南方中证房地产ETF发起联接A（004642）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年287天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 192.55%， 任职期间最差基金回报-47.6%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 1月30日，德必集团跌5.17%，截至发稿，报19.09元/股，成交5082.89万元，换手率1.73%，总市值28.85 亿元。 资料显示，上海德必文化创意产业发展(集团)股份有限公司位于上海市长宁区安化路492号A座812室， 成立日期2011年4月13日，上市日期2021年2月10日，公司主营业务涉及文化创意产业园区的定位、设 计、改造、招商和运营管理。主营业务收入构成为：租赁服务76.36%，会员及其他服务23.64%。 从德必集团十大流通股东角度 数据显示，南方基金旗下1只基金位居德必集团十大流通股东。南方中证房地产ETF发起联接A （004642）三季度 ...

Market Overview - The general retail sector experienced a decline of 2.41% on January 26, with Debi Group leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Shanghai Jiubai (600838) saw a closing price of 14.38, with an increase of 4.05% and a trading volume of 652,900 shares [1] - New China Department Store (600785) closed at 23.45, up 2.13%, with a trading volume of 307,700 shares [1] - Debi Group (300947) closed at 19.31, down 9.85%, with a trading volume of 118,000 shares and a transaction value of 230 million [2] Capital Flow - The general retail sector experienced a net outflow of 1.526 billion yuan from institutional investors, while retail investors saw a net inflow of 1.262 billion yuan [2] - The capital flow for Shanghai Jiubai showed a net inflow of 30.44 million yuan from institutional investors, while retail investors had a net outflow of 7.39 million yuan [3] - New China Department Store had a net inflow of 28.81 million yuan from institutional investors, with a net outflow of 2.66 million yuan from retail investors [3]

Group 1 - The company, Debi Group, forecasts a net profit attributable to shareholders for the year 2025 to be between -60 million and -45 million yuan, compared to a profit of 34.15 million yuan in the same period last year [2] - The revenue data for the company has not been disclosed in the announcement [2]

德必集团（300947）(300947.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损4500 万元至6000万元，扣除非经常性损益后的净亏损5000万元至6500万元。 ...

Core Viewpoint - The company, 德必集团, expects a significant net loss for 2025, with projected losses ranging from 60 million to 45 million yuan for net profit attributable to shareholders, and a net profit loss of 65 million to 50 million yuan after excluding non-recurring gains and losses [1] Group 1: Market Conditions - The commercial office market is experiencing a dual decline in both occupancy rates and rental prices, which has intensified [1] - Despite efforts to enhance occupancy rates through rent reductions, improved operational capabilities, and value-added services, the company still faces a decrease in rental income and profits due to reduced client leasing demand and rental price adjustments [1] Group 2: Financial Adjustments - In accordance with the "Enterprise Accounting Standards" and related regulations, the company has made provisions for asset impairments based on the principle of prudence, estimating impairments for accounts receivable, other receivables, and long-term deferred expenses to be approximately 33 million to 37 million yuan [1] - The increase in impairment losses compared to the same period last year has contributed to the decline in net profit [1] Group 3: Strategic Initiatives - The company has implemented several measures to optimize its operational strategy, including disposing of low-yield projects and developing a light-asset operating model to control related risks [1] - Moving forward, the company aims to improve operations, strengthen cost and expense management, enhance core competitiveness, and promote sustainable development [1]

智通财经APP讯，德必集团(300947.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 4500万元至6000万元，扣除非经常性损益后的净亏损5000万元至6500万元。 ...

证券代码：300947 证券简称：德必集团 公告编号：2026-002 上海德必文化创意产业发展（集团）股份有限公司 2025 年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 1、商业办公市场出租率及租金单价双降趋势进一步加剧，尽管公司通过降低租金、 提升运营能力及增值服务水平等方式来提升园区出租率，但由于客户租赁面积需求收缩、 租金下调等因素，依然导致公司报告期内租金收入及利润下滑。 2、根据《企业会计准则》等相关规定的要求，基于谨慎性原则，公司对部分资产计 提了减值准备。经初步测算，对应收账款、其他应收款、长期待摊费用等计提减值共约 3,300 万元至 3,700 万元。报告期内，公司减值损失较上年同期有所增加，导致公司净利 润下降。 报告期内，公司已通过处置低收益项目、发展轻资产经营模式等多项举措优化经营策 略，控制相关风险。未来，公司将全力以赴改善经营，加强成本费用管 ...

Core Viewpoint - The retail sector experienced significant gains on January 20, with multiple companies reaching their daily price limits and others showing substantial increases in stock prices, indicating a positive market sentiment in the retail industry [1]. Group 1: Stock Performance - Shanghai Jiubai (600838) saw a price increase of 10.01%, with a total transaction amount of 7.55 million and a market capitalization of 5.64 billion [2]. - Xinhua Department Store (600785) increased by 6.38%, with a total transaction amount of 8.77 million and a market capitalization of 4.968 billion [2]. - Hezi Group (000417) rose by 6.33%, with a total transaction amount of 6.14 million and a market capitalization of 6.941 billion [2]. - Huitong Energy (600605) increased by 6.18%, with a total transaction amount of 1.89 million and a market capitalization of 6.275 billion [2]. - Wanchen Group (300972) saw a rise of 5.31%, with a total transaction amount of 4.24 million and a market capitalization of 39.77 billion [2]. - China Duty Free Group (601888) increased by 3.83%, with a total transaction amount of 61.38 million and a market capitalization of 200.6 billion [2]. Group 2: Policy Insights - The National Development and Reform Commission (NDRC) emphasized the importance of strengthening domestic circulation and expanding domestic demand in response to the evolving demand structure in China [1]. - The NDRC plans to develop a strategic implementation plan for expanding domestic demand from 2026 to 2030, focusing on creating new demand through innovative supply and ensuring strong support for innovation initiatives [1].

Group 1 - The core point of the article is that Debi Group announced a rental agreement involving its subsidiaries, ensuring the fulfillment of lease obligations through guarantees [2] - Debi Group's subsidiary, Shanghai Debi Classic Creative Development Co., Ltd., and another subsidiary, Shanghai Dehui Yonglin Cultural Technology Development Co., Ltd., signed a rental contract with Wang Baohe Grand Hotel [2] - The rental agreement involves office space on multiple floors (1, 2, 3, 6, 7, and 9) of the hotel located at 422 Hankou Road, Huangpu District, Shanghai [2] Group 2 - Dehui Yonglin, as a wholly-owned subsidiary, provides guarantees for the lease obligations of Debi Classic, which is within the scope of the company's consolidated financial statements [2] - The company assesses the risk as controllable and believes the guarantee aligns with its interests, not adversely affecting normal operations and business development [2] - The guarantee does not require approval from the company's board of directors or shareholders' meeting [2]

证券代码：300947 证券简称：德必集团 公告编号：2026-001 上海德必文化创意产业发展（集团）股份有限公司 关于公司全资孙公司为孙公司提供担保的公告 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、担保情况概述 上海德必文化创意产业发展（集团）股份有限公司（以下简称"公司"或"上 市公司"）的孙公司上海德必经典创意发展有限公司（以下简称"德必经典"）、 孙公司上海德汇永邻文化科技发展有限公司（以下简称"德汇永邻"）与上海王 宝和大酒店有限公司（以下简称"王宝和大酒店"）签订《房屋土地出租合同》， 王宝和大酒店将位于上海市黄浦区汉口路 422 号楼层为：1、2、3、6、7、9 层 办公用房出租给德必经典，德汇永邻为德必经典在《房屋土地出租合同》项下全 部债务的履行承担保证责任。 本次公司全资孙公司德汇永邻为孙公司德必经典提供担保系为确保其租赁 合同义务的履行，担保对象为公司合并报表范围内的孙公司，风险可控，符合公 司利益，不会对公司的正常运作和业务发展产生不利影响。 公司名称：上海德必经典创意发展有限公司 统一社会信用代码：913101013243 ...