Group 1: Company Overview - Chongqing Yukaifa Co., Ltd. was established on December 2, 1978, and listed on the Shenzhen Stock Exchange on July 12, 1993, being the first real estate developer in Chongqing and the only state-owned listed real estate developer in the city [2][4]. Group 2: Fundraising Projects - The company plans to raise no more than 640 million yuan for projects including Grammy City, Guanjin He Mansion Phase I, and Nanyue Tianchen Phase I and II, along with supplementary working capital [3][4]. - The fundraising amount was adjusted from a maximum of 700 million yuan to 640 million yuan after reassessment of community commercial properties and kindergartens [3]. Group 3: Market Conditions - In 2025, Chongqing implemented various policies to optimize the real estate market, including adjustments to housing transaction management and support for housing "old-for-new" exchanges, which have boosted confidence among stakeholders [4]. Group 4: Financial Performance - The company experienced a decline in both revenue and net profit in 2024. However, in the first half of 2025, it reported a significant improvement in operating performance due to a non-recurring gain of 240 million yuan from the transfer of a 1% stake in Chongqing Langfu Real Estate Co., Ltd. [5]. - The forecast for the net profit attributable to shareholders for the first half of 2025 is between 175 million yuan and 225 million yuan [5]. Group 5: Strategic Direction - The company aims to position itself as a city development and operation service provider, focusing on a business model centered around "residential + commercial" [6][7]. - To mitigate the seasonal and cyclical nature of the real estate business, the company is diversifying into supporting and expanding businesses, including exhibition services, asset management, property management, and area development, with a future operational model of "development + operation" [7].

·证券代码：000514 证券简称：渝开发 编号：2025-002 | | | ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | --- | | 投资者关系 | | | | | □新闻发布会 □路演活动 | | | 活动类别 | □现场参观 □电话会议 | | | | □其他 | | | 参与单位名称 | 东证资管：裴政 | | | 及人员姓名 | 东吴证券：房诚琦 | | | 时 间 | 2025 年 5 月 27 日 09:30 时 | | | 地 点 | | 5207会议室 | | 公司接待人员姓名 | | 财务总监（代行董事会秘书职责）：李星一 | | | | 证券事务代表：谌畅 | | | | 1、目前在开发项目 25 年可供的货值金额？在售项目 | | | | 的去化情况和折扣情况？ | | | | 2025 年一季度公司与复地合作的朗福公司出表，公司 | | | | 当前剩余住宅可售面积约 38 万方。公司目前在售项目为 | | | | 南樾天宸、贯金和府、星河博棠。 | | | | 公司营销部门紧盯市场变化，随市场情况及时调整营 | | 投资者关系活动 主 ...