2025 年 12 月公司实现签约面积 16.5 万平方米，同比下降 60.81%；实现签 约金额 24.0 亿元，同比下降 54.46%。 2025 年 1-12 月公司累计实现签约面积 226.8 万平方米，同比下降 51.90%； 累计实现签约金额 300.2 亿元，同比下降 56.18%。 特此公告。 金地（集团）股份有限公司董事会 股票代码：600383 股票简称：金地集团 公告编号：2026-002 金地（集团）股份有限公司 科 学 筑 家 关于公司2025年12月份销售情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 2026 年 1 月 8 日 ...

证券代码：600383 证券简称：金地集团 公告编号：2026-004 金地（集团）股份有限公司 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、 召开会议的基本情况 (一) 股东会类型和届次 2026年第一次临时股东会 (二) 股东会召集人：董事会 (三) 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合 的方式 (四) 现场会议召开的日期、时间和地点 召开的日期时间：2026 年 1 月 23 日 9 点 30 分 召开地点：深圳市福田区福田街道岗厦社区深南大道 2007 号金地中心 32 层 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 1 月 23 日 股东会召开日期：2026年1月23日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 至2026 年 1 月 23 日 二、 会议审议事项 本次股东会审议议案及投票股东类型 | 序号 | 议案名称 ...

董事季彤先生因其工作变动的原因，申请辞去公司第十届董事会董事、副董 事长、董事会战略委员会委员、审计委员会委员及薪酬与考核委员会委员职务。 股票代码：600383 股票简称：金地集团 公告编号：2026-003 金地（集团）股份有限公司 科 学 筑 家 第十届董事会第十四次会议决议公告 金地（集团）股份有限公司（以下称"公司"）于 2026 年 1 月 4 日发出召开 第十届董事会第十四次会议的通知，会议于 2026 年 1 月 7 日以通讯方式召开。 会议由公司董事长徐家俊召集和主持，应参会董事十人，实际参加表决董事十人。 会议的召集、召开符合《中华人民共和国公司法》和《公司章程》的有关规定。 会议审议并通过了如下议案： 一、 董事会以十票同意、零票反对、零票弃权，通过了《关于补选公司 第十届董事会董事的议案》； 附：杨宇球先生简历 杨宇球，男，1978 年 8 月生，中南财经政法大学经济学学士。曾在深圳市 福田区组织部、深圳市福田区人民检察院、中共深圳市福田区委组织部工作，2017 年 5 月至 2022 年 8 月任深圳市福田投资控股有限公司董事、副总经理，2022 年 8 月至 2024 年 7 月任 ...

格隆汇1月7日丨金地集团(600383.SH)公布，2025年12月公司实现签约面积16.5万平方米，同比下降 60.81%；实现签约金额24.0亿元，同比下降54.46%。2025年1-12月公司累计实现签约面积226.8万平方 米，同比下降51.90%；累计实现签约金额300.2亿元，同比下降56.18%。 ...

Core Viewpoint - A commercial dispute has escalated between KKV, a trendy retail brand, and the Zhuoyue Center in Shenzhen's Futian district, leading to KKV's second forced closure and a conflict between the two parties [1][2]. Group 1: Background of the Dispute - KKV opened its store in Zhuoyue Center in 2021 under a lease agreement that was set to last until 2027, but after four years, the relationship deteriorated [1][2]. - The first forced closure occurred on December 14, 2025, when Zhuoyue Center unilaterally requested an early termination of the lease, citing "business adjustment" and implemented measures such as cutting off water and electricity [2][3]. Group 2: Reasons for Dispute - The core issue revolves around performance-based rent, where KKV has reportedly failed to meet agreed sales targets, leading to a breach of contract according to Zhuoyue Center [6][9]. - Zhuoyue Center claims to have engaged in three months of discussions with KKV, proposing various solutions such as reducing rental space, which KKV rejected [6][9]. Group 3: Responses from Both Parties - KKV plans to resolve the dispute through legal means, arguing that Zhuoyue Center's claims regarding foot traffic and occupancy rates are unfounded and that they have consistently paid rent [6][9]. - KKV asserts that their sales data is strong compared to competitors in the same area and that the store's performance is improving, countering Zhuoyue Center's claims of poor performance [9][10]. Group 4: Legal and Market Implications - Legal experts suggest that the "low rent + performance-based rent" model is suitable for emerging brands but carries risks related to sales performance and contract clarity [10]. - KKV operates over 700 stores globally and maintains that this dispute will not affect its overall operational strategy or expansion plans [9][10].

Core Viewpoint - The commercial dispute between KKV and Zhuoyue Center has escalated, leading to KKV's second forced closure and a conflict between the two parties [1][3]. Group 1: Background of the Dispute - KKV, a trendy retail brand, was once a core tenant in Zhuoyue Center but has faced two forced closures since December 2025 due to alleged performance issues [1][5]. - The partnership began in 2021 with a lease agreement set to last until 2027, but tensions have risen over unmet performance expectations [3][5]. Group 2: Details of the Dispute - Zhuoyue Center claims KKV has consistently failed to meet agreed performance standards, leading to a breach of contract regarding performance-based rent [9][11]. - KKV argues that Zhuoyue Center has not fulfilled its commitments regarding foot traffic and occupancy rates, which have negatively impacted KKV's performance [11][12]. Group 3: Legal and Operational Implications - KKV plans to pursue legal action to resolve the dispute, asserting that the forced closure is unjustified and that their overall business performance is improving [9][12]. - Zhuoyue Center emphasizes that the closure is part of standard management practices in commercial real estate to maintain operational efficiency and tenant equity [10][12]. Group 4: Company Performance and Market Position - KKV operates over 700 stores globally, with the brand contributing significantly to KK Group's revenue, which reached approximately 4.77 billion yuan in the first ten months of 2023 [12][17]. - The brand is positioned as a popular sub-main store in shopping centers, offering a variety of products including food, beauty, toys, and home goods [17].

Core Viewpoint - The commercial dispute between KKV and Zhuoyue Center has escalated, leading to KKV's second forced closure and potential legal action from KKV against Zhuoyue Center [2][11]. Group 1: Background of the Dispute - KKV, a trendy retail brand, was a core tenant in Zhuoyue Center but has faced significant operational challenges, resulting in a forced closure after four years of operation [3][6]. - The partnership began in 2021 when Zhuoyue Center offered KKV a lease agreement until 2027, but issues arose regarding performance and rental payments [4][11]. Group 2: Details of the Dispute - Zhuoyue Center claims that KKV has consistently failed to meet performance standards, leading to unpaid performance-based rent, which constitutes a fundamental breach of contract [11]. - KKV argues that the foot traffic and occupancy rates in Zhuoyue Center have not met expectations, and the center did not fulfill its commitments made during the leasing process [14]. Group 3: Legal and Operational Implications - KKV has stated its intention to pursue legal action to resolve the dispute, emphasizing that the closure of a single store will not impact its overall operational strategy, which includes over 700 stores globally [14][19]. - Zhuoyue Center has indicated that it attempted multiple rounds of communication and proposed solutions to KKV, which were ultimately rejected [11].

Core Viewpoint - A commercial dispute has escalated between KKV, a trendy retail brand, and the Zhuoyue Center, leading to KKV's second forced closure of its store, with both parties blaming each other for the ongoing issues [2][4][9]. Group 1: Background of the Dispute - The conflict began in December 2025, with KKV facing its first forced closure due to Zhuoyue Center's unilateral decision to terminate the lease under the pretext of "business adjustment" [4][6]. - KKV had signed a lease agreement with Zhuoyue Center in 2021, which was set to last until 2027, but the relationship deteriorated after four years of operation [2][12]. Group 2: Financial and Operational Issues - Zhuoyue Center claims that KKV has consistently failed to meet performance benchmarks, resulting in unpaid performance rent, which constitutes a fundamental breach of contract [9][10]. - KKV argues that the foot traffic and occupancy rates at Zhuoyue Center have not met expectations, and the center did not fulfill its commitments made during the leasing process [12][17]. Group 3: Legal Actions and Responses - KKV has announced plans to pursue legal action to resolve the dispute, asserting that the lease terms and conditions are contentious and that they have been compliant with rental payments [12][13]. - Zhuoyue Center has stated that it attempted multiple rounds of negotiations with KKV over three months, offering various solutions that were ultimately rejected by KKV [10][11]. Group 4: Company Profiles - KKV is a core brand under KK Group, which has over 700 stores globally and aims to maintain its expansion despite the ongoing dispute [12][17]. - Zhuoyue Center, developed by a consortium including Jindi, Zhuoyue, and Dabaihui, has been a landmark in the Futian CBD since its opening in 2019 [10].

Group 1: North Exchange Market Insights - In 2025, a total of 26 companies completed their IPOs on the North Exchange, raising 7.5 billion yuan, significantly surpassing 2024's fundraising [2][7] - The average first-day increase for IPOs in 2025 reached 368%, a notable rise from 2024, with December's new listings averaging a 463% increase [2][7] - The average online subscription funds in 2025 reached 662.4 billion yuan, with December hitting a record high of 781.2 billion yuan, indicating heightened interest in new listings [2][8] Group 2: Consumer Services Sector Analysis - The consumer services sector on the North Exchange saw a median market cap increase of 30.92% in 2025, with several companies experiencing over 50% and 100% increases [11] - The sector includes various industries such as food and beverage, cultural IP, pet food, cosmetics, and agriculture, indicating a diverse investment landscape [11] - The average price-to-earnings ratio (PETTM) for consumer services companies was 46.3x, suggesting relatively low valuations and potential investment opportunities in 2026 [11] Group 3: Real Estate Market Overview - The real estate sector experienced a decline of 0.7% in the week ending January 6, 2026, with significant fluctuations in individual stock performances [15][17] - New housing transactions in 42 key cities totaled 256 million square meters, reflecting a 2.0% decrease week-on-week, while year-to-date transactions showed an 18.1% decline [16][17] - The government emphasized the importance of the real estate market for economic stability, with new policies aimed at improving market expectations and housing quality [17][18] Group 4: Shenzhen International Company Insights - Shenzhen International's logistics park transformation project is progressing, with expected incremental revenue from land use rights and a stable dividend policy [19][20] - The company has maintained a dividend payout ratio of around 50% from 2017 to 2024, with projected dividend yields of approximately 8.7% for 2025-2027 [21][22] - The anticipated net profits for Shenzhen International from 2025 to 2027 are estimated at 3.64 billion, 3.65 billion, and 2.8 billion HKD, respectively, indicating a strong financial outlook [22]

Group 1 - The core issue revolves around a commercial dispute between KKV and the Zhuoyue Center, which has escalated to a forced closure of KKV's store after four years of operation [2][3][6] - KKV's store was closed due to alleged poor performance in meeting the agreed sales targets, leading to a breach of the rental agreement based on a "low rent + performance rent" model [10][14] - Zhuoyue Center claims to have made multiple attempts to resolve the issue through discussions and proposed adjustments, which KKV rejected [10][12] Group 2 - KKV asserts that the Zhuoyue Center failed to deliver on promises regarding foot traffic and occupancy rates, which contributed to its inability to meet sales targets [14][19] - KKV has indicated plans to pursue legal action to address the dispute, emphasizing that the closure of a single store will not impact its overall business operations, which include over 700 stores globally [14][19] - The dispute highlights the risks associated with the "low rent + performance rent" model, which requires careful management of sales performance and market conditions [15]