Group 1 - The core viewpoint of the article highlights a significant rally in the A-share market for real estate stocks, with notable gains for companies such as Shahe Co., which hit the daily limit, and others like Binhai Group and Electronic City rising over 5% [1] - The Shanghai municipal government has announced an optimization adjustment to the pilot property tax policy, providing tax incentives for eligible high-level talents and urgently needed talents in key industries when purchasing new homes in the city [1] - The policy also extends benefits to individuals who have held a residence permit in Shanghai for over three years and are working and living in the city, aiming to stimulate the housing market [1]

Core Viewpoint - Deep Zhenye A (000006) reported a significant decline in revenue and a negative net profit for the first half of 2025, indicating ongoing financial challenges despite improvements in certain profitability metrics [1]. Financial Performance Summary - Total revenue for the first half of 2025 was 1.883 billion yuan, a decrease of 41.83% year-on-year [1]. - The net profit attributable to shareholders was -70.9766 million yuan, an increase of 79.49% year-on-year, indicating a reduction in losses [1]. - In Q2 2025, total revenue was 265 million yuan, down 91.13% year-on-year, with a net profit of -45.0406 million yuan, up 85.9% year-on-year [1]. - The gross profit margin improved to 16.32%, up 102.55% year-on-year, while the net profit margin was -3.85%, an increase of 69.97% year-on-year [1]. - Total expenses (selling, administrative, and financial) amounted to 198 million yuan, representing 10.53% of total revenue, an increase of 30.85% year-on-year [1]. Key Financial Ratios - Earnings per share (EPS) was -0.05 yuan, an improvement of 79.48% year-on-year [1]. - Operating cash flow per share was 0.54 yuan, a significant increase of 2240.69% year-on-year [1]. - The company's net asset per share decreased to 3.95 yuan, down 19.52% year-on-year [1]. Debt and Cash Flow Analysis - The company has a healthy cash position, with cash assets being robust [2]. - The debt situation shows that the interest-bearing debt ratio has reached 29.33% [3]. - The inventory to revenue ratio is at 150.9%, indicating potential concerns regarding inventory management [3].

Financial Performance - The company's total revenue for the first half of 2025 was 1.883 billion yuan, ranking 25th among disclosed peers [1] - The net profit attributable to shareholders was -70.9766 million yuan, an increase of 275 million yuan compared to the same period last year [1] - The net cash inflow from operating activities was 727 million yuan, ranking 10th among disclosed peers, with an increase of 761 million yuan year-on-year, marking two consecutive years of growth [1] Financial Ratios - The latest debt-to-asset ratio is 65.10%, ranking 28th among disclosed peers, a decrease of 3.79 percentage points from the same period last year [3] - The latest gross profit margin is 16.32%, an increase of 8.26 percentage points compared to the same period last year [4] - The latest return on equity (ROE) is -1.33%, an increase of 3.89 percentage points from the same period last year [4] Earnings Per Share - The diluted earnings per share is -0.05 yuan, an increase of 0.20 yuan compared to the same period last year [5] Asset Efficiency - The latest total asset turnover ratio is 0.11 times, ranking 6th among disclosed peers [6] - The latest inventory turnover ratio is 0.16 times, ranking 19th among disclosed peers [6]

Group 1 - The company Shen Zhen Yi A announced on August 29 that it will recognize an asset impairment provision totaling 199 million yuan for the first half of 2025, which will reduce the company's total profit for that period by approximately 199 million yuan [1] - For the first half of 2025, the company's revenue is entirely derived from the real estate sector, accounting for 100% of its operating income [1]

报告期内，深振业A营业收入同比下降41.83%，降至约18.83亿元。归属于上市公司股东的净利润同比 增长79.49%，但为负值，为-7.1亿元。经营活动产生的现金流量净额同比增长2240.69%，达到7.27亿 元。加权平均净资产收益率同比增长3.77%，为-1.32%。总资产同比下降6.56%，为160.97亿元。归属于 上市公司股东的净资产同比下降1.31%，为53.33亿元。（智通财经记者 李晓青） 澎湃财讯 8月28日，深圳市振业（集团）股份有限公司（深振业A，000006.SZ）发布2025年半年度报告。 ...

Group 1 - The company reported a total operating revenue of 1.883 billion yuan for the first half of 2025, representing a year-on-year decline of 41.83% [1] - The net loss attributable to shareholders of the listed company was 70.9766 million yuan, with a net loss of 75.6277 million yuan after deducting non-recurring gains and losses [1] - The basic loss per share was 0.0526 yuan [1]

合并资产负债表(续) | 编制单位: | 2025年6月30日 | 金额单位:元 | | --- | --- | --- | | | 2025年6月30日 | 2024年12月31日 | | 流动负荷 | | | | 知 的 借款 | | | | △ロ中共領行借款 | | | | △拆入资金少 | | | | 交易性金融负债 | | | | 衍生命融负债 = | | | | 应付票据 | | | | 应付账款 | 1, 221, 303, 532. 77 | 1. 435. 962. 769. 73 | | 预收款项 | 472, 365. 56 | 2, 273, 202. 62 | | 合同负债 | 2. 207. 611. 777. 82 | 2, 273, 783, 175. 47 | | △卖用回购金融资产款 | | | | △吸收存款及同业存放 | | | | △代理买卖证券款 | | | | △代理承销证券款 | | | | 应付职工薪酬 | 38, 759, 135. 34 | 40, 446, 190. 69 | | 应交税费 | 578, 401, 341. 27 | 1, 068, 44 ...

市振业(集团)股份有限公司 2025 年 资金占用及其他关联资金往来情况汇 非经 与用性质 经营性往来 经营性占用 线营性往来 经营性占用 =经营性往来 经营性占用 经营性占用 经营性往天 经营性往来 经营性往来 往来形成 占用形成 l 1 l l I l l I I 2025年 1–6 月偿 截至 2025 年 6 还累计发生金 月 30 日期末 2025 年 1–6 月 占用 2025 年 1–6 月 占 2025年 1–6 月 偿 截至 2025 年 6 累计发生金额( 不含 用资金的利息 (如) l I I I I l l l l l l l l l I I l l l 1 I l I I l l I l ﺍ I l l 2025 年 1–6 月占用 2025 年 1–6 月占 累计发生金额( 不含 用资金的利息(如) 利息） l t l l l l l I l I I l I l I l I l l l l I l l l l I l l I l I 上市公司核算 2025 年期初占用 的会计科目 田 2025年期初占 HT I I I I I l l I I l I l I l -市公司核算 的会 ...

一、审计报告 半年度报告是否经过审计 □是 √否 公司半年度财务报告未经审计。 深圳市振业(集团)股份有限公司 2025 年半年度报告全文 深圳市振业(集团)股份有限公司 2025 年半年度财务报告 二、财务报表 1、合并资产负债表 编制单位： 深圳市振业（集团）股份有限公司 2025 年 6 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 3,274,796,462.59 | 2,939,758,368.79 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 125,598,287.09 | 85,662,596.44 | | 衍生金融资产 | | | | 应收票据 | | | | 应收账款 | 43,782,198.42 | 45,811,533.92 | | 应收款项融资 | | | | 预付款项 | 2,035,948.82 | 4,082,014.78 | | 应收保费 | | | | 应收分保账款 | | | | 应收分保合同准备金 | | | | 其他应收款 | ...

| 股票代码：000006 | 股票简称：深振业 | | A | 公告编号：2025-033 | | --- | --- | --- | --- | --- | | 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 关于计提资产减值准备的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 深圳市振业（集团）股份有限公司于 2025 年 8 月 27 日召开第十届董事会 2025 年第二次定期会议，审议通过了《关于 2025 年上半年计提资产减值准备的议案》， 具体情况如下： 本次计提存货跌价准备事项已经中联资产评估集团有限公司评估确认。 （二）应收款项坏账准备 一、本次计提的资产减值准备情况 根据《企业会计准则》及公司会计政策的相关规定，公司对各项资产进行了 减值测试，本着谨慎原则，对可能发生减值损失的资产计提了减值准备。主要情 况如下： 单位：万元 | 科 | 目 | 计提减值准备金额 | 计提原因 | | --- | --- ...