服务业方面，2025年第二季度，公司新签勘察设计咨询项目数量总计为199个，新签目金额为人民币 5087.62万元，新签项目数量较上年同期减少19.76%，新签项目金额较上年同期减少13.86%。 浦东建设（600284）(600284.SH)披露2025年第二季度主要经营数据，建筑业方面，2025年第二季度， 公司新签工程施工项目数量总计为52个，新签项目金额为人民币32.78亿元，新签项目数量较上年同期 减少1.89%，新签项目金额较上年同期减少22.53%。 ...

Core Viewpoint - Pudong Construction has secured a significant number of major projects recently, indicating strong competitiveness in the construction industry despite market uncertainties [2][3]. Group 1: Recent Project Wins - Pudong Construction announced it has won 23 major projects with a total bid amount of 1.964 billion yuan [2]. - The projects include various significant developments such as the new emergency material reserve center and a data center for the Zhangjiang New Economy Industrial Park [2]. - Since 2025, the company has consistently won large contracts, including 16 projects worth 1.803 billion yuan in January and 15 projects worth 1.702 billion yuan in March [2]. Group 2: Financial Performance - In Q1 2025, Pudong Construction signed 60 new engineering projects with a total value of 5.322 billion yuan, representing a 46.34% increase in project quantity year-on-year, although the project value decreased by 8.86% [2]. - The company's revenue and net profit for Q1 2025 were 3.526 billion yuan and 119 million yuan, respectively, reflecting year-on-year declines of 41.33% and 18.48% [3]. - The decline in revenue and profit is attributed to changes in market project deployment and delays in the commencement of some new contracts [3]. Group 3: Company Background and R&D Investment - Established in 1998, Pudong Construction's main business includes construction engineering, design consulting, and infrastructure project investment [3]. - The company has seen revenue growth from 3.825 billion yuan in 2013 to 18.86 billion yuan in 2024, while net profit has fluctuated but has shown positive growth since 2020 [3]. - Pudong Construction has invested significantly in R&D, with total R&D expenses reaching 2.497 billion yuan from 2020 to 2024, and has a dedicated R&D team of 323 employees, accounting for 22.28% of the total workforce [4][5].

Group 1: Company Announcements - Changchun High-tech plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and international brand image [1] - Saisir reported June sales of 46,086 new energy vehicles, a year-on-year increase of 4.44%, with a total of 172,100 units sold in the first half of the year, down 14.35% year-on-year [1] - Hangzhou High-tech announced a change in controlling shareholder to Jirong Weiye, with stock resuming trading on July 2, 2025 [1] Group 2: Financial Performance - Guomai Technology expects a net profit of 125 million to 156 million yuan for the first half of 2025, a year-on-year increase of 60.52% to 100.33% [2] - Kid King anticipates a net profit of 120 million to 160 million yuan for the first half of 2025, representing a year-on-year growth of 50% to 100% [2] - Mould Technology received a project from a well-known North American electric vehicle company, with expected total sales of 1.236 billion yuan over five years [3] Group 3: Regulatory and Compliance - *ST Yuancheng is under investigation by the China Securities Regulatory Commission for suspected false disclosures in financial reports [4] - The company received a notice of investigation on July 1, 2025, which may lead to significant penalties and potential delisting [4] Group 4: Market Activity - Changcheng Military Industry's stock has experienced significant volatility, with a cumulative price deviation exceeding 20% over three trading days, indicating potential irrational speculation [5] - Anglikang has only one innovative drug project, ALK-N001, currently in Phase I clinical trials, highlighting the long and uncertain nature of drug development [6] Group 5: Sales and Contracts - Beiqi Blue Valley's subsidiary reported a 139.73% year-on-year increase in sales for the first half of the year [7] - Dong'an Power's engine sales in June increased by 82.79% year-on-year [7] - Pudong Construction's subsidiary won multiple major projects with a total bid amount of 1.964 billion yuan [7]

1 | | | | | 10,465.20 （ 其 中 上 海 | | --- | --- | --- | --- | --- | | | 上海市浦东新区建设 | | | 市 浦 东 新 区 | | 8 | （集团）有限公司, | 上海黎明资源再利用有 | 张江在线新经济产业园配套 | 建设（集团） | | | 上海一建安装工程有 限公司 | 限公司 | 数据中心项目 | 有 限 公 司 对 应 合 同 金 额 | | | | | | 1,913.59158 | | | | | | 2 万元） | | | | | | 3,279.59 （ 其 中 设 计 | | | 上海市浦东新区建设 | 上海市浦东新区军队离 | 上海市浦东新区金桥综合服 | 报价 95.80 万 | | | （集团）有限公司， | | | | | 9 | 上海市建筑装饰工程 | 休退休干部服务管理中 | 务中心（军休大学）拟装修 | 元，施工报价 | | | 集团有限公司 | 心 | 改造项目 | 3,183.7898 | | | | | | 万元，勘察报 | | | | | | 价无） | | | 上海市浦东新区建设 | 上海市浦东新区 ...

证券代码：600284 证券简称：浦东建设 公告编号：临 2025-021 上海浦东建设股份有限公司2024年年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.10元（含税） 相关日期 3. 分配方案： 本次利润分配以方案实施前的公司总股本970,256,000股为基数，每股派发现 金红利0.10元（含税），共计派发现金红利97,025,600.00元（含税）。 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/5/22 | － | 2025/5/23 | 2025/5/23 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 4 月 18 日的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度：2024年年度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后， ...

5月13日涨停分析 今日共48股涨停，连板股总数11只，19股封板未遂，封板率为71%（不含ST股、退市股）。焦点股方面，军工板块成飞集成、利君股份、天箭科技均晋级5 连板，化工股红墙股份16天10板，高外销占比的华纺股份反包涨停走出6天5板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 宝馨科技 | 6天4板 | 9.93% | 09:42 | 机器人+光 | | 002514 | | | | 伏 | | 百达精工 | 4天3板 | 9.98% | 14:10 | 压缩机+光 | | 603331 | | | | 伏 | | 鑫磊股份 | 4天2板 | 20.00% | 14:22 | 压缩机+光 | | 301317 | | | | 伏 | | 集泰股份 | 首板 | 9.97% | 09:36 | 光伏+有机 | | 002909 | | | | 硅 | | 欧晶科技 | 首板 | 9.98% | 09:41 | 光伏+半导 | | 001269 | | | | 体 | | 泉运通 | 首板 | 10.14% | ...

Group 1 - The Free Trade Port concept declined by 1.28%, ranking among the top declines in concept sectors, with Shanghai Yashi, Wanlin Logistics, and Hainan Mining showing significant drops [1] - Among the stocks in the Free Trade Port sector, 10 stocks increased, with Hainan Ruize, Haima Automobile, and Xinlong Holdings leading the gains at 2.88%, 2.43%, and 2.20% respectively [1] Group 2 - The Free Trade Port sector experienced a net outflow of 228 million yuan, with 20 stocks seeing net outflows, and 5 stocks exceeding 30 million yuan in outflows [2] - The stock with the highest net outflow was Beibu Gulf Port, with a net outflow of 91.13 million yuan, followed by Huamao Logistics, Dongfang Chuangye, and Jinjiang Shipping [2] - The stocks with the highest net inflows included China Duty Free, Pudong Construction, and Haima Automobile, with net inflows of 57.67 million yuan, 44.46 million yuan, and 14.81 million yuan respectively [2]

Core Viewpoint - The company, Shanghai Pudong Construction Co., Ltd., has released its first quarter report for 2025, highlighting significant changes in project signing and financial data, with a focus on the construction and service sectors [6][11]. Financial Data Summary - The first quarter financial report is unaudited, and the company assures the accuracy and completeness of the information provided [2][5]. - The company reported a total of 60 new signed engineering projects with a total value of RMB 532,178.45 million, representing a 46.34% increase in the number of projects but an 8.86% decrease in project value compared to the same period last year [6]. - In the service sector, the company signed 85 new surveying and design consulting projects, with a total value of RMB 3,378.60 million, reflecting a 48.80% decrease in the number of projects and a 72.85% decrease in project value year-on-year [7]. Shareholder Information - As of the end of the first quarter of 2025, the company reported no significant projects that have been signed but not yet executed [8]. Investor Communication - The company will hold an annual performance briefing for 2024 and the first quarter of 2025 on May 15, 2025, to enhance communication with investors and address their concerns [11][14]. - Investors can submit questions before the meeting and participate through an online platform [12][16].

证券代码：600284 证券简称：浦东建设 公告编号：临 2025-019 上海浦东建设股份有限公司 关于2025年第一季度主要经营数据情况的公告 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。 按业务类型细分，具体情况如下： （二）服务业 2025 年第一季度，公司新签勘察设计咨询项目数量总计为 85 个，新签项目 金额为人民币 3,378.60 万元，新签项目数量较上年同期减少 48.80%，新签项目 金额较上年同期减少 72.85%。 截至 2025 年第一季度末，公司不存在已签订但尚未执行的重大项目情况。 以上数据仅为阶段性数据且未经审计，可能与定期报告披露的数据存在差 异，仅供投资者参阅。 特此公告。 上海浦东建设股份有限公司 根据上海证券交易所发布的《上市公司行业信息披露指引第八号—建筑》规 定，现将上海浦东建设股份有限公司（以下简称公司）2025 年第一季度主要经 营数据（未经审计）公告如下： （一） 建筑业 2025 年第一季度，公司新签工程施工项目数量总计为 60 个，新签项目金额 为人民币 532,178. ...

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： 会议问题征集：投资者可于 2025 年 5 月 15 日 15:00 前访问网址 https://eseb.cn/1ngXj8Er2cE 或使用微信扫描下方小程序码进行会前提问，公 司将通过本次业绩说明会，在信息披露允许范围内就投资者普遍关注的问题进行 回答。 证券代码：600284 证券简称：浦东建设 公告编号：临 2025-020 上海浦东建设股份有限公司 关于举办2024年度暨2025年第一季度业绩说明会的公告 投 资 者 可 于 2025 年 5 月 15 日 （ 星 期 四 ） 15:00-16:30 通 过 网 址 https://eseb.cn/1ngXj8Er2cE 或使用微信扫描下方小程序码即可进入参与互 动交流。投资者可于 2025 年 5 月 15 日 15:00 前进行会前提问，公司将通过本次 业绩说明会，在信息披露允许范围内就投资者普遍关注的问题进行回答。 一、说明会类型 上海浦东建设股份有限公司（以下简称公司）已分别于 2025 年 3 ...