股票代码：A股 600663 证券简称：陆家嘴 编号：临2025-027 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 第十届董事会第五次会议决议公告 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"）第十届董事会 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）以现场方式召开，会议应参会董事 7 人，实际参会董事 7 人。 会议由董事长徐而进主持，会议符合《公司法》和公司章程的有关规定，所作决议 合法有效。会议形成如下决议： 一、审议通过《2025 年半年度报告及摘要》 本项议案已经公司第十届董事会审计委员会 2025 年第三次会议审议通过，审 计委员会认为：公司 2025 年半年度报告能够真实、准确、完整地反映公司 2025 年 半年度财务状况、经营成果和现金流量等情况，同意将 2025 年半年度报告及摘要 提交董事会审议。 全体董事及高级管理人员签署了《董事、高级管理人员 ...

格隆汇7月29日丨陆家嘴(600663.SH)公布半年度报告，1、2025年上半年营业收入65.98亿元，同比增长 33.91%，其中：房地产业务收入58.07亿元，金融业务收入7.91亿元。2、2025年上半年房地产业务成本 30.17亿元，金融业务成本及管理费用2.29亿元。3、2025年上半年项目开发投资支出14.81亿元。4、 2025年上半年实现归属于上市公司股东的净利润8.15亿元，同比下降7.87%。 ...

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 公司代码：600663 公司简称：陆家嘴 900932 陆家 B 股 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 1 / 204 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 董事长致辞 2025 年，是上海国资国企发展"十四五"规划和国企改革深化提升 行动"双收官"之年。上半年，公司坚持"稳中求进"的工作总基调，以 服务浦东产业资源配置与能级提升为重心，以"高水平规划、高品质建设、 高效率运营"为发展核心，主动驾驭复杂形势、把握转型契机，加速业务 布局优化，锚定全年既定目标，推动企业核心竞争力和经营效益稳步提升。 在产业格局重塑的市场格局下，公司坚持服务浦东开发建设战略主基 调，把握市场新趋势，找寻转型新方向，全方位提高区域的开发、招商、 运营与金融服务能级。 区域开发运营领域，继续秉持"安商、稳商、悦商"理念，携手客户 构建深度融合、互利共赢的合作生态圈，持续打造"陆家嘴大朋友圈"生 态共同体。推动科技创新与产业创新深度融合，构建全链条招商、升级品 质楼宇载体，赋能客户全周期发展。 金融服务板块继续落实"稳经营、促 ...

人民财讯7月29日电，陆家嘴（600663）7月29日晚间披露2025年半年度报告，上半年实现营业收入 65.98亿元，同比增长33.91%；净利润8.15亿元，同比下降7.87%，基本每股收益0.16元。同日，公司公 告，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；2025年1—6月，公司实现住宅类 物业销售(含车位)现金流入55.48亿元，同比增加105%，权益销售现金流入38.19亿元，同比增加105%。 2025年1—6月，公司实现办公项目销售现金流入6.39亿元，权益销售现金流入3.51亿元。 ...

陆家嘴（600663）公告，2025年上半年营业收入65.98亿元，同比增长33.91%。净利润8.15亿元，同比 下降7.87%。 ...

Group 1: Report Industry Investment Rating - Not mentioned in the provided content Group 2: Report's Core View - This week, most credit spreads in different industries widened, with only a few narrowing. The credit spreads of urban investment bonds widened overall, with the short - end widening more than the long - end. For industrial bonds, the credit spreads of AA+ and above industrial bonds widened to varying degrees, and the short - end of AA industrial bonds also widened. The credit spreads of bank secondary and perpetual bonds widened overall. After a significant adjustment in credit bond yields, the cost - effectiveness of credit bonds has increased from a static coupon perspective. With the rapid decline in black - series futures prices on Friday night, the bond market sentiment may improve, and the space for further adjustment of credit bonds is relatively limited. It is recommended to focus on long - duration urban investment bonds, capital bonds, and insurance sub - debt, especially the long - duration capital bonds of Minsheng, Bohai, and Hengfeng banks, and be optimistic about urban investment dim sum bonds and US dollar bonds [4][43] - Since July 2024, the long - end risk - free interest rate has been in a downward channel, and the yield of ultra - long - term credit bonds has followed suit. Although the proportion of low - valuation transactions and TKN transactions has been rising this year, it has not exceeded last year's high, indicating that the buying sentiment may not have reached its end. With the concentrated listing of science - innovation bond ETFs on July 17, the spreads of medium - and short - term component bonds have been compressed to an extreme level. In the context of the "asset shortage" in the low - interest - rate environment this year, the market may further evolve towards long - duration assets. Investors can still find relatively suitable ultra - long - term credit bond targets in the market [5][49] Group 3: Summary According to the Directory 1. Primary Market 1.1 Net Financing Scale - This week, the net financing of credit bonds (excluding asset - backed securities) was 390.6 billion yuan, an increase of 220.3 billion yuan compared with last week. The total issuance was 631.6 billion yuan, an increase of 233.9 billion yuan, and the total repayment was 241 billion yuan, an increase of 13.6 billion yuan. The net financing of asset - backed securities was 3.09 billion yuan, an increase of 0.91 billion yuan [10] - By product type, the net financing of urban investment bonds was 3.31 billion yuan, an increase of 0.28 billion yuan; that of industrial bonds was 11.06 billion yuan, an increase of 5 billion yuan; and that of financial bonds was 24.69 billion yuan, an increase of 16.74 billion yuan [10] - In terms of the number of issuances and redemptions, the number of urban investment bond issuances increased by 10, and the number of redemptions increased by 33. The number of industrial bond issuances increased by 16, and the number of redemptions decreased by 7. The number of financial bond issuances increased by 7, and the number of redemptions decreased by 3 [12] 1.2 Issuance Cost - The weighted average issuance rates of AA - rated industrial bonds and AA+ - rated financial bonds increased significantly compared with last week, while the issuance rates of other bond types and ratings fluctuated slightly. The issuance rate of AA - rated industrial bonds increased by 51BP, mainly due to bonds such as "25 Nonggu 03" and "25 Tiandiyuan MTN001". The issuance rate of AA+ - rated financial bonds increased by 41BP, mainly due to "25 Donghai 03". The fluctuations of other bonds did not exceed 10BP [18] 2. Secondary Market 2.1 Transaction Situation - In terms of trading volume, the trading volume of credit bonds (excluding asset - backed securities) increased by 178 billion yuan compared with last week. The trading volume of urban investment bonds was 227.2 billion yuan, an increase of 23.5 billion yuan; that of industrial bonds was 361.2 billion yuan, an increase of 3.3 billion yuan; and that of financial bonds was 611.6 billion yuan, an increase of 151.2 billion yuan. The trading volume of asset - backed securities was 1.45 billion yuan, a decrease of 0.22 billion yuan [19] - In terms of turnover rate, the turnover rate of traditional credit bonds increased overall, while that of asset - backed securities decreased. The turnover rate of urban investment bonds was 1.48%, an increase of 0.15 pct; that of industrial bonds was 2.06%, an increase of 0.01 pct; that of financial bonds was 4.12%, an increase of 0.96 pct. The turnover rate of asset - backed securities was 0.42%, a decrease of 0.06 pct [20] 2.2 Yield - The yields of credit bonds with different maturities and ratings increased significantly this week, with an increase range of 7 - 17BP. For example, the yields of AA, AAA -, and AAA+ credit bonds with a maturity of less than 1 year increased by 7BP, 8BP, and 8BP respectively; those with a maturity of 3 - 5 years increased by 10BP, 11BP, and 11BP respectively; and those with a maturity of more than 10 years increased by 17BP, 10BP, and 9BP respectively [24] - Taking AA+ - rated 5 - year bonds of each type as an example, the yields of non - publicly issued industrial bonds and perpetual industrial bonds increased by 11BP and 10BP respectively; the yield of AA+ - rated 5 - year urban investment bonds increased by 10BP; the yields of commercial bank ordinary bonds and secondary capital bonds increased by 7BP and 17BP respectively; and the yield of AA+ - rated 5 - year asset - backed securities increased by 11BP [25] 2.3 Credit Spread - Overall, most credit spreads in different industries widened this week, with only a few narrowing. The credit spreads of AA+ - rated electronics and building materials narrowed by 17BP and 8BP respectively, the credit spread of AA+ - rated light industry manufacturing narrowed by less than 1BP, and the credit spread of AAA - rated leisure services narrowed by 1BP. The credit spreads of other industries and ratings mostly widened, with an increase range of 0 - 7BP [27] 2.3.1 Urban Investment Bonds - By maturity, the credit spreads of urban investment bonds widened overall, with the short - end widening more than the long - end. The 0.5 - 1Y credit spread was 36BP, a widening of 5BP; the 1 - 3Y credit spread was 40BP, a widening of 4BP; the 3 - 5Y credit spread was 58BP, a widening of 1BP; the 5 - 10Y credit spread was 49BP, a widening of less than 1BP; and the credit spread of more than 10Y remained unchanged [32] - By region, most urban investment credit spreads widened, with only a few regions showing a slight compression. For example, the AA - rated credit spreads in Henan and Guizhou compressed by 6BP and 3BP respectively, while the AA - rated credit spread in Yunnan and the AA+ - rated credit spread in Guizhou widened by 12BP and 13BP respectively. The credit spreads in other regions mostly widened by no more than 5BP [33] 2.3.2 Industrial Bonds - The credit spreads of AA+ and above industrial bonds widened to varying degrees this week, and the short - end of AA industrial bonds also widened. For example, the credit spreads of 1Y AAA -, AA+, and AA private - placement industrial bonds widened by 5BP, 5BP, and 3BP respectively, and those of 10Y AAA -, AA+, and AA private - placement industrial bonds compressed by 5BP, 3BP, and less than 1BP respectively. The credit spreads of 1Y AAA -, AA+, and AA perpetual industrial bonds widened by 4BP, 4BP, and 7BP respectively, and those of 10Y widened by 5BP, 3BP, and 1BP respectively [36] 2.3.3 Bank Capital Bonds - The credit spreads of bank secondary and perpetual bonds widened overall this week, with the widening range of different maturities and ratings being 3 - 9BP. The credit spreads of 10Y AAA -, 10Y and 5Y AA+ and 10Y and 5Y AA secondary capital bonds widened by more than 8BP, and the credit spreads of 10Y AAA -, AA+, and AA bank perpetual bonds also widened by more than 8BP. The widening range of other bonds did not exceed 6BP [38] 3. This Week's Bond Market Negative News - Shenzhen Longfor Holdings Co., Ltd. extended the maturity of 5 bond issues; Shanghai Lujiazui Finance & Trade Zone Development Co., Ltd. had the implied ratings of 12 bond issues downgraded; Inner Mongolia Oujing Technology Co., Ltd. was placed on the watchlist, and its "Oujing Convertible Bond" was also placed on the watchlist; Midea Real Estate Group Co., Ltd. had the implied ratings of 20 bond issues downgraded; and Agile Group Co., Ltd. extended the maturity of 3 bond issues [2][40] 4. Investment Recommendations - Pay attention to long - duration urban investment bonds, capital bonds, and insurance sub - debt, especially the long - duration capital bonds of Minsheng, Bohai, and Hengfeng banks, and be optimistic about urban investment dim sum bonds and US dollar bonds [43] - Focus on the allocation and trading opportunities of ultra - long - term credit bonds. For industrial bonds, State Grid has the largest scale of ultra - long - term credit bonds and good trading atmosphere, but the yield level is relatively low. Chengtong Holdings, Sinochem Group, Guangzhou Yuexiu, and Sichuan Energy Development are more cost - effective. For urban investment bonds, although the static coupon levels are generally better than industrial bonds, the range of available bonds is relatively narrow. Pay attention to the opportunities for further compression of the spreads of Shenzhen Metro, Shaanxi Communications Control, Yantai Guofeng, and Yizhuang Investment Development. The cost - effectiveness of the ultra - long - term bank secondary capital bonds of several large state - owned and joint - stock banks is limited [6][50]

股票代码：A 股：600663 股票简称：陆家嘴 编号：临 2025-026 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 ，实际发行金额为人民币 6 亿元，期限 2 年，每 张面值为人民币 100 元，发行票面利率为 1.79%。募集资金已于 2025 年 7 月 25 日全额到账。 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。 根据中国银行间市场交易商协会出具的《接受注册通知书》 （中市协注〔2024〕 MTN796 号），中国银行间市场交易商协会接受上海陆家嘴金融贸易区开发股份 有限公司（以下简称"公司"）中期票据注册，注册金额为人民币 50 亿元，注册 额度自上述通知书落款之日起 2 年内有效（详见临 2024-053 号公告）。 公司于 2025 年 7 月 24 日发行了 2025 年度第三期中期票据（简称：25 陆金 开 MTN003，代码：102583087） 关于 2025 年度第三期中期票据发行结果的公告 上海银行股份有限公司为本次中期票据发行的主承销商和簿记管理人，中国 民生 ...

Group 1 - The first Lujiazui Financial Services Forum and the opening ceremony of Century Financial Plaza L HUB were successfully held in Shanghai, where the "L FOR MORE" white paper was released [1] - Lujiazui Group is actively exploring its role as a city comprehensive operator to deeply participate in urban industrial upgrading and development [1] - The newly launched L HUB is a key implementation of this strategic transformation, effectively filling the gap for high-quality light business communication spaces in Lujiazui Financial City [1] Group 2 - The L HUB covers an area of over 3,600 square meters and integrates business office, green concepts, and humanistic spaces [2] - It features a conference room that can accommodate 200 people, along with spaces for roadshows, children's crafts, and more, catering to various needs such as coffee, reception, work, socializing, leisure, and parent-child interaction [2] - The L FOR MORE business ecosystem is built through four dimensions: products, spaces, supporting facilities, and services, promoting sustainable development in the commercial office market [1]

根据中国银行间市场交易商协会出具的《接受注册通知书》（中市协注〔2024〕 MTN796 号），中国银行间市场交易商协会接受上海陆家嘴金融贸易区开发股份 有限公司（以下简称"公司"）中期票据注册，注册金额为人民币 50 亿元，注册 额度自上述通知书落款之日起 2 年内有效（详见临 2024-053 号公告）。 公司于 2025 年 7 月 24 日发行了 2025 年度第三期中期票据（简称：25 陆金 开 MTN003，代码：102583087），实际发行金额为人民币 6 亿元，期限 2 年，每 张面值为人民币 100 元，发行票面利率为 1.79%。募集资金已于 2025 年 7 月 25 日全额到账。 上海银行股份有限公司为本次中期票据发行的主承销商和簿记管理人，中国 民生银行股份有限公司、交通银行股份有限公司、兴业银行股份有限公司、上海 浦东发展银行股份有限公司为本次中期票据发行的联席主承销商。本次中期票据 发行的有关文件详见中国货币网(www.chinamoney.com.cn)和上海清算所网站 （www.shclearing.com.cn）。 特此公告。 上海陆家嘴金融贸易区开发股份有限公司 二〇二 ...

入户玄关设大容量柜体区。约40余㎡的客餐厅一体化空间，尺度宽绰。中西双厨设计，岛台可切换为早餐区、轻办公区或亲子空间。厨房旁设有 储物间，有效缓解厨房与阳台储物压力。南向双卧设计，约30㎡套房主卧空间，配备五件套卫浴、步入式衣帽间及独立浴缸区。次卧预留X灵动 空间，既可以做一个储藏室、衣帽间，甚至是卫生间、办公学习区域。 约240㎡样板房，入户即与江天对望，约8.6米的大面宽横厅，将黄浦江 S 湾的蜿蜒曲线尽收眼底。玄关处采用隐形收纳系统，与墙体完美融合拓 展视觉通透感。约55㎡LDK一体化空间，采用创新洄游动线设计，餐厅、客厅与西厨岛台形成家庭互动空间，中西厨之间设置可移动隔断，在保 障烹饪私密性的同时，实现空间使用的弹性切换。 效果图 7月19日，陆家嘴滨江全新180-240㎡艺境样板房正式开放，以艺术化的空间设计重新诠释滨江品质生活。现场持续的热度印证了市场对优质滨江 资产的认可，活动当日高净值人群纷至沓来，对项目的户型格局、精装细节及后续推盘计划表现出浓厚兴趣。 除了地段上的不可替代、无法复制，陆家嘴太古源 源邸在审美和品位方面亦具有极高的造诣。此次以"流韵藏心"为主题的样板间开放活动，旨在 打造一个 ...