从资金流向上来看，当日房地产开发板块主力资金净流出6.52亿元，游资资金净流入2406.6万元，散户资 金净流入6.28亿元。房地产开发板块个股资金流向见下表： 证券之星消息，7月30日房地产开发板块较上一交易日下跌0.93%，陆家嘴领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。房地产开发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) | | | --- | --- | --- | --- | --- | --- | --- | | 600895 | 张江昌科 | 33.99 | 7.06% | 157.26万 | | 51.59 Z | | 600463 | 空港股份 | 12.32 | 6.39% | 28.98万 | | 3.60亿 | | 600692 | 亚通股份 | 8.13 | 3.57% | 17.76万 | | 1.43亿 | | 600658 | 电子城 | 4.87 | 2.10% | 33.15万 | | 1.59亿 | | 600082 | 海泰发展 | 4.10 | 1 ...

据智通财经报道，7月28日，上海市经信委二级巡视员、汽车产业处处长韩大东在2025世界人工智能大 会上接受采访时透露，上海将有序扩大自动驾驶的开放区域，争取在今年年内实现浦东新区自动驾驶测 试道路全域开放，同步推动奉贤、闵行等区域开放。年内开放的浦东全域不含陆家嘴等重点区域。（中 国汽车报） ...

智通财经7月29日电，内蒙古自治区工业和信息化厅、内蒙古自治区公安厅、内蒙古自治区交通运输厅日前印发《内蒙古自 治区智能网联汽车道路测试、示范应用和商业化试点管理办法（暂行）》。其中提到，道路测试、示范应用和商业化试点按照 保障安全、由易到难、循序渐进的原则，达到一定道路测试或示范应用里程且期间未发生道路测试车辆方承担同等及以上责任 的交通事故，方可升级为示范应用或商业化试点。 上海市经信委：争取年内实现浦东除陆家嘴外全域开放自动驾驶 国内新闻 五部门：不得将机动车统筹、交通安全统筹等宣传为保险 交通运输部办公厅等五部门7月28日联合发布的《关于规范交通安全统筹有关事项的通知》提到，严控交通安全统筹业务增 量风险。任何机构不得面向不特定车辆开展交通安全统筹。企业、个体户名称和经营范围中不得包含"机动车统筹""机动车安全 互助""交通安全统筹"等内容。 内蒙古进一步规范智能网联汽车道路测试、示范应用和商业化试点工作 据智通财经报道，7月28日，上海市经信委二级巡视员、汽车产业处处长韩大东在2025世界人工智能大会上接受采访时透 露，上海将有序扩大自动驾驶的开放区域，争取在今年年内实现浦东新区自动驾驶测试道路全域 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：600663 公司简称：陆家嘴 注：如无特别说明，本报告摘要中相关词语和简称的含义与《上海陆家嘴金融贸易区开发股份有限公司 2025年半年度报告》相同。 1.2本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 900932 陆家B股 第一节 重要提示 第二节 公司基本情况 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 2.1公司简介 不适用 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位：股 ■ 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 2.5控股股东或实际控制人变更情况 □适用 √不适用 2.6在半年度报告批准报出日存 ...

股票代码：A股 600663 证券简称：陆家嘴 编号：临2025-028 监事会认为： （一）公司 2025 年半年度报告的编制和审议程序符合国家的法律、法规，符合 公司章程和公司内部有关管理制度； （二）公司 2025 年半年度报告的内容和格式符合中国证监会和上海证券交易所 的有关制度规定，报告中所包含的信息客观地反映了公司报告期间的财务与经营管 理等实际情况； （三）监事会没有发现参与 2025 年半年度报告编制和审议人员有违反保密规定 的行为和现象。 B股 900932 陆家B股 上海陆家嘴金融贸易区开发股份有限公司 本公司监事会及全体监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。 上海陆家嘴金融贸易区开发股份有限公司（以下简称"公司"）第十届监事会第 五次会议于 2025 年 7 月 29 日在公司本部（上海市浦东新区东育路 227 弄 6 号前滩 世贸中心二期 D 栋）以现场结合通讯方式召开，会议应参会监事 4 人，实际参会监 事 4 人（其中，监事李旻坤以通讯方式参会）。会议由监事李旻坤主持，会议符合《公 司法》和公司章程的有关规定 ...

分组1 - Shijia Photon reported a revenue of 993 million yuan for the first half of the year, a year-on-year increase of 121.12% [1] - The net profit attributable to shareholders reached 217 million yuan, reflecting a significant year-on-year growth of 1712% [1] - The company has successfully developed new products for data centers and AI computing, including high-power CWDFB lasers and high-temperature FAU devices [1] 分组2 - Hunan Tianyan announced that China Changan Automobile has become its indirect controlling shareholder after a division of the Weaponry Equipment Group [2] - Following the division, China Changan Automobile holds 37.25% of Hunan Tianyan through Chen Zhi Group, maintaining the actual controller as the State-owned Assets Supervision and Administration Commission [2] 分组3 - Dong'an Power stated that its indirect controlling shareholder has changed to China Changan Automobile after the division of the Weaponry Equipment Group [2] - China Changan Automobile now holds 50.93% of Dong'an Power's total shares through Chen Zhi Group [2] 分组4 - Wantong Intelligent signed an exclusive authorization agreement with Shanghai Shenming Aosi Semiconductor Technology, allowing it to produce and sell boards based on the Fellow 1 model chip for five years [3] - This collaboration is expected to positively impact the company's future operations and aligns with its long-term development strategy [3] 分组5 - WuXi AppTec plans to adjust the upper limit for its share repurchase price from 90.72 yuan to 114.15 yuan per share [4] 分组6 - Xinya Electronics reported that the revenue from high-frequency and high-speed copper cable connectors accounted for only 3.31% of its total revenue as of the 2024 annual report [5] - The company experienced abnormal stock trading fluctuations with a cumulative price deviation exceeding 20% over three consecutive trading days [5] 分组7 - Huajin Technology plans to acquire 6% of Crystal Integrated's shares for a total price of 2.393 billion yuan, with a transfer price of 19.88 yuan per share [6] - This transaction does not constitute a related party transaction or a major asset restructuring [6] 分组8 - Fangbang Co. reported that the sales revenue from its peelable copper products accounted for less than 0.3% of its main business revenue in the first half of the year [8] - The company is monitoring potential market demand increases due to the adoption of CoWoP technology by leading overseas companies [8]

证券日报网讯 7月29日晚间，陆家嘴发布公告称，2025年上半年实现归属于上市公司股东的净利润 815，355，326.80元。 （文章来源：证券日报） ...

陆家嘴（SH 600663，收盘价：9.45元）7月29日晚间发布公告称，截至二季度末，公司持有的主要在营 物业总建筑面积396万平方米，其中：甲级写字楼的总建筑面积245万平方米，高品质研发楼的总建筑面 积33万平方米，商业物业的总建筑面积78万平方米，酒店物业的总建筑面积27万平方米，租赁住宅物业 的总建筑面积13万平方米。2025年1-6月，公司实现房地产租赁现金流入18.54亿元，同比下降14%；权 益租赁现金流入15.18亿元，同比下降14%。 2024年1至12月份，陆家嘴的营业收入构成为：房产销售占比48.24%，房地产租赁占比22.19%，物业管 理占比14.88%，金融业收入占比9.14%，酒店业占比3.64%。 截至二季度末，公司主要在售的住宅项目为世纪前滩·天御、世纪前滩·天汇、川沙锦绣云澜、世纪臻 邸、陆家嘴太古源源邸第一批及第二批，项目整体去化率分别约为99%、92%、79%、53%、96%及 94%。2025年1-6月，公司住宅类物业销售签约面积4.10万平方米，同比增加96%，权益签约面积3.23万 平方米，同比增加111%；合同销售金额47.69亿元，同比增加111%，权益合同 ...

Key Points - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors [2] Major Events - Xizang Tianlu experienced significant abnormal fluctuations in the trading of its convertible bonds, with a cumulative price increase exceeding 100% over seven trading days, leading to a closing price of 481.80 CNY per bond, representing a premium of 381.80% over the face value [3][4] - Huqin Technology plans to acquire 6% of Jinghe Integrated's shares for 2.393 billion CNY, with a transfer price of 19.88 CNY per share [4][5] - Liyuan Technology's actual controller received a criminal judgment for violating information disclosure regulations, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million CNY [6] - Huashi Technology's general manager had the detention measures lifted, allowing him to resume his duties [7] - Dongfang Materials' chairman resigned for personal reasons but will continue as a board member [8] - WuXi AppTec adjusted its share repurchase price limit to a maximum of 114.15 CNY per share [9] - ST Haihua's subsidiary plans to acquire 100% of Lixin Dingsheng for 43 million CNY [10] - Xizang Tourism clarified that it has not engaged in business cooperation related to the Yarlung Tsangpo River project amid stock price volatility [11][12] - Yabont Chemical decided to terminate its planned external investment in Gansu Haotian Technology [13] - Zhongbei Communication's subsidiary terminated its acquisition of a 55% stake in PT. Semesta Energi Services due to unmet conditions [14] - Quzhou Development plans to purchase shares of Xiandai Electronics and raise matching funds, leading to a temporary stock suspension [15] - Shenli Co. terminated its control change plan due to the buyer's failure to pay the agreed transaction price [16] Performance Reports - Greenland Holdings reported a 16.93% year-on-year increase in contract sales amounting to 21.752 billion CNY in Q2 2025 [17][18] - Lujiazui's net profit for the first half of 2025 was 815 million CNY, a decrease of 7.87% year-on-year [19] - Hongfa Co. achieved a net profit of 964 million CNY in the first half of 2025, reflecting a 14.19% increase [20] - Nanya New Materials expects a net profit increase of 44.69% to 71.82% in the first half of 2025 [21] - ST Tianwei anticipates a significant net profit increase of approximately 2064.85% year-on-year [22] - Fudan Microelectronics expects a net profit decrease of 39.67% to 48.29% in the first half of 2025 [23][24] - Sains expects a net profit decrease of 57.53% to 60.13% despite revenue growth [25] - Baotai anticipates a net loss reduction of 110 million to 140 million CNY in the first half of 2025 [26] Major Contracts - China CNR signed several major contracts totaling approximately 32.92 billion CNY [27] - Wantong Intelligent Control entered into an exclusive authorization agreement in the embodied intelligence field [28] - Anhui Construction won a bid for a highway concession project with an estimated total investment of 3.614 billion CNY [29] - Tiantian Technology's subsidiary signed a procurement order worth 400 million CNY for copper-lithium composite strips [30] - Daoshi Technology signed a strategic cooperation agreement related to humanoid robots [31] Shareholding Changes - Suzhou Planning's shareholders plan to reduce their holdings by up to 4.5% [32] - Jiahe Meikang's shareholder plans to reduce holdings by up to 3% [33] - Huaye Fragrance's controlling shareholder plans to reduce holdings by up to 3% [34] - Lanfeng Biochemical's shareholder plans to reduce holdings by up to 2.61% [35] - Anji Food's actual controller plans to reduce holdings by up to 2% [37] - Saiwei Electronics' National Integrated Circuit Fund reduced its holdings by 1.06% [38] - Lakala's Lenovo Holdings reduced its holdings by 535,960 shares [39] Share Buybacks - Shima Power plans to repurchase shares worth 300 million to 400 million CNY [40]

Investment Rating - Investment rating: Positive (maintained) [4] Core Viewpoints - The report emphasizes that since September 2024, the central government's clear requirement has been to "stabilize the real estate market and stock market," indicating that the stabilization of the real estate market is crucial for boosting social expectations and facilitating domestic demand circulation [5][48] - The report suggests that high-quality residential properties may experience a development wave due to policy guidance and changes in supply-demand structure [5] Market Performance - The Shanghai Composite Index rose by 1.7%, the Shenzhen Component Index by 2.3%, the ChiNext Index by 2.8%, and the CSI 300 Index by 1.7%, while the real estate sector (Shenwan) increased by 4.1% [5][8] - The top five stocks in terms of price increase were *ST Nan Zhi (+15.4%), Hainan Airport (+14.5%), Zhangjiang Hi-Tech (+12.4%), Tibet City Investment (+11.8%), and Dayuecheng (+10.6%) [5] Data Tracking New Housing Transactions - For the week of July 19-25, new housing transactions in 42 key cities totaled 1.69 million square meters, a week-on-week increase of 19.4% [15] - In July (up to the week of July 25), new housing transactions in 42 key cities totaled 5.77 million square meters, a month-on-month decrease of 28.4% and a year-on-year decrease of 17.9% [19] Second-Hand Housing Transactions - For the week of July 19-25, second-hand housing transactions in 21 key cities totaled 1.95 million square meters, a week-on-week increase of 1.8% [31] - In July (up to the week of July 25), second-hand housing transactions in 21 key cities totaled 6.96 million square meters, a month-on-month decrease of 3.9% and a year-on-year decrease of 5.5% [35] Industry News - The State Council announced the "Housing Rental Regulations," marking a new phase of legalization and standardization in the housing rental market [48] - The People's Bank of China reported a year-on-year increase of 0.3% in real estate development loans, indicating a recovery in growth [48] - The Ministry of Finance reported that the revenue from state-owned land transfers in the first half of 2025 was 1.43 trillion yuan, a year-on-year decrease of 6.5% [48] Company Announcements - China Merchants Shekou issued the first phase of corporate bonds worth 800 million yuan with an interest rate of 1.70% for a term of 3 years [51] - China Jinmao issued the first phase of unsecured medium-term notes worth 2 billion yuan with an interest rate of 2.30% for a term of 3 years [51] - Binhai Group acquired the land use rights for a state-owned construction site in Hangzhou, covering an area of 36,496 square meters with a total price of 1.53 billion yuan [51]