红星美凯龙（601828）(01528)发布公告，截至本公告披露日，本员工持股计划所持有的公司股票581.62 万股已全部出售完毕，约占公司总股本的0.13%。根据本员工持股计划管理办法的相关规定，待资产清 算和分配工作完成后，本员工持股计划终止。 ...

智通财经APP讯，红星美凯龙(01528)发布公告，截至本公告披露日，本员工持股计划所持有的公司股票 581.62万股已全部出售完毕，约占公司总股本的0.13%。根据本员工持股计划管理办法的相关规定，待 资产清算和分配工作完成后，本员工持股计划终止。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完整性亦不發表 任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因依賴該等內容而引致之任何損失承擔任 何責任。 Red Star Macalline Group Corporation Ltd. 紅星美凱龍家居集團股份有限公司 邱喆 （一家於中華人民共和國註冊成立的中外合資股份有限公司） （股份代號：1528） 海外監管公告 本公告乃由紅星美凱龍家居集團股份有限公司（「本公司」）根據香港聯合交易所有 限公司證券上市規則第13.10B條作出。 以下為本公司於上海證券交易所網站刊發之《紅星美凱龍家居集團股份有限公司 關於第三期員工持股計劃出售完畢暨終止的公告》，僅供參閱。 承董事會命 紅星美凱龍家居集團股份有限公司 董事會秘書兼聯席公司秘書 中國上海，2025年7月29日 於本公告日期，本公司的執行董事為李玉鵬、車建興、施姚峰及楊映武；非執行董事為葉衍榴、鄒少榮、宋廣斌及 許迪；及獨立非執行董事為薛偉、黃建忠、陳善昂、黃志偉及蔡慶輝。 红星美凯龙家居集团股份有限公司 证券代码：601828 证券简称：美凯龙 编号：2 ...

本文由"金投网"（ID：wxcngold)编辑，欢迎下载"金投网APP"，看行情，聊行情，了解金银走势，欢迎留言！ 今年最惨的行业出现了，2个月之内，连续4位创始人大佬出事，要么坠楼、要么坠马，撕开了整个地产圈的遮雨布。 2025年，家居行业似乎被阴霾所笼罩，一系列令人震惊的事件接连发生，让整个行业乃至社会都为之震动。 在"无破数据终端"的统计中，2025年上半年共有131家装企破产清算，平均每1.36天就有一家家装企业走向破产。浙江省成为重灾区，占比超过全 国破产装企总量的23%，上海也意外跻身破产企业数量前十。 家装行业的危机迅速传导至上游建材领域。2025年1-6月，全国共有51家陶瓷及相关配套企业的76项资产被公开拍卖，涉及的资产评估价超过18.2 亿元。然而市场接盘意愿低迷，最终成交率仅31%，成交额约1.7亿元。 这背后就是作为心脏的地产行业供血不足了，数据在血崩。当然，家居企业自身经营模式也存在问题。许多企业采取"重资产+高杠杆"的扩张模 式，像居然之家405家门店中自有物业比例达28%，靓家居48家大店自有物业比例更高达50% 。一旦出租率下滑，固定折旧与财务费用瞬间吞噬现 金流。过去靠"预售 ...

阿里继续"断舍离"。7月29日消息，红星美凯龙家居集团股份有限公司近日发布公告称，阿 里旗下杭州灏月拟通过集中竞价、大宗交易方式减持公司股份共计不超过130,641,979 股(占 公司总股本 3%)。其中以集中竞价方式减持公司股份不超过 43,547,326 股(占公司总股本 1%);以大宗交易方式减持公司股份不超过 87,094,653 股(占公司总股本 2%)。 据公告，杭州 灏月作为持有红星美凯龙5%以上股份的股东，与淘宝控股、新零售基金为一致行动人，三 者合计持有红星美凯龙4.05亿股，占总股本的9.31%。此次减持，按照当前股价，预计套现 金额为4亿元。 阿里此前曾转让红星美凯龙股份 阿里一度看好线下实体零售，并频繁扫货，先后于2014年入股银泰百货，后又增持高鑫零售。在家居领 域，阿里有两大手笔投资——居然之家和红星美凯龙。 刚提出"新零售"战略两年的阿里继续加码。2019年5月，美凯龙发布公告，控股股东红星控股成功发行 可交换债券，以43.6亿元被阿里全额认购。可交换债全部换股后，阿里合计拥有美凯龙13.7%的股权， 成为美凯龙第二大股东。 不过，战略调整聚焦主业后，阿里如今明确表示要从实体零 ...

证券代码：601828 证券简称：美凯龙 编号：2025-060 红星美凯龙家居集团股份有限公司 关于第三期员工持股计划出售完毕暨终止的公告 红星美凯龙家居集团股份有限公司 红星美凯龙家居集团股份有限公司 累计出售了通过信托计划持有的 9,963,800 股公司股票，合计约占公司目前总股 本的 0.23%，本员工持股计划的份额相应减少。 二、公司第三期员工持股计划股票出售情况及后续安排 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。 红星美凯龙家居集团股份有限公司（以下简称"公司"）2021年实施的第三 期员工持股计划（以下简称"本员工持股计划"）所持有的公司股票5,816,200 股已全部出售完毕，根据《关于上市公司实施员工持股计划试点的指导意见》以 及公司本员工持股计划相关规定，现将有关情况公告如下： 一、公司第三期员工持股计划的基本情况 本员工持股计划经公司第四届董事会第二十一次临时会议和 2021 年第一次 临时股东大会审议通过，并于 2021 年 5 月 12 日通过"陕国投·美凯龙第三期员工 持股单一资金信托"（以 ...

格隆汇7月29日丨美凯龙(601828.SH)公布，公司2021年实施的第三期员工持股计划所持有的公司股票 5,816,200股已全部出售完毕。根据本员工持股计划管理办法的相关规定，待资产清算和分配工作完成 后，本员工持股计划终止。 ...

Core Viewpoint - Alibaba is strategically divesting from non-core retail assets, particularly in physical retail, to streamline operations and mitigate losses associated with underperforming investments [1][10][18]. Summary by Sections Alibaba's Divestment Strategy - Alibaba has been actively reducing its stake in non-core assets over the past two years, particularly in physical retail, to lighten its operational load [1]. - The recent announcement from Red Star Macalline indicates that Alibaba's subsidiary, Hangzhou Haoyue, plans to reduce its holdings by up to 130,641,979 shares, representing 3% of the total share capital [3][4]. Financial Implications - The planned divestment will occur between September 1, 2025, and November 30, 2025, with a maximum of 43,547,326 shares sold through open bidding and 87,094,653 shares through block trading [3][4]. - At a closing price of 3.11 CNY per share, the total cash raised from this divestment could be approximately 400 million CNY [5]. Performance of Red Star Macalline - Red Star Macalline is projected to incur losses between 1.59 billion to 1.92 billion CNY in the first half of 2025, adding to previous losses of 2.216 billion CNY in 2023 and 2.983 billion CNY in 2024, totaling over 6.7 billion CNY in losses over two and a half years [5][7]. - The company attributes its poor performance to dual pressures of supply fluctuations and declining demand, exacerbated by a sluggish real estate market [7]. Management Changes and Market Impact - Red Star Macalline has experienced significant management upheaval, with the resignation of key executives, which has further undermined investor confidence and contributed to a stock price decline of 86% from historical highs [9][10]. - As of July 25, 2025, Red Star Macalline's market capitalization is approximately 13.5 billion CNY [9]. Strategic Shift for Alibaba - Alibaba's divestment from Red Star Macalline reflects a broader strategy to exit underperforming investments and focus on its core e-commerce and technology businesses [18]. - The company aims to enhance operational efficiency by shedding non-core assets, thereby reducing management layers and fostering innovation [18][19].

Core Viewpoint - The recent surge in the A-share market has led to a significant increase in share reduction plans by listed companies, indicating a potential "reduction tide" as shareholders seek to cash out during market highs [1][10]. Group 1: Market Trends - Since July, the Shanghai Composite Index has reached new highs, surpassing 3600 points, prompting nearly 400 A-share companies to announce around 700 share reduction plans [1][3]. - The month of July has seen a notable increase in stock prices, with the Shanghai Composite Index reporting a rise of 0.12% to close at 3597.94 points on July 28 [3]. Group 2: Share Reduction Details - A total of 382 companies have disclosed share reduction plans in July, with significant reductions from companies like Tianli Lithium Energy, Dali Kape, and Delmar, where reductions exceeded 4% [3][4]. - Notably, Tianli Lithium Energy's major shareholder plans to reduce 540,000 shares, representing 4.55% of the total share capital, with an estimated cash-out of approximately 161 million yuan [4]. Group 3: Shareholder Behavior - Several companies have experienced coordinated share reductions by multiple shareholders, such as Guoyuan Technology, where 14 individuals plan to reduce a total of 264,300 shares, accounting for about 1.99% of the total share capital [5][6]. - Shareholders of stocks that have recently seen price increases, such as Zhongshe Co. and Meibang Co., have also engaged in significant cashing out during this period [8][9]. Group 4: Regulatory Environment - The regulatory environment has tightened around share reductions, with measures in place to prevent "roundabout reductions" and other covert operations, aiming to balance the freedom of reductions with market stability [11][12]. - The implementation of new reduction regulations has reportedly led to a decrease in reduction amounts and a reduction in the number of violations, indicating a shift towards a more stable market environment [12].

Group 1 - Liu Bing, chairman of Fusenmei, has been placed under detention, marking the third major figure in the home furnishing market to face such action in three months [6] - The chairman of First Capital Securities, Wu Lishun, has resigned due to a job transfer to the Beijing State-owned Assets Supervision and Administration Commission [9][10] - The former deputy general manager of China Electronics Technology Group, He Wenzhong, has been sentenced to death with a two-year reprieve for accepting bribes totaling nearly 300 million yuan [11] Group 2 - Minsheng Bank has appointed Li Wenshi as its youngest vice president, following the approval of the National Financial Regulatory Administration [8] - Du Gang has resigned as vice president of Bohai Bank after serving in the role for six years, effective July 25, 2025 [7] - Huang Runchong, former secretary-general of the China Banking Association, has been expelled from the Party for destroying and transferring evidence during an investigation [12] Group 3 - Changan Automobile is preparing for a significant event in Chongqing, with the announcement of a new central enterprise name and the introduction of its core management team [5] - Changan has undergone a dramatic transformation, from military manufacturing to a strong presence in joint ventures, and is now focusing on the electric vehicle market [5] - The independent status of Changan as a central enterprise provides greater development space and policy support, while also increasing market competition pressures [5]