| 权益类证券大宗交易(协议交易) | | | | | | | | 回 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | | 2025-09-16 | 000564 | 供销大集 | 2.93 | 34.91 | 102.29 | 中信证券股份有限 | 机构专用 | | | | | | | | | 公司泉州温陵北路 | | | | | | | | | | 证券营业部 | | | 9月16日，供销大集大宗交易成交34.91万股，成交额102.29万元，占当日总成交额的0.03%，成交价2.93 元，较市场收盘价2.93元持平。 ...

证券之星消息，9月16日一般零售板块较上一交易日上涨0.82%，供销大集领涨。当日上证指数报收于 3861.87，上涨0.04%。深证成指报收于13063.97，上涨0.45%。一般零售板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601116 | 三江购物 | 16.89 | -7.15% | 81.88万 | 14.16亿 | | 605188 | 国光连锁 | 19.09 | -5.91% | 27.98万 | 5.45 Z | | 603101 | 汇嘉时代 | 12.58 | -4.48% | 35.03万 | 4.44亿 | | 002251 | 步步高 | 6.55 | -3.25% | 363.88万 | 24.19亿 | | 000058 | 深塞格 | 9.53 | -2.06% | 13.47万 | 1.29亿 | | 000061 | 农产品 | 9.36 | -1.16% | 44.91万 | 4.19亿 | | 600655 | 豫园股份 | ...

Group 1 - The main capital flow today shows a net inflow into the consumer sector, while materials, financials, healthcare, information technology, and industrials experienced net outflows [1] - The companies with the highest net inflow of capital include Gongxiao Daji (11.77 billion), Sanhua Intelligent Control (10.91 billion), Lioo Co., Ltd. (8.98 billion), Cross-Border Communication (8.87 billion), and ZTE Corporation (6.49 billion) [1] - The companies with the highest net outflow of capital include Xinyi Semiconductor (14.90 billion), Xian Dao Intelligent (11.16 billion), Zhongji Xuchuang (10.88 billion), Luxshare Precision (10.48 billion), and Shanzi Gaoke (8.78 billion) [1]

Group 1 - A-shares saw significant market activity with 56 stocks hitting the daily limit up and 5 stocks hitting the limit down on September 16 [1] - The cross-border e-commerce sector was notably active, with companies like Gongxiao Daji and Feima International reaching the limit up [1] - The automotive thermal management concept gained strength, exemplified by Yinheng Co., which also hit the limit up [1] Group 2 - Continuous limit down stocks included *ST Gaohong and *ST Zhongji, both experiencing three consecutive days of limit down [2] - *ST Dongtong and *ST Lvkang faced two consecutive days of limit down, while ST Zhongdi also hit the limit down [2]

Market Overview - On September 16, the logistics and unified market sectors experienced a collective surge, with companies like Yiyaton and Feima International seeing significant gains, including a limit-up for Xinning Logistics [1] Event: Promotion of Unified National Market - An important article published in "Qiushi" magazine emphasizes that the construction of a unified national market is a major decision by the Central Committee, crucial for establishing a new development pattern and gaining an advantage in international competition. The basic requirements include "five unifications and one openness," covering various dimensions such as market infrastructure and regulatory practices [3] - Recent talks between Chinese and U.S. trade representatives in Madrid focused on economic issues, including cooperation on TikTok-related matters and reducing investment barriers, leading to a basic framework consensus for further economic collaboration [3] Institutional Insights - The deepening of the unified national market is expected to lower transaction costs and enhance resource allocation efficiency, potentially attracting global capital to sectors like modern logistics and energy commodities, creating structural investment opportunities [4] - The logistics industry, as a vital part of modern services, will benefit from cost reduction and efficiency improvements, which will have positive externalities across the economy. The industry is transitioning from growth in scale to enhancing quality and efficiency, necessitating advancements in information technology, automation, and integration [4] - The cross-border logistics sector has been significantly impacted by international trade dynamics, with upcoming U.S.-China trade negotiations likely to influence demand and pricing in this area [5] - The express delivery industry is undergoing a transformation, with potential price increases in low-price cities and areas with severe franchise losses, driven by regulatory calls for price adjustments. This shift may lead to a healthier competitive environment, moving from price wars to value wars, ultimately improving the performance of express delivery companies [5]

Group 1 - The unified large market sector experienced a significant rally, with notable stocks such as Feima International and Gongxiao Daji hitting the daily limit up [1] - Other companies that followed the upward trend include Zhongyou Technology, Xinning Logistics, Huaguang Yuanhai, Wuzhou Transportation, and Longzhou Shares [1]

Core Viewpoint - The stock of Supply and Marketing Group (SZ000564) reached its daily limit with a price of 2.99 yuan, reflecting a 9.4% increase, driven by government subsidies, business expansion, and the upcoming opportunities related to Hainan Free Trade Port [1][2]. Group 1: Financial Performance - In the first half of 2025, Supply and Marketing Group received 1.659 billion yuan in government subsidies, significantly improving its financial condition [2]. - The company reported a notable increase in online sales, with GMV growing by 80.66% year-on-year, while the reduction in operating costs outpaced the decline in revenue, leading to an improvement in gross margin [2]. - The company's debt-to-asset ratio decreased from 51% to 48%, indicating a stronger financial position [2]. Group 2: Business Development - Supply and Marketing Group completed the acquisition of a 51% stake in Beijing New Cooperation Commercial Development, enhancing its business synergy and adding quality assets [2]. - The company operates 124 subsidiaries across various sectors, including commerce, logistics, and real estate, showcasing its diversified business model [2]. - On September 15, the company announced the establishment of a Hainan region to manage member enterprises in Hainan and Guangdong, aiming to capitalize on the expected growth of Hainan as an international consumption center [2]. Group 3: Market Dynamics - The stock price surge may also be influenced by market trends, particularly in sectors related to Hainan Free Trade Port and commercial retail, which could attract further investment [2]. - Although specific capital flow data for the day is not available, any inflow into related sectors could positively impact Supply and Marketing Group's stock price [2]. - Technical analysis suggests that if the stock price breaks through key resistance levels, it may attract short-term investors [2].

每经AI快讯，9月16日，百货零售板块短线拉升，供销大集涨停，中央商场、银座股份、茂业商业、文 峰股份、大东方等纷纷走高。 ...

Group 1: Business Performance Overview - In the first half of 2025, the company achieved operating revenue of ¥782,503,879.30 and a net profit attributable to shareholders of ¥5,325,109.51, indicating a turnaround in profitability and a stable business outlook [1] - The three main business sectors of the company are developing synergistically, contributing to the overall positive performance [1] Group 2: Commercial Operations - The commercial operations focus on a "supermarket + asset leasing + management output" model, covering regions such as Hainan, Guangdong, and others [1] - The company is enhancing its business model by integrating fresh food procurement, instant retail, and community services, leveraging the Greater Bay Area policies [1] - The "Xingyue Mall" has undergone brand upgrades and operational improvements, with a 11% year-on-year increase in total foot traffic [1] Group 3: Trade Logistics - The trade logistics business is driven by a dual focus on "logistics + commerce," creating a comprehensive logistics park that integrates agricultural product collection, warehousing, and cold chain services [2] - The company operates over 700,000 square meters across five collection and distribution centers, enhancing the rural revitalization and consumption upgrade strategies [2] Group 4: Commodity Trade - The commodity trade business leverages the company's supply chain to connect with producers, agents, and e-commerce platforms, focusing on fresh produce, beverages, and daily necessities [2] Group 5: Asset Upgrades in Xi'an - The company initiated a 34,000 square meter renovation of the Minsheng Department Store, aiming to create an interactive consumer space [2] - The "Xingyue Mall" (formerly Minsheng Luomashi Shopping Center) completed a 16,000 square meter space renovation, introducing over 40 unique brands and creating a diverse consumption ecosystem [2]

证券日报网讯供销大集（000564）9月15日在互动平台回答投资者提问时表示，截至2025年9月10日，公 司股东总户数37.04万户。 ...