| 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 00017 | 新世界发展 | (0) | 4.35% | 9.830 | 247.39亿 | | 00016 | 新鸿基地产 | | 3.93% | 119.000 | 3448.36 Z | | 00101 | 恒隆地产 | | 3.47% | 9.540 | 482.4 Z | | 01113 | 长实集团 | | 3.14% | 45.360 | 1587.5亿 | | 00083 | 信和置业 | | 3.01% | 11.650 | 1104.94亿 | | 00014 | 第遺兴业 | | 2.75% | 21.660 | 222.45 Z | | 00683 | 嘉里建设 | | 2.70% | 23.620 | 342.8 Z | | 01997 | 九龙合置业 | | 1.98% | 26.800 | 813.71亿 | | 00087 | 太古股份公司B | | 1.12% | 12.640 | 360.11亿 | | 00823 | 领展房 ...

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].

Group 1 - Anta Sports (82020), Lenovo Group (80992), and Kuaishou (81024) have the highest short-selling ratios at 100.00%, 78.04%, and 71.83% respectively [1][2] - Alibaba (09988), Tencent Holdings (00700), and Xiaomi Group (01810) lead in short-selling amounts, with 2.968 billion, 1.700 billion, and 1.588 billion respectively [1][2] - China National Building Material (03323), Jiangsu Nanjing Highway (00177), and China Liansu (02128) have the highest deviation values at 33.68%, 31.58%, and 22.77% respectively [1][2] Group 2 - The top short-selling stocks by amount include Alibaba (09988) at 2.968 billion, Tencent Holdings (00700) at 1.700 billion, and Xiaomi Group (01810) at 1.588 billion [2] - The top short-selling ratios are led by Anta Sports (82020) at 100.00%, followed by Lenovo Group (80992) at 78.04%, and Kuaishou (81024) at 71.83% [2] - The highest deviation values are recorded for China National Building Material (03323) at 33.68%, Jiangsu Nanjing Highway (00177) at 31.58%, and China Liansu (02128) at 22.77% [2][3]

Core Insights - The real estate market in China shows signs of recovery as 13 out of 18 reported companies achieved month-on-month sales growth in December 2025, with notable performances from companies like China Overseas Land & Investment and China Resources Land [1][3][4] - Poly Developments maintained its leading position in annual sales for 2025, despite a year-on-year decline, with a total sales figure of 2530.3 billion yuan, outperforming China Overseas Land by 17.98 billion yuan [1][6] - The trend of increasing sales among major real estate firms is expected to stabilize market confidence and alleviate buyer concerns, contributing to a positive outlook for the industry [4][6] Sales Performance - In December 2025, China Resources Land led with sales of 410 billion yuan, followed by China Overseas Land at 398.32 billion yuan and China Merchants Shekou at 258.44 billion yuan [3] - The sales growth rates for December 2025 were significant, with Sunac China experiencing a 163.39% increase due to a low base in November, while other firms like China Overseas Land and China Resources Land also reported substantial growth rates of 79.14% and 78.26% respectively [4] Market Dynamics - The competitive landscape among top real estate firms has stabilized, with Poly Developments focusing heavily on the Guangzhou market, investing 648.24 billion yuan from 2023 to 2025, compared to 265.02 billion yuan in Beijing and 359.27 billion yuan in Shanghai [1][9] - The second-tier firms (500 billion to 1 trillion yuan) averaged sales of 646.4 billion yuan, while third-tier firms (300 billion to 500 billion yuan) averaged 381.3 billion yuan, indicating a diverse recovery across different company sizes [7] Strategic Adjustments - Major firms are adjusting their land acquisition strategies, with a focus on first and second-tier cities. For instance, China Overseas Land's sales in major cities accounted for 60.6% of its total sales, while Poly Developments has also shifted its focus towards Shanghai, increasing its land acquisition there significantly [8][9] - The overall trend indicates that while some firms are facing challenges, others are leveraging their strong market positions and operational capabilities to navigate the current landscape effectively [6][7]

Core Viewpoint - The competitive landscape among leading real estate companies is stabilizing, with Poly Developments maintaining its position as the industry leader in sales for 2025, achieving a sales figure of 2530.3 billion yuan, despite a year-on-year decline of 21.67% from 2024 [1][6]. Sales Performance - Among the 18 real estate companies that disclosed their December 2025 sales data, 13 companies reported month-on-month growth, with China Overseas Development and China Resources Land achieving significant sales figures of 398.32 billion yuan and 410 billion yuan, respectively [4][5]. - Poly Developments led the sales with 121.64 billion yuan in December, while China Overseas and China Resources followed closely with 398.32 billion yuan and 410 billion yuan [4][6]. Market Trends - The sales growth in December 2025 indicates a positive trend for the real estate market, with companies like Sunac China and China Resources Land showing remarkable month-on-month increases of 163.39% and 78.26%, respectively [5][6]. - The overall sales performance of major companies suggests a solid foundation for the real estate market's stability and growth expectations in 2026 [5]. Land Acquisition Strategies - Poly Developments has focused heavily on the Guangzhou market, with land acquisition payments reaching 648.24 billion yuan from 2023 to 2025, significantly higher than in Beijing and Shanghai [1][10]. - China Overseas Development has also concentrated its land acquisition efforts in first-tier cities, with 60.6% of its sales coming from major cities like Hong Kong and the four first-tier cities [9]. Company Resilience - Despite facing challenges, companies with over 100 billion yuan in sales, such as Poly Developments and China Overseas, have demonstrated strong operational resilience and effective governance, allowing them to navigate market fluctuations [6][7]. - The restructuring of debts for companies like Sunac China and Country Garden has shown progress, indicating a potential for recovery and stability in the sector [8].

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]