2026 年 2 月，公司无新增土地情况。 三、2026 年 2 月旅游综合业务情况 2026 年 2 月，公司旗下文旅企业合计接待游客 766 万人次；2026 年 1-2 月，公司旗下文旅企业合计接待游客 1320 万人次。公司紧抓 春节市场趋势，聚焦"反向过年"消费需求，整合多元业态资源，融 合非遗民俗、AI 体验与休闲娱乐，打造新春节庆活动，丰富游客文 化体验。 证券代码：000069 证券简称：华侨城 A 公告编号：2026-13 深圳华侨城股份有限公司 2026 年 2 月主要业务经营情况公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 一、2026 年 2 月房地产销售情况 2026 年 2 月，公司实现合同销售面积 2.6 万平方米，合同销售 金额 3.9 亿元。2026 年 1-2 月，公司累计实现合同销售面积 7.2 万 平方米，合同销售金额 9.8 亿元。 二、2026 年 2 月新增土地情况 注：月度经营数据为阶段性信息，可能与后续定期报告数据存在 差异，敬请投资者以公司正式发布的定期报告为准。 特此公告。 1 深圳华侨城股份有限公司 ...

Core Insights - Fosun International has continued its strong growth momentum in 2026, particularly in sectors such as cultural tourism, consumer goods, and innovative pharmaceuticals, driven by the commercialization of innovative results and deepening global operations [1][2] Group 1: Cultural Tourism and Consumer Growth - During the Spring Festival, Fosun's cultural tourism segment showed robust growth, with Shanghai Yuyuan Mall receiving nearly 1.2 million visitors, a year-on-year increase of over 20% [1] - Club Med's five domestic resorts achieved an average occupancy rate of 90% during the Spring Festival core holiday period [1] - Atlantis Sanya reported a total revenue of 124 million yuan during the Spring Festival holiday, marking a 20% year-on-year growth and setting a record for the best performance during the Spring Festival [1] Group 2: Innovative Pharmaceuticals - Fosun's innovative pharmaceutical sector has seen significant advancements, with its subsidiary, Fuhong Hanlin, receiving clinical trial approvals for HLX15-SC from both the Chinese National Medical Products Administration and the FDA [2] - HLX15, a biosimilar to Daratumumab, has a projected global sales potential of approximately 12.88 billion yuan in 2024 [2] - In 2025, Fosun Pharma's innovative drug revenue exceeded 6.7 billion yuan, reflecting an 18.09% year-on-year increase, with innovative drugs accounting for 32% of the pharmaceutical segment [3] Group 3: Strategic Collaborations and Future Growth - Fosun Pharma's subsidiary, Yaoyou Pharmaceutical, signed a global exclusive licensing agreement with Pfizer for the oral GLP-1 drug YP05002, with potential total payments exceeding 2 billion dollars [4] - A strategic partnership with Clavis Bio aims to develop innovative therapies based on cutting-edge targets, with potential payments up to 7.25 billion dollars [4] - The innovative drug growth is further supported by the successful global development of core products from Fuhong Hanlin, which saw a stock price increase of approximately 150% in 2025 [4] Group 4: Globalization and Financial Performance - Fosun's overseas business revenue reached a historic high of 53% in the first half of 2025, reflecting its deep industry layout and operations in over 40 countries [6] - The overseas revenue from Fosun Pharma's innovative drugs grew by 184%, surpassing 10 billion yuan [7] - The financial health of Fosun is reinforced by strategic asset divestitures and a reduction in debt costs, with total debt to total capital ratio at 53% as of mid-2025 [8][9]

Sales Performance - In January 2026, the company achieved a contracted sales area of 45,000 square meters, a decrease of 45% year-on-year; the contracted sales amount was 590 million yuan, down 53% year-on-year [1] - For the full year of 2025, the company reported a total contracted sales area of 1.21 million square meters, a decrease of 30% year-on-year; the contracted sales amount was 17.73 billion yuan, down 33% year-on-year [1] Tourism Business - In January 2026, the company's tourism enterprises received a total of 5.54 million visitors, a decrease of 15% year-on-year, primarily due to the timing difference of the Spring Festival holiday [1] - For the full year of 2025, the company’s tourism enterprises received a total of 79.7 million visitors, a decrease of 1% year-on-year, with December 2025 seeing 5.71 million visitors, down 6% year-on-year [1] Financial Outlook - The company expects a net loss attributable to shareholders of 13 billion to 15.5 billion yuan for the year 2025; the net loss after excluding non-recurring items is projected to be between 13.2 billion and 15.7 billion yuan [1] - This marks the fourth consecutive year of losses for the company, following a loss of 10.9 billion yuan in 2022, with the loss in 2025 being larger than the previous year [2]

Group 1: Real Estate Sales - In January 2026, the company achieved a contracted sales area of 45,000 square meters, a year-on-year decrease of 45% [2] - The contracted sales amount for January 2026 was 590 million yuan, representing a year-on-year decrease of 53% [2] Group 2: Land Acquisition - There were no new land acquisitions reported by the company in January 2026 [2] Group 3: Tourism Business - In January 2026, the company's tourism enterprises received a total of 5.54 million visitors, a year-on-year decrease of 15%, primarily due to the timing differences of the Spring Festival holiday [3] - The company plans to focus on the Spring Festival period by integrating various resources to create diverse festive activities, incorporating intangible cultural heritage skills and folk experiences to enhance cultural experiences for visitors [3]

Group 1 - Huangshan Tourism's stock price fell by 0.9% to 13.24 CNY per share, with a trading volume of 182 million CNY and a turnover rate of 2.69%, resulting in a total market capitalization of 9.657 billion CNY [1] - The stock has experienced a continuous decline for four days, with a cumulative drop of 7.99% during this period [1] - Huangshan Tourism Development Co., Ltd. was established on November 18, 1996, and listed on May 6, 1997, with its main business segments including tourism services (81.67%), landscape development (13.07%), and other segments [1] Group 2 - Among the top ten circulating shareholders of Huangshan Tourism, the Fuqua Fund's ETF has increased its holdings by 193,130 shares, totaling 5.2561 million shares, which represents 0.72% of the circulating shares [2] - The ETF has incurred a floating loss of approximately 630,700 CNY today and a total floating loss of 6.0445 million CNY over the four-day decline [2] - The Fuqua China Securities Tourism Theme ETF was established on July 15, 2021, with a current scale of 5.694 billion CNY, yielding 2.91% year-to-date and 23.79% over the past year [2]

Group 1 - The core viewpoint of the news is that Shaanxi Tourism experienced a decline in stock price and trading volume, with a drop of 2.53% on February 10, resulting in a transaction amount of 352 million yuan [1] - On February 10, Shaanxi Tourism had a financing buy-in amount of 30.88 million yuan and a financing repayment of 45.58 million yuan, leading to a net financing outflow of 14.70 million yuan [1] - As of February 10, the total balance of margin trading for Shaanxi Tourism was 108 million yuan, which accounts for 3.55% of its circulating market value [1] Group 2 - As of January 6, the number of shareholders for Shaanxi Tourism reached 38,600, reflecting an increase of 642,916.67% compared to the previous period [2] - For the period from January to September 2025, Shaanxi Tourism reported an operating income of 889 million yuan, representing a year-on-year decrease of 18.80%, and a net profit attributable to shareholders of 369 million yuan, down 26.93% year-on-year [2] - The main business revenue composition of Shaanxi Tourism includes 57.14% from tourism performances, 34.72% from tourism cable cars, 3.79% from passenger road transport, 3.69% from tourism catering, and 0.66% from other sources [1]

Group 1 - The stock of China Three Gorges Tourism fell by 5.01%, trading at 8.92 CNY per share, with a transaction volume of 116 million CNY and a turnover rate of 1.78%, resulting in a total market capitalization of 6.463 billion CNY [1] - China Three Gorges Tourism Group Co., Ltd. was established on August 10, 1998, and went public on November 3, 2011. The company's main business includes passenger station operations, inter-provincial bus services, domestic express delivery, insurance agency services, port machinery leasing, ticketing services, and tourism operations [2] - The revenue composition of the company includes: tourism comprehensive services (34.47%), comprehensive transportation services (21.36%), travel agency services (15.80%), sightseeing cruise services (12.18%), and other segments [2] Group 2 - According to data, one fund under Debon Fund holds a significant position in China Three Gorges Tourism, with Debon Consumer Mixed A (008840) holding 500,000 shares, accounting for 4.57% of the fund's net value, ranking as the ninth largest holding [3] - The fund has reported a floating loss of approximately 235,000 CNY today [3] - Debon Consumer Mixed A (008840) was established on June 18, 2020, with a current scale of 37.0831 million CNY, and has experienced a year-to-date return of 3.07% [3]

Core Viewpoint - Lijiang Co., Ltd. is a pioneer in the tourism industry in the Lijiang region and is the first listed company in Lijiang and northwest Yunnan [2] Company Overview - The company has a diverse business scope that includes cable car services, hotel construction and operation, cultural performances, catering services, tourism support services, scenic area visitor distribution, and travel agency operations [2]

Core Viewpoint - Shaanxi Tourism experienced a decline of 3.69% in stock price on February 6, with a trading volume of 484 million yuan, indicating market volatility and investor sentiment towards the company [1]. Financing Summary - On February 6, Shaanxi Tourism had a financing buy-in amount of 43.09 million yuan, with a net financing buy of 18.46 million yuan after 24.62 million yuan in financing repayments [1]. - The total financing and margin trading balance for Shaanxi Tourism reached 123 million yuan, accounting for 3.96% of its circulating market value [1]. - There were no short selling activities reported on February 6, with zero shares sold or repaid, indicating a lack of bearish sentiment in the market [1]. Company Overview - Shaanxi Tourism Cultural Industry Co., Ltd. was established on January 19, 1988, and is located at No. 1 Hangchuang Road, Chang'an District, Xi'an [1]. - The company was listed on January 6, 2026, and its main business includes tourism performances, cable cars, and dining services, leveraging premium tourism resources such as Huaqing Palace and Mount Huashan [1]. - The revenue composition of Shaanxi Tourism is as follows: tourism performances account for 57.14%, cable car services 34.72%, passenger road services 3.79%, dining services 3.69%, and other services 0.66% [1]. Shareholder Information - As of January 6, Shaanxi Tourism had 38,600 shareholders, reflecting a significant increase of 642,916.67% compared to the previous period [2]. - The average number of circulating shares per shareholder is 501, showing no change from the previous period [2]. Financial Performance - For the period from January to September 2025, Shaanxi Tourism reported an operating income of 889 million yuan, representing a year-on-year decrease of 18.80% [2]. - The net profit attributable to the parent company was 369 million yuan, down 26.93% year-on-year, indicating challenges in profitability [2].

Core Viewpoint - Yunnan Tourism reported that as of January 30, 2026, the number of shareholders is 65,388 [2] Company Information - The company has a total of 65,388 shareholders as of the specified date [2]