转自：智通财经 【9月22日涨停分析】今日共65股涨停，连板股总数11只，19股封板未遂，封板率为77%（不含ST股、 退市股）。焦点股方面，天普股份晋级14连板，机器人概念股首开股份14天12板、云南旅游4连板，低 价股山子高科7天6板，PCB板块杭电股份5连板。 ...

每经记者｜陈荣浩 每经编辑｜陈梦妤 9月19日晚间，华侨城A（000069.SZ，股价2.5元，市值200.94亿元）连发多条公告，不仅官宣了董事长张振高、副董事长兼总裁刘凤喜离任，还选举吴秉琪 担任公司第九届董事会董事长。 来源：企业公告 公告提到，在总裁职位空缺期间，吴秉琪代行总裁职责，自本次董事会审议通过之日起至公司聘任新任总裁之日止。 资料显示，吴秉琪曾任华润物业有限公司董事、副总经理，华润营造（控股）有限公司董事、副总经理，华润置地有限公司副总裁、战略总监、成都大区总 经理、高级副总裁，华润置地有限公司党委副书记、总裁，中国建筑集团有限公司党组成员、副总经理。现任华侨城集团有限公司党委副书记、董事、总经 理，深圳华侨城股份有限公司党委书记、董事长。 业务层面，据华侨城A此前公告，2025年1—8月累计合同销售面积为81.5万平方米，同比减少6%；累计合同销售金额为121.7亿元，同比减少15%。8月份华 侨城A无新增土地情况。 在旅游综合业务方面，华侨城A旗下文旅企业2025年8月合计接待游客946万人次，同比下降6%。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险 ...

截至发稿，华侨城Ａ市值为201亿元。 每经头条（nbdtoutiao）——5万亿ETF的370名基金经理薪酬大揭秘！他们的日常工作，就是跟着指数 买股票吗？ 每经AI快讯，华侨城A9月19日晚间发布公告称，深圳华侨城股份有限公司董事会于近日收到公司董事 长张振高先生和副董事长、总裁刘凤喜先生递交的书面辞职报告，张振高先生已达法定退休年龄，即日 起不再担任公司董事长、执行委员会主任委员、战略委员会主任委员等职务，离任后将不再担任公司任 何职务；刘凤喜先生因工作调动，即日起不再担任公司副董事长、总裁、执行委员会委员、战略委员会 委员、薪酬与考核委员会委员、提名委员会委员等职务，离任后将不再担任公司任何职务。 2025年1至6月份，华侨城Ａ的营业收入构成为：旅游综合业务占比72.15%，房地产收入占比27.18%， 其他业务占比0.67%。 （记者 曾健辉） ...

Group 1: Company Overview - Lepu Medical - Lepu Medical is a leading cardiovascular company in China, with a diverse product matrix. In H1 2025, the company achieved revenue of 3.369 billion yuan, a year-on-year decrease of 0.43%, and a net profit of 691 million yuan, down 0.91% year-on-year [3] - The company is strategically expanding into innovative drugs for cardiovascular and metabolic diseases through its subsidiary, Minwei Biotech, which focuses on obesity and type 2 diabetes treatments. As of August 2025, several products are in various clinical trial phases [3] - Lepu Medical is also actively developing its aesthetic medicine segment, with new products like dermal fillers and hyaluronic acid injections receiving approval, indicating strong growth potential in the non-medical insurance market [3] Group 2: Company Overview - Superwin International Holdings - Superwin International Holdings has over 20 years of experience in elastic fabric, with a stable management team. The company generates 55.4% of its revenue from sports fabrics and is well-positioned to capture more orders due to its mature overseas production capacity [6][7] - The company is expected to see net profits of 590 million, 640 million, and 700 million HKD from 2025 to 2027, benefiting from a rebalancing of supply and demand and moderate raw material prices [5][6] - Superwin has maintained a stable dividend payout ratio of around 50%, with a dividend yield exceeding 9% for the past four years, making it an attractive investment opportunity [8] Group 3: Industry Insights - Biopharmaceuticals - The biopharmaceutical industry is witnessing a shift towards innovative drug development, particularly in cardiovascular and metabolic diseases, driven by companies like Lepu Medical [3] - The market for aesthetic medicine is expanding, with increasing regulatory approvals for new products, indicating a growing consumer demand for non-traditional medical treatments [3] Group 4: Industry Insights - Textile and Apparel - The sportswear segment is outpacing other apparel categories, with rising demand for elastic, breathable, and antibacterial fabrics benefiting suppliers like Superwin International [8] - The company is positioned to leverage its established relationships with major sports brands, which have been in collaboration for over five years, ensuring a steady flow of orders [8]

Core Viewpoint - Lingnan Holdings has shown a significant increase in stock price this year, with a year-to-date rise of 59.27%, despite a recent decline in the last five trading days [1][2]. Financial Performance - For the first half of 2025, Lingnan Holdings achieved a revenue of 2.09 billion yuan, representing a year-on-year growth of 8.52%. The net profit attributable to shareholders was 49.53 million yuan, up 24.39% year-on-year [2]. - The company has distributed a total of 698 million yuan in dividends since its A-share listing, with 53.62 million yuan distributed in the last three years [3]. Stock Market Activity - As of September 18, Lingnan Holdings' stock price was 15.29 yuan per share, with a market capitalization of 10.25 billion yuan. The trading volume was 349 million yuan, with a turnover rate of 3.46% [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on September 11, where it recorded a net buy of -19.23 million yuan [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 29.68% to 46,900, while the average circulating shares per person decreased by 22.89% to 14,284 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 25.52 million shares, and new entrants such as Nuoan Flexible Allocation Mixed Fund [3]. Business Segments - Lingnan Holdings' main business segments include travel agency operations (73.47% of revenue), hotel operations (21.13%), hotel management (5.01%), and automotive services (0.39%) [1].

截至发稿，曹璐迪累计任职时间5年123天，现任基金资产总规模137.39亿元，任职期间最佳基金回报 107.98%， 任职期间最差基金回报-44.98%。 资料显示，云南旅游股份有限公司位于云南省昆明市盘龙区世博生态城低碳中心B栋1单元16层,17层， 成立日期2000年12月29日，上市日期2006年8月10日，公司主营业务涉及旅游景区运营、旅游地产开 发、旅游交通、园林园艺、会议酒店、旅行社及旅游文化;旅游园区策划设计、高科技游乐设备研发生 产、工程代建等业务。主营业务收入构成为：旅游综合服务板块41.36%，文旅综合体运营板块 39.10%，旅游文化科技板块19.54%。 从云南旅游十大流通股东角度 9月18日，云南旅游涨5.44%，截至发稿，报6.40元/股，成交3.12亿元，换手率5.16%，总市值64.80亿 元。云南旅游股价已经连续4天上涨，区间累计涨幅13.46%。 数据显示，富国基金旗下1只基金位居云南旅游十大流通股东。富国中证旅游主题ETF（159766）二季 度增持34.2万股，持有股数653.15万股，占流通股的比例为0.65%。根据测算，今日浮盈赚取约215.54万 元。连续4天上涨 ...

Group 1 - The company held its 15th meeting of the 6th Board of Directors on September 17, 2025, with all 9 directors present, and the meeting was conducted in accordance with relevant laws and regulations [2][3] - The Board approved the proposal to terminate the capital increase to the associated company, Jiangsu Tianmu Lake Animal Kingdom Tourism Co., Ltd., due to the latter's decision to halt the implementation of the Tianmu Lake Animal Kingdom cultural tourism complex project [5][10] - The decision to terminate the capital increase will be submitted for approval at the company's first extraordinary general meeting of 2025 [7][19] Group 2 - The company had previously planned to increase its investment in the associated company by 179.82 million yuan, maintaining a 19.98% stake, but this plan has now been terminated [16][17] - The company has already invested 19.98 million yuan in the associated company, and the termination of the capital increase will not result in significant losses for the company [17][19] - The company will continue to focus on its main tourism business and optimize resource allocation following the termination of the project [17][19]

陕西旅游回复，除时任独立董事苏坤、蒋仁爱外，公司其他时任董事、监事于报告期内均存在关联方兼 职情况。 董事、董事长马婷，报告期内兼职包括：陕旅集团品牌与企业管理部部长、陕西旅游集团投资控股有限 公司监事、陕西旅游集团延安文化旅游产业投资有限公司监事、陕西融景苑鼎文化演艺有限公司董事。 瑞财经 严明会9月15日，陕西旅游文化产业股份有限公司（以下简称：陕西旅游）上交所主板IPO披露 首轮审核问询函的回复，保荐机构中金公司，保荐代表人唐云、马思翀，会计师事务所为信永中和会计 师事务所。 陕西旅游成立于1988年，注册资本5800万元，公司实际控制人为陕西省国资委，业务集旅游演艺、索道 及滑道运营、旅游餐饮、旅游项目投资及管理为一体。 本轮问询，上交所关注了陕西旅游董事、监事的外部兼职情况。 上交所要求说明，报告期内部分兼职董事、监事在关联企业和陕西旅游之间的具体工作时长分配情况， 是否存在关联方为公司代垫成本费用的情形，结合相关董事、监事在陕西旅游处的履职情况，说明相关 人员存在较多外部兼职是否影响在公司的履职能力。 报告期内，马婷和金哲楠都未在陕西旅游领薪，由陕旅集团发放薪酬。 | 序号 | 姓名 | 公司职务 ...

Group 1 - The core point of the news is that Huazhi City A has experienced a significant stock price increase, rising 5.65% to 2.62 yuan per share, with a total market capitalization of 21.059 billion yuan and a cumulative increase of 11.71% over the past eight days [1] - Huazhi City A's main business segments include tourism comprehensive services (72.15% of revenue), real estate (27.18%), and other services (0.67%) [1] - The company is located in Nanshan District, Shenzhen, Guangdong Province, and was established on September 2, 1997, with its stock listed on September 10, 1997 [1] Group 2 - The top circulating shareholder of Huazhi City A is the Fortune Fund, which has a fund that entered the top ten circulating shareholders, holding 52.1028 million shares, accounting for 0.76% of circulating shares [2] - The Fortune China Securities Tourism Theme ETF (159766) has generated a floating profit of approximately 7.2944 million yuan today and 13.5467 million yuan during the eight-day increase [2][3] - The fund was established on July 15, 2021, with a current scale of 2.955 billion yuan and has a year-to-date return of 3.82% [2] Group 3 - The Fortune China Securities Tourism Theme ETF (159766) holds Huazhi City A as its tenth largest heavy stock, with 52.1028 million shares, accounting for 3.97% of the fund's net value [3] - The fund manager, Cao Ludi, has been in position for 5 years and 121 days, with the best fund return during this period being 109% and the worst being -44.98% [2]

Group 1 - The company reported a significant decline in contract sales area and amount for August 2025, with a contract sales area of 72,000 square meters, down 49% year-on-year and 47% month-on-month, and a contract sales amount of 990 million yuan, down 57% year-on-year and 41% month-on-month [1] - Cumulatively, from January to August 2025, the company achieved a contract sales area of 815,000 square meters, a decrease of 6% year-on-year, and a contract sales amount of 12.17 billion yuan, a decrease of 15% year-on-year [1] - The revenue composition for the first half of 2025 shows that tourism-related business accounted for 72.15%, real estate revenue accounted for 27.18%, and other businesses accounted for 0.67% [1] Group 2 - As of the report date, the company's market capitalization stands at 19.9 billion yuan [1]