Group 1 - The core point of the article is that Shanghai Construction Group announced the acquisition of land use rights for a state-owned construction site in Tianjin Binhai New Area, which is a significant development for the company [1] Group 2 - The land acquired is identified as Tianjin Binhai New Area Jinbin Kai (Hanging) 2025-2 plot, indicating a strategic expansion for the company in the real estate sector [1] - The acquisition was confirmed with the receipt of the transaction confirmation document, highlighting the formalization of the deal [1]

| 证券代码：600170 | 证券简称：上海建工 | | | 公告编号：2025-061 | | --- | --- | --- | --- | --- | | 债券代码：240782 | 债券简称：24 | 沪建 | Y1 | | | 债券代码：240783 | 债券简称：24 | 沪建 | Y2 | | | 债券代码：241305 | 债券简称：24 | 沪建 | Y3 | | | 债券代码：241857 | 债券简称：24 | 沪建 | Y4 | | | 债券代码：243624 | 债券简称：25 | 沪建 | Y1 | | 本地块位于天津滨海新区经开区欣达街以南、洞庭路以东，东至泰兴路，南 至项目用地，西至洞庭路，北至欣达街。 二、主要规划指标 本地块土地面积 12,468.65 平方米，建筑面积不大于 19,949.84 平方米，用 途为住宅。 三、土地价款 本地块使用权成交总价为人民币 18,970.00 万元。本项投资纳入公司 2025 年度投资计划额度内。 上海建工集团股份有限公司 关于竞得土地使用权的公告 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 ...

Core Viewpoint - Shanghai Construction Group (600170.SH) has successfully acquired the state-owned land use rights for a residential plot in Tianjin Binhai New Area, indicating strategic expansion in the real estate sector [1] Group 1: Acquisition Details - The acquired land plot, referred to as "this plot," is located in the Tianjin Binhai New Area, specifically south of Xinda Street and east of Dongting Road [1] - The total area of the land plot is 12,468.65 square meters, with a maximum building area of 19,949.84 square meters designated for residential use [1] - The total transaction price for the land use rights is RMB 189.70 million [1] Group 2: Investment Plan - This investment is included in the company's investment plan for the year 2025 [1]

Group 1 - The company Shanghai Construction Group's subsidiary won the land use rights for a residential plot in Tianjin Binhai New Area, covering an area of 12,468.65 square meters with a maximum building area of 19,949.84 square meters [1] - The total transaction price for the land is 189.7 million yuan, which will be included in the company's investment plan for 2025 [1] - Acquiring this land aligns with the company's real estate business strategy and is expected to promote the development of its main business [1] Group 2 - The investment may be influenced by macroeconomic factors, and the company plans to implement risk prevention measures [1]

Investment Rating - The report maintains a "Recommended" rating for the construction industry [2] Core Viewpoints - The construction industry is experiencing a decline in prosperity, with fixed asset investment growth slowing down. In August, the construction PMI was 49.1, down 1.5 percentage points from the previous month, and the new orders index was 40.6%, down 2.1 percentage points [5][8] - The report highlights the establishment of the Xinjiang-Tibet Railway Company and the completion of the world's highest bridge, the Guizhou Huajiang Canyon Bridge, as significant developments in infrastructure [30][35] - The Ministry of Finance has issued guidelines to ensure the implementation and operation of existing PPP projects, which is expected to stabilize the construction sector [51][52] Summary by Sections 1. Construction Industry Prosperity - The construction industry's business activity index was 49.1 in August, indicating a decline in prosperity [7][8] - The new orders index for the construction industry was 40.6%, reflecting a decrease in demand [5][8] 2. Fixed Asset Investment Growth Slowing - From January to August, national fixed asset investment (excluding rural households) was 326,111 billion yuan, with a year-on-year growth of 0.5%, a decline of 1.1 percentage points compared to the previous month [19] - The investment in the secondary industry grew by 7.6%, while the tertiary industry saw a decline of 3.4% [19] 3. Infrastructure Investment Growth Decline and New Regulations for PPP - Broad infrastructure investment growth was 5.42%, down 1.95 percentage points, while narrow infrastructure investment growth was 2%, down 1.2 percentage points [30] - The establishment of the Xinjiang-Tibet Railway Company marks a significant step in advancing the project [44] - The Ministry of Finance's guidelines for existing PPP projects aim to enhance public service and operational efficiency [51][52] 4. Real Estate Investment and Sales Decline - From January to August, real estate development investment was 60,309 billion yuan, down 12.9% year-on-year, with the sales area of commercial housing decreasing by 4.7% [60] - The new construction area for residential buildings fell by 19.5%, indicating ongoing pressure in the real estate sector [61] 5. PPP Project Construction and Operation Assurance - The report emphasizes the large scale of existing PPP projects, with over 7 trillion yuan in investments expected [50] - The guidelines issued by the Ministry of Finance provide a framework for the construction and operation of these projects, ensuring their stability and efficiency [51][52]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002761 | 浙江建投 | 9.21 | 1.10% | 13.55万 | 1.24亿 | | 600170 | ┣海建丁 | 66.7 | 1.01% | 652.55万 | 19.50 7 | | 600248 | 陕建股份 | 3.86 | 0.52% | 17.01万 | 6510.41万 | | 601668 | 中国建筑 | 5.44 | 0.18% | 262.09万 | 14.18亿 | | 601789 | 宁波建工 | 5.81 | 0.00% | 74.97万 | 4.36 Z | | 000628 | 高新发展 | 52.41 | -1.11% | 6.35万 | 3.33亿 | | 600491 | 龙元建设 | 3.46 | -1.14% | 21.83万 | 7571.67万 | | 600939 | 重庆建工 | 3.31 | -1.19% | 11.70万 | 3860.37万 | 以上内容为证券之星据公开信息 ...

9月29日，上海建工盘中上涨2.03%，截至13:24，报3.02元/股，成交10.59亿元，换手率4.01%，总市值 268.36亿元。 资金流向方面，主力资金净流入191.33万元，特大单买入6558.04万元，占比6.19%，卖出5983.18万元， 占比5.65%；大单买入2.14亿元，占比20.19%，卖出2.18亿元，占比20.55%。 上海建工今年以来股价涨16.60%，近5个交易日跌7.08%，近20日涨22.27%，近60日涨28.51%。 今年以来上海建工已经5次登上龙虎榜，最近一次登上龙虎榜为9月23日，当日龙虎榜净买入2.36亿元； 买入总计8.08亿元 ，占总成交额比11.23%；卖出总计5.72亿元 ，占总成交额比7.96%。 资料显示，上海建工集团股份有限公司位于上海市虹口区东大名路666号，成立日期1998年6月15日，上 市日期1998年6月23日，公司主营业务涉及以建筑和土木工程业务为基础,房地产开发业务和基础设施投 资经营业务为两翼,工程设计咨询业务和建筑材料业务为支撑。主营业务收入构成为：建筑、承包、设 计、施工89.37%，建筑工业5.84%，工程项目管理咨询与劳务派 ...

南方财经9月28日电，上海建工（600170.SH）公告称，董事长杭迎伟因工作调动辞去公司董事长、董 事、董事会战略与可持续发展委员会主任及委员职务，并同步卸任法定代表人。辞职自送达董事会时生 效，其已完成离任交接，无未履行承诺。 ...

9月23日， 由克而瑞主办的"全球视野·中东机遇——2025中东不动产投资高峰论坛"在上海举办 。克而 瑞集团董事长丁祖昱先生、克而瑞集团CEO张燕女士携手国内外、来自产学研跨界专家、领袖、高管出 席论坛并发布重要研究成果及主题演讲。 上海建工集团海外业务管理部总经理李岚女士围绕《中国经验，海外实践：海外项目的本土化策略》作主 题演讲，主要内容如下： 李岚 上海建工集团海外业务管理部总经理 一、中国经验全球化实践：三大路径破局 ▲点击图片查看论坛实录 上海建工53个在建项目遍布东南亚、非洲等26个"一带一路"沿线国家，以三类实践树标杆： 1、标杆项目显科技硬实力：建卡塔尔世界杯教育城体育场、乌兹别克斯坦塔什干新城银行大楼等项目， 展现技术与建造能力； 2、属地化运营扎根，打造长期根据地市场：比如深耕柬埔寨市场，参与巴萨河大桥、金边三环等基建， 成为当地"路桥"建设主力军； 1、从输出产品到产业共建：突破能源合作局限，共建新能源、先进制造产业链，将中东纳入全球产业布 局；从"项目输出者"转变为"长期合作者"。 2、从低价竞争到价值出海：对接中东4万亿美元主权资本，聚焦新能源、数字基建等高附加值项目，建 立"懂中 ...

Group 1 - The housing construction sector experienced a decline of 0.98% on September 25, with Shanghai Construction leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] - Notable stock performances in the housing construction sector included Ningbo Construction, which rose by 9.96% to a closing price of 6.07, and Shanghai Construction, which fell by 4.92% to 3.09 [1] Group 2 - The net outflow of main funds in the housing construction sector was 135 million yuan, while retail investors saw a net inflow of 137 million yuan [1] - Detailed fund flow data showed that Ningbo Construction had a main fund net inflow of 218 million yuan, while Shanghai Construction had a significant outflow of 310 million yuan [2] - Retail investors contributed positively to several stocks, with notable inflows into Ningbo Construction and Zhejiang Construction, despite overall sector outflows [2]