2025.07. 18 本文字数：4707，阅读时长大约6分钟 作者 | 第一财经 亓宁 7月18日，世茂集团发布一则致中信信托·深圳龙岗融资集合资金信托计划（下称"中信龙岗项目"） 全体投资人的公开函， 内容包括对深圳龙岗一份68亿元的土地收储补偿及分配方案的意见，并作出 三项声明 。 第一财经记者独家了解到，中信龙岗项目投资人自7月18日上午9:00开始，可以针对上述方案进行 投票，并在月底就此召开受益人大会。 这份收地化险方案的核心内容是， 深圳龙岗区相关部门将对世茂集团2017年竞得的12宗土地进行 收回，后者是曾经备受瞩目的深港国际中心项目的核心资产， 当时拿地成本在239亿元左右，此次 回收补偿定价（68亿元）相当于打了三折。 世茂集团曾计划在其中建设一座超过600米的国内第一 高楼，目前该项目大部分计划处于停滞状态。 据记者了解，上述12宗土地涉及两个中信信托项目， 其一就是中信龙岗项目。 这一回收定价将关系 到信托计划兑付资金。世茂集团也在声明中间接释放出信息：该项目规划审批不畅，上述方案补偿不 足、周期过长。 根据中信龙岗项目信托经理的说法，以及中信信托7月14日向投资人发布的关于召集202 ...

｜2025年7月17日星期四 ｜ NO.1 成都保租房租金可申请公积金按月直付 7月16日，成都住建局与成都住房公积金中心联合宣布，保租房租金公积金直付服务接入市住房保障服 务平台。符合条件的在租缴存人可通过"天府市民云"APP申请直付租金。申请需满足：在成都无房（已 婚夫妻双方均无）、连续足额缴存公积金满3个月、租赁合同已备案。缴存人登录平台选择"公积金直 付"即可办理。 点评：城建发展选举齐占峰为董事长，其丰富的财务与管理经验，有望为公司带来新视角。同时调整董 事会专门委员会，优化结构，提升决策科学性与专业性，有利于公司在复杂市场环境下，精准把握战略 方向，推动业务高效开展。 NO.4 云南城投重大资产出售标的公司完成股权交割 7月16日，云南城投置业发布重大资产重组进展公告称，本次重大资产出售标的公司已全部完成股权交 割。其中，平阳银泰、杭州海威等9家公司已完成工商变更登记，剩余宁波银泰、北京房开两家暂未完 成。公司将持续推进本次重大资产出售的后续实施工作。 点评：这一举措或将为公司优化资产结构、缓解资金压力，助力其聚焦核心业务，在后续持续推进中， 有望提升公司在房地产市场的竞争力与抗风险能力。 NO. ...

港股内房股再度下探， 雅居乐集团(03383.HK)跌近10%， 世茂集团(00813.HK)跌近7%， 富力地产 (02777.HK)、 远洋集团(03377.HK)、 融创中国(01918.HK)、 中国金茂(00817.HK)均跌超5%。 ...

Core Viewpoint - Shimao Group reported a total contracted sales amount of approximately RMB 13.523 billion for the six months ending June 30, 2025, with a total contracted sales area of 1.1091 million square meters and an average selling price of RMB 12,192 per square meter [1] Group 1 - The contracted sales amount for June 2025 was approximately RMB 2.321 billion [1] - The contracted sales area for June 2025 was 190,200 square meters [1] - The average selling price for June 2025 was RMB 12,200 per square meter [1]

港股内房股午后爆发，龙光集团(03380.HK)涨超50%，融创中国(01918.HK)涨超9%，新城发展 (01030.HK)、世茂集团(00813.HK)、越秀地产(00123.HK)等个股跟涨。 ...

港股内房股早盘走高，远洋集团(03377.HK)涨超13%，碧桂园(02007.HK)、新城发展(01030.HK)均涨超 5%，融创中国(01918.HK)、富力地产(02777.HK)、世茂集团(00813.HK)等个股跟涨。克尔瑞物管统计， 6月中国物业服务TOP50企业新增合约面积约8447万平方米。 ...

Core Viewpoint - Shimao Group is accelerating asset sales to recover funds and alleviate debt, with significant progress in debt restructuring and cash flow improvement [1][4]. Group 1: Asset Sales - Shimao Group announced the sale of a 50% stake and debt in a commercial project in Beijing for 156 million RMB, part of a strategy to focus on core cities and divest non-strategic assets [2][3]. - The company has sold over 10 billion RMB worth of quality assets since late 2021, including the sale of the Shanghai Bund Hotel and Guangzhou Asian Games Village equity, to support debt restructuring and ensure project delivery [3][4]. Group 2: Debt Restructuring - The company initiated a comprehensive restructuring of its offshore debt after a default on a 1 billion USD bond in July 2022, with a plan approved by the Hong Kong court in March 2025 [4][5]. - The restructuring plan aims to relieve approximately 11.5 billion USD of existing offshore debt, significantly reducing the overall debt burden and improving financial health [4][5]. Group 3: Financial Management - Shimao Group has successfully extended domestic loans totaling about 9.3 billion RMB, with some loans extended until 2030, signaling positive developments in financial management [5]. - The company is exploring various financing channels, including asset securitization and supply chain financing, to optimize funding and support project delivery [6]. Group 4: Project Delivery - The company has prioritized project delivery, successfully delivering around 8,300 housing units in 2025, significantly easing delivery pressure [6]. - In the first five months of the year, Shimao Group achieved a contract sales total of approximately 11.202 billion RMB, with a notable reduction in the decline compared to the previous year [7].

世茂集团公告，公司间接全资附属公司卖方与买方、项目公司及担保人于2025年7月3日订立该协议，卖 方同意向买方出售销售股份及销售债权，总代价约为人民币1.56亿元。销售股份相当于项目公司的50% 股权，项目公司为一家物业开发公司并持有该项目，该项目为位于北京的综合商业及商用综合体。于出 售事项完成后，世茂集团将不再于项目公司拥有任何权益。代价将按股权转让款人民币1.5亿元及债权 转让款人民币618.42万元支付。 ...

市场越来越乐观地认为，美联储可能很快就会降息。根据芝加哥商品交易所美联储观察工具(CME FedWatch Tool)的数据，截至上周五，市场预计美联储在7 月底的下一次会议上降息的可能性为18.6%，高于前一周的14.5%。与此同时，投资者押注9月底前降息的可能性大幅上升，市场目前预计美联储届时降息的 可能性为93%，高于一周前的70%。 然而，美联储主席鲍威尔在是否降息的问题上则更为谨慎。上周，他在国会众议院作证时强调，美联储"处于可以等待的有利位置"，不急于调整利率。 久期财经讯，6月30日，据悉，在本周，美国6月非农就业报告将成为市场关注焦点，有关职位空缺数量、工资数据以及制造业与服务业活动的最新数据也将 受到密切关注。投资者还将紧盯有关特朗普政府各项关税措施的最新动态，尤其是在7月9日这个特朗普设定的关税暂停期限即将到来之际。 数据来源：久期财经 旭辉控股集团(00884.HK)发布公告，本公司欣然宣布，根据法院于2025年6月26日作出的命令，该境外债务重组计划已获法院批准。根据该计划的条 款，该计划的计划生效日期已于2025年6月27日落实。 弘阳地产(01996.HK)发布公告，由于若干债权人 ...

Group 1 - The Hong Kong stock market saw significant movements in real estate stocks on June 16, with Jin Hui Holdings (09993.HK) surging nearly 90% before closing up 35.77%, while other companies like Agile Group (03383.HK) and Shimao Group (00813.HK) also experienced gains [1] - The National Bureau of Statistics reported that the real estate market is stabilizing, with a narrowing decline in housing prices across 70 major cities, and a continuous decrease in inventory [2][3] - From January to May, new residential sales area and sales revenue fell by 2.9% and 3.8% year-on-year, respectively, with some first- and second-tier cities showing active market transactions [2] Group 2 - The government emphasized the need for ongoing efforts to stabilize the real estate market, with a focus on long-term strategies and the establishment of foundational systems [4] - Recent meetings highlighted the importance of optimizing existing policies and enhancing the effectiveness of policy implementation to stabilize expectations and activate demand [5] - Analysts from Guosheng Securities maintain a positive outlook on the real estate sector, citing the necessity of policy support and the potential for improved competition among leading companies [6] Group 3 - The real estate market is expected to see continued policy-driven recovery, with a focus on key cities and the potential for increased demand due to lower mortgage rates [7] - The overall sentiment in the market suggests that the stabilization of the real estate sector will be a central theme throughout the year, with urban village renovations and land acquisition expected to accelerate [7]