当日13时许，泰来阳光项目置业顾问陆文俊刚送走一批咨询客户，迎来片刻休息的时间。连日来，一到展会 现场，陆文俊就开启忙碌模式。从户型格局、区位配套到优惠政策，他一遍遍为咨询者细致讲解。 市民了解楼盘信息。 本报讯（西海新闻记者 吴予琴 摄影报道）2月27日，2026西宁新春住房展示交易会进入第7天，记者走访现场 了解到，连续多日的火热人气让多家房企展位前咨询不断，热门楼盘每天接待购房者十余组。 与泰来阳光主打的性价比路线不同，定位偏改善性住房的绿城·锦玉园项目展位同样客流不断。工作人员张成 玉介绍，去年的房博会，主要围绕项目一期销售。这次房交会，一期开始清盘的同时，开发商推出二期项 目，产品线更丰富了。 在房地产投资领域，"十四五"期间，西宁房地产开发投资年均增速达到9.7%，高于固定资产投资整体增速。 这一数据不仅反映了房地产市场的活跃程度，也表明了市场对西宁房地产行业发展前景的信心。大量资金的 涌入，推动了房地产项目的开发建设，为市场提供了丰富的房源，满足不同层次消费者的住房需求。 "今天看了好几个楼盘，感觉选择还挺多的，价格和优惠力度也不错。回去我要和家人好好商量，争取尽快定 下来。"说罢，傅先生又快步 ...

Core Insights - The report highlights changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies. Group 1: Recent Increases in Holdings - VITASOY INT'L (00345) saw an increase of 0.09%, bringing its latest holding percentage to 3.75% [1] - 恒生科技ETF (03032) increased by 0.04%, with a current holding of 18.49% [1] - 永升服务 (01995) experienced a rise of 0.01%, now holding 4.57% [1] - 南方东西精选 (03441) had the largest increase over five days at 18.46%, reaching 41.03% [4] - 喜相逢集团 (02473) increased by 10.04%, with a holding of 45.14% [4] - 兆易创新 (03986) rose by 4.95%, now at 6.65% [4] Group 2: Recent Decreases in Holdings - 南方恒生科技 (03033) experienced the largest decrease of -0.14%, with a current holding of 68.87% [2] - 医渡科技 (02158) decreased by -0.03%, now at 22.59% [2] - 盈富基金 (02800) saw a reduction of -0.02%, with a holding of 3.49% [2] - 山东墨龙 (00568) had a five-day decrease of -1.30%, now at 53.56% [5] - 亿华通 (02402) decreased by -1.00%, with a holding of 27.49% [5] - 国富氢能 (02582) saw a reduction of -0.90%, now at 20.14% [5] Group 3: Long-term Trends in Holdings - Over a 20-day period, 喜相逢集团 (02473) had the highest increase of 42.45%, reaching 45.14% [6] - 南方东西精选 (03441) increased by 27.31%, now at 41.03% [6] - 钧达股份 (02865) rose by 15.74%, with a holding of 64.80% [6] - 天齐锂业 (09696) experienced a significant decrease of -6.48%, now at 31.50% [6] - 金风科技 (02208) decreased by -5.88%, with a holding of 42.49% [6]

绿城125号项目用地面积48938平方米，容积率只有1.05，总建筑面积110746平方米，地上总建筑面积 53546平方米，地下建筑面积57200平方米。建筑密度35%，绿地率30%，建筑高度只有22.27米。 商报讯（记者 周坚洪）去年11月25日，未来科技城挂牌推出了1宗位于核心区的低密宅地，编号为杭政 储出[2025]125号，最终被绿城以底价拿下。 虽然是零溢价成交，但是35000元/平方米的楼面价，依旧创下了板块新高，绿城125号项目，也成为了 未来科技城最高地价项目。 最近，绿城125号项目规划公示，将打造一个集排屋与洋房于一体的低密项目，为大城西的改善家庭带 来全新选择。 绿城125号项目，具体位置在文二西路与文福路的交界处，东面、西面、北面三面环水，自然条件非常 出色。 这个项目东面到规划地铁12号线水乡北路站只有300余米，往北1站就到未来科技城核心区。北侧临近未 来科技城最早的核心居住区，教育配套不少，像杭州未来科技城海创小学、杭州文澜未来科技城学校、 未来科技城维翰幼儿园等。此外，亲橙里、万达广场、宝龙广场、万象综合体等商业中心也在3公里范 围内。 外立面采用了米黄色石材，搭配深灰色的 ...

格隆汇2月25日｜港股市场内房股集体上涨，其中，碧桂园涨8%，建发国际集团涨超6%，绿城中国涨 5%，龙湖集团、金辉控股、旭辉控股集团、融信中国、中国海外宏洋集团、越秀地产、中国金茂、华 润置地、融创中国涨超4%。 | 代码 | 名称 | | 涨跌幅 V | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02007 | 碧桂园 | 0) | 8.06% | 0.335 | 139.99亿 | -19.28% | | 01908 | 建发国际集团 | | 6.54% | 15.810 | 354.17亿 | 1.02% | | 03900 | 绿城中国 | | 5.04% | 11.470 | 291.29 Z | 35.42% | | 00960 | 龙湖集团 | | 4.90% | 10.270 | 723.18亿 | 19.98% | | 09993 | 金辉控股 | | 4.85% | 1.730 | 69.98亿 | -5.98% | | 00884 | 旭辉控股集团 | | 4.82% | 0.087 | 14. ...

截至发稿，龙湖集团(00960.HK)涨4.90%、融创中国(01918.HK)涨4.84%、绿城中国(03900.HK)涨 4.76%。 来源：滚动播报 ...

行业走势图 数据来源：聚源 -24% -12% 0% 12% 24% 2025-02 2025-06 2025-10 房地产 沪深300 相关研究报告 《上海三区启动住房以旧换新，推动 新房去库存 — 行 业 点 评 报 告 》 -2026.2.4 行 业 研 究 2026 年 02 月 24 日 投资评级：看好（维持） 《2025Q4 公募基金延续低配，持股集 中度进一步提升—行业点评报告》 -2026.1.27 《销售延续调整态势，期待政策显效 与市场筑底 — 行 业 点 评 报 告 》 -2026.1.19 楼市延续筑底行情，政策宽松下布局时点已至 ——行业点评报告 | 齐东（分析师） | 胡耀文（分析师） | | --- | --- | | qidong@kysec.cn | huyaowen@kysec.cn | | 证书编号：S0790522010002 | 证书编号：S0790524070001 | huyaowen@kysec.cn 证书编号：S0790524070001 春节市场成交量：一手房网签偏弱，二手房基本持平 一手房方面，2026 年除夕前一周 40 城市合计一手房成交 133.68 ...

Investment Rating - The report maintains a "Positive" rating for the real estate and property management sectors, highlighting the potential for recovery in quality real estate companies and commercial properties [3]. Core Insights - The report indicates that new home sales during the Spring Festival period saw a year-on-year increase of 5.4%, with a total of 9.3 million square meters sold across 16 major cities [3][13]. - The overall sentiment in the real estate market is improving, driven by recent government policies aimed at stabilizing the market and addressing local government debt risks [3]. - The report emphasizes that the fundamental bottom of the real estate sector is approaching, with expectations for quality companies to recover profits more quickly and flexibly [3]. Summary by Sections 1. Industry Data - New home sales in 34 key cities during the week before the Spring Festival totaled 192.3 million square meters, a decrease of 1.1% week-on-week, but an increase of 56.6% compared to the average weekly sales this year [4]. - In February, new home sales in 34 cities increased by 88.5% year-on-year, with first and second-tier cities showing a 96.8% increase [9]. - The inventory of new homes in 15 cities was reported at 8,870.4 million square meters, with a slight decrease of 0.1% week-on-week [54]. 2. Policy News - The report notes that the government has reiterated its commitment to stabilizing the real estate market, with various local policies being introduced to optimize housing supply and manage existing stock [3]. - Specific measures include the promotion of REITs in commercial real estate, with 12 applications submitted recently [3]. 3. Company Dynamics - Sales data for major real estate companies in January showed mixed results, with China Jinmao reporting a 13.6% increase in sales, while other companies like Poly Developments saw a 13.3% decrease [3]. - The report highlights the performance of the property management sector, which has shown resilience compared to the broader market [3]. 4. Market Performance - The SW Real Estate Index fell by 0.69%, underperforming the Shanghai and Shenzhen 300 Index, which rose by 0.36% [3]. - The report suggests that the current valuation levels for quality real estate companies are at historical lows, making them attractive for investment [3].

如果告诉你，一台晚会没有顶流明星撑场、主角全是"普通人"，却能成为跨越全国20座城市的年度文化 事件，并持续吸引数万家庭参与22年——你或许会认为这只是个理想化的故事。 但这就是在绿城，实实在在发生的事。 2月7日晚，上海音乐厅的灯光为一场特别的"春晚"点亮。当《相亲相爱一家人》的全场合唱声落下帷 幕，2026绿城业主春晚上海站在温暖与掌声中圆满定格。这场晚会，主角是近百位来自上海及启东各绿 城园区的普通业主，节目涵盖从少儿越剧、太极功夫到现代乐队等十余种形式。它的特别之处在于，这 并非一场孤立的年终活动，而是绿城持续运营了二十二年的全国性IP"绿城春晚，家礼中国"在上海的首 次落地。 从"观众"到"主角"，让温情在专业舞台绽放 与许多品牌单方主导、业主被动参与的活动不同，这场春晚的魅力在于其"共享、共乐、共创、共建"的 真实底色。 舞台上银发业主的优雅走秀、少儿戏曲的有模有样、业主乐队的倾情弹唱，其生命力均源自日常社区中 自然生长的兴趣社群。绿城的角色，更像是一个平台的搭建者和资源的连接者——邀请资深导演许晨云 提供专业支撑，组织业主、绿城服务团队从节目海选到排练的数月筹备，最终在专业级艺术殿堂呈现精 彩演 ...

来源：观点地产网 观点网讯：2月9日，穆迪确认绿城中国"B1"公司家族评级（CFR）及其高级无抵押评级，评级展望维 持"稳定"。 评级确认反映了绿城中国在房地产行业长期低迷背景下，凭借既有市场地位、审慎的财务管理以及多元 化融资渠道，维持了稳健的运营记录、平稳的信用指标与良好的流动性。绿城中国与国有第一大股东中 国交通建设集团有限公司的持续关联，有利于公司融资与运营安排。 穆迪预计，绿城中国未来12-18个月合同销售仍将跑赢市场整体，预测2026年总合同销售额降幅约为 5%-7%，较2025年的11%有所收窄；其品牌知名度、市场地位及高线城市布局被视为对冲行业压力的重 要因素。 财务方面，穆迪预计绿城中国将继续利用盈余现金减少债务，并依托境内多元化融资渠道控制融资成 本。经调整债务/EBITDA将保持在8.0倍以下，经调整EBIT/利息覆盖率约为3.0倍，处于"B1"评级对应的 较强水平。 截至2025年6月底，绿城中国非限制性现金约620亿元人民币，可覆盖同期约230亿元人民币的短期债 务。穆迪认为，公司现金储备与经营现金流足以覆盖未来12–18个月到期债务、已承诺土地款及股息。 穆迪指出，稳定展望反映其预 ...

Market Performance - The real estate sector (CITIC) had a weekly performance of 0.0%, while the CSI 300 and Wind All A indices decreased by -1.3% and -1.5% respectively, resulting in excess returns of 1.3% and 1.4%[5] - Among 29 CITIC industry sectors, real estate ranked 15th in performance[5] New Housing Market - In the week from January 31 to February 6, 2026, the new housing transaction area in 36 cities was 1.392 million square meters, down 2.9% week-on-week but up 175.7% year-on-year[10] - Cumulative transactions from February 1 to February 6 reached 1.204 million square meters, a year-on-year increase of 257.9%[10] - Year-to-date transactions as of February 6 totaled 6.798 million square meters, down 16.2% year-on-year[10] Second-Hand Housing Market - For the same week, the transaction area for second-hand housing in 15 cities was 1.644 million square meters, down 3.6% week-on-week but up 245.8% year-on-year[16] - Cumulative transactions from February 1 to February 6 were 1.535 million square meters, a year-on-year increase of 423.1%[16] - Year-to-date transactions as of February 6 totaled 8.383 million square meters, up 37.1% year-on-year[16] Inventory and Depletion Cycle - Cumulative new housing inventory in 13 cities was 77.165 million square meters, down 0.7% week-on-week and down 4.6% year-on-year[24] - The new housing depletion cycle for these cities is 22.9 months, with a week-on-week change of -0.1 months and a year-on-year change of +6.2 months[24] Land Market - The land transaction area from February 2 to February 8 was 1.1863 million square meters, down 44.9% week-on-week and down 36.0% year-on-year[43] - The average land price was 1,552 RMB per square meter, up 42.8% week-on-week and up 71.5% year-on-year[43] - Year-to-date land transactions as of February 8 totaled 10.556 million square meters, down 15.8% year-on-year[43] Investment Recommendations - Recommended mainland developers include A-shares: Binhai Group, China Merchants Shekou; Hong Kong stocks: China Overseas Development, Greentown China, China Resources Land, Jianfa International Group[9] - For light asset operation companies, recommended property management companies include Greentown Service and commercial management companies like China Resources Vientiane Life[9] Risk Factors - Risks include potential delays in the relaxation of real estate control policies, continued industry downturns, and ongoing credit risks leading to liquidity deterioration[5]