上半年净利“腰斩” 保利发展控股股东变为保利集团

Core Viewpoint - Poly Development has announced a transfer of state-owned shares from its controlling shareholder, Poly Southern, to Poly Group, which is expected to optimize the shareholding structure and enhance decision-making efficiency [1][2] Group 1: Share Transfer Details - Poly Group will transfer 4.512 billion shares (37.69% of total shares) from its wholly-owned subsidiary, Poly Southern, to itself [1] - After the transfer, Poly Group will directly hold 4.875 billion shares (40.72% of total shares), while Poly Southern will no longer hold any shares in the company [1] Group 2: Governance and Market Implications - The transfer is seen as a typical operation for optimizing state-owned assets, enhancing direct control and decision-making efficiency by reducing intermediate levels [2] - The market impact is expected to be minimal as the transfer does not involve substantial changes in shareholding, signaling the group's commitment to its core assets and potential future resource integration [2] Group 3: Financial Performance - In the first half of the year, Poly Development reported total revenue of 116.9 billion yuan, a year-on-year decrease of 16.08% [2] - The total profit was 9.9 billion yuan, down 29.7% year-on-year, while the net profit attributable to shareholders was 2.711 billion yuan, reflecting a 63.5% decline [2] - The decline in performance is attributed to a decrease in the scale of project turnover and the impact of market fluctuations on profitability [2]