证券之星消息，2月11日地摊经济板块较上一交易日上涨0.43%，小崧股份领涨。当日上证指数报收于 4131.98，上涨0.09%。深证成指报收于14160.93，下跌0.35%。地摊经济板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002723 | 小松股份 | 11.62 | 10.04% | 105.55万 | 11.37亿 | | 000659 | 珠海中富 | 4.84 | 10.00% | 140.93万 | 6.67亿 | | 603682 | 锦和商管 | 7.73 | 9.96% | 19.51万 | 1.48亿 | | 002485 | ST雪发 | 5.05 | 4.99% | 6372.0 | 321.79万 | | 002344 | 海宁皮城 | 5.16 | 4.45% | 51.88万 | 2.65 乙 | | 300483 | 草华燃气 | 17.67 | 3.45% | 30.02万 | 5.31亿 | | 603766 | 降葵通用 | ...

Group 1 - Iwojia (000560) is a leading real estate agency in China, established in 2000, focusing on property leasing, second-hand housing transactions, new house agency, and home services, benefiting from the rental and sales rights policy [1][33] - The company has over 3,000 offline stores and has served more than 10 million families, with its "Xiangyu" brand managing over 400,000 rental units [1][33] - Future prospects include market share expansion due to the deepening of rental and sales rights policies and enhanced service experience through digital tools [1][33] Group 2 - Huafa Group (600325) is a well-established real estate company under the Zhuhai State-owned Assets Supervision and Administration Commission, focusing on real estate development and property services, primarily in the Guangdong-Hong Kong-Macao Greater Bay Area [2][34] - The company actively participates in the rental and sales rights sector with its "Huafa Youjia" rental brand and is involved in urban renewal and industrial support projects [2][34] - Future outlook includes value reassessment of land reserves and profit growth from the expansion of rental business [2][34] Group 3 - Caixin Development (000838) is a listed platform under Chongqing Caixin Group, focusing on real estate development and urban renewal, primarily in the Chengdu-Chongqing economic circle [3][35] - The company integrates into the regional housing rental system through self-owned apartment projects and affordable housing cooperation [3][35] - Future prospects include long-term value release from land reserves and urban renewal projects, with rental business expansion opening new growth opportunities [3][35] Group 4 - China Merchants Shekou (001979) is a flagship real estate platform under China Merchants Group, focusing on real estate development and commercial operations, primarily in key urban clusters [4][36] - The company has over 20,000 rental units under its "Yijian" brand and is deeply involved in the construction of affordable rental housing [4][36] - Future outlook includes profit growth from the expansion of rental business and asset revitalization through REITs pilot projects [4][36] Group 5 - Chengdu Investment Holdings (600649) is a city construction and operation platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on real estate development and water operations [5][37] - The company actively responds to policy directions through affordable housing projects and long-term rental operations [5][37] - Future prospects include expansion of rental business scale and long-term value release from urban renewal projects [5][37] Group 6 - Binjiang Group (002244) is a leading real estate company in Hangzhou, focusing on high-quality residential development and commercial operations [6][39] - The company actively participates in the housing rental market through self-owned commercial properties and long-term rental projects [6][39] - Future outlook includes value reassessment of land reserves and profit growth from rental business expansion [6][39] Group 7 - Sealand (002285) is a leading comprehensive real estate service provider in China, focusing on property agency, rental services, and asset operation [7][40] - The company has served over one million families and manages over 100,000 rental units under its "Hongpu Apartment" brand [7][40] - Future prospects include market share expansion and service experience enhancement through digital tools [7][40] Group 8 - Poly Developments (600048) is a flagship real estate platform under Poly Group, focusing on real estate development and property services [8][41] - The company has over 50,000 rental units under its "Poly Apartment" brand and is involved in affordable rental housing construction [8][41] - Future outlook includes profit growth from rental business expansion and financing advantages under state-owned enterprise background [8][41] Group 9 - Huangting International (000056) is a commercial real estate operator based in Shenzhen, focusing on commercial property operations and financial services [9][42] - The company actively participates in the housing rental market through self-owned commercial property transformation and long-term rental operations [9][42] - Future prospects include further opening of rental space through commercial property transformation and value release from urban renewal projects [9][42] Group 10 - Jinhe Commercial Management (603682) is a leading cultural and creative park operator, focusing on urban renewal and cultural park operations [10][43] - The company integrates into the regional housing rental system through park-affiliated apartment operations and affordable housing cooperation [10][43] - Future outlook includes growth in park-affiliated rental business and consolidation of industry position through ongoing urban renewal projects [10][43] Group 11 - Vanke A (000002) is a leading real estate company in China, focusing on real estate development and rental operations [11][44] - The company has over 200,000 rental units under its "Boyu" brand, making it one of the largest long-term rental apartment operators in China [11][44] - Future prospects include profit growth from rental business expansion and asset revitalization through REITs pilot projects [11][44] Group 12 - Tianjian Group (000090) is a city construction and operation platform under the Shenzhen State-owned Assets Supervision and Administration Commission, focusing on real estate development and urban construction [12][45] - The company actively responds to policy directions through affordable housing projects and long-term rental operations [12][45] - Future outlook includes expansion of rental business scale and long-term value release from urban renewal projects [12][45] Group 13 - ST Sunshine (000608) is an established glass manufacturing company transitioning into the new energy and real estate sectors [13][46] - The company attempts to enter the housing rental market through self-owned property transformation and affordable housing cooperation [13][46] - Future prospects include growth in rental business and recovery of overall performance through the expansion of photovoltaic glass business [13][46] Group 14 - 365 Network (300295) is a leading real estate internet service platform, focusing on property information and transaction services [14][47] - The company integrates rental housing information through its online platform, benefiting from the rental and sales rights policy [14][47] - Future outlook includes growth in online rental platform traffic and improved profitability through financial technology business expansion [14][47] Group 15 - Debi Group (300947) is a leading cultural and creative park operator, focusing on urban renewal and cultural park operations [15][48] - The company integrates into the regional housing rental system through park-affiliated apartment operations and affordable housing cooperation [15][48] - Future prospects include growth in park-affiliated rental business and consolidation of industry position through ongoing urban renewal projects [15][48] Group 16 - Changjiang Investment (600119) is a logistics and real estate platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on logistics operations and real estate development [16][49] - The company attempts to enter the housing rental market through self-owned property transformation and affordable housing cooperation [16][49] - Future outlook includes growth in rental business and performance improvement through logistics real estate appreciation [16][49] Group 17 - New Huangpu (600638) is a real estate platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on real estate development and financial services [17][50] - The company actively participates in the housing rental market through affordable housing projects and long-term rental operations [17][50] - Future prospects include expansion of rental business scale and long-term value release from urban renewal projects [17][50] Group 18 - Yueshin Health (002162) is a health real estate and elderly care service provider, focusing on health real estate development and elderly care services [18][51] - The company integrates into the regional housing rental system through health community-affiliated apartment operations and affordable housing cooperation [18][51] - Future outlook includes growth in health rental business and improved profitability through the expansion of elderly care services [18][51]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603682 证券简称：锦和商管 公告编号：2026-003 上海锦和商业经营管理（集团）股份有限公司 关于累计诉讼、仲裁事项的公告 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。 上海锦和商业经营管理（集团）股份有限公司（以下简称"公司"）根据《上海证券交易所股票上市规 则》等有关规定，对公司及下属公司连续十二个月内诉讼、仲裁事项进行了统计，现将有关统计情况公 告如下： 截至本公告披露日，公司及控股子公司连续十二个月内发生的诉讼、仲裁事项累计涉案金额为 114,329,926元，占公司最近一期经审计归属于上市公司股东净资产的11.2%，其中，公司及子公司作为 原告方的诉讼、仲裁金额为102,104,148元，占公司最近一期经审计归属于上市公司股东净资产的 10.0%；作为被告方的诉讼、仲裁金额为12,225,778元, 占公司最近一期经审计归属于上市公司股东净资 产的1.2%。其中，单笔涉案金额1,000万元以上的诉讼、仲裁案件具体情况详见附件。 二、其他尚未披露的 ...

证券代码：603682 证券简称：锦和商管 公告编号：2026-003 上海锦和商业经营管理（集团）股份有限公司 关于累计诉讼、仲裁事项的公告 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。 上海锦和商业经营管理（集团）股份有限公司（以下简称"公司"）根据《上 海证券交易所股票上市规则》等有关规定，对公司及下属公司连续十二个月内诉 讼、仲裁事项进行了统计，现将有关统计情况公告如下： 一、累计诉讼、仲裁事项的基本情况 截至本公告披露日，公司及控股子公司连续十二个月内发生的诉讼、仲裁事 项累计涉案金额为 114,329,926 元，占公司最近一期经审计归属于上市公司股东净 资产的 11.2%，其中，公司及子公司作为原告方的诉讼、仲裁金额为 102,104,148 元，占公司最近一期经审计归属于上市公司股东净资产的 10.0%；作为被告方的 诉讼、仲裁金额为 12,225,778 元, 占公司最近一期经审计归属于上市公司股东净资 产的 1.2%。其中，单笔涉案金额 1,000 万元以上的诉讼、仲裁案件具体情况详见 附件。 鉴于本公告 ...

Core Insights - The event "2025 Smart City Integration · Digital Leading Future" was held in Shanghai, where the company Jinhe Commercial Management was awarded "Top 10 Excellent Operators of Industrial Parks in the Yangtze River Delta" and "Top 20 National Brand Power of Urban-Rural Integration Operators" [1][8][10] Group 1: Company Achievements - Jinhe Commercial Management received recognition for its comprehensive operational strength and industry influence, highlighting its capabilities in asset renewal, industrial ecosystem cultivation, and sustainable operational management [1][8] - The awards signify authoritative acknowledgment of the company's professional abilities and brand value [1][8] Group 2: Urban Renewal Focus - The company is at the forefront of urban renewal, focusing on repositioning, upgrading, and professional operation of inefficient existing buildings to create high-quality spaces that meet modern industrial development needs [5][12] - Each project renewal not only transforms physical spaces but also deeply reshapes regional functions, industrial vitality, and urban context, injecting commercial vitality and cultural warmth into cities [5][12] Group 3: Industrial Ecosystem Development - As an operational service provider connecting space, industry, and people, the company aims to create an "industrial symbiosis" ecosystem platform that promotes interaction, collaboration, and innovation among enterprises within its parks [6][13] - The parks operated by Jinhe are evolving into accelerators for enterprise growth and important carriers for regional industrial upgrades [6][13] Group 4: Long-term Commitment - The company adheres to a "long-termism" philosophy, integrating refined, standardized, and digital management throughout the entire project lifecycle, ensuring a balance between social benefits and market value [6][13] - The team is committed to enhancing asset value and sustainable development through professional and meticulous management practices [6][13] Group 5: Future Outlook - Looking ahead, the company will continue to uphold its mission of "updating cities and improving lives," enhancing asset operation and industrial service capabilities while exploring more possibilities for urban-rural integration [8][14] - Jinhe aims to contribute more "Jinhe strength" to the high-quality development of cities and better living standards [8][14]

Core Insights - The "street vendor economy" sector experienced a decline of 1.02% on January 27, with Shanghai Jiubai leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Market Performance - The following stocks in the street vendor economy sector showed significant price movements: - Zhuhai Zhongfu (000659) closed at 4.93, up 10.04% with a trading volume of 770,900 shares and a turnover of 357 million yuan [1] - Jihong Co. (002803) closed at 20.15, up 3.39% with a trading volume of 159,500 shares and a turnover of 316 million yuan [1] - Jiangling Motors (000550) remained unchanged at 18.41 with a trading volume of 73,600 shares and a turnover of 135 million yuan [1] Capital Flow - The street vendor economy sector saw a net outflow of 775 million yuan from institutional investors, while retail investors contributed a net inflow of 605 million yuan [2] - The following stocks had notable capital flows: - Zhuhai Zhongfu (000659) had a net inflow of 73.81 million yuan from institutional investors, but a net outflow of 49.64 million yuan from retail investors [3] - Xiaoshangpin City (600415) experienced a net inflow of 21.03 million yuan from institutional investors, with a net outflow of 36.95 million yuan from retail investors [3]

1月26日，锦和商管跌5.03%，截至发稿，报6.98元/股，成交7650.17万元，换手率2.24%，总市值32.98 亿元。 资料显示，上海锦和商业经营管理(集团)股份有限公司位于上海市徐汇区虹漕路68号锦和中心18楼，成 立日期2007年5月9日，上市日期2020年4月21日，公司主营业务涉及城市老旧物业、低效存量商用物业 的定位设计、改造、招商、运营和服务。主营业务收入构成为：租赁74.83%，物业服务及其他 25.17%。 从锦和商管十大流通股东角度 截至发稿，孔宪政累计任职时间5年62天，现任基金资产总规模66.75亿元，任职期间最佳基金回报 103.67%， 任职期间最差基金回报-16.74%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

△图源：同花顺 预计计提各类资产减值损失2.26亿元 事实上，截至2025年第三季度末，锦和商管的业绩还表现良好。虽然其营收较上年小幅下滑5.89%，至7.29亿元；但归母净利润却同比增长127.98%，至 8586.88万元。 也就是说，第四季度，锦和商管业绩突然大变脸，而背后的核心原因竟是大额资产减值计提。 锦和商管在业绩预报中表示，随着部分项目边际租金成交单价下行，公司对相关资产进行年末减值测试，预计2025年度计提各类资产减值损失合计约2.26 亿元，其中拟计提资产减值准备2.17亿元，拟计提信用减值准备893.11万元。 1月20日晚间，锦和商管发布业绩预报称，2025年预计归母净亏损0.75亿元至1.25亿元；预计扣非净亏损为1.75亿元至2.25亿元。而这也将是该公司自上市 以来归母净利润首次告负。 资料显示，锦和商管成立于2007年5月，公司聚焦城市更新领域，致力于城市老旧物业的重新定位、设计改造、招商运营和服务提升，管理业态包括但不 限于文创园区、办公楼宇、社区商业、公寓等。2020年4月21日，锦和商管登陆上交所，在业内有"城市更新第一股"和"轻资产第一股"之称。 随着业绩预告发布，资本市 ...

Group 1 - The general retail sector increased by 0.81% on January 22, with Jinhe Commercial Management leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Notable gainers in the general retail sector included Jinhe Commercial Management (up 4.11%), Hemei Group (up 3.26%), and Ningbo Zhongbai (up 3.08%) [1] Group 2 - The general retail sector experienced a net outflow of 676 million yuan from institutional investors, while retail investors saw a net inflow of 792 million yuan [2] - Major stocks with significant net inflows from retail investors included Youa Co. (1864.64 million yuan) and Hemei Group (1531.57 million yuan) [3] - Conversely, stocks like Xiaoshangpin City and Youa Co. faced net outflows from institutional investors, indicating varied investor sentiment across the sector [3]

虽身处城市更新蓝海赛道，但锦和商管（603682.SH）业绩表现并不乐观。 1月20日晚间，锦和商管发布业绩预报称，2025年预计归母净亏损0.75亿元至1.25亿元；预计扣非净亏损为1.75亿元至2.25亿元。而这也将是该公司自上市以 来归母净利润首次告负。 资料显示，锦和商管成立于2007年5月，公司聚焦城市更新领域，致力于城市老旧物业的重新定位、设计改造、招商运营和服务提升，管理业态包括但不限 于文创园区、办公楼宇、社区商业、公寓等。2020年4月21日，锦和商管登陆上交所，在业内有"城市更新第一股"和"轻资产第一股"之称。 随着业绩预告发布，资本市场反应剧烈。1月21日，锦和商管股价开盘即跌停，报6.35元 /股，随后股价震荡攀升，截至收盘报7.06元/ 股，较前一交易日微 涨0.14%。 对此，时代周报记者致电锦和商管证券部，接电话工作人员表示，2025年公司大部分项目的经营现金流仍为净流入状态。至于公司归母净利润首次陷入亏 损，主要是受会计上的资产减值计提影响。 图片来源：同花顺 锦和商管在业绩预报中表示，随着部分项目边际租金成交单价下行，公司对相关资产进行年末减值测试，预计2025年度计提各类资 ...