10月29日，据金科股份消息，上海品器、金科股份旗下商业平台博钰轩商管分别与中京恒瑞集团签订了 战略合作协议、项目运营协议。三方基于在投资管理、特殊资产及商业资产运营等领域的专业优势，共 同推进贵州黔西"金科爱琴海"商业综合体项目的全周期开发与高效运营。据悉，贵州黔西"金科爱琴 海"项目总体量约10万方，预计2027年开业。 ...

人民财讯10月27日电，企查查APP显示，近日，重庆璞特科技有限公司成立，注册资本1000万元，经营 范围包含：人工智能基础软件开发；人工智能公共服务平台技术咨询服务；科技中介服务；创业空间服 务等。企查查股权穿透显示，该公司由*ST金科（000656）全资持股。 ...

1. Overnight Night Market Trends - INTERNATIONAL PRECIOUS METALS: COMEX gold futures fell 0.45% to $4126.90 per ounce, down 2.05% for the week; COMEX silver futures dropped 0.60% to $48.41 per ounce, down 3.38% for the week [4] - CRUDE OIL: The U.S. oil main contract fell 0.57% to $61.44 per barrel, up 7.51% for the week; Brent crude's main contract declined 0.57% to $64.92 per barrel, up 7.06% for the week [5] - LONDON BASE METALS: LME copper rose 0.85% to $10947 per ton, up 3.23% for the week; LME lead increased 0.30% to $2016.50 per ton, up 2.36% for the week; LME zinc edged up 0.07% to $3019.50 per ton, up 2.93% for the week; LME aluminum dropped 0.21% to $2856.50 per ton, up 2.84% for the week; LME nickel fell 0.25% to $15325 per ton, up 1.32% for the week; LME tin declined 0.34% to $35650 per ton, up 1.75% for the week [5] - DOMESTIC FUTURES: As of the close on October 24 at 23:00, domestic futures' main contracts mostly rose. Low - sulfur fuel oil, LPG, and fuel oil rose over 1%, while asphalt, coking coal, and rapeseed meal had small increases. Synthetic rubber, caustic soda, corn, and sugar slightly declined [5] 2. Important Information Macroeconomic Information - President Xi Jinping will visit South Korea from October 30 to November 1 to attend the 32nd APEC Economic Leaders' Meeting and conduct a state visit [8] - The "Proposal of the Central Committee of the Communist Party of China for Formulating the 15th Five - Year Plan for National Economic and Social Development" aims to break market barriers [8] - The central bank will conduct 900 billion yuan of MLF operations on October 27 [8] - The China Securities Regulatory Commission emphasizes enhancing the resilience and risk - resistance of the capital market [8] - Shipping indices show an increase in export container freight rates [9] - The central bank will adjust monetary policy according to economic and financial conditions and maintain the stability of the RMB exchange rate [9][10] - U.S. September CPI is slightly lower than expected, paving the way for a rate cut [10] - U.S. October PMI data shows improvement [10] - China and the U.S. held economic and trade consultations in Kuala Lumpur, reaching preliminary consensus on multiple issues [10][11] Energy and Chemical Futures - Russia's central bank forecasts average oil prices for 2025 and 2026 [12] - India's Reliance Industries bought hundreds of thousands of barrels of crude oil due to concerns about supply disruptions [14] Metal Futures - China's non - ferrous metal industry had a good performance in the first three quarters [16] - Last week, copper, aluminum, zinc, and lead inventories decreased, while nickel and tin inventories increased [17] - This month's estimated retail sales of narrow - sense passenger cars are about 2.2 million, with a decline in both month - on - month and year - on - year terms, and the penetration rate of new energy vehicles may reach 60% [17] Black - Series Futures - In mid - October, steel production of key enterprises had different trends in daily output [19] - The Ministry of Industry and Information Technology solicits opinions on the "Implementation Measures for Capacity Replacement in the Iron and Steel Industry", with specific replacement ratios and restrictions [19][21] - Some steel mills in Tangshan and Xingtai plan to raise coke prices [21] - This week's total urban inventory of steel decreased [22] - Shanxi is increasing coal production to meet winter demand, with a 3.7% year - on - year increase in the first three quarters [22] Agricultural Futures - Pig - farming losses have decreased [24] - Pig and pork prices are expected to stop falling and rise slightly in the second half of the fourth quarter [25] - In the 43rd week, soybean crushing volume in oil mills exceeded expectations [25] - Imported cotton port inventory increased slightly [26] - The domestic edible vegetable oil market is expected to have stable prices, while palm oil prices may rise slightly [28] - Malaysia's October 1 - 25 palm oil exports are expected to decline 0.4% [29] 3. Financial Markets Finance - Many A - share companies released positive third - quarter reports, with some having significant profit growth [31] - Fund managers will adjust investment strategies based on third - quarter reports, focusing on technology stocks [31] - As of the end of the third quarter, social security funds held shares in 135 stocks, with new entries, increases, and decreases in positions, and increased investment in technology sectors [32] - Many A - share companies were surveyed by institutions, with technology stocks being popular [34] - Many companies distributed dividends, and some will distribute more in the future [34] - Nearly 2000 public funds' third - quarter reports show that innovation - related assets are the main allocation [34] - The market sentiment has stabilized, and the subsequent adjustment space may be limited [34] - Hong Kong stocks' "B - series" varieties are being sold by pharmaceutical fund managers, and innovation - drug funds are entering the stock - selection stage [35] Industry - A draft regulatory guideline for public fund performance comparison benchmarks may be released soon, and many funds have adjusted their benchmarks this year [36] - Banks have raised the minimum investment threshold for gold accumulation, and short - term gold price fluctuations may be normal [38] - Gold jewelry brands have raised prices, mainly to increase processing fees and maintain stable margins [38] - Many real - estate companies have made breakthroughs in debt restructuring [38] - As of September, China's power generation installed capacity increased, with significant growth in solar and wind power [39] - The flu vaccine vaccination season has arrived, with different price trends for different vaccines [39] - Multiple paper companies will raise the price of white cardboard from November 1 [39] Overseas - The U.S. and Vietnam, Thailand, Malaysia, and Cambodia reached trade - related agreements [41][42] - The U.S. Treasury Secretary believes inflation will continue to decline, and the government shutdown is eroding the economy [42] - The U.S. government shutdown may last until the end of November [43] - The IMF President suggests that ASEAN economies strengthen their fundamentals and predicts that AI will affect a large proportion of jobs [43] International Stock Markets - European countries will implement winter time starting Monday, adjusting trading and data - release times [45] Bonds - As of October 24, the issuance scale of securities firms' science and technology innovation bonds this year reached 59.17 billion yuan, and it is expected to continue growing [46] 4. Upcoming Economic Data and Events Economic Data - Various economic data will be released on October 27, including Japan's September corporate service price index, China's September industrial enterprise profits, etc. [48] Events - The central bank has 7000 billion yuan of 1 - year MLF and 189 billion yuan of 7 - day reverse repurchases maturing [50] - The governor of the Reserve Bank of Australia will participate in a talk [50] - There are new stock subscriptions and company earnings reports [50] - Multiple important events are scheduled, such as the East Asia Cooperation Leaders' Series Meetings, the 2025 Financial Street Forum Annual Conference, etc. [50]

｜2025年10月27日星期一｜ NO.1 三季度末人民币房地产贷款余额52.83万亿元 10月24日，央行发布2025年三季度金融机构贷款投向统计报告。报告显示，三季度末人民币房地产贷款 余额52.83万亿元，同比下降0.1%，降幅较上季末收窄0.1个百分点；前三季度累计减少840亿元。细分 来看，房地产开发贷款余额13.61万亿元，同比下降1.3%，但前三季度仍增加925亿元；个人住房贷款余 额37.44万亿元，同比下降0.3%，增速比上年末回升1个百分点，前三季度减少2411亿元。 点评：这反映了居民购房意愿依然不强，对房地产市场的信心恢复较为缓慢，可能受到房价走势不明 朗、经济形势、就业压力等多种因素的影响。 NO.2 国家外汇管理局：截至9月末广东分行共办理3870笔境外居民内地购房结汇业务 上坤地产近日宣布，公司于2025年10月10日收到联交所发出的函件，函件中表示联交所上市委员会认定 公司未能于2025年10月1日复牌截止日期前履行复牌指引，并决定根据上市规则第6.01A（1）条取消公 司股份的上市地位。上坤地产表示，经考虑公司的事实及情况后，无意根据其在上市规则下的权利申请 复核除牌决定。所 ...

Group 1 - The company signed an investment agreement with Shanghai Pinqi Management Consulting Co., Ltd. and Beijing Tianjiao Green Garden Real Estate Development Co., Ltd. to provide financial support for its restructuring plan, with a minimum loan of 750 million RMB [2][26] - The initial loan amount of 250 million RMB will be provided immediately, with the remaining 500 million RMB available based on the company's actual needs [2][26] - The loan will have a term of 36 months and an interest rate not exceeding the one-year Loan Prime Rate (LPR), with no collateral required [3][26] Group 2 - The transaction constitutes a related party transaction as the controlling shareholders of the lending parties are also involved in the company's restructuring investment [3][27] - The board of directors approved the transaction with a unanimous vote, excluding the related director from the voting process [4][28] - The independent directors have reviewed and approved the transaction, confirming it does not harm the company's interests or independence [5][19] Group 3 - The funds from the loan are intended to supplement the company's working capital and support new project investments, enhancing its market competitiveness [16][19] - As of the announcement date, the company has not engaged in any other related party transactions with the lending parties this year [17] - The company will not be subject to major asset restructuring regulations due to the nature of this transaction [4]

金科地产集团股份有限公司 金科股份 第十二届董事会独立董事 2025 年第一次专门会议审核意见 金科地产集团股份有限公司 第十二届董事会独立董事 2025 年第一次专门会议审核意见 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》《上市公司独立董事管理办法》《深圳证券交易所股票上市 规则》及《公司章程》《金科地产集团股份有限公司独立董事工作制度》等相 关法律法规、规章制度的规定，金科地产集团股份有限公司（以下简称"公司"） 第十二届董事会独立董事 2025 年第一次专门会议于 2025 年 10 月 16 日以通讯 表决方式召开。本次会议应出席独立董事 3 人，实际出席独立董事 3 人。与会 独立董事共同推举封和平先生为独立董事专门会议的召集人和主持人。会议召 开程序符合有关法律、行政法规、部门规章、规范性文件和《公司章程》的规 定。独立董事对拟提交至董事会会议审议的《关于关联方向公司提供借款支持 公司发展暨关联交易的议案》进行了事前审核，基于独立判断的立场，发表意 见如下： 一、关于关联方向公司提供借款的审核意见 本次关联方向公司提供借款，系公司重整产业投资人根据《重整计划 ...

金科地产集团股份有限公司 关于关联方向公司提供资金支持公司发展暨关联交易的公告 证券简称：*ST 金科 证券代码：000656 公告编号：2025-131 号 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、关联交易概述 2024年12月13日，金科地产集团股份有限公司（以下简称"公司"）、重庆 金科房地产开发有限公司与上海品器管理咨询有限公司（以下简称"上海品器"）、 北京天娇绿苑房地产开发有限公司（以下简称"北京天娇绿苑"，"上海品器"、 "北京天娇绿苑"以下合并共称"上海品器联合体"）签订了《金科地产集团股 份有限公司及重庆金科房地产开发有限公司重整投资之产业投资协议》（以下简 称"《产业投资协议》"）。2025年5月10日重庆市第五中级人民法院裁定批准 金科股份《重整计划》，根据《重整计划》及《产业投资协议》约定，上海品器 联合体或指定主体提供不少于7.5亿元的借款（本次由上海品器联合体或指定主 体按承诺提供2.5亿借款，剩余5亿将根据公司实际需要借款），用于补充公司的 流动资金和新项目投入。京渝星璨（青岛）企业管理合伙企业（有限合伙）（以 下简称 ...

金科地产集团股份有限公司 关于第十二届董事会第二次会议决议的公告 根据《重整计划》及《产业投资协议》约定，公司重整产业投资人上海品器 联合体或指定主体将提供不少于7.5亿元的借款（本次由上海品器联合体或指定 主体按承诺提供2.5亿借款，剩余5亿将根据公司实际需要借款），用于补充公司 的流动资金和新项目投入。鉴于此，为执行《重整计划》及支持公司发展，上海 品器管理咨询有限公司（以下简称"上海品器"）、北京天娇绿苑房地产开发有 限公司（以下简称"北京天娇绿苑"）及白杰（身份号码：511325********4613） 与公司、重庆腾益商业管理有限公司（系公司全资子公司）共同签订《借款合同》， 本次由关联方指定主体向公司提供总额人民币2.5亿元的借款，借款利率不超过1 年期贷款市场报价利率（LPR），借款期限三十六个月。 因公司控股股东京渝星璨（青岛）企业管理合伙企业（有限合伙）、京渝星 筑(青岛)企业管理合伙企业（有限合伙）系上海品器、北京天娇绿苑为参与公司 重整投资的新设投资主体，故上海品器、北京天娇绿苑系公司关联方，本次交易 构成关联交易。 本议案详细内容参见同日刊载于巨潮资讯网（www.cninfo.com ...

Core Viewpoint - The company *ST Jinke has announced a borrowing agreement with related parties to support its development and execute its restructuring plan, involving a loan of 250 million yuan with specific terms [1] Group 1: Loan Agreement Details - The loan amount is 250 million yuan, with an interest rate not exceeding the one-year LPR [1] - The loan term is set for 36 months, and it does not require collateral or guarantees [1] - The board of directors has approved this transaction, which is classified as a related party transaction but does not constitute a major asset reorganization, thus not requiring shareholder meeting approval [1] Group 2: Related Party Transactions - From the beginning of the year to the disclosure date, the company has recorded a total of 0 yuan in related party transactions with these parties [1]

Core Points - The company plans to cancel 45.35 million shares that have been repurchased, which includes 8.29 million restricted shares for 39 incentive recipients and 37.06 million shares held by the public [1] - Following the cancellation, the total share capital will decrease from 10.634 billion shares to 10.589 billion shares, and the registered capital will also be reduced accordingly [1] - Creditors have a 45-day period to request debt repayment or guarantees due to the reduction in share capital and registered capital, with the claim period set from October 25, 2025, to December 9, 2025 [1]