登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600284 证券简称：浦东建设 公告编号：临2026-003 上海浦东建设股份有限公司 关于2025年第四季度 主要经营数据情况的公告 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。 根据上海证券交易所发布的《上市公司行业信息披露指引第八号一建筑》规定，现将上海浦东建设股份 有限公司（以下简称公司）2025年第四季度主要经营数据（未经审计）公告如下： （一）建筑业 2025年第四季度，公司新签工程施工项目数量总计为89个，新签项目金额为人民币368,377.89万元，新 签项目数量较上年同期增加64.81%，新签项目金额较上年同期增加39.45%。 2025年全年，公司累计新签工程施工项目数量总计为241个，累计新签项目金额为人民币1,376,866.01万 元，累计新签项目数量较上年同期增加33.89%，累计新签项目金额较上年同期减少22.72%。 按业务类型细分，具体情况如下： ■ （二）服务业 2025年第四季度，公司新签勘察设计咨询项目数量总计为177个，新 ...

格隆汇1月15日丨浦东建设(600284.SH)公布，公司和下属全资子公司上海浦兴投资发展有限公司(以下 简称浦兴投资)、上海浦东路桥(集团)有限公司(以下简称浦东路桥)拟将所持有的上海浦兴创智企业管理 有限公司(以下简称浦兴创智或项目公司)100%股权及债权(以下简称标的资产)通过公开挂牌转让方式进 行出售，并开展资产证券化事项(类REITs)。浦东建设作为发起机构通过适格的信托公司(以下简称受托 机构或受托人)设立资产支持票据信托(以下简称信托，信托的名称以最终发行时确定的名称为准)，受托 人将代表信托参与标的资产的摘牌。若最终确定为摘牌方，受托人将以信托募集资金支付标的资产对 价，并代表信托持有标的资产。标的资产挂牌价格将按照不低于审计、评估结果的原则确定，最终出售 价格以实际成交价格为准。 ...

格隆汇1月15日丨浦东建设(600284.SH)公布，公司和下属全资子公司上海浦兴投资发展有限公司(以下 简称浦兴投资)、上海浦东路桥(集团)有限公司(以下简称浦东路桥)拟将所持有的上海浦兴创智企业管理 有限公司(以下简称浦兴创智或项目公司)100%股权及债权(以下简称标的资产)通过公开挂牌转让方式进 行出售，并开展资产证券化事项(类REITs)。浦东建设作为发起机构通过适格的信托公司(以下简称受托 机构或受托人)设立资产支持票据信托(以下简称信托，信托的名称以最终发行时确定的名称为准)，受托 人将代表信托参与标的资产的摘牌。若最终确定为摘牌方，受托人将以信托募集资金支付标的资产对 价，并代表信托持有标的资产。标的资产挂牌价格将按照不低于审计、评估结果的原则确定，最终出售 价格以实际成交价格为准。 ...

证券代码：600089 证券简称：特变电工 公告编号：临2025-090 特变电工股份有限公司 关于首期资产支持专项计划（类REITs）设立的公告 截至本公告披露之日，"特变电工-特变新能源基础设施投资绿色碳中和1期资产支持专项计划"（以下简 称"本次专项计划"）的优先级资产支持证券和次级资产支持证券已得到全额认购。经天健会计师事务所 （特殊普通合伙）验资（《验证报告》（天健验[2025]7-77号）），本次专项计划实际收到的认购金额 为人民币133,700.00万元，已经达到约定的专项计划募集资金规模，本次专项计划于2025年12月26日正 式设立。基本情况如下： ■ 特此公告。 特变电工股份有限公司董事会 2025年12月27日 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。 2025年10月16日，公司2025年第十次临时董事会会议审议通过了《公司储架发行30亿元类REITs的议 案》《公司发行首期并表类REITs的议案》。该事项已获得上海证券交易所《关于对特变电工-电力能源 基础设施投资1-5期资产支持专项计划资产支持 ...

Core Viewpoint - The issuance of the CITIC Jiantou-Yuhang Guotou commercial property asset-backed special plan marks a significant milestone as the first REITs of its kind for both a county-level state-owned enterprise in Zhejiang Province and for a state-owned enterprise in Hangzhou, achieving a "from 0 to 1" breakthrough [1] Group 1: Project Details - The project was issued on the Shanghai Stock Exchange with a total scale of 213 million yuan [1] - The expected yield for the priority securities is 2.26%, with a term of approximately 18 years [1] - The project has attracted significant attention from a diverse range of investors, setting a new low for the coupon rate of commercial property REITs in Zhejiang Province [1] Group 2: Involved Entities - The credit enhancement institution for the project is the Hangzhou Yuhang State Capital Investment and Operation Group Co., Ltd. (referred to as "Yuhang Guotou Group") [1] - The underlying assets for the securities are mature commercial properties held by Yuhang Guotou Group [1]

Core Insights - The ABS market saw a total of 1,777 new issuance projects in the first three quarters of 2025, with an issuance scale of 16,336 billion yuan, representing a 17% increase compared to the same period last year [1] - Financial institutions are focusing on product structure innovation and expanding underlying assets to adapt to the improving market conditions [1] - The company, Caitong Asset Management, issued 52 ABS products totaling over 40 billion yuan in the first three quarters, marking a 38% year-on-year increase, ranking 8th in the industry [1] ABS Market Performance - The issuance scale of consumer finance ABS led the market with a total of 2,515 billion yuan, reflecting a 31% year-on-year growth [1] - Caitong Asset Management has developed a multi-tiered consumer finance product system, issuing 23 inclusive micro ABS products totaling approximately 18 billion yuan [1] Innovation in Financial Products - Caitong Asset Management is actively exploring innovative financial tools to support technology enterprises, issuing projects exceeding 10 billion yuan in the first three quarters [2] - The company launched the first national ABS product containing data intellectual property, supporting specialized and innovative enterprises [2] Support for Industry Upgrades - Caitong Asset Management issued four "Two New" labeled projects totaling over 4 billion yuan, promoting the second-hand car industry's upgrade [2] - The company has issued four themed projects related to the Yangtze River Economic Belt, totaling over 3 billion yuan, enhancing local enterprise financing structures [3] Cumulative Issuance and Future Strategy - Since its establishment, Caitong Asset Management has cumulatively issued 225 ABS products with a total scale of approximately 180 billion yuan [3] - The company aims to leverage its parent company’s comprehensive financial service platform to drive financial resources towards the real economy through ABS and REITs [3]

Group 1 - China Henan International Group announced the absorption and merger of Henan Resources Group, with the former retaining its legal status and continuing operations, while the latter will be dissolved [1] - Upon completion of the merger, China Henan International Group will be managed as a key state-owned enterprise and will become the only foreign economic enterprise under the provincial government [1] Group 2 - The China Interbank Market Dealers Association has optimized the evaluation standards for lead underwriters to enhance support for technology innovation bonds and private enterprise bonds, aligning with national policies for high-quality development [2] - In the first eight months of 2025, a total of 38,874 billion yuan of new local government bonds were issued, including 6,208 billion yuan of general bonds and 32,666 billion yuan of special bonds [5] - Shanghai has introduced measures to promote the high-quality development of offshore bonds, clarifying the issuing and investing entities and the use of raised funds [7] Group 3 - Sichuan Province aims to support qualified industrial chain enterprises by including them in the scope of green finance and carbon neutrality bonds [9] - Shaanxi Province has postponed the issuance of two special bonds originally scheduled for September 30 due to operational needs [10] - Henan Railway Construction Investment Group successfully issued 30 billion yuan of corporate bonds with an interest rate of 2.18% [11] Group 4 - Zhengzhou Airport Hub Construction Company has received approval for its first bond issuance of 16 billion yuan, with a credit rating of AA+ [13] - Xinxiang State-owned Capital Operation Group has been approved to issue 20 billion yuan of corporate bonds, also rated AAA [15] - The market is seeing various bond issuances, including a 10 billion yuan short-term corporate bond by Shangqiu Railway Investment Company and a 100 billion yuan corporate bond by China International Capital Corporation [16][17] Group 5 - Hubei Energy plans to invest 26.7 billion yuan in clean energy and integrated energy projects in Xiangyang during the 14th Five-Year Plan period [22] - The chairman of Gansu Urban-Rural Development Investment Group is under investigation for serious violations of discipline and law [23] - Qingzhou City Investment has been reported for defaulting on debts totaling approximately 19.67 million yuan [24] Group 6 - The bond market is expected to experience a stable phase in the fourth quarter, with no significant new policies anticipated [26] - The market is likely to enter a platform period, with some bonds potentially seeing a phase of recovery [26]

Group 1 - The company held its 27th meeting of the 7th Board of Directors on September 12, 2025, with all 7 directors present, and the meeting was chaired by the Chairwoman Feng Junjie [2] - The Board approved a proposal to continue issuing REITs products based on the assets of Liangcun Thermal Power, with a vote of 7 in favor, 0 against, and 0 abstentions [3][8] - The proposal was discussed and recommended by the Strategic Investment Committee prior to the meeting, and the suggestions were adopted by the Board [4] Group 2 - The company plans to issue a new REITs product based on Liangcun Thermal Power, with an expected issuance scale of no more than 1.74 billion yuan, following the previous issuance of 1.77 billion yuan in November 2022 [8] - The transaction does not require shareholder approval and does not constitute a related party transaction or a major asset restructuring as per relevant regulations [8] - The project involves a transfer of LP1 shares between two trust management companies and is currently undergoing regulatory approval [10] Group 3 - The target entity for the transaction is Dongfang Xinseng (Hebei) Energy Partnership, with a registered capital of 2.35558 billion yuan and total assets of 2.354 billion yuan as of April 30, 2025 [11][12] - The partnership has no liabilities and reported a net profit of 18.29 million yuan for the first four months of 2025 [12] - The valuation of the partnership's net assets was assessed at 2.38026 billion yuan, reflecting an increase of 26.48 million yuan, or 1.12% [14] Group 4 - The purpose of the transaction is to maintain the original equity financing channel and avoid adverse impacts on the company's asset-liability ratio due to debt financing [14] - After the transaction, the company will retain control over the project and continue to consolidate Liangcun Thermal Power in its financial statements [14] - The implementation of the REITs product will not adversely affect the interests of the company or its shareholders [14]

Core Viewpoint - The company, Electric Power Investment and Financing (000958), announced the issuance of asset-backed notes (similar to REITs) based on the Shijiazhuang Liangcun Thermal Power Co., Ltd. with a total issuance scale of 1.77 billion yuan, set to mature in November 2025 [1] Group 1 - The company plans to issue a new series of asset-backed notes based on Liangcun Thermal Power, with an expected issuance scale not exceeding 1.74 billion yuan [1]

Group 1 - The company, Electric Power Investment and Financing (000958.SZ), announced the issuance of asset-backed securities (similar to REITs) in the interbank market, with a total issuance size of 1.77 billion yuan [1] - The underlying asset for this issuance is Shijiazhuang Liangcun Thermal Power Co., Ltd. (referred to as Liangcun Thermal Power) [1] - The project is set to mature in November 2025, and the company plans to issue a new series of similar REITs products based on Liangcun Thermal Power, with an expected issuance size not exceeding 1.74 billion yuan [1]