2026年1月5日公司披露的证券变动月报显示，法定股本、已发行股份及库存股份均无变动，H股和非上 市股份数目保持稳定。公告提及一项2018年提议的股票激励计划，但近期未发行新股或转让股份。该计 划未来若实施可能对公司治理结构产生影响。 行业政策与环境 受房地产行业下行、市场竞争加剧影响，公司新接合同规模收缩。未来需关注房地产政策调整、城市更 新项目落地进度以及公司建筑材料业务(2025年中期营收微增5%但经营亏损扩大)的扭亏进展。 以上内容基于公开资料整理，不构成投资建议。 经济观察网宝业集团(02355.HK)近期值得关注的事件及经营动态如下： 业绩经营情况 公司2025年中期报告显示，营收85.03亿元，同比下降33.42%；归母净利润1.41亿元，同比下降 62.29%。主要业务中，建筑施工、房产开发业务营收分别下降34%和46%，新接工程合同金额同比减少 36%。公司表示将通过降本增效、聚焦城市更新等举措应对行业下行压力，后续业绩能否企稳需持续关 注。 公司状况 ...

经济观察网宝业集团近期披露了证券变动及2025年中期财务报告，显示公司营收与利润均出现下滑，但 股价在公告日小幅上涨。 近期事件 2025年中期报告(截至2025年6月30日)显示，营收85.03亿元，同比下降33.42%；归母净利润1.41亿元， 同比下降62.29%。业务方面，建筑施工、房产开发业务营收分别下降34%和46%，建筑材料业务营收微 增5%但经营亏损扩大。公司维持净现金状态，负债比率约2.3%。 2026年1月5日，公司披露截至2025年12月31日的股份发行人证券变动月报表，显示法定股本、已发行股 份及库存股份均无变动，H股和非上市股份数目保持稳定。公告同时提及一项2018年提议的股票激励计 划，但本月未发行新股或转让股份。当日股价报收4.02港元，上涨0.5%。 业绩经营情况 业绩下滑主要受房地产行业下行、市场竞争加剧影响，新接工程合同金额同比减少36%。公司表示将通 过降本增效、聚焦城市更新等举措应对挑战。 以上内容基于公开资料整理，不构成投资建议。 行业政策与环境 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 寶業集團股份有限公司 (於中華人民共和國註冊成立之股份有限公司) 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02355 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 169,886,000 RMB | | | 1 RMB | | 169,886,000 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 169,886,000 RMB | | | 1 RMB | | 169,886,000 | | 2. 股 ...

Core Viewpoint - The Baoye Group has publicly announced the planning and design scheme for the Xihongqiao project in Qingpu, Shanghai, which will consist of nine high-rise residential buildings [1] Group 1: Project Details - The project is located in the QPPO-0101 unit of Qingpu District, specifically on plot 17-05 [1] - The total acquisition price for the land is 1.73 billion yuan, with a floor price of 31,561 yuan per square meter and a premium rate of 5.17% [1] - The planned construction includes two 15-story buildings, two 16-story buildings, and five 18-story buildings [1]

FF301 2. 股份分類 普通股 股份類別 其他類別 (請註明) 於香港聯交所上市 (註1) 否 證券代號 (如上市) N/A 說明 非上市股份 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 350,742,053 RMB 1 RMB 350,742,053 增加 / 減少 (-) 0 RMB 0 本月底結存 350,742,053 RMB 1 RMB 350,742,053 1. 股份分類 普通股 股份類別 H 於香港聯交所上市 (註1) 是 證券代號 (如上市) 02355 說明 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 169,886,000 RMB 1 RMB 169,886,000 增加 / 減少 (-) 0 RMB 0 致：香港交易及結算所有限公司 公司名稱: 寶業集團股份有限公司 (於中華人民共和國註冊成立之股份有限公司) 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 本月底法定/註冊股本總額： RMB 520,628,053 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份 ...

Group 1 - The core viewpoint of the articles highlights a significant increase in land auction activity across multiple regions in China, driven by improved market conditions and increased demand from real estate companies [1][4][6] - In November, land transaction volume saw a month-on-month increase of 39% in area and 57% in monetary value, indicating a recovery in the land market [1] - By November 25, the total land supply reached 290 million square meters, a 250% increase from the previous month, with 22 key cities planning to auction 125 residential land parcels in December, totaling 172.3 billion yuan [1][4] Group 2 - Real estate companies are actively competing for land, with notable transactions including Guangzhou's South Tai Road plot sold for 3.5 billion yuan and a residential plot in Foshan sold for 1.266 billion yuan [2][3] - Private enterprises are particularly active in land acquisitions, with companies like Beijing Maoyuan and Hangzhou Binjiang successfully bidding for high-value plots [5][6] - The participation of private firms in land auctions reflects a strategic move to secure quality land amid improving market signals, with many firms collaborating with state-owned enterprises to mitigate risks [6][7] Group 3 - The increase in land acquisition activity is attributed to three main factors: ongoing policy improvements, enhanced land supply quality, and a gradual recovery in market confidence [4][6] - The competitive landscape of land auctions shows a clear divide, with core plots in hot cities experiencing intense competition, while some areas still face challenges in demand [7] - The overall sentiment in the real estate sector is cautiously optimistic, suggesting that the current trends may lay a foundation for a more stable market in the coming year [6][7]

Group 1 - The core message emphasizes the importance of the "15th Five-Year Plan" period for Wuhan's development, highlighting it as a critical and golden opportunity for growth [2] - The city aims to implement urban renewal initiatives focused on "five improvements and four enhancements" to drive economic transformation and enhance urban functions [2] - Baoye Group is recognized as a benchmark enterprise in building energy efficiency and industrialization, with a commitment to further investment and collaboration in Wuhan [2][5] Group 2 - Baoye Group has expressed its strategic focus on Wuhan as a key area for business development, planning to allocate more resources and actively participate in urban renewal projects [5] - The local government is committed to creating a favorable business environment, ensuring support for enterprises to thrive in Wuhan [3]

FF301 公司名稱: 寶業集團股份有限公司 (於中華人民共和國註冊成立之股份有限公司) 呈交日期: 2025年12月1日 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02355 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 169,886,000 | RMB | | 1 RMB | | 169,886,000 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 169,886,000 | RMB | | 1 RMB | | 169,886,000 | | 2. ...

Core Insights - The ninth batch of land auctions in Shanghai on November 24, 2023, saw all nine plots sold, totaling a construction area of 552,600 square meters and generating approximately 17.33 billion yuan in revenue [1] - The overall enthusiasm for the land auction has cooled, with the highest premium rates being 15.76% for the Pudong Chuansha plot and 5.17% for the Qingpu Xujing plot, while the remaining seven plots were sold at base prices [1][5] - A diverse range of 16 companies participated in the auction, including three state-owned enterprises and several private companies such as Jiayun Real Estate and Dahua Group [1] Group 1: Auction Details - Jiayun Real Estate won the highly sought-after Pudong plots C05A-18 and C05A-17 with a total bid of 2.475 billion yuan, reflecting a premium rate of 15.76% [2] - Jiayun Real Estate's acquired plots have a comprehensive floor price of 29,913 yuan per square meter, which is lower than nearby properties, indicating potential pricing challenges in the future [2] - Baoye Group secured the Qingpu plot with a total bid of 1.73 billion yuan and a premium rate of 5.17%, resulting in a floor price of 31,561 yuan per square meter [3] Group 2: Market Trends - Seven of the nine plots were sold at base prices, highlighting a significant market differentiation, particularly in the previously popular Yangpu Riverside residential area [4] - The Yangpu plot was sold for 2.177 billion yuan, with a floor price of 68,800 yuan per square meter, and included requirements for affordable rental housing [4] - Analysts noted that the lack of high premium transactions is linked to a decrease in high-end residential sales in Shanghai, leading developers to adjust their expectations [5]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 寶業集團股份有限公司 (於中華人民共和國註冊成立之股份有限公司) 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 FF301 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02355 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 169,886,000 | RMB | | 1 RMB | | 169,886,000 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 169,886,000 | RMB | | 1 RMB | | 169,886,000 | | 2. ...