格隆汇1月22日｜香港本地地产股普涨，其中，希慎兴业涨超5%，九龙仓置业、嘉里建设涨超4%，九 龙仓集团、新鸿基地产涨超3%，太古股份公司B涨近3%，长实集团、信和置业、太古地产、太古股份 公司A涨超1%。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 00014 | 岩慎兴业 | 0 | 5.37% | 21.600 | 221.83亿 | | 01997 | 九龙仓置业 | | 4.81% | 26.600 | 807.64亿 | | 00683 | 嘉里建设 | | 4.58% | 22.840 | 331.48 乙 | | 00004 | 九龙仓集团 | | 3.49% | 24.940 | 762.17亿 | | 00016 | 新鸿基地产 | | 3.36% | 113.900 | 3300.57亿 | | 00087 | 太古股份公司B | | 2.81% | 12.460 | 354.98亿 | | 01113 | 长实集团 | | 1.57% | 43.960 | 1538.5亿 | | 0 ...

Core Viewpoint - *ST Guohua announced a strategic cooperation framework agreement with Shandong Postal Engineering Co., Ltd. for urban information construction, effective for three years [1] Group 1: Agreement Details - The agreement was signed in January 2023 and focuses on new urban information construction [1] - The cooperation has led to active communication and some business collaborations between the two parties [1] - The agreement automatically terminated upon reaching its expiration date, as disclosed in the announcement [1] Group 2: Internal Procedures - The business contracts resulting from the cooperation are classified as daily operational contracts [1] - *ST Guohua has followed its internal management procedures for the approval of related contracts, without needing board or shareholder approval [1]

Group 1 - The core point of the news highlights the top short-selling ratios and amounts for various companies, indicating significant market sentiment towards these stocks [1][2]. - AIA Group Limited (友邦保险-R) and Anta Sports Products Limited (安踏体育-R) both have a short-selling ratio of 100.00%, indicating a high level of bearish sentiment [1][2]. - The top three companies by short-selling amount are Alibaba Group Holding Limited (阿里巴巴-W) with 4.031 billion, Tencent Holdings Limited (腾讯控股) with 2.553 billion, and Alibaba Health Information Technology Limited (阿里健康) with 1.776 billion [1][2]. Group 2 - The top short-selling ratio rankings show that AIA Group Limited (友邦保险-R) leads with a short-selling amount of 1.9534 million and a ratio of 100.00% [2]. - JD.com, Inc. (京东集团-SWR) has a short-selling ratio of 99.19% with a short-selling amount of 0.6316 million, indicating strong market pressure [2]. - The deviation values indicate that JD.com (京东集团-SWR) has the highest deviation at 44.47%, suggesting significant divergence from its historical short-selling average [2].

前十大沽空比率排行 安踏体育-R(82020)、联想集团-R(80992)、快手-WR(81024)上一交易日沽空比率位于前三位，分别为 100.00%、78.04%、71.83%。阿里巴巴-W(09988)、腾讯控股(00700)、小米集团-W(01810)的沽空金额位 居前三，分别为29.68 亿元、17.00 亿元、15.88 亿元。中国建材(03323)、江苏宁沪高速公路(00177)、中 国联塑(02128)的偏离值位居前三，分别为33.68%、31.58%、22.77%。 | 股票名称 | 沽空金额 | 沽空比率↓ | 偏离值 | | --- | --- | --- | --- | | 安踏体育-R(82020) | 70.25 万元 | 100.00% | 17.72% | | 联想集团-R(80992) | 282.04 万元 | 78.04% | 1.94% | | 快手-WR(81024) | 101.95 万元 | 71.83% | 9.65% | | 商汤-WR(80020) | 171.38 万元 | 69.28% | 15.22% | | 九龙仓集团(00004) | 2408.9 ...

随着2026年开年多家房企陆续披露单月销售业绩，北京商报记者统计发现，截至2026年1月12日，在已 公布2025年12月销售数据的18家房企中，有13家实现环比增长，占比达72.22%。其中，中国海外发 展、华润置地、中国金茂等5家房企单月销售额更是创下全年最高纪录。 从2025年全年销售格局来看，头部房企竞争态势趋于稳定。保利发展以17.98亿元的销售额优势领先中 海地产，继续保持行业第一位置。值得关注的是，保利发展近年来持续重仓广州市场，布局战略显著。 2023年至2025年三年间，保利发展在北京、上海的拿地金额分别为265.02亿元和359.27亿元，而在广州 的拿地金额则高达648.24亿元，显示出明显的区域倾斜策略。 | | | | | | | | Section 1455 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8 H | a H | 10月 | 11月 | 15H | | 保 ...

从2025年全年销售格局来看，头部房企竞争态势趋于稳定，保利发展以17.98亿元的销售额优势领先中海地产，继续保持行业第一位置。 随着2026年开年多家房企陆续披露单月销售业绩，北京商报记者统计发现，截至2026年1月12日，在已公布2025年12月销售数据的18家房企中，有13家实 现环比增长，占比达72.22%。其中，中国海外发展、华润置地、中国金茂等5家房企单月销售额更是创下全年最高纪录。 从2025年全年销售格局来看，头部房企竞争态势趋于稳定。保利发展以17.98亿元的销售额优势领先中海地产，继续保持行业第一位置。值得关注的是， 保利发展近年来持续重仓广州市场，布局战略显著。2023年至2025年三年间，保利发展在北京、上海的拿地金额分别为265.02亿元和359.27亿元，而在广 州的拿地金额则高达648.24亿元，显示出明显的区域倾斜策略。 | | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | 9 H | 10月 | 11月 | 12月 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

智通財經APP訊，京基智農(000048.SZ)披露2025年12月生豬銷售情況，2025年12月，公司銷售生豬 20.16萬頭(其中仔豬1.49萬頭)，銷售收入2.99億元;商品豬銷售均價12.21元/kg。 2025年1-12月，公司累計銷售生豬231.29萬頭(其中仔豬32.42萬頭)，累計銷售收入37.63億元。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年12月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 九龍倉集團有限公司 | | | 呈交日期: | 2026年1月6日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00004 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 3,056,027,327 | | 0 | | 3,056,027,327 | | 增加 / 減少 (-) | | | 0 | ...

Group 1 - The top short-selling ratios are led by China Resources Beer (100.00%), BYD Company (100.00%), and Xiaomi Group (75.49%) [1][2] - The highest short-selling amounts are recorded for Ping An Insurance (2.081 billion), Alibaba (1.871 billion), and Xiaomi Group (1.624 billion) [1][2] - The highest deviation values are for BYD Company (43.54%), CIFI Holdings (39.74%), and Xiaomi Group (34.28%) [1][2] Group 2 - The top short-selling amounts table shows Ping An Insurance at 2.081 billion, Alibaba at 1.871 billion, and Xiaomi Group at 1.624 billion [2] - The top short-selling ratios table lists China Resources Beer and BYD Company both at 100.00%, followed by Xiaomi Group at 75.49% [2] - The top short-selling deviation values table highlights BYD Company with a deviation of 43.54%, followed by CIFI Holdings at 39.74% and Xiaomi Group at 34.28% [2]

Core Insights - The luxury retail sector in China is facing significant challenges, with high-end malls and luxury brands experiencing a decline in performance and store closures due to changing consumer behavior and economic conditions [4][18][24]. Group 1: Market Trends - High-end malls like One ITC and IFC have seen a wave of luxury brand withdrawals, including major names like LV, Celine, and Tiffany, leading to increased vacancy rates [4][10]. - The luxury market in mainland China is projected to experience a continuous decline, with sales expected to drop by 18%-20% in 2024, reverting to 2020 levels [19][21]. - The relationship between luxury brands and high-end malls, which was once mutually beneficial, is deteriorating as both sectors struggle to adapt to new market realities [12][17]. Group 2: Financial Performance - Hang Lung Properties reported an 18.7% year-on-year decline in revenue for the first half of the year, with net profits decreasing for two consecutive years [6][10]. - Other major players in the high-end real estate sector, such as Swire Properties and New World Development, are also facing financial difficulties, with Swire reporting a loss of HKD 1.202 billion [8][10]. - Rental income from luxury brands is becoming increasingly critical for high-end malls, with Hang Lung's rental income share rising from 58.8% to 70.3% [24]. Group 3: Strategic Shifts - In response to declining performance, high-end malls are exploring new strategies, such as introducing new consumer brands and shifting towards a more inclusive customer base [26][29]. - Companies like China Resources are successfully expanding their shopping centers by focusing on experiential retail and attracting a broader range of consumers through innovative marketing strategies [32][33]. - The shift from traditional luxury retail to a more experience-driven model is evident, with malls aiming to transform from mere shopping venues to lifestyle destinations [32][34].