Group 1 - Hong Kong property stocks experienced a significant rise, with Shimao Group, Ronshine China, and Vanke Enterprises increasing by over 5%, while Sunac China rose by 4.5% [1] - Other notable increases included Greentown China, Agile Group, Jinhui Holdings, and Country Garden, all rising by over 3%, and CIFI Holdings, China Jinmao, Longfor Group, and New City Development increasing by over 2% [1] Group 2 - The Central Economic Work Conference held from December 10 to 11 in Beijing emphasized the need to stabilize the real estate market, implementing city-specific policies to control supply, reduce inventory, and improve supply [1] - The conference also highlighted the importance of reforming the housing provident fund system and promoting the construction of quality housing [1] - Measures to actively and orderly resolve local government debt risks were discussed, including urging local governments to proactively manage debt and preventing the illegal addition of hidden debts [1]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：国际金融报 又有房企面临清盘。 近日，雅居乐（03383.HK）公告称，公司于12月9日收到新濠（中山）企业管理有限公司（下称"新濠 中山"）向香港高等法院提出的清盘呈请，涉及总额约1858.71万美元和223.43万港元的未付款项。 上述款项源自中国国际经济贸易仲裁委员会仲裁庭于2025年9月25日作出的仲裁裁决。目前，香港高等 法院已经将首次聆讯日期定为2026年2月26日。 公告披露当天，雅居乐股价盘中暴跌19%，最低触及0.305港元历史新低，成交额超870万港元。 雅居乐称，公司正在积极与新濠中山沟通，力求与其协商达成有效解决方案（包括努力促使呈请尽快被 撤回或驳回）。 另外，雅居乐还表示将继续积极与境外债权人沟通合作，对集团境外债务进行全面重组，目标是尽快与 主要境外债权人组别就初步重组条款达成协议。 这对于正在推进债务重组的雅居乐而言，无疑是雪上加霜。 纠纷始末 《国际金融报》记者注意到，新濠中山的背后是港股上市公司新濠国际（00200.HK），其曾是雅居乐 的合作伙伴，此次清盘呈请主要源于双方在中山市土地项目的合作 ...

近日，雅居乐（03383.HK）公告称，公司于12月9日收到新濠（中山）企业管理有限公司（下称"新濠中山"）向香港高等法院提出的清盘呈请，涉及总额 约1858.71万美元和223.43万港元的未付款项。 又有房企面临清盘。 按照最初的规划，上述地块将建成集主题乐园、五星级酒店、购物中心、医学美容中心、商务办公、高端公寓及社区于一体的国际大型文旅生态综合体， 总投资达100亿元。其中，集合主题秀、科技互动体验及餐饮娱乐等业态的乐园要求4年内整体落成，投资强度与番禺长隆野生动物园、横琴长隆海洋王国 以及顺德华侨城等文旅项目相当。 新濠国际和雅居乐对项目建设进行了明确的分工。其中，新濠国际负责开发主题乐园项目地块，雅居乐则负责主题乐园项目地块以外的地块。资金投入方 面，雅居乐在该项目的投入额度预计约56.5亿元，新濠国际则不少于4亿元。 上述款项源自中国国际经济贸易仲裁委员会仲裁庭于2025年9月25日作出的仲裁裁决。目前，香港高等法院已经将首次聆讯日期定为2026年2月26日。 公告披露当天，雅居乐股价盘中暴跌19%，最低触及0.305港元历史新低，成交额超870万港元。 雅居乐称，公司正在积极与新濠中山沟通，力 ...

Group 1 - The overall performance of real estate stocks has declined, with major companies like Agile Group (03383) down 6.06% to HKD 0.31, Shimao Group (00813) down 4.17% to HKD 0.207, Sunac China (01918) down 2.96% to HKD 1.31, and R&F Properties (02777) down 1.56% to HKD 0.63 [1] - On December 10, there was a sudden surge in real estate stocks, with Vanke A hitting the upper limit and Hong Kong Vanke rising over 17% at one point [1] - Discussions around mortgage interest subsidy policies have increased, with some cities already implementing such policies to alleviate mortgage pressure for homebuyers, although the source of the subsidy (banks or government) remains a consideration [1] Group 2 - Huachuang Securities highlighted the need to find alpha in the real estate sector, noting three key issues: a decline in new home demand, unresolved inventory issues, and the negative impact of land finance on the economy [1] - It is anticipated that real estate sales volume and prices may continue to face downward pressure until 2026, making the search for alpha particularly important [1]

每经AI快讯，港股内房股普遍回落。截至发稿，雅居乐集团(03383.HK)跌6.06%，报0.31港元；世茂集 团(00813.HK)跌4.17%，报0.207港元；融创中国(01918.HK)跌2.96%，报1.31港元；富力地产(02777.HK) 跌1.56%，报0.63港元。 ...

华创证券近期研报指出，寻找地产alpha。当前房地产市场三个问题仍需关注：新房需求中枢下滑；库 存尚未解决；土地财政对经济的拖累，对地产有负面影响，预计2026年房地产销售量价或仍面临一定下 行压力，寻找alpha尤为重要。 智通财经APP获悉，内房股普遍回落，截至发稿，雅居乐集团(03383)跌6.06%，报0.31港元；世茂集团 (00813)跌4.17%，报0.207港元；融创中国(01918)跌2.96%，报1.31港元；富力地产(02777)跌1.56%，报 0.63港元。 消息面上，12月10日午后，地产股突然拉升，龙头万科A直线封死涨停，港股万科则一度涨超17%。值 得关注的是，近期市场有关房贷贴息政策讨论明显增多。据华夏时报，上海易居房地产研究院副院长严 跃进表示，当前，部分城市已经执行了房贷贴息政策，这一做法也可以降低购房者的房贷压力，但需要 考虑贴息到底是谁在贴，是银行还是财政。不过，若贴息政策能够落地，的确可以激发潜在的购房需 求。 ...

Core Insights - As of December 10, 30 stocks reached their 52-week highs, with Design Metropolis (01545), Platinum Holdings (00459), and China Boton (03318) leading the increase rates at 40.82%, 35.48%, and 30.23% respectively [1][2] 52-Week Highs - Design Metropolis (01545) closed at 0.124, with a peak of 0.138, achieving a high rate of 40.82% [1] - Platinum Holdings (00459) closed at 0.121, with a peak of 0.126, achieving a high rate of 35.48% [1] - China Boton (03318) closed at 2.090, with a peak of 2.800, achieving a high rate of 30.23% [1] - Other notable stocks include: - China New Holdings (08125) at 25.00% [1] - Qiaoyang International Holdings (08070) at 14.46% [1] 52-Week Lows - The stock with the largest decline was Jingye Mingbang Group (02231), which fell to 0.099, a decrease of 26.40% [2] - Other significant declines included: - Zhonggang Petroleum (00632) at -16.40% [2] - Guofu Hydrogen Energy (02582) at -13.31% [2] - Additional stocks with notable declines: - Haotian International Construction Investment (01341) at -11.11% [2] - Jiaming Group Holdings (01271) at -10.00% [2]

【财华社讯】雅居乐集团(03383.HK)公布，于2025年12月9日，公司收到新濠(中山)企业管理有限公司 ("呈请人")向香港高等法院提呈的清盘呈请，呈请涉及若干据称未付款项，总额为1858.71万美元和 223.43万港元，该款项源自中国国际经济贸易仲裁委员会仲裁庭于2025年9月25日作出的仲裁裁决。 公司仍将继续积极与境外债权人沟通合作，透过对集团境外债务进行全面重组，目标是尽快与主要境外 债权人组別就初步重组条款达成协议。同时，公司正积极与呈请人沟通，力求与呈请人协商达成有效解 决方案(包括努力促使呈请尽快被撤回或驳回)。董事会认为，呈请并不代表其他持份者的利益，并可能 对公司及其他持份者的价值造成负面影响。公司将寻求法律途径坚决反对呈请，并采取一切必要行动维 护公司的合法权益。 高等法院已将呈请的首次聆讯日期定为2026年2月25日上午9：30。呈请的提出不代表呈请人能成功对公 司进行清盘。目前，高等法院并无颁布清盘令以将公司清盘。公司不认为呈请会对公司于此阶段的营运 造成实质性影响。 【财华社讯】雅居乐集团(03383.HK)公布，于2025年12月9日，公司收到新濠(中山)企业管理有限公司 ...

Group 1 - The Hong Kong stock market saw a collective surge in property stocks, with Vanke Enterprises rising by 17% [1] - Sunac China and Jin Hui Holdings both increased by over 11% [1] - Other notable gains included Agile Group, Shimao Group, and China Jinmao, which all rose by over 9%, while Country Garden increased by over 7% [1] - Oceanwide Holdings, R&F Properties, and CIFI Holdings all saw increases of over 6% [1]

Core Viewpoint - The Chinese real estate stocks experienced a strong rally in the afternoon, with significant price increases observed in several major companies, driven by expectations of policy easing due to further deterioration in the fundamentals of the sector [1] Group 1: Stock Performance - Vanke Enterprises (02202) saw a peak increase of 16.47%, reaching HKD 3.89 [1] - Sunac China (01918) rose by 12.56%, trading at HKD 1.39 [1] - Jin Hui Holdings (09993) increased by 11.56%, with a price of HKD 2.22 [1] - Shimao Group (00813) experienced a rise of 9.85%, priced at HKD 0.223 [1] - Agile Group (03383) climbed by 9.68%, reaching HKD 0.34 [1] Group 2: Analyst Insights - Caixin Securities indicated that the expectation of policy easing due to further declines in fundamentals could lead to a valuation recovery in the sector in the short term [1] - The firm suggested focusing on valuation recovery opportunities driven by policy easing in the short term, while in the medium to long term, attention should be on leading companies with core city resources and real estate operational capabilities [1] - Galaxy Securities highlighted that risks in real estate, small financial institutions, and local debts may be key areas for future policy focus [1]