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 ...

Market Performance - On August 22, the Chongqing state-owned enterprise reform sector rose by 0.74% compared to the previous trading day, with Chuan Yi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Stock Performance - Chuan Yi Co., Ltd. (603100) closed at 21.38, with a gain of 4.09% and a trading volume of 220,000 shares, amounting to a transaction value of 472 million yuan [1] - Other notable stocks included *ST Hui Cheng (002168) with a closing price of 5.08, up 3.89%, and Southwest Securities (600369) at 4.96, up 1.64% [1] Capital Flow - The Chongqing state-owned enterprise reform sector experienced a net outflow of 65.56 million yuan from institutional investors and 71.37 million yuan from speculative funds, while retail investors saw a net inflow of 137 million yuan [2] - The capital flow for individual stocks showed that Southwest Securities had a net inflow of 19.95 million yuan from institutional investors, while Chuan Yi Co., Ltd. had a net outflow of 38.78 million yuan from speculative funds [3]

中期票据 则顺延至下一工作日） 二、付息兑付办法 托管在银行间市场清算所股份有限公司的债券，其付息或兑 付资金由银行间市场清算所股份有限公司划付至债券持有人指 定的银行账户。债券付息日或到期兑付日如遇法定节假日，则划 付资金的时间相应顺延。债券持有人资金汇划路径变更，应在付 息兑付前将新的资金汇划路径及时通知银行间市场清算所股份 有限公司。因债券持有人资金汇划路径变更未及时通知银行间市 场清算所股份有限公司而不能及时收到资金的，发行人及银行间 市场清算所股份有限公司不承担由此产生的任何损失。 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 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 重庆渝开发股份有限公司董事会 三、本次付息相关机构 联系人：熊成英、谌畅 联系方式：023-63856455/ ...

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/ ...

Market Overview - The Shanghai Composite Index rose by 0.85% on August 18, with 29 sectors experiencing gains, led by the communication and comprehensive sectors, which increased by 4.46% and 3.43% respectively [1] - The real estate and oil & petrochemical sectors were the biggest losers, declining by 0.46% and 0.10% respectively, with the real estate sector at the top of the decline list [1] Capital Flow Analysis - The net outflow of capital from the two markets was 16.057 billion yuan, with 8 sectors seeing net inflows. The electronics sector led with a net inflow of 5.040 billion yuan and a daily increase of 2.48%, followed by the communication sector with a net inflow of 4.904 billion yuan and a daily increase of 4.46% [1] - The non-bank financial sector had the largest net outflow, totaling 7.087 billion yuan, followed by the power equipment sector with a net outflow of 5.090 billion yuan. Other sectors with significant outflows included pharmaceuticals, basic chemicals, and real estate [1] Real Estate Sector Performance - The real estate sector declined by 0.46% with a total net outflow of 2.004 billion yuan. Out of 100 stocks in this sector, 40 rose, including 1 hitting the daily limit, while 45 fell, including 1 hitting the lower limit [2] - Among the stocks with net inflows, the top three were Tibet Urban Investment with a net inflow of 55.565 million yuan, Tianbao Infrastructure with 33.574 million yuan, and Rongsheng Development with 22.805 million yuan [2] - The stocks with the largest net outflows included Wantong Development with a net outflow of 757.669 million yuan, Quzhou Development with 581.442 million yuan, and Poly Development with 179.508 million yuan [3]

证券日报网讯 渝开发8月11日在互动平台回答投资者提问时表示，公司以房地产开发为主营业务线，会 展、物业等城市经营为支撑业务线，公司拟立足新时代城市开发经营服务商的总体定位，业务模式以城 市开发为主业，业态以"住宅+商业"为主，公司未来的经营模式拟定为"开发+运营"。 （编辑 袁冠琳） ...

Group 1: Company Overview - Chongqing Yukaifa Co., Ltd. was established on December 2, 1978, and listed on the Shenzhen Stock Exchange on July 12, 1993, being the first real estate developer in Chongqing and the only state-owned listed real estate developer in the city [2][4]. Group 2: Fundraising Projects - The company plans to raise no more than 640 million yuan for projects including Grammy City, Guanjin He Mansion Phase I, and Nanyue Tianchen Phase I and II, along with supplementary working capital [3][4]. - The fundraising amount was adjusted from a maximum of 700 million yuan to 640 million yuan after reassessment of community commercial properties and kindergartens [3]. Group 3: Market Conditions - In 2025, Chongqing implemented various policies to optimize the real estate market, including adjustments to housing transaction management and support for housing "old-for-new" exchanges, which have boosted confidence among stakeholders [4]. Group 4: Financial Performance - The company experienced a decline in both revenue and net profit in 2024. However, in the first half of 2025, it reported a significant improvement in operating performance due to a non-recurring gain of 240 million yuan from the transfer of a 1% stake in Chongqing Langfu Real Estate Co., Ltd. [5]. - The forecast for the net profit attributable to shareholders for the first half of 2025 is between 175 million yuan and 225 million yuan [5]. Group 5: Strategic Direction - The company aims to position itself as a city development and operation service provider, focusing on a business model centered around "residential + commercial" [6][7]. - To mitigate the seasonal and cyclical nature of the real estate business, the company is diversifying into supporting and expanding businesses, including exhibition services, asset management, property management, and area development, with a future operational model of "development + operation" [7].

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]

Core Viewpoint - Chongqing Yu Development Co., Ltd. has experienced a decline in stock price, with a cumulative drop of -6.27% over four consecutive trading days, indicating potential concerns regarding its market performance [1]. Company Summary - Chongqing Yu Development is a state-owned backbone enterprise controlled by Chongqing Urban Construction Investment (Group) Co., Ltd. [1]. - The company has recently seen the entry of Taikang Fund's Taikang New Growth Mixed A fund into its top ten shareholders, marking a significant investment move [1]. Fund Performance - Taikang New Growth Mixed A fund has achieved a year-to-date return of 33.36%, ranking 363 out of 4121 in its category [1]. - The fund manager, Han Qing, has a strong background in securities research and investment, having worked in various reputable firms and received multiple awards for his analytical skills [3][4].

Core Insights - The stock price of Chongqing Yukaifa Co., Ltd. (000514) closed at 5.74 yuan on July 30, 2025, down by 2.71% with a turnover rate of 5.05% and a trading volume of 425,900 lots, amounting to 248 million yuan in transaction value [1] - The latest financial report for the first quarter of 2025 shows total revenue of 77.04 million yuan, a year-on-year decrease of 1.64%, while net profit attributable to shareholders reached 180 million yuan, a significant increase of 786.39% [1] - The company has a current ratio of 2.044, a quick ratio of 0.597, and a debt-to-asset ratio of 42.61% [1] Financial Performance - Total revenue for Q1 2025: 77.04 million yuan, down 1.64% year-on-year [1] - Net profit attributable to shareholders: 180 million yuan, up 786.39% year-on-year [1] - Non-recurring net profit: 20.63 million yuan, up 47.45% year-on-year [1] - Current ratio: 2.044, Quick ratio: 0.597, Debt-to-asset ratio: 42.61% [1] Investment and Business Activities - Chongqing Yukaifa has invested in 13 companies and participated in 933 bidding projects [2] - The company holds 62 trademark registrations and has 126 administrative licenses [2]