登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600638 证券简称：新黄浦 公告编号：临2026-001 上海新黄浦实业集团股份有限公司 关于持有型不动产资产支持专项计划发行完成的公告 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。 上海新黄浦实业集团股份有限公司（以下简称"公司"）于2025年4月28日召开了第九届七次董事会会 议，审议通过了《关于开展保租房持有型不动产资产支持专项计划的议案》（以下简称"专项计划"）申 报发行工作的相关议案，详见公司于2025年4月30日在上海证券交易所（以下简称"上交所"）网站及指 定信息披露媒体上披露的《关于开展保租房持有型不动产资产支持专项计划的公告》（公告编号：临 2025-015）。 该专项计划由公司担任原始权益人，太平洋资产管理有限责任公司（以下简称"太平洋资管"）为计划管 理人，以闵行区梅陇镇MHPO-0306单元02-03A-01a地块租赁住房项目为底层资产。 公司于2025年12月25日收到上交所向太平洋资管出具的《关于对太保资产-新黄浦筑梦城保租房持有型 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司于2025年12月25日收到上交所向太平洋资管出具的《关于对太保资产-新黄浦筑梦城保租房持有型 不动产资产支持专项计划资产支持证券挂牌转让无异议的函》(上证函〔2025〕4315号)，无异议函自出 具之日起12个月内有效。 截至本公告披露日，认购资金已全部划入专项计划托管账户，投资者认购的资产支持证券总份数已达到 《太保资产-新黄浦筑梦城保租房持有型不动产资产支持专项计划说明书》等专项计划文件约定的资产 支持证券目标募集规模，本专项计划于2026年2月13日正式设立。 格隆汇2月24日丨新黄浦(600638.SH)公布，公司于2025年4月28日召开了第九届七次董事会会议，审议 通过了《关于开展保租房持有型不动产资产支持专项计划的议案》申报发行工作的相关议案，详见公司 于2025年4月30日在上海证券交易所网站及指定信息披露媒体上披露的《关于开展保租房持有型不动产 资产支持专项计划的公告》(公告编号：临2025-015)。 该专项计划由公司担任原始权益人，太平洋资产管理有限责任公司为计划管理人，以闵行区梅陇镇 MHPO-0306单元02-03A-01a地块 ...

该专项计划由公司担任原始权益人，太平洋资产管理有限责任公司为计划管理人，以闵行区梅陇镇 MHPO-0306单元02-03A-01a地块租赁住房项目为底层资产。 格隆汇2月24日丨新黄浦(600638.SH)公布，公司于2025年4月28日召开了第九届七次董事会会议，审议 通过了《关于开展保租房持有型不动产资产支持专项计划的议案》申报发行工作的相关议案，详见公司 于2025年4月30日在上海证券交易所网站及指定信息披露媒体上披露的《关于开展保租房持有型不动产 资产支持专项计划的公告》(公告编号：临2025-015)。 截至本公告披露日，认购资金已全部划入专项计划托管账户，投资者认购的资产支持证券总份数已达到 《太保资产-新黄浦筑梦城保租房持有型不动产资产支持专项计划说明书》等专项计划文件约定的资产 支持证券目标募集规模，本专项计划于2026年2月13日正式设立。 公司于2025年12月25日收到上交所向太平洋资管出具的《关于对太保资产-新黄浦筑梦城保租房持有型 不动产资产支持专项计划资产支持证券挂牌转让无异议的函》(上证函〔2025〕4315号)，无异议函自出 具之日起12个月内有效。 ...

证券代码：600638 证券简称：新黄浦 公告编号：临 2026-001 上海新黄浦实业集团股份有限公司关于持有型不动产资产 支持专项计划发行完成的公告 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。 该专项计划由公司担任原始权益人，太平洋资产管理有限责任公司（以下简 称"太平洋资管"）为计划管理人，以闵行区梅陇镇 MHPO-0306 单元 02-03A-01a 地块租赁住房项目为底层资产。 特此公告。 公司于 2025 年 12 月 25 日收到上交所向太平洋资管出具的《关于对太保资 产-新黄浦筑梦城保租房持有型不动产资产支持专项计划资产支持证券挂牌转让 无异议的函》（上证函〔2025〕4315 号），无异议函自出具之日起 12 个月内有效。 上海新黄浦实业集团股份有限公司 截至本公告披露日，认购资金已全部划入专项计划托管账户，投资者认购的 资产支持证券总份数已达到《太保资产-新黄浦筑梦城保租房持有型不动产资产 支持专项计划说明书》等专项计划文件约定的资产支持证券目标募集规模，本专 项计划于 2026 年 2 月 13 日正 ...

新黄浦公告称，公司于2025年4月启 动保租房持有型不动产资产支持专项计划申报发行工作。该专项计 划以闵行区一租赁住房项目为底层资产，公司为原始权益人， 太平洋资管为管理人。2026年2月13日专 项计划正式设立，规模11.94亿元，预计2089年10月31日到期，发行场所为上交所。2月24日，公司已完 成专项计划底层资产所属项目公司交割义务，计划管理人已成为新股东。 ...

Group 1 - Iwojia (000560) is a leading real estate agency in China, established in 2000, focusing on property leasing, second-hand housing transactions, new house agency, and home services, benefiting from the rental and sales rights policy [1][33] - The company has over 3,000 offline stores and has served more than 10 million families, with its "Xiangyu" brand managing over 400,000 rental units [1][33] - Future prospects include market share expansion due to the deepening of rental and sales rights policies and enhanced service experience through digital tools [1][33] Group 2 - Huafa Group (600325) is a well-established real estate company under the Zhuhai State-owned Assets Supervision and Administration Commission, focusing on real estate development and property services, primarily in the Guangdong-Hong Kong-Macao Greater Bay Area [2][34] - The company actively participates in the rental and sales rights sector with its "Huafa Youjia" rental brand and is involved in urban renewal and industrial support projects [2][34] - Future outlook includes value reassessment of land reserves and profit growth from the expansion of rental business [2][34] Group 3 - Caixin Development (000838) is a listed platform under Chongqing Caixin Group, focusing on real estate development and urban renewal, primarily in the Chengdu-Chongqing economic circle [3][35] - The company integrates into the regional housing rental system through self-owned apartment projects and affordable housing cooperation [3][35] - Future prospects include long-term value release from land reserves and urban renewal projects, with rental business expansion opening new growth opportunities [3][35] Group 4 - China Merchants Shekou (001979) is a flagship real estate platform under China Merchants Group, focusing on real estate development and commercial operations, primarily in key urban clusters [4][36] - The company has over 20,000 rental units under its "Yijian" brand and is deeply involved in the construction of affordable rental housing [4][36] - Future outlook includes profit growth from the expansion of rental business and asset revitalization through REITs pilot projects [4][36] Group 5 - Chengdu Investment Holdings (600649) is a city construction and operation platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on real estate development and water operations [5][37] - The company actively responds to policy directions through affordable housing projects and long-term rental operations [5][37] - Future prospects include expansion of rental business scale and long-term value release from urban renewal projects [5][37] Group 6 - Binjiang Group (002244) is a leading real estate company in Hangzhou, focusing on high-quality residential development and commercial operations [6][39] - The company actively participates in the housing rental market through self-owned commercial properties and long-term rental projects [6][39] - Future outlook includes value reassessment of land reserves and profit growth from rental business expansion [6][39] Group 7 - Sealand (002285) is a leading comprehensive real estate service provider in China, focusing on property agency, rental services, and asset operation [7][40] - The company has served over one million families and manages over 100,000 rental units under its "Hongpu Apartment" brand [7][40] - Future prospects include market share expansion and service experience enhancement through digital tools [7][40] Group 8 - Poly Developments (600048) is a flagship real estate platform under Poly Group, focusing on real estate development and property services [8][41] - The company has over 50,000 rental units under its "Poly Apartment" brand and is involved in affordable rental housing construction [8][41] - Future outlook includes profit growth from rental business expansion and financing advantages under state-owned enterprise background [8][41] Group 9 - Huangting International (000056) is a commercial real estate operator based in Shenzhen, focusing on commercial property operations and financial services [9][42] - The company actively participates in the housing rental market through self-owned commercial property transformation and long-term rental operations [9][42] - Future prospects include further opening of rental space through commercial property transformation and value release from urban renewal projects [9][42] Group 10 - Jinhe Commercial Management (603682) is a leading cultural and creative park operator, focusing on urban renewal and cultural park operations [10][43] - The company integrates into the regional housing rental system through park-affiliated apartment operations and affordable housing cooperation [10][43] - Future outlook includes growth in park-affiliated rental business and consolidation of industry position through ongoing urban renewal projects [10][43] Group 11 - Vanke A (000002) is a leading real estate company in China, focusing on real estate development and rental operations [11][44] - The company has over 200,000 rental units under its "Boyu" brand, making it one of the largest long-term rental apartment operators in China [11][44] - Future prospects include profit growth from rental business expansion and asset revitalization through REITs pilot projects [11][44] Group 12 - Tianjian Group (000090) is a city construction and operation platform under the Shenzhen State-owned Assets Supervision and Administration Commission, focusing on real estate development and urban construction [12][45] - The company actively responds to policy directions through affordable housing projects and long-term rental operations [12][45] - Future outlook includes expansion of rental business scale and long-term value release from urban renewal projects [12][45] Group 13 - ST Sunshine (000608) is an established glass manufacturing company transitioning into the new energy and real estate sectors [13][46] - The company attempts to enter the housing rental market through self-owned property transformation and affordable housing cooperation [13][46] - Future prospects include growth in rental business and recovery of overall performance through the expansion of photovoltaic glass business [13][46] Group 14 - 365 Network (300295) is a leading real estate internet service platform, focusing on property information and transaction services [14][47] - The company integrates rental housing information through its online platform, benefiting from the rental and sales rights policy [14][47] - Future outlook includes growth in online rental platform traffic and improved profitability through financial technology business expansion [14][47] Group 15 - Debi Group (300947) is a leading cultural and creative park operator, focusing on urban renewal and cultural park operations [15][48] - The company integrates into the regional housing rental system through park-affiliated apartment operations and affordable housing cooperation [15][48] - Future prospects include growth in park-affiliated rental business and consolidation of industry position through ongoing urban renewal projects [15][48] Group 16 - Changjiang Investment (600119) is a logistics and real estate platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on logistics operations and real estate development [16][49] - The company attempts to enter the housing rental market through self-owned property transformation and affordable housing cooperation [16][49] - Future outlook includes growth in rental business and performance improvement through logistics real estate appreciation [16][49] Group 17 - New Huangpu (600638) is a real estate platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on real estate development and financial services [17][50] - The company actively participates in the housing rental market through affordable housing projects and long-term rental operations [17][50] - Future prospects include expansion of rental business scale and long-term value release from urban renewal projects [17][50] Group 18 - Yueshin Health (002162) is a health real estate and elderly care service provider, focusing on health real estate development and elderly care services [18][51] - The company integrates into the regional housing rental system through health community-affiliated apartment operations and affordable housing cooperation [18][51] - Future outlook includes growth in health rental business and improved profitability through the expansion of elderly care services [18][51]

Market Overview - The real estate development sector experienced a decline of 0.9% compared to the previous trading day, with Shanghai Shimao Development leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Notable gainers in the real estate sector included: - Shunfa Hengneng (000631) with a closing price of 4.25, up 7.59% on a trading volume of 1.21 million shares and a turnover of 513 million yuan [1] - Jingneng Yandi (600791) closed at 6.24, up 4.52% with a trading volume of 446,200 shares and a turnover of 279 million yuan [1] - Guangming Real Estate (600708) closed at 4.20, up 4.22% with a trading volume of 687,800 shares and a turnover of 282 million yuan [1] - Major decliners included: - Shanghai Shimao Development (600748) closed at 5.71, down 4.83% with a trading volume of 308,800 shares and a turnover of 176 million yuan [2] - ST Rongkong (000668) closed at 13.40, down 4.76% with a trading volume of 43,700 shares and a turnover of 5.94 million yuan [2] - Chizhou High-tech (600736) closed at 7.53, down 4.44% with a trading volume of 1.15 million shares and a turnover of 874 million yuan [2] Capital Flow - The real estate development sector saw a net outflow of 852 million yuan from institutional investors, while retail investors contributed a net inflow of 679 million yuan [2][3] - The capital flow for specific stocks showed: - Wantong Development (600246) had a net outflow of 90.59 million yuan from institutional investors [3] - Guangming Real Estate (600708) experienced a net inflow of 42.72 million yuan from institutional investors [3] - Shunfa Hengneng (000631) had a net inflow of 41.92 million yuan from institutional investors [3]

Group 1 - The trust concept sector declined by 1.09%, ranking among the top declines in concept sectors, with companies like Huaguang Huaneng, Delong Huineng, and Maoye Commercial experiencing significant drops [1][2] - Among the trust concept stocks, three companies saw price increases, with Hongda Co., New Huangpu, and Jianyuan Trust rising by 1.80%, 1.10%, and 0.34% respectively [1][2] - The trust concept sector experienced a net outflow of 381 million yuan, with 17 stocks facing net outflows, and six stocks seeing outflows exceeding 30 million yuan [2][3] Group 2 - The top net outflow stock was Zhongyou Capital, with a net outflow of 105 million yuan, followed by Guowang Yingda and Huaguang Huaneng with net outflows of 89.28 million yuan and 68.60 million yuan respectively [2][3] - The leading stocks for net inflow in the trust concept sector included Hongda Co., Guotou Investment, and Zhejiang Dongfang, with net inflows of 45.47 million yuan, 18.86 million yuan, and 13.57 million yuan respectively [2][3] - The trading volume for Zhongyou Capital was 0.60%, while Guowang Yingda had a trading volume of 1.29%, indicating varying levels of investor activity within the sector [3]

Group 1 - The core viewpoint of the news is that Shanghai Xin Huangpu Industrial Group Co., Ltd. has experienced fluctuations in its stock price and financial performance, with a notable increase in net profit despite a significant drop in revenue [2][3] Group 2 - As of January 16, the stock price of Xin Huangpu decreased by 2.24% to 6.98 CNY per share, with a total market capitalization of 4.7 billion CNY [1] - The company has seen a year-to-date stock price increase of 7.88%, with a 25.09% rise over the past 20 days [2] - Xin Huangpu's main business revenue composition includes 52.95% from property sales, 34.02% from real estate leasing, and 5.68% from property management services [2] - As of September 30, the number of shareholders increased by 3.46% to 33,300, while the average circulating shares per person decreased by 3.35% to 20,220 shares [2] - For the period from January to September 2025, Xin Huangpu reported operating revenue of 489 million CNY, a year-on-year decrease of 61.01%, while net profit attributable to shareholders increased by 144.93% to 137 million CNY [2] - The company has distributed a total of 1.415 billion CNY in dividends since its A-share listing, with 61.279 million CNY distributed in the last three years [3]

Group 1 - The core viewpoint of the news is that Shanghai Xin Huangpu Industrial Group Co., Ltd. has shown significant stock performance and financial metrics, indicating potential investment interest [1][2]. - As of January 14, the stock price of Xin Huangpu increased by 2.03% to 7.05 CNY per share, with a total market capitalization of 4.747 billion CNY [1]. - The company has experienced a stock price increase of 8.96% year-to-date, with notable gains of 5.86% over the last five trading days and 26.80% over the last 20 days [1]. Group 2 - For the period from January to September 2025, Xin Huangpu reported operating revenue of 489 million CNY, a year-on-year decrease of 61.01%, while net profit attributable to shareholders increased by 144.93% to 137 million CNY [2]. - The company has a total of 33,300 shareholders as of September 30, which is an increase of 3.46% from the previous period, with an average of 20,220 circulating shares per shareholder, a decrease of 3.35% [2]. - Xin Huangpu has distributed a total of 1.415 billion CNY in dividends since its A-share listing, with 61.279 million CNY distributed over the past three years [3].