| 证券代码：600822 | 证券简称：上海物贸 | | | | 公告编号：临 | 2025-028 | | --- | --- | --- | --- | --- | --- | --- | | 900927 | | 物贸 | B | 股 | | | 上海物资贸易股份有限公司 股票交易风险提示公告 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。 重要内容提示： 股价累计涨幅较大风险。上海物资贸易股份有限公司（以下简称"公 司"）A 股股票于 2025 年 7 月 11 日、7 月 14 日、7 月 15 日、7 月 16 日、7 月 17 日连续 5 个交易日收盘价格触及涨停，累计上涨幅度 61.06%，公司股票短期 涨幅严重高于同期上证指数。2025 年 7 月 11 日、7 月 14 日、7 月 15 日、7 月 16 日、7 月 17 日连续 5 个交易日，公司股票累计换手率为 72.36%，显著高于公 司前期换手率水平，可能存在非理性炒作风险。公司基本面未发生重大变化，也 不存在应披露而未披露的重大信息。 市盈率、 ...

7月17日涨停分析 今日共58股涨停，连板股总数16只，27股封板未遂，封板率为68%（不含ST股、退市股）。焦点股方面，机器人概念股上纬新材20CM7连板、君禾股份2连 板，业绩预增的柳钢股份13天7板、联发股份3连板，数据要素概念股上海物贸5连板、中远海科5天3板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 浙江震元 000705 | 2天2板 | 10.01% | 09:25 | 创新药 | | 亚太药业 002370 | 2天2板 | 9.98% | 10:12 | 创新药 | | 维康药业 | 首板 | 19.99% | 09:45 | 创新药 | | 300878 | | | | | | 成都先导 688222 | 首板 | 20.02% | 10:25 | 创新药 | | 信立泰 | 首板 | 10.00% | 11:17 | 创新药 | | 002294 | | | | | | 迈威生物-U | 首板 | 19.99% | 14:17 | 创新药 | | 688062 | | | | | | 塞力医疗 ...

Group 1 - The Chinese government is promoting high-level opening-up and aims to maintain global supply chain stability, encouraging collaboration among countries [5] - The Ministry of Commerce has issued a notice to implement tax incentives for foreign investors reinvesting profits in China, aiming to stabilize investment expectations and reduce costs [5] - The National Energy Administration reported a record high in national electricity load, reaching 15.06 billion kilowatts, indicating a critical period for energy supply during peak summer [6] Group 2 - Seven major potassium fertilizer companies have jointly announced an initiative to increase supply and reduce prices, aiming to stabilize market expectations and return prices to reasonable levels [6][7] - The Henan provincial government has introduced policies to support mergers and acquisitions for listed companies, focusing on high-quality industrial development and resource allocation [7] - NVIDIA's CEO highlighted that China's open-source AI is catalyzing global AI innovation, with numerous projects utilizing NVIDIA's Omniverse platform for digital twin applications [8] Group 3 - Tesla's Model Y L, a luxury electric SUV, is set to be delivered in the fall, with significant specifications including a length of approximately 5 meters and a wheelbase exceeding 3 meters [11] - Postal Savings Bank plans to invest 10 billion yuan to establish a financial asset investment company [12] - Jinggong Steel Structure has signed a 550 million yuan project contract for the Jeddah Stadium and surrounding sports village, intended for the FIFA World Cup [13] Group 4 - Nvidia is expected to begin selling H20 chips in the Chinese market, indicating a strategic move to enhance its presence in the region [26]

| | | 上海物资贸易股份有限公司 上海物资贸易股份有限公司（以下简称"公司"或"本公司"）A 股股 票交易连续 2 个交易日内日收盘价格涨幅偏离值累计达 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情形。 经公司自查，并向控股股东百联集团有限公司（以下简称"百联集团"） 书面征询并核实，截至本公告披露日，除在指定信息披露媒体及上海证券交易所 网站上已公开披露的信息外，不存在应披露而未披露的重大事项和风险事项。 公司 A 股股票于 2025 年 7 月 11 日、7 月 14 日、7 月 15 日、7 月 16 日 连续 4 个交易日收盘价格触及涨停，累计涨幅 46.45%，公司股票短期涨幅高于 同期上证指数。2025 年 7 月 11 日、7 月 14 日、7 月 15 日、7 月 16 日连续 4 个 交易日公司股票交易累计换手率为 53.15%，显著高于公司前期换手率水平。但 公司基本面未发生重大变化，也不存在应披露而未披露的重大信息。 公司敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 股票交易异常波动公告 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 ...

上海物贸（600822）公告，公司A股股票交易连续4个交易日(2025年7月11日、7月14日、7月15日、7月 16日)收盘价格触及涨停，累计涨幅达46.45%，同期上证指数涨幅较小。公司股票短期涨幅高于同期上 证指数，连续4个交易日公司股票交易累计换手率为53.15%，显著高于公司前期换手率水平。但公司基 本面未发生重大变化，也不存在应披露而未披露的重大信息。公司敬请广大投资者注意二级市场交易风 险，理性决策，审慎投资。 ...

Core Viewpoint - Shanghai Wumao (600822) experienced a trading halt today with a daily turnover rate of 17.27% and a transaction amount of 847 million yuan, while the stock's price fluctuated by 14.56% [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange due to a daily price deviation of 10.42%, with a total net sell of 12.59 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 159 million yuan, with a buying amount of 73.16 million yuan and a selling amount of 85.75 million yuan, resulting in a net sell of 12.59 million yuan [2] - The largest buying brokerage was UBS Securities with a purchase amount of 18.05 million yuan, while the largest selling brokerage was CITIC Securities with a selling amount of 25.15 million yuan [2][3] Fund Flow - The stock saw a net outflow of 21.34 million yuan from main funds today, with a significant single net inflow of 28.61 million yuan and a large single net outflow of 49.95 million yuan [2] - Over the past five days, the main funds have seen a net inflow of 33.78 million yuan [2] Margin Trading Data - As of July 14, the latest margin trading balance for the stock was 138 million yuan, with a financing balance of 138 million yuan and a securities lending balance of 26,480 yuan [3] - The financing balance increased by 897,800 yuan over the past five days, reflecting a growth rate of 0.66%, while the securities lending balance increased by 45,500 yuan, showing a growth rate of 20.77% [3] Financial Performance - The company reported a revenue of 472 million yuan for the first quarter, representing a year-on-year decline of 45.21%, while the net profit was 6.74 million yuan, indicating a year-on-year growth of 30.58% [3]

重要内容提示： 股价累计涨幅较大风险。上海物资贸易股份有限公司（以下简称"公 司"）A 股股票于 2025 年 7 月 11 日、7 月 14 日、7 月 15 日连续 3 个交易日收 盘价格触及涨停，累计上涨幅度 33.13%，公司股票短期涨幅高于同期上证指数。 2025 年 7 月 11 日、7 月 14 日、7 月 15 日（连续 3 个交易日），公司股票累计换 手率为 34.26%，高于公司前期换手率水平。但公司基本面未发生重大变化，也 不存在应披露而未披露的重大信息。 市盈率、市净率较高的风险。根据中证指数有限公司网站发布的数据， 目前公司所属的证监会行业分类"批发和零售业"静态市盈率为 25.71、滚动市 盈率为 24.16，市净率为 1.73，公司静态市盈率为 118.65、动态市盈率为 115.06， 市净率为 4.95。公司 A 股股票市盈率、市净率明显高于行业平均水平。 | 证券代码：600822 | 证券简称：上海物贸 | | | | 公告编号：临 | 2025-026 | | --- | --- | --- | --- | --- | --- | --- | | 900927 | | ...

| | | 上海物资贸易股份有限公司 股票交易异常波动公告 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。 重要内容提示： 上海物资贸易股份有限公司（以下简称"公司"或"本公司"）A 股股 票交易连续 3 个交易日内日收盘价格涨幅偏离值累计达 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情形。 经公司自查，并向控股股东百联集团有限公司（以下简称"百联集团"） 书面征询并核实，截至本公告披露日，除在指定信息披露媒体及上海证券交易所 网站上已公开披露的信息外，不存在应披露而未披露的重大事项和风险事项。 公司敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司 A 股股票交易连续 3 个交易日内日收盘价格涨幅偏离值累计达 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情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动情形，公司对有关事项进行了核查，并书面征询 了本公司控股股东，现将有关情况说明如下： （一）生产经营情况 （三） ...

Core Concept - The article discusses the emerging concept of Real Data Assets (RDA), which transforms previously dormant data into valuable assets that can be traded or used for financing, highlighting its potential to revolutionize how companies leverage data for financial benefits [1][20]. RDA vs RWA - RDA is positioned as a more advanced version of Real World Assets (RWA), providing not just a digital representation of assets but also integrating real-time data to validate and enhance the value of those assets [3][4]. Key Companies Leveraging RDA - **Shanghai Steel Union**: Dominates the steel data market with over 70% global market share, generating 900 million yuan annually by issuing a data-backed stablecoin called "STEEL-CNY" [5][7][8]. - **COSCO Shipping Technology**: Monitors real-time data of over 5,000 global ports, transforming shipping logistics data into a payment system called "Cargo Treasure CNY," significantly reducing transaction fees [9][10]. - **Shanghai Nonferrous Metals Network**: Influences pricing in the nonferrous metals market through its established indices, allowing it to charge for pricing authority rather than just data [10]. - **Sanwei Tiandi**: Enhances data credibility through AI-driven tagging, ensuring data quality for RDA applications, and plays a role in setting RDA standards [11][12]. - **Zhongxin Saike**: Collects traffic data across 80% of highways in China, enabling infrastructure financing through packaged RDA assets [13][14]. - **Data Harbor**: Provides data center services and has begun to offer computing power as RDA assets, allowing companies to rent computing resources [14][15]. - **Huayang Lianzhong**: Utilizes advertising data from over 1 billion devices to create RDA packages that can be used for financing, enhancing the value of advertising investments [17][18]. - **Great Wisdom**: Offers financial data services and has created a closed loop for data assetization, allowing users to leverage their data for loans [18][19]. Market Trends and Implications - RDA is seen as a crucial solution for small and medium enterprises facing financing challenges, as it allows them to use real-time data as collateral for loans [20]. - The article emphasizes the importance of data monopolies and state-owned enterprises in the RDA landscape, suggesting that companies with unique data or strong government ties are better positioned to succeed [21].

证券代码：600822 证券简称：上海物贸 编号：临 2025－024 900927 物贸B股 上海物资贸易股份有限公司 第十届董事会第十九次会议决议公告 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。 一、董事会会议召开情况 2025 年 7 月 8 日 本次董事会审议通过了《关于聘任公司高级管理人员的议案》。 根据《公司章程》的有关规定，由公司总经理许伟先生提名，公司聘任沈宝 华先生担任财务总监职务（简历附后）。 关于公司聘任沈宝华先生担任财务总监的事项已经董事会审计委员会全体审 议通过，并提交董事会审议。 沈宝华先生未持有本公司股票；沈宝华先生与公司其他董事、监事、高级管 理人员、实际控制人及持股 5%以上的股东之间不存在其他关联关系，其任职资格 符合《中华人民共和国公司法》、《公司章程》等相关规定，不存在《上海证券交 易所上市公司自律监管指引第 1 号—规范运作》第 3.2.2 条规定的情形。 同意 9 名，反对 0 名，弃权 0 名。 特此公告。 上海物资贸易股份有限公司董事会 公司第十届董事会第十九次会议于2025 ...