【深圳商报讯】（记者 陈燕青）中指研究院最新发布数据显示，前三季度百强企业拿地总额7278亿 元，同比增长36.7%，增幅较前8个月扩大8.7个百分点。其中，中海地产、绿城中国、华润置地位居前 三名。 从新增货值来看，绿城中国、保利发展（600048）和中海地产位列前三。前三季度绿城中国以1175亿元 新增货值占据榜单第一，保利发展新增货值为1010亿元，位列第二，中海地产以952亿元新增货值位列 第三。百强企业前三季度新增货值总额7638亿元，占比42.5%。 从重点城市拿地金额TOP10房企来看，央企、国企和地方国资仍是主力，民企仅在重点深耕区域补充土 储。 9月份，部分房企通过收购形式获取大规模土地，导致拿地总额同比增幅扩大，拿地金额前10家企业中8 家为央国企。 ...

招商时代潮派售楼处。 李贝贝/摄 本报（chinatimes.net.cn）记者李贝贝 上海报道 国庆节、中秋节"双节"期间（10月1日—10月8日），《华夏时报》记者在实地走访中发现，尽管受长假 出游影响，客户来访量偏低，但仍有多个新盘启动认筹、开盘，续销楼盘亦采取各类方式加强促销，客 户到访量和成交量均有明显增长。 10月8日，保利发展上海公司方面告诉记者，该公司于双节期间推出"11盘联动"活动，8天共计到访4000 多组客户、成交额达12.8亿元；招商时代潮派项目销售主管王会雷向《华夏时报》记者介绍说，每日仍 有40余组客户来访，目前已成功认购16套房源。 不过，来自安居客上海的数据显示，截至10月7日，上海二手房累计成交780套，较2024年同期的2133套 跌超63%。当前上海楼市分化格局下，业内对四季度成交持谨慎乐观态度。 新楼盘促销"百花齐放" "银十"开场，国庆、中秋"双节"叠加，上海新房市场紧抓销售窗口期，多个楼盘以"认筹福利+互动活动 +专属优惠"的组合拳吸引购房者，带动人气与成交双升。 例如，保利发展上海公司国庆期间进行"11盘联动"，向购房者推出"国补给力礼遇金秋"福利：千套房源 上新 ...

证券代码：600048 证券简称：保利发展 公告编号：2025-085 保利发展控股集团股份有限公司 2025年第四次临时股东大会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 本次会议是否有否决议案：无 一、会议召开和出席情况 (一)股东大会召开的时间：2025年10月9日 1、公司在任董事9人，出席7人，其中潘志华先生现场出席会议，陈关中先生、彭祎先生、童云翔先 生、章靖忠先生、张峥先生、张俊生先生视频出席会议，刘平先生、张方斌先生因工作原因未能出席会 议； 2、公司在任监事3人，出席1人，其中龚健先生视频出席会议，孔峻峰先生、李红亮先生因工作原因未 能出席会议； 3、董事会秘书出席会议。 二、议案审议情况 (一)非累积投票议案 (二)股东大会召开的地点：广州市海珠区阅江中路832号保利发展广场会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： ■ 注：上表中公司有表决权股份总数不含公司回购账户所持105,031,578股。 (四)表决方式是否符合《公司法》及《公司章 ...

Group 1 - The core viewpoint of the article indicates a recovery in the real estate market sales in September, with a total sales amount of 26,065.9 billion yuan for the top 100 real estate companies in the first nine months, reflecting a year-on-year decline of 12.2%, but the decline rate has narrowed by 1.1 percentage points compared to the first eight months [1] - In September, the monthly sales of the top 100 real estate companies increased by 11.9% month-on-month, with companies like CIFI, Binjiang, Jinmao, and Poly Real Estate showing strong sales performance [1] - The top five companies by sales amount in the first three quarters are Poly Development, Greentown China, China Overseas Property, China Resources Land, and China Merchants Shekou, with total sales amounts of 201.7 billion yuan, 178.5 billion yuan, 170.5 billion yuan, 154.4 billion yuan, and 140.66 billion yuan respectively [1] Group 2 - The China Index Academy believes that future policies will maintain a loose tone, focusing on the goal of "stopping the decline and stabilizing" and accelerating the implementation of various policies already introduced [1] - It is expected that the supply of new homes in core cities may see a mild improvement, providing some support to the market, although new projects in more cities are limited, indicating that market differentiation will continue [1]

Core Insights - The total land acquisition amount by the top 100 enterprises in the first three quarters reached 727.8 billion yuan, representing a year-on-year increase of 36.7%, with the growth rate expanding by 8.7 percentage points compared to the first eight months [1] Group 1: Land Acquisition Trends - In September, several real estate companies acquired large-scale land through acquisitions, leading to an increase in the year-on-year growth of land acquisition amounts [1] - Among the top 10 enterprises by land acquisition amount, 8 are state-owned enterprises [1] Group 2: New Value Addition - In terms of new value added, Greentown China, Poly Developments, and China Overseas Land & Investment ranked as the top three [1] - Greentown China topped the list with a new value of 117.5 billion yuan, followed by Poly Developments with 101 billion yuan, and China Overseas with 95.2 billion yuan [1] - The total new value added by the top 100 enterprises in the first three quarters amounted to 763.8 billion yuan, accounting for 42.5% of the total [1] Group 3: Key Players in Major Cities - State-owned enterprises and local state-owned assets remain the main players in land acquisition among the top 10 enterprises in key cities, while private enterprises are only supplementing land reserves in key areas [1]

智通财经APP讯，保利发展(600048.SH)发布公告，公司控股股东保利南方集团有限公司(简称"保利南 方")拟将其持有的公司45.12亿股股份全部无偿划转至中国保利集团有限公司(简称"保利集团");保利南方 为保利集团的全资子公司，属于《上市公司收购管理办法》规定的一致行动人，本次股份划转为在同一 实际控制人控制的主体之间进行，不导致上市公司的实际控制人发生变化，不涉及向市场增持或减持， 不涉及要约收购;本次无偿划转完成后，保利集团将直接持有公司股份48.75亿股(占公司总股本的 40.72%)，为公司控股股东;保利南方将不再持有公司股份。 ...

Core Insights - Real estate companies are continuing to focus on "core city concentration and risk control" in their land acquisition strategies, with significant differentiation in investment pace among firms [1][6] - The top state-owned enterprises dominate core city land acquisitions due to their financial advantages, while mixed-ownership and private enterprises are adopting more cautious investment approaches [1][6] Land Acquisition Trends - In September 2025, the top 50 real estate companies added a total of 2.2564 million square meters of land, representing a month-on-month decrease of 54.03%. However, the cumulative land area acquired from January to August reached 36.2423 million square meters, showing a year-on-year increase of 7.19% [1][3] - Leading companies in land acquisition include China Overseas Land & Investment, China Merchants Shekou, and Poly Developments, with land reserves of 3.0937 million square meters, 2.7564 million square meters, and 2.6719 million square meters, respectively [3][4] Investment Amounts and New Value - The top five companies in terms of land investment amounts from January to August are China Resources Land, China Overseas Land & Investment, Greentown China, Poly Developments, and China Merchants Shekou, with respective investment amounts of 58.45 billion yuan, 55.01 billion yuan, 50.24 billion yuan, 47.87 billion yuan, and 40.46 billion yuan [3][4] - The companies with the highest new land value added during the same period are Poly Developments, China Overseas Land & Investment, and China Merchants Shekou, with new values of 89.45 billion yuan, 81.09 billion yuan, and 80.69 billion yuan, respectively [3][4] Recent Land Acquisitions - In August, China Resources Land acquired three plots in Shanghai, Shenzhen, and Guangzhou, with a total land area of 383,900 square meters and an acquisition amount of 26 billion yuan [3][5] - China Merchants Shekou secured four plots in Shanghai, Shenzhen, and Xi'an, totaling 437,100 square meters for 12.875 billion yuan, while Poly Developments acquired two plots in Sanya for 1.134 billion yuan [3][5] Market Dynamics - The current land acquisition landscape shows significant differentiation, with top state-owned enterprises frequently acquiring land in major cities, while mixed-ownership and private firms are focusing on risk aversion and financial safety [6] - The competition for high-quality land plots remains intense, and the divergence in investment strategies among companies is expected to deepen, leading to a more pronounced structural differentiation in market activity [6]

Core Insights - The new housing market in September showed strong performance, with many real estate companies experiencing month-on-month sales growth [1][2] - The top 100 real estate companies achieved a sales turnover of 252.78 billion yuan in September, representing a month-on-month increase of 22.1% and a year-on-year increase of 0.4% [1][2] - Despite the month-on-month recovery, the overall sales scale remains at historically low levels [2][3] Sales Performance - In the first nine months of the year, the total sales amount for the top 100 real estate companies was 2.60659 trillion yuan, a year-on-year decrease of 12.2%, with the decline narrowing by 1.1 percentage points compared to the first eight months [1][2] - Poly Developments achieved a total sales amount of 201.7 billion yuan, becoming the first company to exceed 200 billion yuan in sales this year [2] - In September, 72 of the top 100 real estate companies reported month-on-month sales growth, with 45 companies experiencing growth rates exceeding 30% [3] Market Dynamics - September, traditionally a peak sales month, saw a significant increase in new housing supply, with a 55% month-on-month rise in 30 monitored cities [4] - The transaction volume in first-tier cities reached 1.6 million square meters in September, up 16% month-on-month and 1% year-on-year [5] - Core cities are optimizing demand-side policies, which is expected to support market stability, although many cities still face adjustment pressures [5][6] Future Outlook - The new housing transaction volume is expected to remain low, with potential further declines in year-on-year comparisons due to high base effects from last October [5] - The market is anticipated to continue showing differentiation, with core cities maintaining higher activity levels while other cities may struggle with low absorption rates [5][6] - The overall policy environment is expected to remain accommodative, focusing on stabilizing the market and expediting the implementation of existing policies [5][6]

Core Insights - The report from Guandian Index indicates that the top 50 real estate companies added a total of 2.2564 million square meters of land in August, representing a month-on-month decrease of 54.03% [1] - However, the cumulative land area acquired by these companies from January to August reached 36.2423 million square meters, showing a year-on-year increase of 7.19% [1] Group 1: Land Acquisition Trends - Leading companies in land acquisition include China Overseas Land & Investment, China Merchants Shekou, and Poly Developments, with new land reserves of 3.0937 million square meters, 2.7564 million square meters, and 2.6719 million square meters respectively [3] - The companies with the highest land investment amounts from January to August are China Resources Land, China Overseas Land & Investment, and Greentown China, with equity land acquisition amounts of 58.45 billion yuan, 55.01 billion yuan, and 50.24 billion yuan respectively [3] - The companies with the most new land value added from January to August are Poly Developments, China Overseas Land & Investment, and China Merchants Shekou, with new land values of 89.45 billion yuan, 81.09 billion yuan, and 80.69 billion yuan respectively [3] Group 2: Strategic Focus and Market Dynamics - The land acquisition strategy remains focused on "core city concentration and risk control priority," with leading state-owned enterprises leveraging their financial and resource advantages to compete for quality core land [4][5] - Mixed-ownership and private enterprises are adopting a more cautious investment approach, emphasizing risk control and slowing down their land acquisition pace [4][5] - A notable transaction in August involved a joint bid by China Merchants and China Resources for a plot in Shenzhen, which was sold for 8.64 billion yuan, marking the highest total price for a land plot in Shenzhen this year [4] Group 3: Future Outlook - The current land acquisition landscape shows significant differentiation, with top state-owned enterprises actively acquiring land in major cities, while mixed-ownership and private firms are focusing on financial safety and precise layouts [5] - The competition for quality land is expected to remain intense under the "core city focus + risk control priority" framework, leading to a more pronounced structural differentiation in market activity [5]

Group 1 - Jinli Permanent Magnet expects a net profit of 505 million to 550 million yuan for the first three quarters of 2025, representing a year-on-year increase of 157% to 179% [1] - Guangdong Mingzhu anticipates a net profit of 215 million to 263 million yuan for the first three quarters of 2025, with a year-on-year growth of 858.45% to 1,071.44% [1] - Guangda Special Materials forecasts a net profit of approximately 248 million yuan for the first three quarters of 2025, reflecting a year-on-year increase of about 213.92% [2] Group 2 - Taotao Vehicle expects a net profit of 580 million to 620 million yuan for the first three quarters of 2025, indicating a year-on-year growth of 92.46% to 105.73% [2] - Dongfang Wealth has set the initial transfer price at 24.40 yuan per share, which is an 8.9% discount from the closing price [3] - Ganfeng Lithium has established a complete integrated layout for solid-state batteries and possesses commercialization capabilities [3] Group 3 - Huahai Pharmaceutical's subsidiary has received acceptance for the marketing authorization application of a targeted IL-36R antibody, which is the first of its kind developed in China [4][5] - Xingqi Eye Medicine has obtained clinical trial approval for SQ-129, a sustained-release injection for treating diabetic macular edema [6] - Muyuan Foods has raised its forecast for piglet output in 2025 to a range of 12 million to 14.5 million heads [6] Group 4 - Tianhe Magnetic Materials plans to invest 900 million yuan in high-performance rare earth permanent magnet projects [6] - Qianli Technology reported a significant increase in new energy vehicle production, with 4,282 units produced in September 2025, a year-on-year increase of 975.88% [6] - Yongzhen Co. has signed a strategic cooperation agreement with BYD to provide aluminum alloy components for energy storage [6] Group 5 - Xingye Silver Tin's controlling shareholder has completed its restructuring plan without changing the control of the listed company [7] - Jiangxi Copper has experienced significant price increases in its main products, copper cathodes and gold [7] - Saisir has signed a framework agreement with ByteDance's Volcano Engine for collaboration in embodied intelligence [8] Group 6 - Luoyang Molybdenum's production and operational activities remain normal, with no significant fluctuations in production costs or sales [8] - Tongling Nonferrous Metals has reported significant price increases in its main products, copper cathodes and gold, with low processing fees for copper concentrate [8] - New Yisheng has set the initial transfer price at 328 yuan per share, reflecting a 6.6% discount from the closing price [9] Group 7 - Lichong Group has signed a strategic cooperation agreement with Weijing Intelligent to extend its business into humanoid robotics [10] - Poly Development plans to transfer 4.512 billion shares to Poly Group, making it the controlling shareholder [10] - Huajian Group's executives plan to collectively reduce their holdings by 1.05 million shares [10][11]