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“1元大甩卖”频现A股,有何玄机?
Zheng Quan Shi Bao· 2025-09-23 14:33
Core Viewpoint - The phenomenon of A-share listed companies transferring assets for 1 yuan has garnered significant market attention, indicating strategic decisions rather than mere loss transactions [1][2][3] Group 1: Asset Transfer Dynamics - Many companies are engaging in "clearance-style" transfers, relinquishing control of assets that often have negative net worth and poor operational performance [1][2] - The low-priced asset transfers are often accompanied by debt transfer arrangements, effectively shifting liabilities along with the equity [1][5] - Companies like *ST Nan Zhi and ST Yi Gou are using these transactions as a strategy to exit non-core areas and mitigate losses [2][8] Group 2: Strategic Adjustments - The majority of the assets being transferred are in the real estate sector, which has been a significant burden on company performance due to ongoing losses [2][3] - By divesting from real estate, companies aim to pivot towards lighter asset business models, enhancing operational efficiency and profitability [2][3] Group 3: Financial Implications - The transfer of assets at 1 yuan often indicates the presence of substantial debts, with the receiving party assuming these liabilities [5][6] - For instance, ST Yi Gou's subsidiaries had significant negative equity, highlighting the financial distress associated with these assets [6][7] Group 4: Market Perception and Risks - While these transactions can improve financial metrics in the short term, they may also lead to negative market perceptions regarding the company's fundamentals and asset quality [7][8] - The practice of low-priced asset transfers can raise concerns about potential regulatory scrutiny and investor trust issues [7][8] Group 5: Long-term Considerations - Although divesting unprofitable assets can temporarily enhance financial statements, it may also result in reduced business scale and profitability sources in the long run [8][9] - Companies are encouraged to focus on building a competitive business structure and sustainable profit models to navigate the challenges of transformation [9]
ST易购(002024) - 董事离任公告
2025-09-23 12:46
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、董事离任情况 苏宁易购集团股份有限公司(以下简称"公司")董事会近日收到公司董事 沈沉女士的书面辞职报告。沈沉女士因个人原因,申请辞去公司第八届董事会董 事职务,同时一并辞去公司第八届董事会战略委员会委员职务。辞职后,沈沉女 士将不再担任公司及公司控股子公司任何职务。 证券代码:002024 证券简称:ST 易购 公告编号:2025-048 苏宁易购集团股份有限公司董事离任公告 根据《中华人民共和国公司法》《公司章程》的有关规定,沈沉女士的辞职 报告自送达公司董事会之日起生效,其辞去董事职务不会导致公司董事会成员人 数低于法定人数,不会对公司董事会运作产生影响。公司将按照相关法律规定开 展董事补选工作。 截至本公告披露日,沈沉女士未持有公司股份。沈沉女士在公司任职期间, 恪尽职守、勤勉尽责,为公司发展发挥了积极作用。公司及董事会对沈沉女士在 任职期间为公司发展所做出的贡献表示衷心感谢! 二、备查文件 2025 年 9 月 24 日 1、辞职报告。 苏宁易购集团股份有限公司 董事会 ...
入股十年,阿里巴巴首次减持苏宁易购
Guo Ji Jin Rong Bao· 2025-09-23 12:34
减持公告一出,9月23日,ST易购开盘跌停,最终报收1.78元,跌幅收窄至4.8%,最新市值为165亿元。 苏宁易购的前身为苏宁电器,由张近东于1990年在南京创立,是中国最早一批崛起的家电零售巨头。 2004年7月,苏宁电器在深交所成功上市。至2008年其营收已达498.97亿元,超越国美,登顶家电连锁 零售行业。2013年,苏宁全年销售额首次突破千亿达1052.92亿元,远超阿里巴巴同期的营收。 苏宁易购与阿里巴巴的合作始于十年前。彼时,"新零售"概念兴起,京东同时向阿里与苏宁发起强劲挑 战。在此背景下,2015年8月,苏宁与阿里宣布战略牵手。 阿里系的减持名单上,再添重要一员——ST易购(苏宁易购)。 9月22日晚间,苏宁易购集团股份有限公司(证券简称:ST易购)发布公告称,持股5%以上股东杭州灏 月企业管理有限公司拟减持部分公司股份。此次减持系杭州灏月"基于自身商业安排"进行,计划自减持 预披露公告发布之日起15个交易日后的三个月内,通过集中竞价或大宗交易方式,合计减持不超过2.63 亿股,约占公司剔除回购账户股份后总股本的2.85%。 杭州灏月背后站的是阿里巴巴,其股东为淘宝(中国)软件有限公司、浙 ...
拟减持苏宁易购2.85%股份 阿里巴巴“瘦身”继续
Mei Ri Jing Ji Xin Wen· 2025-09-23 11:20
每经记者|陈婷 每经编辑|文多 9月22日晚,苏宁易购集团股份有限公司(证券简称为ST易购,证券代码为002024.SZ,以下简称苏宁 易购)披露,杭州灏月企业管理有限公司(简称"杭州灏月")基于自身商业安排,拟在减持预披露公告 发布之日起15个交易日后的三个月内,以集中竞价及大宗交易方式合计减持苏宁易购股份不超过2.63亿 股(占公司剔除回购专用账户中股份数量后总股本的2.85%)。 截至该公告披露日,杭州灏月持有苏宁易购18.61亿股,占上市公司总股本的20.09%。 天眼查显示,杭州灏月的控股股东为淘宝(中国)软件有限公司(简称淘宝中国),其他股东包括浙江 天猫技术有限公司和阿里巴巴网络中国有限公司(简称阿里网络)。 当前,阿里方面的"断舍离"还在继续。去年12月、今年1月,阿里方面相继对外出售了所持的全部银泰 股权以及所持高鑫零售全部股权。 8月29日,阿里巴巴(09988,HK)发布了2026财年第一季度财报(截至2025年6月30日止季度)。在当 晚的分析师电话会上,阿里巴巴集团CEO吴泳铭表示,面向未来,阿里将围绕大消费和AI+云两大战 略重心继续坚定投入。 值得一提的是,或是由于乘上了"以旧换 ...
9月23日重要公告一览
Xi Niu Cai Jing· 2025-09-23 10:18
Group 1 - Qianyu Medical's shareholder QM5 LIMITED plans to transfer approximately 6.6693 million shares, accounting for 2% of the company's total share capital [1] - Guizhou Platinum Industry intends to raise no more than 1.291 billion yuan for technological innovation platform construction, industrial transformation, and working capital [1] - Guangdong Construction has won a bid for the Guangzhou Financial City East District project with a contract value of 1.924 billion yuan [1] Group 2 - Sanfu New Science plans to repurchase shares with a total amount not less than 10 million yuan and not exceeding 15 million yuan [3] - Baiyun Mountain's subsidiary has entered the II phase of clinical trials for children's Xiao Chai Hu granules, aimed at treating pediatric gastrointestinal colds [4] - Lepu Medical has signed a strategic cooperation agreement with Hanhai Information for market promotion and operation rights in mainland China [5] Group 3 - Daotong Technology plans to transfer 46% of its stake in Saifang Technology for a total consideration of 109 million yuan [7] - Rizhao Port's shareholder Shandong Energy Group intends to reduce its stake by up to 3% [8] - Saiwei Electronics reports that the National Integrated Circuit Fund has reduced its stake by 6.3481 million shares, representing 0.87% of the total share capital [10] Group 4 - Changji Logistics proposes a cash dividend of 0.31 yuan per share for the 2025 interim period [11] - Xuelong Group's shareholder plans to reduce its stake by up to 1.95% [13] - Lianxiang Co. plans to reduce its stake by a total of 3.74% [15] Group 5 - Yingfeite's actual controller plans to reduce its stake by up to 2.82% [16] - Baolong Technology's director plans to reduce his stake by up to 0.11% [17] - China Electric Research's shareholder plans to transfer 2% of the company's shares through an inquiry transfer [18] Group 6 - Oriental Pearl plans to participate in establishing an investment fund with a total fundraising scale of 714 million yuan [19] - Tianqin Equipment's shareholder plans to reduce its stake by up to 1% [21] - Crystal Optoelectronics' shareholder plans to reduce its stake by up to 0.99% [22] Group 7 - Changchun Technology expects a net profit increase of 131.39% to 145.38% for the first three quarters of 2025 [22] - Jinhai Tong's shareholder plans to reduce its stake by up to 1% [24] - Zhongdian Electric's shareholder plans to reduce its stake by up to 3% [26] Group 8 - Zhixiang Jintai has signed exclusive cooperation agreements for two monoclonal antibody injections [27] - Chuangli Group's director plans to reduce his stake by up to 0.7% [28] - Henghui Security's shareholders plan to reduce their stake by a total of 2.34% [29] Group 9 - Tianci Materials' subsidiary has signed a supply cooperation agreement for no less than 800,000 tons of electrolyte products [29] - Tianci Materials has submitted an application for H-share listing on the Hong Kong Stock Exchange [30] - Zhongke Haixun has signed a strategic cooperation agreement with Beibu Gulf Port Group [30] Group 10 - China CNR has elected Sun Yongcai as the chairman of the board [31] - Baiwei Storage plans to issue H-shares and list on the Hong Kong Stock Exchange [32] - Shengxin Lithium Energy plans to acquire a 21% stake in Qicheng Mining for 1.456 billion yuan [33] Group 11 - Zhongjing Electronics plans to raise no more than 700 million yuan for various projects [35] - Dingxin Communications clarifies that its technology authorization from Pingtouge is unrelated to AI intelligent reasoning chips [37] - Rihai Intelligent's major shareholder plans to reduce its stake by up to 2.77% [38] Group 12 - Rihai Optical's actual controller plans to reduce his stake by up to 3% [39] - Xilong Science's actual controllers plan to reduce their stake by a total of 3% [40] - Honggong Technology plans to sign a project contract with a maximum investment of 450 million yuan [41] Group 13 - Mankang Pharmaceutical has signed a strategic cooperation agreement with Nanjing Haijing Pharmaceutical [42] - Mankang Pharmaceutical plans to raise no more than 1.033 billion yuan through a private placement [42] - Kaidi Co.'s shareholder plans to reduce its stake by up to 38,030 shares [43] Group 14 - Hesheng Co. has launched a stock option and restricted stock incentive plan totaling 3.6 million shares [44] - ST Yigou's shareholder plans to reduce its stake by up to 2.85% [46] - Jinziham's subsidiary plans to invest up to 300 million yuan in Zhongzheng Microelectronics [49]
阿里拟减持苏宁易购
Di Yi Cai Jing· 2025-09-23 09:03
9月23日,苏宁易购(ST易购,002024.SZ)股价下跌,截至发稿,跌幅达到4.81%,报价1.78元/股。 消息面上,9月22日晚间,苏宁易购发布关于5%以上股东减持股份的预披露公告,杭州灏月企业管理有 限公司(以下简称"杭州灏月")基于自身商业安排拟减持苏宁易购股份。杭州灏月是阿里巴巴旗下公 司,2024年2月,杭州灏月接手淘宝中国所持的苏宁易购股份,目前,杭州灏月占苏宁总股本比例为 20.09%,是苏宁易购的第一大股东。 公告显示,杭州灏月拟在减持预披露公告发布之日起15个交易日后的三个月内,以集中竞价及大宗交易 方式合计减持不超过2.63亿股(占公司剔除回购专用账户中股份数量后总股本的2.85%),其中,通过 集中竞价交易方式减持不超过1%,通过大宗交易方式减持不超过1.85%。 苏宁易购在公告中表示,杭州灏月不属于苏宁控股股东和实际控制人,本次减持计划不会导致公司控制 权发生变更,不会对公司持续性经营产生影响。截至公告披露日,苏宁易购无控股股东、无实际控制 人。 值得一提的是,半年报还显示,在苏宁披露的重大关联交易中,阿里巴巴与苏宁日常经营相关的关联交 易主要集中在苏宁易购天猫旗舰店相关业务、物 ...
A股异动丨ST易购跌停 股东杭州灏月拟减持不超2.85%股份
Ge Long Hui A P P· 2025-09-23 06:05
ST易购(002024.SZ)跌停报1.78元,封单逾14万手,暂成交7424万元,最新市值164.9亿元。ST易购公 告,持股20.09%的股东杭州灏月拟于2025年10月22日至2026年1月20日,通过集中竞价减持不超过 9204.37万股(1%)及大宗交易减持不超过1.71亿股(1.85%),合计不超2.63亿股,占公司剔除回购专用账户 后总股本的2.85%。(格隆汇) ...
大股东阿里拟减持,苏宁股价下跌近5%
Di Yi Cai Jing· 2025-09-23 03:55
如何证明自身业务的持续"造血"能力成为苏宁更迫切的课题。 9月23日,苏宁易购(ST易购,002024.SZ)股价下跌,截至发稿,跌幅达到4.81%,报价1.78元/股。 消息面上,9月22日晚间,苏宁易购发布关于5%以上股东减持股份的预披露公告,杭州灏月企业管理有限公司(以下简称"杭州灏月")基于自身商业安排拟 减持苏宁易购股份。杭州灏月是阿里巴巴旗下公司,2024年2月,杭州灏月接手淘宝中国所持的苏宁易购股份,目前,杭州灏月占苏宁总股本比例为 20.09%,是苏宁易购的第一大股东。 | 1.78 | | -4.81% | | --- | --- | --- | | 9:30 | 11:30/13:00 | 15:00 超大 354万 1. | | 总量:40.64万 | | 个 大单 1,831万 7. | | | | 12万 | | | | 中单 1,478万 6. | | | | 6万 小单 1,342万 5. | | | | 2 更多成交 | 不过,苏宁易购最新发布的半年报显示,报告期内,苏宁归属于上市公司股东的扣除非经常性损益的净利润亏损8.65亿元,较上年同期亏损扩大5.30亿元。 经营活动产生 ...
ST易购:5%以上股东杭州灏月拟减持不超2.85%公司股份
Xin Lang Cai Jing· 2025-09-23 00:41
9月22日晚间,ST易购公告,公司于近日收到5%以上股东杭州灏月出具的《关于股份减持计划的意向 函》,杭州灏月基于自身商业安排,拟在减持预披露公告发布之日起15个交易日后的三个月内,以集中 竞价及大宗交易方式合计减持公司股份不超过262,631,578股(占公司剔除回购专用账户中股份数量后总 股本的2.85%),其中,通过集中竞价交易方式减持不超过92,043,737股,通过大宗交易方式减持不超 过170,587,841股。 ...
ST易购:杭州灏月拟减持公司不超2.85%股份
Zheng Quan Shi Bao Wang· 2025-09-22 14:26
人民财讯9月22日电,ST易购(002024)9月22日公告,公司持股20.09%的股东杭州灏月企业管理有限公司 (简称"杭州灏月")拟以集中竞价及大宗交易方式,合计减持公司股份不超过2.63亿股(占公司剔除回 购专用账户中股份后总股本的2.85%)。 转自:证券时报 ...