粤进深 赵盼盼 2026年1月番禺区商品住宅成交金额榜出炉。 越秀鸿璟台以约2.97亿元的成绩位列榜首。 全月网签104套，成交面积10370㎡，成交均价2.86万元/㎡。 其中，1栋62套，为18层小高层板楼，主打改善，产品为建面约110-112㎡四房，两梯两户。11栋120套，为32层高塔楼。 项目共规划11栋住宅，涵盖2T2板楼与2T4塔楼两种产品，容积率2.6。 主打建面约89-122㎡三四房，全南向设计。新规产品，超100%使用率。 其所在地块，是2025年10月28日上午，越秀地产拿下的番禺区大石街南大干线北侧BA0602091地块（鸿图工业园地块），成交总价11.94亿元，溢价率 8.15%，折合楼面价15422.5元/㎡。 | 排行 项目 | | 成交面积(m2) | 成交套数 (套) | 成交均价(元/m²) | 成交金额(亿元) | | --- | --- | --- | --- | --- | --- | | ਸ਼ਿ | 越秀鸿瑞台 番禺区 / 洛溪大石板块 / 越秀地产 | 10,370 | 104 | 28,608 | 2.9 | | ﺘ (2) | 长隆万博悦府 番禺区 / 汉溪万 ...

Group 1 - Hong Kong property stocks saw significant gains in the afternoon, with Sunac China (01918.HK) rising over 10% [1] - Longfor Group (03380.HK) increased by more than 7% [1] - Vanke Enterprises (02202.HK) and Yuexiu Property (00123.HK) both rose over 6% [1] Group 2 - Other stocks such as China Resources Land (01109.HK), Agile Group (03383.HK), and Country Garden (02007.HK) also experienced upward movement [1]

来源：新浪港股 内房股午后普遍上涨，截至发稿，龙光集团（03380）上涨6.67%，报1.44港元；华润置地（01109）上 涨5.41%，报31.94港元；越秀地产（00123）上涨4.90%，报4.71港元；中国海外宏洋集团（00081）上 涨3.60%，报2.59港元；中国海外发展（00688）上涨4.72%，报14.65港元。 ...

Group 1 - The Hong Kong stock market saw a collective rise in property stocks, with Sunac China increasing by over 6%, Longfor Group and China Resources Land rising by over 5%, and Yuexiu Property increasing by over 4% [1] - Other notable increases include New City Development, China Overseas Development, Vanke, Greentown China, CIFI Holdings, and China Jinmao, all rising by over 3% [1] - The rise in property stocks is attributed to the substantial launch of a project in Shanghai aimed at acquiring second-hand housing for affordable rental housing, targeting new citizens, young people, university graduates, and various talent groups [1] Group 2 - Specific stock performance includes: - Sunac China (01918) up 6.14% to 1.210 with a market cap of 19.593 billion, down 7.63% year-to-date - Longfor Group (03380) up 5.93% to 1.430 with a market cap of 8.13 billion, down 20.11% year-to-date - China Resources Land (01109) up 5.21% to 31.880 with a market cap of 227.334 billion, up 17.21% year-to-date - Yuexiu Property (00123) up 4.68% to 4.700 with a market cap of 18.919 billion, up 18.69% year-to-date [2] - Other companies with notable performance include New City Development (up 3.92%), China Overseas Development (up 3.79%), and Vanke (up 3.37%) [2]

Group 1 - The Hong Kong stock market saw a collective rise in property stocks on February 4, with notable increases including Sunac China up over 6%, Longfor Group and China Resources Land up over 5%, and Yuexiu Property up over 4% [1] - The Shanghai government has initiated a program to acquire second-hand housing for the purpose of providing affordable rental housing, targeting new citizens, young people, university graduates, and various talent groups [1] - The signing event for this initiative included cooperation agreements between the Shanghai branch of China Construction Bank and public rental housing companies in three districts, providing financial support for the acquisition work [1] Group 2 - Sunac China (01918) increased by 6.14% to a price of 1.210 with a total market value of 195.93 billion, showing a year-to-date decline of 7.63% [2] - Longfor Group (03380) rose by 5.93% to 1.430 with a market cap of 81.3 billion, reflecting a year-to-date drop of 20.11% [2] - China Resources Land (01109) saw a 5.21% increase to 31.880, with a market value of 2273.34 billion and a year-to-date gain of 17.21% [2] - Yuexiu Property (00123) increased by 4.68% to 4.700, with a market cap of 189.19 billion and a year-to-date rise of 18.69% [2] - New City Development (01030) rose by 3.92% to 2.650, with a market value of 187.24 billion and a year-to-date increase of 29.27% [2] - China Overseas Development (00688) increased by 3.79% to 14.520, with a market cap of 1589.2 billion and a year-to-date rise of 18.53% [2] - Vanke Enterprise (02202) saw a 3.37% increase to 3.680, with a market value of 439.05 billion and a year-to-date gain of 12.20% [2] - Greentown China (03900) rose by 3.27% to 11.370, with a market cap of 288.75 billion and a year-to-date increase of 34.24% [2] - CIFI Holdings (00884) increased by 3.19% to 0.097, with a market value of 16.61 billion and a year-to-date decline of 39.75% [2] - China Jinmao (00817) rose by 3.55% to 1.750, with a market cap of 236.47 billion and a year-to-date increase of 44.63% [2]

Group 1 - The core viewpoint of the article highlights a significant rise in Hong Kong property stocks, with Longfor Group (03380.HK) increasing by over 20% and Sunac China (01918.HK) rising by over 10% [1] - Other property stocks such as Country Garden (02007.HK), Yuexiu Property (00123.HK), China Resources Land (01109.HK), Agile Group (03383.HK), R&F Properties (02777.HK), and Vanke (02202.HK) also experienced upward movement [1]

本文源自：金融界AI电报 港股内房股持续走高，龙光集团(03380.HK)涨超20%，融创中国(01918.HK)涨超10%，碧桂园 (02007.HK)、越秀地产(00123.HK)、华润置地(01109.HK)、雅居乐集团(03383.HK)、富力地产 (02777.HK)、万科企业(02202.HK)等个股跟涨。 ...

智通财经APP获悉，内房股早盘普涨，截至发稿，越秀地产(00123)涨4.01%，报4.67港元；中国海外宏 洋集团(00081)涨4%，报2.6港元；华润置地(01109)涨3.89%，报31.48港元；中国海外发展(00688)涨 3.5%，报14.48港元；龙光集团(03380)涨2.96%，报1.39港元。 另据报道，在刚过去的1月份，北京二手房网签量超过1.5万套，已连续三个月稳定在1.4万套以上；上海 二手房连续三个月成交超2.2万套；深圳二手房共计录得6802套，创近10个月新高；广州二手住宅网签 8881套，市场韧性同样较强。业内专家认为，房地产市场的"小阳春"行情正提前显现，二手房市场率先 回暖，核心韧性凸显，春节后挂牌量的变化，将成为观察供需关系的关键窗口。 消息面上，2月2日，中国建设银行支持上海市第一批收购二手住房用于保障性租赁住房项目签约活动举 办，以浦东新区、静安区、徐汇区为试点区，主要聚焦于业主有本区新房置换意愿的、房龄偏大的小户 型二手房源。中金认为，上海二手房挂牌量自2025年3季度已开始下降，带动其挂牌去化周期持续下 行；本次存量住房收储面向供给压力最为直接的二手房供给，也 ...

Core Insights - The report discusses the implementation of the "Tax Law Principle" and its implications for service industries such as internet and finance, indicating that current tax arrangements are unlikely to change significantly in the short term [2][3][12] - The real estate sector is experiencing a favorable shift in financing policies, with REITs and private placements opening new equity financing channels to alleviate financial pressures on real estate companies [3][13] Tax Law Implementation - The State Council approved the "Implementation Regulations of the Value-Added Tax Law of the People's Republic of China" on December 19, 2025, and subsequent announcements have clarified tax details, suggesting stability in tax arrangements for service industries [2][3][12] - The definition of "basic services" in telecommunications is evolving, with mobile data and internet broadband still classified as "value-added services" subject to a 6% VAT rate, while traditional voice services are recognized as "basic services" with a 9% VAT rate [2][3][12] Real Estate Sector Analysis - The financing environment for the real estate industry is improving, with a shift from debt financing to equity financing, including the introduction of REITs and private placements [3][13] - Recent regulatory changes, such as the gradual retreat from the "three red lines" policy, indicate a more supportive financing environment for real estate companies [13] - The report maintains a "positive" rating for the real estate sector, highlighting the potential for recovery in the industry as financing policies become more favorable [3][13] Investment Recommendations - The report recommends several quality real estate companies for investment, including China Jinmao, Poly Developments, and China Resources Land, among others, due to their potential for recovery and attractive valuations [13] - The report emphasizes the importance of monitoring the evolving financing landscape and the impact of government policies on the real estate market [3][13]

| 截至月份: | 2026年1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: | 越秀地產股份有限公司 (在香港註冊成立的有限公司) | | | | 呈交日期: | 2026年2月3日 | | | | I. 法定/註冊股本變動 不適用 | | | | FF301 第 1 頁 共 10 頁 v 1.2.0 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 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) 00123 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 4,025,392,913 0 4,025,392,913 增加 / 減少 (-) 0 0 本月底結存 4,025,392,913 0 4,025,392,913 足夠公眾持股量的確認(註4) | 根據《主板上市規則》第13.32D(1)條或第19A.28D(1)條 / 《GEM上市規則》第17.37D(1)條或第25.21D(1)條，我們在此 ...