Core Points - The Shanghai Composite Index closed at 3892.55 points, above the five-day moving average, with a decline of 0.55% [1] - The total trading volume of A-shares reached 1,056.036 billion yuan, with 192 A-shares breaking through the five-day moving average [1] Summary by Category Stock Performance - Notable stocks with significant deviation rates above the five-day moving average include: - Zhaobiao Co., Ltd. (301136) with a deviation rate of 15.44% and a daily increase of 20.00% [1] - Jianglong Shipbuilding (300589) with a deviation rate of 7.81% and a daily increase of 9.75% [1] - Haixiang New Materials (003011) with a deviation rate of 7.17% and a daily increase of 10.02% [1] Trading Activity - The trading turnover rate for Zhaobiao Co., Ltd. was 15.73%, indicating high trading activity [1] - Other stocks with notable trading turnover rates include Jianglong Shipbuilding at 35.06% and Haixiang New Materials at 8.58% [1] Market Trends - The overall market showed a mixed performance with some stocks significantly outperforming the five-day moving average while others just managed to cross it [1]

Core Insights - The forestry sector experienced a significant increase of 4.37% on December 1, with Pingtan Development leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Sector Performance - Pingtan Development (code: 000592) closed at 11.37, with a rise of 5.96% and a trading volume of 5.4078 million shares [1] - ST Jinggu (code: 600265) closed at 20.80, increasing by 2.06% with a trading volume of 468.738 million shares [1] - Yong'an Forestry (code: 000663) closed at 8.76, up 0.46% with a trading volume of 443,300 shares [1] - Fujian Jinsen (code: 002679) closed at 13.24, down 0.75% with a trading volume of 126,600 shares [1] Capital Flow - The forestry sector saw a net outflow of 212 million yuan from institutional investors, while retail investors contributed a net inflow of 174 million yuan [1] - The capital flow for individual stocks showed that Pingtan Development had a net outflow of 192 million yuan from institutional investors, but a net inflow of 152 million yuan from retail investors [2] - ST Jinggu experienced a net outflow of 1.4046 million yuan from institutional investors, with a net inflow of 375,600 yuan from retail investors [2]

Core Insights - The forestry sector experienced a significant increase of 7.87% on November 28, with Pingtan Development leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Sector Performance - Pingtan Development (000592) closed at 10.73, with a rise of 10.05% and a trading volume of 5.9285 million shares, amounting to a transaction value of 6.074 billion yuan [1] - Fujian Jinsen (002679) closed at 13.34, increasing by 4.96% with a trading volume of 160,600 shares, resulting in a transaction value of 211 million yuan [1] - Yong'an Forestry (000663) closed at 8.72, up 3.69% with a trading volume of 431,400 shares, translating to a transaction value of 367 million yuan [1] - ST Jinggu (600265) closed at 20.38, slightly down by 0.10% with a trading volume of 4,558 shares [1] Capital Flow - The forestry sector saw a net inflow of 24.615 million yuan from main funds, while retail investors experienced a net outflow of 46.5207 million yuan [1] - Pingtan Development had a main fund net inflow of 23.1594 million yuan, while retail investors faced a net outflow of 44.8488 million yuan [2] - Fujian Jinsen recorded a main fund net inflow of 10.5670 million yuan, with retail investors also experiencing a net outflow of 4.2390 million yuan [2] - ST Jinggu had a main fund net outflow of 0.9339 million yuan, while retail investors saw a net inflow of 1.1111 million yuan [2] - Yong'an Forestry experienced a main fund net outflow of 8.1775 million yuan, with retail investors having a net inflow of 0.14559 million yuan [2]

Market Overview - The state-owned enterprise reform sector declined by 0.4% compared to the previous trading day, with Jiuzhiyang leading the decline [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Top Performers in State-Owned Enterprise Reform Sector - Huashu Holdings (000509) closed at 4.03, up 10.11% with a trading volume of 296,500 shares and a turnover of 116 million yuan [1] - Teda Co., Ltd. (000652) closed at 4.59, up 10.07% with a trading volume of 828,800 shares and a turnover of 376 million yuan [1] - Te Fa Information (000070) closed at 13.92, up 10.04% with a trading volume of 2,296,300 shares and a turnover of 3.122 billion yuan [1] - Shanghai Mechanical & Electrical (600835) closed at 33.00, up 10.00% with a trading volume of 537,500 shares and a turnover of 1.703 billion yuan [1] Underperformers in State-Owned Enterprise Reform Sector - Jiuzhiyang (300516) closed at 53.35, down 12.83% with a trading volume of 263,100 shares and a turnover of 1.451 billion yuan [2] - Aerospace Development (000547) closed at 12.69, down 10.00% with a trading volume of 4,955,900 shares and a turnover of 6.514 billion yuan [2] - China Shipbuilding Defense (600685) closed at 29.89, down 9.34% with a trading volume of 832,200 shares and a turnover of 2.503 billion yuan [2] Capital Flow Analysis - The state-owned enterprise reform sector experienced a net outflow of 8.337 billion yuan from institutional investors, while retail investors saw a net inflow of 5.888 billion yuan [2] - Notable net inflows from retail investors were observed in Shanghai Mechanical & Electrical (600835) with 250 million yuan and Huagong Technology (000988) with 216 million yuan [3]

Core Points - Yong'an Forestry experienced a limit down today with a turnover rate of 21.52% and a transaction volume of 611 million yuan, showing a fluctuation of 10.12% [2] - Institutional investors net sold 20.67 million yuan, while brokerage seats collectively net sold 31.40 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange's watch list due to a daily decline deviation of -10.34% [2] Trading Data - The top five brokerage seats accounted for a total transaction volume of 121 million yuan, with a buying amount of 34.32 million yuan and a selling amount of 86.39 million yuan, resulting in a net sell of 52.06 million yuan [2] - Among the brokerage seats, two institutional special seats were present, with a total buying amount of 2.49 million yuan and a selling amount of 23.15 million yuan, leading to a net sell of 20.67 million yuan [2] Historical Performance - Over the past six months, Yong'an Forestry has appeared on the watch list five times, with an average price increase of 6.18% the day after being listed and an average increase of 3.21% in the following five days [2] Capital Flow - The stock saw a net outflow of 79.11 million yuan in main funds today, with a significant outflow of 56.93 million yuan from large orders and 22.18 million yuan from big orders [2] - In the past five days, the main funds experienced a net inflow of 9.41 million yuan [2]

Group 1 - The renovation and building materials sector experienced a slight decline, closing at 16,145.05 points with a drop of 0.22% [1] - Yong'an Forestry led the decline in the sector, closing at 8.99 CNY per share with a decrease of 10.01% [1] - Huaci Co. and *ST Yazhen followed, closing at 16.73 CNY per share with a drop of 7.98% and 43.23 CNY per share with a drop of 4.99% respectively [1] Group 2 - Meike Home led the gains in the sector, closing at 2.65 CNY per share with an increase of 9.96% [1] - Leizhi Group and *ST Nachuan also saw gains, closing at 6.85 CNY per share with an increase of 9.95% and 2.64 CNY per share with an increase of 6.02% respectively [1] Group 3 - According to a report by EIU Think Tank, the robust development of technology markets supports the stable growth of China's whole-home smart industry [1] - The smart home market in China is projected to exceed 1 trillion CNY by 2025, driven by the increasing maturity of technology and the expansion of product supply [1] - Major players in the internet, home appliances, and traditional hardware sectors are actively entering the smart home market, leading to a diversified development of the industry [1]

Core Viewpoint - Yong'an Forestry (000663.SZ) announced the termination of the voting rights delegation agreement with Yuanxing Construction, which previously held 3.75% of the company's voting rights [1] Group 1 - Yuanxing Construction has notified the company about the termination of the voting rights delegation to the Finance Bureau [1] - Following the termination, the shares held by the Finance Bureau and Yuanxing Construction will no longer be combined for the purpose of calculating ownership [1] - Both parties will no longer be considered as shareholders holding more than 5% of the company's shares [1] Group 2 - The change in the equity held by the relevant information disclosure obligor does not affect the company's controlling shareholder and actual controller [1]

Core Viewpoint - Yong'an Forestry (000663.SZ) has received a notice from Yuanxing Construction Company regarding the termination of the voting rights delegation agreement, which affects the voting rights of 3.75% of the company's shares held by Yuanxing [1] Group 1 - Yuanxing Construction Company has terminated the delegation of voting rights for its 3.75% shareholding in Yong'an Forestry to the Finance Bureau [1] - Following the termination of the voting rights delegation, the shares held by the Finance Bureau and Yuanxing Construction will no longer be combined for the purpose of calculating shareholding percentages [1] - The change in the delegation of voting rights does not affect the company's controlling shareholder or actual controller [1]

股票代码：000663 股票简称：永安林业 编号：2025-051 福建省永安林业（集团）股份有限公司 关于收到解除表决权委托协议暨 股东权益变动的提示性公告 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、误导性陈述或者重大遗漏。 重要内容提示： 1.本次权益变动为福建省永安林业（集团）股份有限公司（以 下简称"公司"）股东永安市远兴曹远城镇建设有限公司（以下 简称"远兴建设公司"）与永安市财政局（以下简称"财政局"） 签订了《解除〈福建省永安林业（集团）股份有限公司股份表决 权委托协议〉的协议书》（以下简称"《解除表决权委托协议》"） 导致的表决权比例发生变动，不触及要约收购； 2.本次权益变动前，财政局通过直接持股和接受表决权委托 持有的合计股份为 26,160,865 股（占比 7.77%）；本次权益变动 后，财政局通过直接持股持有的股份为 13,549,565 股（占比 4.02%）；远兴建设公司通过直接持股持有的股份为 12,611,300 股（占比 3.75%）。 3.本次权益变动未导致公司控股股东及实际控制人发生变 化。 — 1 — 2025 年 11 月 21 日， ...

信息披露义务人一：永安市财政局 住所：福建省永安市大同路 66-1 号 通讯地址：福建省永安市大同路 66-1 号 股份变动性质：解除表决权委托，可支配表决权股份数量减少 信息披露义务人二：永安市远兴曹远城镇建设有限公司 住所：永安市曹远镇坑边路 153-1 号 通讯地址：永安市曹远镇坑边路 153-1 号 股份变动性质：解除表决权委托，可支配表决权股份数量增加 签署日期：2025 年 11 月 24 日 — 1 — 上市公司名称：福建省永安林业（集团）股份有限公司 股票上市地点：深圳证券交易所 股票简称：永安林业 股票代码：000663 一、信息披露义务人为永安市财政局以及永安市远兴曹远城 镇建设有限公司，依照《上市公司收购管理办法》及相关法规的 规定编制报送简式权益变动报告书披露相关信息。 二、本报告书系信息披露义务人依据《中华人民共和国公司 法》《中华人民共和国证券法》《上市公司收购管理办法》《公开 发行证券的公司信息披露内容与格式准则第15号-权益变动报告 书》及其他相关法律、法规和部门规章的有关规定编写。 三、信息披露义务人签署本报告书已获得必要的授权和批准， 其履行亦不违反信息披露义务人公司章程或 ...