分组1 - Longi Green Energy reported a revenue of 32.81 billion yuan in the first half of 2025, a decrease of 14.83% year-on-year, with a net loss of 2.57 billion yuan, an improvement of 2.66 billion yuan compared to the previous year [1][2] - The company increased its silicon wafer shipments to 52.08 GW, with external sales of 24.72 GW, and battery module shipments of 41.85 GW, but faced losses due to market prices falling below cost levels [1][2] 分组2 - Vanke A reported a revenue of 105.32 billion yuan in the first half of 2025, a decrease of 26.23% year-on-year, with a net loss of 11.95 billion yuan, a decrease of 21.25% compared to the previous year [3][5] - The company completed the delivery of over 45,000 housing units and achieved a sales amount of 69.11 billion yuan, with a collection rate exceeding 100% [5][6] 分组3 - Tonghuashun achieved a revenue of 1.78 billion yuan in the first half of 2025, an increase of 28.07% year-on-year, with a net profit of 502 million yuan, up 38.29% [7][8] - The increase in revenue was attributed to a rise in user activity on its platform and increased demand for financial information services [7][8] 分组4 - Changan Automobile reported a revenue of 72.69 billion yuan in the first half of 2025, a decrease of 5.25% year-on-year, with a net profit of 2.29 billion yuan, down 19.09% [9][10] - The company achieved a sales volume of 1.355 million vehicles, a year-on-year increase of 1.6%, with new energy vehicle sales reaching 452,000 units, up 49.1% [9][10][11] 分组5 - Ping An Bank reported a revenue of 69.39 billion yuan in the first half of 2025, a decrease of 10.0% year-on-year, with a net profit of 24.87 billion yuan, down 3.9% [12][14] - The bank's net interest margin was 1.80%, a decrease of 16 basis points compared to the previous year [12][14] 分组6 - Longi Green Energy's net loss expanded to 4.955 billion yuan in the first half of 2025, with revenue of 40.51 billion yuan, a decrease of 7.51% year-on-year [26][28] - The company cited ongoing supply-demand imbalances in the industry as a significant challenge [26][28] 分组7 - China CNR reported a revenue of 119.76 billion yuan in the first half of 2025, an increase of 32.99% year-on-year, with a net profit of 7.25 billion yuan, up 72.48% [23][24][25] - The revenue increase was primarily driven by growth in railway equipment and new industry income [23][24] 分组8 - Jiangsu Bank reported a revenue of 448.64 billion yuan in the first half of 2025, an increase of 7.78% year-on-year, with a net profit of 202.38 billion yuan, up 8.05% [32][33] - The bank's total assets reached 4.79 trillion yuan, a growth of 21.16% compared to the previous year [32][33]

Group 1: Company Announcements - Changjiang Electric Power's controlling shareholder, China Three Gorges Group, plans to increase its stake in the company by 4 billion to 8 billion yuan within the next 12 months through secondary market transactions [1] - Huakin Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and overseas business development [2] - Tailin Microelectronics is planning to acquire all or part of the equity of Shanghai Panqi Microelectronics through a combination of share issuance and cash payment, with trading suspended for up to 10 trading days [3] - Jingwang Electronics intends to invest 5 billion yuan in expanding its Zhuhai Jinwan base to enhance its competitiveness in high-end products related to AI and other technologies [5] - Jiangsu Guotai plans to use up to 12 billion yuan of idle funds for entrusted wealth management in low-risk financial products [6] Group 2: Financial Performance - Ping An Bank reported a 3.9% year-on-year decline in net profit for the first half of 2025, with a proposed cash dividend of 2.36 yuan per 10 shares [1][9] - Several companies reported significant increases in net profit, including Zhezhang Securities with a 46.49% increase and Keg Precision Machinery with a 144% increase [7] - True Love Home reported a net profit of 197 million yuan, a year-on-year increase of 484.48% [8] - Companies like Kunlun Wanwei and Vanke A reported substantial losses, with net losses of 856 million yuan and 11.947 billion yuan respectively [9]

最新业绩出炉。 此外，万物云上半年实现营收182亿元，保持行业领先的存量住宅市场拓展能力。长租公寓方面，万科 进一步扩大管理规模，巩固领先地位，业务规模、效率、纳保量保持行业第一，运营管理超27万间，超 13万间房源纳入保障性租赁住房，服务企业客户超6200家。物流业务出租率保持行业领先，持续提升运 营能力，上半年库内运营、运输等服务收入同比增长43%。与此同时，万科加快建设经营性不动产的资 产证券化通路。上半年，万科旗下中金印力消费REIT底层资产杭州西溪印象城客流同比增长超5%，项 目出租率约99%。同时，万科Pre-REIT基金再次取得进展，与中信等知名机构携手成立了万新金石(厦 门)住房租赁基金，收购泊寓旗下项目，推动业务由重变轻。 校对：王锦程 据悉，今年上半年万科多地项目开盘去化率超九成，完成大宗交易签约金额超60亿元。此外，借助各类 支持性政策，万科形成了存量盘活的系统性打法，上半年通过存量盘活优化和新增产能近百亿元，盘活 回款近60亿元，2023年以来已盘活货值约785亿元，累计实现新增销售超200亿元。自2022年以来，万科 所有新项目均纳入全周期投后管理，新项目投资兑现度达85%。 就在8 ...

最新业绩出炉。 8月22日，万科发布的2025年半年报显示，上半年万科实现营收1053亿元，销售收入近700亿元，高质量交付 超4.5万套，销售回款率超100%。 数据还显示，公司归母净利润为亏损119.47亿元。报告期内业绩亏损的主要原因包括房地产开发项目结算规 模显著下降，毛利率仍处低位；结合行业、市场和经营环境变化，考虑到业务风险敞口升高，新增计提了资产 减值；部分大宗资产交易和股权交易价格低于账面值。 责编：李丹 校对：王锦程 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 证监会最新发布！证券公司分类评价新规来了 丨 最高80亿元！长江电力控股股东拟增持！ 丨 港 股，重大调整！ 丨 稀土重磅！三部门联合发布 丨 688256，20%涨停！科技股，史诗级暴涨！ 丨 A 股，重大突破！时隔10年，3800点！ 丨 芯片股，集体狂飙 ...

公告称，公司获得各类金融机构支持，上半年合并报表范围内新增融资和再融资249亿元(不含股东借 款)。第一大股东深铁集团也积极为公司提供流动性支持，截至目前已累计向公司提供238.8亿元的股东 借款，且借款利率和抵质押率均优于市场惯例水平。截至本报告披露日，公司顺利完成243.9亿元公开 债务偿还，2027年之前已无境外公开债到期。 万科A(000002.SZ)发布2025年半年度报告，该公司营业收入为1053.23亿元。集团上半年按期保质完成 了超4.5万套房的交付，通过"城市兴交付"主题行动持续升级交付服务品质；实现销售金额691.1亿元， 回款率超过100%；持续开展大宗交易，完成13个项目交易，签约金额64.3亿元；积极推进存量盘活， 实现回款57.5亿元，近三年累计盘活项目64个，涉及可售货值约785亿元；经营服务类业务上半年全口 径收入284.2亿元，同比增长0.6%。 ...

智通财经APP讯，万科A(000002.SZ)发布2025年半年度报告，该公司营业收入为1053.23亿元。集团上半 年按期保质完成了超4.5万套房的交付，通过"城市兴交付"主题行动持续升级交付服务品质；实现销售 金额691.1亿元，回款率超过100%；持续开展大宗交易，完成13个项目交易，签约金额64.3亿元；积极 推进存量盘活，实现回款57.5亿元，近三年累计盘活项目64 个，涉及可售货值约785亿元；经营服务类 业务上半年全口径收入284.2亿元，同比增长 0.6%。 公告称，公司获得各类金融机构支持，上半年合并报表范围内新增融资和再融资249亿元（不含股东借 款）。第一大股东深铁集团也积极为公司提供流动性支持，截至目前已累计向公司提供238.8亿元的股 东借款，且借款利率和抵质押率均优于市场惯例水平。截至本报告披露日，公司顺利完成243.9亿元公 开债务偿还，2027年之前已无境外公开债到期。 ...

Core Viewpoint - Vanke's performance in the first half of 2025 remains under pressure, with significant declines in revenue and net loss compared to the previous year [1][2][3]. Financial Performance - Vanke reported a revenue of 105.32 billion yuan and a net loss of 11.95 billion yuan in the first half of 2025, representing year-on-year declines of 26.2% and 21.3% respectively [1]. - The revenue from real estate development and related asset management accounted for 80.2% of total revenue, while property services contributed 16.2% [1]. - The company experienced a sales area of 5.389 million square meters and sales revenue of 69.11 billion yuan, with year-on-year decreases of 42.6% and 45.7% respectively [3]. Business Challenges - The decline in performance is attributed to a significant drop in the settlement scale of development projects and low gross profit margins, with the gross profit margin for real estate development at 8.7% [3]. - Vanke has recognized asset impairments due to some large asset transactions and equity transaction prices falling below book value [3]. Debt Management - Vanke successfully met all public debt obligations during the reporting period, with a total of 24.39 billion yuan in public debt repaid [2][8]. - The company received support from financial institutions, securing 24.9 billion yuan in new financing and refinancing [8]. Strategic Initiatives - Vanke is focusing on inventory reduction and resource revitalization, achieving nearly 6 billion yuan in cash recovery through various sales strategies [6]. - The company is actively selling assets, including office and commercial properties in Beijing, to enhance liquidity [7]. Future Outlook - Vanke plans to continue its efforts in risk management and debt resolution, aiming to stabilize cash flow and maintain operational health [2][8]. - The company is also exploring asset securitization and strategic partnerships to enhance liquidity and asset value realization [9].

本报讯(记者陈潇)改革化险与融合发展并进，管控与治理模式优化调整。万科企业股份有限公司(以下简 称"万科")于8月22日发布半年报，上半年实现营收1053亿元，销售收入近700亿元，高质量交付超4.5万 套，销售回款率超100%，经营服务业务竞争力保持领先，在上半年改革化险与融合发展取得积极进展 的基础上，万科对管控与治理体系进行了优化。万科此次调整，以"强化管控与激发活力并重"为核心原 则，目标是在强化组织管控与保持市场活力之间取得关键平衡，力争实现治理效能与业务发展的双重提 升。 除了顺应行业趋势，万科此次组织调整也呼应了其最新的战略规划。据了解，万科近期制定了新的五年 战略规划，明确以"围绕城市生态，服务美好生活，做新时代房地产转型发展的好企业"为新愿景，强调 既要应对短期经营压力，也要布局长周期、多元协同发展路径。为实现战略目标，推动转型发展，万科 将推进"城市聚焦""投融资模式转型""促进业务间紧密协同""产业生态圈融合发展""科技赋能"等五项战 略举措，推动业务布局优化和结构调整，促进开发业务回归良性循环，经营服务业务稳步增长，提高不 动产全周期运营能力，全力推动公司重归健康发展的轨道。此次组织调 ...

本集团收入增加乃主要由于下列各项的综合影响：期内将连方I的售出单位移交予买家;但收入因下列因 素而减少：管理服务产生的收入减少，此乃由于万科香港订约各方减少于香港、英国(英国)及美国相关 项目的投资资本。 万科海外(01036)发布截至2025年6月30日止6个月中期业绩，该集团取得收入3.7亿港元，同比增加 124.06%;公司股东应占亏损1.01亿港元，同比增加244.13%;每股亏损0.26港元。 ...

万科企业股份有限公司 董事及高级管理人员离任管理制度 （2025年8月22日经第二十届董事会第二十二次会议审议通过） 第一章 总则 第一条 为规范万科企业股份有限公司（以下简称"公司 "）公司治理，加强公司董事、 高级管理人员的离任管理，保障公司治理稳定性及股东合法权益，根据《中华人民共和国公 司法》《上市公司章程指引》、公司股票上市地证券监管规则和《万科企业股份有限公司章程》 （以下简称"《公司章程》"）的规定，制定本制度。 第二条 本制度适用于公司全体董事（含独立董事）及高级管理人员的辞任、任期届满、 解任等离任情形。 第二章 离任情形与生效条件 第三条 董事可以在任期届满以前提出辞任。董事辞任应向公司提交书面辞任报告，公 司收到辞任报告之日起辞任生效，公司将及时披露有关情况。 董事会成员人数、比例、专业性等应符合法律法规要求，如发生下列情形的，在改选 出的董事就任前，原董事仍应当依照法律、行政法规、部门规章和《公司章程》规定，履行 董事职务：因董事的辞任导致公司董事会成员低于法定最低人数，或独立董事辞任导致董事 会或者专门委员会中独立董事所占的比例不符合《公司章程》的规定，或者独立董事中欠缺 会计专业人 ...