通过销售面积与销售额的对比，不难发现部分企业正在主动聚焦高端项目，带动整体单价上移。例如， 绿城中国前7个月销售面积629万平方米、金额1368亿元，平均单价超过2万元/平方米，中海地产、华润 置地有限公司的平均单价也在2万元至3万元/平方米之间。 "头部房企通过精准拿地，加速布局改善需求市场，有望形成较好的利润空间。"上海易居房地产研究院 副院长严跃进对《证券日报》记者表示："单价高的项目不仅代表市场认可，也反映出企业产品力和所 拿地块地段资源的优势。" 从各阵营表现来看，今年前7个月，有部分中小房企实现逆势突破。其中，TOP10房企销售额均值为 1010.3亿元，较上年下降13.6%；TOP11至TOP30区间房企销售额均值为256.3亿元，较上年下降15.2%； TOP31至TOP50区间房企销售额均值为125.2亿元，较上年下降7.8%，降幅最小；TOP51至TOP100区间 房企销售额均值为60.0亿元，同比下降13.5%。 7月31日，中指研究院发布的《2025年1—7月中国房地产企业销售业绩排行榜》显示，2025年前7个月， TOP100房企（以全口径销售额排名，下同）累计实现销售总额20730 ...

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]

对于本次借款，万科方面表示，上述安排充分体现了大股东对公司的支持。公告中还提及，2025年初至本公告披露日，深铁集团已累计 向公司提供借款218.19亿元（不含本次借款）。在本次借款全额落地后，深铁集团已累计向万科提供借款金额超过226亿元。 南都·湾财社记者梳理发现，这已经是深铁集团今年第七次向万科提供借款。前六次，深铁集团分别向万科提供了28亿元、42亿元、33亿 元、不超过15.52亿元、不超过30亿元、不超过62.49亿元借款。 昨天（7月30日），万科企业股份有限公司发布公告，经协商，万科企业股份有限公司（以下简称"公司"或"万科"）第一大股东深圳市地 铁集团有限公司（以下简称"深铁集团"）向公司再提供不超过8.69亿元借款（"股东借款"）。 值得一提的是，此次借款距万科上次向大股东借款，间隔尚不足一个月。7月3日，深铁集团曾向万科提供不超过62.49亿元借款，也是年 内万科申请的最大一笔借款。 万科在公告中指出，本次股东借款用于偿还公司在公开市场发行的债券本息以及经出借人同意的指定借款利息；借款期限从合同签订之 日起至2028年7月2日止；定价基准为每笔借款提款日前一工作日全国银行间同业拆借中心公 ...

威胜控股(03393.HK)：威胜信息上半年营业收入13.68亿元，同比增加11.88%；归母净利润3.05亿元，同 比增加12.24%。 盈大地产(00432.HK)：上半年综合收入7.36亿港元，同比增长35%；净亏损约2.49亿港元，同比扩大 62.75%。 澳能建设(01183.HK)：发布盈喜，预计上半年纯利同比增超125%至不少于1800万澳门元。 金融界7月31日消息，周四港股指数低开后震荡冲高，午后再度跳水下挫维持震荡走势，截止收盘，恒 生指数跌1.6%报24773.33点，恒生科技指数跌0.69%报5453.14点，国企指数跌1.72%报8882.95点，红筹 指数跌2.29%报4249.7点。 盘面上，大型科技股多下挫，阿里巴巴跌1.2%，腾讯控股涨0.18%，京东集团跌3.15%，小米集团跌 2.92%，网易跌0.39%，美团跌4.55%，哔哩哔哩涨0.28%；黄金股、内房股跌幅居前，老铺黄金跌超 8%，碧桂园、万科企业跌超7%，龙湖集团跌超6%，山东黄金跌近4%。AI应用板块表现强势，半导体 板块午后拉升，快手涨6.35%，中芯国际涨1.79%，鞍钢股份收跌7.79%。 企业新闻 圣贝 ...

另外，公司根据国资对外借款的相关规定就本次股东借款提供资产、股权或收益权质押等形式的增信安排，抵质押资产的对应质押率等 于或高于市场惯例的水平确定。此次借款的抵质押资产清单显示，包括深圳市万科发展有限公司持有的办公资产、万科企业股份有限公 司持有的办公资产等，合计账面净值为12.972亿元，抵质押率从50%至70%不等。 | 抵质押资产 | 账面净值 | 抵质押形式 | 抵质押率 | | --- | --- | --- | --- | | 深圳市万科发展有限公司持有的办公资产 | 9.40 | 资产抵押 | 70% | | 万科企业股份有限公司持有的办公资产 | 0.08 | 资产抵押 | 70% | | 杭州天马置业有限公司 100%股权 | 0.888 | 股权质押 | 50% | | 嘉兴万科房地产开发有限公司 100%股权 | 1.064 | 股权质押 | 50% | | 成都泰新房地产开发有限公司持有的公寓资产 | 0.33 | 资产抵押 | 70% | | 天津泊寓津滨商业运营管理有限公司持有的公寓资产 | 0.67 | 资产抵押 | 70% | | 苏州宜家开元酒店有限公司持有的公寓资产 | 0 ...

此外，万科还将两家附属公司杭州万瑜和杭州元广的股权转让给万物云抵债。 其中，杭州万瑜持有位于杭州市拱墅区的中城•小藤街项目，包含三栋两层商业楼和一栋六层商业，涉及各种零售和酒店公 寓单元以及40个停车位，总建筑面积约为10072.58平方米，其中零售及酒店公寓单位的总建筑面积分别约为4422.62平方米 及5649.96平方米。 杭州元广主要从事房地产开发经营，住宿服务，餐饮服务等业务，自2021年起与杭州万瑜签订租赁协议，租赁上述中城•小 藤街项目中总建筑面积约5649.96平方米的商业单元已作酒店公寓用途，并委托他方物业管理公司（万物云的独立第三方） 负责该酒店公寓单元的运营、营销及维护。截至2025年1月，杭州元广与他方物业管理公司经双方同意已终止上述委托管理 协议。 7月30日，万科（000002.SZ）公告称，大股东深铁集团向公司再提供不超过8.69亿元股东借款，仍用于偿还万科在公开市 场发行的债券本息以及经出借人同意的指定借款利息，借款利率目前仍为2.34%。 借款期限有所调整。公告显示，借款期限从合同签订之日起至2028年7月2日止，整体期限仍约3年，万科方面可分次提取， 最后可提取日期为202 ...

Group 1 - The core point of the article is that Vanke has received additional financial support from its major shareholder, Shenzhen Metro Group, in the form of a shareholder loan amounting to up to 869 million yuan, aimed at repaying bond principal and interest [2] - The loan has a duration of approximately three years, with the final withdrawal date set for August 31, 2025, and the interest rate is 2.34% [2] - Shenzhen Metro Group has provided asset collateral for the loan, with a total asset value of no more than 1.298 billion yuan, resulting in a collateralization rate of 70% [2] Group 2 - In 2023, Shenzhen Metro Group has provided a total of seven shareholder loans to Vanke, amounting to approximately 22.688 billion yuan [2] - Vanke has successfully repaid approximately 16.49 billion yuan in public debt in the first half of the year, with no foreign public debt maturing before 2027 [2] - Vanke is also utilizing various methods to resolve its debts, including asset settlements [2] Group 3 - On July 30, Vanke announced a debt settlement agreement with Wanwuyun, involving a total consideration of approximately 257 million yuan [3] - The agreement includes 106 debt settlement agreements, with Vanke providing various types of properties located in multiple cities to offset outstanding payments to Wanwuyun [3] - Vanke has transferred equity in two subsidiaries, Hangzhou Wanyu and Hangzhou Yuanguang, to Wanwuyun as part of the debt settlement [3] Group 4 - Hangzhou Yuanguang is primarily engaged in real estate development and has a lease agreement with Hangzhou Wanyu for a commercial project that includes hotel apartments [4] - The total building area of the project is approximately 10,072.58 square meters, with specific areas designated for retail and hotel apartments [4] - The equity transfer amount related to the project is approximately 9.824 million yuan, offsetting trade receivables between Wanwuyun and Vanke [4]

| 抵质押资产 | 账面净值 | 抵质押形式 | 抵质押率 | | --- | --- | --- | --- | | 深圳市万科发展有限公司持有的办公资产 | 9.40 | 资产抵押 | 70% | | 万科企业股份有限公司持有的办公资产 | 0.08 | 资产抵押 | 70% | | 杭州天马置业有限公司 100%股权 | 0.888 | 股权质押 | 50% | | 嘉兴万科房地产开发有限公司 100%股权 | 1.064 | 股权质押 | 50% | | 成都泰新房地产开发有限公司持有的公寓资产 | 0.33 | 资产抵押 | 70% | | 天津泊寓津滨商业运营管理有限公司持有的公寓资产 | 0.67 | 资产抵押 | 70% | | 苏州宜家开元酒店有限公司持有的公寓资产 | 0.54 | 资产抵押 | 70% | | 合计 | 12.972 | | | 对于本次借款，万科方面表示，上述安排充分体现了大股东对公司的支持。公告中还提及，2025年初至本公告披露日，深铁集团已累计 向公司提供借款218.19亿元(不含本次借款)。在本次借款全额落地后，深铁集团已累计向万科提供借款金额超过226亿元。 南 ...

Group 1 - Vanke's major shareholder, Shenzhen Metro Group, has provided a loan of up to 869 million yuan to Vanke for debt repayment, with an interest rate of 2.34% and a loan term until July 2, 2028 [1] - Shenzhen Metro Group has provided a total of 7 loans to Vanke this year, amounting to approximately 22.688 billion yuan, aiding Vanke in repaying about 16.49 billion yuan of public debt in the first half of the year [1] - Vanke is utilizing various methods to resolve debts, including asset settlements [1] Group 2 - Vanke announced a debt settlement agreement with Wanwuyun, involving a total consideration of approximately 257 million yuan, covering 106 debt settlement agreements [2] - Vanke is transferring equity of two subsidiaries, Hangzhou Wanyu and Hangzhou Yuanguang, to Wanwuyun as part of the debt settlement, with the transfer amounting to approximately 98.24 million yuan [3] - The properties involved in the debt settlement include various types of real estate located in multiple cities, which will help Wanwuyun in its commercial operations [2][3] Group 3 - Vanke has completed interest payments for bonds "21 Vanke 06" and "23 Vanke 01" on July 24 and 28 [4]

【#万科再获大股东深铁集团8.69亿元借款#，#年内深铁已累计向万科提供借款226.88亿元#】万科再获 大股东深铁集团借款。 7月30日，万科企业股份有限公司发布公告，万科第一大股东深圳市地铁集团有限公司（简称"深铁集 团"）向公司再提供不超过8.69亿元股东借款。此次借款用于偿还万科在公开市场发行的债券本息以及 经出借人同意的指定借款利息。 公告显示，借款利率目前为2.34%。借款期限约3年，即从合同签订之日起至2028年7月2日止。经双方 协商一致，可提前还款；经出借人同意，可进行展期。 万科则需要以持有的投资性房地产、固定资产的不动产产权和非上市公司股权（统称"抵质押资产"）为 本次股东借款提供资产抵质押担保，此次拟提供的抵质押资产价值为不超过人民币12.98亿元。 智通财经据公告统计，今年以来，深铁集团已累计向万科提供借款226.88亿元。（智通财经） ...