（编辑 王江浩） 证券日报网讯 12月28日，海南发展发布公告称，公司股票连续3个交易日收盘价格涨幅偏离值累计超 20%，公司前期披露的信息不存在需要更正、补充之处；未发现近期公共传媒报道了可能或已经对本公 司股票交易价格产生较大影响的未公开重大信息。 ...

每经AI快讯，12月28日，海南发展（002163）(002163.SZ)公告称，公司股票连续三个交易日收盘价格 涨幅偏离值累计超过20%，属于股票交易异常波动情形。经核实，公司前期披露的信息不存在需要更 正、补充之处，近期公司经营情况及内外部经营环境未发生重大变化，公司、控股股东和实际控制人不 存在关于公司的应披露而未披露的重大事项。 ...

Core Viewpoint - The company announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% during the trading days from December 24 to 26, 2025 [1] Group 1: Stock Performance - The stock (security code: 002163) showed a significant price deviation, indicating unusual volatility [1] - As of December 26, the company's price-to-earnings ratio is in a loss position, which is significantly different from its industry peers [1] Group 2: Company Disclosure - The company conducted an internal review and found no need to correct or supplement previously disclosed information [1] - There were no significant changes in the company's operations or environment recently [1] - The controlling shareholder and actual controller did not engage in buying or selling the company's stock during the period of abnormal fluctuation [1] Group 3: Investor Advisory - The company reminds investors to make rational decisions and be aware of potential risks associated with the stock [1]

一、股票交易异常波动的情况介绍 海控南海发展股份有限公司（以下简称"公司"）股票（证券 简称：海南发展，证券代码：002163）连续三个交易日（2025年12 月24日、2025年12月25日、2025年12月26日）收盘价格涨幅偏离值 累计超过20%，根据《深圳证券交易所交易规则》等有关规定，属于 股票交易异常波动的情形。 二、公司关注、核实情况的说明 证券代码：002163 证券简称：海南发展 公告编号：2025-121 海控南海发展股份有限公司 股票交易异常波动公告 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。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据深交所《股票上 市规则》等有关规定应予以披露而未披露的事项或与该事项有关的 筹划、商谈、意向、协议等；董事会也未获悉本公司有根据深交所 《股票上市规则》等有关规定应予以披露而未披露的、对本公司股 票及其衍生品种交易价格产生较大影响的信息；公司前期披露的信 息不存在需要更正、补充之处。 四、风险提示 1.经自查，公司不存在违反信息公平披露的情形。 2.截至2025年12 ...

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector [3][24]. Core Insights - The report highlights a significant increase in the construction and decoration sector, with the SW Building Decoration Index rising by 2.26% [3][4]. - Key sub-sectors such as decorative curtain walls, professional engineering, and international engineering have shown strong weekly performance, with increases of 7.14%, 6.11%, and 3.52% respectively [3][6]. - The report emphasizes the importance of effective investment in infrastructure and strategic mergers and acquisitions as outlined by the State-owned Assets Supervision and Administration Commission (SASAC) [3][10]. Industry Performance - The construction industry outperformed the Shanghai Composite Index, with a weekly increase of 2.26% compared to the index's 1.88% [4][5]. - The best-performing sub-industry for the week was decorative curtain walls, which saw a rise of 7.14% [6][9]. - Year-to-date, the ecological landscaping sector has shown the highest growth at 54.66%, followed closely by professional engineering and decorative curtain walls [6][9]. Key Company Developments - Zhejiang Communications Technology Co., Ltd. won a contract for the "Fuchun River Urbanization Project" valued at 3.004 billion yuan, representing 6.29% of its 2024 revenue [14]. - China Aluminum International signed a contract worth 14 billion yuan with an overseas client, accounting for 58.33% of its 2024 revenue [14][15]. - The report notes significant stock performance, with companies like Hainan Development and Shanghai Port Bay seeing weekly increases of 56.46% and 44.35% respectively [3][10].

Group 1 - The Sanya International Forum and the Fifth Sanya Wealth Management Conference were held on December 27, focusing on the future positioning of Hainan Free Trade Port and new opportunities in Sanya [1] - CITIC Group aims to leverage its "finance + industry" synergy to support the construction of Hainan Free Trade Port, particularly in urban renewal, industrial introduction, and infrastructure management [1][6] - CITIC City Development has inherited nearly 30 years of real estate development experience and will focus on urban development and operation rather than high-leverage, high-turnover models [5] Group 2 - The company has over 2 trillion yuan in managed assets and is involved in risk resolution for problematic real estate projects, including unfinished buildings and affordable housing [5] - There has been a significant increase in external population coming to Hainan for tourism, investment, and business registration, which is expected to drive demand for quality housing [7] - The company suggests that Hainan should fully lift purchase restrictions to enhance its global appeal as a free trade port [8]

Strong Stocks - As of December 26, the Shanghai Composite Index rose by 0.1% to 3963.68 points, the Shenzhen Component Index increased by 0.54% to 13603.89 points, and the ChiNext Index went up by 0.14% to 3243.88 points [1] - A total of 91 stocks in the A-share market hit the daily limit up, with the top three strong stocks being: Antong Holdings (600179), Hainan Development (002163), and Xiamen Guomao (600755) [1] - The detailed data for the top 10 strong stocks includes metrics such as consecutive limit up days, turnover rates, trading volumes, and net buying amounts from the Dragon and Tiger List [1] Strong Concept Sectors - The top three concept sectors based on A-share performance are Hainan Free Trade Zone, Metal Zinc, and Metal Lead, with respective increases of 4.32%, 3.61%, and 3.3% [2] - The detailed data for the top 10 concept sectors includes metrics such as percentage of limit up stocks, percentage of rising stocks, and percentage of falling stocks [2]

每经AI快讯，12月26日，海南发展（002163）(002163.SZ)公告称，由于子公司海控三鑫无法偿还到期 银行债务，近日公司根据与相关银行签署的《保证合同》履行了连带保证担保责任，为海控三鑫向相关 银行代偿本息合计1.25亿元。 ...

海南发展公告称，公司为控股子公司海控三鑫提供融资担保，截至目前已签署且尚在存续期的担保合同 金额为1.84亿元，担保主债权剩余本金0.61亿元。因海控三鑫无法偿还到期银行债务，公司近日履行连 带保证担保责任，为其向相关银行代偿本息合计1.25亿元。截至目前，公司履行担保责任代海控三鑫偿 还银行债务共计2.47亿元。公司正采取举措补充流动资金并将依法追偿。此外，法院已受理公司对海控 三鑫的破产清算申请。 ...

一、情况概述 （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 供融资担保事项的议案》，公司向海控三鑫调剂增加 0.17 亿元担保 额度，即 2024 年度公司向海控三鑫提供融资担保额度由 3.69 亿元调 整为 3.86 亿元，2024 年度公司向资产负债率超过 70%的其他主体提 供的担保额度相应调减。详见公司在《证券时报》或巨潮资讯网 （www.cninfo.com.cn）上披露的《关 ...