Core Viewpoint - Lujiazui (SH 600663) announced the convening of its sixth meeting of the tenth board of directors on October 28, 2025, via communication voting, where the 2025 interim profit distribution plan was reviewed [1] Company Summary - For the year 2024, Lujiazui's revenue composition is as follows: real estate sales accounted for 48.24%, real estate leasing for 22.19%, property management for 14.88%, financial services for 9.14%, and hotel operations for 3.64% [1]

Core Viewpoint - Lujiazui (600663.SH) reported significant revenue growth in the first three quarters of 2025, indicating strong performance in the financial sector [1] Financial Performance - The company achieved a revenue of 12.038 billion yuan, representing a year-on-year increase of 74.23% [1] - The net profit attributable to shareholders was 1.062 billion yuan, showing a slight year-on-year growth of 0.66% [1] - The net profit excluding non-recurring items was 1.07 billion yuan, with a year-on-year increase of 2.41% [1] - Basic earnings per share stood at 0.2108 yuan [1]

Core Insights - The company reported a significant increase in revenue and net profit for the third quarter of 2025, indicating strong financial performance [2] Financial Performance - The company achieved operating revenue of 5,440,193,275.32 yuan, representing a year-on-year growth of 174.45% [2] - The net profit attributable to shareholders was 246,159,460.90 yuan, showing a year-on-year increase of 45.17% [2]

Summary of Key Points Core Viewpoint - The announcement from Lujiazui indicates changes in the top ten circulating shareholders as of September 30, 2025, with notable increases and decreases in shareholdings among specific investors [1]. Shareholder Changes - Guotai Junan Securities Hong Kong increased its holdings by 10.92% to 29.709 million shares, reflecting a significant investment [1]. - Southern CSI 500 ETF reduced its holdings by 1.99% to 17.1433 million shares, indicating a divestment [1]. Shareholding Details - The top ten circulating shareholders collectively hold 2.84 billion shares, accounting for 66.72% of the circulating shares, which is an increase of 2.5767 million shares from the previous period [1]. - The unchanged major shareholders include Lujiazui Group with 2.353 billion shares (55.28%), Pudong Land Holdings with 122 million shares (2.87%), and Shanghai International Assets with 119 million shares (2.8%) [1]. - Other notable shareholders include Dongda (Hong Kong) Investment Co., Ltd. with 109 million shares (2.56%) and Pudong Innovation Investment with 3.08642 million shares (0.73%) [1].

Core Insights - The salon focused on "Leasing Empowering Innovation in the Aviation Industry Ecosystem" and discussed how the financial industry can empower the aviation supply chain ecosystem in the context of Shanghai's development as an international financial center and aviation hub [1] Group 1: Leasing Companies' Role - Aircraft leasing penetration has increased significantly, surpassing 51% in 2023, highlighting the crucial role of leasing companies in supporting the global aviation industry's growth [2] - Leasing companies are urged to transition from traditional asset providers to ecosystem enablers, focusing on building a more resilient, efficient, and sustainable aviation ecosystem through three forms of empowerment [2][3] Group 2: Three Forms of Empowerment - The first form of empowerment involves financial resilience, where leasing companies should proactively secure upstream orders and innovate asset circulation models to help airlines manage operational and financial pressures [3] - The second form of empowerment emphasizes asset intelligence, where leasing companies leverage big data to provide tailored solutions for airlines, enhancing asset value throughout the aircraft's lifecycle [4] - The third form of empowerment focuses on green initiatives, positioning leasing companies as leaders in the green transition by promoting sustainable fuel and investing in disruptive technologies [4] Group 3: Challenges and Strategic Directions - The global aviation supply chain faces significant challenges due to geopolitical uncertainties, market competition, and technological advancements, necessitating a focus on self-sufficiency and domestic production in China's aviation industry [5] - The aviation industry is experiencing a supply-demand imbalance, with rising rental costs and extended delivery times, indicating a need for a comprehensive lifecycle development strategy from leasing companies [7][8] Group 4: Shanghai's Strategic Advantages - Shanghai's aviation industry benefits from a robust ecosystem, including numerous airlines, strong manufacturing and maintenance capabilities, and a concentration of financial institutions, positioning it as a key player in international aviation finance [12] - The development of aviation finance in Shanghai is seen as strategically valuable, with potential to enhance cross-border financing, support domestic aircraft penetration, and drive low-carbon transitions in the aviation sector [12][13]

股票代码：A股 600663 证券简称：陆家嘴 编号：临2025-038 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 关于公司计提资产减值准备的公告 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。 报告期末，存货按成本与可变现净值孰低原则计价，当存货成本高于其可变现 净值，计提存货跌价准备。 二、本次计提资产减值准备情况 1、信用减值损失 公司对于以摊余成本计量的金融资产、以公允价值计量且其变动计入其他综合 收益的债务工具投资、财务担保合同和贷款承诺等，以预期信用损失为基础确认损 失准备。 对于因销售商品、提供劳务等日常经营活动形成的应收账款，无论是否存在重 大融资成分，公司均按照整个存续期的预期信用损失计量损失准备。对于划分为组 合的应收账款，公司参考历史信用损失经验，结合当前状况以及对未来经济状况的 预测，通过违约风险敞口和整个存续期预期信用损失率，计算预期信用损失。 对于划分为组合的其他应收款、债权投资、买入返售金融资产、发放贷款及垫 款和融出资金，公司参考历史信用损失经验，结合当前状况以及对未来 ...

上海陆家嘴金融贸易区开发股份有限公司 2025 年第三季度房地产业务主要经营数据公告 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。 根据上海证券交易所《上市公司行业信息披露指引第一号——房地产》要求， 特此公告公司 2025 年第三季度房地产业务主要经营数据如下： 股票代码：A股 600663 证券简称：陆家嘴 编号：临2025-036 B股 900932 陆家B股 二、第三季度，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至第三批。至三季度末， 上述项目整体去化率分别约为 99%、93%、84%、70%、100%、96%及 71%。2025 年 1-9 月，公司住宅类物业销售签约面积 6.49 万平方米，同比增加 102%，权益签 约面积 4.89 万平方米，同比增加 102%；合同销售金额 82.73 亿元，同比增加 144%， 权益合同销售金额 55.98 亿元，同比增加 139%。2025 年 1-9 月，公司实现住宅 类物业销售（含车位）现金流入 79.3 ...

Core Viewpoint - Lujiazui (600663.SH) reported a significant increase in revenue for the first three quarters of 2025, indicating strong business performance despite a modest rise in net profit [1] Financial Performance - The company achieved an operating revenue of 12.038 billion, representing a year-on-year growth of 74.23% [1] - The net profit attributable to shareholders reached 1.062 billion, showing a slight increase of 0.66% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 1.070 billion, reflecting a year-on-year growth of 2.41% [1]

股票代码：A股 600663 证券简称：陆家嘴 编号：临2025-035 （一）公司 2025 年第三季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 年第三季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 年第三季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 第十届监事会第六次会议决议公告 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 六次会议于 2025 年 10 月 28 日以通讯表决方式召开，会议应参会监事 4 人，实际参 会监事 4 人。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： 审议通过《2025 年第三季度报告》。 监事会认为： 全体监事签署了《监事 ...

股票代码：A股 600663 证券简称：陆家嘴 编号：临2025-034 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 第十届董事会第六次会议决议公告 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 第六次会议于 2025 年 10 月 28 日以通讯表决方式召开，会议应参会董事 7 人，实 际参会董事 7 人。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 年第三季度报告》 本项议案已经公司第十届董事会审计委员会 2025 年第四次会议审议通过，审 计委员会认为：公司 2025 年第三季度财务报告能够真实、准确、完整地反映公司 2025 年第三季度财务状况、经营成果和现金流量等情况，同意将 2025 年第三季度 报告提交董事会审议。 全体董事及高级管理人员签署了《董事、高级管理人员关于公司 2025 年第三 季度报告的确认意见》。 二、审议通过《2025 年度中期利润分配方案》 ...