上海临港（600848）公告，近日公司收到中国证监会出具的批复，同意公司向专业投资者公开发行面值 总额不超过60亿元公司债券注册申请。该批复自同意注册之日起24个月内有效，公司在注册有效期内可 以分期发行公司债券。公司将按要求在股东大会授权范围内择机办理本次公司债券发行相关事宜，并及 时履行信息披露义务。 ...

公司研究 单位租金稳步上涨，分红派息保持稳定 ——上海临港（600848.SH）2024 年报及 2025 年一季报点评 要点 事件：公司发布 2024 年年报及 2025 年一季报 2024 年，公司实现营业总收入 111.03 亿元，（调整后）同比增长 57.2%；实 现归母净利润 10.97 亿元，（调整后）同比增长 3.1%。 2025 年一季度，公司实现营业总收入 15.81 亿元，（调整后）同比下降 17.1%； 实现归母净利润 1.72 亿元，（调整后）同比下降 16.5%。 点评：经营业绩略超预期，单位租金稳步上涨，分红派息保持稳定 2025 年 4 月 30 日 经营业绩略超预期：2024 年公司实现营业收入 111.03 亿元（我们预测为 82 亿 元），实现归母净利润 10.97 亿元（我们预测为 9.5 亿元），略超预期。原因主 要为 2024 年园区销售业务实现营收 74.77 亿元（同比增长 100.97%），实现结 转面积 35.41 万平方米（同比增长 159.2%）。 单位租金稳步上涨：2024 年公司出租房地产的建筑面积约为 269.9 万平方米（同 比下降 13.9%）， ...

Group 1 - The "Shangjie" project, a collaboration between SAIC Motor Corporation and Huawei, focuses on electric vehicle production and battery supply, with an initial investment of approximately 6 billion RMB [2] - The project aims to increase the annual production capacity of the SAIC Lingang base to 280,000 vehicles and is expected to generate an additional 50 billion RMB in automotive industry output annually in the Lingang New Area [2] - The Lingang New Area is positioned as a significant hub for the automotive industry, with over 200 automotive-related enterprises, including more than 50 companies in automotive electronics [3] Group 2 - The Lingang New Area's intelligent new energy vehicle output value is projected to reach 281.6 billion RMB in 2024, marking it as the first industry in the area to surpass 200 billion RMB in output value [3] - The area has developed a comprehensive automotive electronics ecosystem that includes manufacturing, research and development, and testing across seven key sectors [3] - The successful establishment of the "Shangjie" project is expected to create a new influential model for new energy vehicles both in China and globally [3]

Core Insights - The "Shangjie" project, focusing on mainstream SUVs with pure electric and range-extended powertrains, is set to launch its first models by the end of 2026, covering multiple market segments [1][3] - The project has officially settled in the Lingang New Area, with production starting in May and the first vehicle expected to be launched in the fall [1][3] - The production line is designed for an annual capacity of nearly 250,000 vehicles, with plans for further capacity increases based on demand [3] Investment and Economic Impact - The initial investment for the "Shangjie" vehicle production project is approximately 6 billion yuan, aimed at attracting core suppliers to the Lingang area [3][5] - The annual output of the Lingang base will increase to 280,000 vehicles, potentially adding 50 billion yuan to the automotive industry chain in the Lingang New Area each year [4] - The automotive industry scale in Lingang is projected to grow from over 200 billion yuan to 300 billion yuan [4] Industry Development and Ecosystem - The introduction of "Shangjie" diversifies the automotive landscape in Lingang, which previously relied on Tesla and Zhiji, fostering a multi-polar development model [5] - Lingang has attracted over 200 automotive-related enterprises, including more than 50 in automotive electronics and over 20 in automotive software, creating a comprehensive automotive ecosystem [5] - Future plans include forming alliances in automotive software and electronics, enhancing the local industry's capabilities and innovation [5][6]

证券代码 600848 股票简称 上海临港 编号：2025-010 号 900928 临港 B 股 上海临港控股股份有限公司 关于高级管理人员变动的公告 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。 上海临港控股股份有限公司（以下简称"公司"）董事会于 2025 年 4 月 28 日收到公司副总裁阳家红先生提交的书面辞职报告，阳家红先生因工作调整，申 请辞去公司副总裁职务。阳家红先生递交的辞呈自送达公司董事会之日起生效。 阳家红先生在担任公司副总裁期间恪尽职守、勤勉尽责，为公司发展作出了重大 贡献，公司及公司董事会对阳家红先生在任职期间所做出的贡献表示衷心的感谢！ 特此公告。 上海临港控股股份有限公司董事会 2025 年 4 月 29 日 ...

| 证券代码：600848 | 股票简称：上海临港 | | | | 号 | | --- | --- | --- | --- | --- | --- | | | | 临港 | | | | | | | | | 股 | | | | | | | | 编号：2025-009 | | | | | B | | | | 900928 | | | | | | 上海临港控股股份有限公司 2025 年第一季度主要经营数据公告 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。 根据上海证券交易所《上海证券交易所上市公司自律监管指引第 3 号——行 业信息披露》要求，现将上海临港控股股份有限公司（以下简称"公司"）2025 年第一季度主要经营数据公告如下： 一、新增土地储备面积 2025 年 1-3 月，公司产业园区业务无新增土地储备。 二、新开工面积 2025 年 1-3 月，公司产业园区业务无新开工面积。 三、竣工面积 2025 年 1-3 月，公司产业园区业务竣工面积约 46.7 万平方米。 四、产业园区签约销售面积及合同金额 2025 年 1-3 ...

Financial Performance - The company's operating revenue for Q1 2025 was ¥1,580,915,545.06, a decrease of 17.13% compared to ¥1,889,059,668.79 in the same period last year[4] - Net profit attributable to shareholders was ¥172,013,191.35, down 16.45% from ¥203,923,367.34 year-on-year[4] - The net profit after deducting non-recurring gains and losses was ¥172,994,600.75, representing a decline of 29.23% compared to ¥244,430,598.63 in the previous year[4] - Basic and diluted earnings per share were both ¥0.07, a decrease of 12.50% from ¥0.08 in the same period last year[5] - Operating profit for Q1 2025 was CNY 385,916,865.46, down 21.9% from CNY 493,649,102.85 in Q1 2024[19] - Net profit for Q1 2025 was CNY 274,059,787.36, a decline of 21.4% from CNY 348,483,979.09 in Q1 2024[20] - The company recorded a total comprehensive loss of -60,024,039.47 CNY in the latest reporting period[30] Assets and Liabilities - Total assets at the end of the reporting period were ¥85,908,154,174.22, an increase of 0.06% from ¥83,389,187,655.52 at the end of the previous year[5] - Total assets as of March 31, 2025, amounted to CNY 85.91 billion, a slight increase from CNY 85.85 billion at the end of 2024[14] - Total liabilities as of the reporting date were CNY 51,758,921,425.94, slightly up from CNY 51,345,049,819.74 in the previous period[16] - The total liabilities as of March 31, 2025, were 26,623,351,159.17 RMB, slightly down from 26,670,767,461.38 RMB at the end of 2024[27][28] Cash Flow - The net cash flow from operating activities was -¥2,078,510,026.82, showing significant improvement compared to -¥3,811,670,815.06 in the same period last year[5] - Cash flow from operating activities for Q1 2025 was negative CNY 2,078,510,026.82, an improvement from negative CNY 4,126,199,565.16 in Q1 2024[22] - The cash outflow from operating activities in Q1 2025 was 670,072,663.48 CNY, compared to 3,037,421,966.70 CNY in Q1 2024, indicating a reduction in cash outflow[34] - The company's net cash flow from investment activities was -1,370,977,871.71 RMB, compared to -1,229,399,598.51 RMB in the previous period, indicating a decline in investment cash flow[23] - The cash inflow from financing activities was 3,559,230,393.83 RMB, while cash outflow was 1,164,399,234.78 RMB, resulting in a net cash flow of 2,394,831,159.05 RMB from financing activities[23] Operational Efficiency - The company is focusing on transforming from "heavy incremental development" to "strong stock operation services" to enhance operational efficiency and control costs[8] - Total operating costs for Q1 2025 were CNY 1,182,248,543.13, down 12.6% from CNY 1,352,097,928.87 in Q1 2024[19] - The company experienced a decrease in tax expenses, with Q1 2025 tax expenses at CNY 112,228,633.68, down from CNY 145,263,165.70 in Q1 2024[20] Investments and Financial Activities - The company's long-term equity investments increased to 26,678,091,482.77 RMB from 26,215,348,023.73 RMB, indicating growth in long-term investments[26] - The company received 678,969,302.71 CNY from investment recoveries in Q1 2025, marking a significant recovery compared to previous periods[34] - The company's cash flow from investment activities was positively impacted by 1,294,460,000.00 CNY received from other investment-related cash in Q1 2025[34] Strategic Direction - The company has no significant new product launches or technological developments mentioned in the report[12] - There are no updates on market expansion or mergers and acquisitions during the reporting period[12] - The company has not indicated any changes in its strategic direction or new strategies implemented[12]

中新网上海4月24日电 (记者 陈静)去年4月，上海电机学院联合国内30余所高校，30多家临港重点企业 及科研机构发起成立"高校服务临港新片区就业育人联盟"(下称：联盟)。记者24日获悉，今年，联盟扩 容，包括桂林理工大学等在内的8所市内外高校以及18家企业加入其中。据介绍，此次新加入联盟的成 员企业大多为临港地区该行业的链主企业，进一步拓展了联盟的影响力和覆盖面，促进了联盟间成员的 多样性，增加了联盟成员深入合作的可能性。 "高校服务临港新片区就业育人联盟"扩容。(上海电机学院供图) 临港新片区投资促进服务中心客户服务部主任郭延齐介绍了临港新片区"4+2+2"产业布局、发展方向和 产业政策。据介绍，2019年-2024年间，临港新片区累计签约前沿产业科技项目超570个，总投资超6200 亿元。在上海市重大先进制造业项目中，五分之二在临港新片区；上海市规上工业总产值增量中，超三 分之一在临港新片区；上海市在建的各类项目中，近五分之一在临港新片区。集成电路、生物医药、人 工智能、民用航空等前沿产业蓬勃发展，对高素质、专业化人才的需求与日俱增。 如何让人才培养更贴近产业需求？联盟的专项课题研究提供了破题思路。20 ...

近期，上海滴水湖市级旅游度假区正式授牌，临港新片区上新了"海陆空"全域旅游产品、环湖商业项目 以及文体融合新场景，以"年轻力"驱动，打造"国际风、未来感、海湖韵"的休闲旅游目的地。 同时，以赛事为引擎，深化聚势共赢，临港新片区正加速构建"文商体旅"协同发展的产业矩阵，整合上 海海昌海洋公园、耀雪冰雪世界、上海天文馆、中国航海博物馆等资源，推出多日旅游线路，实现游客 从"观赛一日"到"沉浸多日"的持续转化。未来，临港将持续放大赛事IP的裂变效应，打造文商体旅高质 量融合的"临港范式"。 赛事期间，园区以"体育+旅游"模式显著拉动区域消费：入园客流量同比增长20%，奥特曼主题酒店与 海洋度假酒店连续4日满房，以"赛事经济"为文旅产业提质增效。 4月17日-4月20日，2025中国美人鱼公开赛（上海海昌站）暨国际精英赛在上海海昌海洋公园震撼启 幕。本次赛事汇聚了全球近百位顶尖美人鱼运动员，来自中国、新加坡、印度尼西亚等2余个国家和地 区的选手同台竞技，以海洋为舞台、以人鱼为灵感，展现力与美的终极对决。 本次大赛由国家体育总局水上运动管理中心、中国滑水潜水摩托艇运动联合会、中国（上海）自由贸易 试验区临港新片区管理委 ...

房地产/房地产开发 -20% -10% 0% 10% 20% 30% 2024-04 2024-08 2024-12 上海临港 沪深300 数据来源：聚源 相关研究报告 《前三季度营收规模同比增长，园区 运营服务表现超预期—公司信息更新 报告》-2024.10.30 《销售收入显著增长，归母净利润有 所下滑 — 公 司 信 息 更 新 报 告 》 -2024.8.29 《业绩稳健增长，融资畅通成本优势 凸显—公司信息更新报告》-2024.4.15 上海临港（600848.SH） 全年营收规模大幅增长，园区运营服务表现超预期 2025 年 04 月 16 日 投资评级：买入（维持） | 日期 | 2025/4/15 | | --- | --- | | 当前股价(元) | 9.39 | | 一年最高最低(元) | 12.56/8.17 | | 总市值(亿元) | 236.86 | | 流通市值(亿元) | 224.79 | | 总股本(亿股) | 25.22 | | 流通股本(亿股) | 23.94 | | 近 3 个月换手率(%) | 26.61 | 股价走势图 ——公司信息更新报告 | 齐东（分析师） | 胡 ...