港股市场内房股集体上涨，其中，融创中国涨超6%，龙光集团、华润置地涨超5%，越秀地产涨超4%， 新城发展、中国海外发展、万科企业、绿城中国、旭辉控股集团、中国金茂涨超3%。 消息面上，2月2日，上海收购二手住房用于保障性租赁住房项目工作实质性启动。上海市住建委有关负 责人在签约活动上表示，上海开展收购二手住房用于保障性租赁住房工作，是精准对接新市民、青年 人、大学毕业生、各类人才等群体的租赁需求，助力构建青年发展型城市的有力举措。签约活动上，建 设银行上海市分行相关支行与浦东新区、静安区、徐汇区三个区公租房公司签署合作协议，为开展收购 工作提供金融支持。 | 代码 | 名称 | | 涨跌幅 V | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 01918 | 融创中国 | 0 | 6.14% | 1.210 | 195.93亿 | -7.63% | | 03380 | 龙光集团 | | 5.93% | 1.430 | 81.3亿 | -20.11% | | 01109 | 华润置地 | | 5.21% | 31.880 | ...

| 代码 | 名称 | | 涨跌幅 ▽ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 01918 | 融创中国 | 0) | 6.14% | 1.210 | 195.93 Z | -7.63% | | 03380 | 龙光集团 | | 5.93% | 1.430 | 81.3亿 | -20.11% | | 01109 | 华润置地 | | 5.21% | 31.880 | 2273.34 Z | 17.21% | | 00123 | 越秀地产 | | 4.68% | 4.700 | 189.19亿 | 18.69% | | 01030 | 新城发展 | | 3.92% | 2.650 | 187.24亿 | 29.27% | | 00688 | 中国海外发展 | | 3.79% | 14.520 | 1589.2 Z | 18.53% | | 02202 | 万科企业 | | 3.37% | 3.680 | 439.05 Z | 12.20% | | 03900 | 绿城中国 | | 3.27% | 11.370 | ...

FF301 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: 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: 世茂集團控股有限公司（於開曼群島註冊成立之有限公司） 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 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) | 00813 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 25,000,000,000 | HKD | | 0.1 HKD | | 2,500,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 25,000,000,000 | HKD | | 0.1 HKD | | 2,500,000,000 | ...

人民财讯1月29日电，港股收盘，恒生指数涨0.51%，恒生科技指数跌1%。内房股大涨，融创中国涨超 29%，世茂集团涨超23%，碧桂园涨超16%，万科企业涨超8%。半导体板块下跌，华虹半导体跌超 5%，中芯国际跌超2%。 转自：证券时报 ...

截至发稿，融创中国(01918.HK)、龙光集团(03380.HK)、世茂集团(00813.HK)均涨超20%，此外，碧桂园(02007.HK)等一批房企股价涨幅也均达两位数。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅, | | | --- | --- | --- | --- | --- | --- | | 01918 | 融创中国 | 1.310 | +0.280 | +27.18% | 212.13亿 | | 03380 | 龙光集团 | 1.640 | +0.300 | +22.39% | 93.241亿 | | 00813 | 世茂集团 | 0.250 | +0.043 | +20.77% | 22.932亿 | | 00884 | 旭辉控股集团 | 0.101 | +0.017 | +20.24% | 16.89亿 | | 02007 | 碧桂园 | 0.325 | +0.050 | +18.18% | 125.25亿 | | 03301 | 融信中国 | 0.152 | +0.023 | +17.83% | 2.5588亿 | | 03383 | 雅居乐集团 | 0.305 | +0 ...

Market Overview - As of January 29, A-share major indices showed mixed performance, with the Shanghai Composite Index down 0.1% and the Shenzhen Component Index up 0.01% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 20,349 billion yuan, an increase of 1,042 billion yuan compared to the previous day [2] - Over 2,400 stocks in the market experienced gains [2] Gold Market - International gold prices reached new highs, with spot gold surpassing $5,500 per ounce, peaking at $5,598.75 per ounce, marking a year-to-date increase of over 28% [10][11] - Gold stocks surged, with China Gold achieving five consecutive trading limits [9][12] - Despite the surge, China Gold warned investors about potential risks, stating that its main business remains unchanged and projecting a net profit decrease of 55% to 65% for 2025 [12] AI Application Sector - AI application stocks saw a significant rally, with Keda Xunfei (科大讯飞) hitting the daily limit up after a positive earnings forecast [5][6] - Keda Xunfei expects a net profit of 785 million to 950 million yuan for 2025, representing a growth of 40% to 70% year-on-year [8] - The company reported over a 20% increase in R&D investment, emphasizing its commitment to core technology autonomy [8] - Analysts from CITIC Securities expressed optimism about the AI application and computing power sectors, anticipating a surge in AI-native applications and the need for increased computing power [8] Real Estate Sector - The real estate sector experienced a rebound, with stocks like I Love My Home and Shenzhen Deep Housing hitting daily limits [14] - Shenzhen Deep Housing projected a net profit of 80.8 million to 121 million yuan for 2025, marking a turnaround from a loss of 177 million yuan the previous year [14] - Hong Kong-listed property stocks also saw significant gains, with notable increases in companies like Contemporary Land and China Aoyuan [14][16] - The restructuring of debts among leading real estate companies is progressing, with Vanke successfully extending three domestic bonds and other companies like Country Garden and Sunac China entering execution phases for debt restructuring [17] - Experts suggest that a new financing model for real estate is emerging, focusing on cash flow safety and operational efficiency [18]

每经AI快讯，1月29日，港股地产股大涨，融创中国涨超30%，中国奥园涨26%、世茂集团、碧桂园、 佳兆业集团均涨超20%，正荣地产、旭辉控股集团、富力地产涨超15%。 ...

Group 1 - Hong Kong's property stocks saw gains in the afternoon session, with notable increases in several companies [1] - Agile Group (03383.HK) rose by 8%, trading at HKD 0.27 [1] - Shimao Group (00813.HK) increased by 6.7%, reaching HKD 0.207 [1] - China Overseas Macro Group (00081.HK) experienced a rise of 5.53%, priced at HKD 2.29 [1] - R&F Properties (02777.HK) saw a gain of 4.08%, trading at HKD 0.51 [1]

Group 1 - The core viewpoint of the articles indicates a rising interest in the real estate sector, with several property stocks experiencing significant gains in the afternoon trading session [1] - A report from Ping An Securities highlights that the market's previous low expectations for sales in early 2026 have shifted, as the Iceberg Index shows a substantial month-on-month increase in second-hand home transactions in key cities, indicating a resilient market despite the off-peak season [1] - Poly Developments released an earnings forecast this week, alleviating some performance pressure on the sector, while traditional real estate has underperformed the market, suggesting limited downside potential [1] Group 2 - Guosen Securities notes a significant decline in the real estate fundamentals by Q4 2025, but there has been a stabilization in property prices and gradual improvement in fundamentals since late 2025, with policy expectations also rising [2] - The probability of property prices stopping their decline has increased from "impossible" to "possible," and if there is no repeat of the "price for volume" strategy after the Spring Festival, the likelihood of price stabilization could rise to "very likely" [2] - The adjustment in real estate stocks by December 2025 has been substantial, leading to a more optimistic outlook for the sector [2]

封面图源：社交平台（2025年7月景象） "目前计划先启动安置房部分的重建工程。" 1月22日，福州三江理想城项目单位一位内部人士向《每日经济新闻》记者确认。 福州三江理想城是一项安居工程，刚竣工就发生了倾斜沉降，开发商及工程方等11名责任人已于2025年7月被判刑重罚。时隔半年，项目传来最新进展。 福州市投资项目在线审批监管平台1月21日披露的一组申报项目信息显示：云锦公馆（一期）、云锦公馆（二期）取得县级权限内企业境内投资项目备 案，批准结果显示为"办结（通过）"。 云锦公馆是福州三江理想城的小区备案名，这处位于福建闽江之畔的楼盘，由保利发展、碧桂园和世茂集团联合开发。凭借较低的入市价格，开盘2小时 就售罄。 然而，2021年收房后，业主们发现承重梁开裂、道路地基下沉、门窗扭曲变形等情况，后经有关单位和机构检测，三江理想城多栋房源被鉴定为D级危 房，业主陆续完成退房程序，而前期涉及棚改的居民一直未完成回迁安置。 "日光盘"变危房 福州市投资项目在线审批监管平台显示，云锦公馆（一期）、云锦公馆（二期）项目单位为福州世茂世睿置业有限公司，项目备案已由福州市仓山区发改 局批准。天眼查显示，福州世茂世睿置业有限公 ...