证券代码：605598 证券简称：上海港湾 公告编号：2025-032 上海港湾基础建设（集团）股份有限公司 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： 当前公司静态市盈率、市净率明显高于同行业上市公司平均水平。截至 (www.csindex.com.cn)发布的数据，公司所属行业为"E 建筑业"门类下的 "E48 土木工程建筑业"，最新静态市盈率为 7.71 倍，公司最新静态市盈率为 下的"E48 土木工程建筑业"最新市净率为 0.61 倍，公司最新市净率为 4.38 倍。当前公司股票价格短期涨幅较大，可能存在非理性炒作，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。 三、热点概念情况说明 经自查，公司注意到相关平台将公司股票纳入"钙钛矿电池概念股"、"商 业航天概念股"。经公司核实，公司主业为地基处理、桩基工程等岩土工程相关 业务；根据经审计的 2024 年公司财务数据显示，钙钛矿太阳能电池业务及商业 航天业务占公司营收比例均不足 0.5%，规模较小，且均处于亏损状态。上述事 项对公司当前主 ...

Core Viewpoint - Shanghai Port Bay has gained significant market attention due to its involvement in "perovskite batteries" and "commercial aerospace" concepts, despite these areas contributing less than 0.5% to its 2024 revenue and being in a loss-making state [2][3] Group 1: Stock Performance and Market Reaction - On August 11, Shanghai Port Bay's stock closed at 32.25 yuan per share, achieving a market capitalization of 7.9 billion yuan, marking a three-day consecutive limit-up [2] - The company issued a clarification regarding its stock price volatility, indicating that its main business is geotechnical engineering, and the recent stock price surge may be due to irrational speculation [2] - The static P/E ratio and P/B ratio of Shanghai Port Bay are significantly higher than the industry average, with the latest figures at 85.26 times and 4.38 times, compared to the civil engineering industry's averages of 7.71 times and 0.61 times, respectively [2] Group 2: Business Developments and Innovations - In August 2023, Shanghai Port Bay established a subsidiary, Shanghai Fuxi Xinkong Technology Co., Ltd., focusing on lightweight, cost-effective, and efficient space energy systems for satellites and drones [3] - The perovskite materials used by the company exhibit superior characteristics, with theoretical efficiencies exceeding 30% for single-junction cells and over 40% for tandem cells, outperforming traditional silicon cells [3] - The subsidiary has successfully supported the launch of 15 satellites and has over 40 satellite power systems and solar sails operating stably in orbit, with rapid growth in its satellite power system business in the first half of the year [3] Group 3: Financial Performance - In the first quarter, Shanghai Port Bay reported a revenue of 372 million yuan, representing a year-on-year growth of 29.25%, and a net profit of 35.7 million yuan, up 18.59% year-on-year [3] - The company secured new orders worth 462 million yuan during the reporting period, indicating a robust performance in its traditional geotechnical engineering sector [3]

New Stock Issuance - Hongyuan Co., Ltd. (stock code: 920018) issued shares at a price of 9.17 on August 11, 2025[1] - China Shipbuilding Industry Corporation (stock code: 600150) has a cash acquisition request period from August 13 to August 15, 2025[1] - ST Kelly (stock code: 300326) has a tender offer period from July 17 to August 15, 2025[1] Rights and Announcements - China Heavy Industry (stock code: 601989) has a cash option declaration period starting August 13, 2025[1] - Fushun Special Steel (stock code: 600399) has a tender offer period from August 12 to September 10, 2025[1] - North Long Dragon (stock code: 301357) has an announcement link for further details[1] Market Volatility - Several stocks, including ST Xifa (stock code: 000752) and ST Aowei (stock code: 002231), are under observation for significant price fluctuations[1] - The report highlights abnormal fluctuations in stocks such as ST Songfa (stock code: 603268) and ST Yancheng (stock code: 603063)[2]

智通财经APP讯，上海港湾(605598.SH)发布风险提示公告称，经自查，公司注意到相关平台将公司股 票纳入"钙钛矿电池概念股"、"商业航天概念股"。经公司核实，公司主业为地基处理、桩基工程等岩土 工程相关业务;根据经审计的2024年公司财务数据显示，钙钛矿太阳能电池业务及商业航天业务占公司 营收比例均不足0.5%，规模较小，且均处于亏损状态。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。 ...

格隆汇8月11日丨上海港湾(605598.SH)公布股票交易风险提示公告，经自查，公司注意到相关平台将公 司股票纳入"钙钛矿电池概念股"、"商业航天概念股"。经公司核实，公司主业为地基处理、桩基工程等 岩土工程相关业务；根据经审计的2024年公司财务数据显示，钙钛矿太阳能电池业务及商业航天业务占 公司营收比例均不足0.5%，规模较小，且均处于亏损状态。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。 ...

今日聚焦 1、露笑科技：筹划发行H股股票并在香港联交所上市 露笑科技(002617.SZ)公告称，公司正在筹划境外发行股份(H股)并在香港联合交易所有限公司上市，以 推进全球化战略布局，打造国际化资本运作平台，提升国际品牌形象和综合竞争力。相关细节尚未确 定，待具体方案确定后，尚需提交公司董事会和股东大会审议，并经中国证券监督管理委员会备案和香 港联交所等监管机构审核。该事项具有较大不确定性，公司将及时履行信息披露义务。 2、山河智能：全资子公司收到保险赔付款 影响净利润金额1.26亿元 山河智能公告，公司全资子公司AVMAX曾与俄罗斯客户签订三份飞机租赁合同。自2022年2月地缘政 治冲突以来，航空业在制裁范围内。AVMAX根据相关政策，多次尝试召回上述租赁在俄罗斯的飞机。 尽管已持续进行交涉与回收操作，仍无法成功收回涉事飞机。近日，AVMAX与飞机保险承保人就赔付 方案达成一致意见，确认AVMAX可从保险承保商获得的保险理赔款为2900万美元，扣除律师费用等后 的保险赔付款净额为2296.51万美元。截至目前，AVMAX已全额收到2296.51万美元保险赔付款，按照8 月8日美元对人民币汇率中间价，折算人 ...

证券代码：605598 证券简称：上海港湾 公告编号：2025-032 上海港湾基础建设（集团）股份有限公司 股票交易风险提示公告 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： 上海港湾基础建设（集团）股份有限公司（以下简称"公司"、"上海 港湾"）股票于 2025 年 8 月 6 日、8 月 7 日、8 月 8 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 于股票交易异常波动情形。公司已于 2025 年 8 月 9 日在上海证券交易所网站 （www.sse.com.cn）披露《股票交易异常波动公告》（公告编号：2025-031）。 截至 2025 年 8 月 11 日，公司股票再次涨停，已连续三个交易日涨停； 鉴于公司近期股票涨幅较大，明显偏离上证指数增长幅度，可能存在非理性炒 作，后续存在下跌风险。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。 (www.csindex.com.cn)发布的数据，公司所属行业为"E 建筑业"门类下的 " ...

每经AI快讯，8月11日，上海港湾（605598）(605598.SH)发布股票交易风险提示公告称，经自查，公司 注意到相关平台将公司股票纳入"钙钛矿电池概念股"、"商业航天概念股"。经公司核实，公司主业为地 基处理、桩基工程等岩土工程相关业务；根据经审计的2024年公司财务数据显示，钙钛矿太阳能电池业 务及商业航天业务占公司营收比例均不足0.5%，规模较小，且均处于亏损状态。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。 ...

上海港湾公告，公司股票于2025年8月6日、8月7日、8月8日连续3个交易日收盘价格涨幅偏离值累计超 过20%，属于股票交易异常波动情形。经自查，公司注意到相关平台将公司股票纳入"钙钛矿电池概念 股"、"商业航天概念股"。经公司核实，公司主业为地基处理、桩基工程等岩土工程相关业务；根据经 审计的2024年公司财务数据显示，钙钛矿太阳能电池业务及商业航天业务占公司营收比例均不足 0.5%，规模较小，且均处于亏损状态。上述事项对公司当前主营业务的开展无实质影响。 ...

Market Overview - On August 11, the A-share market experienced a strong upward trend, with the ChiNext Index leading the gains, and both the Shanghai Composite Index and Shenzhen Component Index reaching new highs for the year [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.83 trillion yuan, an increase of 116.7 billion yuan compared to the previous trading day [1] - A total of 78 stocks hit the daily limit up, with 17 stocks achieving consecutive limit ups, and 28 stocks failed to hit the limit, resulting in a limit-up rate of 73% (excluding ST and delisted stocks) [1] Stock Performance - The market showed a healthy rotation of hotspots, with more stocks rising than falling; over 4,100 stocks increased in value, and more than 100 stocks rose over 9% [1] - Key sectors that performed well included PEEK materials, lithium mining, CPO, and PCB, while sectors such as banking, gold, film, and engineering machinery saw declines [1] Focus Stocks - Notable stocks included: - Changcheng Military Industry (601606) with 8 days of 6 limit ups, rising by 10% [6] - Beiwai Technology (002148) with 6 days of 5 limit ups, increasing by 10.04% [6] - Aerospace Science and Technology (000901) with 5 days of 4 limit ups, gaining 10.03% [6] - Zhongxin Fluorine Materials (002915) with 5 days of 4 limit ups, also rising by 10% [6] - The overall limit-up rate was 74%, with a performance increase of 3.81% for stocks that hit the limit the previous day [5]