SHIMAO GROUP(00813)
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港股异动丨内房股拉升 碧桂园一度涨超31% 世茂集团涨23% 龙湖集团涨超5%

Ge Long Hui· 2025-09-09 02:43
Core Viewpoint - The Hong Kong real estate stocks have surged significantly, driven by favorable policies aimed at stabilizing the real estate market, particularly in major cities like Beijing, Shanghai, and Shenzhen [1] Group 1: Stock Performance - Country Garden saw a remarkable increase, with its stock price rising over 31% at one point, closing with a gain of 25.49% [1] - Shimao Group increased by 23%, while Sunac China and Agile Group rose by over 8% [1] - Other notable gains include R&F Properties up 7.25%, and several companies like China Overseas Grand Oceans, China Jinmao, Longfor Group, and Vanke all increasing by over 5% [1] Group 2: Policy Changes - Recent policy adjustments in key cities have focused on relaxing purchase restrictions, particularly in Shenzhen, which announced new real estate policies effective September 6 [1] - The new Shenzhen policies allow non-residents to purchase up to two properties in multiple districts, eliminate audits in certain areas, and grant banks the autonomy to set mortgage rates [1] - Experts believe these measures will effectively stimulate housing demand and boost transaction volumes during the traditional peak sales season of "Golden September and Silver October" [1] Group 3: Market Implications - The relaxation of purchase restrictions aims to better meet the housing needs of residents and stimulate market activity by lowering entry barriers [1] - The adjustments are expected to inject momentum into the real estate market, promoting a stable and healthy development environment [1]
港股异动丨内房股拉升 旭辉控股涨超5% 龙光集团涨超3% 龙湖集团等多股涨超1%
Ge Long Hui· 2025-09-08 02:47
Group 1 - The core viewpoint of the news is that Hong Kong property stocks, particularly Country Garden, saw significant gains following the inclusion in the Hong Kong Stock Connect, with Country Garden rising over 14% [1] - Other property stocks also experienced notable increases, including CIFI Holdings and China Overseas Land & Investment, which rose over 5%, and several others like Vanke and Longfor Group, which rose over 3% [1] - The surge in property stocks is attributed to a new housing policy introduced in Shenzhen on September 5, which relaxed housing purchase restrictions and adjusted housing credit policies [1] Group 2 - The new housing policy in Shenzhen allows for significant relaxation of purchase restrictions in non-core areas, which is more substantial compared to the new policies introduced in Beijing and Shanghai in August [1] - The policy change includes the removal of differentiated mortgage rates for first and second homes, which is expected to stimulate the housing market [1] - The report from CITIC Securities highlights that the new measures are likely to have a positive impact on the property market in Shenzhen [1]
楼市早餐荟 | 深圳发布优化调整房地产政策措施;首开股份以底价4.46亿元摘得朝阳区呼家楼南里地块
Bei Jing Shang Bao· 2025-09-08 01:57
Group 1: Real Estate Policy Adjustments - Shenzhen has released a notification to optimize and adjust real estate policies, allowing eligible residents to purchase an unlimited number of homes in certain districts [1] - Non-local residents without social insurance can purchase up to 2 homes in the peripheral areas of Shenzhen [1] Group 2: Land Acquisition - A consortium including Chengjian Development, Beijing Construction, and Zhuzong Jindi has acquired a land parcel in Fengtai District for a base price of 2.9 billion yuan, with a floor price of approximately 50,000 yuan per square meter [2] - Shoukai Co. has secured a land parcel in Chaoyang District for a base price of 446 million yuan, with a floor price of about 81,000 yuan per square meter [3] Group 3: Sales Performance - Shimao Group reported a contract sales amount of approximately 1.806 billion yuan in August, with a sales area of about 153,100 square meters and an average sales price of 11,800 yuan per square meter [4] - Poly Developments achieved a signed contract amount of 18.015 billion yuan in August, with a signed area of 939,900 square meters, reflecting a year-on-year decrease of 25.07% in area and 18.54% in amount [5]
世茂集团:1-8月累计合约销售总额约173亿元
Xin Jing Bao· 2025-09-06 08:45
Core Viewpoint - Shimao Group Holdings Limited reported a contract sales amount of approximately 1.806 billion yuan in August 2023, indicating ongoing sales activity in the real estate market [1] Group 1: Sales Performance - In August 2023, Shimao Group's contract sales amounted to approximately 1.806 billion yuan, with a total sales area of 153,051 square meters and an average selling price of 11,803 yuan per square meter [1] - For the eight months ending August 31, 2023, the cumulative contract sales total reached approximately 17.316 billion yuan, with a cumulative sales area of 1.427 million square meters, resulting in an average selling price of 12,136 yuan per square meter [1]
世茂集团前8个月累计合约销售总额约为173.16亿元
Zhi Tong Cai Jing· 2025-09-05 09:33
Core Viewpoint - Shimao Group (00813) reported a cumulative contract sales amount of approximately RMB 17.316 billion for the eight months ending August 31, 2025, with a total contract sales area of 1.4268 million square meters [1] Group Performance - The average selling price for the period ending August 31, 2025, was RMB 12,136 per square meter [1] - In August 2025, the contract sales amount was approximately RMB 1.806 billion, with a sales area of 153,100 square meters [1] - The average selling price in August 2025 was RMB 11,803 per square meter [1]
世茂集团(00813)前8个月累计合约销售总额约为173.16亿元
智通财经网· 2025-09-05 09:20
Core Insights - Shimao Group (00813) reported a cumulative contract sales amount of approximately RMB 17.316 billion for the eight months ending August 31, 2025, with a total contract sales area of 1.4268 million square meters [1] - The average selling price during this period was RMB 12,136 per square meter [1] Sales Performance - In August 2025, the contract sales amount was approximately RMB 1.806 billion, with a sales area of 153,100 square meters [1] - The average selling price in August 2025 was RMB 11,803 per square meter [1]
世茂集团(00813.HK)1-8月累计合约销售总额173.16亿元
Ge Long Hui· 2025-09-05 09:16
Group 1 - The core point of the article is that Shimao Group (00813.HK) reported a cumulative contract sales amount of approximately RMB 17.316 billion for the eight months ending August 31, 2025, with a total sales area of 1,426,816 square meters [1] - The average selling price for the period was RMB 12,136 per square meter [1] - In August 2025, the contract sales amounted to approximately RMB 1.806 billion, with a sales area of 153,051 square meters [1] Group 2 - The average selling price in August 2025 was RMB 11,803 per square meter [1]
世茂集团(00813) - 截至2025年8月31日止八个月未经审核营运数据
2025-09-05 09:10
(於開曼群島註冊成立之有限公司) (股份代號: 813) 截至2025年8月31日止八個月 未經審核營運數據 世茂集團控股有限公司(「本公司」)董事會(「董事會」)謹此公佈本公司及其 附屬公司(統稱為「本集團」)截至2025年8月31日止八個月若干未經審核營運數 據如下: 上述銷售數據未經審核,乃根據本集團初步內部資料編製,鑒於收集該等銷售資料 過程中存在各種不確定因素,該等銷售數據與本公司按年度或半年度刊發的經審核 或未經審核綜合財務報表中披露的數字可能存在差異,因此上述數據僅供投資者參 考。投資者買賣本公司證券時務須謹慎行事,避免不恰當地倚賴該等資料。如有任 何疑問,投資者應尋求專業人士或財務顧問的專業意見。 代表董事會 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何 部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 香港,2025 年 9 月 5 日 於本公告日期,本公司董事會包括三位執行董事許世壇先生(主席及總裁)、謝琨 先生及趙軍先生;兩位非執行董事許薇薇小姐及邵亮先生;以及三位獨立非執行 ...
内房股午后走高 多地密集落地楼市新政 机构建议关注后续政策落地情况
Zhi Tong Cai Jing· 2025-09-05 06:34
Group 1 - The core point of the article highlights the positive movement in the Chinese real estate stocks, with notable increases in share prices for companies like Country Garden, Shimao Group, R&F Properties, and Sunac China [1] - Recent policy measures have been introduced across various cities to support the "Golden September and Silver October" sales window, aiming to stabilize and boost the real estate market [1] - Cities such as Shanghai, Suzhou, and Changchun have implemented new housing policies since late August, including easing purchase restrictions, lifting sales limits, and providing home purchase subsidies to lower buying costs and stimulate housing consumption [1] Group 2 - According to a report from Guotai Junan, the traditional marketing peak in September is expected to lead to an acceleration in property companies' sales efforts and increased discounting [1] - Core first-tier cities, represented by Beijing and Shanghai, have already introduced favorable policies such as relaxing purchase restrictions, with Shenzhen likely to follow suit [1] - The report suggests paying attention to the potential impact of overseas interest rate cuts and domestic macro monetary policy adjustments, as well as the implementation of urban renewal and land acquisition policies [1]
港股异动 | 内房股午后走高 多地密集落地楼市新政 机构建议关注后续政策落地情况
智通财经网· 2025-09-05 06:27
Group 1 - The core point of the article highlights the rise in share prices of Chinese real estate stocks, with notable increases for companies such as Country Garden (up 6.74%), Shimao Group (up 5.08%), R&F Properties (up 4.29%), and Sunac China (up 3.25%) [1] - Recent government policies across various cities are aimed at boosting the real estate market during the traditional sales peak of "Golden September and Silver October," with measures including relaxed purchase restrictions, cancellation of sales limits, and home purchase subsidies [1] - A report from Guotai Junan suggests that the acceleration of property launches and increased discounting by real estate companies is likely, especially with favorable policies being implemented in major cities like Beijing and Shanghai [1] Group 2 - The article indicates that cities such as Shanghai, Suzhou, and Changchun have introduced new real estate policies since late August, aimed at reducing home buying costs and stimulating housing consumption [1] - The report also emphasizes the potential for further easing of restrictions in Shenzhen, following the trend set by other major cities [1] - Attention is drawn to the implications of potential overseas interest rate cuts and domestic macro monetary policy adjustments, as well as the implementation of urban renewal and land acquisition policies [1]