证券代码：002431 证券简称：棕榈股份 公告编号：2025-052 棕榈生态城镇发展股份有限公司 关于股份回购的进展公告 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。 截至 2025 年 6 月 30 日，公司尚未开始实施本次股份回购。 三、其他说明 公司后续将根据市场及公司情况统筹安排本次回购事宜，并根据有关规定及 1 一、股份回购基本情况 棕榈生态城镇发展股份有限公司（以下简称"公司"）于 2024 年 8 月 5 日召 开 2024 年第二次临时股东大会，审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，同意公司以自有资金通过集中竞价交易方式回购公司股份， 回购资金总额不低于人民币 5,000 万元（含）且不超过人民币 10,000 万元（含）， 回购价格不超过 2.37 元/股，回购股份实施期限为自公司股东大会审议通过本次 回购股份方案之日起 12 个月内，本次回购的股份用于依法注销以减少公司注册 资本，及未来适宜时机用于实施股权激励。并同意授权公司经营管理层具体实施 本次回购股份方案。 具 体 内容详见公司 在《中国证券报》《证券时 ...

Summary of Key Points Core Viewpoint - The major shareholder of Palm Eco-Town Development Co., Ltd., Zhu Qianji, has completed the planned reduction of shares, selling a total of 18,128,113 shares, which accounts for 1% of the company's total share capital [1][2]. Group 1: Shareholder Reduction Details - Zhu Qianji's reduction plan was announced on February 25, 2025, allowing for a maximum reduction of 18,128,163 shares over a three-month period starting from 15 trading days after the announcement [1]. - The actual reduction occurred between March 19, 2025, and June 12, 2025, with an average selling price of 2.22 yuan per share [2]. - The price range for the shares sold was between 1.87 yuan and 2.64 yuan per share [2]. Group 2: Compliance and Impact - The reduction was conducted in accordance with relevant laws and regulations, including the Securities Law of the People's Republic of China and the Shenzhen Stock Exchange's guidelines [3]. - The reduction of shares will not significantly impact the company's governance structure or daily operations, nor will it lead to a change in control of the company [3].

持股 5%以上股东朱前记保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 棕榈生态城镇发展股份有限公司（以下简称"公司"）于 2025 年 2 月 25 日 披露《关于持股 5%以上股东减持股份预披露公告》（公告编号：2025-018），公 司股东朱前记先生计划自减持计划公告之日起 15 个交易日后的三个月内以集中 竞价交易方式或大宗交易方式减持本公司股份不超过 18,128,163 股,占公司总 股本比例 1%。 2025 年 4 月 26 日，公司披露了《关于持股 5%以上股东减持至 5%以下暨权 益变动的提示性公告》（公告编号：2025-042）及《简式权益变动报告书》。 公司于 2025 年 6 月 13 日收到朱前记先生出具的《关于股份减持计划实施完 毕的告知函》，朱前记先生于 2025 年 3 月 19 日至 2025 年 6 月 12 日期间，通过 集中竞价方式累计减持公司股份 18,128,113 股，减持计划已实施完毕。根据《上 市公司股东减持股份管理暂行办法》《深圳证券交易所上市公司自律监 ...

Core Insights - Palm Holdings has faced significant challenges since its IPO on June 10, 2010, with a current market value of 5.167 billion yuan, down from 8.057 billion yuan at the time of listing, reflecting a tumultuous growth journey in the landscaping industry [1][6] - The company's main business includes landscape design and engineering construction, with engineering construction accounting for 95.42% of revenue, while design services contribute only 2.37% [3] - Over the 15 years since its IPO, Palm Holdings has recorded a cumulative profit decline of 1.037 billion yuan, with net profit turning from 168 million yuan in 2010 to a loss of 1.579 billion yuan in 2024, indicating a deteriorating operational performance [3][4] Revenue Analysis - In 2020, Palm Holdings achieved revenue of 4.821 billion yuan, which has decreased to 3.065 billion yuan in 2024, showing a clear downward trend in revenue scale [3] Profitability Analysis - The company's net profit shifted from a slight profit of 44 million yuan in 2020 to a substantial loss of 1.579 billion yuan in 2024, indicating a drastic decline in profitability [4] Market Value Trends - The peak market value of Palm Holdings reached 26.459 billion yuan on June 12, 2015, with the stock price at 48.2 yuan, but as of June 9, the stock price has plummeted to 2.85 yuan, resulting in a market value loss of 21.293 billion yuan, or 80.47% [6]

Group 1 - The stock prices of football-related companies experienced a significant decline at the beginning of trading, with Kangliyuan (301287) dropping over 10% [1] - Jinling Sports (300651) saw a decrease of more than 7% in its stock price [1] - Other companies such as Palm Holdings (002431), Shuangxiang Co. (002395), and Zhongti Industry (600158) also faced declines in their stock prices [1]

Group 1 - The A-share football concept stocks experienced a decline at the beginning of trading [1] - Kangliyuan hit the daily limit down [1] - Jinling Sports fell over 8% [1] - Xinghui Entertainment dropped over 5% [1] - Other companies such as Palm Holdings, Yingpais, and Tanuo also saw declines [1]

具 体 内容详见公司 在《中国证券报》《证券时报》及巨潮资讯网 （www.cninfo.com.cn）上披露的《关于以集中竞价交易方式回购公司股份方案 的公告》（公告编号：2024-067）、《关于以集中竞价交易方式回购公司股份的回 购报告书》（公告编号：2024-073）等相关公告。 二、股份回购进展情况 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份（2023 年修订）》等相关规定，公司应当在每个月的前三个交 易日内披露截至上月末的回购进展情况。现将公司截至 2025 年 5 月 31 日的回购 进展情况公告如下： 证券代码：002431 证券简称：棕榈股份 公告编号：2025-050 棕榈生态城镇发展股份有限公司 关于股份回购的进展公告 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、股份回购基本情况 棕榈生态城镇发展股份有限公司（以下简称"公司"）于 2024 年 8 月 5 日召 开 2024 年第二次临时股东大会，审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，同意公司以自有资金通过集中竞价 ...

Market Overview - The Shanghai Composite Index fell by 0.47% on May 30, with five industries experiencing gains, led by agriculture, forestry, animal husbandry, and fishery, which rose by 1.20%, and the banking sector, which increased by 0.64% [1] - The construction decoration industry saw a slight increase of 0.06% [1] - The automotive and comprehensive sectors faced the largest declines, with decreases of 1.91% and 1.87%, respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 44.445 billion yuan, with only four industries experiencing net inflows [1] - The banking sector had the highest net inflow, amounting to 0.787 billion yuan, contributing to its 0.64% increase [1] - The construction decoration industry followed with a net inflow of 0.550 billion yuan [1] Construction Decoration Industry Performance - The construction decoration industry had 157 stocks, with 47 stocks rising and 8 hitting the daily limit [2] - A total of 66 stocks in this industry experienced net capital inflows, with five stocks exceeding 0.1 billion yuan in net inflow, led by Palm Holdings with 0.192 billion yuan [2] - The top three stocks with the highest net outflows included High-tech Development, China Nuclear Engineering, and Zhengzhong Design, with outflows of 38.6515 million yuan, 37.028 million yuan, and 36.9793 million yuan, respectively [2][4] Top Gainers in Construction Decoration Industry - The top gainers in the construction decoration sector included: - Palm Holdings: +10.00%, turnover rate 6.80%, net inflow 191.95 million yuan - Dongzhu Ecology: +9.94%, turnover rate 14.22%, net inflow 170.19 million yuan - ST Lingnan: +4.83%, turnover rate 21.44%, net inflow 121.52 million yuan [2] Top Losers in Construction Decoration Industry - The top losers in the construction decoration sector included: - High-tech Development: -2.15%, turnover rate 2.51%, net outflow 38.6515 million yuan - China Nuclear Engineering: -2.37%, turnover rate 1.17%, net outflow 37.028 million yuan - Zhengzhong Design: -5.34%, turnover rate 13.06%, net outflow 36.9793 million yuan [4]

Market Overview - The A-share market experienced an overall increase on May 29, with the Shanghai Composite Index closing at 3363.45 points, up 0.7%, the Shenzhen Component Index at 10127.2 points, up 1.24%, and the ChiNext Index at 2012.55 points, up 1.37%. The North Star 50 Index rose by 2.73%. Total trading volume reached 12136.01 billion yuan, an increase of 1795.28 billion yuan compared to the previous trading day [1]. Capital Flow - The net inflow of main funds in the A-share market was 74.33 billion yuan, with an opening net outflow of 19.58 billion yuan and a closing net inflow of 23.89 billion yuan [2]. - The net inflow for the CSI 300 was 12.91 billion yuan, while the ChiNext saw a net inflow of 42.65 billion yuan, and the STAR Market experienced a net outflow of 17.3 billion yuan [4]. Sector Performance - Among the 23 sectors, the computer industry led with a net inflow of 191.73 billion yuan, followed by the electronics sector with 124.39 billion yuan, and the pharmaceutical and biological sector with 112.04 billion yuan. The non-bank financial sector saw a net inflow of 47.51 billion yuan, while the communication sector had 34.87 billion yuan [6][7]. - The sectors with the largest net outflows included food and beverage with -21.56 billion yuan, basic chemicals with -12.02 billion yuan, and banking with -8.89 billion yuan [7]. Individual Stock Activity - The stock with the highest net inflow was Shanzhi Gaoke, with 7.11 billion yuan [8]. - Institutional investors showed significant interest in several stocks, with Wangzi New Materials receiving a net buy of 41.11 million yuan, and Sifang Precision receiving 36.17 million yuan [11][12]. Institutional Focus - Recent institutional ratings highlighted several stocks, including Huichuan Technology with a target price of 73.00 yuan, indicating an upside potential of 8.83%, and Longying Precision with a target price of 24.70 yuan, suggesting a 19.73% upside [14].

Group 1 - Sun Cable's shareholder plans to reduce its stake by up to 3% of the company's shares, amounting to 21.67 million shares, due to operational needs [1] - China Chemical's controlling shareholder has secured a loan commitment of up to 540 million yuan to support its share buyback plan, which aims to purchase between 300 million and 600 million yuan worth of shares within 12 months [1] Group 2 - Palm Holdings has initiated legal proceedings over a loan dispute involving over 149 million yuan, which represents 8.99% of the company's latest audited net assets [2] - Zhongtai Securities' application for a specific stock issuance has been accepted by the Shanghai Stock Exchange, pending further regulatory approval [4] Group 3 - Tongda Electric's stock has seen a significant increase of 30.01% over three consecutive trading days, raising concerns about potential market overheating and irrational speculation [5] - Huaneng International plans to apply for public REITs based on its Qingdao project, involving a transfer of project company shares and strategic participation from related parties [7] Group 4 - Longjian Shares' application for issuing convertible bonds has been approved by the Shanghai Stock Exchange, pending further registration approval from the China Securities Regulatory Commission [7] - Hehe Information is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global capital operations [8] Group 5 - ST Huaxi has signed a significant overseas contract worth approximately 2.9 billion yuan for the reconstruction of a power plant in Iraq, although the contract's effectiveness is subject to certain conditions [9] - Zhongqi Shares has project approval for a chemical product but has not yet commenced production, indicating limited impact from recent industry incidents [11] Group 6 - Sino Medical's subsidiary has received a medical device registration certificate for a new stent product, marking a significant advancement in its product offerings [14] - *ST Longjin's stock is entering a delisting preparation period, with trading expected to last for 15 days [15] Group 7 - Chao Da Equipment has undergone a change in controlling shareholder, with a significant portion of shares transferred to Nanjing Youxu [15] - *ST Wan Fang plans to transfer a 68.88% stake in a subsidiary for 7.6 million yuan, ceasing its financial consolidation with the subsidiary [16] Group 8 - Zhejiang Construction's subsidiary has won a framework contract for a residential redevelopment project valued at approximately 1.2 billion yuan, expected to positively impact the company's performance [17] - China Gold's controlling shareholder plans to increase its stake in the company by investing between 168 million and 335 million yuan [18] Group 9 - Tianhong Shares' major shareholder intends to reduce its stake by up to 3%, amounting to 35.07 million shares, due to personal funding needs [18] - Lingdian Electric Control is planning to acquire a 98.43% stake in a company for 478 million yuan to consolidate resources in the automotive electronics sector [19] Group 10 - Tianyuan Pet is planning to acquire an 89.71% stake in a technology company, with funding to be raised through a share issuance [19] - Beijing Culture's major shareholder plans to reduce its stake by up to 3%, amounting to 21.48 million shares, due to operational funding needs [20]