| 证券代码：600848 | 股票简称：上海临港 | 编号：2026-001 | 号 | | --- | --- | --- | --- | | 900928 | 临港 | B | 股 | 上海临港控股股份有限公司 关于上海漕河泾开发区高科技园发展有限公司 增资扩股的进展公告 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、交易事项概述 2022 年 9 月 20 日，上海临港控股股份有限公司（以下简称"公司"）召开第 十一届董事会第九次会议，审议通过《关于全资子公司上海漕河泾开发区高科技 园发展有限公司以公开挂牌方式引入战略投资者的议案》，同意上海漕河泾开发区 高科技园发展有限公司（以下简称"高科技园公司"）通过上海联合产权交易所以 公开挂牌的方式增资扩股引入战略投资者。（具体内容详见公司于 2022 年 9 月 21 日披露的《关于全资子公司上海漕河泾开发区高科技园发展有限公司以公开挂牌 方式引入战略投资者的公告》（公告编号：临 2022-056 号））。2022 年 12 月 7 日， 公司按照产权交易有关规定和程 ...

Core Viewpoint - The announcement of the land reserve for the residential plot in Lingang marks a significant step in Shanghai's new land reserve mechanism, aimed at optimizing supply-side adjustments in the real estate market amidst a differentiated market landscape [1][4]. Group 1: Land Reserve Details - Lingang Holdings announced the land reserve for the Shengrong plot (C07-01) in the Lingang 105 area, which is the first publicly disclosed residential land reserve case in Shanghai [1]. - The residential plot was acquired in July 2023 for 3.87378 billion yuan, with a linked residential price set at 34,000 yuan per square meter; the reserve price for this land is set at 2.625 billion yuan, reflecting a 4.01% discount from the original cost [2]. - The land reserve is led by the Shanghai Land Reserve Center, with a collaborative agreement signed by four parties, aiming to optimize land resource allocation through market-oriented methods [2]. Group 2: Market Context and Implications - The reserve aims to alleviate market destocking pressure, indicating a strategic adjustment by the company in response to market changes [2]. - The surrounding area of the C07-01 plot has several new housing projects, with a current overall destocking rate of less than 40% and an expected destocking period exceeding 18 months [2]. - The Shanghai real estate market is experiencing a bifurcated trend, with core areas maintaining high prices while suburban regions like Lingang face significant destocking challenges [3]. Group 3: Future Outlook and Strategic Importance - The land reserve is part of a broader strategy to control supply and reduce inventory, directly impacting future new housing supply in the 105 area [3][4]. - The Lingang New Area has become a focal point for major real estate companies, with varying destocking performances among projects, highlighting the need for strategic adjustments in response to market conditions [3]. - The initiative is seen as a significant practice of Shanghai's combined regulatory strategy of controlling land supply at the front end while addressing housing inventory at the back end, potentially serving as a model for other high-inventory suburban areas [4].

Core Viewpoint - Shanghai Lingang Holdings Co., Ltd. announced the acquisition of a residential land parcel in the Shanghai Lingang New Area by the Shanghai Land Reserve Center for a total price of 2.625 billion yuan [1][2] Group 1: Land Acquisition Details - The land parcel, located approximately 2 kilometers from Dishui Lake, covers an area of 78,658.60 square meters with a planned construction area of 188,780.64 square meters [1] - The acquisition price for the land is set at 2.625 billion yuan, and the land use is designated for residential purposes [1][2] Group 2: Strategic Implications - This acquisition marks the first publicly disclosed case of residential land storage in Shanghai, aimed at optimizing the company's land resource allocation and asset structure [2] - The company expects to recover approximately 2.625 billion yuan in funds from this acquisition, which will help alleviate market pressure and enhance profitability [2] - The company plans to avoid large capital immobilization and potential larger losses by not developing the land, which is projected to reduce the net profit attributable to shareholders by about 93 million yuan in 2025 [2]

Core Viewpoint - A state-owned enterprise in Shanghai is set to "store" a residential land plot, marking a significant move in land resource optimization and asset structure improvement for the company [1][2]. Group 1: Land Acquisition Details - Shanghai Lingang Holdings Co., Ltd. will sign a land acquisition agreement for a residential plot located in the Lingang New Area, covering approximately 78,700 square meters with a planned storage price of 2.625 billion yuan [1]. - The land plot has a total construction area of 188,800 square meters and is situated about 2 kilometers from Dishui Lake in Shanghai [1]. Group 2: Financial Implications - The company expects to recover approximately 2.625 billion yuan post-transaction, although it anticipates a reduction in net profit attributable to shareholders of about 93 million yuan for the fiscal year 2025 due to the reversal of deferred tax assets [2]. - The long-term strategy aims to avoid significant capital stagnation and potential larger losses, enhancing asset turnover efficiency and profitability [2]. Group 3: Market Context and Comparisons - This land acquisition is noted as the first publicly disclosed residential land storage case in Shanghai, contrasting with previous cases involving commercial or industrial land [2][3]. - Other companies, such as Bailian Group and Bright Realty, have also engaged in land storage, but their cases involved non-residential land types [3]. Group 4: Broader Industry Trends - As of November, approximately 5.7% of the newly issued special bonds by local governments were allocated for acquiring idle land, with a total scale of about 655.3 billion yuan planned for land acquisition [4]. - The central economic work conference emphasized stabilizing the real estate market, linking land storage initiatives to inventory reduction strategies [4][5].

格隆汇12月26日丨上海临港(600848.SH)公布，因国家建设需要，根据中央城市工作和经济工作会议精 神，以推动城市高质量发展为主题，强化"控增量、去库存、优供给"内涵式发展，土储中心、公司、临 港集团及金港荣盛置业将签订《土地收购储备协议》，金港荣盛置业位于上海市临港新片区DSH-04单 元C07-01地块将实施收储，土地面积合计78,658.60平方米，地上计容建筑面积合计188,780.64平方米， 拟收储价格合计262,500万元。 ...

Core Viewpoint - Shanghai Lingang's subsidiary, Jin Gang Rong Sheng Real Estate, will have its land in the Lingang New Area acquired for a total price of 2.625 billion yuan, reflecting a 4.01% discount from its book value [1][2]. Group 1: Land Acquisition Details - The land acquisition involves a total area of 78,700 square meters with a floor area ratio of 2.4, allowing for a total construction area of 188,800 square meters [1]. - The land is designated for residential use and is located approximately 2 km from Dishui Lake [1]. - The acquisition agreement was signed by Shanghai Lingang Holdings, its controlling shareholder, and Jin Gang Rong Sheng Real Estate, with the Shanghai Land Reserve Center as the acquiring party [1]. Group 2: Financial Implications - The acquisition is expected to generate approximately 2.625 billion yuan in cash flow for the company [2]. - In the short term, the company anticipates a reduction of about 93 million yuan in net profit for the fiscal year 2025 due to the land no longer being developed and the reversal of deferred tax assets [2]. - The long-term strategy aims to optimize land resource allocation, enhance asset turnover efficiency, and facilitate a transition from "heavy asset development" to "light asset operation" [2]. Group 3: Historical Context - The land in question was originally acquired during a state-owned land use rights auction on July 11, 2023, where it was bundled with another plot and won by a consortium for a base price of 3.87378 billion yuan [3]. - The original plot had a total area of 178,400 square meters and was designated for mixed-use development [3].

证券代码：600848 证券简称：上海临港 公告编号：2025-031 900928 临港 B 股 上海临港控股股份有限公司 关于控股子公司土地收储的公告 2、本次交易的交易要素 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： 交易简要内容：上海市土地储备中心（以下简称"土储中心"）、上海临 港控股股份有限公司（以下简称"公司"）、公司控股股东上海临港经济发展（集 团）有限公司（以下简称"临港集团"）、公司下属控股子公司上海临港新片区金 港荣盛置业有限公司（以下简称"金港荣盛置业"）将签订《土地收购储备协议》， 对位于上海市临港新片区 DSH-04 单元 C07-01 地块进行收储。本次收储土地面积 合计 78,658.60 平方米，地上计容建筑面积合计 188,780.64 平方米，拟收储价 格合计 262,500 万元。 本次交易不构成关联交易，不构成重大资产重组。 本次交易已经公司第十二届董事会第九次会议审议通过，未达到公司股 东会审议标准。 一、交易概述 （一）本次交易的基本情况 1、本次交易概况 因国 ...

格隆汇12月26日｜上海临港：上海市土地储备中心、上海临港控股股份有限公司、公司控股股东上海临 港经济发展（集团）有限公司、公司下属控股子公司上海临港新片区金港荣盛置业有限公司将签订《土 地收购储备协议》，对位于上海市临港新片区DSH-04单元C07-01地块进行收储。本次收储土地面积合 计78,658.60平方米，地上计容建筑面积合计188,780.64平方米，拟收储价格合计262,500万元。 ...

上海临港公告称，公司下属控股子公司金港荣盛置业位于上海临港新片区地块将被收储，土地面积 78,658.60平方米，地上计容建筑面积188,780.64平方米，拟收储价26.25亿元。 ...

中新网上海12月25日电 (记者 李姝徵)上海市重大工程项目之一——数字光源芯片先进封测基地项目25 日在中国(上海)自由贸易试验区临港新片区(以下简称临港新片区)动工。 项目总占地35亩，预计2027年上半年竣工，建成后将形成年产120万颗Micro-LED光源芯片及60万套车 灯模组的产能，产品将具备独立像素控制、微秒级响应等技术优势，契合智能交互照明的行业发展需 求。 晶合光电董事长余涛在当日开工仪式上表示，临港新基地的开工是公司打通Micro-LED芯片全产业链、 迈向高端光源制造的里程碑式一步。 余涛表示，面对行业"缺芯少芯"的痛点，公司将以该基地为核心，持续加大研发投入，深化与高校、产 业链伙伴及金融机构的产学研协同创新，全力攻克前沿技术，致力于将其打造为国际一流的先进封测基 地，为中国汽车电子产业的安全升级与自主可控提供坚实支撑。 该基地的建成不仅将实现高端车用光源芯片的国产化替代，降低本土智能汽车产业的供应链风险，更将 通过打造"芯片设计-封测智造-量产应用"协同的产业生态，吸引上下游企业集聚。(完) 该项目由晶合光电全资子公司上海智汇芯晖微电子有限公司投资建设，首期投资3亿元人民币，聚焦 M ...