股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | | | 致：香港交易及結算所有限公司 公司名稱: 華潤置地有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01109 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 8,000,000,000 | HKD | | 0.1 | HKD | | 800,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 8,000,000,000 | HKD | | 0.1 | HKD | | 800,000,000 | 本月底法定/註冊股本總額： HKD 800,000,000 第 ...

（文章来源：新华财经） "上海依托其核心城市地位、经济活力及全球资源吸附力，持续为楼市构筑深厚根基。"中指研究院上海 企业常务副总经理程宇认为，面对市场的结构性分化与周期性调整，房企更需坚守核心价值逻辑：聚焦 核心区域，以创新理念与极致产品力锻造真正经得起市场检验的"好房子"。唯有如此，方能有效承接政 策红利，穿越市场周期，共同推动上海房地产市场迈向更高质量、更可持续的稳定发展新阶段。 新华财经上海8月1日电中指研究院表示，今年以来，上海房地产市场头部房企格局稳定，保利发展持续 领跑。数据显示，1-7月，上海TOP20房企合计实现销售额2581.8亿元，销售面积362.2万平方米。保利 发展以280.7亿元销售额稳居金额榜首位，招商蛇口（258.4亿元）、华润置地（251.6亿元）紧随其后， 前三甲格局稳固。销售面积方面，招商蛇口（46.6万平方米）、保利发展（38.1万平方米）、华润置地 （29.7万平方米）占据前三。 ...

Core Insights - The core point of the article is the summary of the land auction results in Hangzhou for July, highlighting the competitive bidding for residential land and the trends in the real estate market, particularly the shift towards quality projects and the participation of private enterprises in land acquisition [1][3][10]. Group 1: Land Auction Results - On July 29, three residential land parcels were successfully auctioned in Hangzhou, marking the conclusion of the July land auction [1]. - The most competitive bidding occurred for the Shiqiao unit in Gongshu District, where Weixing Real Estate won the bid with a total price of 1.913 billion yuan and a floor price of 19,627 yuan per square meter, reflecting a premium rate of 28.13% [1][2]. - The total amount for the eight residential land parcels auctioned in July reached approximately 10.2 billion yuan, indicating a relatively stable market compared to the intense competition in the first half of the year [3][10]. Group 2: Market Trends - The land market in Hangzhou is experiencing a division, with core area quality land being highly sought after while non-core areas continue to see low premium transactions [3][11]. - Private enterprises have shown a strong willingness to acquire land, with five private companies successfully obtaining six parcels in July, including two by Binjiang Group [4][10]. - The trend of enhancing product quality is evident, with developers being pushed to improve design capabilities and meet higher standards due to the introduction of quality improvement pilot projects [3][11]. Group 3: Developer Participation - Notably, the successful bidders in July included several private companies such as Greentown China, Weixing Real Estate, and others, indicating a robust presence of private developers in the market [4][10]. - Weixing Real Estate emphasized its commitment to the Hangzhou market, stating that this acquisition is part of its strategy to maintain steady growth and risk control [9][10]. - The participation of non-local companies, such as Zhongde Tiancheng Construction Group, reflects a broader trend of external developers entering the Hangzhou market [5][10].

Core Viewpoint - The real estate market in China is experiencing a significant downturn, with the top 100 real estate companies reporting a total sales revenue of 20,730.1 billion yuan from January to July 2025, reflecting a year-on-year decline of 13.3% [1] Group 1: Sales Performance - In July 2025, the sales revenue of the top 100 real estate companies also saw a decline, with a year-on-year drop of 18.2% [1] - The average sales revenue for the top 10 real estate companies in the first seven months was 1,010.3 billion yuan, down 13.6% year-on-year [2] - Among the top 20 real estate companies, only seven firms, including Jianfa Real Estate and Yuexiu Property, reported an increase in sales, while the rest experienced varying degrees of decline [2][3] Group 2: Company Rankings and Changes - Companies like Jindi Group and New Town Holdings saw their sales drop by over 50%, causing them to fall out of the top 20 rankings [3] - Poly Developments, China Overseas Property, and China Resources Land experienced sales declines between 10% and 20%, aligning with industry trends [4] - The top 20 real estate companies saw a reshuffling in rankings, with nine companies improving their positions, while six companies, including Vanke and Longfor Group, saw their rankings decline [4] Group 3: Future Market Outlook - The Central Political Bureau's recent meeting emphasized maintaining policy continuity and stability, suggesting that more supportive measures may be introduced to stabilize the market [5] - The new housing market is expected to continue experiencing low transaction volumes in August, with significant differentiation between cities and projects [5]

导 读 ☉ 文／克而瑞研究中心 | | | | 2025年1-7月 ·中国房地产企业 | | 日完重 · 原田家 · | | --- | --- | --- | --- | --- | --- | | | | | 肖售榜TOP100 | | | | 排名 | 企业简称 | 全口径金额 (亿元) | 排名 | 企业简称 | 权益金额 (亿元) | | 1 | 保利发展 | 1632.0 | 1 | 保利发展 | 1286. 1 | | 2 | 中海地产 | 1319.5 | 2 | 中海地产 | 1213.9 | | 3 | 华润置地 | 1236.0 | 3 | 辛海置地 | 849.2 | | 4 | 招商蛇口 | 1045.2 | 4 | 招商蛇口 | 716.0 | | 5 | 绿城中国 | 857.0 | 5 | 绿城中国 | 581.0 | | 6 | 万科地产 | 821. 1 | 6 | 建发房产 | 576.6 | | 7 | 建发房产 | 770. 3 | 7 | 万科地产 | 533.7 | | 8 | 越秀地产 | 675.0 | 8 | 中国金茂 | 426. 4 | | 9 | 中国 ...

7月29日，西湖区三墩单元、拱墅区石桥单元和临平区星桥单元等3宗涉宅地块顺利完成出让，宣告杭州7月土拍收官。 在当日的土拍中，拱墅区石桥单元地块竞争最为激烈，经过43轮竞价，最终由伟星房产以总价19.13亿元、楼面价19627元/平方米、溢价率28.13%竞得；拱 墅区石桥单元地块则被"华润置地+杭地发展+杭州地铁"联合体以底价竞得。这两宗地块均属于杭州市住宅品质提升试点项目。 | | | | | | 【杭州】7月29日土拍结果 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 地块编号 | 地块位置 | 建设用地面 规划建筑面 积(m2) | 积(m³) | 容积率 | 用地 性质 | 起始价 (万元) | 成交总价 (万元) | 成交楼面价 (元/m²) | 深似率 | | 杭政储出 [2025]93号 | 三墩单元 XH010101-14地块 | 89157.17 | CHE 205061.5 | 2.30 | 综合用地 (含住宅) | 268463 | 268463 | 13092 | 0.00% | | ...

Group 1: Real Estate Development - Beijing has released a list of five plots of land for residential development, covering approximately 13 hectares and a building scale of about 240,000 square meters, which will be supplied in the near future [1] - China Resources Land is transferring 1% equity of Hubei Urban Renewal Group with a base price of 1 yuan, the group has a registered capital of 2.525 billion yuan and is primarily engaged in real estate development [2] - Yunnan City Investment announced the resignation of its chairman, Kong Weiran, who will no longer hold any position within the company or its subsidiaries [3] Group 2: Financial Activities - Vanke A has approved a loan of up to 869 million yuan from Shenzhen Metro Group, with related directors abstaining from the vote [4] - Jianfa Real Estate announced that its publicly issued corporate bonds (second phase) amounting to 500 million yuan will be redeemed and delisted on August 8, 2025, with a current balance of 70 million yuan and a coupon rate of 3.5% [5]

【1】北京发布2025年第六轮拟供商品住宅用地清单 7月30日，北京市规划和自然资源委员会发布了2025年第六轮拟供应商品住宅用地清单，共涉及5宗地， 土地面积约13公顷，建筑规模约24万平方米，上述用地拟于近期供应。 7月30日，云南城投发布公告称，公司董事会于近日收到孔薇然提交的书面辞职报告。孔薇然因工作调 整，申请辞去公司董事长（法定代表人）、董事及董事会下设各专门委员会委员等职务，辞职后将不再 担任公司任何职务。截至本公告披露日，孔薇然未持有公司股票。 此外，孔薇然不再在云南城投及其控股子公司任职，且不存在未履行完毕的公开承诺。 【4】万科A：深铁集团向公司提供不超过8.69亿元借款 7月30日，万科A发布公告称，公司第二十届董事会第二十次会议审议通过关于深铁集团向公司提供不 超过8.69亿元借款的议案。关联董事辛杰、黄力平和雷江松回避表决，其他董事均投赞成票。该议案无 需提交股东大会审议。 【5】建发房产5亿元公司债券8月8日兑付及摘牌 从区域分布来看，中心城区4宗（朝阳区、海淀区各2宗）、生态涵养区1宗（门头沟区），分别为朝阳 区太阳宫新区D区CY00—0215—0627地块；朝阳区呼家楼南里CY ...

Group 1 - The largest Vanke City in East China, covering approximately 250,000 square meters, is under construction and is expected to be completed by the end of this year [1][2] - The project features a total of 6 above-ground floors and 4 underground floors, integrated with Metro Lines 5 and 10, creating a TOD landmark [1][2] - The architectural design incorporates elements from Nanjing's rich cultural heritage, including inspirations from the ancient city wall bricks, Nanjing paper-cutting, and Jinling folding fans [1][2] Group 2 - The project is part of a larger commercial complex that includes a total area of 1 million square meters, with Vanke City being one of the top three commercial spaces in Nanjing's history [2] - It aims to attract around 600 shops across various sectors such as shopping, dining, family activities, beauty, entertainment, fitness, and art, catering to consumers of all ages [2] - The strategic location of Vanke City in the heart of the Southern New City is expected to consolidate business hubs, commercial prosperity, transportation networks, and cultural resources [2][3] Group 3 - The Southern New City management is focused on enhancing consumer experiences by promoting the historical, cultural, and social values of the airport runway area [3] - The initiative aims to strengthen the economy by attracting flagship stores and hosting various events, positioning the Southern New City as a preferred destination for major city events and trendy consumer activities [3]

商报讯(记者周坚洪)7月29日，杭州成功出让了3宗涉宅地块，分别位于西湖三墩、临平星桥和拱墅华 丰，一共揽金50.346亿元。 从结果来看，板块之间的冷热分化仍旧在持续。虽然华丰地块刷出了28.13%的高溢价，但是星桥和三 墩地块都是低价成交，延续了此前郊区地块无人竞争的情况。 与此同时，分化从板块之间开始蔓延到了板块内部。就算是同一个板块，由于地段、配套、条件的差 异，地块热度也大有不同。 华丰短时间内地价出现回涨 这次华丰推出的杭政储出[2025]94号地块，位于整个板块的中心区域，就在华丰路与华中路交界处的西 侧，距离地铁3号线华丰路站仅300米，步行可达。到东面的拱墅吾悦广场约900米，到北面的西子丁兰 广场约1公里，到丁桥天街约1.7公里，都非常方便。 94号地块占地面积51304平方米，容积率1.9，地上可建面积97478平方米。整宗地块地形方正，体量庞 大，容积率低，西面又有河道，非常适合打造大型改善型小区，因此吸引了不少房企的关注。 该地块起拍楼面价15318元/平方米，整个出价过程持续了90分钟，最终经过43轮报价，由伟星以191317 万元的总价竞得，折合楼面价19626元/平方米，溢价率 ...