截至2025年8月底，集团累计实现合同销售金额约人民币304.7亿元，同比减少13.04%;累计合同销售面 积约92.2万平方米，合同销售均价约人民币33050元/平方米。 智通财经APP讯，融创中国(01918)发布公告，2025年8月，本集团实现合同销售金额约人民币53.9亿 元，同比减少26.67%;合同销售面积约13.0万平方米，合同销售均价约人民币41460元/平方米。 ...

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 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 融創中國控股有限公司（「本公司」） 呈交日期: 2025年9月4日 | 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) | 01918 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 15,000,000,000 | HKD | | 0.1 HKD | | 1,500,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 15,000,000,000 | HKD | | 0.1 HKD | | 1,500,000,000 | 本月底法定/註冊股本總額： HKD 1,500,000, ...

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。 SUNAC CHINA HOLDINGS LIMITED 2025年8月，本集團實現合同銷售金額約人民幣53.9億元，合同銷售面積約13.0萬平 方米，合同銷售均價約人民幣41,460元/平方米。 截至2025年8月底，本集團累計實現合同銷售金額約人民幣304.7億元，累計合同銷 售面積約92.2萬平方米，合同銷售均價約人民幣33,050元/平方米。 上述銷售數據未經審核， 乃根據本集團初步內部資料編製， 鑒於收集該等銷售數據 過程中存在各種不確定性因素， 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需謹慎行事，避免不恰當地依賴該等資料。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。 承董事會命 融創中國控股有限公司 主席 孫宏斌 香港，2025年9月4日 融創中國控股有限公司 （於開 ...

Core Viewpoint - The Chinese real estate sector is experiencing a positive shift due to recent policy changes aimed at stimulating urban development and easing purchasing restrictions in major cities, which is expected to boost transaction volumes in the fourth quarter [1] Group 1: Stock Performance - Several real estate stocks saw significant gains, with Sunac China (01918) up 5.92% to HKD 1.61, China Overseas Grand Oceans Group (00081) up 5.31% to HKD 2.38, Longfor Group (00960) up 2.27% to HKD 10.82, and Vanke Enterprises (02202) up 2.26% to HKD 5.43 [1] Group 2: Policy Impact - The release of the "Opinions on Promoting High-Quality Urban Development" by the Central Committee of the Communist Party of China and the State Council on August 28 emphasizes activating urban resource potential and improving housing safety management, which are closely related to the real estate sector [1] - Recent policy relaxations in Beijing and Shanghai regarding purchasing restrictions outside the Fifth Ring Road are expected to further stimulate the market [1] Group 3: Market Outlook - According to Guotai Junan Securities, the removal of purchasing limits in key areas is anticipated to lead to a rebound in real estate transaction volumes in the fourth quarter, contributing to a stabilization of the sector's fundamentals [1] - The current low valuation of the real estate sector presents an opportunity for investors to accumulate shares, particularly in companies that are well-managed and positioned to benefit from potential policy advantages [1] - Recommended companies are those focusing on core first and second-tier cities, emphasizing improved product offerings and possessing sustainable land acquisition capabilities [1]

Group 1 - Some Chinese property stocks experienced an afternoon rally on September 1, with notable increases in share prices [1] - Sunac China Holdings (01918.HK) rose by 5.92%, reaching HKD 1.61 [1] - China Overseas Grand Oceans Group (00081.HK) increased by 5.31%, trading at HKD 2.38 [1] - Longfor Group (00960.HK) saw a rise of 2.27%, priced at HKD 10.82 [1] - Vanke Enterprises (02202.HK) gained 2.26%, with shares at HKD 5.43 [1]

Core Viewpoint - The recent policy changes in major cities like Beijing and Shanghai, aimed at stimulating the real estate market, have led to a rise in stock prices of several property companies, indicating a potential recovery in the sector [1] Group 1: Market Performance - Several property stocks saw significant gains, with Sunac China rising by 5.92% to HKD 1.61, China Overseas Grand Oceans increasing by 5.31% to HKD 2.38, Longfor Group up by 2.27% to HKD 10.82, and Vanke Enterprises climbing by 2.26% to HKD 5.43 [1] Group 2: Policy Impact - The release of the "Opinions on Promoting High-Quality Urban Development" by the Central Committee of the Communist Party and the State Council on August 28 emphasizes activating urban resource potential and improving housing safety management, which are closely related to the real estate sector [1] - The recent relaxation of purchase restrictions outside the Fifth Ring Road in Beijing and the outer ring in Shanghai is expected to boost transaction volumes in the real estate market, particularly in the fourth quarter [1] Group 3: Investment Recommendations - Guotai Junan Securities suggests that the current low valuations in the real estate sector present a buying opportunity, recommending investors to consider property stocks [1] - The report highlights developers with stable operations and potential benefits from favorable policies, particularly those focusing on core first and second-tier cities and offering improved housing products [1]

Group 1: Sales Performance of Real Estate Companies - The top 10 real estate companies in China achieved a total sales amount of 705.3 billion yuan from January to August 2025, representing an 8% year-on-year increase [8] - The sales amounts for the top 100 real estate companies reached 28.2 billion yuan, with a significant decline in the threshold values for the top 30 and 50 companies, which decreased by 10% and 18% respectively [8] Group 2: Policy Changes and Market Impact - Beijing and Shanghai have optimized their housing purchase restrictions in non-core areas, but these changes have not significantly impacted the real estate market [10][11] - The adjustments in purchase policies allowed for increased buying capacity for eligible families in non-core areas, yet the immediate sales results did not show a notable increase [14][15] Group 3: Land Supply and Market Dynamics - The focus of real estate policy has shifted from "incremental expansion" to "stock quality improvement," with a trend towards re-supplying previously unsold or stored land through regulatory adjustments [16] - In August, significant land transactions occurred in Shenzhen and Ningbo, with a notable land deal in Shenzhen reaching a total price of 8.64 billion yuan, setting a record for the year [17][18]

Core Viewpoint - The sales performance of the top 100 real estate companies in China for the first eight months of 2025 shows a significant decline, with total sales amounting to 23,270.5 billion yuan, a year-on-year decrease of 13.3% [3][5]. Group 1: Sales Performance - The total sales of the top 100 real estate companies from January to August 2025 reached 23,270.5 billion yuan, with a year-on-year decline of 13.3% [3]. - The equity sales amount for the top 100 companies was 16,275.2 billion yuan, with an equity sales area of 83.828 million square meters [3]. - The top five companies by sales in the first eight months were Poly Development (181.2 billion yuan), Greentown China (156.3 billion yuan), China Overseas Property (150.3 billion yuan), China Resources Land (142.5 billion yuan), and China Merchants Shekou (124.05 billion yuan) [3][4]. Group 2: Market Dynamics - August is typically a slow sales month for the real estate market, with a reported 30% decrease in supply and a 12% month-on-month decline in transaction volume across 30 monitored cities [4][5]. - In August, the top 100 real estate companies achieved sales of 207.04 billion yuan, reflecting a month-on-month decrease of 1.9% and a year-on-year decrease of 17.6% [5]. - Despite the overall decline, 33% of the top 100 companies reported month-on-month sales growth in August, with 21 companies experiencing growth exceeding 30% [5]. Group 3: Future Outlook - The industry anticipates a potential recovery in September, driven by policy adjustments such as "recognizing houses but not loans" and lowering down payment ratios in major cities [6]. - The traditional peak sales season in September is expected to boost new home transaction volumes, with a gradual recovery in market confidence [6].

文字原创丨美筑家居 以后房地产市场会怎么走，房价到底是涨还是跌，不管是不是行内人，估计都在关注这个问题。 不少专家和大佬都曾经发表过自己的预测，但要说谁看得最准，可能还是那些真正在行业里深耕多年的人。 最近，万科创始人王石又谈了他对楼市的判断。 可现在回头看，这些提醒都一一应验。 要知道，早在2016年他就提出"房住不炒"，当时很多人不以为然； 2018年他又喊出"活下去"，也被不少人当作危言耸听。 所以这回他发声，行业内格外关注，如果不出意外，这回大概率又是对的。 王石预言了这几个观点： ①房地产的调整不是短时间能完成的，得花上好几年的时间才能恢复。 目前房价相比高点已经跌了不少，有些地方甚至接近腰斩。 但是如果大家的收入没起来、就业不稳定，对未来的预期还是不乐观，那楼市回暖就还早。 他建议普通人别急着抄底，再观望观望更稳妥。 | 排名 | 企业简称 | (亿元) | 排名 | 企业简称 | (万平方米) | | --- | --- | --- | --- | --- | --- | | 1 | 保利发展 | 1807. 2 | 1 | 保利发展 | 994.9 | | 2 | 中海地产 | 1535. 2 ...

上半年亏损128亿，同比减少14% 上半年，融创中国的主要收入来源，主要是销售住宅及商业物业、文旅城建设及运营、物业管理及其他 业务。其中，物业销售收入约140亿元，同比下降50.1%，文旅板块和物业管理收入分别为21.7亿元、 34.7亿元。 针对收入大幅下降，融创中国解释称：近年来房地产市场大幅收缩，房企债务问题导致购房者对期房信 心不足，进一步加剧了新房销售困难。集团现处于集中资源解决保交付和债务问题的阶段，也制约了项 目推售节奏。 虽然上半年实现减亏，但融创中国和孙宏斌肩上的包袱仍然不轻。 近日，融创中国披露中期业绩报告显示，上半年，融创中国实现收入约199.9亿元，同比减少41.7%；公 司拥有人应占亏损约128.1亿元，亏损同比减少14.4%。 同时，融创中国也在中报中披露了化债时间表。其中，境内债方面，预计将于今年年底前完成境内债重 组方案的执行；境外债方面，预计在2025年底前完成境外债重组相关的所有法庭程序。 在中报里，融创中国董事局主席孙宏斌表示："在支持性政策持续出台的大环境下，核心城市、核心地 段将逐步企稳，但房地产市场的整体恢复，可能还需要一个过程和较长时间。" 销售方面，2025年 ...