2月9日，京能置业涨5.02%，截至发稿，报6.69元/股，成交4743.73万元，换手率1.60%，总市值30.30亿 元。 金元顺安元启灵活配置混合（004685）成立日期2017年11月14日，最新规模15.64亿。今年以来收益 6.51%，同类排名2019/8994；近一年收益53.93%，同类排名1166/8194；成立以来收益610.12%。 金元顺安元启灵活配置混合（004685）基金经理为缪玮彬。 截至发稿，缪玮彬累计任职时间9年58天，现任基金资产总规模15.64亿元，任职期间最佳基金回报 602.81%， 任职期间最差基金回报-28.79%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，京能置业股份有限公司位于北京市丰台区汽车博物馆东路2号院4号楼2单元，成立日期1997 年4月1日，上市日期1997年1月30日，公司主营业务涉及房地产开发与经营。主营业务收入构成为：住 宅收入9 ...

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 2月9日，A股市场房地产（核心股）股走强，其中，沙河股份涨停，珠免集团涨超6%，新城控股涨超 5%，盈新发展、金地集团、京投发展、滨江集团、绿地控股、黑牡丹、华发股份涨超4%，深振业A、 招商蛇口、华联控股、万科A、京能置业、北辰实业涨超3%。 消息面上，1）江苏省政府召开房地产（核心股）从业人员座谈会，研究稳定提振房地产市场政策举 措；2）全国两会政策前瞻闭门研讨会：建议增发国债、降息、稳楼市；3）福建印发《关于推动城市高 质量发展的实施意见》提出，稳步推进城中村和危旧房改造，支持老旧住房自主更新、原拆原建；4） 深圳市2月5日举行城市更新工作现场推进会指出，因地制宜推进城市有机更新，加快建设安全、舒适、 绿色、智慧的"好房子"。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 000014 | 沙河股份 | 1 | 66.6 | 35.17亿 | 8.03 | | 600185 | 珠免集团 | 1 | 6.64 | 151亿 | 17. ...

格隆汇2月9日｜A股市场房地产股走强，其中，沙河股份涨停，珠免集团（维权）涨超6%，新城控股 涨超5%，盈新发展（维权）、金地集团、京投发展、滨江集团、绿地控股、黑牡丹（维权）、华发股 份涨超4%，深振业A、招商蛇口、华联控股、万科A、京能置业、北辰实业涨超3%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 000014 | 沙河股份 | 1 | 9.99 | 35.17亿 | 8.03 | | 600185 | 珠免集团 | 1 | 6.64 | 151亿 | 17.91 | | 601155 | 新城控股 | | 5.46 | 410亿 | 30.18 | | 000620 | 盈新发展 | | 4.98 | 198亿 | 25.75 | | 000609 | ST中调 | + | 4.98 | 25.86 乙 | -2.92 | | 600383 | 金地集团 | | 4.82 | 157亿 | 13.73 | | 600683 | 京投发展 | 1 | 4.79 | 46.97亿 | 48 ...

Core Viewpoint - The A-share real estate sector has seen significant gains, particularly driven by the launch of a program in Shanghai to acquire second-hand housing for affordable rental housing projects, targeting new citizens, young people, and graduates [1] Group 1: Market Performance - Real estate stocks in the A-share market experienced substantial afternoon gains, with notable performers including I Love My Home and Huafa Co., which hit the daily limit [1] - Other companies such as Rong'an Real Estate, Jingtou Development, and Caixin Development also reached their daily limit previously, while China Merchants Shekou and City Investment Holdings rose over 7% [1] - The following companies showed significant increases: Jindi Group and Tefa Service over 6%, and Zhongzhou Holdings, Jingneng Real Estate, Binjiang Group, and Shilianhang over 5% [1] Group 2: Company Data - Rong'an Real Estate: 10.27% increase, market cap of 6.495 billion [2] - Jingtou Development: 10.09% increase, market cap of 4.445 billion [2] - I Love My Home: 10.06% increase, market cap of 8.503 billion [2] - Huafa Co.: 9.95% increase, market cap of 12.2 billion [2] - Caixin Development: 9.92% increase, market cap of 2.927 billion [2] - China Merchants Shekou: 7.50% increase, market cap of 98.2 billion [2] - City Investment Holdings: 7.13% increase, market cap of 1.39 billion [2] - Jindi Group: 6.69% increase, market cap of 15.1 billion [2] - Tefa Service: 6.52% increase, market cap of 7.183 billion [2] - New Town Holdings: 6.19% increase, market cap of 40.2 billion [2] - Zhongzhou Holdings: 5.88% increase, market cap of 5.87 billion [2] - Jingneng Real Estate: 5.79% increase, market cap of 2.898 billion [2] - Binjiang Group: 5.74% increase, market cap of 37.8 billion [2] - Shilianhang: 5.54% increase, market cap of 5.699 billion [2]

Market Overview - The real estate development sector experienced a decline of 2.03% on January 26, with Hualian Holdings leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable gainers included Suzhou Gaoxin, which rose by 10.06% to a closing price of 7.88, and Wolong New Energy, which increased by 9.97% to 8.71 [1] - Hualian Holdings saw a significant drop of 10.01%, closing at 6.29, with a trading volume of 156.48 million shares [2] Trading Volume and Capital Flow - The real estate development sector saw a net outflow of 1.837 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.08 billion yuan [2] - The trading volume for Suzhou Gaoxin was 528,200 shares, with a transaction value of 414 million yuan [1] Individual Stock Capital Flow - Suzhou Gaoxin had a net inflow of 1.18 billion yuan from institutional investors, representing 28.48% of its total trading volume [3] - Hualian Holdings faced a net outflow of 614.58 million yuan from retail investors, indicating a negative sentiment towards the stock [3]

证券代码：600791 证券简称：京能置业 公告编号：临 2026-003 号 特此公告。 京能置业股份有限公司董事会 2026 年 1 月 27 日 京能置业股份有限公司（以下简称"公司"）于 2025 年 5 月 20 日召开 2024 年年度股东大会，审议通过了《公司关于 2025 年度融资 及担保计划的议案》，同意公司 2025 年新增注册发行总额不超过 20 亿元中期票据。公司已收到中国银行间市场交易商协会出具的《接受 注册通知书》（中市协注【2025】MTN1194 号）。详细内容见 2025 年 5 月 21 日、12 月 16 日的中国证券报、上海证券报和上海证券交 易所网站（www.sse.com.cn）披露的相关公告。 本次中期票据发行规模为人民币10亿元，2026年1月23日，募集 资金已全部到账。现将发行结果公告如下： | 中期票据名称 | 京能置业股份有限 公司2026年度第一 | 中期票据简称 | 26京能置业MTN001 | | --- | --- | --- | --- | | | 期中期票据 | | | | 中期票据代码 | 102680285.IB | 中期票据期限 | 3 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 000036 | 华联控股 | 4 | 9.98 | 86.62 乙 | -6.52 | | 600649 | 城投控股 | 1 | 9.96 | 141亿 | 26.52 | | 600173 | 卧龙新能 | 中 | 9.94 | 54.99 Z | 10.10 | | 600246 | 万通发展 | | 5.86 | 249亿 | 7.24 | | 600791 | 京能置业 | 1 | 5.33 | 24.18亿 | 14.10 | | 000668 | *ST荣控 | 1 | 4.98 | 20.41亿 | 41.55 | | 000006 | 深振业A | * | 4.82 | 132亿 | -1.61 | | 600773 | 西藏城投 | | 3.61 | 136亿 | 15.74 | | 000608 | *STMH% | | 3.34 | 25.50亿 | 29.28 | | 000002 | 万 科A | 1 | 3.34 | 59 ...

Core Viewpoint - The real estate sector continues to face widespread losses, with most listed companies in the A-share market reporting varying degrees of deficit for 2025, except for the leading company, Poly Developments [2][3]. Group 1: Company Performance - Among the 27 listed real estate companies that have released performance forecasts, only Poly Developments reported a positive net profit of approximately 1.03 billion yuan, while the total losses of the other companies ranged from 47.546 billion to 62.464 billion yuan [3]. - Poly Developments experienced a revenue decline of 1.09% year-on-year, with a net profit drop of 79.49% due to decreased gross profit margins and anticipated asset impairment losses of about 6.9 billion yuan [3]. - Other companies, such as China Fortune Land Development, are projected to incur losses of 16 billion to 24 billion yuan for 2025, with net assets expected to decline by 10 billion to 15 billion yuan [4]. Group 2: Industry Challenges - The real estate sector has been struggling with significant losses since 2022, attributed to factors such as low-profit project settlements, increased impairment provisions, and rising interest expenses [6]. - The sales volume of commercial housing is expected to decline by 12.6% year-on-year in 2025, indicating ongoing market challenges [7]. - The real estate development prosperity index has been on a downward trend, reaching 91.45 by December 2025, reflecting a sluggish economic activity in the sector [7]. Group 3: Future Outlook - Analysts suggest that the adjustment cycle in the real estate market may be nearing its end by 2026, with potential growth in the high-quality residential market driven by policy support and demand structure upgrades [8]. - Companies facing significant losses must manage their market value and ensure compliance with financial reporting to avoid delisting risks, which could arise from continuous losses or failure to meet revenue thresholds [9].

Group 1 - The core viewpoint of the article is that Jingneng Real Estate (600791.SH) has announced an expected loss for the year 2025, projecting a net profit attributable to the parent company of between -986 million and -1,315 million yuan [1] - The primary reason for the anticipated loss is the company's flexible sales strategy for certain real estate projects in response to market conditions, which has led to a decline in gross profit and the recognition of inventory impairment provisions [1]

Core Viewpoint - Jingneng Real Estate (600791.SH) is expected to report a significant loss in 2025, with a projected net profit attributable to the parent company ranging from -986 million to -1,315 million yuan [1] Financial Projections - The company anticipates a net profit attributable to the parent company, excluding non-recurring gains and losses, to be between -979 million and -1,308 million yuan in 2025 [1]