人民财讯1月15日电，城投控股（600649）1月15日公告，2025年第四季度，公司新增竣工面积16.96万 平方米，无新增开工面积。2025年第四季度，公司实现签约销售面积1.85万平方米，同比减少67.45%； 实现签约销售金额23.18亿元，同比减少71.41%。其中，销售面积不包含车位，销售金额包含车位。 ...

1.公司主要项目建设情况： 2025 年第四季度，公司新增竣工面积 169,592 平方米， 无新增开工面积。 证券代码：600649 证券简称：城投控股 公告编号：2026-001 上海城投控股股份有限公司 2025 年 第四季度主要房产项目经营数据简报 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。 根据《上海证券交易所上市公司自律监管指引第 3 号— —行业信息披露》的相关要求，现将公司 2025 年第四季度 主要房产项目经营情况进行公告，具体如下： 上海城投控股股份有限公司董事会 2026 年 1 月 16 日 2 2.公司主要项目销售情况 2025 年第四季度，公司主要在售项目包括露香园二期、 璟雲里二期、馥公馆、虹盛里、水尚华庭等，实现签约销售 面积 18,487 平方米，同比减少 67.45%；实现签约销售金额 231,830 万元，同比减少 71.41%。其中，销售面积不包含车 位，销售金额包含车位。 3.公司主要项目出租情况 2025 年第四季度，公司主要在租项目包含城投宽庭租赁 社区、城投控股大厦等项目，出 ...

Core Viewpoint - The company reported a significant decline in both sales area and sales amount for the fourth quarter of 2025, indicating challenges in the real estate market [1] Group 1: Construction and Sales Performance - In Q4 2025, the company completed an additional construction area of 169,592 square meters, with no new construction starts [1] - The main projects for sale included Lu Xiang Yuan Phase II, Jing Yun Li Phase II, Fu Gong Guan, Hong Sheng Li, and Shui Shang Hua Ting, achieving a signed sales area of 18,487 square meters, a year-on-year decrease of 67.45% [1] - The signed sales amount reached 2.318 billion yuan, reflecting a year-on-year decrease of 71.41%, with the sales area excluding parking spaces and the sales amount including parking spaces [1] Group 2: Rental Performance - The company's main rental projects included Cheng Tou Kuan Ting leasing community and Cheng Tou Holdings Building, with a total rental building area of approximately 579,800 square meters [1] - The leased operational area was about 388,300 square meters, generating rental cash inflow of approximately 12.972 million yuan [1]

Group 1 - The real estate ETF (512200) experienced a rise of over 2%, currently up 1.76%, marking a potential five-day increase, with a turnover of 3.82% and a transaction volume of 185 million yuan [1] - In 2025, the second-hand housing market in first-tier cities showed strong performance, with Shanghai's transaction volume reaching approximately 254,000 units, a four-year high, and Shenzhen's transactions totaling 68,200 units, a year-on-year increase of 5.7% [1] - The real estate market in 2025 is showing signs of recovery, with ten major real estate companies achieving sales exceeding 10 billion yuan, and an average sales amount of 17.655 billion yuan [1] Group 2 - Zhongyou Securities highlighted a significant policy shift towards systematic efforts to stabilize the real estate market, indicating that the market is expected to stabilize in 2026 [2] - The real estate ETF (512200) closely tracks the CSI All Share Real Estate Index, which categorizes companies into various industry levels, providing a comprehensive analysis tool for investors [2]

Group 1 - The core viewpoint of the news is that Chengdu Investment Holdings has seen a significant increase in its stock price, rising 5.03% on January 8, with a total market capitalization of 12.022 billion yuan and a cumulative increase of 6.78% over the past four days [1] - Chengdu Investment Holdings is primarily engaged in environmental business, real estate, and equity investment, with real estate accounting for 97.09% of its main business revenue [1] - The company is located in Hongkou District, Shanghai, and was established on September 9, 1992, with its shares listed on May 18, 1993 [1] Group 2 - The top circulating shareholder of Chengdu Investment Holdings includes a fund under Huatai-PineBridge, which has reduced its holdings by 1.7214 million shares, now holding 13.3841 million shares, representing 0.53% of the circulating shares [2] - The China Securities Shanghai State-Owned Enterprise ETF (510810) has achieved a year-to-date return of 5.02% and a one-year return of 20.64%, ranking 1284 out of 5493 and 3316 out of 4197 in its category, respectively [2] - The fund manager of the China Securities Shanghai State-Owned Enterprise ETF, Wu Zhenxiang, has a tenure of 15 years and 341 days, with the best fund return during his tenure being 200.92% [2]

1月6日，城投控股盘中上涨2.00%，截至09:38，报4.58元/股，成交2296.42万元，换手率0.20%，总市值 114.71亿元。 资金流向方面，主力资金净流出151.90万元，特大单买入0.00元，占比0.00%，卖出236.24万元，占比 10.29%；大单买入371.08万元，占比16.16%，卖出286.74万元，占比12.49%。 城投控股今年以来股价涨2.92%，近5个交易日涨5.53%，近20日涨4.09%，近60日跌5.57%。 资料显示，上海城投控股股份有限公司位于上海市虹口区吴淞路130号，成立日期1992年9月9日，上市 日期1993年5月18日，公司主营业务涉及环境业务、地产业务和股权投资业务。主营业务收入构成为： 房产业务97.09%，特许经营权项目收入1.72%，运营管理收入及其他1.19%。 城投控股所属申万行业为：房地产-房地产开发-住宅开发。所属概念板块包括：破净股、长期破净、券 商相关、低价、创投等。 截至9月30日，城投控股股东户数6.47万，较上期减少5.44%；人均流通股38696股，较上期增加4.70%。 2025年1月-9月，城投控股实现营业收入95.1 ...

Investment Rating - The report maintains an "Overweight" rating for the real estate industry [4][6] Core Views - The real estate market in 2025 is expected to remain sluggish, with new home transactions down by 15.8% year-on-year, while second-hand home transactions show a slight increase of 3.9% [11][22] - The report emphasizes that the policy environment is expected to become more stringent, similar to the conditions seen in 2008 and 2014, indicating that the current policy adjustments are still in progress [4] - The report suggests that the real estate sector serves as an early economic indicator, making it a valuable asset class for investment [4] - The competitive landscape in the industry is improving, with leading state-owned enterprises and select mixed-ownership and private companies expected to perform better in land acquisition and sales [4] - The report highlights a focus on first-tier and select second-tier cities for investment, as these areas are likely to see better performance during market rebounds [4] Summary by Sections New Home Transactions - In 2025, the cumulative new home transaction volume in 30 sample cities reached 98.217 million square meters, a decrease of 15.8% year-on-year [11] - First-tier cities accounted for 26.191 million square meters, down 12.0%, while second-tier cities saw a decline of 15.6% to 49.040 million square meters [11] - December 2025 saw a significant drop in new home transactions, with a total of 9.679 million square meters, reflecting a year-on-year decrease of 40.0% [2][11] Second-Hand Home Transactions - The total area of second-hand home transactions in 2025 was 103.989 million square meters, marking a year-on-year increase of 3.9% [22] - First-tier cities recorded a total of 43.287 million square meters in second-hand home transactions, up 4.4% year-on-year [22] Market Performance - The report notes that the real estate index decreased by 0.7% this week, lagging behind the CSI 300 index by 0.10 percentage points, ranking 19th among 31 sectors [34] - The report identifies a total of 28 stocks that increased in value this week, while 82 stocks experienced declines [34] Credit Bond Issuance - In the week of December 29 to January 4, only one credit bond was issued by real estate companies, totaling 250 million yuan, a decrease of 44.82 million yuan from the previous week [45]

1月3日，S26公路（沪苏省界-G15公路）改建工程施工正式启动桥梁钻孔灌注桩施工，标志着这条连接 沪苏的通道升级扩容正式拉开序幕。 智通财经记者从上海城投公路集团获悉，S26公路（沪苏省界-G15公路）改建工程西起沪苏省界，东至 G15公路，全线位于青浦区，全长约18.8公里。工程主要内容包括主线高速公路拓宽、立交及出入口改 造、地面辅道及相关附属工程。该工程是服务长三角一体化、优化市域西部路网的关键项目。 改建效果图 高速主线 智通财经记者 栾晓娜 工程总平 面图。本文图均为 上海城投公路集团 供图 S26-G1503 立交改建效果图。 本次改建的核心是在维持现有道路形式的基础上，通过两侧拼宽将主线升级为双向8车道，大幅提升道 路通行能力与安全水平。工程涉及2座枢纽互通立交及2座出入口匝道的系统性改建，并对华新等收费站 进行优化，旨在打通瓶颈，提升节点转换效率。扩容后的S26公路将更好地均衡区域交通流，向西无缝 对接苏锡常都市圈，向东高效衔接上海快速路网，有力支撑长三角更高质量的互联互通。 ...

Core Viewpoint - The training conducted by Chengdu Investment Holdings aims to enhance the standardization of "sunshine procurement" practices and improve risk control and fund utilization efficiency in accordance with the requirements of the municipal state-owned assets supervision and administration commission [1][3]. Group 1: Training Focus - The training emphasized the spirit of the document "Opinions on Further Clarifying the Sunshine Procurement Reform of Municipal Enterprises (Trial)" issued by the municipal state-owned assets commission [3]. - It covered the basic system and procedural norms of sunshine procurement, including principles, responsibilities, procurement methods, processes, and supervision management [3]. Group 2: Key Measures and Responsibilities - Sunshine procurement is seen as a critical measure for optimizing resource allocation, ensuring strategic implementation, and maintaining a clean ecosystem, beyond just cost reduction [3]. - The company aims to enhance compliance awareness and recognize the importance of sunshine procurement as a tool for improving corporate governance and preventing integrity risks [3]. - There is a strong emphasis on standardizing procurement behavior to ensure transparency and fairness in the procurement process [3]. - Responsibility and collaboration among departments and affiliated companies are highlighted as essential for the effective implementation of sunshine procurement [3]. Group 3: Future Directions - Chengdu Investment Holdings plans to continue strengthening employees' legal and compliance awareness, as well as their professional capabilities, to mitigate integrity and operational risks [3]. - The company aims to enhance the standardization and scientific level of procurement management, providing a solid guarantee for high-quality development through compliant and efficient procurement practices [3].

Market Performance - The real estate development sector increased by 1.18% on December 31, with Hefei Urban Construction leading the gains [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] Top Gainers - Hefei Urban Construction (002208) closed at 12.38, up 10.04% with a trading volume of 249,500 shares and a transaction value of 309 million [1] - Chengjian Development (600266) closed at 5.07, up 9.98% with a trading volume of 1,381,300 shares and a transaction value of 675 million [1] - Hezhan Energy (000809) closed at 3.64, up 9.97% with a trading volume of 672,100 shares and a transaction value of 241 million [1] Top Losers - Wantong Development (600246) closed at 12.30, down 4.58% with a trading volume of 897,300 shares and a transaction value of 1.106 billion [2] - Shoukai Shares (600376) closed at 6.61, down 4.06% with a trading volume of 3,535,500 shares and a transaction value of 2.4 billion [2] - China Shiyi (000797) closed at 3.93, down 3.44% with a trading volume of 987,100 shares and a transaction value of 391 million [2] Capital Flow - The real estate development sector saw a net inflow of 9.55 million from institutional investors, while retail investors contributed a net inflow of 37.1 million [2] - The sector experienced a net outflow of 381 million from speculative funds [2] Individual Stock Capital Flow - Zhangjiang Hi-Tech (600895) had a net inflow of 39 million from institutional investors, but a net outflow of 230 million from speculative funds [3] - Chengjian Development (600266) saw a net inflow of 206 million from institutional investors, with a net outflow of 89.36 million from speculative funds [3] - Hefei Urban Construction (002208) had a net inflow of 118 million from institutional investors, but a net outflow of 49.63 million from speculative funds [3]