深圳华侨城股份有限公司 2025 年跟踪评级报告 | 를 기 | | --- | | # 八 D | | 苗 ボ 号 | | 服务 | www.lhratings.com 1 联合〔2025〕3674 号 联合资信评估股份有限公司通过对深圳华侨城股份有限公司主 体及其相关债券的信用状况进行跟踪分析和评估，确定维持深圳华 侨城股份有限公司主体长期信用等级为 AAA，维持"21 侨城 02""21 侨城 04"和"21 侨城 06"信用等级为 AAA，评级展望为 稳定。 声 明 一、本报告是联合资信基于评级方法和评级程序得出的截至发表之日的 独立意见陈述，未受任何机构或个人影响。评级结论及相关分析为联合资信 基于相关信息和资料对评级对象所发表的前瞻性观点，而非对评级对象的事 实陈述或鉴证意见。联合资信有充分理由保证所出具的评级报告遵循了真 实、客观、公正的原则。鉴于信用评级工作特性及受客观条件影响，本报告 在资料信息获取、评级方法与模型、未来事项预测评估等方面存在局限性。 二、本报告系联合资信接受深圳华侨城股份有限公司（以下简称"该公 司"）委托所出具，除因本次评级事项联合资信与该公司构成评级委托关系 外，联合资 ...

Overview - The indoor children's amusement park industry in China is experiencing significant growth, with a projected market size of 35.65 billion yuan in 2024, representing a year-on-year increase of 23.31% [1][11] - Parents are increasingly prioritizing their children's overall development and diverse entertainment activities, moving beyond a sole focus on academic performance [1][11] Market Policies - A series of supportive policies have been introduced in China to encourage and regulate the development of the indoor children's amusement park industry, creating a favorable policy environment [4] - Key policies include measures to promote sports for rural revitalization, expand consumption, and update cultural and tourism equipment [4][6] Industry Chain - The upstream of the indoor children's amusement park industry includes suppliers of amusement equipment such as slides, climbing frames, and VR/AR devices, as well as design agencies responsible for the overall planning and design of amusement parks [7] - The downstream primarily targets consumers, specifically children aged 0-12 and their parents [7] Consumer Demographics - The largest consumer group in indoor children's amusement parks consists of preschool children aged 3-6, accounting for 40% of visitors, followed by children aged 6-12 (30%) and infants aged 1-3 (25%) [9] - Safety is the most critical factor for consumers, with 85% prioritizing safety features, followed by location convenience [9] Competitive Landscape - The indoor children's amusement park industry in China is characterized by a fragmented market with numerous participants, including major companies such as Wanda Baby King Group, Aohui Entertainment, and Shenzhen Overseas Chinese Town Cultural Group [13][15] - Notable companies include: - Wanda Baby King Group, which operates a nationwide chain of indoor theme parks and serves over 180 million visitors annually [15] - Shanghai Cardoni Children's Park, focusing on creating interactive family experiences [17] Development Trends - Future trends indicate a broader application of technologies such as VR, AR, and AI in amusement parks, enhancing interactive experiences and integrating educational elements into play [19] - There is a growing emphasis on incorporating STEAM education, artistic enlightenment, and scientific exploration into amusement park offerings [19]

深圳华侨城股份有限公司投资者关系活动记录表 三、公司在市值管理方面有什么举措？ 近年来，国资委和证券监管部门提高对上市公司，尤 其是央企控股上市公司市值管理的要求。公司亦高度重视 市值管理工作，积极落实上级单位要求、听取股东建议， 努力构建业绩增长推动市值提升、市值管理助力价值回归、 价值释放驱动企业发展的管理闭环，建立了以《市值管理 | 制度》和《估值提升计划》为主体的市值工作工作机制， | | --- | | 并采取控股股东增持、回购股份注销等举措，提振市场信 | | 心。 | | 下一步，公司将继续加强市值管理工作，坚持诚实守 | | 信、规范运作、专注主业、稳健经营的原则，并根据自身 | | 经营情况研究并制定市值提升举措，全力以赴提升公司经 | | 营水平和发展质量，持续向资本市场展现真实、透明、可 | | 期的企业价值。 | | 四、公司如何做好到期债务的偿还工作？ | | 公司存量债务以中长期银行借款为主，并严格按照 | | "631"管控原则进行债务风险防控，确保各项债务如期兑 | | 付。 | | 五、中央经济工作会议非常强调文旅这一块的发展，公司 | | 文旅业务运营情况如何？ | | 文 ...

孟汉峰任中国电气装备集团有限公司党委副书记、董事，免去其中国电气装备集团有限公司纪委书记职务。 中国能源建设集团有限公司 中国国际工程咨询有限公司 郭铭群任中国国际工程咨询有限公司党委副书记、董事，提名为中国国际工程咨询有限公司总经理人选。 中国电气装备集团有限公司 闫华锋任中国电气装备集团有限公司党委副书记、董事，提名为中国电气装备集团有限公司总经理人选。 来源：国务院国资委网站 责编：汪云鹏 校对：彭其华 百万用户都在看 超级空头，突袭！ 北交所，突然大异动！发生了什么？ 直线拉升！特朗普，突然宣布！ 哈佛大学，突发！ 最新！特朗普，签了！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 尹强、徐陆任中国能源建设集团有限公司党委常委。 华侨城集团有限公司 聘任刘家强、朱泽为华侨城集团有限公司外部董事。 ...

智通财经5月26日电，据国资委网站，郭铭群任中国国际工程咨询有限公司党委副书记、董事，提名为 中国国际工程咨询有限公司总经理人选。闫华锋任中国电气装备集团有限公司党委副书记、董事，提名 为中国电气装备集团有限公司总经理人选。孟汉峰任中国电气装备集团有限公司党委副书记、董事，免 去其中国电气装备集团有限公司纪委书记职务。尹强、徐陆任中国能源建设集团有限公司党委常委。聘 任刘家强、朱泽为华侨城集团有限公司外部董事。 4户中央企业7名领导人员职务任免 ...

Group 1 - The issuance of special bonds for land storage has accelerated significantly since March, with nearly 3,000 proposed land acquisition projects totaling over 1.33 million square meters and exceeding 350 billion yuan in total value [1] - In April alone, over 1,500 land parcels were publicly announced, surpassing the total from January to March, with a total value exceeding 170 billion yuan [1] - The increase in special bond applications is driven by new policies from the Ministry of Natural Resources and the Ministry of Finance, which have encouraged local governments to utilize special bonds for acquiring idle land [1][2] Group 2 - Special bonds for land storage are primarily used for recovering idle land and land reserves, and can also be used for developing unsold land or converting existing properties into affordable housing [2] - From the beginning of the year to May 21, the total issuance of special bonds for land storage reached 96.4 billion yuan, accounting for 7.5% of newly issued project special bonds [2] - The recovery of idle land through special bonds can enhance liquidity for real estate companies, optimize land resource allocation, and stimulate related industries [2][3] Group 3 - Approximately 50% of the proposed land parcels have a recovery price to transaction price ratio between 0.8 and 1.0, with about 30% in the range of 0.9 to 1.0, and around 18% between 0.7 and 0.8 [3] - Over 80% of the proposed land parcels for recovery belong to local state-owned enterprises, with several parcels from central enterprises like Poly and Overseas Chinese Town also included [3] - Recommendations include establishing a special loan center under policy banks to support the recovery of idle land and inventory properties, with a focus on directing a certain proportion of support to private enterprises [3]

Core Viewpoint - Konka Group's major shareholder, Overseas Chinese Town Group, will transfer nearly 30% of its shares to China Resources without compensation, indicating a significant change in control and potential strategic realignment for the company [1][3]. Group 1: Shareholder Changes - Overseas Chinese Town announced the transfer of its shares to China Resources as part of a strategy to promote professional integration among state-owned enterprises [3]. - After the transfer, Overseas Chinese Town and its concerted parties will no longer hold shares in Konka, while Panshi Run Chuang and He Mao Company will collectively hold 29.999997% of the shares [3]. Group 2: Financial Performance - Konka has reported continuous losses over the past three years, with total losses amounting to 6.931 billion yuan, including losses of 1.471 billion yuan in 2022, 2.164 billion yuan in 2023, and 3.296 billion yuan in 2024 [3][4]. - The semiconductor and storage chip segment generated revenue of only 17 million yuan in 2024, a staggering decline of 94.99%, while the consumer electronics segment, which accounts for 91.2% of total revenue, saw a slight decline of 0.67% to 10.137 billion yuan [4]. Group 3: Strategic Implications - The transition to China Resources as the controlling shareholder may provide an opportunity for Konka's semiconductor business to improve, given China Resources' established presence in the semiconductor industry [5].

20 May 2025 | 7:01AM CST China Property Weekly Wrap Week 20 Wrap - Transactions rebounded with more upbeat performance from export-oriented cities Key highlights for the week: Our tariff impact assessment (Exhibit 1 to Exhibit 4, more details on methodology) showcases more upbeat performance from export-reliant cities: 1) transaction: under web-registration metrics, the most export-reliant cities outperformed in primary (+26% wow in aggregated volume vs. flattish for rest cities) but lagged peers in seconda ...

2025年4月，公司实现合同销售面积11.7万平方米，同比增加15%，环比3月基本持平；合同销售金额 17.8亿元，同比增加10%，环比3月减少7%。 证券代码：000069 证券简称：华侨城A 公告编号：2025-23 深圳华侨城股份有限公司 2025年4月主要业务经营情况公告 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、2025年4月销售情况 2025年4月，公司旗下文旅企业合计接待游客580万人次，同比增加7%。2025年1-4月，公司旗下文旅企 业合计接待游客2482万人次，同比增加5%。 注：由于市场及公司情况的变化，公司月度主要业务经营情况公告与定期报告披露的信息可能存在差 异，仅供投资者阶段性参考。 特此公告。 深圳华侨城股份有限公司 2025年1-4月公司累计实现合同销售面积39.6万平方米，同比增加11%；合同销售金额61.4亿元，同比增 加2%。 二、2025年4月新增土地情况 2025年4月，公司无新增土地情况。 三、旅游综合业务情况 公司积极打造丰富多彩的节庆活动，持续向市场推出优质旅游产品。各地欢乐谷进一步丰富"国潮文化 节"节庆活 ...

2024年，中国人民保险集团股份有限公司（以下简称"中国人保"）提供风险保障3175万亿元，赔付4485 亿元，理赔超1.8亿件，3项指标均居行业首位。中国人保聚力写好金融五篇大文章，助力高质量发展。 华侨城集团推出多样化、个性化服务 深化文旅融合共创美好生活 本报记者王珂 "五一"假期，华侨城集团（以下简称"华侨城"）旗下文旅项目迎来客流高峰，共接待游客390万人次。 成立40年来，华侨城深耕文化旅游等主业，更好满足人民日益增长的美好生活需要。 华侨城深挖传统文化内涵，持续推出多样化、个性化文旅体验。成都、武汉、上海欢乐谷结合地域特 色，打造"巴蜀迷情""欢乐江城"等IP场景；深圳锦绣中华民俗村推出"锦绣盛市·梦华录"主题区。 不断推陈出新，是华侨城维护、发展和塑造品牌的关键。北京玛雅海滩水公园开业、无锡交响音乐厅商 业轻资产项目落地、深圳创意文化园嘉途酒店试营业……去年，华侨城多元业务协同发展，新成果不 断。在IP领域，华侨城实施"星河计划"，借助人工智能、数字人、社交媒体等新技术新媒体，打造具有 自主知识产权的IP。截至去年底，"星河计划"系列IP新增用户超400万，总粉丝量近7000万。旗下欢乐 谷公 ...