回购进展情况 截至2025年9月30日，公司已实施回购150,000股，占公司总股本的0.07% 。此次回购中，最高成交价为 13.08元/股，最低成交价为12.04元/股，成交金额1,878,800元（不含交易费用）。 公司表示，后续将依据市场情况持续推进本次回购股份计划，并按照相关法律法规和规范性文件的要 求，及时履行信息披露义务。投资者需留意投资风险。 登录新浪财经APP 搜索【信披】查看更多考评等级 新大正物业集团股份有限公司于2025年10月13日发布关于股份回购进展情况的公告，披露了公司回购股 份的最新动态。 回购计划回顾 2025年4月27日，新大正召开第三届董事会第十三次会议和第三届监事会第十一次会议，审议通过回购 股份方案。公司拟使用自有资金，以集中竞价交易方式回购部分境内发行的人民币普通股（A股）股 票，用于后续实施员工持股计划或股权激励。当时拟定的回购资金总额不低于1000万元、不超过2000万 元，回购价格不超过13.96元/股，2024年度权益分派实施后相应调整为不超过13.78元/股。 2025年9月26日，公司第三届董事会第十五次会议又审议通过了回购价格调整议案，将回购价格上限由 ...

证券代码：002968 证券简称：新大正 公告编号：2025-041 新大正物业集团股份有限公司 关于股份回购进展情况的公告 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。 新大正物业集团股份有限公司（以下简称"公司"）于 2025 年 4 月 27 日召开 第三届董事会第十三次会议和第三届监事会第十一次会议，审议通过了《关于公 司回购股份方案的议案》，同意公司使用自有资金以集中竞价交易方式回购部分公 司已在境内发行的人民币普通股（A 股）股票，用于后续实施员工持股计划或股 权激励。拟用于回购资金总额不低于人民币 1,000 万元、不超过人民币 2,000 万元， 回购价格不超过人民币 13.96 元/股，2024 年度权益分派实施后相应调整为不超过 13.78 元/股。 2025 年 9 月 26 日，公司召开第三届董事会第十五次会议，审议通过了《关于 股份回购价格调整的议案》，将回购价格上限由 13.78 元/股调整为 16.79 元/股。具 体回购股份数量以回购期限届满时实际回购股份数量为准。具体内容详见公司在 《证券时报》《上海证券报》和巨潮资讯网（w ...

Core Insights - The real estate service sector increased by 1.18% on October 10, with Huangting International leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Huangting International (000056) closed at 2.49, up 5.51% with a trading volume of 1.72 million shares and a transaction value of 406 million yuan [1] - Ningbo Fuda (600724) closed at 5.16, up 4.24% with a trading volume of 255,900 shares and a transaction value of 131 million yuan [1] - New Dazheng (002968) closed at 12.23, up 3.21% with a trading volume of 174,300 shares and a transaction value of 209 million yuan [1] - Other notable performers include Zhongtian Service (002188) up 2.67% and Zhaoshang Jiyu (001914) up 1.30% [1] Capital Flow - The real estate service sector experienced a net outflow of 11.44 million yuan from institutional investors and 48.58 million yuan from speculative funds, while retail investors saw a net inflow of 60.03 million yuan [2] - The capital flow for individual stocks shows Huangting International with a net outflow of 38.57 million yuan from institutional investors [3] - Zhaoshang Jiyu had a significant retail net inflow of 36.38 million yuan, indicating strong retail interest despite overall outflows [3]

Core Viewpoint - New Dazheng has shown a significant increase in stock price and trading activity, indicating potential investor interest and market performance [1][2]. Company Overview - New Dazheng Property Group Co., Ltd. is located in Chongqing and was established on December 10, 1998, with its listing date on December 3, 2019. The company specializes in smart city public building and facility management, providing comprehensive property management services, professional management services, and value-added services [1]. - The main revenue composition includes: basic services 87.79%, urban services 8.22%, innovative services 3.86%, and others 0.13% [1]. Stock Performance - As of October 9, New Dazheng's stock price increased by 2.23%, reaching 11.93 CNY per share, with a total market capitalization of 2.699 billion CNY [1]. - Year-to-date, the stock price has risen by 33.64%, with a 10.36% increase over the last five trading days, 6.14% over the last 20 days, and 16.96% over the last 60 days [1]. Trading Activity - The net outflow of main funds was 3.1726 million CNY, with large orders buying 7.4571 million CNY (10.17% of total) and selling 10.6296 million CNY (14.50% of total) [1]. - New Dazheng has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on September 29, where the net buying amounted to 11.2617 million CNY [1]. Financial Performance - For the first half of 2025, New Dazheng reported revenue of 1.503 billion CNY, a year-on-year decrease of 12.88%, and a net profit attributable to shareholders of 71.1768 million CNY, down 12.96% year-on-year [2]. - Since its A-share listing, New Dazheng has distributed a total of 381 million CNY in dividends, with 197 million CNY distributed in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 29.57% to 14,200, with an average of 14,998 shares per shareholder, a decrease of 22.87% [2]. - Among the top ten circulating shareholders, Dongfanghong Yuanjian Value Mixed A (010714) is the sixth largest, increasing its holdings by 26.41% to 2.7336 million shares, while the Southern CSI Real Estate ETF has exited the top ten [3].

Group 1 - New Dazheng experienced a decline of 7.87% with a turnover rate of 18.37% and a trading volume of 503 million yuan, showing a volatility of 19.72% throughout the day [2] - Institutional investors net sold 4.197 million yuan, while brokerage seats collectively net bought 15.459 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to its daily volatility reaching 19.72%, with institutional proprietary seats net selling 4.197 million yuan [2] Group 2 - The top five brokerage seats accounted for a total transaction volume of 153 million yuan, with a buying amount of 82.3416 million yuan and a selling amount of 71.08 million yuan, resulting in a net buying of 11.2617 million yuan [2] - Among the brokerage seats, two institutional proprietary seats were involved, with a total buying amount of 14.7373 million yuan and a selling amount of 18.9342 million yuan, leading to a net sell of 4.197 million yuan [2] - The main capital outflow for the stock today was 73.6982 million yuan, with a significant outflow of 73.7817 million yuan from large orders, while small orders saw a net inflow of 0.0835 million yuan [2]

Core Viewpoint - New Dazheng plans to acquire 75.1521% equity of Jiaxin Liheng, backed by CITIC Capital, through a combination of share issuance and cash payment [1][5]. Group 1: Acquisition Details - New Dazheng intends to acquire 53.0308% equity from Xincheng Facility Management and 12.1213% from Beijing Xinrunheng, along with 10% from six other parties [3][4]. - The share issuance price is set at 8.44 yuan per share, representing a 35.47% discount from the last closing price of 13.08 yuan [3][4]. Group 2: Financial Performance - Jiaxin Liheng's projected net profits are 1.26 billion yuan for 2024, with revenues of 30.35 billion yuan [3][4]. - The company's revenues for 2023, 2024, and the first eight months of 2025 are reported as 29.04 billion yuan, 30.35 billion yuan, and 20.75 billion yuan, respectively [4]. Group 3: Strategic Implications - The acquisition is expected to enhance New Dazheng's business presence in key regions such as the Yangtze River Delta, Bohai Rim, Greater Bay Area, and Chengdu-Chongqing Economic Circle [7]. - The transaction is anticipated to transform New Dazheng's business scope from property management to comprehensive facility management, facilitating a strategic upgrade [7].

Group 1 - The core point of the article is that New Dazheng plans to acquire 75.15% equity of Jiaxin Liheng through a combination of issuing shares and cash payment, with the transaction price yet to be determined [1] - The company aims to expand its business coverage significantly in key regions such as the Yangtze River Delta, Bohai Bay, Guangdong-Hong Kong-Macao Greater Bay Area, and Chengdu-Chongqing Economic Circle [1] - This transaction is expected to constitute a major asset restructuring for the company, with its securities set to resume trading on September 29, 2025 [1]

Core Viewpoint - New Dazheng (002968.SZ) announced the resumption of trading on September 29, 2025, after applying to the Shenzhen Stock Exchange [1] Group 1: Trading Resumption - New Dazheng resumed trading at a price of 12.05 yuan, experiencing a decline of 7.87% [2] - Prior to the suspension, the stock had reached the daily limit for two consecutive trading days on September 11 and 12 [2] Group 2: Asset Acquisition and Fundraising - The company plans to acquire a total of 65.1521% equity in Jiaxin Liheng from TS Capital Facility Management Holding Company Limited and Beijing Xinrunheng Equity Investment Partnership [2] - Additionally, the company aims to acquire 10% equity from six other partners, with a total of no more than 35 specific investors to raise supporting funds [2] - The payment for the acquisition will be split equally between issuing shares and cash [3] Group 3: Transaction Details - The transaction does not involve a change in control of the company, and the main business operations are expected to remain unchanged [4] - TS Capital Facility Management Holding Company Limited is anticipated to become a shareholder holding more than 5% of the company's shares post-transaction [4] - The total amount of supporting funds raised will not exceed 100% of the asset purchase price, with the number of shares issued capped at 30% of the total share capital before the issuance [4] Group 4: Ongoing Processes - As of the announcement date, the audit and evaluation work related to the transaction has not been completed, and the board has decided not to hold a shareholders' meeting until these tasks are finalized [5] - The restructuring requires necessary internal decision-making processes and approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission [6]

Group 1 - New Dazheng plans to acquire 75.15% stake in Jiaxin Liheng through a combination of share issuance and cash payment, involving significant asset restructuring and related transactions, without changing the actual controller or constituting a restructuring listing [1] - The acquisition aims to expand New Dazheng's business presence in key regions such as the Yangtze River Delta, Bohai Rim, Greater Bay Area, and Chengdu-Chongqing Economic Circle [1] - Market reaction to the acquisition has been negative, with New Dazheng's stock price dropping 5.58% to 12.35 yuan after resuming trading [1] Group 2 - New Dazheng has been active in the M&A market, acquiring 100% stakes in various companies, but not all acquisitions have been successful, such as the failed attempt to acquire 80% of Yunnan Cangheng Investment for 788 million yuan [2] - The company has faced ongoing challenges with "increasing revenue but not increasing profit," as traditional property management markets have become increasingly competitive, leading to squeezed profit margins [2] - Despite revenue growth in 2023 and 2024, New Dazheng's net profit has declined significantly, with a net profit margin dropping to a historical low of 3.76% in 2024 [3] Group 3 - The acquisition of Jiaxin Liheng is seen as a potential opportunity for New Dazheng to enter the high-value Integrated Facility Management (IFM) sector, which is projected to reach a market size of 707.22 billion yuan by 2024 [4][5] - Jiaxin Liheng is a leading independent IFM service provider in China, with a strong client base including multinational corporations and a presence across 32 provinces [5] - However, the profitability of IFM services is highly dependent on project management capabilities and client structure, raising questions about whether this acquisition will genuinely enhance New Dazheng's profitability [6] Group 4 - New Dazheng's cash flow situation is concerning, with negative operating cash flow for three consecutive years and accounts receivable accounting for 60.2% of revenue, indicating increasing capital occupation issues [3] - The company has attempted to restructure and improve efficiency through various initiatives, but the challenges of shrinking business scale and profit pressure persist [3] - The market remains cautious about the acquisition, with concerns about the potential high transaction price exacerbating New Dazheng's already strained cash flow situation [6]

Group 1 - Zhiguang Electric plans to acquire minority stakes in its subsidiary Zhiguang Energy Storage through a combination of share issuance and cash payment, leading to a temporary suspension of its stock trading for up to 10 trading days [1] - Guangbo Co. has been awarded a procurement project by the State Grid Corporation of China, confirming its status as one of the successful bidders for office and industrial supplies [2] - Dongguan Holdings announced the resignation of its chairman Wang Chong'en due to work changes, with Lin Yongsen appointed as the interim chairman [2] Group 2 - *ST Tianmao's stock will be delisted on September 30, 2025, following the Shenzhen Stock Exchange's decision to terminate its listing [3] - Salt Lake Co. has entered the trial production phase for its 40,000 tons/year integrated lithium salt project, successfully producing qualified battery-grade lithium carbonate [5] - Xindazheng plans to adjust its share repurchase price limit from 13.78 yuan to 16.79 yuan per share, maintaining a total repurchase fund of 10 million to 20 million yuan [7] Group 3 - Xindazheng intends to acquire 75.15% of Jiaxin Liheng's equity through share issuance and cash payment, with the transaction price yet to be determined [9] - Koli'er's actual controller plans to reduce his stake by up to 2% of the company's total shares due to funding needs [11] - United Precision's two actual controllers plan to collectively reduce their stake by up to 3% of the company's total shares for personal financial reasons [13] Group 4 - Yipinhong's subsidiary has received a drug registration certificate for L-carnitine oral solution, which is classified as a chemical drug [15] - Tiancheng Self-Control plans to establish a wholly-owned subsidiary in Japan and invest in a warehouse and production base with a budget of up to 10 million yuan [17] - Ningbo Huaxiang's joint venture has obtained a patent license from Jilin University for PEEK technology, which will enhance its R&D capabilities [21] Group 5 - Bright Dairy's subsidiary Synlait Milk Limited plans to sell its North Island assets to Abbott for $170 million, aiming to focus on core business development [23] - Nanjing Pharmaceutical has signed a strategic investment agreement with Guangzhou Baiyunshan Pharmaceutical Group, with the latter acquiring 11.04% of Nanjing Pharmaceutical's shares [24] - Guoxing Optoelectronics' application for a private placement of A-shares has been accepted by the Shenzhen Stock Exchange [25] Group 6 - Hailianxun has received approval from the China Securities Regulatory Commission for its plan to merge with Hangqilun B through a share exchange [27] - CITIC Bank's risk director Hu Gang has resigned, with Jin Xinian appointed as the new risk director pending regulatory approval [29]