2025 年 4-6 月，公司产业园区业务无新开工面积。 三、竣工面积 根据上海证券交易所《上海证券交易所上市公司自律监管指引第 3 号——行 业信息披露》要求，现将上海临港控股股份有限公司（以下简称"公司"）2025 年第二季度主要经营数据公告如下： 一、新增土地储备面积 2025 年 4-6 月，公司产业园区业务新增土地储备 3.05 万平方米。 二、新开工面积 | 证券代码：600848 | 股票简称：上海临港 | | | 编号：2025-023 号 | | --- | --- | --- | --- | --- | | 900928 | | 临港 | B 股 | | 上海临港控股股份有限公司 2025 年第二季度主要经营数据公告 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。 2025 年 4-6 月，公司产业园区业务竣工面积约 24.88 万平方米。 2025 年 4-6 月，公司产业园区运营服务相关收入约为 11,146.93 万元。 以上数据为阶段统计数据，未经审计，请投资者审慎使用。 特此公告。 上海临港控股股 ...

Group 1 - The T.I.T Innovation Park, operated by Xinchicheng Company, was officially inaugurated in Guangzhou, focusing on the biopharmaceutical and sci-tech manufacturing industries, covering an area of approximately 15,000 square meters with a building area of about 27,000 square meters [1] - The park has introduced over 30 quality enterprises, including 5 high-tech companies and 2 specialized and innovative enterprises, creating around 500 job positions [1] - The inauguration signifies the continuous expansion of Hongmian Co., Ltd. in the cultural and creative industry park development and operation sector, with Xinchicheng Company focusing on old factory renovations and industrial ecosystem construction [1] Group 2 - According to the 2024 financial report, Hongmian Co., Ltd. achieved a net profit attributable to shareholders of 77.1395 million yuan, representing a year-on-year increase of 85.21% [2] - During the reporting period, Xinchicheng Company added two new brand parks, T.I.T Huizhi Valley and T.I.T Lexin [2] - The company plans to enhance its park management capabilities and explore innovative service models, aiming to strengthen the brand influence of innovation and entrepreneurship parks as a key driver for sustainable business growth [2]

Core Insights - The REITs market in China has been growing steadily since the first public REITs products were launched in June 2021, attracting diverse funding and enhancing asset categories [1] - The conversation highlights the strategic importance of REITs as a financing tool and a link between assets and industries, particularly in the context of industrial parks [4][6] Group 1: Industry Trends - The industrial park market is transitioning from a phase of rapid growth to a more refined management approach, focusing on service and incubation [3] - Zhangjiang area is significant for the semiconductor industry, with approximately 70% of Shanghai's integrated circuit sales occurring there, indicating a strong industry concentration [4] Group 2: REITs Platform Positioning - REITs serve as a crucial strategic platform for financing and connecting assets with industries, allowing for reinvestment into industrial development [4][6] - The emergence of a multi-tiered REITs market, including Pre-REITs and private REITs, is noted as a way to match different asset lifecycle stages [4] Group 3: Tenant Concentration and Challenges - High tenant concentration is a characteristic of industrial parks, with large tenants often being R&D-focused, which can lead to significant leasing space [5] - The industry faces challenges with large tenants vacating, which is considered a rare event but requires proactive management strategies [5] Group 4: Recommendations for Future REITs Issuance - Suggestions include enhancing the flexibility of fundraising to allow for direct investment into industrial projects, thereby better supporting the industry [6] - The importance of increasing the diversity of secondary market participants is emphasized to stabilize and rationalize the REITs market [6]