证券代码：600604 900902 证券简称：市北高新 市北 B 股 公告编码：临 2025-025 上海市北高新股份有限公司 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： 上海市北高新股份有限公司（以下简称"公司"）股票于2025年7月10日、7 月11日、7月14日连续三个交易日内收盘价格涨幅偏离值累计超过20%，根据 《上海证券交易所交易规则》的有关规定，属于股票交易异常波动。 经公司自查，并书面征询公司控股股东及实际控制人，截止本公告披露日， 不存在应披露而未披露的重大信息。 截至 2025 年 7 月 11 日，公司 A 股股票市净率为 1.67。根据中证指数官网发 布的中上协行业分类显示，公司所属的行业分类"K70 房地产业"市净率为 0.82。公司市净率高于行业平均水平。 公司于2025年7月15日披露《2025年半年度业绩预亏公告》，预计公司2025年 上半年度实现归属于母公司所有者的净利润为-17,000.00万元到-12,000.00万 元之间，2025年上半年度实 ...

[Shanghai Shibei Hi-Tech Co., Ltd. 2025 Semi-Annual Performance Pre-Loss Announcement](index=1&type=section&id=Shanghai%20Shibei%20Hi-Tech%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Pre-Loss%20Announcement) [Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company expects a loss for the first half of 2025, with net profit attributable to shareholders ranging from -170 million RMB to -120 million RMB, and non-recurring net profit from -180 million RMB to -130 million RMB, based on unaudited preliminary estimates 2025 Semi-Annual Performance Forecast (Unit: RMB Ten Thousand) | Indicator | Estimated Amount Range (RMB Ten Thousand) | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | -17,000.00 to -12,000.00 | | Net Profit Attributable to Parent Company Shareholders (Excluding Non-Recurring Items) | -18,000.00 to -13,000.00 | - This performance forecast is a preliminary estimate by the company's finance department and has not yet been audited by a certified public accountant[3](index=3&type=chunk) [Prior Period Performance Comparison](index=1&type=section&id=II.%20Prior%20Period%20Performance%20and%20Financial%20Status) Compared to the same period in 2024, the company's loss shows an expanding trend, with 2024 H1 net profit attributable to parent at -136 million RMB and non-recurring net profit at -119 million RMB 2024 Semi-Annual Performance Data (Unit: RMB Ten Thousand) | Indicator | 2024 H1 Amount (RMB Ten Thousand) | | :--- | :--- | | Total Profit | -14,867.31 | | Net Profit Attributable to Parent Company Shareholders | -13,618.27 | | Net Profit Attributable to Parent Company Shareholders (Excluding Non-Recurring Items) | -11,888.59 | | Earnings Per Share (RMB) | -0.0727 | - Compared to **-136 million RMB** net profit attributable to parent in 2024 H1, the upper limit of the 2025 H1 estimated loss range (**-170 million to -120 million RMB**) has expanded[3](index=3&type=chunk)[4](index=4&type=chunk) [Analysis of Performance Pre-Loss Reasons](index=2&type=section&id=III.%20Main%20Reasons%20for%20Current%20Period%20Performance%20Pre-Loss) The company attributes the current period's pre-loss primarily to external factors, specifically the macroeconomic environment and industry policies impacting industrial carrier sales below expectations - The primary reason for the pre-loss is that the company's industrial carrier sales did not meet expectations due to the macroeconomic environment and industry policies[6](index=6&type=chunk) [Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) The company emphasizes that this performance forecast is a preliminary, unaudited calculation, while also stating no significant uncertainties affect its accuracy - The company states this performance forecast is a preliminary calculation based on its professional judgment, unaudited by certified public accountants, and free from significant uncertainties affecting its accuracy[7](index=7&type=chunk) [Other Explanations](index=2&type=section&id=V.%20Other%20Explanations) The company reminds investors that final financial data will be based on the officially disclosed 2025 semi-annual report, advising caution regarding investment risks - The final accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report, and investors are advised to be aware of investment risks[8](index=8&type=chunk)

Group 1 - The real estate sector is becoming active again, with companies such as Shibei Gaoxin (600604) and Greenland Holdings (600606) hitting the daily limit up [1] - Yuhua Development (000514) has seen an increase of over 9% [1] - Other companies like Everbright Jiabao (600622) and Waigaoqiao (600648) opened significantly higher [1] Group 2 - There is a surge of dark pool funds flowing into these stocks [1]

Group 1 - Company stock price increased by 5.79% to 5.12 CNY as of June 27, 2025, with a weekly high of 5.85 CNY and a low of 4.68 CNY [1] - Company has a total market capitalization of 9.591 billion CNY, ranking 29th out of 92 in the real estate development sector and 1682nd out of 5151 in the A-share market [1] Group 2 - Company announced a cash dividend of 0.01 CNY per A-share and 0.001391 USD per B-share for the 2024 annual profit distribution [2] - The A-share record date is June 30, 2025, with the ex-dividend date and payment date on July 1, 2025; B-share record date is July 3, 2025, with the last trading day on June 30, 2025, and payment date on July 17, 2025 [2] - Total cash dividend distribution amounts to approximately 18.73 million CNY based on the total share capital of 1,873,304,804 shares [2]

Summary of Key Points Core Viewpoint - On June 25, 2025, Shibei Gaoxin (600604) closed at 5.32 yuan, reaching the daily limit with a 9.92% increase, indicating strong market interest and positive investor sentiment [1][2]. Trading Information - The stock hit its daily limit at 11:26 AM and did not open the limit again, with a closing order amount of 59.06 million yuan, accounting for 0.79% of its market capitalization [2][4]. - The net inflow of institutional funds was 83.48 million yuan, representing 30.88% of the total trading volume, while retail investors experienced a net outflow of 35.16 million yuan, which is 13.01% of the total trading volume [2]. Company Announcements - Shibei Gaoxin announced its 2024 annual equity distribution plan, detailing a cash dividend of 0.01 yuan per A-share and 0.001391 USD per B-share [2][4]. - Key dates for the dividend distribution include: - A-share registration date: June 30, 2025 - Ex-dividend date: July 1, 2025 - Cash dividend payment date: July 1, 2025 (A-shares), July 17, 2025 (B-shares) [2]. - The total cash dividend distribution amounts to approximately 18.73 million yuan based on the company's total share capital of 1,873,304,804 shares [2].

Group 1 - The real estate sector is experiencing a rapid surge, with Shibei Gaoxin (600604) hitting the daily limit up, indicating strong investor interest [1] - New Huangpu (600638) has seen an increase of over 8%, reflecting positive market sentiment towards the company [1] - Other companies such as Phoenix Shares (600716), China Merchants Jiyu (001914), and Hefei Urban Construction (002208) are also witnessing upward movement in their stock prices [1] Group 2 - There is a notable influx of dark pool funds into these stocks, suggesting increased trading activity and potential investment opportunities in the real estate sector [1]

证券代码：600604 证券简称：市北高新 公告编号：2025-023 900902 |市北 B 股 上海市北高新股份有限公司 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。 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 1. 发放年度：2024年年度 2. 分派对象： 3. 分配方案： 重要内容提示： 每股分配比例 A 股每股现金红利0.01元，B 股每股现金红利0.001391美元 相关日期 | 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 | 2025/6/30 | － | 2025/7/1 | 2025/7/1 | | Ｂ股 | 2025/7/3 | 2025/6/30 | | 2025/7/17 | 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 ...

Core Viewpoint - The article highlights the transformation of the Nantong North High-tech Industrial Development Zone into a hub for innovation and high-quality development, emphasizing the importance of collaboration in enhancing the Yangtze River Delta's innovation capabilities [1][4]. Group 1: Technological and Industrial Innovation - The Nantong North High-tech Zone has produced several leading domestic medical innovations, including the first commercial implantation of a "dialysis artificial blood vessel" and the approval of a "blood flow-guided mesh stent" [2]. - The area has seen significant growth, with its size expanding from 5.24 square kilometers to 68.08 square kilometers, although industrial land use remains below 40% [2]. - The high-tech output of the zone exceeded 10 billion yuan last year, accounting for 68.15% of the total industrial output value [2]. Group 2: Strategic Collaboration and Development - The Nantong North High-tech Zone is a pioneer in the integrated development of the Yangtze River Delta, having established a collaborative model with Shanghai that emphasizes mutual benefits and resource sharing [4][6]. - The zone has attracted over 300 high-quality innovative enterprises, with 60% of its industries collaborating with Shanghai and 70% of its companies working with Shanghai's universities [6]. - The establishment of incubators and accelerators in collaboration with Shanghai has marked a new phase of cooperation, enhancing the innovation ecosystem [5][6]. Group 3: Financial Support and Investment - The Nantong North High-tech Zone has formed a financial ecosystem with a total scale of 12.7 billion yuan across 14 government-guided funds, facilitating over 3.4 billion yuan in equity financing for innovative enterprises in the past three years [8]. - The zone's financial strategies aim to attract high-quality projects and foster a collaborative environment for innovation and development [8]. Group 4: Future Prospects and Goals - The Nantong North High-tech Zone is positioned as a "demonstration field" for innovation and collaboration, with aspirations to contribute significantly to the economic development of Nantong and the broader Jiangsu province [7][8]. - The local government emphasizes the importance of leveraging national strategies to enhance resource allocation and drive regional development [8][9].

Market Overview - A-shares experienced a low open and high close, with the Shanghai Composite Index rising by 0.35%, Shenzhen Component Index by 0.41%, and ChiNext Index by 0.66% [1] - The total market turnover reached 12,435 billion, with over 3,500 stocks in the market closing in the green [1] Stablecoin Concept - The stablecoin concept surged throughout the day, with the digital currency sector rising by 4.72%, making it the top-performing industry concept [2] - Notable stocks included Tianyang Technology and Sifang Jingchuang hitting the 20% limit up, while Lakala rose over 15% [2] - The positive sentiment is attributed to favorable policies boosting investor confidence, with long-term prospects for stablecoins expected to drive the virtual asset industry [3] Financial Sector Performance - The banking sector showed strong performance, with Qingnong Commercial Bank and Sunong Bank rising over 3%, and several banks reaching historical highs [4] - The People's Bank of China reported an increase in social financing scale and new RMB loans, indicating a robust financial environment [4] - Analysts suggest that bank stocks have strong earnings certainty and recommend focusing on their investment value due to stable fundamentals and low valuations [5] Real Estate Sector Activity - The real estate sector exhibited strong performance, with a 1.69% overall increase, and 81 out of 91 stocks rising [6] - Positive policy signals from the government aim to stabilize the real estate market, with measures to optimize existing policies and enhance market expectations [6][7] - The National Bureau of Statistics indicated that the real estate market is moving towards stabilization, supported by the implementation of various policies [7]

Group 1: Industry Overview - The "Next Generation New Display and Terminal Application International Conference" was held to promote the development of the ultra-high-definition audiovisual industry cluster in Shanghai [1] - The Jing'an District government has initiated policies to support the ultra-high-definition audiovisual industry, marking it as a new strategic industry for the city [1] - The City North High-tech Zone has established itself as a key operator in the ultra-high-definition audiovisual park, nurturing benchmark companies in the sector [1] Group 2: Company Highlights - Xianghang Technology specializes in medium-free holographic technology and has developed a proprietary system for interactive holographic images, holding over 500 global intellectual property rights [2] - The company's products are applied in various fields, including smart cockpits, public services, smart healthcare, and consumer electronics, showcasing a full-chain development from technology to industry application [2] - Yudong Ruiyi focuses on virtual reality (VR) technology, which is evolving from a luxury item to a practical tool in daily life, with applications in gaming, education, and industrial sectors [3] Group 3: Future Development - The City North High-tech Zone aims to attract more ultra-high-definition audiovisual companies, including those in augmented reality (AR), to enhance the digital transformation of enterprises [4] - The park is fostering a collaborative innovation environment by integrating various digital technologies such as cloud computing, big data, artificial intelligence, and blockchain [4] - Strategic initiatives, including a multi-million funding pool and talent acquisition programs, are set to support the transition from industry aggregation to ecosystem cultivation, contributing to the high-quality development of China's digital economy [5]