登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000036 证券简称：华联控股 公告编号：2025-040 华联控股股份有限公司 关于举办2024年度业绩说明会的公告 副总经理、董事会秘书：孔庆富先生 会议召开时间：2025年5月21日（星期三）15:00-16:30 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 二、参加人员 副董事长、总经理：张勇华先生 独立董事：易磊先生 副总经理、财务负责人：苏秦先生 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。 华联控股股份有限公司（以下简称"公司"）《2024年年度报告》已于2025年4月29日披露。为便于广大 投资者更加全面深入地了解公司经营业绩、发展战略等情况，公司拟于2025年5月21日（星期三） 15:00-16:30在"价值在线"（www.ir-online.cn）举办2024年度业绩说明会。会议具体安排如下： 一、说明会召开的时间、地点和方式 财务部经理：万丽亚女士 证券事业部经理、证券事务代表：赖泽娜女士 电话：0755-83667306 （如遇 ...

证券代码：000036 证券简称：华联控股 公告编号：2025-040 华联控股股份有限公司 关于举办 2024 年度业绩说明会的公告 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。 华联控股股份有限公司（以下简称"公司"）《2024 年年度报告》已于 2025 年 4 月 29 日披露。为便于广大投资者更加全面深入地了解公司经营业绩、发展 战略等情况，公司拟于 2025 年 5 月 21 日（星期三）15:00-16:30 在"价值在线" （www.ir-online.cn）举办 2024 年度业绩说明会。会议具体安排如下： 一、说明会召开的时间、地点和方式 会议召开时间：2025 年 5 月 21 日（星期三）15:00-16:30 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 二、参加人员 副董事长、总经理：张勇华先生 独立董事：易磊先生 证券事业部经理、证券事务代表：赖泽娜女士 （如遇特殊情况，参会人员可能进行调整） 三、投资者参加方式 投资者可于 2025 年 5 月 21 日（星期三）15:00-16:30 ...

证券代码：000036 证券简称：华联控股 公告编号：2025-039 华联控股股份有限公司 关于股份回购进展情况的公告 二、其他说明 公司后续将根据市场情况在回购期限内继续实施本次回购计划，并将在回购 期间根据相关法律法规和规范性文件的规定及时履行信息披露义务，敬请广大投 资者注意投资风险。 特此公告 华联控股股份有限公司董事会 二○二五年五月七日 1 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。 华联控股股份有限公司(以下简称"公司") 于 2025 年 4 月 9 日召开第十一 届董事会第二十二次会议，审议通过了《关于回购公司股份方案的议案》，同意 公司以自有资金回购公司已发行的人民币普通股（A 股）股票，用于维护公司价 值及股东权益所必需。本次拟用于回购的资金总额不低于人民币 3,000 万元（含） 且不超过人民币 6,000 万元（含），回购股份的实施期限为自董事会审议通过回 购 股 份 方 案 之 日 起 3 个 月 内 。 具 体 内 容 详 见 公 司 刊 登 在 巨 潮 资 讯 网 （www.cninfo.com.cn）的《华联控股第十一届 ...

Investment Rating - The report maintains a positive outlook on the banking sector, highlighting it as a low-volatility dividend play in a counter-cyclical environment and a strong performer in absolute returns during a pro-cyclical phase [6]. Core Insights - The first quarter of 2025 saw a decline in both revenue and net profit for listed banks, with revenue and net profit down 1.7% and 1.2% year-on-year, respectively. The main reasons for this decline were the expected decrease in interest margins and pressure from non-interest income [3][12]. - Loan growth has remained stable, with a year-on-year increase of 7.9% in the first quarter. Notably, banks in Jiangsu and Zhejiang, as well as Chengdu, continue to show strong economic performance, while Chongqing has emerged as a new growth area with loan growth exceeding 16% [3][4]. - The average net interest margin for listed banks was 1.54% in the first quarter, reflecting a slight quarter-on-quarter increase of 2 basis points, supported by a decrease in the cost of interest-bearing liabilities [4][12]. - The non-performing loan (NPL) ratio for listed banks decreased to 1.23%, with an estimated annualized NPL generation rate of approximately 0.63% [5][19]. - The report emphasizes the importance of focusing on high-dividend yield banks, particularly those with solid provisions and growth opportunities in favorable policy environments [6][19]. Summary by Sections Performance Overview - The first quarter of 2025 saw a significant impact from the decline in interest margins and non-interest income, leading to a negative growth in both revenue and profit for listed banks [10][12]. - The report indicates that the performance of state-owned banks was below expectations, while city and rural commercial banks generally met expectations [3][19]. Loan and Credit Analysis - Loan growth has been stable, with a year-on-year increase of 7.9% in the first quarter. The report highlights that the demand for loans from small and medium-sized enterprises has weakened, affecting the growth rates of rural commercial banks [3][4]. Interest Margin and Cost Analysis - The report notes that the average net interest margin for listed banks improved slightly, with a quarter-on-quarter increase attributed to a reduction in the cost of interest-bearing liabilities [4][12]. Asset Quality and Risk Management - The NPL ratio for listed banks decreased to 1.23%, with proactive measures taken to manage and dispose of non-performing assets [5][19]. - The report indicates that the retail sector is experiencing some risk exposure, but overall asset quality remains stable [5][19]. Investment Recommendations - The report recommends focusing on banks with high dividend yields and solid fundamentals, particularly those that are well-positioned to benefit from favorable policy changes [6][19].

公司4 月28 日发布24 年报：营收4.3 亿元，同比-25%；归母净利润0.4亿元，同比-50%，符合业绩预告 （0.35-0.45 亿）。由于存量项目去化速度较慢，公司房产销售业务显著收缩致使业绩承压；随着深圳 房地产市场复苏和城中村改造加速推进，后续仍需关注公司深圳竣工待售项目去化表现和城市更新项目 推进情况，长期则需持续跟踪产业转型进展。维持"增持"评级。 地产业务收缩为业绩下滑主因，经营性业务发挥压舱石作用受地产行业及公司销售产品特点影响，24 年公司房产销售收入仅114.3 万元，同比-99%，占总收入比例由18.81%降至0.27%，是业绩下滑的主 因。 盈利预测与估值 公司存量项目去化承压，但25 年新项目入市有望对后续业绩产生积极影响。 公司采取以租促售的方式进行创收，将华联城市商务中心项目剩余122 套公寓全部出租，带来新增租赁 面积2.2 万平，对业绩形成正向贡献。公司房地产出租业务实现收入2.9 亿元，同比+4%，酒店收入1.4 亿元，同比-15%；合计同比-3%，占总收入比例99.6%，经营性业务仍发挥业绩压舱石的作用。 我们下调公司25/26 年归母净利至0.8/0.9 亿元（- ...

3.第一季度报告是否经审计 □是 √否 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000036 证券简称：华联控股 公告编号：2025-037 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 其他符合非经常性损益定义的损益项目的具体情况 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ （二） 非经常性损益项目和金额 √适用 □不适用 单位：元 ■ □适用 √不适用 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》中列举的非经常性损益项目界 定为经常性损益项目的情况说明 □适用 √不适用 公司不存在将《公开发行证券的公司信息披露解释性公告 ...

Investment Rating - The investment rating for the company is maintained at "Buy" [8] Core Views - The company's revenue for 2024 is reported at 430 million RMB, a decrease of 25% year-on-year, with a net profit attributable to the parent company of 40 million RMB, down 50% year-on-year, aligning with the earnings forecast [1][2] - The decline in performance is primarily attributed to a significant contraction in the real estate sales business due to slow project liquidation, while the rental business has shown resilience [2][3] - The company holds two urban renewal projects in Shenzhen, which are expected to positively impact future performance as the market recovers and urban village renovations accelerate [3][4] Summary by Sections Financial Performance - The company's real estate sales revenue plummeted to 114,300 RMB, a 99% decrease year-on-year, contributing to a drop in total revenue [2] - The rental business generated 290 million RMB, a 4% increase year-on-year, while hotel revenue decreased by 15% to 140 million RMB, resulting in a total revenue decline of 3% [2] Urban Renewal Projects - The company is preparing for the pre-sale of the "Yupin Luanshan" project in October 2025, which is anticipated to enhance future earnings [3] - The "Hualian Nanshan A District" project is still in the early planning stages, and the company has access to substantial urban renewal resources through its affiliate, Hengyu Group [3] New Growth Points - The company has successfully launched a new production line for enriched materials in Zhuhai, which is expected to contribute to future revenue growth [4] - A share buyback program has been initiated, with a total of 80.12 million shares to be canceled, amounting to approximately 250 million RMB, aimed at enhancing shareholder value [4] Profit Forecast and Valuation - The forecast for net profit attributable to the parent company is adjusted to 80 million RMB for 2025 and 90 million RMB for 2026, reflecting a decrease of 22% and 18% respectively [5] - The target price is set at 3.83 RMB, based on a price-to-book ratio of 1.1x, considering the potential catalysts from market recovery and urban renewal initiatives [5][9]

清华教授马少平表示，技术发展会创造出新的岗位，即使替换了已有人力的工作岗位，也可能会带来新的休息时间和假期。 整理 ｜丁丁炒面 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 曹操出行 36氪获悉，据港交所，曹操出行在港交所提交IPO申请。 活力集团 活力集团控股有限公司于2024年10月29日递交的港股招股书满6个月，于2025年4月29日失效，递表时招商证券（香港）有限公司、民银资本有限公司为 其联席保荐人。（界面新闻） 清华教授表示将来有望每周上三休四 4月28日，清华教授马少平 在选择与回响眼界沙龙中表示，技术发展会创造出新的岗位，即使替换了已有人力的工作岗位，也可能会带来新的休息时间和 假期。未来有望一周只上三天班，有四天休息游玩时间。所以不要畏惧技术的发展，AI的发展一定会让人们更加轻松。（腾讯新闻） 永辉超市回应标价7.96元实收8元 奈雪的茶门店通知能喝奶茶就不要喝水 近日，刘先生在重庆永辉超市金源时代店购买标价为7.96元的淡虾米，支付100元现金后找零92元。按实际金额计算应支付7.96元，但超市采用分位"四舍 五入"规则，实际收取8元。刘先 ...

Core Viewpoint - Major state-owned banks in China, including Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of China, China Construction Bank, and Bank of Communications, along with two joint-stock banks, China Merchants Bank and Huaxia Bank, announced the decision to abolish their supervisory boards, transitioning oversight responsibilities to the audit committees of their boards of directors [1][4][7][10][13][15]. Group 1: Announcement Details - The boards of directors of the major banks have approved the proposals to abolish the supervisory boards and will submit these proposals to the shareholders' meetings for approval [1][4][7][10][13]. - China Merchants Bank will not establish a supervisory board and will have its audit committee assume the supervisory responsibilities, with the current supervisory board not being re-elected after its term ends [13][15]. - Huaxia Bank's board has also approved the proposal to abolish its supervisory board, and related governance structures will be terminated following the official dissolution of the supervisory board [15][16]. Group 2: Regulatory Context - The new revised Company Law of the People's Republic of China, effective July 2024, allows companies to set up audit committees within their boards to perform the functions of supervisory boards, eliminating the need for a supervisory board [17]. - The National Financial Regulatory Administration issued a notice to align governance regulations with the new Company Law, promoting the optimization of governance structures in financial institutions [17][18]. - The notice emphasizes the importance of communication with stakeholders during the transition and aims to enhance governance efficiency and effectiveness [17][18].

今天傍晚，四大行和招行，都陆续公布了一季报，从各个维度看，坦率来说，这应该都是四大行史上最差的一季报了：工行和建行一季度净利润 增速都是-3.99%，历史最低；中行是-2.9%，和去年一季度并列史低；农行一季度净利润倒是增长了2.2%，但后面会讲到，其实都是非常规业务 导致的。 今天港股的四大行，早上冲高后，纷纷跳水，工行和建行日内跌幅都在2个点附近。 下图 ，我自己做了一个表，把五家银行的一季报，喂给了Deepseek，让它整理了一下，部分数据如果有误，都是deepseek的锅。 | 银行名称 | 营收同比 | 李度净利 | 净利润同 | 净利息收入 | 非利息收入 | 非利息收入中: | 非利息收入中:公分 价值变动绝对值(债 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 润(亿) | 比 | 同比 | 合计同比 | 净手续费及佣金 收入同比 | 券和基金投资收益 | | | | | | | | | 等) | | 工商银行 | -3.22% | 847.09 | -3.99% | -2.86% | -4.20% | -1.18% | - ...