资料显示，江苏大港股份有限公司位于江苏省镇江新区港南路401号经开大厦11层，成立日期2000年4月 20日，上市日期2006年11月16日，公司主营业务涉及房地产业务、物流及化工服务、高科技及节能环保 业务、集成电路测试服务。主营业务收入构成为：集成电路测试及相关46.69%，NMP废液提纯 17.86%，码头仓储供水等园区服务12.56%，环保固废填埋10.29%，租赁6.36%，其他6.25%。 11月24日，大港股份跌5.66%，截至发稿，报15.84元/股，成交1.38亿元，换手率1.47%，总市值91.93亿 元。 截至发稿，赵宗庭累计任职时间8年224天，现任基金资产总规模3558.65亿元，任职期间最佳基金回报 113.67%， 任职期间最差基金回报-32.63%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从大港股份十大流通股东角度 数据显示，华夏基金旗下1只基金位居大港股份十大流通股东。华夏中证1000ETF（159845）三 ...

一线城市二手房价格下跌幅度超全国平均水平，对市场信心造成负面影 响。尽管上半年房地产市场总体稳定，但三季度以来价格加速下行，70 城二手房价格环比下降加剧市场担忧。 行政性放松政策未能扭转颓势，降低房贷利率是主要期待。2025 年 LPR 仅小幅下降，银行净息差压力限制让利空间，财政贴息或能减轻居 民购房负担，但成本取决于贴息力度和年限。 若实施按揭贷款利率贴息，预计每年成本 500-600 亿元，基于 15 万亿 销售额和 60%首付比例，新增按揭贷款规模约 6 万亿元，扣除公积金贷 款后商业银行贷款 5 万亿元，100 个基点贴息。 对房地产股市持乐观态度，政策推进将提升市场容忍度，增加新旧住房 交易流动性，改善上市公司业绩。关注香港地产、商业地产及具备困境 反转潜力的公司，这些公司负债压力小、现金流充裕且估值便宜。 贝壳找房受一线城市价格下行影响，但经纪业务弹性较早显现。2026 年利润率提升主要因素包括经纪业务人效提升、AI 技术应用（预计每年 带来 2-3 个百分点经营利润率增长）以及家装和租赁业务利润释放。 地产链：扭转预期，需要踏出那一步 20251120 摘要 Q&A 近期房地产市场的整体表现 ...

Group 1 - The company announced that its Vice President and General Counsel, Liu Feng, has resigned from all positions due to work changes [1] - For the fiscal year 2024, the company's revenue composition is as follows: Real estate development (housing sales) accounts for 73.5%, real estate development (land primary development) accounts for 23.68%, rental income accounts for 2.22%, other businesses account for 0.31%, and property management accounts for 0.19% [1] - The company's market capitalization is currently valued at 10 billion yuan [2]

每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 （记者 贾运可） 截至发稿，锦和商管市值为28亿元。 每经AI快讯，锦和商管（SH 603682，收盘价：5.87元）11月21日晚间发布公告称，公司于近日收到锦 和集团通知，获悉其将所持有公司的部分股份办理了质押业务，此次质押950万股。截至本公告日，锦 和集团累计质押股数为6150万股，占其所持股份比例为22.44%。 2024年1至12月份，锦和商管的营业收入构成为：租赁占比74.26%，物业服务及其他占比25.74%。 ...

每经AI快讯，11月17日，广东省地方金融管理局发布《广东省推动养老金融高质量发展的实施方案》 (以下简称《实施方案》)。《实施方案》提出，加大对居家养老、社区助老、适老化改造、智慧健康、 康复护理等"家门口"服务场景的金融支持力度。鼓励金融机构创新开发面向村镇养老服务点、长者饭 堂、小微服务机构的分期、租赁、贴息等普惠金融产品；引导政策性资金和社会资本投向乡村旅居式养 老、辅助器具制造等农村养老新业态，加快补齐农村养老服务短板。 ...

11月14日，空港股份盘中上涨2.02%，截至10:38，报12.11元/股，成交2277.50万元，换手率0.63%，总 市值36.33亿元。 资金流向方面，主力资金净流出291.95万元，大单买入233.90万元，占比10.27%，卖出525.85万元，占 比23.09%。 空港股份今年以来股价涨21.95%，近5个交易日跌3.12%，近20日涨8.22%，近60日涨6.70%。 今年以来空港股份已经6次登上龙虎榜，最近一次登上龙虎榜为6月19日，当日龙虎榜净买入2030.57万 元；买入总计4284.52万元 ，占总成交额比54.20%；卖出总计2253.95万元 ，占总成交额比28.51%。 空港股份所属申万行业为：房地产-房地产开发-产业地产。所属概念板块包括：小盘、园区开发、雄安 新区、京津冀、国资改革等。 截至9月30日，空港股份股东户数1.42万，较上期减少36.26%；人均流通股21101股，较上期增加 56.89%。2025年1月-9月，空港股份实现营业收入3.44亿元，同比增长46.80%；归母净利润-6365.52万 元，同比减少5.36%。 分红方面，空港股份A股上市后累计派现2.9 ...

Core Insights - Haining Leather City experienced a trading volume of 55.90 million yuan on November 11, with a financing net buy of -3.18 million yuan, indicating a higher level of financing activity compared to the past year [1] - The company reported a revenue of 735 million yuan for the first nine months of 2025, a year-on-year decrease of 2.59%, and a net profit of 59.73 million yuan, down 17.18% year-on-year [2] Financing and Margin Trading - On November 11, Haining Leather City had a financing buy amount of 8.45 million yuan, with a total financing balance of 294 million yuan, representing 4.77% of its market capitalization [1] - The financing balance is above the 70th percentile of the past year, indicating a relatively high level of financing [1] - The company had a margin trading balance of 343,000 yuan with a short selling volume of 71,300 shares, which is above the 90th percentile of the past year [1] Shareholder and Dividend Information - As of September 30, 2025, the number of shareholders decreased by 8.06% to 34,300, while the average circulating shares per person increased by 8.77% to 37,411 shares [2] - Since its A-share listing, Haining Leather City has distributed a total of 1.339 billion yuan in dividends, with 162 million yuan distributed over the past three years [3] - The fifth largest circulating shareholder, Hong Kong Central Clearing Limited, reduced its holdings by 4.5713 million shares to 5.782 million shares as of September 30, 2025 [3]

Core Viewpoint - Dagang Co., Ltd. has experienced a decline in stock price and significant net outflow of funds, despite a year-to-date increase in stock price and positive revenue and profit growth in the first nine months of 2025 [1][2]. Group 1: Stock Performance - On November 4, Dagang's stock price fell by 2.00% to 17.15 CNY per share, with a trading volume of 5.22 billion CNY and a turnover rate of 5.17%, resulting in a total market capitalization of 99.53 billion CNY [1]. - Year-to-date, Dagang's stock price has increased by 16.91%, with no change in the last five trading days, a 2.94% increase over the last 20 days, and a 21.72% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Dagang achieved operating revenue of 270 million CNY, representing a year-on-year growth of 12.57%, and a net profit attributable to shareholders of 60.48 million CNY, reflecting a year-on-year increase of 52.38% [2]. - Since its A-share listing, Dagang has distributed a total of 109 million CNY in dividends, with no dividends paid in the last three years [3]. Group 3: Shareholder Structure - As of October 20, 2025, the number of Dagang's shareholders decreased by 9.81% to 90,300, while the average circulating shares per person increased by 10.88% to 6,425 shares [2]. - The top ten circulating shareholders include Southern CSI 1000 ETF, holding 3.18 million shares (a decrease of 36,200 shares), and Hong Kong Central Clearing Limited, holding 2.38 million shares (an increase of 156,200 shares) [3].

Company Overview - Chengjian Development (SH 600266) announced its 27th meeting of the 9th Board of Directors held on October 30, 2025, where it reviewed the proposal for inventory impairment provision [1] - As of the report date, Chengjian Development has a market capitalization of 10.9 billion yuan [1] Revenue Composition - For the year 2024, the revenue composition of Chengjian Development is as follows: - Real estate development (housing sales) accounts for 73.5% - Real estate development (land primary development) accounts for 23.68% - Rental income accounts for 2.22% - Other businesses account for 0.31% - Property management accounts for 0.19% [1]

Core Insights - The core viewpoint of the article highlights the significant decline in the sales performance of Phoenix Holdings in the third quarter of 2025, with a notable drop in both sales area and sales amount compared to the previous year [1] Sales Performance - In the period from July to September 2025, the company reported a total contract sales area of 3,871.83 square meters, representing a decrease of 30.34% year-on-year [1] - The total contract sales amount for the same period was 61.1491 million yuan, which is a decrease of 48.46% compared to the previous year [1] Revenue Breakdown - The company's operating revenue for the third quarter of 2025 reached 131.3978 million yuan, marking an increase of 234.31% year-on-year [1] - The revenue from residential, apartment, and office sales amounted to 119.7882 million yuan, while rental income was 10.6897 million yuan, sales from parking spaces were 0.6927 million yuan, and storage room sales contributed 0.1334 million yuan [1]