Market Overview - On October 10, the real estate development sector rose by 0.55% compared to the previous trading day, with Jintou Chengkai leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Jintou Chengkai (600322) closed at 2.70, up 10.20% with a trading volume of 628,500 shares and a transaction value of 167 million [1] - Shen Zhen Yi A (000006) closed at 11.94, up 10.05% with a trading volume of 1,134,500 shares and a transaction value of 1.283 billion [1] - Hefei Urban Construction (002208) closed at 9.21, up 10.04% with a trading volume of 981,900 shares and a transaction value of 851 million [1] - Other notable gainers include ST Nanzhi (002305) up 5.08% and Buliankong Holdings (000036) up 4.55% [1] Capital Flow - The real estate development sector experienced a net outflow of 1.024 billion from institutional investors, while retail investors saw a net inflow of 1.243 billion [2] - The main stocks with significant capital inflow include Poly Development (600048) with a net inflow of 139 million, and Hefei Urban Construction (002208) with a net inflow of 11.8 million [3] - Conversely, Shoukai Co. (600376) saw a significant net outflow of 1.219 billion, down 8.72% [2]

Core Insights - The real estate development sector experienced a decline of 1.34% on October 9, with Shen Shen Fang A leading the drop [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Performance - Notable gainers in the real estate sector included: - Daming City (600094) with a closing price of 4.86, up 8.48% on a trading volume of 757,500 shares and a turnover of 368 million [1] - Hefei Urban Construction (002208) closed at 8.37, up 7.31% with a trading volume of 1,394,600 shares and a turnover of 1.173 billion [1] - Wolong New Energy (600173) closed at 9.45, up 5.94% with a trading volume of 897,200 shares and a turnover of 828 million [1] - Major decliners included: - Shen Shen Fang A (000029) with a closing price of 30.22, down 10.01% on a trading volume of 112,700 shares and a turnover of 348 million [2] - Zhangjiang Changke (600895) closed at 49.46, down 9.99% with a trading volume of 1,475,800 shares and a turnover of 741.5 million [2] - New Town Holdings (601155) closed at 15.32, down 5.72% with a trading volume of 357,200 shares and a turnover of 54.9 million [2] Capital Flow - The real estate development sector saw a net outflow of 882 million from institutional investors, while retail investors contributed a net inflow of 49.1 million [2] - Key stocks with significant capital flow included: - Wolong New Energy (600173) with a net inflow of 1.19 billion from institutional investors, but a net outflow of 1.05 billion from retail investors [3] - Wanfang Development (600246) had a net inflow of 89.19 million from institutional investors, but a net outflow of 75.61 million from retail investors [3] - Hefei Urban Construction (002208) saw a net inflow of 82.03 million from institutional investors, with a net outflow of 16.89 million from retail investors [3]

Core Points - Hefei Urban Construction Development Co., Ltd. has successfully acquired land use rights for two plots in Shushan District, Hefei, to increase land reserves [1][2] - The company held a board meeting on September 25, 2025, where it unanimously approved participation in the bidding for the land parcels [1] - The total expenditure for the land use rights amounts to RMB 42,372.92 million, funded through the company's own resources [1][2] Summary by Sections Plot SS202505 - Located in Shushan District, the area is 37.5209 acres with a total land use rights transfer amount of RMB 32,293.48 million [1] - The plot includes 19.839 acres designated for commercial financial use with a 40-year lease and a floor area ratio (FAR) of ≤4.0, costing RMB 7,538.82 million [1] - The residential portion covers 17.6819 acres with a 70-year lease and a FAR of ≤2.0, costing RMB 24,754.66 million [1] Plot SS202506 - This plot is located in Shushan District, covering an area of 7.0982 acres with a total land use rights transfer amount of RMB 10,079.44 million [2] - It is designated for residential use with a 70-year lease and a FAR of ≤2.2 [2]

2、合肥市蜀山区SS202506号地块 格隆汇10月8日丨合肥城建(002208.SZ)公布，公司于2025年9月30日参加了合肥市自然资源和规划局组 织的土地使用权出让活动，通过竞拍方式取得合肥市蜀山区SS202505号地块和合肥市蜀山区SS202506 号地块。具体情况如下： 1、合肥市蜀山区SS202505号地块 该地块位于合肥市蜀山区长江西路以南、西二环路以西，面积为37.5209亩，土地使用权出让总金额为 人民币32,293.48万元，由公司自筹资金解决。其中，商务金融用地19.839亩，出让年限40年，容积率 ≤4.0，土地使用权出让金额为人民币7,538.82万元；居住用地17.6819亩，出让年限70年，容积率≤2.0， 土地使用权出让金额为人民币24,754.66万元。具体内容以合肥市自然资源和规划局与公司签订的《国有 建设用地使用权出让合同》为准，公司将在上述合同签订后另行公告。 该地块位于合肥市蜀山区西二环路以西、天波路以南，面积为7.0982亩，出让年限70年，规划用途为居 住，容积率≤2.2，土地使用权出让总金额为人民币10,079.44万元，由公司自筹资金解决。具体内容以合 肥市自 ...

该地块位于合肥市蜀山区西二环路以西、天波路以南，面积为7.0982亩，出让年限70年，规划用途为居 住，容积率≤2.2，土地使用权出让总金额为人民币10,079.44万元，由公司自筹资金解决。具体内容以合 肥市自然资源和规划局与公司签订的《国有建设用地使用权出让合同》为准，公司将在上述合同签订后 另行公告。 1、合肥市蜀山区SS202505号地块 该地块位于合肥市蜀山区长江西路以南、西二环路以西，面积为37.5209亩，土地使用权出让总金额为 人民币32,293.48万元，由公司自筹资金解决。其中，商务金融用地19.839亩，出让年限40年，容积率 ≤4.0，土地使用权出让金额为人民币7,538.82万元；居住用地17.6819亩，出让年限70年，容积率≤2.0， 土地使用权出让金额为人民币24,754.66万元。具体内容以合肥市自然资源和规划局与公司签订的《国有 建设用地使用权出让合同》为准，公司将在上述合同签订后另行公告。 格隆汇10月8日丨合肥城建(002208.SZ)公布，公司于2025年9月30日参加了合肥市自然资源和规划局组 织的土地使用权出让活动，通过竞拍方式取得合肥市蜀山区SS202505号地 ...

根据上述决议，公司于 2025 年 9 月 30 日参加了合肥市自然资源和规划局组 织的土地使用权出让活动，通过竞拍方式取得合肥市蜀山区 SS202505 号地块和 合肥市蜀山区 SS202506 号地块。具体情况如下： 证券代码：002208 证券简称：合肥城建 公告编号：2025078 合肥城建发展股份有限公司 关于竞得土地使用权的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的虚 假记载、误导性陈述或者重大遗漏承担责任。 为了增加土地储备，合肥城建发展股份有限公司（以下简称"公司"）第八 届董事会第二十三次会议（以下简称"会议"）于 2025 年 9 月 25 日 9 时在公司 十四楼会议室召开。会议以 10 票同意，0 票反对，0 票弃权的表决结果审议并通 过了《关于参与合肥市蜀山区 SS202505 号地块竞买的议案》和《关于参与合肥 市蜀山区 SS202506 号地块竞买的议案》。 1、合肥市蜀山区 SS202505 号地块 该地块位于合肥市蜀山区长江西路以南、西二环路以西，面积为 37.5209 亩， 土地使用权出让总金额为人民币 32,293.48 万元，由公司自筹资金解 ...

Group 1 - The import value of automotive parts in August 2025 reached $2.05 billion, a year-on-year decrease of 17.9% and a month-on-month increase of 3.5% [2] - From January to August 2025, the total import value of automotive parts was $14.27 billion, reflecting a year-on-year decline of 22.1% [2] - Tesla upgraded the front-row airbag response logic to enhance safety by predicting accidents through the Tesla Vision system [2] Group 2 - Great Wall Motors is advancing its "Four Modernizations Strategy," with engineering R&D personnel reaching 23,000 [4] - The company aims to provide a reference model for healthy development in the automotive industry through its differentiated approach [4] - A new supercar model from Great Wall Motors is planned for release by the end of 2026 [4]

Core Insights - The real estate development sector saw a slight increase of 0.44% on September 26, with Hefei Urban Construction leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Hefei Urban Construction (002208) closed at 7.77, up 10.06% with a trading volume of 516,100 shares and a transaction value of 396 million yuan [1] - Other notable gainers included: - Shanghai Shimao (600748) at 4.95, up 10.00% [1] - Shibei High-tech (600604) at 6.11, up 4.80% [1] - Conversely, significant decliners included: - Hualian Holdings (000036) at 4.43, down 9.96% [2] - Dalong Real Estate (600159) at 3.06, down 7.27% [2] Capital Flow - The real estate development sector experienced a net outflow of 413 million yuan from institutional investors, while retail investors saw a net inflow of 585 million yuan [2][3] - Key stocks with notable capital flows included: - Poly Development (600048) with a net inflow of 191 million yuan from institutional investors [3] - Hefei Urban Construction (002208) with a net inflow of 156 million yuan from institutional investors [3]

格隆汇9月26日丨合肥城建(002208.SZ)在投资者互动平台表示，公司未间接持有蚂蚁金服股权。 ...

Market Overview - The Shanghai Composite Index closed at 3828.11 points, with a decline of 0.65%, and the total trading volume of A-shares reached 216.61 billion yuan [1] Stocks Breaking the Annual Line - A total of 52 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates including: - Yicheng New Energy (300080) with a deviation rate of 15.23% and a daily increase of 20.10% [1] - Hefei Urban Construction (002208) with a deviation rate of 8.99% and a daily increase of 10.06% [1] - Jinshi Resources (603505) with a deviation rate of 6.37% and a daily increase of 6.81% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the annual line include: - Chongqing Port, Tiandi Source, and Jialiqi, which have just recently reached the annual line [1] Summary of Key Stocks - The following table summarizes key stocks that have broken the annual line with their respective performance metrics: | Stock Code | Stock Name | Daily Change (%) | Turnover Rate (%) | Annual Line (yuan) | Latest Price (yuan) | Deviation Rate (%) | |------------|------------------|------------------|--------------------|---------------------|---------------------|---------------------| | 300080 | Yicheng New Energy| 20.10 | 1.75 | 4.25 | 4.90 | 15.23 | | 002208 | Hefei Urban Construction| 10.06 | 6.43 | 7.13 | 7.77 | 8.99 | | 603505 | Jinshi Resources | 6.81 | 5.28 | 17.10 | 18.19 | 6.37 | | ... | ... | ... | ... | ... | ... | ... | [1]