证券日报网讯 12月15日，美凯龙在互动平台回答投资者提问时表示，截至2025年第三季度财务报告和 经营业绩公告，公司净资产为480.05亿元，公司自有物业面积6602465平方米。二级市场股价受多种因 素影响，公司将致力于企业中长期内在价值的提升，持续改善经营业绩，提升投资者关系管理、信息披 露等方面，推动公司投资价值合理反映公司质量，增强投资者信心、维护全体股东利益。 （编辑 丛可心） ...

（一 家 於 中 華 人 民 共 和 國 註 冊 成 立 的 中 外 合 資 股 份 有 限 公 司） （股 份 代 號：1528） 海外監管公告 本公告乃由紅星美凱龍家居集團股份有限公司（「本公司」）根據香港聯 合交易所有限公司證券上市規則第13.10B條 作 出。 香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 的 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全 部 或 任 何 部 分 內 容 而 產 生 或 因 依 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 Red Star Macalline Group Corporation Ltd. 紅星美凱龍家居集團股份有限公司 证券代码：601828 证券简称：美凯龙 公告编号：2025-091 以下為本公司於上海證券交易所網站刊發之《紅 星 美 凱 龍 家 居 集 團 股 份 有 限 公 司 關 於 董 事 長 代 行 董 事 會 秘 書 職 責 的 公 告》，僅 ...

证券代码：601828 证券简称：美凯龙 公告编号：2025-091 红星美凯龙家居集团股份有限公司 红星美凯龙家居集团股份有限公司 关于董事长代行董事会秘书职责的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 红星美凯龙家居集团股份有限公司（以下简称"公司"）于 2025 年 9 月 15 日召开了第五届董事会第四十四次临时会议，审议通过了《关于指定杨映武先生 代行公司董事会秘书职责暨变更联席公司秘书及于香港接收法律程序文件及通 知的代理人的议案》，公司董事会指定公司执行董事、副总经理、财务负责人杨 映武先生代行董事会秘书职责，具体内容详见公司于 2025 年 9 月 16 日披露的《关 于董事会秘书、副总经理、香港联席公司秘书及授权代表辞任的公告》（公告编 号：2025-073）。 截至 2025 年 12 月 15 日，杨映武先生代行董事会秘书职责已满三个月。根 据《上海证券交易所股票上市规则》等有关规定，公司董事会秘书空缺时间超过 三个月的，董事长应当代行董事会秘书职责。因此，自本公告披露之日起，由公 司董事长李 ...

Market Overview - The general retail sector increased by 2.74% on December 15, with Hongqi Chain leading the gains [1] - The Shanghai Composite Index closed at 3867.92, down 0.55%, while the Shenzhen Component Index closed at 13112.09, down 1.1% [1] Top Performers in General Retail Sector - Hongqi Chain (002697) closed at 6.23, up 10.07% with a trading volume of 2.05 million shares and a transaction value of 1.256 billion [1] - Quanxinhao (000007) closed at 11.61, up 10.05% with a trading volume of 345,100 shares and a transaction value of 394 million [1] - Baida Group (600865) closed at 13.07, up 10.02% with a trading volume of 646,300 shares and a transaction value of 817 million [1] - Other notable gainers include Zhejiang Dongri (600113), Dongbai Group (600693), and Agricultural Products (000061) with increases of 10.01%, 10.00%, and 9.97% respectively [1] Market Capital Flow - The general retail sector saw a net inflow of 999.2 million from institutional investors, while retail investors experienced a net outflow of 549 million [2][3] - The top net inflows from institutional investors were seen in Hongqi Chain (2.05 billion), Central Mall (1.20 billion), and Guangbai Co. (1.01 billion) [3] - Retail investors showed significant outflows in stocks like Hongqi Chain, Central Mall, and Guangbai Co., indicating a shift in investor sentiment [3]

Core Insights - The visit of Hongxing Meikailong's Chairman Li Yupeng to Xinhaoxuan marks a significant step in deepening cooperation and collaboration between the two companies [1][3] - Hongxing Meikailong is a leading home decoration and furniture mall operator in China, with a nationwide network covering 386 stores across 202 cities and a total operating area exceeding 20.32 million square meters [1] - The strategic partnership aims to leverage each company's core strengths to enhance service capabilities in the window and door sector [1][5] Company Overview - Hongxing Meikailong has maintained a leading market position in a steadily growing industry [1] - The company has established a strategic cooperation agreement with Xinhaoxuan for 2024, focusing on integrated online and offline services [1][3] Strategic Collaboration - Li Yupeng emphasized the potential of the system window market as a significant entry point for quality home decoration [3] - The collaboration will involve selecting and nurturing core distributors in key cities and integrating resources with Jianfa Real Estate and Jianfa Aluminum [3][5] - Xinhaoxuan aims to explore joint innovations in market expansion and designer channel collaboration within Hongxing Meikailong's core malls [5] Future Directions - The exchange has injected new momentum into the strategic partnership, clarifying collaborative directions in channel development, resource integration, and model innovation [7] - Both companies aim to lead the trend in quality home consumption and enter a new phase of win-win cooperation [7]

每经AI快讯，红星美凯龙(01528.HK)涨超9%，公司A股涨停。 ...

公开资料显示，美凯龙是国内领先的家居装饰及家具商场运营商和泛家居业务平台服务商。截止24年 末，公司经营77家自营商场，257家不同管理深度的委管商场，通过战略合作经营7家家居商场。此外， 公司以特许经营方式授权33家特许经营家居建材项目，共包括405家家居建材店/产业街。公司于2023年 6月引入新股东建发股份（600153）、联发集团。建发股份为厦门地方国有企业。 近期商务部对零售行业定调积极。美凯龙此前在投资者关系活动记录表中称，公司大力推进3+星生态 等多项战略计划，积极调整商场品类布局，商场从家居品类拓展了家电、家装、新能源汽车、餐饮等多 种业态。未来公司还将聚焦年轻化转型，引入更多元化的业态组合，包括二次元主题家居馆、潮玩设计 区、独居青年生活解决方案中心以及宠物友好家居体验区等创新业态。 红星美凯龙（601828）(01528)涨超9%，公司A股涨停。截至发稿，涨9.48%，报1.27港元，成交额 7518.48万港元。 ...

Core Viewpoint - Red Star Macalline (01528) has seen a stock price increase of over 9%, with a current trading price of 1.27 HKD and a transaction volume of 75.1848 million HKD, indicating strong market interest and positive sentiment towards the company [1]. Company Overview - Red Star Macalline is a leading operator of home decoration and furniture shopping malls in China, as well as a service provider for the pan-home business platform [1]. - As of the end of 2024, the company operates 77 self-owned malls and 257 malls under various management depths, alongside strategic partnerships managing 7 home malls [1]. - The company has authorized 33 franchise home building materials projects, encompassing a total of 405 home building materials stores/industrial streets [1]. Recent Developments - In June 2023, the company introduced new shareholders, including Jianfa Group and Xiamen State-owned Enterprise Jianfa Co., Ltd. [1]. - The Ministry of Commerce has recently set a positive tone for the retail industry, which may benefit Red Star Macalline [1]. Strategic Initiatives - The company is actively promoting several strategic plans, including the "3+ Star Ecosystem," and is adjusting its mall category layout to expand beyond home goods into appliances, home decoration, new energy vehicles, and dining [1]. - Future focus will be on youth-oriented transformation, introducing a more diversified mix of business formats, including themed home stores, trendy design areas, solutions for single living, and pet-friendly home experience zones [1].

Core Viewpoint - Alibaba Group Holding Limited has reduced its stake in Red Star Macalline (01528) by selling 10.114 million shares at a price of HKD 1.3884 per share, totaling approximately HKD 14.0423 million, resulting in a new holding of about 105 million shares, representing 14.1% of the company [1] Summary by Category - **Share Reduction Details** - Alibaba sold 10.114 million shares of Red Star Macalline at HKD 1.3884 per share [1] - The total amount raised from this sale is approximately HKD 14.0423 million [1] - **Post-Transaction Holdings** - After the sale, Alibaba's remaining shares in Red Star Macalline are approximately 105 million [1] - The new ownership percentage stands at 14.1% [1]

香港联交所最新资料显示，12月12日，Alibaba Group Holding Limited减持红星美凯龙（601828） (01528)1011.4万股，每股作价1.3884港元，总金额约为1404.23万港元。减持后最新持股数目约为1.05亿 股，最新持股比例为14.1%。 ...