YANG GUANG(000608)
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2026年一切都在变好!行业周期低谷恰逢转机,二手房成交稳增+政策红利共振,租售同权板块迎来强势复苏新起点
Xin Lang Cai Jing· 2026-02-04 12:19
Group 1 - Iwojia (000560) is a leading real estate agency in China, established in 2000, focusing on property leasing, second-hand housing transactions, new house agency, and home services, benefiting from the rental and sales rights policy [1][33] - The company has over 3,000 offline stores and has served more than 10 million families, with its "Xiangyu" brand managing over 400,000 rental units [1][33] - Future prospects include market share expansion due to the deepening of rental and sales rights policies and enhanced service experience through digital tools [1][33] Group 2 - Huafa Group (600325) is a well-established real estate company under the Zhuhai State-owned Assets Supervision and Administration Commission, focusing on real estate development and property services, primarily in the Guangdong-Hong Kong-Macao Greater Bay Area [2][34] - The company actively participates in the rental and sales rights sector with its "Huafa Youjia" rental brand and is involved in urban renewal and industrial support projects [2][34] - Future outlook includes value reassessment of land reserves and profit growth from the expansion of rental business [2][34] Group 3 - Caixin Development (000838) is a listed platform under Chongqing Caixin Group, focusing on real estate development and urban renewal, primarily in the Chengdu-Chongqing economic circle [3][35] - The company integrates into the regional housing rental system through self-owned apartment projects and affordable housing cooperation [3][35] - Future prospects include long-term value release from land reserves and urban renewal projects, with rental business expansion opening new growth opportunities [3][35] Group 4 - China Merchants Shekou (001979) is a flagship real estate platform under China Merchants Group, focusing on real estate development and commercial operations, primarily in key urban clusters [4][36] - The company has over 20,000 rental units under its "Yijian" brand and is deeply involved in the construction of affordable rental housing [4][36] - Future outlook includes profit growth from the expansion of rental business and asset revitalization through REITs pilot projects [4][36] Group 5 - Chengdu Investment Holdings (600649) is a city construction and operation platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on real estate development and water operations [5][37] - The company actively responds to policy directions through affordable housing projects and long-term rental operations [5][37] - Future prospects include expansion of rental business scale and long-term value release from urban renewal projects [5][37] Group 6 - Binjiang Group (002244) is a leading real estate company in Hangzhou, focusing on high-quality residential development and commercial operations [6][39] - The company actively participates in the housing rental market through self-owned commercial properties and long-term rental projects [6][39] - Future outlook includes value reassessment of land reserves and profit growth from rental business expansion [6][39] Group 7 - Sealand (002285) is a leading comprehensive real estate service provider in China, focusing on property agency, rental services, and asset operation [7][40] - The company has served over one million families and manages over 100,000 rental units under its "Hongpu Apartment" brand [7][40] - Future prospects include market share expansion and service experience enhancement through digital tools [7][40] Group 8 - Poly Developments (600048) is a flagship real estate platform under Poly Group, focusing on real estate development and property services [8][41] - The company has over 50,000 rental units under its "Poly Apartment" brand and is involved in affordable rental housing construction [8][41] - Future outlook includes profit growth from rental business expansion and financing advantages under state-owned enterprise background [8][41] Group 9 - Huangting International (000056) is a commercial real estate operator based in Shenzhen, focusing on commercial property operations and financial services [9][42] - The company actively participates in the housing rental market through self-owned commercial property transformation and long-term rental operations [9][42] - Future prospects include further opening of rental space through commercial property transformation and value release from urban renewal projects [9][42] Group 10 - Jinhe Commercial Management (603682) is a leading cultural and creative park operator, focusing on urban renewal and cultural park operations [10][43] - The company integrates into the regional housing rental system through park-affiliated apartment operations and affordable housing cooperation [10][43] - Future outlook includes growth in park-affiliated rental business and consolidation of industry position through ongoing urban renewal projects [10][43] Group 11 - Vanke A (000002) is a leading real estate company in China, focusing on real estate development and rental operations [11][44] - The company has over 200,000 rental units under its "Boyu" brand, making it one of the largest long-term rental apartment operators in China [11][44] - Future prospects include profit growth from rental business expansion and asset revitalization through REITs pilot projects [11][44] Group 12 - Tianjian Group (000090) is a city construction and operation platform under the Shenzhen State-owned Assets Supervision and Administration Commission, focusing on real estate development and urban construction [12][45] - The company actively responds to policy directions through affordable housing projects and long-term rental operations [12][45] - Future outlook includes expansion of rental business scale and long-term value release from urban renewal projects [12][45] Group 13 - ST Sunshine (000608) is an established glass manufacturing company transitioning into the new energy and real estate sectors [13][46] - The company attempts to enter the housing rental market through self-owned property transformation and affordable housing cooperation [13][46] - Future prospects include growth in rental business and recovery of overall performance through the expansion of photovoltaic glass business [13][46] Group 14 - 365 Network (300295) is a leading real estate internet service platform, focusing on property information and transaction services [14][47] - The company integrates rental housing information through its online platform, benefiting from the rental and sales rights policy [14][47] - Future outlook includes growth in online rental platform traffic and improved profitability through financial technology business expansion [14][47] Group 15 - Debi Group (300947) is a leading cultural and creative park operator, focusing on urban renewal and cultural park operations [15][48] - The company integrates into the regional housing rental system through park-affiliated apartment operations and affordable housing cooperation [15][48] - Future prospects include growth in park-affiliated rental business and consolidation of industry position through ongoing urban renewal projects [15][48] Group 16 - Changjiang Investment (600119) is a logistics and real estate platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on logistics operations and real estate development [16][49] - The company attempts to enter the housing rental market through self-owned property transformation and affordable housing cooperation [16][49] - Future outlook includes growth in rental business and performance improvement through logistics real estate appreciation [16][49] Group 17 - New Huangpu (600638) is a real estate platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on real estate development and financial services [17][50] - The company actively participates in the housing rental market through affordable housing projects and long-term rental operations [17][50] - Future prospects include expansion of rental business scale and long-term value release from urban renewal projects [17][50] Group 18 - Yueshin Health (002162) is a health real estate and elderly care service provider, focusing on health real estate development and elderly care services [18][51] - The company integrates into the regional housing rental system through health community-affiliated apartment operations and affordable housing cooperation [18][51] - Future outlook includes growth in health rental business and improved profitability through the expansion of elderly care services [18][51]
*ST阳光(000608) - 股票交易异常波动公告
2026-02-04 10:47
证券代码:000608 证券简称:*ST阳光 公告编号:2026-L20 阳光新业地产股份有限公司 股票交易异常波动公告 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、股票交易异常波动的情况介绍 阳光新业地产股份有限公司(以下简称"公司")股票(证券简称:*ST 阳光,证券代码:000608)交易价格连续三个交易日内(2 月 2 日、2 月 3 日、 2 月 4 日)日收盘价格涨幅偏离值累计达到 13.23%,根据深圳证券交易所的有 关规定,属于股票交易异常波动的情况。 二、说明关注、核实情况 针对公司股票异常波动情况,公司对有关事项进行了核查,并通过函询的 方式对公司控股股东及实际控制人进行了核实,现将有关情况说明如下: 1、前期披露的信息不存在需要更正、补充之处; 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息; 3、近期公司经营情况正常,内外部经营环境未发生重大变化; 4、公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重 大事项,或处于筹划阶段的重大事项,以及股票异常波动期间控股股东、实际 ...
000608,涨停!有望“摘星脱帽”!
证券时报· 2026-02-02 09:46
公司亦在业绩预告中表示,根据规定,若公司 2025 年年度报告表明公司不存在《深圳证券交 易所股票上市规则》( 2025 年修订)第 9.3.12 条第一项至第七项任一情形,亦不存在规则 中规定的其他需要实施退市风险警示或其他风险警示的情形 ,公司将在董事会审议通过并披露 2025 年年度报告后,及时向深圳证券交易所申请撤销对公司股票实施的退市风险警示。 2月2日早盘,*ST 阳光 (000608)涨停,最新报3.48元/股。该股此前一度连续涨停,1月份累 计涨超25%。 阳光股份预计2025年扣除后营收超3亿元,有望"摘星脱帽"。 1 月 30 日晚,公司 披露2025 年度业绩预告:预计 2025 年营业收入 3.35 亿元至 3.5 亿 元,扣除与主营业务无关的业务收入和不具备商业实质的收入后的营业收入为 3.25 亿元至 3.35 亿元,较上年增长 16.9% 至 20.5% 。 因 2024 年度经审计的利润总额、净利润、扣非后净利润为负值,且扣除后的营业收入低于 3 亿元,该股于 2025 年 4 月 22 日开盘起被实施退市风险警示,股票简称变更为" *ST 阳 光"。 按照规定,若扣除后营收低 ...
阳光股份业绩预喜 2025年营收达标或将“摘星脱帽”
Quan Jing Wang· 2026-02-02 02:07
Group 1 - The core point of the article is that Yangguang Co., Ltd. (000608) has announced its performance forecast for 2025, expecting revenue between 335 million to 350 million yuan, which exceeds the "shell protection" threshold of 300 million yuan [1] - The company reported negative values for total profit, net profit, and net profit after deducting non-recurring gains and losses for the audited 2024 fiscal year, leading to a delisting risk warning effective April 22, 2025, with its stock name changed to "*ST Yangguang (000608)" [1] - Despite the overall pressure on the commercial real estate market and a continued decline in rental income, Yangguang's performance forecast indicates that its revenue metrics meet the conditions for "removing the star and hat" [1] Group 2 - The company plans to apply for the removal of the delisting risk warning from the Shenzhen Stock Exchange after the board approves and discloses the 2025 annual report, provided that the report shows the company has eliminated the relevant delisting risk conditions [1]
*ST阳光(000608.SZ):预计2025年度净亏损1.8亿元-2.69亿元

Ge Long Hui A P P· 2026-01-30 12:51
报告期公司业绩同比下滑主要由于本报告期营业毛利较去年同期减少,长期股权投资对联营企业的投资 收益减少,以及资产减值损失计提增加。同时由于去年同期因判决事项冲回了原计提的预计负债,而本 报告期无此事项。 格隆汇1月30日丨*ST阳光(维权)(000608.SZ)公布2025年度业绩预告,预计2025年度营业收入33,500万 元-35,000万元,上年同期为36,767万元;预计2025年度净亏损18,000万元-26,900万元,上年同期亏损 12,911万元;预计2025年度扣非净亏损18,568万元-27,468万元,上年同期亏损14,501万元。 ...
*ST阳光(000608) - 关于公司股票可能被终止上市的风险提示性公告
2026-01-30 11:33
证券代码:000608 证券简称:*ST阳光 公告编号:2026-L17 阳光新业地产股份有限公司 关于公司股票可能被终止上市的风险提示性公告 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。 1、阳光新业地产股份有限公司(以下简称"公司")2024年度经审计的利 润总额、净利润、扣除非经常性损益后的净利润为负值,且扣除后的营业收入 低于3亿元,公司于2025年4月19日披露了《关于公司股票交易被实施退市风险 警示暨股票停复牌的公告》(公告编号:2025-L42)。根据《深圳证券交易所 股票上市规则》9.3.1条的相关规定,公司股票交易于2025年4月22日开市起被深 圳证券交易所实施退市风险警示。若公司2025年度出现《深圳证券交易所股票 上市规则(2025年修订)》第9.3.12条规定的情形,公司股票存在被终止上市的 风险。 2、根据《深圳证券交易所股票上市规则(2025年修订)》第9.3.6条的规定: 上市公司因触及本规则第9.3.1条第一款第一项至第三项情形,其股票交易被实 施退市风险警示后,应当在其股票交易被实施退市风险警示当年会计年度结束 后一个月内 ...
*ST阳光(000608) - 关于股份协议转让完成过户登记及股份解除质押暨公司控制权发生变更的公告
2026-01-30 11:30
证券代码:000608 证券简称:*ST阳光 公告编号:2026-L18 阳光新业地产股份有限公司 关于股份协议转让完成过户登记及股份解除质押 暨公司控制权发生变更的公告 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。 阳光新业地产股份有限公司(以下简称"公司")收到京基集团有限公司 (以下简称"京基集团")的通知,京基集团向刘丹女士协议转让公司股份事 项已完成股份过户登记手续,并取得了中国证券登记结算有限责任公司(以下 简称"结算公司")出具的《证券过户登记确认书》。至此,公司控股股东、 实际控制人变更为刘丹女士。现将具体情况公告如下: 本次交易完成后,刘丹女士共计持有公司 224,771,000 股股份,占公司总股 本 29.97%,将成为公司控股股东、实际控制人。具体内容详见公司于 2026 年 1 月 15 日在指定信息披露媒体披露的《关于控股股东协议转让股权暨控制权拟发 生变更的提示性公告》(公告编号:2026-L10)。 公司收到京基集团通知,京基集团已收到深圳证券交易所下发的《深圳证 券交易所上市公司股份协议转让确认书》(深证协〔2026〕第 2 ...
*ST阳光(000608) - 关于控股股东财务支持承诺的公告
2026-01-30 11:30
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。 为了支持阳光新业地产股份有限公司(以下简称"公司")发展,公司控 股股东、实际控制人刘丹女士向公司出具了《关于提供财务支持的承诺函》, 承诺: 自本承诺出具之日起一年内,若上市公司出现营运资金周转困难,无法偿 付短期流动负债,本人将无条件为上市公司提供财务支持,包括提供资金、担 保、保证等方式,以协助上市公司解决短期偿债困难。 特此公告。 证券代码:000608 证券简称:*ST阳光 公告编号:2026-L19 阳光新业地产股份有限公司 关于控股股东财务支持承诺的公告 阳光新业地产股份有限公司 董 事 会 二〇二六年一月三十日 ...
阳光新业(000608) - 2025 Q4 - 年度业绩预告
2026-01-30 11:25
证券代码:000608 证券简称:*ST阳光 公告编号:2026-L16 阳光新业地产股份有限公司 2025 年度业绩预告 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、本期业绩预计情况 1、业绩预告期间:2025年1月1日—2025年12月31日 2、业绩预告情况:股票交易已被实施财务类退市风险警示后的首个会计年 度、预计净利润为负值 | 项 目 | 本会计年度 | 上年同期 | | --- | --- | --- | | 利润总额 | 亏损:18,659万元-27,559万元 | 亏损:14,106万元 | | | 比上年同期下降:32% - 95% | | | 归属于上市公司股东 的净利润 | 亏损:18,000万元-26,900万元 | 亏损:12,911万元 | | | 比上年同期下降:39% - 108% | | | 扣除非经常性损益后 的净利润 | 亏损:18,568万元-27,468万元 | 亏损:14,501万元 | | | 比上年同期下降:28% - 89% | | | 基本每股收益 | 亏损:0.24元/股-0.36元/股 | 亏损 ...
阳光新业地产股份有限公司 2026年第一次临时股东会决议公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-01-28 23:21
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000608 证券简称:*ST阳光 公告编号:2026-L14 阳光新业地产股份有限公司 一、会议召开和出席情况 1、召开情况: (1)现场会议时间:2026年1月28日下午15:00 (2)网络投票时间:2026年1月28日 2026年第一次临时股东会决议公告 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、本次股东会未出现否决议案的情形。 2、本次股东会未涉及变更前次股东会决议。 其中,通过深圳证券交易所交易系统进行网络投票的具体时间为:2026年1月28日9:15一9:25,9:30一 11:30和13:00一15:00。 通过深圳证券交易所互联网投票系统投票的具体时间为:2026年1月28日上午9:15至下午15:00的任意时 间。 (3)召开地点:深圳市罗湖区深南东路 5016 号京基一百大厦A座6901-01A单元。 (4)召开方式:现场投票和网络投票 (5)召集人:公司董事会 (6)主持人:公司董事长陈家贤女士 (7)本次会议符合有关法律、行政法规、部门规章、规范性文件和 ...