Core Viewpoint - Shanghai Port Bay (605598.SH) has clarified that its main business remains unchanged despite being categorized by some platforms as part of the "commercial aerospace concept stock" and "perovskite battery concept stock" [1] Financial Performance - As of the audited financial data for 2024, the revenue contribution from commercial aerospace and perovskite solar businesses is less than 1%, indicating a small scale and no profitability [1] Business Impact - The categorization of the company’s stock does not have a substantial impact on its current main business operations, which focus on ground treatment and pile foundation engineering [1]

Core Viewpoint - Shanghai Port Bay (605598) announced on October 14 that its stock was included in "commercial aerospace concept stocks" and "perovskite battery concept stocks," despite its main business remaining focused on geotechnical engineering, including ground treatment and pile foundation projects [1] Financial Performance - As of the audited financial data for 2024, the revenue contribution from commercial aerospace and perovskite solar businesses is less than 1%, indicating a small scale and no profitability [1] Insider Trading - During the period of unusual stock trading fluctuations on October 14, the company's board members, including Vice General Manager Lan Ruixue, Director Liu Yu, and Secretary Wang Yiqian, sold 30,000 shares, 29,000 shares, and 31,500 shares of the company's stock, respectively, according to their reduction plans [1]

Core Viewpoint - Shanghai Port Bay (605598) announced on October 14 that its stock was included in "commercial aerospace concept stocks" and "perovskite battery concept stocks" by some platforms, despite the company's main business remaining unchanged as geotechnical engineering related to foundation treatment and pile foundation projects [1] Financial Performance - As of the audited financial data for 2024, the revenue contribution from commercial aerospace and perovskite solar businesses is less than 1%, indicating a small scale and no profitability [1] Insider Trading - During the period of unusual stock trading fluctuations on October 14, the company's director and deputy general manager, Lan Ruixue, along with director Liu Yu and board secretary Wang Yiqian, reduced their holdings by 30,000 shares, 29,000 shares, and 31,500 shares respectively according to their reduction plans [1]

Core Viewpoint - Shanghai Port Bay (605598.SH) announced that its stock experienced unusual trading fluctuations, attributed to its classification as a "commercial aerospace concept stock" and "perovskite battery concept stock" by certain platforms, despite its main business remaining unchanged [1] Company Summary - The company's primary operations focus on ground treatment and pile foundation engineering related to geotechnical engineering [1] - As of the audited financial data for 2024, the revenue contribution from commercial aerospace and perovskite solar businesses is less than 1%, indicating a small scale and lack of profitability [1] - The recent classification of the company’s stock does not have a substantial impact on its current main business operations [1] Insider Trading Summary - During the period of unusual stock trading fluctuations on October 14, 2025, the company's vice president and board member, Lan Ruixue, sold 30,000 shares according to a reduction plan [1] - Board member Liu Yu sold 29,000 shares on the same date under a reduction plan [1] - Company secretary Wang Yiqian sold 31,500 shares on October 14, 2025, also in accordance with a reduction plan [1]

证券代码：605598 证券简称：上海港湾 公告编号：2025-046 上海港湾基础建设（集团）股份有限公司 股票交易异常波动公告 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。 二级市场交易风险：截至 2025 年 10 月 14 日，公司市盈率为 77.51，行 业市盈率为 7.79，公司市盈率高于行业水平；公司市净率为 3.90，行业市净率 为 0.62。敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 公司主营业务为地基处理、桩基工程等岩土工程相关业务，截至目前， 公司主营业务未发生改变。根据经审计的 2024 年公司财务数据显示，商业航 天业务和钙钛矿太阳能业务占公司营收比例不足 1%，规模较小，且尚未盈利。 上述事项对公司当前主营业务的开展无实质影响，请广大投资者审慎决策、理 性投资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 10 月 10 日、10 月 13 日、10 月 14 日连续 3 个交易日收 盘价格涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规 定，属于股票 ...

Core Viewpoint - Shanghai Port Bay (605598.SH) announced unusual stock trading fluctuations, clarifying that its main business remains unchanged despite being categorized under "commercial aerospace concept stocks" and "perovskite battery concept stocks" by some platforms [1] Business Overview - The company's primary operations focus on ground treatment and pile foundation engineering related to geotechnical engineering [1] - As of the audited financial data for 2024, the revenue contribution from commercial aerospace and perovskite solar businesses is less than 1%, indicating a small scale and lack of profitability [1] Impact on Operations - The categorization of the company’s stock under new concepts does not have a substantial impact on its current main business operations [1] Insider Trading Activity - During the period of unusual stock trading fluctuations on October 14, 2025, several board members executed share reductions: - Vice President Lan Ruixue sold 30,000 shares - Director Liu Yu sold 29,000 shares - Secretary of the Board Wang Yiqian sold 31,500 shares [1]

Core Viewpoint - Shanghai Port Bay has experienced a significant increase in stock price, rising by 6.51% with a trading volume of 707 million yuan and a market capitalization of 7.638 billion yuan [1] Group 1: Company Overview - Shanghai Port Bay Infrastructure (Group) Co., Ltd. is based in Shanghai and was established on January 28, 2000, with its listing date on September 17, 2021. The company specializes in foundation treatment and pile foundation engineering, with main business revenue composition being 64.93% from foundation treatment, 19.49% from pile foundation engineering, and 15.58% from other services [8] - As of June 30, 2025, the company reported a revenue of 816 million yuan, representing a year-on-year growth of 29.34%, while the net profit attributable to shareholders decreased by 9.35% to 66.91 million yuan [8] Group 2: Business Strategy and Market Position - The company has implemented its "going out" strategy, actively participating in soil improvement and foundation treatment projects in countries along the Belt and Road Initiative, completing over 20 related projects [2] - The company focuses on the flexible perovskite solar cell segment, achieving a certification efficiency of 18.06% for 30×30 cm modules, placing it in the leading tier of the industry [3] - The company’s perovskite solar cells have been tested in multiple satellites, demonstrating their stability and efficiency in space, with a theoretical lifespan of 20 years, which aligns with the operational lifespan of satellites [3] Group 3: Financial Performance and Shareholder Information - The company’s overseas revenue accounted for 83.01% of total revenue, benefiting from the depreciation of the yuan [4] - Since its A-share listing, the company has distributed a total of 1.02 billion yuan in dividends, with 95.92 million yuan distributed over the past three years [9] - As of June 30, 2025, the top ten circulating shareholders included notable funds, with significant increases in holdings from several institutional investors [9]

Core Insights - The professional engineering sector saw a slight increase of 0.3% on October 13, with Shanghai Port leading the gains [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Notable gainers in the professional engineering sector included: - Yibanshi (605598) with a closing price of 29.32, up 10.02% on a trading volume of 126,200 shares and a turnover of 361 million yuan [1] - Baili Technology (6565609) closed at 6.72, up 2.60% with a trading volume of 361,800 shares and a turnover of 239 million yuan [1] - Zhitexin Materials (300986) closed at 11.72, up 2.00% with a trading volume of 128,600 shares and a turnover of 148 million yuan [1] - Conversely, some stocks experienced declines: - Shenghui Integration (603163) closed at 43.40, down 4.41% with a trading volume of 21,300 shares and a turnover of approximately 92.48 million yuan [2] - Suante Co. (603098) closed at 14.00, down 3.45% with a trading volume of 84,300 shares and a turnover of approximately 118 million yuan [2] - Jinggong Steel Structure (600496) closed at 3.70, down 3.14% with a trading volume of 384,500 shares and a turnover of approximately 142 million yuan [2] Capital Flow - The professional engineering sector experienced a net inflow of 138 million yuan from institutional investors, while retail investors saw a net inflow of approximately 58.33 million yuan [2][3] - Notable net inflows from institutional investors included: - China Metallurgical Group (601618) with a net inflow of approximately 22.3 million yuan [3] - Shanghai Port (605598) with a net inflow of approximately 71.08 million yuan [3] - Conversely, some stocks faced net outflows from retail investors, such as: - North International (000065) with a net outflow of approximately 13.68 million yuan [3] - Southeast Network Frame (002135) with a net outflow of approximately 6.22 million yuan [3]

Group 1 - The company has completed the cancellation of its fundraising special account due to the completion of all fundraising projects, aiming to improve the efficiency of the remaining funds [4] - The total amount raised by the company through its initial public offering was 599.09 million yuan, with a net amount of 519.77 million yuan after deducting various issuance costs [2] - The company has established a fundraising management system to ensure the proper use and management of the raised funds, in compliance with relevant laws and regulations [3] Group 2 - The remaining funds of 3.48 million yuan, including net income from financial management and interest, have been transferred to the company's own funds account for permanent working capital [4] - The company has signed a tripartite supervision agreement with the bank and the sponsor regarding the management of the fundraising special account, ensuring compliance with regulatory requirements [3]

一、募集资金基本情况 证券代码：605598 证券简称：上海港湾 公告编号：2025-045 上海港湾基础建设（集团）股份有限公司 关于募集资金专户注销完成的公告 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。 | 公司 | 中国进出口银行上海分行 | 10000006933 | 已注销 | | --- | --- | --- | --- | | 公司 | 中信银行上海虹桥支行 | 8110201014001447058 | 已注销 | | 公司 | 招商银行上海南西支行 | 121921266410808 | 本次注销 | | 上海龙湾国际贸易 有限公司 | 上海银行福民支行 | 03004801217 | 本次注销 | | 上海龙湾国际贸易 | 中信银行上海虹桥支行 | 8110201013801516017 | 已注销 | | 有限公司 | | | | | 上海隆湾国际贸易 | 上海银行福民支行 | 03005013312 | 本次注销 | | 有限公司 | | | | | 上海隆湾国际贸易 | 中信银行上海虹桥支行 | ...