Group 1 - China Jinmao has announced a significant personnel change with the appointment of Yan Long as the Deputy General Manager of the Headquarters Resource Expansion Center [1][3] - Yan Long, born in 1985 and a graduate of Peking University, has a strong background in real estate, starting his career at Longfor Group and later holding key positions at Sunshine City Group and China Communications Construction Company [3] - Since 2025, China Jinmao has increased its investment expansion efforts, with a total land acquisition amount reaching 33.9 billion yuan, ranking eighth in the industry, and focusing on core first- and second-tier cities [3] Group 2 - In the fourth quarter of 2025, China Jinmao successfully acquired two quality residential land parcels in Baoshan District, Shanghai, enhancing its core land reserves for the "Golden Abundance" product line [3] - The company has multiple key projects laid out in core cities across the country, indicating a strategic focus on urban investment opportunities [3]

Group 1 - Longfor Group reported a contract sales amount of 2.45 billion yuan in January 2026, along with the acquisition of two premium land parcels totaling 142,900 square meters at a land cost of 865 million yuan [1] - The company's operating revenue for January 2026 reached 2.43 billion yuan (including tax), reflecting a year-on-year growth of 5.1%, indicating sustained growth in its operational business [1] - Longfor Group's management emphasized that the continuous development of its operational and service business will be a key growth driver to navigate the challenges of the current market environment [1] Group 2 - The real estate industry is expected to shift towards high-quality development in residential projects and an increased focus on operational real estate as a mainstream trend [2] - Companies are anticipated to balance risks by investing in relatively stable operational real estate, enhancing their ability to withstand market cycles [2] - Major state-owned enterprises are likely to strategically increase their investments in operational real estate, transitioning towards a "development + holding" model [2]

土地储备方面，龙湖集团1月新增2块土地储备，分别为青岛胶州上海路地块（含住宅、商业两部分）及 无锡新吴区博西威地块，三块子地块权益比例均为100%。新增土地总占地面积6.59万平方米，总建筑 面积与权益建筑面积均为14.29万平方米，权益地价8.65亿元，平均单价6050元/平方米。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 根据公告内容，龙湖集团于2026年1月单月实现合同销售金额人民币24.5亿元，合同销售面积30.0万平方 米；归属公司股东权益的合同销售金额人民币16.6亿元，归属公司股东权益的合同销售面积23.1万平方 米。 2026年1月，龙湖集团实现经营性收入约人民币22.7亿元（含税金额约人民币24.3亿元）；其中运营收入 约人民币12.5亿元（含税金额约人民币13.5亿元），服务收入约人民币10.2亿元（含税金额约人民币10.8 亿元）。 观点网讯：2月9日，龙湖集团控股有限公司发布2026年1月未经审核营运数据及新增土地储备公告。 ...

Group 1 - Longfor Group reported a contract sales amount of 2.45 billion yuan in January 2026, along with the acquisition of two premium land parcels totaling 142,900 square meters, with a land cost of 865 million yuan [1] - The company's operating revenue for January 2026 reached 2.43 billion yuan (including tax), reflecting a year-on-year growth of 5.1%, indicating sustained growth in its operational business [1] - Longfor Group's management emphasized that the continuous development of operational and service businesses will be a key growth driver to navigate the challenges of the current market environment [1] Group 2 - Industry experts believe that the future trend will focus on high-quality development in residential projects and an increased emphasis on operational real estate businesses [1] - According to CICC, companies can achieve risk balance and enhance their ability to navigate market cycles by investing in relatively stable operational real estate [1] - It is anticipated that several large state-owned enterprises will strategically increase their focus on operational real estate, transitioning towards a "development + holding" model [1]

Group 1 - Longfor Group (00960.HK) achieved a contract sales amount of RMB 2.45 billion in January 2026, with a contract sales area of 300,000 square meters [1] - The contract sales amount attributable to shareholders was RMB 1.66 billion, with a sales area of 231,000 square meters [1] - As of February 9, 2026, Longfor Group's stock closed at HKD 10.5, up 2.24%, with a trading volume of 35.04 million shares and a turnover of HKD 373 million [1] Group 2 - Longfor Group's market capitalization is HKD 72.318 billion, ranking 11th in the real estate development II industry [2] - The company's return on equity (ROE) is 4.78%, significantly higher than the industry average of -17.15% [2] - Longfor Group's net profit margin is 6.72%, compared to the industry's -75.83% [2] - The company's gross profit margin stands at 12.63%, while the industry average is 22.87% [2] - Longfor Group's debt ratio is 61.3%, lower than the industry average of 66.76% [2]

北京商报讯（记者 李晗）2月9日，龙湖集团披露1月未经审核经营简报。简报显示，1月龙湖集团连同 其附属公司合同销售金额24.5亿元，合同销售面积30万平方米。 ...

于2026年1月，本集团新增两块土地储备，总建筑面积和权益建筑面积均为14.29万平方米，权益地价人 民币8.65亿元。 于2026年1月，本集团实现经营性收入约人民币22.7亿元(含税金额约人民币24.3亿元);其中运营收入约人 民币12.5亿元(含税金额约人民币13.5亿元)，服务收入约人民币10.2亿元(含税金额约人民币10.8亿元)。 龙湖集团(00960)发布公告，本集团于2026年1月单月实现合同销售金额人民币24.5亿元，合同销售面积 30.0万平方米;归属本公司股东权益的合同销售金额人民币16.6亿元，归属本公司股东权益的合同销售面 积23.1万平方米。 ...

Core Viewpoint - Longfor Group (00960) reported a significant contract sales performance for January 2026, indicating strong market activity and operational growth [1] Group 1: Contract Sales Performance - In January 2026, the company achieved a contract sales amount of RMB 2.45 billion, with a contract sales area of 300,000 square meters [1] - The contract sales amount attributable to the company's shareholders was RMB 1.66 billion, with an area of 231,000 square meters [1] Group 2: Operating Revenue - The company reported operating revenue of approximately RMB 2.27 billion for January 2026, with a tax-inclusive amount of approximately RMB 2.43 billion [1] - The operating revenue included approximately RMB 1.25 billion from operational income (tax-inclusive amount of approximately RMB 1.35 billion) and approximately RMB 1.02 billion from service income (tax-inclusive amount of approximately RMB 1.08 billion) [1] Group 3: Land Acquisition - In January 2026, the company added two new land reserves, with a total construction area and attributable construction area of 142,900 square meters [1] - The equity land price for these new reserves was RMB 865 million [1]

来源：滚动播报 龙湖集团公告，于2026年1月，本集团实现经营性收入约人民币22.7亿元（含税金额约人民币24.3亿 元）；其中运营收入约人民币12.5亿元（含税金额约人民币13.5亿元），服务收入约人民币10.2亿元 （含税金额约人民币10.8亿元）。本集团于2026年1月单月实现合同销售金额人民币24.5亿元，合同销售 面积30万平方米；归属本公司股东权益的合同销售金额人民币16.6亿元，归属本公司股东权益的合同销 售面积23.1万平方米。 ...

Core Insights - Longfor Group (00960.HK) reported a contract sales amount of RMB 2.45 billion in January 2026, with a contract sales area of 300,000 square meters [1] - The contract sales amount attributable to shareholders was RMB 1.66 billion, with an area of 231,000 square meters [1] - The company achieved operational revenue of approximately RMB 2.27 billion in January 2026, with a tax-inclusive amount of about RMB 2.43 billion [1] Sales Performance - The operational revenue included approximately RMB 1.25 billion from operational income (tax-inclusive amount of about RMB 1.35 billion) and RMB 1.02 billion from service income (tax-inclusive amount of about RMB 1.08 billion) [1] - The total contract sales area for January 2026 was 300,000 square meters, indicating a significant volume of transactions [1] Land Acquisition - In January 2026, Longfor Group added two new land reserves, with a total construction area and attributable construction area of 142,900 square meters [1] - The equity land price for these acquisitions was RMB 865 million [1]