SPG(000029)

Search documents
今夜,A股迎密集利好
Zheng Quan Shi Bao· 2025-07-13 13:50
上市公司进入2024年年报及2025年一季报的披露高峰期。 今夜又有多家上市公司大手笔分红。其中: 古井贡酒(000596)4月27日晚间发布2024年年度报告,公司实现营业收入235.78亿元,同比增长16.41%; 净利润55.17亿元,同比增长20.22%。公司拟以2024年末股份总数5.286亿股为基数,每10股派发人民币 50.00元(含税),共计人民币26.43亿元,不送红股,不以公积金转增股本。同日公司发布2025年一季 报,营业收入91.46亿元,同比增长10.38%;归属于上市公司股东的净利润为23.30亿元,同比增长 12.78%。 泸州老窖(000568)4月27日晚间披露年报,公司2024年实现营业收入311.96亿元,同比增长3.19%;净利 润134.73亿元,同比增长1.71%;基本每股收益9.18元。公司拟每10股派发现金红利45.92元(含税), 共计拟派发现金红利67.59亿元(含税)。同日公司披露2025年一季报,一季度实现净利润45.93亿元, 同比增长0.41%。 美格智能(002881)发布2025年一季报,公司一季度实现营业收入9.97亿元,同比增长73.57%; ...
楼市大消息
Wind万得· 2025-07-10 09:46
7月10日午后,人民财讯报道称, 国家发改委城市和小城镇改革发展中心表示,以"两重""两新"资金为抓手,加大新型城镇化重点领域投入 。 当天,A股华夏幸福、深深房A、光大嘉宝、南山控股等多股涨停,港股地产股大幅走高。 广发证券表示, 未来一年,将迎来本轮地产下行期最重要的拐点窗口。 基于对行业新阶段量价规律理解的加深,预计政策目标及考核方式将更有 目的性,关注开发类企业配置价值。 // 新型城镇化投入将加大 // 三是允许 人口流入城市利用超长期特别国债、地方政府专项债等资金,加大闲置存量土地回收和存量商品房收购力度 ,持续扩大农业转移人口保障性住 房供给。 // 地产股领涨 // 当天,7 月 10 日, A 股震荡攀升,沪指表现更佳,盘中创 9 个月新高。 上证指数收涨 0.48% 报 3509.68 点,深证成指涨 0.47% ,创业板指涨 0.22% ,北 证 50 跌 0.16% ,科创 50 跌 0.32% ,万得全 A 涨 0.38% ,万得 A500 涨 0.52% ,中证 A500 涨 0.44% 。 A 股全天成交 1.52 万亿元,上日成交 1.53 万亿 元。 据人民财讯 7 月 10 ...
地产股爆发!A股港股房企集体飙升
第一财经· 2025-07-10 09:29
2025.07. 10 本文字数:1105,阅读时长大约2分钟 作者 | 第一财 经 孙梦凡 重点城市中,7月10日,北京市出台《北京市深化改革提振消费专项行动方案》,其中提到,要优化 住房消费新供给,完善"保障+市场"住房供应体系,进一步发挥住房公积金促进作用,研究制定公积 金贷款"带押过户"政策。 房企层面也出现积极动态。7月10日,龙光集团公告称,境内债务重组方案获债权人批准,全面覆盖 21笔存量的交易所债券,涉及本金余额合计219.6亿元。据中指院统计,目前融创、富力等14多家 房企债务重组或重整获批。 在业内机构看来,今年楼市延续了"止跌企稳"的趋势,并再次来到政策关键期。 广发证券表示,2025年上半年,新房及二手房交易呈现前高后低的趋势,小阳春延续了去年四季度 后的市场趋势,交易热度维持高位,4月份后市场热度有所消退。下半年,地产或具备强拐点机会。 从23年定调缓和,到24年"止跌回稳",目前市场表现再一次推进到了重大政策表态的临界点。 7月10日,地产股集体拉升,A股及港股上市房企股价纷纷异动。 截至收盘,A股房地产板块成分股中,华夏幸福(600340.SH)盘中涨停,涨幅10.22%,深深房 ...
7月10日主题复盘 | 房地产大涨,医药持续活跃,氢能源受资金关注
Xuan Gu Bao· 2025-07-10 08:59
Market Overview - The market experienced a strong upward trend, with the Shanghai Composite Index stabilizing above 3500 points. Real estate stocks surged in the afternoon, with several stocks such as Huaxia Happiness and Deep Deep Housing A hitting the daily limit. Major financial stocks continued to perform well, with the four major banks reaching historical highs. The photovoltaic sector also saw a rebound, particularly in the organic silicon segment, with multiple stocks hitting the daily limit. Overall, over 2800 stocks in the Shanghai and Shenzhen markets rose, with a total transaction volume of 1.51 trillion yuan [1]. Real Estate Sector - The real estate sector saw significant gains, with stocks like Sifang New Materials and Yucheng Development hitting the daily limit. The National Development and Reform Commission emphasized increasing investment in new urbanization, which catalyzed the market. Additionally, around 20 cities, including Chongqing and Shenyang, have supported and optimized the "commercial to public" policy this year [4][5]. - According to the China Index Academy, to alleviate insufficient effective demand, some cities may further relax purchase and loan restrictions, while also accelerating the construction of affordable housing and optimizing land supply structures to promote a stable and healthy real estate market [5]. Pharmaceutical Sector - The pharmaceutical sector remained active, with stocks like Saily Medical and Lianhuan Pharmaceutical hitting the daily limit. Merck announced a $10 billion acquisition of Verona Pharma to enhance its COPD treatment product line. The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, which include 16 initiatives to strengthen support for innovative drug research and development [6][7]. - The trend of Chinese innovative drugs going global is expected to enhance profitability and market space, leading to improved industry valuation levels. The adjustment plan for the national medical insurance directory and commercial insurance innovative drug directory is anticipated to be implemented in November [8]. Hydrogen Energy Sector - The hydrogen energy sector showed strong performance, with stocks like Huaguang Huaneng and Tianwo Technology hitting the daily limit. The emphasis on developing hydrogen energy as part of a new energy system was highlighted during a recent inspection by the General Secretary in Shanxi [9][10]. - The strategic position of hydrogen energy has been established, with local policies supporting its development. The renewable energy green hydrogen production capacity is expected to reach over 400,000 tons by 2025 in the Sanbei region. The construction of hydrogen pipelines is also entering a capital-intensive phase, with major state-owned enterprises as primary investors [10]. Other Notable Sectors - Other sectors such as consumer goods and finance showed localized activity, while military and digital currency high-priced stocks experienced declines [11]. - The market is also witnessing a focus on performance as the mid-year reporting period approaches, with expectations for continued improvement in the performance of innovative drugs and their supply chains [8].
地产股午后集体爆发,南山控股7天4板,政策利好推动板块全面走强
Sou Hu Cai Jing· 2025-07-10 06:57
政策层面释放积极信号,为板块上涨提供有力支撑。中指研究院统计数据显示,今年上半年各地持续优 化住房公积金相关政策。全国范围内至少推出150余条相关措施,其中住房公积金异地互认等创新举措 备受关注。 各地围绕楼市稳定发展目标,在多个维度持续发力。优化限购政策成为重要抓手,收购存量商品房措施 逐步推进。购房补贴力度不断加大,房贷利率水平持续下调。这些"稳楼市"政策形成组合效应,为市场 注入信心。 住房城乡建设部调研组近期深入广东、浙江两省开展实地调研。调研组明确表示,促进房地产市场实现 平稳、健康、高质量发展具有重要意义。各地需要切实承担责任,充分运用房地产调控政策自主权。 7月10日午后,地产股走势持续强劲,多只个股录得显著涨幅。南山控股表现尤为突出,实现7天4板的 连续涨停走势。渝开发同样延续强势,收获4连板表现。 华夏幸福、深深房A、光大嘉宝、财信发展等个股均触及涨停板。金融街、新城控股、首开股份、信达 地产等多只地产股涨幅超过5%,板块整体呈现活跃态势。 绿地控股在盘中同样录得涨停表现。荣盛发展、电子城、天保基建、特发服务等相关个股纷纷跟涨,地 产板块呈现全面走强格局。 调研组要求多管齐下稳定市场预期、激 ...
地产股午后涨势扩大 南山控股等多股涨停
news flash· 2025-07-10 06:23
智通财经7月10日电,地产股午后涨势持续扩大,南山控股走出7天4板,此前渝开发4连板,另外华夏幸 福、深深房A、光大嘉宝、财信发展涨停,金融街、新城控股、首开股份、信达地产均涨超5%。消息 面上,中指研究院数据显示,今年上半年,多地调整、优化住房公积金政策,至少出台了150余条相关 措施,其中包括支持住房公积金异地互认等。此外各地还围绕优化限购政策、收购存量商品房、加大购 房补贴力度、降低房贷利率等方面,持续出台"稳楼市"政策。 地产股午后涨势扩大 南山控股等多股涨停 ...
半年报预喜潮:24股净利翻倍,资金抢筹业绩股
Huan Qiu Wang· 2025-07-10 02:28
Group 1 - A-share market is experiencing a wave of positive earnings forecasts, with 83 out of 107 companies predicting better-than-expected results, accounting for nearly 80% [1] - Among the companies, 61 are expected to report net profits exceeding 100 million yuan, representing nearly 60% of the total [1] - Notable performers include Industrial Fulian, Lixun Precision, Xinhecheng, and Yun Aluminum, all of which are expected to report net profits exceeding 1 billion yuan [1] Group 2 - Industrial Fulian anticipates a net profit of over 12 billion yuan for the first half of the year, a year-on-year increase of nearly 40%, driven by strong growth in cloud computing and AI server businesses [1] - Lixun Precision expects a profit range of 6.475 billion to 6.745 billion yuan, reflecting a year-on-year growth of 20% to 25% [1] - Xinhecheng forecasts a net profit between 3.3 billion and 3.75 billion yuan, with a year-on-year increase of 50% to 70%, mainly due to rising sales and prices of vitamins [1] Group 3 - 24 companies are predicting a year-on-year net profit increase of over 100%, with Huayin Power expecting a staggering increase of 3600% to 4.423 billion yuan [3] - Other companies like Shen Shen Fang A and Saint Farm are also projecting significant profit increases, with some exceeding 400% [3] - The average stock price of companies that have released earnings forecasts has risen by 27.03% this year, significantly outperforming the market [3] Group 4 - Financing activities have accelerated towards companies with positive earnings forecasts, with 49 companies experiencing net capital inflows [3] - Notably, Xiaoshangpin City has received a net capital inflow of 373 million yuan since July, with an expected net profit growth of over 12% [3] - Overall, despite macroeconomic challenges, leading companies are achieving stable growth due to their core competitiveness [3]
深深房A归母净利同比激增超14倍!高增长能否持续仍待观察
Nan Fang Du Shi Bao· 2025-07-09 05:38
Core Viewpoint - After two consecutive years of losses, Shenzhen-based state-owned real estate company Shen Shen Fang A has reported a significant turnaround in its performance for the first half of 2025, with net profit soaring by over 1400% year-on-year [2][6]. Financial Performance - The company achieved a net profit attributable to shareholders ranging from 85 million to 120 million yuan, representing a year-on-year increase of 1411.70% to 2034.17% [4]. - The net profit after deducting non-recurring gains and losses was between 78 million and 110 million yuan, marking a staggering increase of 1600.84% to 2216.57% compared to the previous year [4]. - Basic earnings per share were reported at 0.0815 to 0.1150 yuan, compared to 0.0056 yuan in the same period last year [4]. Revenue Growth Drivers - The significant revenue growth was attributed to multiple projects entering a concentrated delivery phase, which improved the revenue structure substantially [6]. - In the first quarter of 2025, the company reported a revenue of 330 million yuan, a year-on-year increase of 457.38%, and a net profit of 72.42 million yuan, reflecting a dramatic rise of 3718.51% [6]. Historical Context - Shen Shen Fang A had experienced declining revenues for five consecutive years from 2020 to 2024, with revenues dropping from 1.615 billion yuan in 2020 to 407 million yuan in 2024 [6]. - The company recorded losses of 251 million yuan and 177 million yuan in 2023 and 2024, respectively [6]. Financial Stability - As a state-owned enterprise controlled by the Shenzhen State-owned Assets Supervision and Administration Commission, Shen Shen Fang A benefits from natural advantages in resource acquisition and risk mitigation [7]. - The company's asset-liability ratio was reported at 43.29% in 2024, significantly lower than the industry average, providing ample space for project development [7]. Market Conditions - The recovery in the new housing market in Shenzhen and the Greater Bay Area, along with the accelerated revenue recognition from historical inventory projects, were identified as key factors for the company's performance reversal [7]. Future Considerations - Despite the impressive performance in the first half of 2025, the company has seen stagnation in new land reserves, raising concerns about its ability to sustain high growth in the future [7]. - As of the end of 2024, the total assets of Shen Shen Fang A were reported at 5.988 billion yuan, a decrease of 7.7% from the previous year [7].
7月9日早间重要公告一览
Xi Niu Cai Jing· 2025-07-09 04:05
圣农发展:上半年净利润预增732.89%–830.88% 7月9日,圣农发展(002299)发布2025年半年度业绩预告,公司预计上半年实现归属于上市公司股东的 净利润8.5亿元至9.5亿元,同比增长732.89%至830.88%。 资料显示,圣农发展成立于1999年12月,主营业务是白羽肉鸡生产及肉类食品深加工。 所属行业:农林牧渔–养殖业–肉鸡养殖 四方新材:董事、高管合计减持8万股公司股票 7月9日,四方新材(605122)发布公告称,经核实,2025年7月7日和7月8日,公司董事、高级管理人员 谢涛、江洪波通过集中竞价方式合计减持8万股,该减持行为符合已公告的减持计划。除前述情形外, 公司控股股东、实际控制人及其一致行动人,以及其他董事、监事、高级管理人员在公司本次股票交易 异常波动期间不存在买卖公司股票的情形。 资料显示,盟升电子成立于1999年10月,主营业务是含氟医药、农药、新能源材料、含氟芳香类中间体 的研发、生产。 所属行业:基础化工–化学制品–氟化工 永太科技:"一种双氟磺酰亚胺锂的制备方法"专利尚在有效期内 7月9日,永太科技(002326)发布公告称,对近期网络上关于公司一项名为"一种 ...
A股盘前播报 | 高层部署!构建新型能源体系 智慧政务再迎催化
智通财经网· 2025-07-09 00:45
Group 1 - Xi Jinping emphasized the development of wind power, hydrogen energy, and other energy sources to build a new energy system while ensuring coal supply responsibilities [1] - The coal industry is encouraged to transition from low-end to high-end products, moving from primary fuels to high-value products [1] Group 2 - Trump announced a 50% tariff on copper products and up to 200% on pharmaceuticals, causing New York copper futures to surge by 17% to a record high [2] - The potential tariffs could increase costs for many industries reliant on copper and disrupt the global copper supply chain [2] Group 3 - The State Council issued a directive to promote the application of AI large models and new technologies in government services to enhance administrative efficiency [3] - The focus is on ensuring safety while steadily advancing the integration of these technologies [3] Group 4 - Tongwei Co. stated that there is no confirmed news regarding the recent rumors of silicon material storage, but prices for silicon materials have significantly increased [4] - The photovoltaic sector is actively responding to market conditions, leading to notable performance among silicon material companies [4] Group 5 - The Chinese government is set to release June CPI data, which may impact market expectations and investment strategies [5] - Investment advice emphasizes avoiding foolish mistakes rather than trying to appear overly clever, highlighting the importance of long-term advantages [5] Group 6 - Various securities firms suggest that "anti-involution" and AI are key drivers for market growth, with potential for major financial and cyclical resource sectors to lead the way [6][7] - There is a high probability of the Shanghai Composite Index breaking through the 3500-point mark, with financial and technology sectors expected to play crucial roles [7] Group 7 - Seven departments jointly released opinions to accelerate the construction of a universal childcare service system, indicating growth potential in the maternal and infant sector [8] - Zhejiang province launched a consumption promotion action for the summer of 2025, focusing on cultural tourism and sports events, which may benefit related sectors [9] Group 8 - Meta reportedly invested $3.5 billion in a European partner for AI smart glasses, which are expected to be a key application for AI technology [10] - The market is anticipated to enter a phase of intensive new product releases, benefiting the related industry chain [10] Group 9 - Shen Shen Fang A reported a net profit of 85 million to 120 million yuan for the first half of the year, marking a year-on-year increase of 1411.70% to 2034.17% [11] - Shengnong Development expects a net profit of 850 million to 950 million yuan for the first half of the year, reflecting a year-on-year growth of 732.89% to 830.88% [13]