金十数据整理：每日港股市场要闻速递（5月12日 周一） 重要新闻 1. 中方发布会：中美经贸高层会谈取得了实质性进展，达成了重要共识。 个股新闻 3. 龙湖集团(00960.HK)：4月合约销售额51.3亿元人民币，1-4月累计合约销售额220.8亿元人民币。 11. 荣昌生物(09995.HK)：国家药品监督管理局批准注射用维迪西妥单抗用于治疗HER2阳性且存在肝转 移的晚期乳腺癌在中国上市。 4. 广汽集团(02238.HK)：4月汽车销量11.64万辆，同比下降12.66%。 5. 中国海外发展(00688.HK)：1-4月累计合约物业销售金额达665.83亿元。 6. 中国金茂(00817.HK)：4月签约销售金额70.01亿元。 7. 世茂集团(00813.HK)：前4个月累计合约销售总额90.7亿元。 8. 中国海外宏洋集团(00081.HK)：4月实现合约销售额26.24亿元，同比下跌18.1%。 9. 丘钛科技(01478.HK)：4月手机摄像头模组销售3178.3万件，环比增加7.9%。 10. 石药集团(01093.HK)：SYH2046片获美国临床试验批准。 1. 宁德时代(临时代码) ...

智通财经5月9日电，龙湖集团4月合约销售额51.3亿元人民币，1-4月累计合约销售额220.8亿元人民币。 ...

4月30日，克而瑞发布2025年4月中国房地产企业销售TOP100榜单。1-4月，TOP100房企实现销售操盘金额10181.7亿元，同比降低6.7%，4月 单月规模回落至历史低位。保利发展、绿城中国、中海地产三家央企领跑全口径销售榜单，13家房企1-4月累计全口径销售金额突破200亿 元，其中，龙湖集团以221.2亿元跻身前列。 克而瑞指出，百强房企4月业绩环比降低10.4%，整体增长动能显著放缓，需求迎来阶段性瓶颈。在核心一二线城市中，北京、上海、深圳、 杭州、成都等热点城市受供给约束加剧，房屋成交环比有所下降。而部分弱二线及三四线城市受库存去化周期长、需求疲软等因素影响，成 交仍处低位。市场观望情绪浓厚，整体去化难言乐观。 面对市场下行压力，众多房企纷纷将目光聚焦即将到来的五一假期，试图抓住这一窗口期，通过一系列组合拳激发市场活力。一方面，房企 加速产品迭代升级，着力打造更贴合市场需求的刚需及改善型"好房子"；另一方面，借助灵活的价格策略与多样化促销手段，持续激发市场 潜在需求。据披露，多家头部房企都抓住五一节点，计划推出高品质项目，通过优惠与产品体验吸引客群，为后续市场注入新动能。 以龙湖为例，五一期 ...

"五一"小长假，热点城市的新房市场出现"点状"高温。 新房直降百万吸引成交、热点项目深夜不打烊、全国"单价地王"项目认购火爆......这个"五一"小长假， 火热的不仅是出游，还有热点城市的新房。 第一财经采访了解到，五一期间，在北京等全国多个重点城市，开发商都铆足劲大力推盘，优惠力度也 十分可观，有房企项目入市后去化效果较好，到假期结束时，首批推出房源已基本清完，目前正内部申 请提前加推。 新房市场的局部火热，很大程度上是受当下产品升级助推。当前，能在各地实现热销的楼盘，要么优惠 力度大性价比高，要么是在住宅"国标"升级带动下，项目设计、产品质量、得房率等都明显超过旧有楼 盘。 反观二手房市场，传统三四月"小阳春"旺季过后，市场出现一定惯性休整，但整体依然在企稳过程中。 机构报告显示，核心城市二手房市场维持一定活跃度，在挂牌量较高情况下，"以价换量"仍是市场主 流。 业内认为，2025年前四月，楼市销售初步企稳，四月政治局会议提出"持续巩固房地产市场稳定态势"， 对地产调节政策成效给予肯定。 "这个项目本身条件不错，加上五一推出优惠活动，假期成交量挺大的。"五一假期尾声，北京一位房产 销售在提及前述楼盘时表 ...

贵阳市观山湖区某楼 盘 每经记者 刘颂辉 摄 "五一"假期正式开始，全国楼市的抢客大战也徐徐展开。 0 1 "准备好了加班加点" 据招商蛇口徐州公司发布的消息，"五一"期间在公司各项目案场购买商办产品，最高赠送888克黄金，购买住宅最高赠送88克黄金。 比如，在招商序项目认购指定的房源即送88克黄金，购房享受116666元专属优惠礼金，同时购买住宅和车位即减少2万元房款。 广州多家楼盘也有花式折扣。广州地铁地产珑玥上城、科城新世代、凯德·中新里等多家房企推出数套限时秒杀特惠房，中建海丝城、康大龙祥汇等推出 多款特惠九八折活动。 信达地产华中区域公司为了抢抓"五一"市场机遇，提前部署全域营销策略，明确策划、销售、渠道等部门职责，细化指标达成路径，强化跨部门协作效 率。各一线营销团队全面动员，集体宣誓，以冲刺姿态迎战二季度关键节点。 金地集团相关负责人通过微信向每经记者介绍，"五一"期间，北方区域公司推出优惠购房好礼活动，如北京金地华萃西山墅项目，最高可享240万元折扣 优惠，同时到访就能领取戒台寺门票和家电等豪礼；金地天津时光印项目则推出京冀客户报销高铁票（最高120元/人）活动吸引周边客户到访；金地沈阳 中央 ...

Core Viewpoint - The China Securities Index for Hong Kong Real Estate (CSI Hong Kong Real Estate Index) has shown a decline of 1.97% over the past month, but an increase of 5.51% over the past three months and 1.84% year-to-date [1]. Group 1: Index Performance - The CSI Hong Kong Real Estate Index reported a value of 1462.70 points as of April 29 [1]. - The index is based on a sample of up to 50 eligible Hong Kong-listed companies that reflect the overall performance of the real estate sector [1]. Group 2: Index Holdings - The top ten weighted companies in the CSI Hong Kong Real Estate Index are: - Sun Hung Kai Properties (13.88%) - China Resources Land (12.3%) - Cheung Kong Property (8.74%) - China Overseas Land & Investment (8.05%) - Sino Land (4.68%) - Wharf Real Estate Investment (4.4%) - Henderson Land Development (4.15%) - Longfor Group (3.75%) - China Resources Mixc Lifestyle (3.35%) - Wharf Holdings (3.08%) [1]. Group 3: Market Composition - The CSI Hong Kong Real Estate Index exclusively comprises companies listed on the Hong Kong Stock Exchange, with a 100% representation [2]. - The index is entirely focused on the real estate sector, with a 100% allocation to this industry [3]. Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [3]. - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or when new companies meet the eligibility criteria for inclusion [3].

Core Insights - Longfor Group Holdings Limited released its 2024 Sustainable Development Report with the theme "Caring for Coexistence," detailing its strategies and achievements in the ESG (Environmental, Social, and Governance) domain [1] Group 1: ESG Ratings and Recognition - In 2024, Longfor Group's ESG management system was upgraded, achieving several international recognitions, including an MSCI ESG rating of A (the highest for mainland real estate companies) and a GRESB score increase of 6 points to 96 (four-star green rating) [2] - The company also received a B rating from CDP for carbon information disclosure and was included in the Hang Seng ESG Enhanced Index and the Hang Seng Low Carbon Index, highlighting its benchmark status in sustainable development [2] Group 2: Green Development and Quality Delivery - Longfor integrates green concepts throughout the project lifecycle, with 100% of new projects in 2024 meeting national green building standards, totaling over 130 million square meters of green building area [3] - The Tianjin Meijiang Tianjie TOD project achieved intelligent operation through digital systems like IBMS and EMS, earning a two-star green building certification [3] - The company established a three-tier quality control system for product delivery, delivering approximately 100,000 housing units across 43 cities, with 20% of projects completed ahead of schedule and a customer satisfaction rate of 90% [3] Group 3: Philanthropy and Employee Care - Longfor's philanthropic foundation focuses on "the elderly and children" and rural revitalization, contributing over 2 billion yuan and assisting more than 2.34 million people through projects like the Dianjiang rural revitalization initiative, recognized as an excellent case by China.com [4] - In terms of employee development, the company provided training for 39,000 individuals, totaling 2.04 million hours, including 92 safety production training sessions, establishing a comprehensive career development system [4] - Looking ahead, Longfor aims to continue leading with ESG principles, embodying the philosophy of "Caring for Your Lifetime" to contribute to urban development and improving people's livelihoods [4]

Core Insights - Longfor Group Holdings Limited emphasizes its commitment to sustainability through its 2024 Sustainable Development Report, focusing on compliance, public welfare, quality, industry collaboration, environmental coexistence, and human-centric approaches [1] Group 1: Financial Performance - In 2024, Longfor Group achieved a revenue of 127.47 billion yuan and paid taxes amounting to 14.3 billion yuan, with steady growth in its operations and services business [2] - The company has explored new development models in real estate, yielding initial positive results [2] Group 2: ESG Recognition - Longfor Group received high recognition for its ESG performance, achieving an MSCI ESG rating of A, the highest for mainland real estate companies, and a GRESB score of 96 out of 100, earning a four-star rating [2] - Sustainalytics rated the company as "low risk," and its CDP carbon disclosure received a B rating [2] Group 3: Carbon Reduction Initiatives - The company is a pioneer in digital transformation within the real estate sector, actively responding to carbon reduction policies and establishing a "dual carbon digital management system" [3] - Longfor Group has set clear carbon reduction goals and utilizes a digital dashboard to manage carbon emissions and energy effectively [3] Group 4: Quality and Sustainable Development - Longfor Group integrates green and sustainable principles throughout its project lifecycle, achieving 100% compliance with national green building standards for new projects in 2024 [4] - The company delivered approximately 100,000 quality housing units across 43 cities, with a customer satisfaction rate of 90% [4] Group 5: Employee Welfare - Longfor Group prioritizes employee development, with 39,931 individuals trained in 2024, achieving a 100% training coverage rate [5] - The company offers comprehensive employee benefits, including commercial insurance and health check-ups, while maintaining a three-tier safety management system [6] Group 6: Philanthropy and Community Engagement - Since its establishment in 2020, Longfor Public Welfare Foundation has launched various projects addressing the needs of different age groups, including health assistance for children and educational support for rural areas [7] - The foundation has received accolades for its philanthropic efforts, including recognition as a top volunteer service brand in China [7]

A股三大指数早盘集体上涨，截至午盘，沪指涨0.15%，深证成指涨0.87%，创业板指涨1.07%，北证50 指数涨1.11%。全市场半日成交额7331亿元，较上日同期缩量469亿元。全市场超3800只个股上涨。 盘面上，房地产板块早盘走高， 大龙地产3分钟内直线涨停 。电力板块延续活跃，华银电力封板。 光模块、铜缆高速连接等AI硬件方向亦表现强势，仕佳光子、致尚科技涨超10%。创新药板块早盘 局部调整，江苏吴中跌停。 港股方面，恒生指数和恒生科技指数均高开高走，截至午间收盘，恒指涨1.36%，恒生科技指数涨 1.87%，国企指数涨1.29%。地产股集体走高，金辉控股盘中最高涨超80%。 地产板块再度走强 大龙地产直线涨停 地产板块25日盘中再度走强。截至午间收盘，A股南国置业、世联行、渝开发、大龙地产纷纷涨停。 大 龙地产自9时56分起直线拉升，3分钟内封住涨停。 港股市场，金辉控股盘中一度涨超80%，截至发稿涨超43%。融信中国涨超17%，远洋集团涨超11%， 中梁控股、龙湖集团等跟涨。 | | 09993 金辉控股 | | | 3.230 | +0.980 | | --- | --- | --- | -- ...

在环境方面，龙湖集团肩负"绿色使命"，主动设立节能减排目标，即"到2030年，集团单位面积碳排放 强度降低15%"。 截至2024年底，龙湖集团满足国家绿建标准的项目达590个，建筑面积累计超过1.3亿平方米。 4月25日早间，龙湖集团发布2024可持续发展报告。这是龙湖集团自2020年以来发布的第五份独立可持 续发展报告。 报告显示，得益于在环境、社会及管治多维度的稳步提升，龙湖集团获得国内外权威机构的高度认可： MSCI ESG评级获得内房最高评级A级；全球房地产可持续评估体系GRESB评级提升至96分，获得绿色 四星级；Sustainalytics保持"低风险"评级；入选恒指ESG增强指数、恒指ESG增强精选指数、恒指ESG 指数、恒指低碳指数、恒生气候变化1.5°C目标指数。 在公司治理方面，2024年，龙湖集团在全国43个城市共交付超120个项目，约10万套房源，20%的项目 实现提前交付。年内，客户总体满意度达90%。 2024年，龙湖集团围绕已发现的重大风险点，面向高管及关键管理岗位员工开展了2场风险管理培训， 参与人数超过100人，有效提升员工风险管理意识，增强关键岗位员工风险管理水平。 每年 ...