Core Viewpoint - The company, Pudong Construction, has announced its entry into the new infrastructure sector, specifically in computing power, by investing in a new company focused on intelligent computing facilities [1] Group 1: Investment Details - On May 22, 2025, the company will invest 66 million yuan, holding a 30% stake in "Shanghai Pusuan Cloud Intelligence Technology Service Co., Ltd." (tentative name) [1] - The new company aims to provide deployment and operation services for intelligent computing facilities [1] - The investment amount represents a small proportion of the company's net assets [1] Group 2: Operational Impact - The new subsidiary has not yet completed its business registration, and related operational activities have not commenced [1] - The investment is not expected to change the company's existing business structure or status [1] - It is anticipated that this investment will not have a significant impact on the company's annual operating performance [1]

证券代码：600284 证券简称：浦东建设 公告编号：临 2025-024 上海浦东建设股份有限公司 股票交易异常波动公告 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： 近期，有媒体关注公司进入算力等新型基础设施相关领域，现将相关情 况说明如下：2025 年 5 月 22 日，经公司第九届董事会第四次会议审议通过，公 司作为参股股东认缴出资 6,600 万元（持股比例为 30%），参与设立"上海浦算 云智科技服务有限公司"（暂定名）。该公司定位于为客户提供智算设施的部署及 运维服务。目前该参股公司尚未完成工商注册，相关经营活动尚未开展。公司尚 未对其出资，拟投资金额占公司净资产比例较小。本次投资不会改变公司现有经 营业务结构和状态，预计不会对年度经营业绩产生重大影响。 当前公司股票价格涨幅较大，公司静态市盈率、市净率显著高于同行业 上市公司平均水平。可能存在非理性炒作，敬请广大投资者注意二级市场交易风 险，理性决策，审慎投资。 1 上海浦东建设股份有限公司（以下简称本公司或公司）股票于 2025 年 8 月 ...

Core Viewpoint - The company has announced its participation in a new venture related to computing power and infrastructure, specifically through a significant investment in a new technology service company [1] Group 1: Investment Details - The company has approved an investment of 66 million yuan, representing a 30% stake, in the establishment of "Shanghai Pusuan Cloud Intelligence Technology Service Co., Ltd." [1] - The new company aims to provide deployment and operational services for intelligent computing facilities [1] - The investment amount is relatively small compared to the company's net assets and is not expected to significantly impact the company's annual operating performance [1] Group 2: Operational Status - The new subsidiary has not yet completed its business registration, and related operational activities have not commenced [1] - The investment will not alter the existing business structure or status of the company [1]

Core Viewpoint - Pudong Construction (600284) has announced its entry into the new infrastructure sector, specifically in computing power, through a recent investment in a joint venture company [1] Investment Details - The company has committed to invest 66 million yuan, holding a 30% stake in the newly established "Shanghai Pusuan Cloud Intelligence Technology Service Co., Ltd." [1] - The investment was approved during the fourth meeting of the company's ninth board of directors on May 22, 2025 [1] - The joint venture aims to provide deployment and operation services for intelligent computing facilities [1] Current Status - The joint venture company has not yet completed its business registration, and no operational activities have commenced [1] - The investment amount represents a small proportion of the company's net assets [1] - This investment is not expected to alter the company's existing business structure or significantly impact its annual operating performance [1]

Market Performance - On August 25, the infrastructure sector rose by 1.12% compared to the previous trading day, with China Communications Construction Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up by 1.51%, while the Shenzhen Component Index closed at 12441.07, up by 2.26% [1] Individual Stock Performance - China Communications Construction Co., Ltd. (603815) closed at 9.34, with a gain of 10.01% and a trading volume of 176,500 shares, amounting to a transaction value of 162 million yuan [1] - Tonglin Co., Ltd. (605303) closed at 22.04, up by 9.98%, with a trading volume of 15,100 shares [1] - Pudong Construction (600284) closed at 8.95, increasing by 6.04%, with a trading volume of 957,200 shares [1] - ST Lingnan (002717) closed at 1.73, up by 4.85%, with a trading volume of 1,456,800 shares [1] - Other notable stocks include Hangzhou Garden (300649) at 19.44 (+3.85%) and Meili Ecology (000010) at 4.84 (+3.42%) [1] Capital Flow Analysis - On the same day, the infrastructure sector experienced a net outflow of 67.69 million yuan from institutional investors and a net outflow of 107 million yuan from speculative funds, while retail investors saw a net inflow of 175 million yuan [2] - The capital flow for key stocks showed that China Electric Power Construction (601868) had a net inflow of 71.48 million yuan from institutional investors, while ST Lingnan (002717) had a net inflow of 59.75 million yuan [3] - China Communications Construction Co., Ltd. (603815) recorded a net inflow of 52.10 million yuan from institutional investors, despite a net outflow from speculative and retail investors [3]

Core Viewpoint - Shanghai Tonghui Automotive Parts Distribution Center Co., Ltd., a subsidiary of Pudong Construction, announced a competitive negotiation for the gas engineering project related to the renovation and expansion of the Shanghai Tonghui Automotive Parts R&D and Intelligent Manufacturing Center, with a budget of 1.5943 million yuan [1] Company Summary - Shanghai Tonghui Automotive Parts Distribution Center Co., Ltd. is involved in the automotive parts sector and is a subsidiary of Pudong Construction, holding a 15% stake in the company [1]

浦东建设(600284)今日涨停，全天换手率7.90%，成交额6.28亿元，振幅10.04%。龙虎榜数据显示，机 构净卖出1321.24万元，沪股通净买入1006.33万元，营业部席位合计净买入7098.76万元。 4月30日公司发布的一季报数据显示，一季度公司共实现营业收入35.26亿元，同比下降41.33%，实现净 利润1.19亿元，同比下降18.48%。（数据宝） 浦东建设8月22日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 4561.45 | | | 买二 | 沪股通专用 | 4231.23 | | | 买三 部 | 中信建投证券股份有限公司上海市徐家汇路证券营业 | 3876.08 | | | 买四 | 光大证券股份有限公司北京月坛北街证券营业部 | 1740.93 | | | 买五 | 中泰证券股份有限公司济南纬二路证券营业部 | 1614.64 | | 卖一 沪股通专用 3224.90 | 卖二 | 东方证券股份有限公司上海杨浦区安波 ...

Market Performance - On August 22, the infrastructure sector rose by 0.84% compared to the previous trading day, with Pudong Construction leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Top Gainers in Infrastructure Sector - Pudong Construction (600284) closed at 8.44, with a gain of 10.04% and a trading volume of 766,100 shares, amounting to a transaction value of 628 million yuan [1] - Garden Shares (605303) closed at 20.04, up 9.99%, with a trading volume of 24,400 shares [1] - Oriental Landscape (002310) closed at 2.32, increasing by 5.94%, with a trading volume of 1,927,400 shares [1] Decliners in Infrastructure Sector - Hongrun Construction (002062) closed at 6.80, down 5.03%, with a trading volume of 1,129,400 shares and a transaction value of 773 million yuan [2] - Wenke Shares (002775) closed at 4.79, decreasing by 4.58%, with a trading volume of 523,300 shares [2] - Guanzhong Ecology (300948) closed at 11.96, down 2.92%, with a trading volume of 82,400 shares [2] Capital Flow Analysis - The infrastructure sector saw a net inflow of 187 million yuan from institutional investors, while retail investors experienced a net outflow of 27.54 million yuan [2] - Major stocks like Pudong Construction and Xinjiang Communications Construction attracted significant institutional investment, with net inflows of 132 million yuan and 97.48 million yuan respectively [3] Summary of Capital Flows for Key Stocks - Pudong Construction (600284) had a net inflow of 132 million yuan from institutional investors, while retail investors had a net outflow of 58.41 million yuan [3] - Xinjiang Communications Construction (002941) saw a net inflow of 97.48 million yuan from institutional investors, with retail investors experiencing a net outflow of 87.83 million yuan [3] - China Communications Construction (601800) had a net inflow of 80.67 million yuan from institutional investors, while retail investors faced a net outflow of 43.59 million yuan [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605303 | 园林股份 | 13.68 | 9.97% | 9.21万 | | 1.20亿 | | 001267 | 汇绿生态 | 13.23 | 5.42% | 44.80万 | | 5.87亿 | | 603388 | *ST元成 | 2.31 | 5.00% | 20.81万 | | 4785.90万 | | 600284 | 浦东建设 | 7.24 | 2.84% | 32.14万 | | 2.31亿 | | 002663 | 普邦股份 | 1.84 | 2.22% | 36.23万 | | 6679.64万 | | 603359 | 东珠生态 | 7.79 | 1.83% | 33.56万 | | 2.62亿 | | 300982 | 赤文电能 | 20.19 | 1.66% | 6.26万 | | 1.26亿 | | 603316 | 诚邦股份 | 8.52 | 1.43% | 11.05万 | | 9466.82万 ...

证券之星消息，8月14日基础建设板块较上一交易日下跌1.25%，北新路桥领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。基础建设板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603952 | 大千生态 | 43.35 | 10.00% | 8.18万 | | 3.46亿 | | 002628 | 成都路桥 | 5.29 | 7.09% | 125.59万 | | 6.70 Z | | 300649 | 杭州元林 | 17.14 | 3.25% | - 10.73万 | | 1.83亿 | | 600039 | 四川路桥 | 8.42 | 0.72% | 63.42万 | | 5.41亿 | | 600853 | 龙建股份 | 3.96 | 0.25% | 36.87万 | | 1.46亿 | | 600820 | 隧道股份 | 6.69 | 0.00% | 47.23万 | | 3.16亿 | | ...