| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600606 | 绿地控股 | - 1.88 | -2.59% | 140.51万 | 2.67亿 | | 600692 | 亚通股份 | 7.74 | -2.03% | 10.79万 | 8393.67万 | | 002244 | 滨江集团 | 9.79 | -1.90% | 26.45万 | 2.62亿 | | 600773 | 西藏城投 | 10.70 | -1.65% | 14.93万 | 1.61亿 | | 000014 | 沙河股份 | 12.22 | -1.61% | 8.18万 | 1.01亿 | | 600748 | 上实发展 | 3.40 | -1.45% | 14.01万 | 4773.74万 | | 002146 | 荣盛发展 | 1.39 | -1.42% | 101.91万 | 1.43亿 | | 000069 | 华侨城 A | 2.26 | -1.31% | 66.29万 | 1.50亿 | | 600641 | 万 ...

Core Insights - The rental and sales rights concept has seen a decline of 2.71%, ranking among the top declines in concept sectors, with major companies like China Merchants Shekou, Zhangjiang Hi-Tech, and Shijie Holdings experiencing significant drops [1][2] Group 1: Market Performance - The rental and sales rights concept experienced a net outflow of 1.642 billion yuan, with 23 stocks seeing net outflows, and 7 stocks with outflows exceeding 50 million yuan [2] - Zhangjiang Hi-Tech led the outflows with a net outflow of 555.7 million yuan, followed by Poly Development and Tianfu Culture with outflows of 262.2 million yuan and 257.8 million yuan respectively [2][3] Group 2: Stock Performance - Among the stocks in the rental and sales rights concept, *ST Nan Zhi saw an increase of 3.32%, while China Merchants Shekou and Zhangjiang Hi-Tech dropped by 5.64% and 5.27% respectively [1][3] - The top gainers in the sector included *ST Nan Zhi and Tianfu Culture, with increases of 3.32% and 1.67% respectively [1]

New Stock Listings - HanGao Group listed on July 30, 2025, with an issue price of 15.43[1] - *ST Zitian and *ST Suwu are under severe abnormal fluctuations as of July 30, 2025[1] - Tianlu Convertible Bonds listed on July 30, 2025, with a risk warning[1] Market Alerts - Multiple stocks including *ST Xinchao and *ST Yuancheng are flagged for severe abnormal fluctuations on July 30, 2025[1] - New listings include companies like Xianghe Precision and Shenshui Planning, with announcements made on July 30, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1] Trading Insights - The report highlights the importance of monitoring newly listed stocks for potential volatility and investment opportunities[1] - Investors are advised to review the latest announcements and risk warnings associated with these stocks to make informed decisions[1]

二、本次交易进展情况 截至本公告披露日，公司及相关机构正积极推进本次交易进程。公司就本次 交易事项同各相关方持续沟通协商，并积极推进审计、评估及尽职调查等相关工 作。 证券代码：002305 证券简称：*ST 南置 公告编号：2025-043 号 南国置业股份有限公司 关于筹划重大资产出售暨关联交易的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、 误导性陈述或者重大遗漏。 一、本次交易的基本情况 南国置业股份有限公司（以下简称"公司"）拟将公司持有的房地产开发业 务等相关资产及负债转让至控股股东中国电建地产集团有限公司（以下简称"电 建地产"）。 本次交易拟采用现金方式，不涉及发行股份，也不会导致公司控股股东和实 际控制人的变更。本次交易的对手方为公司控股股东电建地产，根据《深圳证券 交易所股票上市规则》及《深圳证券交易所上市公司自律监管指引第 7 号——交 易与关联交易》的相关规定，本次交易构成关联交易。经初步研究和测算，本次 交易预计构成《上市公司重大资产重组管理办法》规定的重大资产重组。 公司已于 2025 年 4 月 25 日在指定信息披露媒体披露《关于筹划重大资产出 ...

证券代码：002305 证券简称：*ST 南置 公告编号：2025-042 号 南国置业股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误导 性陈述或者重大遗漏。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响 的未公开重大信息； 3、公司正在筹划重大资产出售暨关联交易事项。公司控股股东中国电建地产集团 有限公司（以下简称"电建地产"）拟受让公司持有的房地产开发业务等相关资产和负 债。具体内容详见公司于 2025 年 4 月 25 日披露的《关于筹划重大资产出售暨关联交 易的提示性公告》及 2025 年 5 月 24 日、6 月 25 日披露的《关于筹划重大资产出售暨 关联交易的进展公告》； 4、经核查，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； 5、经核查，控股股东、实际控制人在股票交易异常波动期间未买卖公司股票； 6、公司不存在违反公平信息披露的情形。 三、是否存在应披露而未披露信息的说明 一、股票交易异常波动的情况介绍 南国置业股份有限公司(以下简称"公司")连续 3 个交易日（7 月 21 ...

Performance Forecast - The company expects a net loss for the period from January 1, 2025, to June 30, 2025, estimated between 800 million to 1.1 billion yuan [1] - The net profit attributable to shareholders is projected to decline by 18,396.17% compared to the same period last year, with an expected loss of 801.5 million to 1.1015 billion yuan [1] - Basic earnings per share are anticipated to be a loss of 0.4613 yuan to 0.6343 yuan, compared to a profit of 0.0025 yuan per share in the previous year [1] Revenue and Income - The expected operating revenue for the current period is between 800 million to 900 million yuan, compared to 1.3556356 billion yuan in the previous year [1] - The net profit after deducting non-recurring gains and losses is expected to be a loss of 529.2941 million yuan, representing a decline of 51.43% to 108.11% compared to the previous year [1] Reasons for Performance Change - The primary reason for the performance change is losses from certain joint ventures and cooperative development projects, leading to a decrease in investment income compared to the previous year [2] - Some commercial operation projects are still in a transitional phase, and the impact of rental expenses from owners has resulted in losses in commercial operations [2] - In the previous year, the company gained 537 million yuan from the sale of equity in certain subsidiaries, which is not expected to recur this year [2]

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company anticipates a significant net loss attributable to shareholders of 800 million to 1.1 billion yuan for H1 2025, a substantial reversal from the prior year's profit, with revenue also projected to decline to 800-900 million yuan 2025 Semi-Annual Performance Forecast | Item | Current Period (2025H1) | Prior Period (2024H1) | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: 800 million to 1.1 billion yuan | Profit: 4.3725 million yuan | | **Year-over-Year Change** | Decrease 18396.17% to 25257.23% | - | | **Net Profit After Non-Recurring Items** | Loss: 801.5 million to 1.1015 billion yuan | Loss: 529.2941 million yuan | | **Basic Earnings Per Share** | Loss: 0.4613 to 0.6343 yuan/share | Profit: 0.0025 yuan/share | | **Operating Revenue** | 800 million to 900 million yuan | 1.3556356 billion yuan | [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The company states this performance forecast is a preliminary financial department estimate and has not yet been audited by an accounting firm - This performance forecast is a preliminary estimate by the company's finance department and has not been audited by an accounting firm[4](index=4&type=chunk) [Explanation of Performance Change](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The significant projected loss is primarily due to decreased investment income from loss-making joint development projects, losses in commercial operations during transition and due to rental expenses, and a high comparative base from a one-time gain in the prior year - Key reasons for the significant year-over-year performance decline include: - **Decreased Investment Income**: Losses incurred by some equity-participating companies (cooperative development projects) - **Commercial Operations Losses**: Certain commercial projects are in a transitional adjustment period and affected by landlord rental expenses - **Comparative Base Impact**: A one-time non-recurring gain of **537 million yuan** from the sale of a subsidiary's equity in the prior period raised the comparative base[6](index=6&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company warns investors that this performance forecast contains preliminary, unaudited financial data, and the final results will be based on the officially disclosed 2025 semi-annual report, advising caution regarding investment risks - The company reminds investors that this performance forecast is a preliminary, unaudited estimate, and the final financial data will be subject to the officially disclosed semi-annual report, urging investors to make cautious decisions[7](index=7&type=chunk)[8](index=8&type=chunk)

New Stock Listings - The new stock "同宇新材" (code: 301630) is listed at an issue price of 84 on July 10, 2025[1] - "中程退" (code: 300208) and "退市锦港" (code: 600190) have 6 trading days remaining until their last trading day[1] - "恒立退" (code: 000622) has 3 trading days remaining until its last trading day[1] Delisting and Trading Alerts - "退市九有" (code: 600462) has 2 trading days remaining until its last trading day[1] - "工智退" (code: 000584) will have its last trading day on July 10, 2025[1] - "美迪西" (code: 688202) is listed with no specific trading alerts mentioned[1] Market Volatility - "北方长龙" (code: 301357) has been flagged for severe abnormal fluctuations[1] - "浙江东日" (code: 600113) and "诺德股份" (code: 600110) have also been noted for abnormal trading activities[1] - "长春一东" (code: 600148) is included in the list of stocks with trading alerts[1]

New Stock Listings - Yitang Co., Ltd. (688729) listed at an issue price of 8.45 on July 8, 2025[1] - Jichuan Pharmaceutical (600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (603389) has a tender offer period from June 10 to July 9, 2025[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 8 trading days remaining until the last trading day[1] - Hengli Tui (000622) has 5 trading days remaining until the last trading day[1] - Tui Shi Jiu You (600462) has 4 trading days remaining until the last trading day[1] Market Volatility - North China Long Dragon (301357) reported severe abnormal fluctuations[1] - Multiple stocks including ST Zhengping (603843) and Hunan Tianyan (600698) have reported abnormal fluctuations[3]

New Stock Issuance - Huadian New Energy (证券代码: 730930) issued shares at a price of 3.18 on July 7, 2025[1] - Jichuan Pharmaceutical (证券代码: 600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (证券代码: 603389) has a tender offer period from June 10 to July 9, 2025[1] Trading Alerts - The last trading day for TSM Jinguang (证券代码: 600190) is in 9 trading days[1] - The last trading day for TSM Jinyou (证券代码: 600462) is in 5 trading days[1] - The last trading day for TSM Gongzhi (证券代码: 000584) is in 3 trading days[1] Abnormal Fluctuations - Northern Long (证券代码: 301357) is experiencing severe abnormal fluctuations[1] - ST Dongjing (证券代码: 002199) reported abnormal fluctuations[3] - ST Yunchuang (证券代码: 835305) reported abnormal fluctuations on July 4, 2025[3]