证券简称：城地香江 证券代码：603887 公告编号：2025-105 上海城地香江数据科技股份有限公司 关于办公地址变更的公告 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。 上海城地香江数据科技股份有限公司（以下简称"公司"）于近日搬迁至新办 公地址，现就公司办公地址的变更情况公告如下： | 变更事项 | 变更前 | | | | | 变更后 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 办公地址 | 上海市长宁区 | | | | | 上海市徐汇区 | | | | | | | | 临虹路 | 289 | 号 | A 座 | 7 层 | 1 | 云锦路 555 | 号 | 号楼 | 1701 | 室 | 除上述办公地址变更外，公司注册地址、公司网址、电子信箱、投资者联系 电话等其他联系方式均保持不变。 敬请广大投资者注意上述变更事项。 特此公告。 上海城地香江数据科技股份有限公司 董事会 2025 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券简称：城地香江 证券代码：603887 公告编号：2025-104 上海城地香江数据科技股份有限公司 关于前期已披露重要项目进展的公告 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： ● 合同变更的风险：本次签署的《芜湖珑腾智算互联网产业园一期机电工程项目结算协议书》（以下简 称"结算协议书"）与前期披露的《【芜湖珑腾智算互联网产业园一期】项目机电工程施工总承包框架合 同书》（以下简称"总包合同"）在项目承包范围等方面发生了变更，将对该项目的收益产生一定影响。 ● 应收账款回收风险：根据结算协议书，项目第一至第三期中，均存在未收回的款项，可能存在应收账 款无法收回的风险。 ● 本次签署的结算协议书系项目承包人香江系统工程有限公司（以下简称"系统工程"）与发包人芜湖世 纪珑腾数据服务有限公司（以下简称"世纪珑腾"）根据前期签订的总包合同的进展情况，就后续安排协 商一致后签订。如本结算协议书与总包合同存在任何冲突或不一致的，以本结算协议书内容为准。 ● 工程项目 ...

（文章来源：证券日报） 证券日报网讯 12月2日，城地香江在互动平台回答投资者提问时表示，公司主要参与运营商数据中心项 目，如中国移动扬州、中国电信仪征等。 ...

证券简称：城地香江 证券代码：603887 公告编号：2025-104 上海城地香江数据科技股份有限公司 关于前期已披露重要项目进展的公告 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： 上海城地香江数据科技股份有限公司（以下简称"公司"）前期已披露全资子 公司系统工程签署的总包合同，具体详见公司于 2024 年 11 月 26 日披露的《关 于子公司签订重大合同的公告》（公告编号：2024-163），现双方就该项目进展 及后续安排签订了结算协议书，公司就具体情况公告如下： 一、前期《总包合同》的主要内容 1、工程名称：芜湖珑腾智算互联网产业园一期（项目名称）数据中心机电 标段（以下简称"项目"、"本项目"或"该项目"） 2、发包人（甲方）：芜湖世纪珑腾数据服务有限公司 3、合同总价含税金额（暂定）：人民币 1,980,000,000.00 元（大写：壹拾玖 亿捌仟万元整）。 4、工程内容：图纸范围内机电工程施工。项目共三期，发包人根据其需求 情况分批向承包人下达各期订单，承包人获取订单后 4 个月内应完成当期 ...

证券代码：603887 证券简称：城地香江 公告编号：2025-103 上海城地香江数据科技股份有限公司 关于对外担保进展的公告 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股子公 | 464,301.36 | | 司对外担保总额（万元） | | | 对外担保总额占上市公司最近一期经 | 130.73% | | 审计净资产的比例（%） | | | 特别风险提示 | □对外担保总额（含本次）超过上市公司最近一期经 | | | 审计净资产 50% | | | ☑对外担保总额（含本次）超过上市公司最近一期 | | | 经审计净资产 100% | | | □对合并报表外单位担保总额（含本次）达到或超过 | | | 最近一期经审计净资产 30% | | | ☑本次对资产负债率超过 70%的单位提供担保 | 其他风险提示 不适用 一、担保情况概述 （一）担保的基本情况 近日，上海城地香江数据科技股份有限公司（以下简称"公司"）收到全资子 公司香江科技（集团）股份有限公司（保证人，以下简称"香江科技"）为全资子 公司香江系统工程有限公司（债务人，以 ...

Group 1 - The core viewpoint of the news is that Chengdi Xiangjiang's stock has experienced a decline, with a current price of 14.64 CNY per share and a total market capitalization of 8.814 billion CNY [1] - As of November 14, the stock has dropped 8.04% year-to-date, with a 4.56% decline over the last five trading days and an 18.71% drop over the last 60 days [1] - The company has seen significant net outflows of main funds amounting to 19.983 million CNY, with large orders showing a net sell of 26.25% [1] Group 2 - Chengdi Xiangjiang's main business involves geotechnical engineering services, including pile foundation and pit protection, as well as IDC-related equipment and solutions [1] - The company reported a revenue of 1.714 billion CNY for the first nine months of 2025, reflecting a year-on-year growth of 106.96%, and a net profit of 2.853 million CNY, up 102.97% [2] - The company has a total of 53,600 shareholders as of September 30, with a decrease of 20.31% from the previous period [2] Group 3 - Since its A-share listing, Chengdi Xiangjiang has distributed a total of 97.8008 million CNY in dividends, with no dividends paid in the last three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]

Investment Rating - The report maintains a "Positive" investment rating for the construction and engineering sector [9] Core Views - The construction sector exhibits characteristics such as low valuation, low institutional holdings, large market capitalization, and stable outlook for quality targets. The report identifies four key investment directions within the construction industry: 1) Companies with strong Q3 performance and short-term earnings certainty 2) High dividend yield stocks providing a safety cushion 3) Strong long-term growth potential 4) Large-cap stocks with low absolute valuations [5][6][7] Summary by Sections Valuation Metrics - As of the latest closing, the Jiangsu Construction Index has a PE ratio of 12.83, ranking 28th across all industries, with a 10-year percentile of 68.5%. The PB ratio stands at 0.84, ranking 31st, with a 10-year percentile of 16.22%. Notably, the construction sector and the banking sector are the only indices within the Jiangsu framework that are trading below book value [5][6] Institutional Holdings - The construction sector has historically low institutional holdings, which may reflect a weak outlook for the industry and a lack of attention from investors. This could lead to undervaluation of high-quality construction stocks [6] Market Capitalization - The construction sector has a limited number of listed companies, with eight major state-owned enterprises collectively valued at 941.19 billion, accounting for 47% of the Jiangsu Construction Index's market capitalization. These enterprises play a crucial role in stabilizing economic growth and are likely to be favored in a market shift towards undervalued sectors [6][7] Investment Directions - **Direction One**: Focus on companies with strong Q3 earnings, such as Sichuan Road and Bridge, China Chemical, and others, which show robust growth and sufficient order backlogs [7] - **Direction Two**: Invest in high dividend yield stocks like Jianghe Group (6.2%), Sichuan Road and Bridge (5.6%), and others, which provide a strong holding safety net [7] - **Direction Three**: Target companies with strong long-term growth potential, such as Honglu Steel Structure and others benefiting from semiconductor capital expenditure [7] - **Direction Four**: Invest in large-cap stocks with low absolute valuations, including eight major state-owned enterprises that are all trading below book value [7]

Group 1 - The core point of the announcement is that Shanghai Chengdi Xiangjiang Data Technology Co., Ltd. has reported a change in the equity stake of its controlling shareholder and actual controller, which has crossed the 5% threshold due to the repurchase and cancellation of restricted shares [2][3] - The company completed the repurchase and cancellation of 6,915,000 restricted shares on November 3, 2025, which resulted in the controlling shareholder, Mr. Xie Xiaodong, and his concerted actor, Ms. Lu Jingfang, increasing their shareholding from 14.86% to 15.04% [2] - This equity change does not significantly impact the company's governance structure or ongoing operations, and there will be no change in the controlling shareholder or actual controller [2]

上海城地香江数据科技股份有限公司 关于控股股东、实际控制人及其一致行动人权益变动 触及 5%刻度的提示性公告 证券代码：603887 证券简称：城地香江 公告编号：2025-102 3.一致行动人信息 | 一致行动人名称 | 投资者身份 | | 统一社会信用代码 | | --- | --- | --- | --- | | | 控股股东/实控人 □ | | | | 卢静芳 | ☑ 控股股东/实控人的一致行动 | □ | _____________ | | | 人 | ☑ | 不适用 | | | 其他直接持股股东 □ | | | 二、 权益变动触及 5%刻度的基本情况 上海城地香江数据科技股份有限公司（以下简称"公司"）于 2025 年 11 月 3 日完成了 6,915,000 股限制性股票的回购注销，详情可见《上海城地香江数据科 技股份有限公司 2023 年限制性股票激励计划部分限制性股票回购注销实施公告》 （公告号：2025-098）。前述股份变动导致控股股东、实际控制人谢晓东先生及 其一致行动人卢静芳女士持有公司股份比例被动由 14.86%变为 15.04%，权益变 动触及 5%的刻度线，具体情况如下： ...

Core Viewpoint - The company Chengdi Xiangjiang (603887.SH) announced an extension of the depreciation period for certain machinery and equipment from 10 years to 10-15 years starting from October 1, 2025, while maintaining a residual value rate of 0%-5% [1] Group 1 - The change in depreciation period is classified as an accounting estimate change and will be applied prospectively without retrospective adjustment [1]