Core Viewpoint - The Shenzhen state-owned enterprise reform sector has shown strong performance, driven by the release of a new action plan aimed at promoting high-quality mergers and acquisitions from 2025 to 2027 [1] Group 1: Market Performance - The Shenzhen state-owned enterprise reform sector opened high and continued to rise, with stocks like Jian Ke Yuan, Guang Tian Group, and Shen Sai Ge hitting the daily limit [1] - Following the announcement of the action plan, there was a rapid influx of short-term capital into the market, leading to multiple stocks reaching their daily limit [1] Group 2: Policy Impact - The Shenzhen Municipal Government issued the "Shenzhen City Action Plan for Promoting High-Quality Development of Mergers and Acquisitions (2025-2027)," aiming for the total market value of listed companies in the region to exceed 20 trillion yuan by the end of 2027 [1] - The action plan focuses on ten key tasks related to mergers and acquisitions, particularly in strategic emerging industries such as integrated circuits, artificial intelligence, new energy, and biomedicine [1] Group 3: Investment Sentiment - The market's positive response to the policy has created a consensus expectation regarding Shenzhen's state-owned enterprise reform, which is likely to attract further speculative investments [1] - Jian Ke Yuan's 20% limit-up performance is expected to draw additional follow-on investments from market participants [1]

Market Overview - The A-share market opened lower with the Shanghai Composite Index down 0.25%, the Shenzhen Component down 0.29%, and the ChiNext Index down 0.28% [3][4] - The Hong Kong market also opened lower, with the Hang Seng Index down 0.25% and the Hang Seng Tech Index down 0.68% [5][6] Sector Performance - Sectors such as nuclear fusion, ultra-high voltage, and storage chips experienced significant declines, while sectors like CPO, wind power, and superhard materials also saw a general pullback [4] - In contrast, the real estate and oil & gas sectors remained active [4] Notable Stocks - Shenzhen's state-owned enterprise reform concept stocks opened high, with several stocks hitting the daily limit, including: - JianKaoYuan (建科院) up 20.02% to 20.74 - ShenWaterRegulation (深水规境) up 12.59% to 30.95 - GuangTianGroup (广田集团) up 10.05% to 2.08 - ShenSaiGe (深赛格) up 10.04% to 11.18 - ShenWu/A (深物业A) up 10.03% to 11.30 [2] Government Initiatives - The Shenzhen government issued the "Shenzhen Action Plan for Promoting High-Quality Development of Mergers and Acquisitions (2025-2027)," which is expected to positively impact related sectors [1]

9月23日，深圳国资系上市公司深赛格（000058.SZ）发布公告，公司副总经理、财务负责人兼董事会秘 书肖军因内部工作调整辞去三项核心职务，辞职后将专职担任控股子公司深圳市赛格地产投资股份有限 公司党总支书记、董事长、总经理。 金融老将深耕地产子公司，专业人才补位核心岗 为保障经营连续性，公司已于9月22日召开董事会，聘任于海洋为副总经理、冯岩为副总经理兼财务负 责人，冯岩同时代行董事会秘书职责，填补高管空缺。 业绩方面，今年上半年，深赛格实现营业收入7.51亿元，同比下滑6.32%；归母净利润4734.56万元，同 比下滑7.04%，但扣非归母净利润达5569.42万元，同比增长5.56%。报告期内，营收与归母净利润小幅 下滑，主要原因是物业经营管理与城市服务业务不及上年。 出生于1972年的肖军，拥有近三十年金融与产业管理经验。其职业生涯始于工商银行深圳分行信用卡 部，后历任浦发银行个人银行部高级经理、平安银行零售风险管理部室主任、广州银行公司业务一部总 经理，在信贷风控、资金运作等领域积累了丰富的经验。 2015年后，肖军跨界进入产业端，担任赛格小额贷款公司副总经理，随后逐步接管地产、新能源等核心 板 ...