本文源自：金融界AI电报 龙湖集团公告，截止2025年11月末，集团累计实现总合同销售金额593.9亿元，合同销售面积473.9万平 方米，11月单月实现总合同销售金额36.4亿元，合同销售面积35万平方米；11月单月实现归属本公司股 东权益的合同销售金额25.2亿元，归属本公司股东权益的合同销售面积25.6万平方米。11月单月总合同 销售金额分区域统计结果：西部10.6亿元，环渤海9.2亿元，长三角10.3亿元，华中3.7亿元，华南2.6亿 元。集团实现经营性收入约244.2亿元（含税金额约260.3亿元）；其中运营收入约129.4亿元（含税金额 约138.5亿元），服务收入约114.8亿元（含税金额约121.8亿元）。 ...

格隆汇12月9日丨龙湖集团(00960.HK)公告，截止2025年11月末，集团累计实现总合同销售金额人民币 593.9亿元，合同销售面积473.9万平方米，11月单月实现总合同销售金额人民币36.4亿元，合同销售面 积35.0万平方米；11月单月实现归属公司股东权益的合同销售金额人民币25.2亿元，归属公司股东权益 的合同销售面积25.6万平方米。 截止2025年11月末，集团实现经营性收入约人民币244.2亿元(含税金额约人民币260.3亿元)；其中运营 收入约人民币129.4亿元(含税金额约人民币138.5亿元)，服务收入约人民币114.8亿元(含税金额约人民币 121.8亿元)。 ...

截止2025年11月末，该集团实现经营性收入约人民币244.2亿元(含税金额约人民币260.3亿元);其中运营 收入约人民币129.4亿元(含税金额约人民币138.5亿元)，服务收入约人民币114.8亿元(含税金额约人民币 121.8亿元)。 龙湖集团(00960)公布，截止2025年11月末，该集团累计实现总合同销售金额人民币593.9亿元，合同销 售面积473.9万平方米，11月单月实现总合同销售金额人民币36.4亿元，合同销售面积35.0万平方米;11月 单月实现归属公司股东权益的合同销售金额人民币25.2亿元，归属公司股东权益的合同销售面积25.6万 平方米。 ...

截止2025年11月末，该集团实现经营性收入约人民币244.2亿元(含税金额约人民币260.3亿元);其中运营 收入约人民币129.4亿元(含税金额约人民币138.5亿元)，服务收入约人民币114.8亿元(含税金额约人民币 121.8亿元)。 智通财经APP讯，龙湖集团(00960)公布，截止2025年11月末，该集团累计实现总合同销售金额人民币 593.9亿元，合同销售面积473.9万平方米，11月单月实现总合同销售金额人民币36.4亿元，合同销售面 积35.0万平方米;11月单月实现归属公司股东权益的合同销售金额人民币25.2亿元，归属公司股东权益的 合同销售面积25.6万平方米。 ...

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份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。 二零二五年十一月未經審核營運數據 龍 湖 集 團 控 股 有 限 公 司（「本公司」，連 同 其 附 屬 公 司 統 稱「本集團」）董 事 會（「董事會」）公 佈，截 止 二零二五年十一月末，本集團累計實現總合同銷售金額人民幣593.9億元，合同銷售面積473.9萬平 方米，十一月單月實現總合同銷售金額人民幣36.4億元，合同銷售面積35.0萬平方米；十一月單月 實現歸屬本公司股東權益的合同銷售金額人民幣25.2億元，歸屬本公司股東權益的合同銷售面積 25.6萬平方米。 二零二五年十一月單月總合同銷售金額分區域統計結果如下： | 單位：億元人民幣 | 西 部 | 環渤海 | 長三角 | 華 中 | 華 南 | | --- | --- | --- | --- | --- | --- | | 合同銷售金額 | 10.6 | 9.2 | 10.3 | 3.7 | 2.6 | 截止二零二五年十一月末，本集團實現 ...

Core Viewpoint - The successful early delivery of Longfor's Yuhujing Phase II project reflects a shift in the industry towards tangible product quality and verifiable commitments, rather than mere promises [1] Group 1: Project Delivery and Market Response - Yuhujing has been well-received in the market since its launch, indicating strong consumer confidence and recognition of the project [2] - The early completion of Yuhujing Phase II, one year after the successful delivery of Phase I, showcases Longfor's commitment to innovation and quality in high-end residential development [2] Group 2: Design and Quality Features - Yuhujing incorporates luxury design elements inspired by the yacht brand RIVA, emphasizing a pursuit of quality through material selection, such as the use of beige stone paint and champagne-colored aluminum [4] - The project features a customized urban luxury hotel-style landscape, designed with a "jewelry luxury aesthetic," and includes a 900 square meter luxury clubhouse inspired by Waldorf Astoria [5] Group 3: Commitment to Long-term Living Experience - Longfor has focused on enhancing long-term living experiences by investing in craftsmanship and essential features, such as simplified wall designs based on extensive homeowner research [8] - A rigorous quality control system ensures that every detail, from design to execution, meets high standards, with meticulous checks conducted throughout the construction process [9] Group 4: Comprehensive Service System - Longfor's "New Heart, Smart Delivery" system expands the delivery experience from physical space to lifestyle, offering over 40 customized services based on homeowner insights [11] - This approach signifies a shift from merely delivering homes to providing a holistic, high-quality community living experience, enhancing the value of the project [11] Group 5: Ecosystem and Collaborative Development - Longfor has established a robust ecosystem in Beijing, with multiple service channels that enhance the living experience for homeowners, demonstrating resilience and comprehensive service capabilities [12] - The early delivery of Yuhujing Phase II exemplifies the synergy of Longfor's development, operation, and service strategies, contributing to a high-quality living environment for residents [13]

来源：环球网 12月5-6日，由龙湖集团精心打造的"与湖欢宴 星厨筵选"龙湖美食节活动，在成都滨江天街隆重举行。 本次活动汇聚8家米其林星级与必比登推介餐厅、非遗老字号及人气主厨，为成都市民呈现了一场融合 美食、文化与幸福的味觉盛宴。千余位嘉宾现场品尝米其林美食，共享欢乐。 继今年9月龙湖在武汉举办的"与湖造浪"音乐节后，龙湖在成都以"与湖欢宴"为主题，深入城市的松弛 脉络与烟火日常，以美食为纽带，打造了属于一场成都人自己的米其林。"与湖"成为龙湖在各城市落地 的、链接龙湖会员的系列活动IP。 活动特邀包括米其林一星餐厅柴门荟、谧寻茶室，米其林必比登推介餐厅南翔馒头店、陈麻婆豆腐、年 丰饭店，以及米其林指南入选餐厅辛厨房、蜀府宴、且芳香等八家知名餐饮品牌。同时，承载城市记忆 的非遗传承店小名堂担担甜水面与地道街头小吃彭记蛋烘糕也共同亮相，既有蜀地文化的餐厅标杆蜀府 宴，也有3元一份亲民价格的陈麻婆豆腐，让成都市民一次性品尝各类米其林，同时展现出成都丰富多 元的饮食文化。 互动体验惊喜连连 抽奖环节贯穿活动始终，奖品丰厚实用，包括龙湖优选珑珠券、龙湖冠寓3天随心住及龙湖天街珑珠券 等，现场气氛热烈，惊喜不断。 ...

消息面上，摩根大通表示，房地产板块仍是主要风险点。市场未能实现"止跌回稳"，销售和投资持续下 滑。万科的境内债展期申请严重打击了市场情绪，引发了对私营开发商融资收紧的担忧。在此背景下， 分析师仅看好正在向租赁模式转型、拥有大量未抵押投资性物业的龙湖集团。 该机构建议投资者在中国信贷市场采取精选策略，首选基本面稳健且资产负债表强劲的TMT公司（如 阿里巴巴、微博）；对于国企，尽管利差收窄，但技术面支撑强劲，建议关注防御性标的（如中国化 工）；房地产板块因万科延期支付引发担忧，情绪脆弱，仅维持对正在向租赁模式转型的龙湖集团的增 持评级。 来源：金吾财讯 金吾财讯 | 内房股受挫，截至发稿，中国海外宏洋集团(00081)跌8.93%，中国金茂(00817)跌8.76%，绿 城中国(03900)跌5.45%，中梁控股(02772)跌5.13%，越秀地产(00123)跌3.19%，美的置业(03990)跌 3.02%，龙湖集团(00960)跌2.93%，旭辉控股集团(00884)跌2.69%，远洋集团(03377)跌2.65%，华润置地 (01109)跌2.53%。 其表示，房地产市场"止跌回稳"未在2025年实现，销 ...

Group 1 - The real estate sector in China is facing significant challenges, with major companies like China Overseas Grand Oceans Group and China Jinmao experiencing declines of 8.93% and 8.76% respectively [1] - Morgan Stanley indicates that the real estate sector remains a primary risk point, with ongoing declines in sales and investment, and the market has not achieved a "stop falling and stabilize" condition [1][2] - Vanke's application for domestic bond extension has severely impacted market sentiment, raising concerns about the tightening financing environment for private developers [1][2] Group 2 - Analysts are optimistic about Longfor Group, which is transitioning to a rental model and possesses a significant amount of unencumbered investment properties [1] - The recommendation for investors is to adopt a selective strategy in the Chinese credit market, favoring TMT companies with strong fundamentals and balance sheets, such as Alibaba and Weibo [1] - Despite narrowing spreads for state-owned enterprises, there is strong technical support for defensive stocks like China National Chemical Corporation [1]

Group 1 - The Hong Kong real estate stocks have seen a significant decline, with China Jinmao dropping nearly 9% and China Overseas Grand Oceans Group falling 8% [1] - Other notable declines include Zhongliang Holdings down over 5%, Greentown China down 4.77%, and several other companies like Longfor Group and Yuyuan Property down over 3% [1] - Morgan Stanley suggests a selective investment strategy, highlighting a clear risk differentiation in the Chinese credit market, with the TMT sector showing good quality while the real estate sector remains under severe pressure [1] Group 2 - The real estate market is not expected to stabilize until 2025, with ongoing declines in sales and investment [1] - Vanke's attempt to extend domestic bond maturities has led to significant drops in both offshore and onshore bond prices, raising concerns about the financing environment for private developers [1] - The effects of policy easing have been limited, and there remains substantial inventory pressure in the market [1]