| 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国盛证券有限责任公司长沙茶子山东路证券营业部 | 941.12 | | | 买二 | 东吴证券股份有限公司苏州永昌泾大道证券营业部 | 810.05 | | | 买三 | 中信建投证券股份有限公司北京怀柔府前街证券营业 部 | 681.81 | | | 买四 | 国泰海通证券股份有限公司广州东风中路证券营业部 | 673.52 | | | 买五 | 东海证券股份有限公司长沙芙蓉中路证券营业部 | 672.50 | | | 卖一 | 国信证券股份有限公司上海漕溪北路证券营业部 | | 956.99 | | 卖二 | 国泰海通证券股份有限公司总部 | | 465.27 | | 卖三 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | | 423.03 | | 卖四 | 华泰证券股份有限公司盐城分公司 | | 312.12 | 卖五 国信证券股份有限公司上海分公司 278.38 （文章来源：证券时报网） 具体来看，今日上榜营业部中，第一大买入营业部为国盛证券有限责任公 ...

Market Performance - The real estate development sector increased by 0.98% on September 29, with Xin Huangpu leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Top Gainers - Xin Huangpu (600638) closed at 6.12, up 10.07% with a trading volume of 395,300 shares and a turnover of 237 million yuan [1] - Wolong New Energy (600173) closed at 9.19, up 10.06% with a trading volume of 543,100 shares and a turnover of 489 million yuan [1] - Wanye Enterprise (600641) closed at 20.00, up 8.99% with a trading volume of 810,200 shares and a turnover of 1.586 billion yuan [1] Top Losers - Dalong Real Estate (600159) closed at 2.91, down 4.90% with a trading volume of 705,700 shares and a turnover of 206 million yuan [2] - ST Nan Zhi (002305) closed at 2.03, down 4.25% with a trading volume of 764,300 shares and a turnover of 156 million yuan [2] - Electronic City (600658) closed at 5.52, down 3.33% with a trading volume of 560,800 shares and a turnover of 310 million yuan [2] Capital Flow - The real estate development sector experienced a net outflow of 754 million yuan from institutional investors, while retail investors saw a net inflow of 907 million yuan [2] - The capital flow data indicates that retail investors were more active in the market compared to institutional and speculative funds [2][3] Individual Stock Capital Flow - Wolong New Energy (600173) had a net inflow of 1.67 billion yuan from institutional investors, while it faced a net outflow of 783.39 million yuan from speculative funds [3] - Xin Huangpu (600638) saw a net inflow of 722.45 million yuan from institutional investors, with a net outflow of 400.78 million yuan from speculative funds [3] - Wanye Enterprise (600641) had a net inflow of 491.79 million yuan from institutional investors, but faced a net outflow of 827.68 million yuan from speculative funds [3]

证券代码：600638 证券简称：新黄浦 公告编号：临 2025-028 上海新黄浦实业集团股份有限公司 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。 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度 的经营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息 披露允许的范围内就投资者普遍关注的问题进行回答。 重要内容提示： 投资者可于 2025 年 10 月 10 日 （星期五） 至 10 月 16 日 （星期四） 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司 邮箱 600638@600638.com 进行提问。公司将在说明会上对投资者普遍关注 的问题进行回答。 上海新黄浦实业集团股份有限公司（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 17 日 （星期五） 15:00-1 ...

Core Viewpoint - The A-share market's real estate sector experienced a significant rally, with notable stocks such as Xin Huangpu and Wolong New Energy hitting the daily limit up, while Wan Ye Enterprise and Binjiang Group also saw increases [1] Company Summary - Xin Huangpu surged to the daily limit, indicating strong investor interest and confidence in the stock [1] - Wolong New Energy previously reached the daily limit, suggesting positive market sentiment towards the company [1] - Wan Ye Enterprise and Binjiang Group followed suit with price increases, reflecting a broader trend of recovery in the real estate sector [1]

Core Insights - New Huangpu's stock price increased by 2.16% on September 26, reaching 5.67 CNY per share, with a total market capitalization of 3.818 billion CNY [1] - The company has seen an 11.99% increase in stock price year-to-date, but has experienced a decline of 2.91% over the last five trading days [2] Financial Performance - For the first half of 2025, New Huangpu reported a revenue of 497 million CNY, a slight decrease of 0.04% year-on-year, while net profit attributable to shareholders increased by 368.46% to 102 million CNY [2] - Cumulative cash dividends since the company's A-share listing amount to 1.415 billion CNY, with 61.279 million CNY distributed over the last three years [3] Shareholder Information - As of June 30, the number of shareholders increased by 8.54% to 32,200, with an average of 20,920 circulating shares per shareholder, a decrease of 7.87% [2]

Group 1 - The core viewpoint of the news is that Shanghai Xin Huangpu Industrial Group Co., Ltd. has experienced a decline in stock price and trading activity, with a current market value of 3.744 billion yuan and a year-to-date stock price increase of 9.82% [1] - As of June 30, the number of shareholders increased by 8.54% to 32,200, while the average circulating shares per person decreased by 7.87% to 20,920 shares [2] - For the first half of 2025, the company reported a revenue of 497 million yuan, a slight decrease of 0.04% year-on-year, while the net profit attributable to shareholders increased significantly by 368.46% to 102 million yuan [2] Group 2 - The company has distributed a total of 1.415 billion yuan in dividends since its A-share listing, with 61.2791 million yuan distributed over the past three years [3] - The main business of the company includes real estate development and sales, contributing 86.97% to its revenue, with other segments such as tourism and catering services making up smaller portions [1] - The company is classified under the real estate development sector, specifically in residential development, and is associated with various investment concepts such as fund participation and trust concepts [1]

9月24日，新黄浦盘中上涨2.16%，截至09:52，报5.67元/股，成交1556.47万元，换手率0.41%，总市值 38.18亿元。 资金流向方面，主力资金净流出176.14万元，特大单买入0.00元，占比0.00%，卖出114.68万元，占比 7.37%；大单买入135.71万元，占比8.72%，卖出197.17万元，占比12.67%。 新黄浦今年以来股价涨11.99%，近5个交易日跌6.44%，近20日跌4.55%，近60日跌1.61%。 分红方面，新黄浦A股上市后累计派现14.15亿元。近三年，累计派现6127.91万元。 资料显示，上海新黄浦实业集团股份有限公司位于上海市黄浦区北京东路668号东楼32层，成立日期 1996年9月23日，上市日期1993年3月26日，公司主营业务涉及房地产开发与销售。主营业务收入构成 为：房地产业86.97%，旅游餐饮服务5.68%，其他(补充)4.57%，住宿和餐饮业2.78%，代管代建 0.18%。 责任编辑：小浪快报 新黄浦所属申万行业为：房地产-房地产开发-住宅开发。所属概念板块包括：参股基金、破净股、小 盘、信托概念、长期破净等。 截至6月30日，新黄浦 ...

Group 1 - The core viewpoint of the news is that Xin Huangpu's stock has experienced fluctuations, with a recent decline in price and mixed performance in terms of trading volume and capital flow [1][2]. - As of September 19, Xin Huangpu's stock price was 5.73 CNY per share, with a market capitalization of 3.859 billion CNY [1]. - Year-to-date, Xin Huangpu's stock price has increased by 13.17%, but it has seen declines of 4.34% over the last five trading days, 6.37% over the last 20 days, and 2.43% over the last 60 days [2]. Group 2 - Xin Huangpu's main business involves real estate development and sales, contributing 86.97% to its revenue, with other segments including tourism and catering services [2]. - As of June 30, the number of shareholders for Xin Huangpu was 32,200, an increase of 8.54% from the previous period, while the average circulating shares per person decreased by 7.87% [2]. - For the first half of 2025, Xin Huangpu reported operating revenue of 497 million CNY, a slight decrease of 0.04% year-on-year, while net profit attributable to shareholders increased by 368.46% to 102 million CNY [2]. Group 3 - Xin Huangpu has cumulatively distributed 1.415 billion CNY in dividends since its A-share listing, with 61.2791 million CNY distributed over the past three years [3].

Market Overview - The futures concept sector experienced a decline of 0.14% compared to the previous trading day, with Suhao Fashion leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Notable gainers in the futures concept sector included: - Yuanda Environmental (600292) with a closing price of 13.50, up 6.13%, and a trading volume of 451,800 shares, totaling 608 million yuan [1] - Quzhou Development (600208) closed at 4.53, up 1.57%, with a trading volume of 926,400 shares, totaling 418 million yuan [1] - Xinda Securities (601059) closed at 18.82, up 1.29%, with a trading volume of 409,000 shares, totaling 773 million yuan [1] - Conversely, significant decliners included: - Shisuo Fashion (600287) closed at 6.09, down 2.40%, with a trading volume of 83,700 shares, totaling 51.23 million yuan [2] - Meihu Co. (603319) closed at 37.57, down 2.39%, with a trading volume of 134,400 shares, totaling 510 million yuan [2] - Zhongke Jincai (002657) closed at 35.80, down 1.57%, with a trading volume of 303,400 shares, totaling 1.104 billion yuan [2] Capital Flow - The futures concept sector saw a net outflow of 380 million yuan from main funds, while retail funds experienced a net inflow of 269 million yuan [2] - The main fund inflows for notable stocks included: - Xinda Securities (601059) with a net inflow of 47.42 million yuan, accounting for 6.14% of total inflows [3] - Yuanda Environmental (600292) with a net inflow of 45.33 million yuan, accounting for 7.45% of total inflows [3] - In contrast, significant outflows were observed in: - Yuanda Environmental (600292) with a net outflow of 51.45 million yuan from retail investors, accounting for -6.66% [3] - Dahuang Technology (600288) with a net outflow of 72.80 million yuan from retail investors, accounting for -22.97% [3]

Core Viewpoint - New Huangpu (600638) reported a significant increase in net profit for the first half of 2025, with a year-on-year growth of 368.46%, despite a slight decline in total revenue [1] Financial Performance - Total revenue for the first half of 2025 was 497 million yuan, a decrease of 0.04% compared to the previous year [1] - Net profit attributable to shareholders reached 102 million yuan, up 368.46% year-on-year [1] - In Q2 2025, total revenue was 219 million yuan, down 21.84% year-on-year, while net profit attributable to shareholders was 24.04 million yuan, an increase of 32.08% [1] - Gross margin was 33.49%, a decrease of 33.15% year-on-year, while net margin improved to 27.31%, up 365.62% [1] - Total operating expenses (selling, administrative, and financial) amounted to 240 million yuan, accounting for 48.3% of revenue, a decrease of 22.13% year-on-year [1] Key Financial Ratios - Earnings per share (EPS) increased to 0.15 yuan, a rise of 368.63% year-on-year [1] - Operating cash flow per share was 1.95 yuan, a significant increase of 788.91% year-on-year [1] - Return on Invested Capital (ROIC) for the previous year was 4.12%, indicating weak capital returns [2][3] - The company's historical median ROIC over the past decade was 3.63%, with a notably poor performance in 2019 [2] Cash Flow and Debt Management - The company has a healthy cash position, with cash assets significantly exceeding liabilities [2] - The cash flow situation warrants attention, as the ratio of cash assets to current liabilities is only 55.51% [3]