公告称，收入的减少主要由于物业销售收入下降所致。物业销售收入同比减少约50.1%至140亿元，物 业交付总面积同比减少约39.1%至169.5万平方米。 2025年6月底，集团连同其合营公司及联营公司的总土地储备约为1.24亿平方米(权益土地储备约为8,624 万平方米)，其中未售土地储备约为0.92亿平方米(权益土地储备约为6,306万平方米)，充足的土地储备是 支持集团未来逐步恢复正常运营的坚实基础。 智通财经APP讯，融创中国(01918)公布2025年中期业绩，收入约为人民币199.9亿元，较去年同期减少 约41.7%; 毛亏约为人民币20.8亿元，亏损较去年同期增加约14.9%;公司拥有人应占亏损约为人民币128.1 亿元，亏损较去年同期减少约14.4%;每股亏损1.26元。 ...

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 融創中國控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：01918） 2 未經審核 截 至 2025 年 6 月 30 日止六個月之中期業績公告 業績摘要 截至2025年6月30日止六個月： 1 • 本集團連同其合營公司及聯營公司的合同銷售金額約為人民幣235.5億元； • 於2025年6月30日， 本集團連同其合營公司及聯營公司的權益土地儲備約 8,624萬平方米，其中未售權益土地儲備約6,306萬平方米； • 本集團收入約為人民幣199.9億元，較去年同期減少約41.7%； • 本集團毛虧約為人民幣20.8億元，虧損較去年同期增加約14.9%； • 本公司擁有人應佔虧損約為人民幣128.1億元，虧損較去年同期減少約14.4%； • 於2025年6月30日，本集團權益總額約為人民幣448.8億元，其中本公司擁 有人應佔權益約為人民幣 ...

为鼓励和吸引人才在上海生活，上海官方也对符合条件的非沪籍居民家庭所购第一套房，暂免征收房产 税。第二套及以上住房，人均可扣除60平方米的免税面积。2025年1月1日起符合条件的购房者可享受这 条政策。 这是上海今年首次出台政策优化房地产政策。去年5月和9月，上海市两次出手放宽政策刺激楼市。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 02202 | 万科企业 | (0) | 9.86% | 5.680 | 677.66亿 | | 00081 | 中国海外宏洋集团 | | 6.98% | 2.300 | 81.87 亿 | | 03377 | 远洋集团 | | 6.78% | 0.126 | 14.05亿 | | 01918 | 融创中国 | | 6.58% | 1.620 | 185.81 乙 | | 03301 | 融信中国 | | 5.50% | 0.211 | 3.55 Z | | 00960 | 龙湖集团 | | 5.22% | 11.280 | 788.15亿 | | 02777 | 富力地产 | ...

Core Viewpoint - The Chinese real estate stocks have shown significant gains following the State Council's meeting, which emphasized strong measures to stabilize the real estate market [1] Group 1: Stock Performance - Vanke Enterprises (02202) increased by 8.9%, trading at HKD 5.63 [1] - Oceanwide Holdings (03377) rose by 7.63%, trading at HKD 0.127 [1] - Sunac China (01918) saw a rise of 5.92%, trading at HKD 1.61 [1] - Longfor Group (00960) increased by 5.88%, trading at HKD 11.35 [1] Group 2: Policy and Market Outlook - The State Council's meeting on August 18 highlighted the need for strong measures to consolidate the stabilization of the real estate market [1] - Ping An Securities noted that there is still potential policy space in the real estate sector [1] - The market is expected to continue its short-term momentum due to the focus on cost-effectiveness in the second-hand housing market and limited supply of "good houses" [1] Group 3: Company Performance Insights - Some real estate companies have shown signs of improvement in their financial reports, such as Binhai and Jianfa, with year-on-year growth in mid-year reports [1] - CITIC Securities indicated a clear performance divergence among real estate companies in the first half of the year, with those operating in core cities performing well [1] - Companies like Binhai Group (002244), Jianfa International, Greentown Service, and Binhai Service reported double-digit profit growth [1]

(本文来自第一财经) 万科企业涨超12%，远洋集团、融创中国涨超8%，新城发展控股、龙湖集团均涨超6%，越秀地产等跟 涨。 ...

格隆汇8月25日｜港股内房股震荡上升，万科企业涨超12%，远洋集团、融创中国涨超8%，新城发展控 股、龙湖集团均涨超6%，越秀地产等跟涨。 消息面上，央行第二季度中国货币政策执行报告指出，下一阶段要持续巩固房地产市场稳定态势，完善 房地产金融基础性制度，助力构建房地产发展新模式。 ...

而在这两个项目，涅槃重生的故事背后，其实就埋藏好伏笔。这些年，行业出险房企只增不减，而遗留下来的，是那些停工楼盘、烂尾项目、以及未开工 的土地。 去年，国家不遗余力推进保交楼、推进房企融资白名单，全面建立了机制。于是，这个全新的赛道，现在许多房企现在正扎堆进入：不良资产代建。 如果说，在上海最命运多舛的楼盘，你会想到谁？ 我想，我会提名这两个知名的滨江豪宅，一个经历二十多年，开发商数次暴雷，归来仍是热销盘的融创外滩壹号院，另一个是屹立在东外滩多年烂尾的八 埭头。 回顾它诞生的来龙去脉，这个盘几乎没错过关于房地产的所有周期，期间更是经历了数次股权变更。 2002年泛海国际董家渡拿地→ 2015年才完成第一块地拆迁→ 泛海受困于资金→ 2019年融创收购项目100%股权→ 2022年融创债务危机→2022 年中信信托、华融资产成大股东→ 2024年项目热销超200亿，位居上海单盘第二 这是一个上海核心旧改地块涅槃重生的故事，其精彩程度堪比爽文，这次男主依旧还是融创和孙宏斌。 而另一个楼盘八埭头滨江园，2024年项目仍处于停工状态，如今也迎来白衣骑士，业主们在杂草丛生的社区生活了好几年之后，AMC机构终于为这个接 ...

Group 1 - The core viewpoint of the article highlights a significant increase in the stock prices of Chinese real estate companies following a government meeting that emphasized measures to stabilize the real estate market [1] - Vanke Enterprises (02202) saw an increase of 8.9%, Oceanwide Holdings (03377) rose by 7.63%, Sunac China (01918) increased by 5.92%, and Longfor Group (00960) grew by 5.88% [1] - The State Council's ninth plenary meeting on August 18 indicated that there is still potential policy space for the real estate sector, suggesting a positive outlook for the market [1] Group 2 - Ping An Securities noted that the second-hand housing market is more focused on meeting basic needs, leading to a price-volume trade-off, while "good houses" cater to improvement demands, resulting in a focus on quality-price ratio [1] - The supply of "good houses" remains relatively limited, which is expected to sustain short-term market enthusiasm [1] - Some real estate companies have shown signs of improvement in their financial reports, with companies like Binjiang and Jianfa reporting year-on-year growth [1] Group 3 - CITIC Securities indicated a clear divergence in the performance of real estate companies in the first half of the year, with developers and property companies in core cities performing exceptionally well [1] - Companies such as Binjiang Group, Jianfa International, Greentown Service, and Binjiang Service achieved double-digit profit growth [1] - Conversely, previously loss-making real estate companies continue to face significant losses in the first half of the year [1]

Core Insights - Shanghai's luxury real estate market is experiencing significant demand, highlighted by the rapid sales of the Shanghai Yihua Courtyard project, which sold 66 units in just one hour for a total of 4.8 billion yuan [1] - The total sales amount for the Shanghai Yihua Courtyard has exceeded 22 billion yuan this year, maintaining its position as the top-selling single project in the country [1] - The latest batch of units ranged from 315 to 1115 square meters, with the average price per square meter increasing from approximately 170,000 yuan to 198,000 yuan over the past year [1] Sales Performance - The Shanghai Yihua Courtyard has had five sales events since its initial launch in August 2024, with the latest batch achieving an average total price of about 73 million yuan per unit [1] - The overall market for new homes priced above 30 million yuan in Shanghai is projected to exceed 100 billion yuan in total sales for the year, indicating strong demand for high-end properties [1] - Leading projects in the luxury segment are significantly influencing market trends and driving sales [1]

Core Viewpoint - Shanghai's luxury real estate market is experiencing significant sales momentum, with the Shanghai One Number House achieving record sales figures and maintaining its position as the top-selling project in the country [1][4]. Group 1: Sales Performance - On August 23, Shanghai One Number House sold 66 units in just one hour, generating sales of 4.8 billion yuan, bringing its total sales for the year to over 22 billion yuan [1]. - Since its initial launch in August 2024, the project has had five sales events, accumulating approximately 24 billion yuan in sales [4]. - The average selling price has increased from approximately 17,000 yuan per square meter to about 19,800 yuan per square meter, with an average total price of around 73 million yuan per unit [4]. Group 2: Market Dynamics - The high demand for luxury properties in Shanghai is attributed to price discrepancies between new and existing homes, with surrounding second-hand properties often selling for higher prices than new listings [5]. - The luxury market is concentrated in core areas of Shanghai that have seen limited new supply, leading buyers to focus on these locations for potential appreciation [5]. - The overall real estate market is experiencing a shift in purchasing logic, with buyers increasingly prioritizing core urban areas amid new regulations and market differentiation [5]. Group 3: Future Outlook - Despite a decrease in new supply and subdued marketing efforts, the market's performance in August remains to be observed, with expectations for policy optimizations in major cities like Shanghai and Shenzhen [6]. - Recent data indicates that while new residential prices in first-tier cities have shown a slight decline, Shanghai's prices have increased by 6.1% year-on-year, indicating resilience in the luxury segment [6].