无锡城建发展（600266）集团下属建政停车公司研发的"自营停车场停车行为分析服务"数据产品，完成 与腾讯云计算(北京)有限责任公司的交易，成为在数据流通交易无锡区域运营中心场内实现全链路、全 流程交易的全市"停车第一单"。据介绍，这标志着江苏省数据交易所在推动细分领域数据资产流通方面 取得重要突破。 扬子晚报/紫牛新闻记者万承源 那么，这一停车数据产品能起到什么样的作用，实现成功交易有何意义？ 校对朱亚萍 记者了解到，本次与大型互联网企业腾讯公司达成交易的"自营停车场停车行为分析服务"数据产品，主 要以停车进出流量变化趋势、停车时长分析、车辆类型分布、车牌分布等为特点，能更加精准的分析停 车行为模式、预测停车需求、提高个性化推荐，可为政府主管部门、车企以及智慧停车配套厂商等，提 供有力的数据支撑。本次停车数据产品成功交易，标志着入表数据资产正式转化为经济效益，实现了价 值变现与交易闭环，对推动国有资产保值增值、优化企业资本结构与资源配置等方面具有深远意义。 近日，无锡市首个停车数据产品交易在数据流通交易无锡区域运营中心正式落地。 作为江苏省数据要素市场建设的核心平台，江苏数交所始终致力于为各类市场主体提供安 ...

证券代码：600266 证券简称：城建发展 公告编号：2025-49 北京城建投资发展股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： 北京城建投资发展股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日发布公司 2025 年半年度报告，为便于广大投资者更全面 深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 10 月 14 日（星期二）16:00-17:00 举行 2025 年半年度业绩说明 会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半 会议召开时间：2025 年 10 月 14 日（星期二）16:00-17:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 09 月 29 日（星期一）至 10 月 13 日（ ...

1 北京城建投资发展股份有限公司（以下简称"公司"）与 北京金第房地产开发有限责任公司（以下简称"金第公 司"）、北京建邦憬瑞房地产开发有限公司（以下简称"建 邦公司"）按照 48%：10%：42%的股权比例，共同现金出资 设立具有独立法人资格的合作公司，负责北京市丰台区岳 各庄村 A 区棚户区改造土地开发项目 DC-L01 地块（以下简称 "岳各庄项目"）具体开发运作。 金第公司系北京住总集团有限责任公司（以下简称"住总 集团"）控股子公司，住总集团持有其 90.91%股权，住 总集团为公司控股股东北京城建集团有限责任公司（以下 简称"城建集团"）全资子公司，金第公司为公司关联人， 本次交易构成关联交易。 本次交易未构成重大资产重组 本次交易已经 2025 年第二次临时股东会授权 截至本公告披露日，过去 12 个月内公司未与金第公司发 生过关联交易，也未与不同关联人发生与本次交易类别相 关的交易。 证券代码：600266 证券简称：城建发展 公告编号：2025-48 一、关联交易概述 北京城建投资发展股份有限公司 关于公司与关联人合作投资房地产项目进展情况的公告 本公司董事会及全体董事保证本公告内容不存在任 ...

资料显示，北京城建投资发展股份有限公司位于北京市朝阳区北土城西路11号城建开发大厦，成立日期 1998年12月30日，上市日期1999年2月3日，公司主营业务涉及房地产开发、对外股权投资和商业地产经 营。主营业务收入构成为：房地产开发(房屋销售)97.24%，租赁收入2.14%，其他(补充)0.23%，物业管 理0.20%，代建项目收入0.11%，房地产开发(一级土地开发)0.09%。 9月18日，城建发展跌5.01%，截至发稿，报5.12元/股，成交3.25亿元，换手率2.98%，总市值106.28亿 元。 从基金十大重仓股角度 数据显示，西部利得基金旗下1只基金重仓城建发展。西部利得聚禾混合A（007423）二季度持有股数 26.43万股，占基金净值比例为9.65%，位居第二大重仓股。根据测算，今日浮亏损失约7.14万元。 西部利得聚禾混合A（007423）成立日期2020年9月23日，最新规模581.2万。今年以来收益20.88%，同 类排名2050/8206；近一年收益38.92%，同类排名2367/7954；成立以来收益8.47%。 西部利得聚禾混合A（007423）基金经理为。 风险提示：市场有风 ...

Core Viewpoint - The stock of Beijing Urban Construction Investment Development Co., Ltd. has shown significant growth in recent trading sessions, with a notable increase in revenue and net profit for the first half of 2025, indicating strong financial performance and investor interest [1][2]. Financial Performance - As of June 30, 2025, the company achieved a revenue of 12.76 billion yuan, representing a year-on-year growth of 95.70% [2]. - The net profit attributable to shareholders reached 608 million yuan, marking a substantial increase of 541.85% compared to the previous year [2]. Stock Market Activity - On September 12, the stock price increased by 2.12%, reaching 5.30 yuan per share, with a trading volume of 1.29 billion yuan and a turnover rate of 1.18% [1]. - Year-to-date, the stock has risen by 4.95%, with a 7.29% increase over the last five trading days, a 9.05% increase over the last 20 days, and a 24.71% increase over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 48,500, up by 3.26% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 3.15% to 42,826 shares [2]. Dividend Distribution - Since its A-share listing, the company has distributed a total of 5.243 billion yuan in dividends, with 519 million yuan distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include the Southern CSI Real Estate ETF, which increased its holdings by 528,800 shares to 15.8848 million shares [3]. - New entrants among the top ten shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, while some previous shareholders have exited the list [3].

Group 1 - The company, Hefei Urban Construction Development Co., Ltd., has approved a proposal for external investment to jointly establish Hefei Qicheng Real Estate Co., Ltd. with China Real Estate Development Hefei Co., Ltd. [1] - The newly established company, Hefei Qicheng Real Estate Co., Ltd., has completed its business registration and obtained a corporate business license, with a registered capital of 21 million RMB [1] - The business scope of Hefei Qicheng Real Estate includes real estate development and operation, construction engineering, property management, real estate consulting, and other related services [1] Group 2 - The company name for the new entity is Hefei Qicheng Real Estate Co., Ltd., with a unified social credit code of 91340100MAEWL8KC3M [1] - The legal representative of the new company is Chen Xiaogong, and its registered address is located in Hefei, Anhui Province [1] - The company is classified as an "other limited liability company" under Chinese law [1]

9月9日，城建发展涨5.01%，截至发稿，报5.24元/股，成交1.90亿元，换手率1.78%，总市值108.77亿 元。城建发展股价已经连续3天上涨，区间累计涨幅1.42%。 资料显示，北京城建投资发展股份有限公司位于北京市朝阳区北土城西路11号城建开发大厦，成立日期 1998年12月30日，上市日期1999年2月3日，公司主营业务涉及房地产开发、对外股权投资和商业地产经 营。主营业务收入构成为：房地产开发(房屋销售)97.24%，租赁收入2.14%，其他(补充)0.23%，物业管 理0.20%，代建项目收入0.11%，房地产开发(一级土地开发)0.09%。 从基金十大重仓股角度 数据显示，中航基金旗下1只基金重仓城建发展。中航混改精选A（004936）二季度增持29.14万股，持 有股数49.25万股，占基金净值比例为10.35%，位居第一大重仓股。根据测算，今日浮盈赚取约12.31万 元。连续3天上涨期间浮盈赚取3.45万元。 中航混改精选A（004936）成立日期2017年12月14日，最新规模459.27万。今年以来收益2.59%，同类 排名7380/8179；近一年收益14.65%，同类排名634 ...

Group 1: Real Estate Policy Adjustments - Shenzhen has released a notification to optimize and adjust real estate policies, allowing eligible residents to purchase an unlimited number of homes in certain districts [1] - Non-local residents without social insurance can purchase up to 2 homes in the peripheral areas of Shenzhen [1] Group 2: Land Acquisition - A consortium including Chengjian Development, Beijing Construction, and Zhuzong Jindi has acquired a land parcel in Fengtai District for a base price of 2.9 billion yuan, with a floor price of approximately 50,000 yuan per square meter [2] - Shoukai Co. has secured a land parcel in Chaoyang District for a base price of 446 million yuan, with a floor price of about 81,000 yuan per square meter [3] Group 3: Sales Performance - Shimao Group reported a contract sales amount of approximately 1.806 billion yuan in August, with a sales area of about 153,100 square meters and an average sales price of 11,800 yuan per square meter [4] - Poly Developments achieved a signed contract amount of 18.015 billion yuan in August, with a signed area of 939,900 square meters, reflecting a year-on-year decrease of 25.07% in area and 18.54% in amount [5]

Investment Rating - The report maintains an "Overweight" rating for the real estate industry [4][6]. Core Insights - Shenzhen has followed Beijing and Shanghai in relaxing purchase restrictions, with a more significant impact expected compared to the latter cities [11]. - The overall performance of the real estate sector has lagged behind the broader market, with the Shenwan Real Estate Index down 1.5% this week, ranking 24th among 31 sectors [12]. - New home sales in 30 cities totaled 1.488 million square meters this week, reflecting a 17.9% decrease month-on-month and an 11.2% decrease year-on-year [23]. - The report emphasizes the importance of policy-driven changes in the real estate market, suggesting that the current policy environment is more robust than in previous cycles [4]. Summary by Sections Real Estate Development - Shenzhen's new policy has narrowed the scope of purchase restrictions, with only specific areas remaining under strict limits [11]. - The report anticipates that the marginal effects of Shenzhen's new policy will be more pronounced than those in Beijing and Shanghai [11]. Market Review - The Shenwan Real Estate Index has decreased by 1.5%, underperforming the CSI 300 Index by 0.67 percentage points [12]. - A total of 49 stocks in the real estate sector increased in value this week, while 62 stocks declined [12]. New Home and Second-Hand Home Transactions - New home sales in first-tier cities increased by 4.4% month-on-month, while second-tier cities saw a 23.3% decrease [23]. - Second-hand home transactions in 14 sample cities totaled 1.719 million square meters, with a year-on-year increase of 13.0% [34]. Credit Bonds - Eight credit bonds were issued by real estate companies this week, totaling 8.69 billion yuan, with a net financing amount of -1.24 billion yuan [42]. - The majority of bonds issued were rated AAA, indicating a strong credit quality among issuers [42]. Investment Recommendations - The report suggests focusing on real estate stocks due to the expected policy-driven recovery and the early-cycle nature of the real estate market [4]. - Recommended companies include major players in both A-shares and H-shares, as well as local state-owned enterprises and property management firms [4].

Core Viewpoint - Beijing Urban Construction Investment Development Co., Ltd. has successfully acquired the land use rights for the Yuegezhuang project in Fengtai District, Beijing, through a consortium with related parties for a total price of 2.9 billion yuan [2][4]. Group 1: Transaction Overview - The company, in collaboration with Beijing Jindi Real Estate Development Co., Ltd. and Beijing Jianbang Jingrui Real Estate Development Co., Ltd., won the bidding for the Yuegezhuang project at a price of 2.9 billion yuan, with investment ratios of 48% for the company, 10% for Jindi, and 42% for Jianbang [2][4]. - The transaction is classified as a related party transaction since Jindi is a subsidiary of the controlling shareholder of the company [2][6]. Group 2: Approval Process - The transaction was approved by the independent directors on August 14, 2025, and subsequently by the board of directors on August 15, 2025, with all votes in favor [5][9]. - The second temporary shareholders' meeting on September 1, 2025, also approved the proposal regarding the investment in the real estate project [5][9]. Group 3: Project Details - The Yuegezhuang project covers a total land area of 21,772.59 square meters and a planned above-ground construction area of 58,000 square meters [7]. - A joint venture company will be established based on the principle of "same shares, same investment, shared risks, and shared returns" to manage the project development [7]. Group 4: Impact of the Transaction - The project is located in a well-developed area with rich educational and medical resources, aligning with the company's overall development strategy and is not expected to adversely affect the company's financial status or operational results [8].