| 股票代码：000006 | 股票简称：深振业 | | A | 公告编号：2025-041 | | --- | --- | --- | --- | --- | | 债券代码：148280 | 债券简称：23 | 振业 | 01 | | | 债券代码：148395 | 债券简称：23 | 振业 | 02 | | 深圳市振业（集团）股份有限公司 第十届董事会 2025 年第十四次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 - 1 - 个人商业用房按揭贷款金额及贷款期限按照不超过当前本地外规及政策明确 的最高贷款金额及贷款期限执行。个人商业用房按揭贷款须满足项目转现楼并办 妥单笔按揭贷款现楼抵押登记后发放贷款，我公司无需对按揭贷款承担阶段性担 保责任。 特此公告。 深圳市振业（集团）股份有限公司 董 事 会 二○二五年十月三十日 - 2 - 深圳市振业（集团）股份有限公司第十届董事会 2025 年第十四次会议于 2025 年 10 月 29 日以通讯表决方式召开，会议通知于 2025 年 10 月 27 日以网络形式发 出。本次会议应参与表决董事 ...

Group 1 - The core point of the article is that Shen Zhen Ye A held its 14th board meeting of the 10th session on October 29, 2025, via telecommunication to discuss the application for bank mortgage loans for specific projects [1] - The company's revenue composition for the first half of 2025 is entirely from the real estate sector, with a 100.0% share [1] - As of the report, Shen Zhen Ye A has a market capitalization of 17.6 billion yuan [1] Group 2 - The A-share market has surpassed 4,000 points, marking a significant resurgence after a decade of stagnation, with technology leading the market's transformation [1] - The emergence of a "slow bull" market pattern is indicated, suggesting a new phase in market dynamics [1]

Group 1 - Company Shenzhen Zhenye A reported a revenue of approximately 2.204 billion yuan for the first three quarters of 2025, representing a year-on-year decrease of 54.34% [1] - The net profit attributable to shareholders of the listed company was a loss of approximately 7 million yuan [1] - The basic earnings per share showed a loss of 0.0052 yuan [1] Group 2 - As of the report date, the market capitalization of Shenzhen Zhenye A was 17.6 billion yuan [2]

Core Insights - The company reported a significant decline in revenue for Q3, amounting to 322 million yuan, which represents a year-on-year decrease of 79.78% [1] - Despite the drop in revenue, the net profit for Q3 was 63.98 million yuan, showing a substantial year-on-year increase of 136.04% [1] - For the first three quarters, the total revenue was 2.204 billion yuan, reflecting a year-on-year decline of 54.34% [1] - The net profit for the first three quarters was a loss of 6.9971 million yuan, which is a year-on-year decrease of 98.66% [1]

Financial Performance - The company's operating revenue for Q3 2025 was ¥321,764,513.44, a decrease of 79.78% compared to the same period last year[6] - Net profit attributable to shareholders for Q3 2025 was ¥63,979,526.65, an increase of 136.04% year-on-year[6] - The net profit attributable to shareholders after deducting non-recurring gains and losses increased by 135.60% year-on-year, amounting to ¥63,308,551.52[6] - Basic earnings per share for Q3 2025 were ¥0.0474, up 136.05% from the previous year[6] - The net profit for the current period is 8,574,845.56, compared to a net loss of 632,396,861.85 in the previous period[17] - The total profit for the current period is 25,880,127.82, while the previous period reported a total loss of 623,090,790.89[17] - Operating income for the current period is 23,282,236.53, a significant improvement from a loss of 623,998,712.29 in the previous period[17] Cash Flow - The net cash flow from operating activities for the year-to-date period increased by 363.97%, reaching ¥501,213,858.32[6] - Cash flow from operating activities generated a net amount of 501,213,858.32, compared to 108,026,213.13 in the previous period[18] - Cash flow from investing activities resulted in a net outflow of 34,645,548.40, an improvement from a net outflow of 103,827,688.46 in the previous period[19] - Cash flow from financing activities showed a net outflow of 547,875,100.94, compared to a larger outflow of 1,275,123,395.50 in the previous period[19] Assets and Liabilities - Total assets at the end of the reporting period were ¥17,269,311,415.81, reflecting a slight increase of 0.25% from the end of the previous year[6] - Total assets amount to CNY 17,269,311,415.81, slightly up from CNY 17,226,824,619.46, indicating a marginal increase of approximately 0.2%[15] - Total liabilities are reported at CNY 11,090,000,819.69, down from CNY 11,536,088,868.90, representing a decrease of about 3.9%[14] - The company's total equity has increased to CNY 6,179,310,596.12 from CNY 5,690,735,750.56, reflecting an increase of approximately 8.6%[15] - The company’s total equity attributable to shareholders was ¥5,396,778,614.44, a decrease of 0.13% compared to the previous year-end[6] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 56,467[11] - The largest shareholder, Shenzhen Municipal Government State-owned Assets Supervision and Administration Commission, holds 21.93% of the shares[11] Inventory and Costs - The company reported a significant reduction in inventory impairment losses, contributing to the increase in net profit[10] - Total operating revenue for the current period is CNY 2,204,471,396.50, a decrease from CNY 4,827,628,216.97 in the previous period, representing a decline of approximately 54.4%[16] - Total operating costs for the current period amount to CNY 2,055,663,055.35, down from CNY 4,939,786,151.13 in the previous period, indicating a reduction of about 58.3%[16] - The company's cash and cash equivalents at the end of the period are CNY 2,822,042,617.86, down from CNY 2,939,758,368.79 at the beginning of the period, reflecting a decrease of approximately 4.0%[13] - Inventory has increased to CNY 11,073,318,592.96 from CNY 10,779,473,014.83, showing a growth of about 2.7%[13] - The financial expenses for the current period are CNY 102,928,759.34, down from CNY 183,334,047.07 in the previous period, indicating a reduction of about 44.0%[16] - The investment income for the current period is CNY 1,016,427.95, a significant decrease from CNY 71,018,725.15 in the previous period, representing a decline of approximately 98.6%[16] Audit Status - The company reported a significant increase in cash received from sales of goods and services, totaling 2,596,031,987.43, compared to 2,094,966,698.55 in the previous period[18] - The company has not undergone an audit for the third quarter financial report[20]

Group 1 - The company, Shen Zhen Ye A, confirmed on October 29 that it strictly adheres to the information disclosure regulations set by the Shenzhen Stock Exchange [2] - The company stated that there are currently no significant matters that should be disclosed but have not been [2]

Core Viewpoint - The company announced that it will select an asset appraisal agency through public bidding in June 2024 to provide quarterly asset appraisal reports for inventory items included in the consolidated financial statements [1] Group 1 - The selected asset appraisal agency, Zhonglian Asset Appraisal Group Co., Ltd., is fulfilling its duties as agreed and is timely issuing asset appraisal reports [1]

Group 1 - The core point of the article is that Shen Zhen Ye A has completed the construction and sales of the Huiyang Xiangshu project [1]

（记者 胡玲） 深振业Ａ（000006.SZ）10月29日在投资者互动平台表示，我公司惠阳乡墅项目目前已完成建设及销售 工作，公司其他经营发展情况，请查阅公司公开披露的信息。 每经AI快讯，有投资者在投资者互动平台提问：请问贵司惠阳振业乡墅项目分几期开发，目前是否完 结？ ...

Market Overview - The A-share market experienced an overall increase, with the Shanghai Composite Index closing at 3996.94 points, up 1.18%, the Shenzhen Component Index at 13489.4 points, up 1.51%, and the ChiNext Index at 3234.45 points, up 1.98%. The Northbound 50 Index saw a slight decline of 0.2%. Total trading volume in the A-share market reached 23567.99 billion yuan, an increase of 3649.94 billion yuan compared to the previous trading day [1]. Capital Flow Analysis - The main capital in the A-share market saw a net outflow of 75.9 billion yuan today, with an opening net outflow of 19.28 billion yuan and a closing net inflow of 1.68 billion yuan [2]. - The CSI 300 index recorded a net outflow of 37.83 billion yuan, while the ChiNext saw a net outflow of 49.68 billion yuan, and the Sci-Tech Innovation Board had a net inflow of 11.01 billion yuan [4]. Sector Performance - Among the 14 sectors tracked, the electronics sector led with a net inflow of 34.32 billion yuan, followed by public utilities with 28.22 billion yuan, and non-bank financials with 14.79 billion yuan. The power equipment sector experienced the largest net outflow at -50.06 billion yuan [6][7]. Institutional Activity - The institutional buying activity was notable in several stocks, with institutions net buying shares in companies like Jingzhida and Xuri Technology, while selling in stocks such as Demingli [9][10]. - Recent institutional focus includes stocks like Tiannai Technology, with a target price of 78.00 yuan, indicating a potential upside of 39.73% from the latest closing price [11].