证券代码：002163 证券简称：海南发展 公告编号：2025-099 海控南海发展股份有限公司 2025 年第三季度装修装饰业务主要经营情况简报 注：以上数据仅为阶段性数据且未经审计，仅供投资者参阅。 大额工程项目情况： 1.上海大歌剧院外立面及屋面装饰工程,已签订施工合同，本期 确认收入 4,668 万元，累计确认收入 36,787 万元，本期收款 1,819 万元，累计已收款 36,434 万元。 2.招商银行总部大厦项目幕墙工程（标段一），已签订施工合同， 本期确认收入7,027万元，累计确认收入41,183万元，本期收款7,776 万元，累计已收款 37,662 万元。 3.海口塔项目施工总承包项目幕墙及擦窗机工程，已签订施工合 同，本期确认收入 3,926 万元，累计确认收入 17,436 万元，本期收 款 5,908 万元，累计收款 18,095 万元。 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。 根据《深圳证券交易所上市公司自律监管指引第 3 号——行业信 息披露》等相关规定，海控南海发展股份有限公司（以下简称"公司"） 2025 年第三季 ...

关于原控股子公司深圳市三鑫精美特玻璃有限公司 破产清算程序终结的进展公告 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。 证券代码：002163 证券简称：海南发展 公告编号：2025-097 海控南海发展股份有限公司 近日，公司收到广东省深圳市中级人民法院出具的民事裁定书 （（2024 ）粤 03 破 573 号之五）。根据民事裁定书（（2024 ）粤 03 破 573 号之五），管理人已执行完毕《深圳市三鑫精美特玻璃有 限公司破产财产分配方案（定稿）》。精美特破产财产已经分配或提 存完毕，管理人申请法院终结精美特破产程序符合法律规定，广东省 深圳市中级人民法院裁定终结精美特破产程序。 三、其他说明 根据民事裁定书（（2024）粤 03 破 573 号之五），精美特应收 账款追收和破产财产追加分配等事宜作为遗留事项，由管理人在破产 程序终结后继续处理。管理人在精美特遗留事项处理完毕后应当办理 企业注销登记。 特此公告。 海控南海发展股份有限公司董事会 二〇二五年十月十八日 一、基本情况 海控南海发展股份有限公司（以下简称"公司"）于 2023 年 8 月 1 ...

证券代码：002163 证券简称：海南发展 公告编号：2025-098 海控南海发展股份有限公司 关于履行担保责任的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、情况概述 （蚌埠）新能源材料有限公司提供融资担保事项的公告》（公告编号： 2024-075）等相关公告。 （一）担保审批情况 海控南海发展股份有限公司（以下简称"公司"或"海南发展"） 于 2024 年 4 月 17 日召开第八届董事会第九次会议及 2024 年 5 月 15 日召开 2023 年年度股东大会，审议通过了《关于 2024 年公司提供融 资担保事项的议案》，公司及合并报表范围内子公司 2024 年度预计 提供融资担保额度不超过人民币 26.79 亿元，其中公司为海控三鑫 （蚌埠）新能源材料有限公司（以下简称"海控三鑫"）提供担保额 度为 3.69 亿元。公司于 2024 年 11 月 27 日召开第八届董事会第十五 次会议及 2024 年 12 月 16 日召开 2024 年第四次临时股东大会，审议 通过了《关于为控股子公司海控三鑫（蚌埠）新能源材料有限公司提 供融资担保事项 ...

Core Insights - The company reported new signed orders of 397 million CNY in the decoration and renovation business for Q3 2025, with a total of 7.83 billion CNY in uncontracted bids [1] - The total amount of signed but uncompleted orders at the end of the period reached 2.982 billion CNY [1] Summary by Category Decoration and Renovation Business - New signed orders amounted to 397 million CNY, while uncontracted bids totaled 7.83 billion CNY, leading to a cumulative total of 2.982 billion CNY in signed but uncompleted orders [1] Building Curtain Wall - New signed orders for building curtain walls were 393 million CNY, with uncontracted bids of 780 million CNY, resulting in a cumulative total of 2.892 billion CNY in signed but uncompleted orders [1] Building Decoration - New signed orders for building decoration were 3.95 million CNY, with uncontracted bids of 3.40 million CNY, leading to a cumulative total of 891.71 million CNY in signed but uncompleted orders [1]

Group 1 - The Hainan Free Trade Zone concept rose by 2.58%, ranking first among concept sectors, with 22 stocks increasing, including Haixia Co., Haima Automobile, and ST Huawen hitting the daily limit [1][2] - Notable gainers included Haikou Group, Hainan Haiyao, and Kangzhi Pharmaceutical, which rose by 6.38%, 6.14%, and 5.69% respectively [1] - The stocks with the largest declines were Hainan Huatie, Junda Co., and *ST Shuangcheng, which fell by 1.30%, 1.23%, and 1.06% respectively [1] Group 2 - The Hainan Free Trade Zone concept saw a net inflow of 358 million yuan from main funds, with 18 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan [2] - The top net inflow stock was Haixia Co., with a net inflow of 108 million yuan, followed by HNA Holding, Hainan Development, and Haide Co. with net inflows of 89.09 million yuan, 82.73 million yuan, and 64.19 million yuan respectively [2][3] - The highest net inflow ratios were seen in Haide Co., ST Huawen, and Hainan Haiyao, with ratios of 14.30%, 13.37%, and 12.49% respectively [3] Group 3 - The top stocks in the Hainan Free Trade Zone concept included Haixia Co. with a daily increase of 10.03% and a turnover rate of 6.55%, followed by HNA Holding with a 1.80% increase and a turnover rate of 2.30% [3][4] - Other notable performers included Hainan Development with a 2.99% increase and a turnover rate of 8.46%, and Haikou Group with a 6.38% increase and a turnover rate of 7.54% [4] - Stocks such as Hainan Huatie and Junda Co. experienced declines of 1.30% and 1.23% respectively, with negative main fund flows [4]

Group 1 - The article emphasizes that Dongfang Caifu aims to disseminate more information and does not represent the site's stance, nor does it constitute investment advice [1]

Core Insights - The duty-free shop concept index rose by 0.76%, ranking 10th among concept sectors, with 22 stocks increasing in value, led by Bubu Gao, Hainan Development, and Caesar Travel, which rose by 3.31%, 2.52%, and 2.42% respectively [1] - The duty-free shop sector experienced a net outflow of 2.3966 million yuan in capital, with 14 stocks seeing net inflows, and 6 stocks receiving over 10 million yuan in net inflows, led by Tibet Summit with 36.3033 million yuan [2][3] - The leading stocks in terms of net inflow ratio included Wushang Group, Zhu Mian Group, and Caesar Travel, with net inflow ratios of 6.42%, 6.22%, and 5.90% respectively [3] Sector Performance - The duty-free shop sector's performance was notable, with a total of 22 stocks increasing, while the top gainers included Bubu Gao, Hainan Development, and Caesar Travel [1] - The overall market saw various concept sectors with differing performances, such as the cultivated diamond sector rising by 3.74% and the national big fund holding sector declining by 5.47% [2] - The duty-free shop sector's net capital outflow indicates a mixed sentiment among investors, despite some individual stocks performing well [2][3] Stock Specifics - Key stocks in the duty-free shop sector included Tibet Summit, Caesar Travel, and Bubu Gao, which had significant net inflows of capital [2][3] - The stock performance varied, with some stocks like Nanning Department Store and ST Huayang experiencing declines of 1.91% and 1.41% respectively [1][4] - The trading volume and turnover rates for leading stocks in the duty-free sector were also highlighted, with Tibet Summit showing a turnover rate of 9.33% [3]

Core Insights - The decoration and renovation sector saw a slight increase of 0.39% on October 14, with *ST Dongyi leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - *ST Dongyi (002713) closed at 6.93, up 5.00% with a trading volume of 579,800 shares and a transaction value of 400 million yuan [1] - Kexin Development (600234) closed at 12.00, up 4.80% with a trading volume of 246,000 shares and a transaction value of 293 million yuan [1] - Haosai (002963) closed at 14.70, up 3.67% with a trading volume of 86,400 shares and a transaction value of 126 million yuan [1] - Other notable performers include Decai Co. (605287) and Hainan Development (002163), with increases of 3.39% and 2.52% respectively [1] Capital Flow - The decoration and renovation sector experienced a net outflow of 83.82 million yuan from institutional investors, while retail investors saw a net inflow of 61.98 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Quanzhu Co. (603030) had a net inflow of 70.91 million yuan from institutional investors, but a net outflow of 23.58 million yuan from speculative funds [3] - Other stocks like Haosai (002963) and Hainan Development (002163) also showed varied capital flows, indicating differing investor sentiments across the sector [3]

证券日报网讯海南发展（002163）10月13日在互动平台回答投资者提问时表示，截至2025年9月30日， 公司股东总户数72，096户。 ...

Core Insights - The announcement of the bankruptcy application by Haikong Sanxin reflects the ongoing downturn in the photovoltaic glass market, highlighting the cyclical challenges faced by the industry [1][2] - Haikong Sanxin's financial struggles have significantly impacted its parent company, Hainan Development, leading to a drastic decline in net profit and an increase in debt ratio [3] Group 1: Company Situation - Haikong Sanxin, a subsidiary of Hainan Development, is seeking bankruptcy liquidation due to continuous losses and insolvency, with an audited net loss of 376 million yuan in 2024 and an unaudited loss of 195 million yuan in the first half of 2025 [2] - The company has implemented production cuts by halting operations of 550 tons of furnaces and five deep processing production lines, retaining only two lines to minimize losses [2] - Hainan Development stated that the bankruptcy process would alleviate operational burdens and would not significantly impact its main business or trigger delisting risks [2] Group 2: Financial Implications - The ongoing losses from Haikong Sanxin have severely dragged down Hainan Development's performance, with a 394.64% year-on-year drop in net profit to -213 million yuan in the first half of 2025 and an increase in the debt ratio to 84.38% [3] - The outcome of the bankruptcy asset disposal remains uncertain, making it difficult to predict the recoverable amounts for the company's debts [3] Group 3: Industry Context - The case of Haikong Sanxin illustrates the stark contrast within the photovoltaic industry, where many companies are facing bankruptcy while leading firms like Fuyao Glass and Xinyi Solar maintain a stable oligopoly [4] - Following the divestment of loss-making assets, Hainan Development's other business segments, such as curtain wall and interior decoration, as well as special glass processing, are expected to continue performing well [4] - The strategic decision to cut off unprofitable segments is seen as both a necessary survival tactic and a long-term strategic move, with potential growth opportunities in high-end manufacturing and cross-border trade as policy benefits are expected to accelerate [4]