预亏公司中，有654家公布了具体的亏损金额区间，以预计最大亏损金额统计，31股亏损金额超过10亿 元，亏损金额最多的是万科A，公司预计上半年亏损100.00亿元~120.00亿元。亏损金额较大的还有华夏 幸福、通威股份等，华夏幸福预计亏损55.00亿元~75.00亿元；通威股份预计亏损49.00亿元~52.00亿 元。（数据宝） 上半年业绩预亏公司排名 | 代码 | 简称 | 业绩预告发布日期 | 预计净利润上限（万元） | 预计净利润下限（万元） | | --- | --- | --- | --- | --- | | 000002 | 万科A | 2025.07.15 | -1000000.00 | -1200000.00 | | 600340 | 华夏幸福 | 2025.07.12 | -550000.00 | -750000.00 | | 600438 | 通威股份 | 2025.07.15 | -490000.00 | -520000.00 | | 000656 | *ST金科 | 2025.07.15 | -300000.00 | -450000.00 | | 002129 | TCL中环 | 20 ...

Group 1 - The Central Committee of the Communist Party of China will hold its fourth plenary session in October, emphasizing the need for macro policies to continue and enhance efforts to boost consumption and strengthen the domestic capital market [1] - The Ministry of Commerce of China expressed welcome for foreign investment, including from U.S. companies, to share development opportunities [2] - The National Development and Reform Commission has allocated a budget of 90 billion yuan for childcare subsidies, with applications opening in late August [3] Group 2 - The Hubei humanoid robot fund has launched with an initial investment of 5 billion yuan, focusing on the development of robotics technology [6] - The China Coking Industry Association has called for an increase in coke prices, with specific price adjustments announced for various types of coke effective July 31 [7] - The Dalian Commodity Exchange has adjusted trading limits for certain contracts related to industrial silicon and lithium carbonate [8] Group 3 - CATL reported a net profit of 30.5 billion yuan for the first half of the year, a year-on-year increase of 33.02%, and announced a cash dividend of 10.07 yuan per share [9] - Vanke A announced a loan of up to 869 million yuan from Shenzhen Metro Group [10] - Long River Power plans to invest approximately 26.6 billion yuan in the Gezhouba shipping capacity expansion project [10] Group 4 - Lide Man plans to acquire up to 70% of a tuberculosis diagnostic screening company, which is expected to constitute a major asset restructuring [11] - Dongxin Co. announced ongoing product optimization for its chip products, which have not yet generated revenue [12] - The stock of Hehua Co. is suspended due to plans for a change in control [13] Group 5 - The Federal Reserve maintained its target range for the federal funds rate at 4.25% to 4.50%, marking the fifth consecutive decision to keep rates unchanged [15] - The U.S. government announced a 50% tariff on imported semi-finished copper products effective August 1 [18] - The U.S. stock market showed mixed results, with the Dow Jones down 0.38% and the Nasdaq up 0.15% [21] Group 6 - Microsoft reported fourth-quarter revenue of $76.44 billion, a year-on-year increase of 18%, exceeding expectations [22] - Qualcomm's third-quarter adjusted revenue was $10.37 billion, a 10% increase year-on-year, with adjusted net income rising by 25% [23]

Group 1 - The Political Bureau of the Central Committee of the Communist Party of China held a meeting to assess the current economic situation and set the direction for economic work in the second half of the year, emphasizing the need for sustained macroeconomic policy efforts and timely enhancements [2] - The meeting highlighted the importance of effectively releasing domestic demand potential, deepening reforms, stabilizing foreign trade and investment, and ensuring social welfare [2] Group 2 - The U.S. President announced a 50% tariff on imported semi-finished copper products starting August 1, which includes various copper products and their derivatives [3] - The announcement indicates that copper input materials and scrap copper will not be subject to the same tariffs [3] Group 3 - Starbucks reported a 3.8% year-on-year increase in total revenue for Q3 2025, amounting to $9.456 billion, while net profit fell by 47.1% to $558 million [30] - The CEO addressed rumors regarding the sale of equity in China, stating that the company is seeking strategic partners while aiming to retain a significant stake in its Chinese operations [30] Group 4 - Vanke A announced that Shenzhen Metro Group will provide a loan of up to 869 million yuan, which will be used to repay bond principal and interest [29] - The loan is secured by the company's investment properties and other assets, with a repayment period until July 2, 2028 [29]

Industry News - The State Council held a press conference announcing that starting from January 1, 2022, eligible infants can receive childcare subsidies, with a preliminary budget of approximately 90 billion yuan for this year [6] - A national teleconference on the prevention and control of the Chikungunya virus was held, emphasizing the need for environmental sanitation and effective mosquito control measures [6] - The Chinese medicine industry will implement labeling regulations for medicinal herbs starting August 1, 2023, requiring labels to include expiration dates [7] - The China Coking Industry Association held a market analysis meeting, where representatives agreed to raise coking prices by 50 to 75 yuan per ton starting July 31 [7] - A successful launch of low-orbit satellite internet satellites was conducted using the Long March 8 rocket, marking advancements in automated launch technology [8] Company News - Upwind New Materials announced a suspension of trading due to abnormal stock price fluctuations [3] - CATL reported a net profit of 30.5 billion yuan for the first half of the year, a year-on-year increase of 33.02%, and plans to distribute a cash dividend of 10.07 yuan per share [9] - Vanke A announced that Shenzhen Metro Group will provide a loan of up to 869 million yuan to the company [9] - XGIMI Technology projected a net profit increase of 2062% year-on-year for the first half of the year [9] - Yonghui Supermarket plans to raise no more than 3.992 billion yuan through a private placement for store upgrades [9] - Yangtze Power announced plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [9] - Digital Certification announced that its controlling shareholder intends to transfer shares without compensation, changing the controlling shareholder to Beijing Data Group [9] - Chip products from Shanghai Lisan are undergoing optimization, with no revenue generated yet [9] - Zhongwang Software is facing a copyright infringement lawsuit from Autodesk in a U.S. court [9] - Chipsea Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange [9] - Sunshine Dairy announced that its controlling shareholder sold a total of 1.1452 million shares in the past two days [9]

万科企业股份有限公司 关于深铁集团向公司提供不超过 8.69 亿元借款暨关联交易的公告 证券代码：000002、299903 证券简称：万科 A、万科 H 代 铁集团向公司提供不超过8.69亿元借款的议案》，关联董事辛杰、黄力平、雷江 松对本次关联交易事项回避表决。本次关联交易事项已经公司第二十届董事会独 立董事专门会议第十一次会议审议通过。 大资产重组或重组上市，无需经过有关部门批准。 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 一、关联交易概述 大股东深圳市地铁集团有限公司（以下简称"深铁集团"）向公司再提供不超过 根据《深圳证券交易所股票上市规则》等相关规定，本次关联交易事项构成公司 应披露的关联交易。 注册资本：4,723,198.20万元人民币 公告编号：〈万〉2025-109 二、关联方的基本情况 公司名称：深圳市地铁集团有限公司 企业性质：有限责任公司（国有独资） 注册地址及主要办公地点：深圳市福田区莲花街道福中一路1016号地铁大厦 法定代表人：辛杰 经营范围：地铁、轻轨交通项目的建设经营、开发和综合利用；投资兴办实 业（具体项目另行申报）；国 ...

万科企业股份有限公司 证券代码：000002、299903 证券简称：万科 A、万科 H 代 公告编号：2025-107 （三）被担保人基本情况 公司名称：新双冷（青岛）物流有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 为满足经营需要，万科企业股份有限公司之控股子公司（以下简称"公司" 或"万科"）向银行申请贷款，公司之控股子公司通过信用保证为相关贷款提供 担保。 公司 2024 年度股东大会审议通过了《关于提请股东大会授权公司及控股子 公司对外提供担保的议案》，同意在授权有效期内提供的新增担保总额须不超过 人民币 1,500 亿元，有效期为自 2024 年度股东大会决议之日起至 2025 年度股东 大会决议之日止。董事会在取得股东大会授权之同时，已进一步转授权公司指定 高管人员对于单笔对外担保金额低于人民币 50 亿元进行审批，并签署相关法律 文件。 本次担保事项在上述担保额度范围内，被转授权人员已在上述授权范围内决 策同意本次担保事项，具体情况如下： 一、担保事项 （一）担保事项概述 公司之控股子公司新双冷（青岛）物流有限公司（以下简称"新双冷"） ...

值得一提的是，此次借款距万科上次向大股东借款，间隔尚不足一个月。7月3日，深铁集团曾向万科提供不超过62.49亿元借款，也是年 内万科申请的最大一笔借款。 万科在公告中指出，本次股东借款用于偿还公司在公开市场发行的债券本息以及经出借人同意的指定借款利息；借款期限从合同签订之 日起至2028年7月2日止；定价基准为每笔借款提款日前一工作日全国银行间同业拆借中心公布的1年期贷款市场报价利率（LPR），浮 动点数为减66个基点，目前为2.34%。 另外，公司根据国资对外借款的相关规定就本次股东借款提供资产、股权或收益权质押等形式的增信安排，抵质押资产的对应质押率等 于或高于市场惯例的水平确定。此次借款的抵质押资产清单显示，包括深圳市万科发展有限公司持有的办公资产、万科企业股份有限公 司持有的办公资产等，合计账面净值为12.972亿元，抵质押率从50%至70%不等。 | TH THE JENUAL LA THE SELECT COLLECT COLLECT COLLECT CONTRACT CONTRACT CONTRACT CONTRACT CONTRACT CONTRACT CONTRACT CONTRACT C ...

Core Viewpoint - Vanke Enterprise Co., Ltd. has announced a new loan agreement with its largest shareholder, Shenzhen Metro Group, for up to 869 million yuan, aimed at repaying bond principal and interest [1][2] Group 1: Loan Details - The loan amount of 869 million yuan is provided by Shenzhen Metro Group, marking the seventh loan provided to Vanke in 2023 [2] - The previous loan from Shenzhen Metro Group was 6.249 billion yuan, making it the largest loan Vanke has applied for this year [1] - The loan will be used to repay the principal and interest of bonds issued in the public market, with a loan term until July 2, 2028 [1] - The interest rate is based on the one-year Loan Prime Rate (LPR) minus 66 basis points, currently at 2.34% [1] Group 2: Cumulative Borrowing - Since early 2025, Shenzhen Metro Group has provided a total of 21.819 billion yuan in loans to Vanke, and with the new loan, the total will exceed 22.6 billion yuan [2] - The previous six loans from Shenzhen Metro Group to Vanke were for amounts of 2.8 billion yuan, 4.2 billion yuan, 3.3 billion yuan, up to 1.552 billion yuan, up to 3 billion yuan, and up to 6.249 billion yuan respectively [2] Group 3: Collateral and Security - Vanke has provided asset, equity, or income rights pledges as collateral for the loan, with the total net value of pledged assets amounting to 1.2972 billion yuan [1] - The collateralization rate for the pledged assets ranges from 50% to 70%, in line with market practices [1]

刚刚！万科的第一大股东深铁集团，对其进行了2025年以来的第七波支援。 7月30日晚间，万科A(股票代码：000002.SZ)发布公告称，公司董事会会议审议通过了关于深铁集团向公司提供不超过8.69亿元借款的议案。 在本次借款中，万科以持有的投资性房地产、固定资产的不动产产权和非上市公司股权(统称"抵质押资产")为本次股东借款提供资产抵质押担保，拟提供的 抵质押资产价值为不超过12.98亿元。抵质押率约定方面，合同约定投资性房地产、固定资产为账面净值的70%，非上市公司股权为账面净值的50%。 根据万科披露的质押清单，抵质押资产共7项，涉及办公资产、企业股权以及公寓资产。 值得注意的是，这已经是深铁集团今年第七次向万科A提供借款。 据统计，今年的2月10日、2月21日、4月29日、5月14日、6月6日、7月3日，深铁集团分别拟向万科提供不超过28亿元、42亿元、33亿元、15.52亿元、30亿 元及62.49亿元借款，用途均为偿还公司在公开市场发行的债券的本金与利息。 而在本次借款全额落地后，深铁集团今年已累计向万科提供借款金额近220亿元。对于本次借款，万科表示，"上述安排充分体现了大股东对公司的支持。" ...

记者注意到，本次借款为万科或下属子公司以持有的投资性房地产、固定资产的不动产产权和非上市公司股权提供资产抵质押担保。按照抵质押资产于 2025年6月30日的账面净值（即账面价值扣除必要和合适的折旧、摊销和减值等之后的净值）及对应抵质押率（投资性房地产、固定资产70%，非上市公 司股权50%）计算，拟提供的抵质押资产价值为不超过12.98亿元。 | 抵质押资产 | 账面净值 | 抵质押形式 | 抵质押率 | | --- | --- | --- | --- | | 深圳市万科发展有限公司持有的办公资产 | 9.40 | 资产抵押 | 70% | | 万科企业股份有限公司持有的办公资产 | 0.08 | 资产抵押 | 70% | | 杭州天马置业有限公司 100%股权 | 0.888 | 股权质押 | 50% | | 嘉兴万科房地产开发有限公司 100%股权 | 1.064 | 股权质押 | 50% | | 成都泰新房地产开发有限公司持有的公寓资产 | 0.33 | 资产抵押 | 70% | 【导读】深铁集团向万科提供不超8.69亿元股东借款 7月30日晚，万科A公告称，经协商，公司第一大股东深圳市地铁集团有限公司 ...