截至9月30日，华侨城A股东户数10.58万，较上期减少0.59%；人均流通股65205股，较上期增加 0.59%。2025年1月-6月，华侨城A实现营业收入113.17亿元，同比减少50.82%；归母净利润-28.68亿 元，同比减少171.52%。 分红方面，华侨城AA股上市后累计派现165.03亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，华侨城A十大流通股东中，中国证券金融股份有限公司位居第三 大流通股东，持股2.03亿股，相比上期减少3982.23万股。香港中央结算有限公司位居第六大流通股东， 持股5904.45万股，相比上期增加340.62万股。富国中证旅游主题ETF（159766）位居第七大流通股东， 持股5210.28万股，为新进股东。易方达裕祥回报债券A（002351）位居第九大流通股东，持股2740.83 万股，持股数量较上期不变。南方中证房地产ETF发起联接A（004642）退出十大流通股东之列。 责任编辑：小浪快报 10月21日，华侨城A盘中上涨2.07%，截至10:19，报2.46元/股，成交5860.76万元，换手率0.35%，总市 值197.73亿元 ...

来源：环球网 ·住建部部长倪虹：下功夫建设好房子 ·住建部等九部门：编制智能化市政基础设施建设和改造行动计划 ·北京住房租赁企业税收新政出台 ·成都发布公积金新政 取消本市缴存限制 ·苏州相城两宗低密宅地底价成交 总成交金额6.61亿元 ·杭州滨江宅地溢价近20%成交 ·北京发布今年第八轮拟供商品住宅用地清单 ·上海八批次土拍推出6宗地块 总起价184.95亿元 ·中建·运河玖院9月热销448套 ·北京城建·玺院人文实景示范区开放 ·辛杰辞任万科董事长 深铁集团黄力平接任 ·融创债务重组计划获98.5%债权人投赞成票 ·多家房企发布前9月销售业绩 1.住建部部长倪虹：下功夫建设好房子 10月13日，《学习时报》刊发住房和城乡建设部党组书记、部长倪虹署名文章《新时代新征程城市工作 要识变应变求变》。文章提出，要在标准、设计、材料、建造、维护等方面系统发力，把新房子建设成 为安全、舒适、绿色、智慧的好房子，同时把老房子改造成为好房子。持续推进城镇老旧小区改造，实 施物业服务质量提升行动，解决加装电梯、停车、充电等难题。推动新型城市基础设施建设，加快老旧 管线改造升级，因地制宜建设综合管廊，推进城市基础设施生命线安 ...

Core Points - The company announced the adjustment of unused guarantee quotas for its subsidiary to support business development needs [2] - The adjustment involves transferring a guarantee amount of 173.4 million yuan to Shenzhen Huachao City Renewal Investment Co., Ltd. [2] - After the adjustment, the guarantee quota for Shenzhen Zhaohua Convention and Exhibition Land Co., Ltd. will decrease from 688.9 million yuan to 515.5 million yuan [2] Financial Impact - The adjusted guarantee amount represents 0.33% of the company's most recent audited net assets [2] - The guarantee quota for Shenzhen Huachao City Renewal Investment Co., Ltd. will increase from 0.00 yuan to 173.4 million yuan [2]

证券代码：000069 证券简称：华侨城 A 公告编号：2025-47 深圳华侨城股份有限公司 关于在控参股公司之间调剂担保额度的公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 深圳城更为公司控股子公司，公司累计持有该公司 51%股 份。该公司成立于 1993 年 6 月，注册地为深圳市南山区西丽街 道沙河西路鼎新大厦西座 4 楼，法定代表人为刘路，注册资本 为 10.5 亿元，主营业务为房地产开发、经营等。 2025 年 6 月末资产总额 80.14 亿元，负债总额 59.55 亿元 （流动负债总额 51.65 亿元），净资产 20.59 亿元，资产负债 率 74.31%; 2025 年 1-6 月实现营业收入 0.03 亿元，净利润-0.07 亿元。截至 2025 年 6 月末，该公司无重大或有事项（包括担保、 抵押、诉讼及仲裁事项）。 三、担保协议的主要内容 公司控股子公司深圳华侨城房地产有限公司为深圳城更与 广东华兴银行股份有限公司深圳分行开展房地产更新贷款提供 51%担保，担保对应债权本金金额不超过人民币 1.734 亿元。 四、 ...

2025年10月17日，深圳华侨城股份有限公司公告，2025 - 2026年度公司及控股子公司可为控参股公司提 供不超532.64亿元担保额度，管理层可调剂。为满足子公司业务需求，公司将对参股公司深圳市招华会 展置地有限公司未使用的1.734亿元担保额度，调剂至控股子公司深圳城更。调剂后，前者担保额度调 为5.155亿元，后者从0调为1.734亿元。深圳城更2025年6月末资产负债率74.31%。截至8月末，公司及 控股子公司担保余额288.22亿元，无逾期等情况。此次调剂获管理层同意，符合规定且不损害股东利 益。 ...

| 债券简称：21 | 侨城 | 02 | 债券代码：149343 | | --- | --- | --- | --- | | 债券简称：21 | 侨城 | 04 | 债券代码：149354 | | 债券简称：21 | 侨城 | 06 | 债券代码：149439 | 兴业证券股份有限公司 关于深圳华侨城股份有限公司 修订《公司章程》的受托管理事务临时报告 债券受托管理人：兴业证券股份有限公司 二 〇 二 五 年 十 月 一、公司债券核准及发行情况 为进一步完善公司治理、规范公司运作，根据《中华人民共和国公司法》《上 市公司章程指引》等相关法律、法规、规范性文件的规定，并结合公司实际情况 及经营管理需要，对《深圳华侨城股份有限公司章程》进行修订。公司监事会相 关职权由董事会审计委员会行使。 本次修订事项已经公司 2025 年第一次临时股东会审议通过。 （二）本次重大事项对偿债能力的影响分析 发行人本次由董事会审计委员会行使监事会职权事项预计不会对发行人公 司治理、生产经营及偿债能力产生重大不利影响。 三、关于本次重大事项的风险提示 经中国证监会于 2019 年 1 月 14 日签发的"证监许可[2019]63 ...

Core Viewpoint - The stock price of China Overseas Chinese Town A (华侨城A) has experienced a decline, with a year-to-date drop of 9.36% and a recent 5-day drop of 7.28%, indicating potential challenges in the company's performance and market perception [1][2]. Financial Performance - For the first half of 2025, China Overseas Chinese Town A reported a revenue of 11.317 billion yuan, a significant year-on-year decrease of 50.82%. The net profit attributable to shareholders was -2.868 billion yuan, reflecting a drastic decline of 171.52% compared to the previous period [2]. - Cumulative cash dividends since the company's listing amount to 16.503 billion yuan, with no dividends paid in the last three years [3]. Shareholder Structure - As of September 30, the number of shareholders for China Overseas Chinese Town A was 105,800, a decrease of 0.59% from the previous period. The average number of circulating shares per shareholder increased by 0.59% to 65,205 shares [2]. - The top ten circulating shareholders include China Securities Finance Corporation, which holds 203 million shares (a decrease of 39.82 million shares), and Hong Kong Central Clearing Limited, which increased its holdings by 3.41 million shares to 59.04 million shares [3]. Market Activity - On October 17, the stock price fell by 2.02% to 2.42 yuan per share, with a trading volume of 143 million yuan and a turnover rate of 0.84%. The total market capitalization stood at 19.451 billion yuan [1]. - The net outflow of main funds was 15.4268 million yuan, with large orders showing a buy of 33.8921 million yuan and a sell of 48.9832 million yuan, indicating a bearish sentiment among investors [1].

Core Insights - The real estate market in September showed signs of stabilization and recovery, driven primarily by the demand for improved housing options [1][9] - A total of 24 real estate companies reported sales data, with 15 companies, accounting for 62.5%, experiencing a month-on-month increase in sales [1] - Differentiated pricing strategies have played a crucial role, with smaller units attracting buyers through competitive pricing, while improved housing options achieved premium pricing [1][9] Sales Performance - Among the 24 companies, Poly Developments and China Overseas Development led with sales exceeding 200 billion yuan in September, at 205.31 billion yuan and 201.73 billion yuan respectively [3] - Other notable companies include China Resources Land and China Merchants Shekou, with sales of 176 billion yuan and 166.98 billion yuan [3] - The sales growth for Poly Developments and China Overseas has been consistent, with both companies reporting month-on-month increases for three consecutive months [3] Market Dynamics - Different tiers of companies are experiencing varied recovery rates, with top-tier firms benefiting from scale advantages and mid-tier firms leveraging popular projects to boost sales [3][4] - Companies like R&F Properties saw a significant month-on-month increase of 132.31% in September due to a low sales base in August [4] - The overall market recovery is supported by strong land acquisition strategies focused on first- and second-tier cities, with a reported 13% year-on-year increase in land sales revenue across 300 cities [5] Land Acquisition Trends - Real estate companies are increasingly concentrating their land acquisitions in core cities, with top 20 cities accounting for 61% of the total land sales revenue [5] - China Resources Land acquired 18 new projects in the first half of 2025, with a total investment of 32.28 billion yuan, primarily in first- and second-tier cities [5] - The supply of quality land has increased, providing more options for developers, as seen in Beijing's recent addition of 22 new real estate projects [6] Product Quality and Market Appeal - The introduction of high-quality housing standards has enhanced market attractiveness, with improved housing options meeting the needs of buyers [7] - Recent policy adjustments in major cities have further stimulated demand, allowing for greater flexibility in purchasing [7] - The sales of improved housing options have surged, with a notable increase in the proportion of larger units sold in major cities [8][9]

Group 1 - Huayi Technology's shareholder plans to reduce holdings by up to 3% of the company's shares, totaling no more than 2.5433 million shares, from November 5, 2025, to February 4, 2026 [1] - Huayi Technology specializes in intelligent testing equipment for automotive powertrains, testing services for new energy vehicles, and intelligent driving-related businesses [1] - China Overseas Land & Investment reported a contract sales amount of 1.08 billion yuan in September, a year-on-year decrease of 59% [1] Group 2 - Degute announced it does not participate in nuclear energy or nuclear pollution control equipment manufacturing, focusing instead on energy-saving and environmental protection equipment [2] - Degute's main business targets chemical, energy, metallurgy, and solid waste treatment sectors [2][3] Group 3 - Zhongke Sanhuan expects a net profit of 80 million to 100 million yuan for the first three quarters of 2025, compared to a loss of 42.053 million yuan in the same period last year [4] - The company specializes in rare earth permanent magnet materials and new magnetic materials [4] Group 4 - Jieshun Technology anticipates a net profit of 68 million to 80 million yuan for the first three quarters of 2025, representing a year-on-year increase of 58.11% to 86.01% [5] - The company focuses on intelligent parking management systems and related services [5] Group 5 - Shengtun Mining plans to acquire Canadian Loncor's gold mine assets for approximately 1.35 billion yuan (190 million USD) [6] - The acquisition targets the Adumbi gold mine project in the Democratic Republic of the Congo, which has significant resource potential [6][7] Group 6 - Xizi Clean Energy reported new orders of 1.27 billion yuan in the third quarter, with total new orders of 4.054 billion yuan for 2025 [7] - The company specializes in waste heat boilers and clean energy generation equipment [7] Group 7 - Xiangsha Precision plans to invest 49% in a new investment fund focused on humanoid robots and industrial robots, with a total subscription amount of 49 million yuan [8] - The fund aims to invest in key components for humanoid robots and industrial service robots [8] Group 8 - Huangting International announced the termination of major asset sales and debt restructuring due to failure to reach consensus on core terms [10] - The company faces potential financial risks as its main assets have been judicially determined to be used for debt repayment [10] Group 9 - Jinlang Technology reported a net profit growth of 29.39% year-on-year for the first three quarters of 2025, with a total revenue of 5.663 billion yuan [12][13] - The company specializes in the research, production, and sales of string inverters for solar power generation [12] Group 10 - Guoen Co. signed a cooperation agreement for a photovoltaic production increase and seawater lithium extraction project, with a total funding of 26.7 million HKD from both parties [14] - The project focuses on enhancing photovoltaic cooling efficiency and developing lithium extraction systems [14] Group 11 - Aerospace Intelligent Manufacturing expects a net profit of 600 million to 664 million yuan for the first three quarters of 2025, representing a year-on-year increase of 12% to 24% [15] - The company operates in the automotive parts, oil and gas equipment, and high-performance functional materials sectors [15] Group 12 - Fuxin Technology's shareholder plans to transfer 3% of the company's shares, totaling 2.6472 million shares, due to personal funding needs [16] - The company specializes in the research, production, and sales of conductive silver paste for photovoltaic cells [16] Group 13 - Dike Co. plans to acquire 62.5% of Jiangsu Jingkai Semiconductor Technology Co. for 300 million yuan, focusing on storage chip packaging and testing services [17] - The acquisition will make Dike Co. the controlling shareholder of Jiangsu Jingkai [17] Group 14 - Phoenix Shipping plans to purchase dry bulk carriers for up to 60 million USD to expand its capacity and optimize fleet structure [18] - The funding will come from self-owned and raised funds [18] Group 15 - Ru Yi Group is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [21] - The company continues normal production and operational activities during the investigation [21] Group 16 - Kuntai Co. signed a cooperation letter of intent with French company Trèves to establish a carpet production line in Morocco [23] - The agreement ensures a long-term supply of automotive carpets to Trèves for five years [23] Group 17 - Huason Pharmaceutical's shareholders plan to reduce their holdings by up to 3% of the company's shares, totaling 12.5278 million shares [25] - The reduction is due to personal and fund funding needs [25] Group 18 - Zhongshe Co. plans to acquire 51% of Wuxi Jiaojian New Materials for 68.85 million yuan, focusing on asphalt and stabilized mixture production [27] - The acquisition will enhance Zhongshe's capabilities in the transportation and construction sectors [27] Group 19 - Tai Jia Co. plans to transfer its 2.5% stake in a venture capital fund for 14.3827 million yuan [28] - The transaction will result in Tai Jia no longer holding any shares in the fund [28] Group 20 - Weilan Lithium Core plans to invest 20 million USD in the Green Beauty Indonesia project to enhance its market competitiveness [30] - The investment will result in a 5.95% stake in the target company, which produces high-nickel ternary precursors [30] Group 21 - Guosheng Technology's subsidiary plans to invest 230 million yuan in Tieling Global for a solid-state battery project [32] - The investment will result in a 51.11% stake in Tieling Global, integrating the solid-state battery supply chain [32]

Core Insights - The company reported a significant decline in contract sales area and amount for September 2023, with a year-on-year decrease of 67% in sales area and 59% in sales amount, although there was a month-on-month increase of 9% for both metrics compared to August 2023 [1] Sales Performance - In September, the company achieved a contract sales area of 79,000 square meters and a contract sales amount of 1.08 billion yuan [1] - From January to September, the cumulative contract sales area was 893,000 square meters, representing a year-on-year decrease of 19%, while the contract sales amount totaled 13.25 billion yuan, down 22% year-on-year [1] Tourism Business - The company is focusing on value innovation through festivals and themed experiences to enhance visitor engagement, launching the "Surprise Play Festival" in mid-September with various activities [1] - In September, the company's tourism enterprises received 4.51 million visitors, a year-on-year decrease of 12%, primarily due to adverse weather conditions from typhoons in South China [1] - From January to September, the total number of visitors to the company's tourism enterprises was 59.56 million, reflecting a slight year-on-year decrease of 1% [1]