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低价股抄底王!揭秘A股牛散“张素芬”:耗资逾13亿元买成15家上市公司前十大股东
Hua Xia Shi Bao· 2025-05-27 06:46
Core Viewpoint - The article highlights the emergence of a notable individual investor, Zhang Sufen, in the A-share market, who has made significant investments in multiple listed companies, positioning herself among the top shareholders of 15 companies as of the first quarter of 2025 [1][2][3]. Group 1: Investment Profile - Zhang Sufen holds substantial shares in various companies, with a total holding of 349.66 million shares across 15 listed companies, making her the second-largest shareholder in Electronic City and the fourth-largest in Shaanxi Guotou A [3][4]. - Her investment strategy appears to focus on low-priced stocks, with most of her holdings priced below 10 yuan, indicating a preference for undervalued assets [7][8]. - The total market value of her holdings exceeds 1.38 billion yuan, with five stocks valued over 100 million yuan each [8]. Group 2: Performance and Strategy - Zhang's investments have shown mixed results, with the highest floating profit being 26.81% from Liugang Co., while the largest loss is 13.62% from Shaanxi Construction [3][4]. - She has demonstrated a long-term investment approach, often increasing her holdings over several quarters, as seen in her continuous accumulation of shares in low-performing stocks like New Star Foundry [6][7]. - Despite her success, she has also faced significant losses, such as a 30% loss in Yibai Pharmaceutical, highlighting the risks associated with her investment choices [8][9]. Group 3: Market Impact and Perception - Zhang Sufen's investment activities have drawn attention in the market, with speculation about her potential connections to larger investment networks, suggesting that her strategies may not be typical of individual investors [7][8]. - Her approach to investing, characterized by a focus on low-priced stocks and a willingness to endure volatility, positions her as a unique figure in the A-share market, comparable to institutional investors [6][7].
陕国投A(000563) - 关于2025年度向特定对象发行A股股票事项获得陕西省财政厅批复的公告
2025-05-26 11:31
证券代码:000563 证券简称:陕国投A 公告编号:2025-52 陕西省国际信托股份有限公司 关于 2025 年度向特定对象发行 A 股股票事项 获得陕西省财政厅批复的公告 特此公告。 陕西省国际信托股份有限公司 董 事 会 2025 年 5 月 26 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。 2025 年 2 月 28 日,陕西省国际信托股份有限公司(以下简称"公司")分 别召开第十届董事会第二十四次会议和第九届监事会第四十六次会议,审议通过 了《关于公司 2025 年度向特定对象发行 A 股股票方案的议案》等相关议案,该 等议案已于 2025 年 3 月 20 日经公司 2025 年第一次临时股东大会审议通过。具 体内容详见公司分别于 2025 年 3 月 3 日、2025 年 3 月 21 日在巨潮资讯网 (www.cninfo.com.cn)披露的相关公告。 近日,公司收到陕西省财政厅《关于同意陕西省国际信托股份有限公司向特 定对象发行 A 股股票的批复》(陕财办国金〔2025〕18 号),同意公司本次向特 定对象发行 A 股股票事项 ...
陕国投A(000563) - 2025年5月20日投资者关系活动记录表
2025-05-20 12:18
Group 1: Company Strategy and Financial Management - The company aims to build a modern financial system centered around trust, integrating various financial licenses including banking, insurance, and securities, to create a comprehensive financial service platform [1] - The net capital/net asset ratio for 2024 is projected to decline to 85%, nearing regulatory limits, but remains compliant with the 40% requirement [2] - The company plans to maintain a stable dividend policy, ensuring predictable returns for shareholders, with a cumulative dividend payout ratio of 33.82% for 2024 [7] Group 2: Business Performance and Growth - The scale of standard trust business is expected to grow by 28% in 2024, with revenue growth at 12%, indicating potential downward pressure on product fees [2] - The total trust asset scale is projected to increase by 10% in 2024, with actively managed trust assets accounting for approximately 73.4% of total trust assets [3] - The company aims to enhance its asset management capabilities and diversify its product offerings, targeting a product scale of 2.7 trillion yuan by 2025 [4] Group 3: Market Communication and Investor Relations - The company emphasizes the importance of market communication, planning regular announcements, performance briefings, and roadshows to keep investors informed [5] - As of May 9, 2025, the total number of shareholders is reported to be 110,804 [6] - The company is committed to protecting the interests of all shareholders, particularly minority shareholders, by optimizing resource allocation and enhancing long-term value [7] Group 4: Risk Management and Compliance - The company is focused on strengthening its risk management framework to address various risks, including credit, market, operational, and liquidity risks [7] - The company is in the process of completing necessary approvals for a targeted stock issuance, which includes obtaining approvals from the provincial finance department and the national financial supervision authority [8]
信托年报里的危与机:去年少赚近三成 业务转型、风险化解加速
Di Yi Cai Jing· 2025-05-18 13:40
Core Viewpoint - The trust industry is experiencing significant pressure on profitability, with a notable decline in revenue and profit margins, indicating a period of transformation and adjustment within the sector [1][2][3]. Financial Performance - In 2024, the total revenue of 57 disclosed trust companies fell to 632.41 billion yuan, a decrease of approximately 125 billion yuan or 16.49% compared to the previous year [2][3]. - The total profit for the industry dropped nearly 30% to 315.54 billion yuan, with net profit at 257.58 billion yuan, reflecting a decline of 25.76% year-on-year [2][3]. - The average revenue per trust company was 11.09 billion yuan, down over 2 billion yuan from 2023, with only 25 companies reporting positive revenue growth [3][4]. Industry Segmentation - The industry is witnessing a "Matthew Effect," where the gap between leading and lagging companies is widening, with some companies experiencing significant revenue declines [4][5]. - Notably, Jilin Trust reported an extraordinary revenue increase of 88 times, primarily due to substantial investment gains [3][4]. - Conversely, companies like Wukuang Trust saw their revenue drop significantly, falling from the top ten to the bottom ranks due to losses in net interest income and investment returns [4][5]. Business Structure and Transformation - Trust business revenue totaled approximately 444 billion yuan, down about 7%, while proprietary business revenue fell nearly 33% to less than 188 billion yuan [9][13]. - The decline in both trust and proprietary business revenues indicates challenges in the traditional business model, with many companies facing a "gap" in returns due to the contraction of high-yield non-standard businesses [9][13]. - The industry is undergoing a transformation, with a focus on asset service trusts and family trusts, as companies seek to adapt to regulatory changes and market demands [15][16]. Risk Management and Asset Scale - The total trust asset scale surpassed 27 trillion yuan, reflecting a year-on-year growth of 26.64%, although 11 companies experienced a reduction in asset scale [14]. - The top 20 trust companies hold nearly 74% of the total industry assets, indicating challenges for smaller institutions in expanding their business [14]. - Companies are actively working on risk resolution, particularly in the real estate and urban investment sectors, with varying degrees of success in managing existing risks [15][16].
陕国投A(000563) - 关于参加2025年陕西辖区上市公司投资者集体接待日暨2024年度业绩说明会的公告
2025-05-12 10:46
陕西省国际信托股份有限公司 证券代码:000563 证券简称:陕国投 A 公告编号:2025-51 活动时间:2025 年 5 月 20 日(星期二)15:00-17:00。 活动地址:"全景路演"。 网址:https://rs.p5w.net/。 为充分尊重投资者、提升公司与投资者之间的交流效率及针对性,公司现就 "2025 年陕西辖区上市公司投资者集体接待日暨 2024 年度业绩说明会"提前向 投资者公开征集问题,广泛听取投资者的意见和建议。欢迎广大投资者于 2025 年 5 月 19 日(星期一)18:00 前访问 https://ir.p5w.net/zj/或扫描下方二维码,进 入"业绩说明会问题征集专题"页面进行提问。公司将在信息披露允许范围内, 通过本次活动对投资者关注的问题进行回答。 1 关于参加"2025 年陕西辖区上市公司投资者集体接待日 暨 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。 为促进上市公司规范运作、健康发展,增强上市公司信息透明度,加强与广 大投资者沟通交流,进一步提升投资者关系管理水平,陕西 ...
陕国投A(000563) - 关于董事辞职的公告
2025-04-28 07:58
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。 陕西省国际信托股份有限公司(以下简称"公司")董事会于 2025 年 4 月 27 日收到董事高雪君女士提交的书面辞职报告。高雪君女士因工作变动原因, 申请辞去公司第十届董事会董事及董事会专门委员会相关职务。辞去上述职务后, 高雪君女士不再担任公司任何职务。截至本公告披露日,高雪君女士未持有公司 股份,不存在应当履行而未履行的股份锁定承诺。 证券代码:000563 证券简称:陕国投A 公告编号:2025-50 陕西省国际信托股份有限公司 关于董事辞职的公告 特此公告。 陕西省国际信托股份有限公司 董 事 会 2025 年 4 月 28 日 1 根据《公司章程》等有关规定,高雪君女士的辞职报告将在新任董事任职资 格获监管机构核准后生效。在此之前,高雪君女士仍将继续履行董事及董事会专 门委员会相关职责。 高雪君女士在公司任职董事期间勤勉尽责、恪尽职守,为公司规范运作和高 质量发展发挥了积极作用。公司董事会对高雪君女士任职期间为公司发展所做的 贡献表示衷心感谢! ...
陕国投A(000563) - 监事会决议公告
2025-04-24 10:58
二、监事会会议审议情况 经与会监事认真审议和表决,形成如下决议: 陕西省国际信托股份有限公司第九届监事会第四十九次会议 决议公告 证券代码:000563 证券简称:陕国投 A 公告编号:2025-48 陕西省国际信托股份有限公司 第九届监事会第四十九次会议决议公告 本公司及监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。 一、监事会会议召开情况 陕西省国际信托股份有限公司(以下简称"公司")监事会于 2025 年 4 月 21 日以电子邮件方式发出召开第九届监事会第四十九次会议的通知,并于 2025 年 4 月 24 日(星期四)以通讯表决方式如期召开会议。本次会议应到监事 3 人, 实到监事 3 人。会议由监事王晓芳召集和主持。会议的召开符合法律法规和《公 司章程》的规定。 三、备查文件 1.经与会监事签字并加盖监事会印章的监事会决议; 审议通过《2025 年第一季度报告》。 经审核,监事会认为董事会编制和审议公司 2025 年第一季度报告全文的程 序符合法律、行政法规及中国证监会的规定,报告内容真实、准确、完整地反映 了公司的实际情况,不存在任何虚假记载、误导性陈述 ...
陕国投A(000563) - 董事会决议公告
2025-04-24 10:57
证券代码:000563 证券简称:陕国投A 公告编号:2025-47 陕西省国际信托股份有限公司 第十届董事会第二十七次会议决议公告 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、董事会会议召开情况 陕西省国际信托股份有限公司(以下简称"公司")董事会于 2025 年 4 月 21 日以电子邮件方式发出召开第十届董事会第二十七次会议的通知,并于 2025 年 4 月 24 日(星期四)以通讯表决方式如期召开。会议应出席董事 11 名,实际出 席会议董事 11 名。会议的召开符合《公司法》等有关法律、行政法规、部门规 章、规范性文件和《公司章程》的规定。 经与会董事认真审议和表决,会议通过了如下议案并形成决议。 二、董事会会议审议情况 1.审议通过了《2025 年第一季度报告》。 《2025 年第一季度报告》(2025-49)全文同日刊登于《中国证券报》《证 券时报》及巨潮资讯网(www.cninfo.com.cn)。 本报告已经董事会审计委员会审议通过。 表决情况:同意 11 票,反对 0 票,弃权 0 票 表决结果:通过 2.审议通过了《公司"十四五" ...
陕国投A(000563) - 2025 Q1 - 季度财报
2025-04-24 10:35
Financial Performance - The company's operating revenue for Q1 2025 was ¥706,398,126.22, a decrease of 1.15% compared to ¥714,644,500.25 in the same period last year[3]. - Net profit attributable to shareholders increased by 5.27% to ¥386,984,542.38 from ¥367,597,039.98 year-on-year[3]. - Total operating revenue decreased to ¥706.40 million from ¥714.64 million, a decline of approximately 1.7% year-over-year[18]. - Net interest income slightly decreased to ¥106.36 million from ¥106.65 million, reflecting a marginal decline of 0.3%[18]. - Net commission and fee income fell significantly to ¥304.47 million from ¥380.94 million, a decrease of about 20%[18]. - Investment income increased to ¥229.39 million from ¥212.26 million, representing an increase of approximately 8.1%[18]. - Operating profit rose to ¥517.15 million from ¥491.05 million, an increase of about 5.3%[19]. - Net profit increased to ¥386.98 million from ¥367.60 million, reflecting a growth of approximately 5.4%[19]. - Basic and diluted earnings per share improved to ¥0.0757 from ¥0.0719, an increase of about 5.3%[20]. Cash Flow and Liquidity - The net cash flow from operating activities significantly improved, reaching ¥558,588,940.92, a 364.65% increase from a negative cash flow of -¥211,066,171.50 in the previous year[3]. - Net cash flow from operating activities was ¥558.59 million, a significant recovery from a negative cash flow of ¥211.07 million in the previous period[21]. - Cash and cash equivalents at the end of the period increased to ¥3.39 billion from ¥494.11 million, indicating a substantial improvement in liquidity[22]. - The company’s cash and cash equivalents increased to CNY 3,394,178,877.46 from CNY 2,946,101,753.72, marking a growth of approximately 15.1%[14]. Assets and Liabilities - The total assets of the company increased by 8.51% to ¥27,616,797,321.61 compared to ¥25,451,475,840.16 at the end of the previous year[3]. - The total assets of the company as of March 31, 2025, amounted to CNY 27,616,797,321.61, an increase from CNY 25,451,475,840.16 at the beginning of the year, representing a growth of approximately 8.5%[14]. - The total liabilities rose to CNY 9,342,300,652.92, up from CNY 7,563,963,713.85, indicating an increase of approximately 23.5%[15]. - The company’s total equity increased to CNY 18,274,496,668.69 from CNY 17,887,512,126.31, reflecting a growth of approximately 2.2%[16]. Investments - The company's debt investment rose by 42.17% to ¥7,267,690,085.67, primarily due to the increase in consolidated structured entities[6]. - The fair value change income from financial products surged by 396.52% to ¥64,486,519.09 compared to ¥12,987,726.64 in the previous year[7]. - The company reported a significant decrease in credit impairment losses, which fell by 132.98% to -¥11,380,187.60 from ¥34,502,595.26 in the previous year[7]. - The company’s financial investments increased significantly to CNY 11,867,911,300.39 from CNY 9,626,178,677.45, reflecting a growth of about 23.3%[15]. - The company’s long-term investments remained stable, with a slight increase in long-term equity investments from CNY 148,456,860.98 to CNY 148,729,324.66[15]. Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 112,954[9]. - The largest shareholder, Shaanxi Coal and Chemical Industry Group Co., Ltd., holds 26.80% of the shares, totaling 1,370,585,727 shares[9]. Future Plans - The company plans to issue A-shares to specific investors, with a total fundraising target not exceeding CNY 3.8 billion, which will not exceed 30% of the total share capital prior to the issuance[11]. Audit Information - The company did not undergo an audit for the first quarter report[23].
陕国投A(000563) - 2024年度股东大会决议公告
2025-04-09 12:45
证券代码:000563 证券简称:陕国投A 编号:2025-46 陕西省国际信托股份有限公司 2024 年度股东大会决议公告 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。 特别提示: 1. 本次股东大会未出现否决议案的情形。 2. 本次股东大会不涉及变更以往股东大会已通过的决议。 4. 会议召开方式:采用现场表决与网络投票相结合的方式召开。 一、会议召开和出席情况 (一)会议召开情况 1. 现场会议召开时间:2025年4月9日(星期三)下午14:50。 2. 网络投票时间:通过深圳证券交易所交易系统进行网络投票的时间为 2025年4月9日上午9:15-9:25,9:30-11:30,下午13:00-15:00;通过深圳证券交易所 互联网投票系统(http://wltp.cninfo.com.cn)进行网络投票的时间为2025年4月9日 上午9:15至2025年4月9日下午15:00期间的任意时间。 3. 现场会议召开地点:陕西省西安市高新区科技路50号金桥国际广场C座公 司24楼2406会议室。 5. 会议召集人:公司董事会。 6. 现场会议主持人:董事长姚 ...