截至2025年8月29日收盘，中泰证券（600918）报收于7.21元，较上周的7.32元下跌1.5%。本周，中泰 证券8月25日盘中最高价报7.44元。8月28日盘中最低价报7.04元。中泰证券当前最新总市值499.05亿 元，在证券板块市值排名23/50，在两市A股市值排名332/5152。 公司公告汇总 公司于2025年5月27日至8月26日实施股份回购，实际回购46,962,500股，占总股本0.67%，回购价格区 间6.05元/股至6.62元/股，均价6.39元/股，支付总金额3.00亿元（不含交易费用），回购股份将于2025年 8月27日启动注销，注销后总股本由6,968,625,756股变更为6,921,663,256股。 国浩律师（济南）事务所出具补充法律意见书，认为山能集团与中泰证券在投资业务方面不存在实质性 同业竞争。容诚会计师事务所确认公司债权投资减值计提符合会计准则，计提充分。 公司已回复上交所关于向特定对象发行股票的审核意见落实函，相关回复于2025年8月29日披露。本次 发行尚需通过上交所审核并获得证监会注册，存在不确定性。 中泰期货拟与山能集团签署日常关联交易框架协议，涉及大宗商 ...

Core Viewpoint - Kweichow Moutai Group plans to increase its stake in Kweichow Moutai Co., Ltd. by 3 to 3.3 billion yuan, reflecting confidence in the company's long-term value and sustainable development [1] Group 1: Shareholding and Buyback - As of August 29, Kweichow Moutai Group holds 679 million shares, representing 54.07% of the total share capital [2] - On the same day, Kweichow Moutai completed a share buyback of 3.9276 million shares, accounting for 0.3127% of the total share capital, with a total expenditure of 6 billion yuan [2][3] - The buyback shares will be fully canceled to reduce the company's registered capital, marking the first cancellation-style buyback since the company went public [3] Group 2: Financial Performance - For the first half of 2025, Kweichow Moutai reported total revenue of 91.094 billion yuan, a year-on-year increase of 9.16%, and a net profit of 45.403 billion yuan, up 8.89% year-on-year [3][4] - The revenue growth rate of 9.16% is the first single-digit increase since 2015, while the net profit growth rate of 8.89% is the first single-digit increase since 2021, marking a new low since 2015 [4] Group 3: Market Position - As of August 29, Kweichow Moutai's stock price was 1,480.00 yuan per share, with a market capitalization of 1.86 trillion yuan [5]

证券代码：600057 证券简称：厦门象屿 公告编号：2025-072 债券代码：240429 债券简称：23象屿Y2 债券代码：240722 债券简称：24象屿Y1 债券代码：242565 债券简称：25象屿Y1 债券代码：242747 债券简称：25象屿Y2 债券代码：242748 债券简称：25象屿Y3 厦门象屿股份有限公司 关于股份回购实施结果 暨股份变动的公告 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法律责任。 重要内容提示： ■ 一、回购审批情况和回购方案内容 厦门象屿股份有限公司（以下简称"公司"）于2025年4月16日召开第九届董事会第三十次会议，审议通 过了《关于以集中竞价交易方式回购公司股份的方案》，同意公司回购股票不低于1亿股（含），不超 过1.5亿股（含），价格不超过人民币8.85元/股，回购股票作为公司实施股权激励的股票来源。详见公 司于2025年4月17日披露的《厦门象屿关于以集中竞价交易方式回购公司股份方案的公告》（公告编 号：2025-033）。 二、回购实施情况 2025年4月24日，公司首次实施 ...

图片来源：公司公告 8月29日晚，贵州茅台发布《控股股东增持股份计划公告》称，公司控股股东中国贵州茅台酒厂（集团）有 限责任公司（简称"茅台集团"）拟以不低于30亿元（含）且不高于33亿元（含）增持公司股票，进一步传递 发展信心。 | 增持主体名称 | 中国贵州茅台酒厂(集团)有限责任公司 | | --- | --- | | 拟增持股份目的 | 本次增持主要基于对公司长期价值的认可和未来发展 | | | 的信心,以进一步支持公司高质量可持续发展。 | | 拟增持股份种类 | 公司 A 股股份 | | 拟增持股份方式 | 通过上海证券交易所系统以集中竞价交易方式 | | 拟增持股份金额 | 不低于人民币30亿元(含)且不高于人民币33亿元(含) | | 拟增持股份数量 | 以实际发生为准 | | 拟增持股份比例 (占总股本) | 以实际发生为准 | | 拟增持股份价格 | 本次不设增持价格区间,茅台集团根据股票市场以及公 | | | 司股价等情况择机实施增持计划。 | | 本次增持计划实施期间 | 2025年9月1日〜2026年2月28日 | | 拟增持股份资金来源 | 自有资金和自筹资金 | | 拟增持主体承 ...

Group 1 - Over 430 listed companies have announced share repurchase plans this year, with a total repurchase amount exceeding 100 billion yuan [2] - More than 440 listed companies have announced shareholder increase plans, with the highest total increase amount exceeding 70 billion yuan [2] Group 2 - Due to the recent market recovery, some listed companies have seen their stock prices rise, making the originally set repurchase price limits no longer feasible, leading many companies to raise their repurchase price to ensure the smooth implementation of their plans [4] - This year, 22 A-share listed companies have announced adjustments to their share repurchase prices, primarily concentrated in the consumer, pharmaceutical, and high-end manufacturing sectors [4]

Group 1 - The company achieved revenue of 26 billion yuan in Q2 2025, an increase of 11.3%, while net profit attributable to shareholders was 1.3 billion yuan, a decrease of 31.2% [1] - In H1 2025, the company reported revenue of 49.3 billion yuan, a year-on-year increase of 24.1%, with net profit attributable to shareholders declining by 7.2% [1][2] - The number of active stores not under the Lianjia brand increased by 36.8%, exceeding 14,000, and the number of active agents rose by 24% to over 73,000, driving total active stores to 59,000, a 32.1% increase [1] Group 2 - The company's gross transaction value (GTV) in Q2 2025 was 878.7 billion yuan, up 4.7%, with existing and new homes contributing 583.5 billion yuan and 255.4 billion yuan respectively [1] - The gross margin for the company decreased by 6.0 percentage points year-on-year to 21.9%, with a gross profit decline of 12.5% [2] - The company has expanded and extended its share repurchase plan, increasing the authorization from 3 billion to 5 billion USD, with a focus on enhancing shareholder returns [3]

Core Viewpoint - The company reported its mid-year performance for 2025, showing a revenue increase but a decline in net profit, indicating mixed financial health and ongoing challenges in profitability [1][4]. Financial Performance - In H1 2025, the company achieved a revenue of 49.34 billion yuan, a year-on-year increase of 24.1%, while net profit was 2.16 billion yuan, down 7.3% [1]. - Adjusted net profit for H1 2025 was 3.21 billion yuan, reflecting a 21.3% decline year-on-year [1]. - Total transaction volume reached 1.7224 trillion yuan, up 17.3% year-on-year [1]. - For Q2 2025, revenue was 26.01 billion yuan, an 11.3% increase, but net profit fell 31.2% to 1.31 billion yuan [1]. Margin and Cost Analysis - The gross margin for H1 2025 was 21.3%, down 5.4 percentage points year-on-year, but Q2 showed a slight recovery with a gross margin of 21.9% [1]. - Operating expense ratio improved to 18% in H1 2025, down 3.7 percentage points year-on-year, with Q2 at 17.8% [1]. Share Buyback and Confidence - The company spent approximately 394 million USD on a share buyback plan, representing 1.7% of the total shares issued as of the end of 2024 [1]. - The buyback authorization was increased from 3 billion USD to 5 billion USD, with the plan extended to August 31, 2028, reflecting confidence in future growth [1]. Real Estate Brokerage Performance - In H1 2025, the total transaction volume for existing homes was 1.1638 trillion yuan, a 13.7% increase, with net income of 13.59 billion yuan, up 4% [2]. - The contribution profit margin for real estate brokerage was 39%, down 7.1 percentage points year-on-year due to rising fixed salary costs [2]. New Home Sales and Monetization - New home transaction volume reached 487.6 billion yuan in H1 2025, a 26% increase, with net income of 16.69 billion yuan, up 29.9% [2]. - The monetization rate for new homes was 3.42%, slightly up from the previous year [2]. Non-Real Estate Business Growth - Non-real estate business revenue accounted for 38.6% of total revenue in H1 2025, a 3.8 percentage point increase year-on-year [3]. - Home decoration and rental services showed significant growth, with home decoration revenue at 7.51 billion yuan, up 16.5%, and rental services revenue at 10.76 billion yuan, up 85.2% [3].

Core Viewpoint - Guizhou Moutai Co., Ltd. announced that its controlling shareholder, Moutai Group, plans to increase its stake in the company by investing between 30 billion and 33 billion yuan over the next six months, reflecting confidence in the company's long-term value and sustainable development [1][3]. Group 1: Shareholding and Buyback Plans - Moutai Group currently holds 679 million shares, representing 54.07% of the company's total share capital [3]. - The share buyback plan involves repurchasing 3.9276 million shares, which will be used for cancellation and reduction of registered capital [5]. - The buyback was executed at a total cost of 6 billion yuan, with a maximum price of 1,639.99 yuan per share and a minimum price of 1,408.29 yuan per share, averaging 1,527.65 yuan per share [5]. Group 2: Financial Performance - For the first half of 2025, Guizhou Moutai reported total revenue of 91.094 billion yuan, a year-on-year increase of 9.16%, and a net profit attributable to shareholders of 45.403 billion yuan, up 8.89% year-on-year [5]. - Despite achieving record high revenue and net profit, the growth rates are the lowest since 2015 [6]. Group 3: Market Position - Guizhou Moutai, previously the highest stock in A-shares, was surpassed by Cambrian's stock price on August 27-28, marking a shift in market leadership [6]. - As of August 29, Cambrian's stock closed at 1,492.49 yuan per share, while Guizhou Moutai closed at 1,480.00 yuan per share, indicating a rare situation where Moutai is not the "king of stocks" [6].

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： ■ 四、股份注销安排 经申请，预计公司将于2025年9月1日在中国证券登记结算有限责任公司上海分公司注销本次所回购的股 份3,927,585股，并及时办理变更登记手续等相关事宜。 一、回购审批情况和回购方案内容 贵州茅台酒股份有限公司（以下简称"公司"）于2024年11月27日召开2024年第一次临时股东大会，审议 通过了《关于以集中竞价交易方式回购公司股份的方案》，2024年12月28日披露了《关于以集中竞价交 易方式回购公司股份的回购报告书》（公告编号：临2024-040），2025年1月3日披露了《关于首次回购 公司股份暨回购进展的公告》（公告编号：临2025-001），2025年6月28日披露了《关于实施2024年年 度权益分派后调整回购股份价格上限的公告》（公告编号：临2025-025）。公司决定以自有资金通过集 中竞价交易方式回购股份，用于注销并减少注册资本，回购价格不超过1,744.30元/股（含），回购金额 不低于人民币30亿元（含）且不超过人民币 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：603344 公司简称：星德胜 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 第二节 公司基本情况 2.1公司简介 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 2.5控股股东或实际控制人变更情况 □适用 √不适用 2.6在半年度报告批准报出日存续的债券情况 □适用 √不适用 第三节 重要事项 公司应当根据重要性原则，说明报告期内公司经营情况的重大变化，以及报告期内发生的对公司经营情 况有重 ...