登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000514 证券简称：渝 开 发 公告编号：2025-056 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 4、控股股东或实际控制人变更情况 □适用 √不适用 公司报告期无优先股股东持股情况。 控股股东报告期内变更 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 □ ...

| 地发展有 | 司控 | | | | | | | 务费、物业 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 限责任公 | 制 | | | | | | | 服务费 | | 司 | | 其他 | | | - | | | 保证金、应 经营性往 | | | | 应收 | 27,826,365.54 | 29,673,834.46 | | 47,860,200.00 | 9,640,000.00 | 分摊道路成 来 | | | | 款 | | | | | | 本 | | 云南颐天 | 同受 | | | | - | | | 案场服务 | | 展宏置业 | 母公 | 应收 | 1,110,525.60 | 862,029.01 | | 176,634.07 | 1,795,920.54 | 费、车位管 经营性往 | | 发展有限 | 司控 | 账款 | | | | | | 理费、物业 来 | | 公司 | 制 | | | | | | | 费 | | 重庆市城 | 同受 | | | | - | | | | | 投路桥管 | 母公 | 应收 | 1,4 ...

重庆渝开发股份有限公司 2025 年半年度财务报告 重庆渝开发股份有限公司 2025 年半年度财务报告 【2025 年 8 月 23 日】 1 重庆渝开发股份有限公司 2025 年半年度财务报告 财务报告 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。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：重庆渝开发股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 514,150,570.18 | 576,059,769.69 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 214,200,000.00 | 181,500,000.00 | | 衍生金融资产 | | | | 应收票据 | | | | 应收账款 | 240,873,540.76 | 231,234,280.36 | | 应收款项融资 | | | | 预付款项 | 621,709.00 | 373,916.50 | | 应收保费 | ...

重庆渝开发股份有限公司 关于计提 2025 年半年度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。 一、本次计提资产减值的基本情况 证券代码：000514 证券简称：渝开发 公告编号：2025-054 内或整个存续期预期信用损失率，计算预期信用损失。 单位：万元 | 项目 | 2025 年 1-6 月计提金额（负数为转回） | | --- | --- | | 一、信用减值损失 | -293 | | 其中：应收账款坏账损失 | -18 | | 其他应收款坏账损失 | -275 | | 二、资产减值损失 | 2,105 | | 其中：存货跌价损失 | 2,105 | | 合计 | 1,812 | 按照《企业会计准则》《深圳证券交易所上市公司规范运作指引》和公 司会计政策相关规定，公司本着谨慎性原则，对截至 2025 年 6 月 30 日末公 司合并范围内各类资产进行了全面清查和减值测试，对合并范围内可能发生 资产减值损失的相关资产计提减值准备，具体情况如下： 二、计提资产减值准备的具体情况说明 （一）坏账准备 1、坏账准备计提方法 公司以预期信 ...

证券代码：000514 证券简称：渝开发 公告编号：2025-053 重庆渝开发股份有限公司 2021 年度第一期中期票据 2025 年付息公告 本公司及其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。 为保证重庆渝开发股份有限公司2021年度第一期中期票据 （债券简称：21重庆渝开MTN001；债券代码：102101786）付息 工作的顺利进行，方便投资者及时领取付息资金，现将有关事宜 公告如下： 一、本期债券基本情况 1、发行人：重庆渝开发股份有限公司 2、债项名称：重庆渝开发股份有限公司 2021 年度第一期 中期票据 3、债项简称：21 重庆渝开 MTN001 8、债项余额：3.3 亿元人民币 9、评级情况：主体信用等级 AA 10、本计息期债项利率：3.00% 11、利息支付日：2025 年 9 月 3 日（如遇法定节假日， 则顺延至下一工作日） 12、本期应偿付利息金额：990.00 万元 4、债项代码：102101786 5、发行金额：3.3 亿元人民币 6、起息日：2021 年 9 月 3 日 7、发行期限：5 年 联系方式：023-63856455/ ...

南樾天宸一、二期高层、以及补充流动资金。 2024 年 8 月，深圳证券交易所受理了公司向特定对象发行不超过 7 亿元股票的申请文件。同年 12 月公司根据深交所进一步完善和补充意 见，对募投项目的社区底商和幼儿园部分投入进行了重新测算并扣减， 调整后募集资金总额由"不超过 7 亿元"，调整为"不超过 6.4 亿元"。 2025 年 7 月 7 日公司召开董事会及股东会，将向特定对象发行股票有关 的股东大会决议有效期及股东大会授权董事会全权办理本次向特定对 象发行股票相关事宜的有效期统一延长至 2026 年 7 月 19 日。目前相关 工作正常推进中。 3、渝开发项目所在地房地产市场情况？ 公司是重庆本土房地产开发企业，所有开发项目均位于重庆市主城 区。 2025 年，重庆紧跟中央政策节奏，从调整新购住房再交易管理、优 化住房信贷政策、支持住房"以旧换新"、加快存量商品房去化和加大 住房租赁市场发展力度等多个方面，对房地产政策进行了优化。这些向 好政策给各方增强了信心。 证券代码：000514 证券简称：渝 开 发 重庆渝开发股份有限公司投资者关系活动 记录表 编号：2025-006 投资者关系活动 类别 ☑ ...

Market Performance - On August 5, the Chongqing state-owned enterprise reform sector rose by 1.15% compared to the previous trading day, with Shanghai Sanmao leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Stock Performance - Shanghai Sanmao (600689) closed at 13.04, up 6.02% with a trading volume of 114,200 shares and a turnover of 147 million yuan [1] - Qianli Technology (601777) closed at 8.65, up 3.10% with a trading volume of 826,100 shares and a turnover of 719 million yuan [1] - Other notable stocks include: - Dengkang Dental (001328) at 44.44, up 2.56% [1] - Yushansha A (000565) at 8.63, up 1.77% [1] - ST Huicheng (002168) at 3.87, up 1.04% [1] Capital Flow - The Chongqing state-owned enterprise reform sector saw a net inflow of 15.70 million yuan from main funds, while retail funds had a net inflow of 50.19 million yuan [2] - However, speculative funds experienced a net outflow of 65.90 million yuan [2] Individual Stock Capital Flow - Qianli Technology (601777) had a main fund net inflow of 29.63 million yuan, while speculative funds saw a net outflow of 42.24 million yuan [3] - Other stocks with significant capital flow include: - Jieling Pickled Vegetables (002507) with a main fund net inflow of 10.84 million yuan [3] - Sanfeng Environment (601827) with a main fund net inflow of 7.61 million yuan [3] - Notably, Chongqing Water (601158) had a main fund net inflow of 1.09 million yuan, while retail funds saw a net outflow of 3.13 million yuan [3]

Group 1: Business Strategy and Performance - The company aims to enhance sustainable profitability by diversifying its business matrix, maintaining real estate development while expanding into exhibition operations and property management, transitioning from a traditional developer to a comprehensive urban operation service provider [2] - Current projects for sale include only three: Chayuan Phase III, Huixing Xinghe Botang Phase III, and Guanjin and Fu Phase I, with the sales performance closely tied to market conditions [2] - The Xinghe Botang project has shown good sales performance, and the company plans to accelerate inventory sales and optimize marketing strategies to enhance project attractiveness [2] Group 2: Financing and Risk Management - The company extended the validity period for the resolution regarding the issuance of shares to specific targets until July 19, 2026, with the total fundraising amount adjusted from no more than 70 million yuan to no more than 64 million yuan [3] - Future impairment risk assessments will be conducted based on inventory impairment policies and market environment changes, with garages being the main impaired product [3] - The company does not plan to increase land reserves frequently but will prioritize acquiring high-quality land that aligns with its long-term strategy based on market conditions [3] Group 3: Support and Commercial Leasing - The controlling shareholder, Chongqing Urban Investment Group, provides support to the company from multiple dimensions, with future collaboration and resource integration to be evaluated based on business development needs [3] - The company maintains stable overall returns on commercial assets through market-driven rent adjustments, asset maintenance, and functional renovations in response to the economic environment [3]

Group 1 - Chongqing Yu Development Co., Ltd. has experienced a continuous decline for six trading days, with a cumulative drop of -14.69% [1] - The company is a state-owned backbone enterprise controlled by Chongqing Urban Construction Investment (Group) Co., Ltd. [1] - Southern Fund's Southern CSI Real Estate ETF is among the top ten shareholders of Yu Development and has increased its holdings in the second quarter of this year [1] Group 2 - The Southern CSI Real Estate ETF has a year-to-date return of -2.26%, ranking 3367 out of 3410 in its category [2] - The fund manager, Luo Wenjie, has a strong background with a Master's in Mathematical Finance from the University of Southern California and experience at Morgan Stanley [3][4] - Luo Wenjie has been managing various funds since 2013, with a total management time of over 12 years [4]

Core Viewpoint - As of July 22, 2025, 40 real estate companies have disclosed their half-year performance forecasts, with 16 companies reporting positive net profits, indicating a potential recovery in the industry driven by project deliveries, asset sales, and capital market investments [1][3][4]. Group 1: Company Performance - Among the 16 profitable companies, notable performers include Chengjian Development, Yudai Development, and Chengtou Holdings, which have turned losses into profits, with expected net profits of 4.4-6.54 billion, 1.75-2.25 billion, and 1.2-1.8 billion respectively [2][3]. - Yudai Development reported the highest profit growth rate among the turnaround companies, with a year-on-year increase of 630.3% to 781.82% [3]. - Chengjian Development and Zhujiang Shares also showed significant profit growth rates of 420.29%-574% and 366.67%-483.33% respectively [3]. Group 2: Factors Driving Profitability - The primary reasons for the profitability of the turnaround companies include project deliveries, increased turnover periods, and improved gross margins, with seven out of ten companies citing these factors [5][6]. - The recovery of the A-share market has positively impacted companies like Zhujiang Shares and Chengjian Development, as their stock assets appreciated in value [7]. - Policy support, including relaxed housing demand controls and increased financing support, has contributed to the improved operating conditions for real estate companies [8]. Group 3: Challenges Ahead - Despite the positive outlook, uncertainties remain for companies like Yudai Development and Wanye Enterprises, as their profitability has been significantly influenced by asset sales rather than operational improvements [9]. - Yudai Development's expected net profit of 1.75-2.25 billion is largely attributed to the sale of a 1% stake in a subsidiary, raising concerns about the sustainability of this profit growth [9]. - Companies are advised to focus on enhancing internal management and controlling costs to ensure long-term profitability and stability in the market [10].