a financing repayment of 20.37 million yuan, resulting in a net financing outflow of 5.15 million yuan [1]. - The total financing and securities lending balance for Hongta Securities reached 668 million yuan, with the financing balance accounting for 1.74% of the circulating market value, which is above the 50th percentile level over the past year [1]. - The company also reported a securities lending repayment of 7,300 shares and a securities lending sell-out of 1,700 shares, with a total lending balance of 1.05 million yuan, also above the 50th percentile level over the past year [1]. Financial Performance - As of September 30, 2025, Hongta Securities reported a total revenue of 1.762 billion yuan, reflecting a year-on-year growth of 8.46%, and a net profit attributable to shareholders of 864 million yuan, marking a significant increase of 32.59% [2]. - The company has distributed a total of 2.862 billion yuan in dividends since its A-share listing, with 1.462 billion yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Hongta Securities was 79,700, a decrease of 6.44% from the previous period, while the average circulating shares per person increased by 6.88% to 59,175 shares [2]. - Among the top ten circulating shareholders, the Guotai CSI All-Share Securities Company ETF became a new shareholder, holding 36.5765 million shares, while the Huatai-PB CSI 300 ETF reduced its holdings by 990,000 shares [3].

Core Viewpoint - Hongta Securities (601236) announced a share buyback program, indicating a commitment to enhancing shareholder value through capital return strategies [1] Group 1: Buyback Details - As of January 31, 2026, the company has repurchased 16.03 million shares, which represents 0.340% of the total share capital [1] - The total amount spent on the buyback is 140 million yuan [1] - The buyback price range was between 8.33 yuan per share and 9.07 yuan per share [1]

证券代码：601236 证券简称：红塔证券 公告编号：2026-003 红塔证券股份有限公司 关于股份回购进展公告 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。 截至 2026 年 1 月 31 日，公司通过集中竞价交易方式已累计回购股份 1,603.05 万股，占公司总股本的比例为 0.340%，购买的最高价为人民币 9.07 元/股，最低 价为人民币 8.33 元/股，已支付的总金额为人民币 13,997.57 万元（不含交易费 用）。本次回购股份符合法律法规的规定及公司回购股份方案。 三、其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，在回购期限内根据市场情况择机做出 回购决策并予以实施，同时根据回购股份事项进展情况及时履行信息披露义务， 敬请广大投资者注意投资风险。 特此公告。 红塔证券股份有限公司董事会 重要内容提示： | 回购方案首次披露日 | 2025/7/18，由公司董事长景峰先生提议 | | | | | | | --- | --- | ...

格隆汇2月2日丨红塔证券(601236.SH)公布，截至2026年1月31日，公司通过集中竞价交易方式已累计回 购股份1,603.05万股，占公司总股本的比例为0.340%，购买的最高价为人民币9.07元/股，最低价为人民 币8.33元/股，已支付的总金额为人民币13,997.57万元（不含交易费用）。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...