南方中证房地产ETF发起联接A（004642）成立日期2017年8月24日，最新规模2.02亿。今年以来收益 0.88%，同类排名4896/5579；近一年收益6.6%，同类排名3959/4225；成立以来亏损42.68%。 南方中证房地产ETF发起联接A（004642）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年276天，现任基金资产总规模1702.51亿元，任职期间最佳基金回报 183.13%， 任职期间最差基金回报-47.6%。 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 1月19日，华夏幸福涨6.96%，截至发稿，报1.69元/股，成交5.13亿元，换手率9.06%，总市值66.14亿 元。 资料显示，华夏幸福基业股份有限公司位于北京市朝阳区东三环北路霞光里18号佳程广场A座23层，成 立日期1993年5月28日，上市日期2003年12月30日，公司主营业务涉及对房地产、工业园区及基础设施 建设投资;房地产中介服务;提供施工设备服 ...

格隆汇1月19日｜华夏幸福(600340)盘中涨停，上演"地天板"，成交额6.45亿元。 ...

Group 1 - The stock of Huaxia Happiness (600340) experienced a limit down today, with a turnover rate of 0.74% and a total transaction amount of 45.33 million yuan [1] - The stock was listed on the Shanghai Stock Exchange's watch list due to a daily price deviation of -9.97%, with a net buying amount of 479,800 yuan from brokerage seats [2] - Over the past six months, the stock has appeared on the watch list 10 times, with an average price drop of 0.95% the next day and an average drop of 7.33% over the following five days [3] Group 2 - For the first three quarters of 2025, the company reported a total revenue of 3.882 billion yuan, a year-on-year decrease of 72.09%, and a net profit of -9.829 billion yuan [4] - The company issued a performance forecast on January 14, 2025, expecting a net profit between -24 billion yuan and -16 billion yuan, representing a year-on-year change range of -398.24% to -232.16% [5]

证券之星消息，1月16日房地产开发板块较上一交易日下跌0.91%，华夏幸福领跌。当日上证指数报收于 4101.91，下跌0.26%。深证成指报收于14281.08，下跌0.18%。房地产开发板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000620 盈新发展 | | 5.75 Z | 30.35% | -1.73亿 | -9.11% | -4.02 Z | -21.23% | | 600266 城建发展 | | 3.70 Z | 18.50% | -1.66亿 | -8.31% | -2.04亿 | -10.20% | | 002208 合肥城建 | | 3.14亿 | 20.94% | -1.50 乙 | -10.02% | -1.64亿 | -10.92% | | 600895 张江高科 | | 1.53亿 | 6.85% | -5895.64万 | -2.64% | -9385.33万 ...

Group 1 - The company announced the election of Mr. Zhuang Yong as the employee director of the eighth board of directors, effective from January 15, 2026, until the term of the eighth board ends [1][3] - Mr. Zhuang Yong has a background in finance and has held various positions within the company since 2014, currently responsible for the Peacock City project [3] - The election complies with legal requirements, ensuring that the number of employee representatives on the board does not exceed half of the total board members [1] Group 2 - The company reported the resignation of non-independent director Mr. Feng Nianyi due to personal reasons, effective January 14, 2026 [5] - Mr. Feng held 552,700 shares in the company, including 58,500 restricted shares, and will continue to fulfill his commitments related to major asset sales even after his resignation [6][7] - The board expressed gratitude for Mr. Feng's contributions during his tenure [7] Group 3 - The company's stock experienced a significant decline, with a cumulative drop of 20% over three consecutive trading days from January 13 to January 15, 2026, triggering an abnormal trading situation [8] - Preliminary estimates indicate that the company expects a net loss of between 16 billion to 24 billion yuan for the fiscal year 2025, with a projected net asset value of between -10 billion to -15 billion yuan by year-end [8][9] - The company is under scrutiny for potential delisting risks due to negative net asset projections and ongoing pre-restructuring proceedings [9][16]

1月15日晚，华夏幸福（SH600340，股价1.76元，市值68.88亿元）公告称，董事冯念一因个人原因辞去公司第八届董事会非独立董事职务，辞职时间为1月 14日，原定任期到期日为3月9日。 《每日经济新闻》记者（以下简称"每经记者"）注意到，冯念一辞职后将继续担任公司副总裁职务。截至公告披露日，冯念一持有公司股份552,700股，其 中限制性股票58,500股。冯念一在公司重大资产出售交易中作出相关承诺，包括自公司首次披露《重大资产出售暨关联交易》事项之日起至重组实施完毕期 间不存在减持所持有的公司股份计划的承诺、关于减少和规范关联交易的承诺以及关于重大资产重组摊薄即期回报填补措施的承诺等，上述承诺尚未履行完 毕。冯念一辞任公司第八届董事会董事职务后继续履行上述承诺。 在此之前，对于董事王葳（平安系董事）质疑华夏幸福公告预重整合规性的问题，冯念一曾回应每经记者："预重整是公司彻底化解债务风险、实现脱困发 展的一次极为难得的机会，有利于保护广大债权人及全体股东权益，如果被任意推翻，错过了这次机会，公司可能就再难恢复生机。" 冯念一表示，上市公司预重整有两种申请模式，一种是被债权人申请预重整，一种是上市公司主 ...

Core Viewpoint - The article discusses the recent stock price decline of Huaxia Happiness and its significant anticipated losses for the fiscal year 2025, highlighting the company's financial instability and ongoing legal issues with Ping An Insurance [3][4][6]. Financial Performance - Huaxia Happiness expects a substantial loss for the fiscal year 2025, with a projected net profit attributable to shareholders ranging from -24 billion to -16 billion yuan, and a net profit excluding non-recurring losses between -25 billion and -17 billion yuan [4]. - The company's net assets are expected to be negative, estimated between -15 billion and -10 billion yuan by the end of 2025, a significant decline from a net asset value of 4.095 billion yuan in 2024 [5]. Reasons for Losses - The anticipated losses are attributed to several factors, including the impact of project turnover timing, a decrease in project turnover, declining revenue, high financial costs due to substantial debt, reduced investment income from debt restructuring, and significant impairment losses on certain assets [5]. Stock Trading and Risk - Following a 20% cumulative decline in stock price over three consecutive trading days, Huaxia Happiness disclosed that this constitutes abnormal stock trading activity as per Shanghai Stock Exchange regulations [3]. - The company may face delisting risk due to the negative net asset situation, which could lead to a warning from the exchange after the 2025 annual report is released [5]. Legal Issues - Huaxia Happiness is currently involved in a pre-restructuring process, which is uncertain, and has not yet received court documents regarding its restructuring application [6]. - The company is also facing arbitration related to performance guarantees with Ping An Insurance, which claims approximately 6.4 billion yuan in compensation for unmet profit targets and associated penalties [7].

Core Viewpoint - The company, Huaxia Happiness, is facing significant financial difficulties, including a projected large-scale loss for 2025 and potential delisting risks due to negative net assets [3][4]. Group 1: Stock Performance and Trading Activity - Huaxia Happiness disclosed that its stock experienced a cumulative decline of 20% over three consecutive trading days, triggering abnormal trading conditions as per Shanghai Stock Exchange regulations [2]. - The company confirmed that, apart from the previously disclosed major issue regarding creditor applications for pre-restructuring and restructuring, there are no other undisclosed significant matters [2]. Group 2: Financial Forecast and Losses - The company anticipates a net loss attributable to shareholders of between -24 billion and -16 billion yuan for the year 2025, with a net asset value projected to be between -15 billion and -10 billion yuan by year-end [3]. - In 2024, the company also reported losses, with a total profit of -7.432 billion yuan and a net profit of -4.817 billion yuan, but had positive net assets of 4.095 billion yuan [3]. Group 3: Restructuring and Legal Issues - The company is undergoing pre-restructuring, which has been accepted by the Langfang Intermediate Court, but the success of this process remains highly uncertain [4]. - There is an ongoing arbitration case involving the company's controlling shareholder and actual controller, Wang Wenxue, related to a dispute with Ping An Asset Management and Ping An Life Insurance regarding performance compensation [4][5]. Group 4: Performance Guarantee Dispute - The arbitration case concerns performance guarantees tied to the company's financial performance, with Ping An seeking approximately 6.4 billion yuan in compensation and related fees due to unmet profit targets from previous years [5].

证券日报网讯 1月15日，华夏幸福发布公告称，公司股票交易于2026年1月13日、2026年1月14日、2026 年1月15日连续三个交易日内日收盘价格跌幅偏离值累计达到20%。属于股票交易异常波动情形。经公 司自查及向控股股东、实际控制人发函核实，截至本公告披露日，除公司披露的《华夏幸福关于公司被 债权人申请预重整及重整暨法院受理公司预重整的公告》（公告编号：2025-067）所提及的重大事项 外，不存在应披露而未披露的其他重大事项。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月15日，华夏幸福发布公告称，公司于2026年1月15日召开2026年第一次职工代表大 会，经与会职工代表审议通过，选举庄永先生为公司第八届董事会职工董事。 ...