| 证券代码：600848 | 股票简称：上海临港 | 编号：2025-027 号 | | --- | --- | --- | | 900928 | 临港 B 股 | | 上海临港控股股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： 一、说明会类型 上海临港控股股份有限公司（以下简称"公司"）于2025年8月29日披露了 《2025年半年度报告》。为方便广大投资者更加全面、深入了解公司2025年半年 度的财务状况及经营成果，公司决定于2025年10月20日在上海证券报·中国证券 网以网络平台在线交流互动的方式召开2025年半年度业绩说明会。 二、说明会召开的时间、地点 召开时间：2025年10月20日（星期一）下午14:00-15:00 召开网址：上海证券报·中国证券网（https://roadshow.cnstock.com） 召开方式：网络平台在线交流互动 召开时间：2025年10月20日（星期一）下午14:00-15:00 召开地点：上海证券报·中 ...

Core Viewpoint - The 36th Shanghai Tourism Festival's float parade has officially launched in the Lingang New Area, marking it as an important stage for the festival in Shanghai [1] Group 1: Event Highlights - The Lingang New City served as a sub-venue for the 2nd Shanghai International Light and Shadow Festival, themed "Light Arrival at the Singularity: Seeing the Future," which aims to resonate technology and emotions through light [1] - The event featured landmark interactions around the China Railway Building and the Glory Ring, creating a "Lingang LOOK" light show [1] Group 2: Development Strategy - In recent years, the Lingang New Area has leveraged its advantages to continuously innovate cultural and tourism products and enhance service quality, striving to become a new highlight in the cultural tourism industry in Shanghai and nationwide [1] - The future strategy for the Lingang New Area includes improving urban functional quality and optimizing the business environment to promote high-quality development across commerce, culture, sports, and tourism, providing diverse participation options for the public [1]

观摩会现场，精心设置了"质量标准化亮点""BIM及智慧工地系统""地下室机电管线展示""安全标准化体 系"等多个展示区，并通过数十块展板和实测实量机器人、喷涂机器人等多项机械设备，全方位、多维 度呈现项目管理成效，共迎来临港新片区施工单位、在建工地参建各方等百余人到项目现场观摩交流。 自项目建设以来，浦东医院临港院区项目管理团队恪守"精品"理念，按照"一次成优、全程创优"标准， 持续推进品质工程建造，落实管理体系建设，开展技术提升培训。严格按照设计图纸和施工方案作业， 坚持样板引路，明确建设质量标准，实现节能高效、安全质量施工。截至目前，项目1项QC成果获评上 海市工程建设QC小组一类成果、1项获评"二类成果"、5项获评"三类成果"，是项目建设团队深耕质量 管理创新的有力见证。 来源：环球网 据了解，浦东医院临港院区项目代建单位为临港新片区建设公司，施工单位为中建二局。项目是上海 市"十四五"规划重点项目，位于临港新片区泥城镇，总建筑面积约17万平方米，建筑高度为65米，是临 港新片区重要医疗功能布局，未来将整合复旦大学优势学科资源与临港新片区区位优势，创新国际特许 药械使用路径，带动新片区医药、医工、医疗产 ...

智通财经记者 | 方卓然 律士家科技的核心业务涵盖合同审查、立案检索等，旨在为中小微企业提供法律解决方案，已开发近百 款AI法律应用。10月8日，这家专注"AI+法律"的公司即将整体迁至临港零界魔方，完成9人团队集结。 这不仅是律士家科技的发展突破，更凸显临港的引才魅力。临港科技城公司零界魔方运营负责人罗奕君 对智通财经透露，零界魔方投入运营一个月来，已有110余个创业项目通过评审，预计将有500多位青年 人才陆续来到这里创业就业。 谈及搬迁原因，王曦宇直言成本控制是核心驱动力之一。在陆家嘴，30多平的5A级办公室月租近1.7万 元，对初创公司压力太大，团队因此主要采取线上办公的形式。 而在临港零界魔方，企业不仅获得了85-90平的独立办公室，团队中还有3人成功申请到免费人才公寓， 服务器所需电费也更低廉，极大减轻了企业初创期的资金负担。 除了成本优势，临港的政策扶持更让王曦宇团队感受到雪中送炭的温暖。"我们的产品依赖大量智能 体，算力成本很高。临港提供的50万算力补贴，对我们来说非常关键。"王曦宇称。 王曦宇多次对智通财经强调AI与人工的互补性。他认为，AI能解决制式化问题，比如审查普通合同， 协助不懂法律 ...

Group 1 - The real estate sector showed resilience, with the CSI 800 Real Estate Index rising nearly 1% to reach a new high for the year, driven by significant gains in stocks like China Merchants Shekou (+3.86%) and Binjiang Group (+2.29%) [1] - The only ETF tracking the CSI 800 Real Estate Index (159707) saw a peak increase of 3% during the day, closing up 1.15% with a trading volume of nearly 80 million yuan, indicating strong investor interest with a net subscription of 23.5 million units [1] Group 2 - The new round of housing market regulation in Shanghai has shown significant short-term effects, with new home transaction volumes increasing by over 30% in the first week and a total increase of 19% compared to the previous month [3] - Analysts from Zhongyin Securities suggest that structural policy relaxations in major cities may lead to a short-term rebound in the housing market, highlighting the potential for high-quality real estate companies to outperform [3] - Guotou Securities anticipates improved new home sales due to increased supply from developers and the release of pent-up demand from relaxed regulations in core cities, alongside expectations of interest rate cuts [3] Group 3 - The CSI 800 Real Estate Index currently has a price-to-book (PB) ratio of only 0.8, indicating a significant undervaluation at the 22nd percentile over the past decade, suggesting substantial room for valuation recovery [4] - Analysts recommend accumulating real estate stocks, particularly focusing on central state-owned enterprises and high-quality developers, due to the low valuation levels and potential liquidity boosts from anticipated interest rate cuts [4] Group 4 - The real estate ETF (159707) tracks the CSI 800 Real Estate Index and includes 13 leading real estate companies, showcasing a high concentration of top-tier firms, with the top ten constituents accounting for over 90% of the index [6][7] - The presence of central state-owned enterprises in the ETF enhances its resilience amid industry challenges, positioning leading real estate firms for greater flexibility and potential recovery [7]

Group 1 - The real estate sector showed strong performance, with the CSI 800 Real Estate Index rising by 2.68% as of 10:49 AM on September 26 [1] - Leading stocks included China Merchants Shekou, which surged by 5.53%, followed by Binjiang Group at 4.58%, and New Town Holdings at 3.26% [1] - The only ETF tracking the CSI 800 Real Estate Index, the real estate ETF (159707), saw an increase of 3.01%, with a trading volume exceeding 67 million yuan and a net subscription of 18 million units [1] Group 2 - A new round of housing market regulation in Shanghai has shown significant short-term effects, with new home transaction volumes increasing by over 30% in the first week and a total increase of 19% compared to the previous month [1] - According to Zhongyin Securities, structural policy relaxations in major cities like Beijing, Shanghai, and Shenzhen may lead to a short-term rebound in the real estate market [3] - The real estate ETF (159707) tracks the CSI 800 Real Estate Index, which includes 13 leading real estate companies, demonstrating a high concentration of top-tier firms with over 90% weight in the top ten constituents [3]

Group 1 - The real estate sector experienced a volatile rebound on September 24, with several stocks hitting the daily limit up, including Yunnan City Investment, Shanghai Lingang, Shibei High-tech, and Shenzhen Zhenye A [1] - By 9:55 AM, stocks such as Shangshi Development, Yuhua Development, and Shahe Shares also saw significant increases [1] Group 2 - Notable stock performances included Yunnan City Investment at 2.82 with a rise of 10.16%, and Shibei High-tech at 5.84 with a rise of 9.98% [2] - Other stocks that showed positive movement included Shenzhen Zhenye A at 9.27 with a rise of 9.96%, and Shangshi Development at 4.66 with a rise of 7.62% [2]

Group 1 - Shen Zhen Ye A stock reached the daily limit increase, indicating strong market interest [1] - Shanghai Lingang stock rose over 7%, reflecting positive investor sentiment [1] - Other companies such as Shanghai Shiji Development, Shibei High-tech, Wantong Development, Dalong Real Estate, and Shen Property A also experienced stock price increases, suggesting a broader trend in the real estate sector [1]

Group 1 - The real estate sector continues to rise, with stocks such as Shen Zhen Yi A, Da Long Real Estate, and Shi Bei Gao Xin hitting the daily limit [1] - Other companies like Shang Hai Lin Gang, Shang Shi Development, Yu Development, Sha He Shares, and Shen Wu Yi A also experienced gains [1]

Group 1 - The real estate sector experienced a strong rally on the 24th, with stocks such as Yunnan Chengtou, Chongqing Development, Shanghai Lingang, and Shenzhen Zhenye A hitting the daily limit, while Dalong Real Estate and Zhangjiang Hi-Tech have seen consecutive limit-ups for two days [1] - Since August 2025, favorable policies have been continuously implemented, including Beijing's policy allowing eligible families to purchase unlimited properties outside the Fifth Ring Road, and similar policies in Shanghai and Shenzhen [1] - According to Everbright Securities, the implementation of a comprehensive set of real estate policies is expected to enhance local government autonomy in market regulation, leading to further regional and urban differentiation, with core cities likely benefiting from urban renewal [1] Group 2 - Guojin Securities noted that major cities like Beijing and Shanghai have recently implemented optimized purchase restrictions, and the demand season is expected to help restore the fundamentals of the real estate market [2] - Current real estate valuations are considered low, and it is recommended to accumulate real estate stocks during dips, particularly those developers focusing on core first and second-tier cities with strong land acquisition capabilities [2]