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用26亿偿还千亿债务?金科股份管理层回应——
Di Yi Cai Jing· 2025-05-29 14:13
面对2024年巨额亏损,金科称其董事长和总裁主动降薪至三万元每月。 首家进行司法重整的全国性上市房企金科股份(000656.SZ,证券简称*ST金科)于5月29日下午举行 2024年业绩说明会,这也是金科股份在进入司法重整执行过程后第一次召开业绩说明会。 金科股份董事长周达,金科股份总裁杨程钧,金科股份副总裁兼董事会秘书张强,金科股份副总裁兼财 务负责人宋柯,金科司法重整的产业投资人、品器资管董事长冯仑,品器资管CEO李根等人参加了会 议。 在业绩说明会上,金科股份管理层就金科司法重整最新进展、未来的经营计划等外界关注的问题进行了 介绍。 同时,金科管理层也就"*ST金科何时能脱帽""为什么2024年经营业绩大幅度亏损""外界传言金科股份用 26.28亿偿还1000多亿债务"等问题进行了解释。 金科股份2024年年报显示,公司2024年实现营业总收入275.55亿元,同比下降56.43%;归属净利润 为-319.70亿元,同比大幅下降266.11%;扣非净利润为-284.18亿元,同比下降284.37%。 对于报告期内的业绩情况,张强表示,期内金科把"保交房、稳民生"作为首要经营任务,完成交付住宅 及商业约7 ...
当前我国消费发展的特点、问题分析和政策思考 | 宏观经济
清华金融评论· 2025-05-29 10:16
当前,我国消费保持温和增长态势,消费市场活力明显增强。服务消费增长快、新产品新业态新模式新 场景发展快、县域消费快速崛起、港澳北上游和入境游快速增长等特征更加凸显,推动消费市场扩围升 级。 服务消费增长快 当前,随着促进服务消费政策措施实施,消费场景不断拓展,服务品质逐步提升,服务消费保持良好增 长态势。特别是服务消费正在从之前餐饮、旅游等不同品类服务消费"单独发展"加速转向融合发展、多 元复合发展趋势。同时,消费者更加注重在消费过程中的文化、情感、价值观、娱乐等多层面的感受、 情绪和认知收获,消费者愿意为更好的体验付出更高成本,服务消费体验化发展趋势显现。国家统计局 数据显示,2024年我国服务零售额同比增长6.2%,比同期商品零售额增速高3个百分点;全国居民人均 服务性消费支出比上年增长7.4%,占居民人均消费支出比重为46.1%,较上年同期提高0.9个百分点。分 品类看,餐饮住宿消费稳定增长,根据国家统计局数据,2020—2024年全国餐饮收入年均增速为 4.1%;旅游消费持续活跃,2024年全年国内出游人次56.15亿,同比增长14.8%,国内游客出游总花费同 比增长17.1%;文娱消费热度攀升,根据 ...
鹏华共赢未来混合基金6月3日发行:强化与投资者利益绑定,同频共振
Zhong Guo Jing Ji Wang· 2025-05-29 01:15
Core Viewpoint - The approval of Penghua Win-Win Future Mixed Fund marks a significant shift in the public fund industry towards performance-based floating fee structures, emphasizing fairness in fee structures and alignment of interests between fund managers and investors [1][2]. Group 1: Floating Fee Structure - The new floating fee model is based on performance benchmarks, allowing for a dual-directional fee adjustment depending on fund performance relative to set benchmarks [2][3]. - The management fee consists of a "basic management fee + excess management fee," which varies based on holding period and return levels [2]. - If fund shares are held for less than 365 days, only the basic management fee is charged; if held for 365 days or more, the management fee can decrease if performance is below the benchmark [2][3]. Group 2: Impact on Investor Behavior - The floating fee structure encourages long-term holding by investors, reducing impulsive trading behaviors [3]. - It compels research and investment teams to adopt a more rigorous approach in selecting assets and optimizing allocations [3]. Group 3: Industry Transformation - The new model shifts the focus from scale to return, creating a virtuous cycle of good performance leading to good products and development [3]. - It emphasizes the importance of performance benchmarks, ensuring transparency and accountability in fund management [3]. - The open management model balances the need for long-term investment with liquidity management [3]. Group 4: Commitment to Trust - The innovation in the floating fee mechanism addresses issues of investor satisfaction and trust within the asset management industry [3]. - Penghua Fund's approach represents a new paradigm of a shared interest community, committing to "creating returns for trust" [3].
全国首个跨两省一市公共建筑方厅水院竣工“长三角原点”建成好大一个“四合院”
Xin Hua Ri Bao· 2025-05-28 23:33
Core Points - The Fangting Water Institute, the first public building project spanning two provinces and one city in China, has received its construction completion acceptance certificate, indicating it is about to be put into use [1][2] - The project, located at the intersection of Shanghai, Jiangsu, and Zhejiang, aims to promote resource aggregation, institutional integration, and functional complementarity in the Yangtze River Delta region [1] - The Fangting Water Institute features a total construction area of 104,000 square meters and serves as a shared waterfront public space for residents of the three regions [1] Group 1 - The project has implemented a new "six-in-one" approval model for cross-regional construction, allowing for a streamlined process with only one administrative stamp required for construction permits and completion acceptance [2] - The Fangting Water Institute is designed as a "near-zero carbon" large public building, achieving an overall energy-saving rate of 82%, with solar panels generating an annual output of 4.2 million kilowatt-hours [2] - The venue will host the 2025 Global Environment and Sustainable Development Conference, marking its debut as a significant business hub [3] Group 2 - The Fangting Water Institute is positioned to become a landmark node in the world-class lake area and a comprehensive display window for regional integration in the Yangtze River Delta [3] - The project aims to address previous issues of connectivity and management in the region, transforming it into a cohesive public space [1][2] - The architectural design incorporates traditional Chinese elements, such as the Dougong bracket system, combined with modern steel structure welding techniques [2]
打造全社会参与的城市更新投融资新模式
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-28 17:23
Core Viewpoint - The recent issuance of the "Opinions on Continuing to Promote Urban Renewal Actions" by the Central Committee and the State Council emphasizes the establishment of a sustainable urban renewal model, aiming for a transformation in urban development and construction methods by 2030, with a focus on diversified financing mechanisms to support this transition [1] Financing Mechanisms - The "Opinions" propose a diversified financing approach, including national funding such as central budget investments, long-term special bonds, and local government financial contributions through special bonds for urban renewal projects [2] - Policy-driven financial institutions are encouraged to participate in urban renewal under compliant and sustainable conditions, enhancing credit support for various projects [2] New Financing Models - Traditional financing methods for urban renewal, primarily based on real estate collateral, need to be reformed to accommodate the new model focused on revitalizing existing assets [3][4] - Financial institutions are urged to develop tailored loan systems that align with the specific stages and cash flow of urban renewal projects, moving away from reliance on real estate collateral [4] Planning and Asset Management - A three-tier planning mechanism is proposed to enhance the value of urban assets and resources, focusing on overall spatial planning, special planning for mechanisms, and detailed planning for functional indicators [5] - The "Opinions" stress the importance of public investment in essential infrastructure and underground projects to facilitate private sector participation and improve expected returns [5] Flexibility and Community Involvement - The planning phase should allow for flexibility and discretion to balance unforeseen costs and expected returns, encouraging social capital participation [6] - Community stakeholders, including owners, residents, and businesses, are encouraged to engage in the detailed planning process, fostering a sense of shared benefit and broader societal investment [6]
居住需求结构性调整催生新业态,存量房改造标准体系逐步完善
Hua Xia Shi Bao· 2025-05-28 13:27
Group 1 - The "Good House" strategy is accelerating urban renewal in China, focusing on upgrading old residential areas and improving living conditions [1][4] - The new national standard for residential projects, effective from May 1, emphasizes energy efficiency, accessibility, and modern design, marking a shift towards higher quality housing [2][4] - The housing industry is undergoing a transformation from large-scale expansion to high-quality development, with "Good House" becoming a key theme in the real estate market [4][5] Group 2 - The home improvement market is expected to see significant investment, with over 1.2 trillion yuan projected due to the renovation of old housing built before 2000, which accounts for 9% of total housing stock [5][6] - The introduction of the "Existing Residential Kitchen and Bathroom Renovation Technical Regulations" by the Jiumu brand aims to standardize and improve the renovation process, addressing quality and service issues in the home improvement sector [6] - Jiumu has launched a nationwide initiative to provide a one-stop service for bathroom renovations, addressing common consumer pain points such as long renovation times and lack of transparency [6]
厅水院竣工将投用,跨域项目审批新模式助力一体化发展
Guo Ji Jin Rong Bao· 2025-05-28 12:55
Core Viewpoint - The completion of the Fangting Water Institute marks a significant milestone in the integrated development of the Yangtze River Delta Ecological Green Integrated Development Demonstration Zone, transitioning from construction to operational phase [1][3]. Group 1: Project Overview - The Fangting Water Institute has a total construction area of approximately 104,000 square meters, with 67,000 square meters above ground, designed in a new Jiangnan style [3]. - The layout features a central main hall along the axis of the Taihu River, with themed exhibition halls representing Shanghai, Jiangsu, Zhejiang, and Anhui, interconnected by pedestrian bridges and corridors [3]. Group 2: Challenges and Solutions - The project faced challenges related to cross-provincial approval processes, including inconsistent standards and low efficiency [5]. - A coordination platform was established among the three regions to streamline the approval process, implementing a new model for integrated project approval and oversight [5]. Group 3: Future Development Plans - A specialized company will be formed to operate the Fangting Water Institute, aiming to develop it into a world-class lake area landmark and a comprehensive showcase for the Yangtze River Delta [6]. - Plans include accelerating the development of surrounding areas and enhancing functional projects such as the Innovation Engine, Science and Technology Park, and Exhibition Village [6]. - The executive committee is working on policies to promote high-quality industrial development in the water town area, focusing on industry clustering and collaborative innovation [6].
推进产城融合,苏皖交界处这个“综合体”形成新模式
Di Yi Cai Jing· 2025-05-28 09:34
余花荣提到的警务室于2022年10月正式开始运营;同期挂牌内设的还有江宁博望/跨界一体化联合人民 调解委员会(下称"调解委员会");2025年4月,以横溪街道便民服务中心为依托的两省一街社会综合 治理政务服务中心(下称"服务中心")正式入驻。 上述这一融合了公安警力、司法调解、政务服务等部门资源的示范性跨界"综合体",共覆盖了江宁、博 望两个区域共约16万居民。警务室方面,两地居民的身份证、户籍、证明类等业务已实现了互办互认; 调解委员会方面,自设立以来已调解跨省居民和企业纠纷200余件;服务中心方面,政务服务便民窗口 可办理的事项清单有32项,窗口累计办件1504件。 关于司法调解促进两地产城融合,江苏省江宁区丹阳司法所所长周德宏介绍称,从过去经验来看,江 宁、博望两个区域的司法案件和纠纷主要集中在建设施工、工伤理赔、公共事务等领域。比如,建设施 工方在跨界工程建造中把博望当地百姓田地的排水沟堵住了,当地司法所就需要在接到投诉后第一时间 处理;再如,博望当地百姓之前进行家用水表拆分,但由于供水水管设在丹宁,这就需要协调丹宁水务 部门来操作。 融合了公安警力、司法调解、政务服务等部门资源的示范性"综合体",正 ...
得益乳业三十余年专业坚守, 树低温乳品产业品质新峰
Qi Lu Wan Bao· 2025-05-26 03:19
5月23日-25日,由中国乳制品工业协会主办的"中国乳制品工业协会第三十一次年会暨2025年中国乳业技术博览会"在江苏省南京市隆重召开。本次会议恰逢 中国乳制品工业协会成立三十周年。来自国家主管部委领导、南京市人民政府领导、国内外乳业专家、企业家、企业代表、国际乳品组织及驻华机构代表以 及十余家媒体记者齐聚一堂,围绕"创新引领消费 促进全民营养健康"大会主题,共商乳业高质量发展大计。 出席大会开幕式的有南京市政府副市长许峰、国家市场监管总局特食司二级巡视员陈健副司长、国家卫健委食品司标准处马宁处长、国家市场监管总局食品 生产经营司监管一处三级调研员陈刚副处长、国家风险评估中心主任李宁、纪委书记徐娇、中国轻工业联合会党委常委、副会长、中国乳制品工业协会理事 长刘江毅、中国乳制品工业协会原理事长宋昆冈、副理事长兼秘书长刘超、中国农业大学任发政教授、中国人民大学世界经济研究中心主任黄卫平教授、中 国农业大学教授、国家奶牛产业技术体系首席科学家李胜利,以及得益、伊利、蒙牛等乳企及产业链相关企业负责人。中国乳制品工业协会执行理事长刘美 菊主持了大会开幕式。 本次大会不仅是行业技术革新的风向标,更成为检验企业核心竞争力的 ...
“AI+生活”已至 发展“堵点”如何打通
Zhong Guo Qing Nian Bao· 2025-05-26 01:52
Group 1 - The core focus of the event was the demonstration of humanoid robots and their potential applications in various scenarios, including education and urban management [1][2] - The development of autonomous driving technology is highlighted as a key area where AI can reshape the automotive industry and transportation methods, emphasizing the need for collaborative data collection to overcome data silos [2] - The integration of AI in government services is being explored, with initiatives like DeepSeek and AI civil servants aimed at enhancing efficiency in public administration [2] Group 2 - The concept of a "waste-free city" is being promoted through the use of satellite remote sensing and AI technologies, indicating a shift towards smarter urban management [3] - The impact of AI on education and healthcare is discussed, with concerns about AI challenging traditional roles and the need for a shift in educational approaches to foster critical thinking and innovation [3] - The importance of addressing challenges such as data silos and computational resource allocation is emphasized for deeper integration of AI into core business functions and government operations [2][3]