2025.12.29 本文字数：1006，阅读时长大约2分钟 作者 |第一财经 李隽 小米集团（01810.HK）两位高管对自家股票呈现了相反的操作——董事长雷军一度增持1亿港元小米， 副董事长林斌却计划大手笔减持20亿美元（156亿港元），一年后开始执行。 12月29日小米集团开盘一度跌3%，随后回升。 这并非林斌首次减持，过去林斌减持几乎每次都并非卖在高点。 公开资料显示，此前他已通过三次减持累计套现接近90亿港元：2019年8月21日至23日，林斌连续三日 合计卖出4130.7万股，套现约3.7亿港元，卖出均价大约为9港元；2020年9月林斌减持3.5亿股，套现约 80亿港元；2024年6月，林斌再次减持1000万股，套现约1.8亿港元。 2025年11月24日，小米集团公告称，创始人、董事长兼CEO雷军个人斥资约1亿港元增持260万股，平均 股价约38.58港元，增持后其持股比例升至23.26%。 光大证券国际策略师伍礼贤向第一财经记者表示，林斌减持计划公布后，小米股价当日出现波动，但由 于减持起始时间为2026年12月，短期实际影响有限，更多体现在市场预期层面，此次事件对小米股价的 影响偏向短期，香 ...

有业内人士认为，减持金额较大，且持续时间长达四年，对公司会有持续影响。但因为一年后开始执 行，所以短期内对市场直接冲击相对有限。 12月29日小米集团开盘一度跌3%，随后回升。 公开资料显示，此前他已通过三次减持累计套现接近90亿港元：2019年8月21日至23日，林斌连续三日 合计卖出4130.7万股，套现约3.7亿港元，卖出均价大约为9港元；2020年9月林斌减持3.5亿股，套现约 80亿港元；2024年6月，林斌再次减持1000万股，套现约1.8亿港元。 2025年11月24日，小米集团公告称，创始人、董事长兼CEO雷军个人斥资约1亿港元增持260万股，平均 股价约38.58港元，增持后其持股比例升至23.26%。 光大证券国际策略师伍礼贤向第一财经记者表示，林斌减持计划公布后，小米股价当日出现波动，但由 于减持起始时间为2026年12月，短期实际影响有限，更多体现在市场预期层面，此次事件对小米股价的 影响偏向短期，香港上市的科技股整体表现与大盘关联度较高，整体后续走势仍需关注宏观环境变化。 小米集团（01810.HK）两位高管对自家股票呈现了相反的操作——董事长雷军一度增持1亿港元小米， 副董事长林斌 ...

在此次人事任命中，黄建海成为焦点。资料显示，黄建海1973年出生，拥有上海交通大学本科学历 及哈佛商学院MBA学位，是中国注册会计师。其职业履历横跨国际会计师事务所（普华永道）、国际 投行（美林、雷曼兄弟）以及大型产业集团（绿城资管、绿城建筑科技）。自加入东方财富后，他先后 出任副总经理、财务总监、董事会秘书等重要职务。 此外，会议还审议通过了《关于调整公司组织架构的议案》。公司对组织架构作出调整，不再设置 监事会和合规总监，撤销内控合规部，其部分职能并入审计监察部；同时，公司整合法务及合规力量， 组建法律合规部。 业绩表现上，东方财富今年前三季度总营收同比增长58.67%至115.89亿元，归母净利润同比增长 50.57%至90.97亿元。备受关注的是，东方财富年内已出现多笔大额减持。11月28日晚，东方财富发布 的高管减持公告显示， 公司3名高管黄建海、杨浩、程磊计划合计减持不超过总股本0.022%的股份，减 持原因直指偿还股权激励借款、 缴纳相关税款及个人资金需求。此前7月与9月， 公司实控人家族成员 沈友根、陆丽丽通过询价转让方式两度大额减持，合计套现超90亿元，资金用于投资科技创业类企业。 近日，东 ...

Core Viewpoint - ST Ruihe (002620.SZ) announced that senior management personnel Zhou Qiang plans to reduce his shareholding in the company by selling up to 52,500 shares, which represents 0.0139% of the total share capital, within three months starting from December 29, 2025, to March 28, 2026 [1] Summary by Category - **Shareholding Reduction Plan** - Zhou Qiang holds 210,000 shares, accounting for 0.0556% of the company's total share capital [1] - The planned reduction will occur through centralized bidding transactions [1] - The maximum number of shares to be sold is 52,500 [1]

Core Viewpoint - The announcement from Dongfang Caifu (300059) indicates that three senior executives plan to reduce their shareholdings in the company for personal financial needs, including repaying equity incentive loans and tax payments related to equity incentives [1][3]. Group 1: Share Reduction Details - The three executives plan to reduce a total of up to 3,349,900 shares, which represents less than 0.022% of the company's total share capital [1][2]. - The share reduction is primarily from shares obtained through equity incentives, with executive Cheng Lei planning to reduce up to 3 million shares (0.019% of total shares), while Huang Jianhai and Yang Hao plan to reduce 218,700 shares (0.002%) and 131,200 shares (0.001%) respectively [3][4]. Group 2: Financial Implications - At the current share price of 23.40 yuan per share, the total amount from the planned share reduction could be up to 78.39 million yuan [2][7]. - The executives' shareholdings are derived from both pre-IPO shares and shares obtained through the company's equity incentive plan [3]. Group 3: Historical Context - The controlling shareholder's family has previously engaged in significant share transfers, including a transfer of 1.588 billion shares for 3.44 billion yuan and another transfer of 237.8 million shares for 5.802 billion yuan, both for personal financial needs [5][6].

兆易创新公告，因个人资金需求，公司副董事长、总经理何卫先生拟减持不超过63,800股，占公司当前 股份总数的0.0096%；公司董事、副总经理胡洪先生拟减持不超过106,400股，占公司当前股份总数的 0.0159%；公司副总经理、财务负责人孙桂静女士拟减持不超过48,200股，占公司当前股份总数的 0.0072%；公司副总经理李宝魁先生拟减持不超过30,600股，占公司当前股份总数的0.0046%。 ...

Summary of Key Points Core Viewpoint - A total of 5 directors and executives have reduced their holdings in the company, amounting to 329,700 shares, which represents 0.0161% of the total share capital [1] Reduction Overview - Reducing Personnel: 5 directors and executives (Zhao Wei, Chen Zhiqiang, Peng Chaocai, Lu Yang, Tian Shuai) [1] - Total Reduction Scale: 329,700 shares [1] - Reduction Period: From August 18, 2025, to November 17, 2025 [1] Detailed Reduction Information - Zhao Wei: Reduced 150,000 shares at an average price of 114.50 CNY/share, accounting for 0.0073% [1] - Chen Zhiqiang: Reduced 131,200 shares at an average price of 188.65 CNY/share, accounting for 0.0064% [1] - Peng Chaocai: Reduced 27,500 shares at an average price of 97.44 CNY/share, accounting for 0.0013% [1] - Lu Yang: Reduced 10,500 shares at an average price of 191.32 CNY/share, accounting for 0.0005% [1] - Tian Shuai: Reduced 10,500 shares at an average price of 185.75 CNY/share, accounting for 0.0005% [1] Key Notes - The method of reduction was through centralized bidding transactions [1] - The shares reduced were sourced from pre-IPO shares and equity incentive shares [1] - The reduction plan was executed strictly according to the pre-disclosed plan [1] - This reduction does not affect the company's control or ongoing operations [1]

Core Viewpoint - The executives of Yonghui Supermarket are continuously reducing their holdings, with Chairman Zhang Xuansong planning to sell up to 90.75 million shares, representing 1% of the company's total share capital, due to personal funding needs [1][4]. Group 1: Shareholding and Reduction Plan - As of the announcement date, major shareholders, including Zhang Xuansong and associated funds, hold a total of 1,274,987,806 shares, accounting for 14.05% of the company's total share capital [4]. - The reduction plan will be executed through centralized bidding and is set to take place within three months after a 15-trading-day period following the announcement [4][5]. Group 2: Recent Executive Actions - Prior to Zhang Xuansong's planned reduction, Vice President Luo Wenxia completed a share reduction of 10.87 million shares, representing 0.0012% of the total share capital, at a price of 4.59 yuan per share [5]. - The recent share reductions by executives coincide with ongoing performance challenges faced by Yonghui Supermarket [5]. Group 3: Financial Performance - In the first three quarters of the year, Yonghui Supermarket reported revenue of 42.434 billion yuan, a year-on-year decline of 22.21%, and a net loss of approximately 710 million yuan [5]. - For the third quarter alone, revenue fell by 25.55% to 12.486 billion yuan, with a net loss of 469 million yuan, which is an increase in losses compared to the previous year [6]. - The company attributes the decline in performance to intense industry competition and changes in consumer habits, leading to reduced customer traffic and average spending [6].

Core Viewpoint - China Aluminum (601600)(02600) announced that its current director and deputy general manager, Mr. Jiang Tao, plans to reduce his holdings of the company's A-shares due to personal financial needs, starting from December 8, 2025, to March 7, 2026 [1] Summary by Relevant Sections - **Share Reduction Plan** - Mr. Jiang Tao intends to reduce his holdings by no more than 57,500 shares, which accounts for approximately 0.00034% of the company's total share capital [1] - The planned reduction does not exceed 25% of the shares he currently holds [1] - The selling price will be determined based on market conditions [1]

Core Viewpoint - The company announced that several executives plan to reduce their shareholdings due to personal financial needs, with no set price range for the sales [1] Group 1: Executive Share Reduction - The company's Vice President Liu Rui plans to reduce holdings by up to 68,000 shares, representing 0.01% of the total share capital [1] - Director Jing Shengyang intends to sell up to 54,000 shares, also accounting for 0.01% of the total share capital [1] - Vice President Fan Benyong will reduce his stake by up to 55,000 shares, equivalent to 0.01% of the total share capital [1] - Vice President and Board Secretary Yuan Gang plans to sell up to 48,000 shares, which is 0.01% of the total share capital [1] - Vice President Huang He aims to reduce his holdings by up to 58,000 shares, representing 0.01% of the total share capital [1]