Group 1 - The core point of the article is that Hainan Development (002163.SZ) reported a new signed order amount of 397 million yuan for its decoration business in the third quarter of 2025, with a total of 2.982 billion yuan in signed but uncompleted orders as of the end of the reporting period [1]

Core Points - Hainan Development (002163.SZ) announced that the new signed orders for its decoration and renovation business in Q3 2025 amounted to 397 million yuan [1] - As of the end of the reporting period, the total amount of signed but uncompleted orders reached 2.982 billion yuan [1]

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]