2025 年 10 月 22 日 行业研究 1-9 月百城宅地成交"量缩价升"，30 城整体溢价率 11% ——土地市场月度跟踪报告（2025 年 9 月） 要点 2025 年 1-9 月，百城宅地成交建面同比-6%，成交楼面均价同比+17%。 2025 年 1-9 月，百城成交住宅类用地建面为 1.54 亿平，累计同比-6.2%；成交 楼面均价为 6,847 元/平方米，累计同比+17.1%。分能级城市来看，1-9 月， 一线城市：供应住宅类用地建面为 726 万平，累计同比-26.9%；成交建面为 613 万平，累计同比-23.6%；成交楼面均价为 41,137 元/平方米，累计同比+42.0%。 1-9 月核心 30 城宅地成交面积占百城比重 48%，成交总价占百城比重 82%。 2025 年 1-9 月，光大核心 30 城宅地成交建面 7,430 万平，占百城住宅用地成交 建面的比重为 48.1%；核心 6 城宅地成交建面 1,854 万平，占百城比重为 12.0%； 光大核心 30 城宅地成交总价 8,671 亿元，占百城比重为 82.0%；核心 6 城宅地 成交总价 4,976 亿元，占百城比重为 ...

人民财讯10月22日电，企查查APP显示，近日，上海质芯私募投资基金合伙企业（有限合伙）成立，出 资额2.18亿元，经营范围包含：以私募基金从事股权投资、投资管理、资产管理等活动。企查查股权穿 透显示，该合伙企业由上海临港新片区投资控股（集团）有限公司、上海临港新片区私募基金管理有限 公司共同持股。 ...

10月20日，上海临港盘中上涨2.10%，截至10:04，报11.65元/股，成交9938.97万元，换手率0.36%，总 市值293.87亿元。 分红方面，上海临港A股上市后累计派现37.00亿元。近三年，累计派现15.13亿元。 上海临港今年以来股价涨17.68%，近5个交易日跌3.88%，近20日涨23.94%，近60日涨27.60%。 责任编辑：小浪快报 上海临港所属申万行业为：房地产-房地产开发-产业地产。所属概念板块包括：园区开发、氢能源、沪 自贸区、上海国资、自由贸易港等。 截至6月30日，上海临港股东户数6.17万，较上期减少0.09%；人均流通股0股，较上期增加0.00%。2025 年1月-6月，上海临港实现营业收入27.40亿元，同比减少7.03%；归母净利润3.31亿元，同比增长 6.87%。 资料显示，上海临港控股股份有限公司位于上海市浦东新区海港大道1515号创晶科技中心T2楼9层，成 立日期1994年11月24日，上市日期1994年3月24日，公司主营业务涉及产业园区开发、园区运营服务和 产业投资。主营业务收入构成为：房屋租赁53.61%，房屋销售38.46%，其他(补充)7.93 ...

Group 1 - The "6th 1024 Asset Management Technology Developers Conference (ITDC 2025)" was held in Shanghai, marking a significant event in the "Global Asset Management Center Shanghai International Activity Week 2025" series [1] - The report titled "2025 Report on the Development and Application of Large Models in the Asset Management Vertical Field of Shanghai Global Financial Technology Center" was officially released, showcasing the application of domestic large models in asset management with a focus on both technical depth and industry practice [1] - The "Drip Intelligence" initiative for intelligent investment research and AI + industrial development was launched, aiming to create a permanent platform for "industry research + scenario roadshows + closed-door discussions + joint initiatives" focusing on key sectors such as smart vehicles, high-end equipment, integrated circuits, civil aviation, and the digital economy [1] Group 2 - A pre-conference meeting was held with over 60 experts from various organizations, including the Shanghai Municipal Financial Office and the Lingang New Area Management Committee, discussing the core goal of building a benchmark financial technology cluster [2] - Key topics of discussion included industrial collaboration, financing development, cross-border data flow, computing power infrastructure, and offshore financial scenarios, aimed at promoting the aggregation of financial technology resources, technological innovation, and industry implementation [2]

新华财经上海10月18日电 （谷青竹） 10月17日，临港集团"园区半导体产业调研"活动在上海市特色产 业园区"浦江创芯之城"——临港浦江国际科技城（以下简称"浦江园区"）举办。本次活动旨在为园区企 业搭建直面顶级投资人的展示平台，既是对临港集团半导体产业资源的集中梳理，更是以"产业生态培 育、产业投资驱动"逻辑向资本市场传递转型价值、为园区企业搭建融资平台的重要实践，引发多家投 资机构代表高度关注与持续跟进意向。 现场，励兆科技创始人赵馗的分享，成为临港集团"投资驱动创新"的生动注脚。他回忆，公司落户浦江 园区后，从6人团队发展到100多人的关键节点，正是获得临港科创投参投的Pre-A 轮融资。"这笔投资 超越了财务意义，是信任、信心与背书的象征，意味着在我们的梦想尚处'草图阶段'时，有园区以'合伙 人'的角色全力托举公司成长。" 据临港浦江国际科技城党委副书记、总经理张春华介绍，浦江园区2024年集成电路产业营业收入422亿 元、工业总产值314亿元，已集聚规模以上企业25家、高新技术企业19家、专精特新企业22家、独角兽 企业2家，壁仞科技、天数智芯等GPU龙头企业均在此茁壮成长。其中，壁仞科技已在8月 ...

Core Viewpoint - The event organized by Lingang Group aims to create a platform for semiconductor companies in the park to connect with top investors, showcasing the transformation value of the semiconductor industry and facilitating financing opportunities for enterprises [2][6]. Group 1: Industry Development - Lingang Group has established a strong foundation in the semiconductor industry, with over 300 integrated circuit companies in its parks, accounting for 18% of Shanghai's total output [6]. - The "Dongfang Xin Gang" park serves as a benchmark for the semiconductor industry, leading in manufacturing capacity and covering all eight core equipment categories [6][7]. - The park has become a key location for semiconductor companies to establish their second headquarters or production bases, fostering innovation through a collaborative ecosystem [6][7]. Group 2: Investment Strategy - Lingang Group is shifting its strategy to "precise investment," actively engaging with investment institutions to support the growth of specialized enterprises in the semiconductor sector [7][8]. - The group has invested in several semiconductor companies through its industrial funds, including notable firms like Lanqi Technology and Jita Technology [7][8]. - The establishment of a 300 million yuan semiconductor special fund and a 500 million yuan fund for intelligent manufacturing and information technology reflects the group's commitment to deepening investment opportunities [7][8]. Group 3: Future Planning - Lingang Group aims to enhance its industrial chain by focusing on advanced processes and core areas in the semiconductor industry, promoting both leading projects and existing industry leaders [9][10]. - The group plans to build a "basic service + value-added service" system to address key pain points in R&D, thereby reducing costs and improving efficiency for enterprises [9][10]. - Future goals include doubling the scale of industrial investment and service revenue, transitioning from heavy asset development to light asset operations, and establishing a sustainable cycle of investment attracting enterprises and benefiting shareholders [10].

Core Viewpoint - Shanghai Lingang aims to double its industrial investment scale during the "14th Five-Year Plan" period, targeting approximately 5% of total assets in industrial investments [2][3]. Group 1: Industrial Investment Strategy - The company is shifting from a traditional park management approach of only nurturing to actively investing in semiconductor and other industries, engaging with investment institutions to support quality projects [3][4]. - Shanghai Lingang has established a strategy to enhance its investment capabilities, focusing on direct investments and fund-based investments to support leading and potential enterprises [7][8]. Group 2: Semiconductor Industry Focus - The company has a strong foundation in the semiconductor sector, with over 300 integrated circuit enterprises in its parks, generating more than 70 billion yuan in output, accounting for 18% of Shanghai's total [4][5]. - The Oriental Chip Port in Lingang New Area leads in manufacturing capacity, with a monthly wafer production exceeding 650,000 pieces, and has seen a 24% year-on-year growth in output from January to July this year [5][6]. Group 3: Future Development Plans - Shanghai Lingang plans to continue expanding its layout in advanced processes and packaging in the semiconductor industry, aiming to attract leading projects and enhance the industrial chain [6][10]. - The company is also focused on building a robust service system to reduce R&D costs and improve efficiency for enterprises, while fostering innovation through incubators and venture capital funds [6][10]. Group 4: Investment Matrix and Fund Development - The company is actively creating an investment matrix around three leading industries: integrated circuits, biomedicine, and artificial intelligence, to enhance its investment functions [7][8]. - Shanghai Lingang has established the Lingang Strategy Fund with a commitment of 800 million yuan, investing in various high-potential companies, including Wallen Technology and SenseTime [8][9].

Core Viewpoint - Shanghai Lingang aims to double its industrial investment scale during the "14th Five-Year Plan" period, with industrial investments accounting for approximately 5% of the company's total assets [1][2]. Group 1: Industrial Investment Strategy - The company is shifting from a traditional park management model that focuses solely on nurturing to one that includes direct investments and partnerships with investment institutions to support the growth of semiconductor enterprises [2][5]. - Shanghai Lingang has established a multi-layered fund structure to invest in semiconductor companies, including indirect holdings in leading firms like Biren Technology [3][5]. - The company has already invested in several semiconductor firms through its industrial funds, including companies like Lanqi Technology and Jita Technology [5][8]. Group 2: Semiconductor Industry Development - Shanghai Lingang has over 300 integrated circuit companies within its parks, generating more than 70 billion yuan in output, which accounts for 18% of Shanghai's total output in this sector [3][4]. - The Dongfang Chip Port in the Lingang New Area leads the nation in manufacturing capacity, with a monthly wafer production exceeding 650,000 pieces and a year-on-year growth of 24% in the first seven months of this year [4]. - The company is focusing on advanced processes and specialized technologies in the semiconductor field, aiming to enhance local production capabilities and support the entire industry chain [5][6]. Group 3: Future Plans and Goals - Shanghai Lingang plans to enhance its investment matrix around three key industries: integrated circuits, biomedicine, and artificial intelligence, while improving its investment capabilities [7][8]. - The company aims to double its industrial investment scale by utilizing direct investments and fund strategies, while also focusing on high-quality incubators and venture capital funds [8][10]. - The goal is to transition from heavy asset development to light asset operations, thereby increasing service revenue and operational income during the "14th Five-Year Plan" period [10].

Core Insights - The article reports the completion of the second phase of a large-scale production line cluster and the first "Blue Whale Project" by Bibor Biological in the Lingang area [1] Company Developments - Bibor Biological has successfully completed the construction of a significant production facility, which is part of its strategy to provide customized large-scale production line services to clients [1]

Core Viewpoint - Shanghai Lingang's stock price has shown fluctuations, with a recent decline of 2.01% and a year-to-date increase of 18.28%, indicating volatility in market performance [1][2]. Financial Performance - For the first half of 2025, Shanghai Lingang reported revenue of 2.74 billion yuan, a year-on-year decrease of 7.03%, while net profit attributable to shareholders was 331 million yuan, reflecting a year-on-year increase of 6.87% [2]. - Cumulative cash dividends since the A-share listing amount to 3.7 billion yuan, with 1.513 billion yuan distributed over the past three years [2]. Stock Market Activity - As of October 17, Shanghai Lingang's stock was priced at 11.71 yuan per share, with a market capitalization of 29.538 billion yuan [1]. - The stock experienced a net outflow of 15.6944 million yuan in principal funds, with significant selling pressure observed [1]. Business Overview - Shanghai Lingang, established on November 24, 1994, focuses on industrial park development, operational services, and industrial investment, with primary revenue sources being property leasing (53.61%) and property sales (38.46%) [1]. - The company operates within the real estate sector, specifically in industrial real estate development, and is associated with various concept sectors including hydrogen energy and the Shanghai Free Trade Zone [1].