智通财经APP讯，中电光谷(00798)公布2025年中期业绩，收入约14.71亿元，同比增长0.79%;毛利约3.67 亿元，同比增长1.11%;公司拥有人应占溢利177.1万元。新增签约额15.39亿元，同比增长8%，其中综合 运营业务签约额相比去年同期增加31%，办公类园区签约额相比去年同期增长13%。实现销售回款约 23.25亿元，同比增长34%。 于2025年6月30日，该集团在多个城市拥有优质产业园用地储备约532.0万平方米，主要为位于南京、泰 州、成都、长沙、天津、青岛、上海、咸阳等城市的优质产业园用地。 从收入结构看，园区运营服务收入 10.38 亿元，占总营收比重达 70.6%，凸显 "以运营为核心" 的战略落 地成效。其中，物业管理服务表现亮眼，收入 4.17 亿元，同比增长 10.8%，管理物业面积达 3293.6 万 平方米，同比增长 18.92%，企业客户服务面积占比超 74%，服务黏性与市场认可度持续提升;物业租赁 服务收入8020万元，同比增长 18.1%，出租率保持稳定，与园区开发业务形成合力，达到较好的产业聚 集效应。 ...

于2025年6月30日，该集团在多个城市拥有优质产业园用地储备约532.0万平方米，主要为位于南京、泰 州、成都、长沙、天津、青岛、上海、咸阳等城市的优质产业园用地。 中电光谷(00798)公布2025年中期业绩，收入约14.71亿元，同比增长0.79%;毛利约3.67亿元，同比增长 1.11%;公司拥有人应占溢利177.1万元。新增签约额15.39亿元，同比增长8%，其中综合运营业务签约额 相比去年同期增加31%，办公类园区签约额相比去年同期增长13%。实现销售回款约23.25亿元，同比增 长34%。 从收入结构看，园区运营服务收入10.38亿元，占总营收比重达70.6%，凸显"以运营为核心"的战略落地 成效。其中，物业管理服务表现亮眼，收入4.17亿元，同比增长10.8%，管理物业面积达3293.6万平方 米，同比增长18.92%，企业客户服务面积占比超74%，服务黏性与市场认可度持续提升;物业租赁服务 收入8020万元，同比增长18.1%，出租率保持稳定，与园区开发业务形成合力，达到较好的产业聚集效 应。 ...

Group 1 - The core point of the article is that China Electric Power Valley (00798) has signed a strategic cooperation agreement with Xinzhou District of Wuhan to promote industrial development in the region, leading to a significant stock price increase of over 5% [1] - As of the latest report, China Electric Power Valley achieved a revenue of 3.589 billion RMB and a net profit of 106 million RMB, with positive operating cash flow for six consecutive years [1] - The revenue from park operation services amounted to 2.216 billion RMB, accounting for 62% of the total revenue, which is an increase of 8 percentage points compared to 54% in the same period of 2023 [1] Group 2 - The company is focusing on agile customization as a key innovation path in the industrial real estate business model, with a signed area exceeding 100,000 square meters and a contract value exceeding 400 million RMB in 2024 [1]

Core Viewpoint - The industrial park sector in China is undergoing significant adjustments due to global economic turbulence, geopolitical tensions, and a sluggish domestic real estate market, leading to increased vacancy rates and supply-demand imbalances. However, challenges also present opportunities for companies like Zhongdian Guanggu to navigate through these cycles and contribute to the industry's development [1][2]. Group 1: Company Performance - Zhongdian Guanggu reported a revenue of 3.589 billion RMB and a net profit of 106 million RMB for the fiscal year 2024, with positive operating cash flow for six consecutive years [1]. - Despite a decline in revenue and net profit compared to 2023, the company demonstrated resilience through sustained profitability and robust cash flow, attributed to its strategic transformation during the industry's downturn [2][3]. Group 2: Strategic Initiatives - The company has adopted a "one body, two wings" development strategy, focusing on park operations, park development, and industrial investment, which has enhanced its operational resilience [2][3]. - Revenue from park operation services reached 2.216 billion RMB, accounting for 62% of total revenue, up from 54% in the previous year, indicating a shift towards core business areas [2][3]. Group 3: Innovation and Digital Transformation - Zhongdian Guanggu has innovated its business model by implementing a "P+OEPC" integrated operation model, which has garnered positive feedback from local governments and enterprises, resulting in a contract amount of 677 million RMB for comprehensive operation services [3][4]. - The company has made significant strides in digital transformation, with a focus on low-carbon parks and the development of a data asset management system, leading to a contract amount of 39.7 million RMB for industrial cloud software sales [4][5]. Group 4: Future Outlook - Zhongdian Guanggu aims to leverage its existing land reserves of 4.914 million square meters and ongoing construction projects to achieve its sales revenue targets for 2025 [7]. - The company plans to establish a "shared industrial resource platform" and promote low-carbon park construction, positioning itself as a leader in the industry [9][10]. - With a current price-to-book ratio of 0.17, the company is viewed as having significant investment value, especially as economic stimulus measures are anticipated to boost the industrial park sector [12].