1月30日，新城市大宗交易成交160万股，成交额1992万元，占当日总成交额的16.61%，成交价12.45 元，较市场收盘价14.03元折价11.26%。 | 权益类证券大宗交易(协议交易) | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 买方营业部 (万元) | 卖方营业部 | | 2026-01-30 | 300778 | 新城市 | 12.45 | 160.00 | 1,992.00 申万宏源证券有限 | 华西证券股份有限 | | | | | | | 公司北京丽泽路证 劳营业部 | 公司重庆分公司 | ...

浦东五环规划图。 水，是城市文明的起源，亦是现代都市活力的源泉。上海市浦东新区推进的"五环"水脉建设，突破传统水利工程局限，构建起融合生态、经济、文化、社会 与科技的滨水空间综合治理模式，为超大城市高质量发展探索可复制、可推广的新路径。 从"城市治水"到"水治城市"的跃迁 作为国家战略核心承载区和社会主义现代化建设引领区，浦东新区在上海市"一江一河"滨水岸线贯通成效的基础上，聚焦滨水空间价值深度重塑。 数据显示，浦东新区拥有河湖14769条段，水面率达11.47%，为滨水治理提供了优越的自然本底。但过去滨水区被老旧小区、厂区"切割"，形成"堵点""断 带"，潜在价值未能充分释放。 为此，浦东新区提出从"城市治水"到"水治城市"的治理跃迁，治水成为激活城市发展的战略支点。"五环"水脉主动对接市级及浦东新区国土空间等上位规 划，推动城市空间从单一功能向复合多元转变，实现"水、城、人"深度融合。 张江水环（创新策源环）是海派创新文化灵感表达。以"生态赋能科创"为魂，规划融合人工智能等前沿科技的"产业+城市"项目，凭借优质滨水生态吸引全 球人才，融合"科创奋斗精神"与"滨水漫生活"，以公共艺术与科技融合为标杆，彰显海 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-26 | 300778 | 新城市 | 12.40 | 40.00 | 496.00 | 广发证券股份有限 | 华西证券股份有限 | | | | | | | | 公司晋江崇德路证 | 公司重庆分公司 | | | | | | | | 券营业部 | | 1月26日，新城市大宗交易成交40万股，成交额496万元，占当日总成交额的5.84%，成交价12.4元，较市场收盘价13.95元折 价11.11%。 ...

Core Insights - The year 2025 marks a significant milestone for various provinces and cities in China, with many achieving critical GDP breakthroughs as part of the "14th Five-Year Plan" [1] Group 1: Expansion of the Trillion GDP Club - The Trillion GDP Club has expanded with Wenzhou and Dalian officially joining, with GDPs of 10,213.9 million and 10,002.1 million respectively [3][4] - Wenzhou's entry signifies that Zhejiang now has three trillion GDP cities, enhancing regional development and coordination [4] - Dalian's inclusion fills a gap in the Northeast region, making it the last area to have a trillion GDP city, with potential for further growth as Shenyang approaches the milestone [4][5] Group 2: Overall Economic Performance - The total number of trillion GDP cities in China has reached 29, with Beijing and Shanghai leading at over 50 trillion and 56 trillion respectively [7] - Cities like Shenzhen, Chongqing, and Guangzhou are also significant, with Shenzhen expected to surpass 40 trillion in 2025 [7] - The GDP of cities in the 20 trillion range includes Suzhou, Chengdu, Hangzhou, and Wuhan, with Nanjing's potential to join this group being a key focus [7][8] Group 3: Provincial Economic Growth - Shandong has announced a GDP of 103,197 million for 2025, becoming the third province to exceed 10 trillion [10] - Other provinces like Guangdong and Jiangsu are also on track to achieve significant GDP milestones, with Zhejiang expected to reach 94,545 million [10] - The economic growth rates of major provinces and cities are generally above the national average of 5%, indicating strong performance [11]

Core Viewpoint - The stock price of New City has shown a positive trend in recent trading sessions, with a notable increase in both short-term and long-term performance metrics, despite a decline in revenue and a negative net profit for the recent period [2]. Group 1: Stock Performance - As of January 22, New City's stock price increased by 2.58%, reaching 14.30 CNY per share, with a trading volume of 18.32 million CNY and a turnover rate of 0.64% [1]. - Year-to-date, the stock price has risen by 3.03%, with a 5.07% increase over the last five trading days, a 15.04% increase over the last 20 days, and a 6.48% increase over the last 60 days [2]. Group 2: Company Overview - New City, officially known as Shenzhen New City Planning and Architectural Design Co., Ltd., was established on March 22, 1993, and went public on May 10, 2019. The company is located in Longgang District, Shenzhen, Guangdong Province [2]. - The company's main business activities include urban planning, engineering design, and engineering consulting services, with professional technical services accounting for 91.85% of its revenue and rental property services contributing 8.15% [2]. Group 3: Financial Performance - For the period from January to September 2025, New City reported an operating revenue of 106 million CNY, representing a year-on-year decrease of 36.52%. The net profit attributable to shareholders was -19.72 million CNY, which is an increase of 85.06% compared to the previous year [2]. - As of September 30, the number of shareholders increased to 17,900, up by 18.19%, while the average number of circulating shares per person decreased by 15.39% to 11,402 shares [2]. Group 4: Dividend Information - Since its A-share listing, New City has distributed a total of 149 million CNY in dividends, with 44.46 million CNY distributed over the past three years [3].

Group 1 - The engineering consulting services sector experienced a decline of 0.99% on January 20, with Huatuo Shanding leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Notable gainers in the engineering consulting services sector included New City, which rose by 5.42% to a closing price of 14.58, and Suzhou Planning, which increased by 5.20% to 25.49 [1] Group 2 - The engineering consulting services sector saw a net outflow of 105 million yuan from institutional investors, while retail investors experienced a net outflow of 9.5457 million yuan [2] - The sector's stocks showed varied performance in terms of capital flow, with Taiji Industrial receiving a net inflow of 78.18 million yuan from institutional investors [3] - The overall trading volume for the sector was significant, with New City recording a trading volume of 134,000 shares and a transaction value of 191 million yuan [1]

Core Viewpoint - The company has received an arbitration ruling requiring its subsidiaries to pay damages of RMB 23.3398 million and arbitration costs of RMB 292,000 due to a breach of contract related to a development cooperation agreement [1] Group 1: Arbitration Details - The arbitration was issued by the Huizhou Arbitration Commission on January 16, 2026 [1] - The ruling involves the company's subsidiaries, including Fudi International Holdings Limited, Luoyang Wanheng Real Estate Co., Ltd., and Kayuan Enterprise Investment Co. Limited, as respondents [1] - The applicant, Guangdong Changna Investment Development Co., Ltd., is an independent third party [1] Group 2: Contractual Context - The breach of contract pertains to a development cooperation agreement established on August 10, 2023, regarding the leasing arrangements for the Guangzhou Changliu Industrial Park, which is owned by the group [1] - The company is currently seeking legal advice regarding the arbitration ruling [1] Group 3: Impact Assessment - The company believes that the arbitration ruling will not have a significant adverse impact on its overall business operations [1] - Further actions will be communicated in accordance with listing rules as the company evaluates its next steps [1]

Core Viewpoint - The company has received an arbitration ruling requiring it to pay damages of RMB 23.3398 million and arbitration costs of RMB 292,000 due to a breach of contract related to a development cooperation agreement [1] Group 1: Arbitration Details - The arbitration ruling was issued by the Huizhou Arbitration Commission on January 16, 2026 [1] - The company’s subsidiaries, including Fudi International Holdings Limited, Luoyang Wanheng Real Estate Co., Ltd., and Kayuan Enterprise Investment Co. Limited, were the respondents in the arbitration [1] - The ruling involves a development cooperation contract established on August 10, 2023, concerning the leasing arrangements for the Guangzhou Changliu Industrial Park, which is owned by the group [1] Group 2: Financial Implications - The total amount to be paid by the company includes RMB 23.3398 million in damages and RMB 292,000 in arbitration fees [1] - The company is seeking legal advice regarding the arbitration ruling [1] - The company believes that the ruling will not have a significant adverse impact on its overall business operations [1]

Core Viewpoint - New City Construction Development (00456.HK) has received a letter regarding the appointment of joint and several receivers and managers for 86,485,742 shares, representing approximately 46.35% of the company's issued shares as of the announcement date [1] Group 1 - The receivers, Ma Demin and Li Yinglin, were appointed on January 8, 2026, to manage the pledged securities [1] - The receivers have the authority to exercise all powers under the security agreement, including the rights to take control of the pledged securities, register them in their name, appoint nominees, collect dividends, and sell the pledged securities [1] - There is currently no information on how the receivers will handle the pledged securities during enforcement, which may lead to a change in the company's control [1]

Core Viewpoint - The implementation of 24-hour smart labor union stations using digital technology addresses the needs of outdoor workers, enhancing urban development by providing timely support and services [1] Group 1: Service Innovation - The city aims to transform service delivery from "government providing services" to "citizens requesting services," ensuring a more precise alignment with diverse community needs [1] - A closed-loop mechanism is established for key demographics, such as the elderly and new employment groups, to convert their urgent needs into a service innovation list [2] Group 2: Digital Infrastructure - There is a push for increased investment in digital infrastructure to connect various city systems and departments, breaking down barriers and data silos [2] - The goal is to create "smart+" service scenarios that utilize public service data to identify service gaps and dynamically allocate resources [2] Group 3: Sustainable Service Development - The focus is on transitioning service innovations from pilot projects to regular services, ensuring that benefits for citizens are consistently realized [2] - A mechanism for promoting service innovations is to be established, allowing for the replication and expansion of successful service projects to benefit a larger number of workers [2]