金融界消息 截至2025年8月12日收盘，西藏城投（600773）报收于10.88元，下跌2.16%，换手率 2.07%，成交量19.70万手，成交金额2.15亿元。 通过天眼查大数据分析，西藏城市发展投资股份有限公司共对外投资了12家企业，参与招投标项目4 次，知识产权方面有商标信息3条，此外企业还拥有行政许可1个。 来源：金融界 资金流向方面，今日主力资金净流出2864.17万元，占比成交额13.34%。其中，超大单净流出991.27万 元、占成交额4.62%，大单净流出1872.90万元、占成交额8.72%，中单净流出流入1025.97万元、占成交 额4.78%，小单净流入1838.20万元、占成交额8.56%。 西藏城投最新一期业绩显示，截至2025一季报，公司营业总收入5.35亿元、同比增长599.78%，归属净 利润3438.66万元，同比增长30.37%，扣非净利润3505.53万元，同比增长29.21%，流动比率1.765、速动 比率0.325、资产负债率59.45%。 天眼查商业履历信息显示，西藏城市发展投资股份有限公司，成立于1996年，位于拉萨市，是一家以从 事其他金融业为主的企业。企业 ...

Core Points - The Shanghai Composite Index closed at 3653.50 points, above the annual line, with a gain of 0.51% [1] - The total trading volume of A-shares reached 1,149.623 billion yuan [1] - A total of 69 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary of Stocks Breaking the Annual Line - The stocks with the highest deviation rates include: - Shen Zhen Zhi Ye A: 5.97% deviation, closing price 6.97 yuan, with a daily increase of 7.07% and turnover rate of 4.64% [1] - De Fang Na Mi: 5.54% deviation, closing price 35.42 yuan, with a daily increase of 8.25% and turnover rate of 8.20% [1] - An Da Ke Ji: 5.19% deviation, closing price 5.86 yuan, with a daily increase of 5.78% and turnover rate of 6.58% [1] - Other notable stocks with smaller deviation rates include: - Hua Xi Biological: just above the annual line [1] - Yuan Zuo Shares: just above the annual line [1] - Pu Rui Eye Care: just above the annual line [1] Additional Stock Data - Other stocks with significant performance include: - Zhu Hai Guan Yu: 4.33% deviation, closing price 15.64 yuan, daily increase of 6.76% [1] - San Wei Gu Fen: 4.27% deviation, closing price 12.50 yuan, daily increase of 7.76% [1] - Tian Li Lithium Energy: 2.96% deviation, closing price 30.04 yuan, daily increase of 4.05% [1]

截至2025年8月6日收盘，西藏城投股价报10.56元，较前一交易日下跌1.31%。当日成交额1.77亿元，换 手率1.76%。 风险提示：股市有风险，投资需谨慎。 西藏城投主营业务为房地产开发，同时涉及锂矿资源开发，所属概念包括西藏板块、沪股通等。公司近 年来在新能源领域有所布局，市场对其锂矿业务关注度较高。 资金流向方面，8月6日主力资金净流出3743.67万元，近五日累计净流出8601.27万元。 ...

Group 1 - The core viewpoint of the news highlights the financial performance and stock activity of Tibet City Investment (600773) as of July 29, 2025, showing a stock price of 11.3 yuan, a 1.35% increase, and a trading volume of 41.20 million shares with a transaction value of 4.61 billion yuan [1] - The company reported a total operating revenue of 535 million yuan for Q1 2025, representing a year-on-year growth of 599.78%, and a net profit attributable to shareholders of 34.39 million yuan, up 30.37% year-on-year [1] - The liquidity ratios indicate a current ratio of 1.765 and a quick ratio of 0.325, with a debt-to-asset ratio of 59.45% [1] Group 2 - The company has made investments in 12 external enterprises and participated in 4 bidding projects, along with holding 3 trademark registrations and 1 administrative license [2] - Tibet City Investment was established in 1996 and is primarily engaged in other financial services, with a registered capital of approximately 9.52 billion yuan and a paid-in capital of about 6.11 billion yuan [1][2]

New Stock Issuance - Tianfu Long (732406) issued at a price of 23.60 on July 28, 2025[1] - Shenkai Co. (002633) has a tender offer period from July 29 to August 27, 2025[1] - ST Kelly (300326) has a tender offer period from July 17 to August 15, 2025[1] Abnormal Fluctuations - ST Wanfang (000638) reported significant abnormal fluctuations on July 25, 2025[2] - ST Zhengping (603843) experienced abnormal fluctuations on July 24, 2025[2] - Jiangnan Chemical (002226) noted abnormal fluctuations on July 23, 2025[2] Market Alerts - ST Zitian (300280) reported severe abnormal fluctuations on July 21, 2025[1] - Huayin Power (600744) indicated abnormal fluctuations on July 15, 2025[1] - ST Gaohong (000851) reported abnormal fluctuations on July 23, 2025[3]

Market Overview - The Shanghai Composite Index fell by 0.33% on July 25, with nine industries rising, led by electronics and computers, which increased by 1.37% and 1.26% respectively. The real estate sector ranked third in terms of gains [1] - The construction decoration and building materials sectors experienced the largest declines, with decreases of 2.06% and 1.69% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 49.376 billion yuan, with four industries seeing net inflows. The computer industry led with a net inflow of 2.924 billion yuan, followed by the electronics sector with a net inflow of 2.348 billion yuan [1] - The non-ferrous metals industry had the largest net outflow, totaling 6.911 billion yuan, followed by the power equipment sector with a net outflow of 5.773 billion yuan [1] Real Estate Sector Performance - The real estate industry rose by 0.63% with a net capital inflow of 406 million yuan. Out of 102 stocks in this sector, 38 rose, including two that hit the daily limit, while 55 declined [2] - The top three stocks with the highest net inflow in the real estate sector were Zhangjiang Hi-Tech, with 743 million yuan, followed by Quzhou Development and New Town Holdings with 122 million yuan and 63.28 million yuan respectively [2] - The stocks with the largest net outflows included Hainan Airport, China Merchants Shekou, and Tibet Urban Investment, with outflows of 166.84 million yuan, 146.88 million yuan, and 75.17 million yuan respectively [3] Real Estate Capital Inflow Rankings - The top stocks in terms of capital inflow included: - Zhangjiang Hi-Tech: +10.00%, 8.56% turnover, 743.26 million yuan inflow - Quzhou Development: +2.37%, 1.99% turnover, 122.43 million yuan inflow - New Town Holdings: +2.88%, 1.26% turnover, 63.28 million yuan inflow [2] Real Estate Capital Outflow Rankings - The stocks with the largest capital outflows included: - Hainan Airport: +3.14%, 5.92% turnover, -166.84 million yuan outflow - China Merchants Shekou: +2.29%, 1.38% turnover, -146.88 million yuan outflow - Tibet Urban Investment: -6.74%, 7.12% turnover, -75.17 million yuan outflow [3]

Core Insights - The Yarlung Tsangpo River downstream hydropower project, with a total investment of 1.2 trillion yuan, is set to significantly transform Tibet's economy and infrastructure [6][9][10] - The project is expected to create numerous job opportunities and enhance local industries such as construction, logistics, and commerce [6][9] Company and Industry Impacts - Companies in the cement and explosives sectors are poised to benefit directly from the hydropower project, with major players like Tibet Tianlu and Haohua Chemical already seeing stock price surges [5][6] - The cement market in Tibet is dominated by six companies, with Tibet Tianlu accounting for approximately 30.06% of the region's total production [6] - The explosives market is also significant, with Haohua Chemical generating 1.29 billion yuan in revenue from Tibet in 2024, representing 76.28% of its total income from the region [6] - Central enterprises are actively investing in Tibet, with 16 companies signing agreements for 75 projects worth 317.54 billion yuan, focusing on energy, minerals, and telecommunications [7] - The hydropower project is projected to generate 30 billion kWh annually, translating to sales of approximately 90 billion yuan, which would greatly enhance Tibet's fiscal capacity [10]

证券代码：600773 证券简称：西藏城投 公告编号：2025-027 西藏城市发展投资股份有限公司 关于股票交易异常波动的公告 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个别及连带责任。 重要内容提示： 西藏城市发展投资股份有限公司（以下简称"公司"或"西藏城投"）股 票连续三个交易日内日收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所 交易规则》的有关规定，属于股票交易异常波动。 （一）生产经营情况 经公司自查，公司目前生产经营活动正常，公司前期披露的信息不存在需要 更正、补充之处；市场环境或行业政策没有发生重大调整，内部生产经营秩序正 常。 （二）重大事项情况 经公司自查，并向公司控股股东上海北方企业（集团）有限公司及实际控制 人上海市静安区国有资产监督管理委员会书面问询，截至本公告日，公司、公司 控股股东及公司实际控制人不存在影响公司股票交易异常波动的重大事项，也不 存在其他应披露而未披露的重大信息，包括但不限于重大资产重组、股份发行、 1 收购、债务重组、业务重组、资产剥离、资产注入、股份回购、股权激励、破产 重整 ...

关于《西藏城市发展投资股份有限公司股票交易异常 波动征询函》的回函 2、截止本函回复之日,不存在处于筹划阶段的涉及贵公司的重 大事项,包括但不限于重大资产重组、股份发行、收购、债务重组、 业务重组、资产剥离、资产注入、股份回购、股权激励、破产重整、 重大业务合作、引进战略投资者等; 3、在股票交易异常波动期间,不存在买卖贵公司股票的情形。 特此函复。 ┣海 官限公司 2 日 西藏城市发展投资股份有限公司: 贵公司关于《西藏城市发展投资股份有限公司股票交易异常波动 征询函》已经收悉。我司作为西藏城市发展投资股份有限公司控股股 东,经核查,现就有关情况回复如下: 1、截止本函回复之日,不存在涉及贵公司的应披露而未披露的 重大信息; ...

1、截止本函回复之日,不存在涉及贵公司的应披露而未披露的 重大信息; 关于《西藏城市发展投资股份有限公司股票交易异常 波动征询函》的回函 西藏城市发展投资股份有限公司: 2、截止本函回复之日,不存在处于筹划阶段的涉及贵公司的重 大事项,包括但不限于重大资产重组、股份发行、收购、债务重组、 业务重组、资产剥离、资产注入、股份回购、股权激励、破产重整、 重大业务合作、引进战略投资者等; 3. 在股票交易异常波动期间,不存在买卖贵公司股票的情形。 贵公司关于《西藏城市发展投资股份有限公司股票交易异常波动 征询函》已经收悉。我委作为西藏城市发展投资股份有限公司实际控 制人,经核查,现就有关情况回复如下: 特此函复。 委员会 上海市静安区 20 ...