Core Insights - The Shanghai Lingang Group aims to manage a total property area of approximately 30 million square meters by 2030, with a service standardization rate of 90% and a significant increase in overall service revenue contributing 15% to 20% of the group's total revenue [1] Group 1 - The company is focused on becoming a leading integrated service provider and total operator for innovative park ecosystems, as highlighted in their strategic positioning [1] - The release of the "Lingang Group Integrated Service Manual" (version 1.0) marks a new milestone in service standardization, precision, and systematization, enhancing the "soft power" to support the core park operations [1] - The integrated service manual encompasses six major areas and 36 items, ranging from basic services like talent apartments and property support to advanced offerings such as quality certification and brand empowerment [1] Group 2 - The company aims to achieve an integrated approach to investment attraction, ensuring not only the acquisition of major projects but also the retention and development of quality enterprises [1] - By enhancing external collaboration and integrating quality resources, the company seeks to optimize the business environment, thereby fostering new productive capabilities [1]

Core Viewpoint - The Shanghai Lingang New Area has launched a new policy to promote high-level institutional openness and support the high-quality development of the leasing industry, specifically through the expansion of the business scope for financial leasing project companies [1] Group 1: Policy Announcement - The "Financial Leasing Project Company Business Scope Expansion Pilot" policy was officially announced during the event held on July 17 [1] - The pilot program expands the leasing objects to include four types of equipment: new energy, power batteries, intelligent manufacturing, and industrial mother machines [1] - This expansion aligns with the strategic frontier industries of the Lingang New Area, providing richer support for financing leasing services to the real economy [1] Group 2: Implementation and Impact - The business entities are now allowed to set up Special Purpose Vehicles (SPVs) for financial leasing across the country, broadening the scope of operations [1] - This initiative is seen as a significant innovative measure supported by the National Financial Regulatory Administration to enhance the development of financial leasing in the Lingang New Area [1]

Core Viewpoint - Lingang Group is focusing on enhancing its service brand and capabilities to drive long-term growth and transformation, emphasizing the importance of service in its overall strategy [1][3]. Group 1: Service Strategy and Goals - The company aims to double both service output and revenue share, with a focus on five key areas: increasing revenue, optimizing business structure, upgrading quality and brand, streamlining management mechanisms, and enhancing professional talent [1]. - By 2030, Lingang Group plans to manage approximately 30 million square meters of property, achieve a 90% standardization rate in service, and have service revenue contribute 15%-20% to overall group revenue [1]. Group 2: Service Manual and New Initiatives - The release of the "Lingang Group Integrated Service Manual" (version 1.0) includes six major areas and 36 items, aimed at improving service efficiency and enhancing the experience for park enterprises [2]. - The new service IP "Ling Xiao Fu" was introduced to embody the customer-centric service philosophy and quality commitment [2]. Group 3: Service Alliance and Organizational Changes - The establishment of the "Lingang Group Service Alliance" brings together various internal professional service companies to enhance collaboration and service delivery [3]. - Lingang Service Company is initiating organizational reforms to optimize its structure and explore market-oriented development models, focusing on a "3+X" service system centered around food, housing, and transportation [2].

Market Performance - The Free Trade Port concept declined by 1.52%, ranking among the top declines in concept sectors as of July 28 [1] - Within the Free Trade Port sector, notable declines were seen in companies such as Jinjiang Online, Hainan Rui Ze, and Jiaoyun Co., with respective declines of 9.76%, 5.62%, and 4.73% [2][3] - Conversely, companies like Panda Dairy, Shanghai Lingang, and COSCO Shipping Technology experienced gains of 3.59%, 2.83%, and 1.91% respectively [1] Capital Flow - The Free Trade Port sector saw a net outflow of 678 million yuan, with 24 stocks experiencing net outflows [2] - China Duty Free Group led the outflow with a net withdrawal of 207 million yuan, followed by Jinjiang Online and HNA Holding with outflows of 141 million yuan and 132 million yuan respectively [2][3] - In contrast, stocks such as Haixia Co., Shanghai Port Group, and Panda Dairy saw net inflows of 57.59 million yuan, 27.27 million yuan, and 25.48 million yuan respectively [2][3]

Core Points - Shanghai Lingang (600848) closed at 9.55 yuan on July 25, 2025, up 2.36% from the previous week's 9.33 yuan [1] - The company's total market capitalization is currently 24.09 billion yuan, ranking 11th out of 92 in the real estate development sector and 706th out of 5148 in the A-share market [1] Company Announcements - Shanghai Lingang announced the implementation of its 2024 annual equity distribution, with a cash dividend of 0.20 yuan per A-share and 0.027938 USD per B-share [2] - The A-share registration date is July 29, 2025, with the ex-dividend date and cash dividend payment date on July 30, 2025 [2] - The B-share registration date is August 1, 2025, with the last trading day on July 29, 2025, and the cash dividend payment date on August 14, 2025 [2] - The total cash dividend distribution amounts to approximately 504.5 million yuan based on the company's total share capital of 2,522,487,004 shares [2] - The cash dividends for A-share and B-share shareholders vary based on holding periods and tax statuses, with specific amounts detailed for different types of shareholders [2]

Group 1 - Nearly 70 UK companies have established operations in Shanghai's Lingang area, covering industries such as pharmaceuticals, finance, and high-end manufacturing [1][3] - The Lingang New Area is viewed as a "testing ground" for institutional opening, with a policy framework promoting the free flow of investment, trade, capital, personnel, and data [3] - The area is accelerating the formation of world-class industrial clusters in integrated circuits, smart vehicles, and biomedicine, attracting major companies like Tesla, Boeing, and GSK [3][7] Group 2 - The UK-China Business Council emphasizes the complementary nature of industries between the two countries, particularly in digital economy, biomedicine, and new energy [3] - The 48 Group Club, a key player in UK-China trade relations, highlights the historical cooperation since 1953 and the potential for future collaboration [4][5] - UK companies are increasingly interested in Lingang as a gateway to China, with many planning visits and participation in events like the International Robot Expo [7][8] Group 3 - GSK has established a wholly-owned subsidiary in Lingang, operating core products through a contract manufacturing organization model [7] - Haleon, another UK pharmaceutical company, is leveraging Lingang's industrial cluster advantages to localize its operations across the entire supply chain [7] - Boeing is relocating its maintenance facility to Lingang, reflecting the area's favorable business environment and government support for high-end manufacturing [7]

Market Overview - The Shanghai Composite Index is at 3570.20 points, above the six-month moving average, with a change of 0.29% [1] - The total trading volume of A-shares today is 15610.05 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 61 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Huabei Mining: 8.00% deviation rate, with a price increase of 8.60% [1] - Hengjin Induction: 7.25% deviation rate, with a price increase of 8.04% [1] - Shanmei International: 7.00% deviation rate, with a price increase of 10.04% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Juhua Technology: minor deviation rate [1] - *ST Chuntian: minor deviation rate [1] - Hanzhong Precision Machinery: minor deviation rate [1]

证券代码：600848 证券简称：上海临港 公告编号：2025-019 上海临港控股股份有限公司 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： ? 每股分配比例 A 股每股现金红利0.20元，B 股每股现金红利0.027938美元 ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/7/29 | － | | 2025/7/30 | | | Ｂ股 | 2025/8/1 | 2025/7/29 | | 2025/8/14 | | ? 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 6 月 30 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 本次利润分配以方案实施前 ...

证券代码：600848 证券简称：上海临港 公告编号：2025-019 900928 |临港 B 股 上海临港控股股份有限公司 2024年年度权益分派实施公告 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： 每股分配比例 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本2,522,487,004股为基数，每股派发现金红利 1. 发放年度：2024年年度 2. 分派对象： A 股每股现金红利0.20元，B 股每股现金红利0.027938美元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/7/29 | － | 2025/7/30 | 2025/7/30 | | Ｂ股 | 2025/8/1 | 2025/7/29 | | 2025/ ...

Group 1 - The core viewpoint of the article highlights the significant development of the Shanghai Free Trade Zone's Lingang New Area, particularly the opening of the "Shanghai's first future demonstration street" at the Port City Square, which enhances the diversity and vitality of its commercial offerings [1] - The Port City Square features 16 new stores, including a cinema, hotel, and various cultural and dining establishments, contributing to a total of over 50 brands with an overall opening rate of approximately 76% [1] - The Port City Square is positioned as a core hub for AI innovation, housing leading companies in the electric vehicle and AI sectors, such as CATL and SenseTime, along with over 200 innovative enterprises and more than 3,000 tech talents focusing on advanced fields like smart chips and autonomous driving [1] Group 2 - The Port City Group has strengthened its industrial chain recruitment, leading to a growing concentration of AI digital industries and smart connected vehicles at the Port City Square [2] - Notable projects include the establishment of a "digital nomad community" by leading 3D digital asset company Wansheng Huatai and a pilot for autonomous ride-hailing services by Journey Tiangu [2] - High-level projects such as the Kunlun Unicom digital transformation service platform and Micro-Innovation Software are also accelerating their implementation, showcasing the area's strong industrial attraction [2]