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大悦城(000031) - 000031大悦城投资者关系管理信息20250923
2025-09-23 09:48
证券代码: 000031 证券简称:大悦城 6.请问公司今年下半年的拿地计划是什么? 答:公司对新增土地储备的投资管理坚持资源聚焦、 优中选优,注重投资质量的同时严控风险,跟进项目均会 进行长期沟通和深入研判。今年以来,为规避公开市场土 地竞拍高溢价率风险,公司以跟进重点城市核心板块的项 目为主,一方面确保土地获取前期能对市场、客群、产品 做充分研判和打磨,另一方面确保以相对低且稳定的价格 获取土地,为项目投资预留一定安全垫。8月15日,大悦 城控股成功竞得三亚中央商务区东岸单元DA02-29-05A /B地块,总地价7.84亿元,属于公司战略深耕区域。下 半年,公司将继续坚持投资强聚焦,立足已进驻城市深耕, 围绕抗风险能力强、周转效率高、盈利空间合理等硬性要 求优中选优,持续优化资源布局,重在确保投资质量和投 资成功率。 7.公司有没有考虑市值管理? 答:公司高度重视市值管理,将继续严格落实《关于 改进和加强中央企业控股上市公司市值管理工作的若干 意见》和有关政策规定要求,做好市值管理工作,如有相 大悦城控股集团股份有限公司投资者关系活动记录表 编号:2025-003 | 投资者关系活动类别 | 特定对象调 ...
大悦城(000031) - 投资者关系活动记录表
2025-05-23 09:24
Group 1: Company Strategy and Market Position - The company has updated its strategic positioning to "an excellent urban operator and provider of quality life services," focusing on a "1123" strategic framework to enhance its commercial leadership and stabilize profits amid industry cycles [1][2]. - The company aims to concentrate on high-quality development through targeted land acquisition and operational excellence, particularly in urban renewal and management output [2][3]. Group 2: Financial Performance - In 2024, the company achieved total revenue of CNY 35.791 billion, a decrease of CNY 0.993 billion or 2.70% year-on-year, with a net profit attributable to shareholders of CNY -2.977 billion [5][7]. - The company reported a net cash inflow from operating activities of CNY 6.617 billion, maintaining positive cash flow for several consecutive years [5][7]. Group 3: Market Environment and Industry Outlook - The real estate market in China is still in a bottoming phase, with government policies aimed at stabilizing the market and addressing downward risks showing positive effects [3][4]. - The company ranks 20th in the 2024 Real Estate Top 100 list and 18th in the comprehensive strength ranking of listed real estate companies, indicating a continuous improvement in market position [4]. Group 4: Financing and Debt Management - As of December 31, 2024, the company had total interest-bearing liabilities of CNY 66.613 billion, with a debt-to-asset ratio of 76.73%, remaining stable compared to the previous year [6][9]. - The company has successfully reduced its average financing cost to 4.06%, down 55 basis points from the previous year, while maintaining a solid credit rating [9][10]. Group 5: Operational Efficiency and Cash Flow Management - The company has implemented a refined cash flow management system, achieving continuous positive operating cash flow and optimizing its debt structure [10][11]. - In 2024, the company successfully launched three new commercial projects, contributing to stable cash flow and enhancing operational efficiency [11][12]. Group 6: Future Plans and Development Goals - The company plans to open two new projects in 2025, specifically in Shenzhen and Nanchang, to further expand its market presence [20][21]. - The company aims to enhance its product offerings by focusing on high-quality residential developments and improving customer satisfaction through innovative housing solutions [14][19].