Core Insights - The real estate market in Guangzhou has shown significant growth in both visitor and subscription volumes for new residential properties during the National Day holiday period, with increases of 325% and 394% respectively compared to the previous week [1] Sales Performance - Poly Development's Guangdong company reported over 700 sales during the holiday, with the project Poly Tianyao generating sales of 850 million yuan (approximately 8.5 billion yuan) over 8 days, averaging over 100 million yuan (approximately 1 billion yuan) in daily sales [1] - Vanke's Guangfo company achieved 535 transactions during the holiday period [1] - Zhu Shi Real Estate's Guangzhou region recorded cumulative sales exceeding 1.5 billion yuan (approximately 15 billion yuan) [1] - Yuexiu Real Estate's Guangzhou company reported multiple projects with transaction amounts exceeding 200 million yuan (approximately 2 billion yuan) [1]

Core Viewpoint - There are rumors regarding adjustments in the shareholding structure of Poly Developments, potentially related to the integration with Poly Real Estate. However, Poly representatives clarified that the adjustments are primarily in response to requirements for reducing the legal entity level, with no changes to other structures or management arrangements. Poly Developments remains a key subsidiary of Poly Group, managed directly by the group [1]. Group 1 - Poly Real Estate has acknowledged the recent increase in its share price and trading volume, confirming that it is unaware of any reasons for these fluctuations or any information that must be disclosed to prevent the company's securities from being subject to a false market [1].

Core Viewpoint - Poly Developments and Holdings Group Co., Ltd. announced the addition of six new real estate projects in September, covering Shanghai, Putian, and Nanchang, with a total land area of 132,007 square meters and a planned floor area of 227,171 square meters [1] Group 1: Project Details - In Shanghai's Hongkou District, three new projects were added: 50 Block, 52 Block, and 73 Block, all acquired through cooperation, with land areas of 7,823 square meters, 4,193 square meters, and 944 square meters respectively [1] - A new residential project was added in Shanghai's Yangpu District at 439 Block, with a land area of 57,099 square meters and a planned floor area of 62,809 square meters, requiring a payment of 286,851 thousand yuan and a 75% equity ratio [1] - In Putian City, a new residential project was added in Licheng District, with a land area of 38,806 square meters and a planned floor area of 116,418 square meters, requiring a payment of 44,825 thousand yuan and a 51% equity ratio [1] - In Nanchang City, a new residential project was added in Xihu District through auction, with a land area of 14,643 square meters and a planned floor area of 21,965 square meters, requiring a payment of 12,476 thousand yuan and a 100% equity ratio [1]

Core Insights - Poly Developments reported a decline in both signed area and sales amount for September, indicating potential challenges in the real estate market [1] Sales Performance - In September, Poly Developments achieved a signed area of 1.119 million square meters, representing a year-on-year decrease of 10.46% [1] - The signed sales amount for the same period was 20.531 billion yuan, which reflects a year-on-year decrease of 1.84% [1]

Group 1 - Jieqiang Equipment has completed the acquisition of 51% stake in Shandong Carbon Seeking, which will now be included in the company's consolidated financial statements [1] - Tonghua Dongbao's insulin injection product has received marketing approval in Myanmar for diabetes treatment [1] - New Light Optoelectronics' actual controller plans to increase shareholding by 5 to 10 million yuan within six months [2] Group 2 - Far East Holdings received contracts worth 1.769 billion yuan in September [3] - Poly Developments reported a 1.84% decrease in signed sales amount in September, totaling 20.531 billion yuan [4] - ST Nuotai expects a net profit increase of 5.62% to 13.74% for Q3 2025 [7] Group 3 - Chongqing Port's controlling shareholder plans to merge with another entity, changing the controlling shareholder to Chongqing Logistics Group [9] - New Energy Company reported a 28.21% increase in cumulative power generation from January to September [11] - Dashiang Co. announced the resignation of its chairman due to personal reasons [12] Group 4 - Liao Port Co. announced the resignation of a non-executive director due to work changes [13] - Zhongzai Resources received a government subsidy of 5.33 million yuan, accounting for 23.72% of its audited net profit for 2024 [14] - Xiaoming Co. reported a sales revenue of 66.15 million yuan from chicken products in September [15] Group 5 - Tianyi Co. signed a framework contract worth 23.50 million yuan for e-business network terminal production [16] - Jingu Co. signed a strategic cooperation agreement with Ninebot Technology for lightweight materials [18] - Tianbang Foods reported a sales revenue of 634 million yuan from commodity pigs in September [20] Group 6 - Shaanxi Energy's subsidiary received an administrative penalty for safety violations, resulting in a fine of 940,000 yuan [22] - North Bay Port reported a 9% increase in cargo throughput in September [23] - Tangrenshen reported a sales revenue of 639 million yuan from pig sales in September [24] Group 7 - Dabeinong reported a sales revenue of 541 million yuan from pig sales in September [25] - Jiukang Bio obtained four medical device registration certificates [26] - Canan Co. invested 90 million yuan in structured deposits with a bank [27] Group 8 - Zhuhai Port reported a 5.44% decrease in cargo throughput in Q3 [28] - Jinli Yongmag expects a net profit increase of 157% to 179% for the first three quarters [29] - Huamao Logistics' controlling shareholder plans to increase shareholding by 64.5 to 129 million yuan [30] Group 9 - Dongjie Intelligent signed a 50 million yuan contract for intelligent warehousing in the steel industry [31] - Sais Technology signed a cooperation framework agreement with Volcano Engine for intelligent robotics [32] - Huadong Pharmaceutical's subsidiary received approval for clinical trials of a new drug targeting advanced solid tumors [34] Group 10 - TCL Technology completed the acquisition of 80% and 100% stakes in LG Display's subsidiaries for 11.088 billion yuan [34] - Shuangliang Energy won a 419 million yuan EPC project for cooling systems [36] - Ruina Intelligent announced plans for shareholders to reduce their stakes by up to 1.18% [38] Group 11 - Baodi Mining announced plans for shareholders to reduce their stakes by up to 5.45% [40] - Xinyi Technology's shareholders set the transfer price for shares at 328 yuan each [42] - Sunshine Power submitted an application for H-share listing on the Hong Kong Stock Exchange [44] Group 12 - Qisheng Technology's controlling shareholder plans to reduce their stake by up to 3.09% [46] - Wu Ming Kangde sold 30.3 million shares of Wu Ming He Lian through block trading [48] - Qiaoyin Co. announced plans for shareholders to reduce their stakes by up to 6% [49] Group 13 - Muyuan Foods reported a sales revenue of 9.066 billion yuan from commodity pigs in September [51] - Huawang Technology's shareholders plan to reduce their stakes by up to 1.1% [53] - Huaxin Xinchuang received a project notification from Lantu Automotive for display components [54] Group 14 - China Merchants Shekou reported a signed sales amount of 16.698 billion yuan in September [55] - Shao Neng Co. received approval for an antitrust review regarding a share acquisition [57] - Pengding Holdings reported a 6.21% increase in consolidated revenue in September [58] Group 15 - Ganfeng Lithium is advancing its solid-state battery commercialization and strategic investment in the energy storage sector [59]

格隆汇10月10日丨保利发展(600048.SH)公布，2025年9月，公司实现签约面积111.90万平方米，同比减 少10.46%；签约金额205.31亿元，同比减少1.84%。2025年1-9月，公司实现签约面积1010.42万平方米， 同比减少25.13%；签约金额2017.31亿元，同比减少16.53%。 ...

证券代码：600048 证券简称：保利发展 公告编号：2025-086 2025 年 9 月份销售情况简报 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。 2025 年 9 月，公司实现签约面积 111.90 万平方米，同比减少 10.46%；签约 金额 205.31 亿元，同比减少 1.84%。 保利发展控股集团股份有限公司 董事会 二〇二五年十月十一日 由于销售过程中存在各种不确定性，上述销售数据可能与定期报告披露的数 据存在差异，相关数据以公司定期报告为准。 特此公告。 2025 年 1-9 月，公司实现签约面积 1010.42 万平方米，同比减少 25.13%； 签约金额 2017.31 亿元，同比减少 16.53%。 ...

证券代码：600048 证券简称：保利发展 公告编号：2025-087 关于本公司获得房地产项目的公告 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。 图 2：莆田市荔城区海丰北街东侧地块 莆田市荔城区 海丰北街东侧地块 南昌市西湖区 丹桂路西侧地块 自公司《关于本公司获得房地产项目的公告》（公告编号 2025-079）披露 以来，公司新增加房地产项目 6 个，项目信息如下（具体位置详见附图）： 二〇二五年十月十一日 单位：平方米、万元 序号 项目名称 获取 方式 土地 用途 用地 面积 规划容积 率面积 我方需支 付价款 权益 比例 1 上海市虹口区 北外滩街道 50 街坊地块 合作 商住 7,823 8,527 38,927 75% 2 上海市虹口区 北外滩街道 52 街坊地块 合作 商业 4,193 5,744 15,471 75% 3 上海市虹口区 北外滩街道 73 街坊地块 合作 商住 9,442 11,708 97,990 75% 4 上海市杨浦区 新江湾城街道 439 街坊地块 合作 住宅 57,099 62,8 ...

Core Viewpoint - Poly Developments has announced the addition of 6 new real estate projects since the previous announcement regarding the acquisition of real estate projects [1] Company Summary - Poly Developments (stock code: 600048.SH) has disclosed the acquisition of 6 new real estate projects [1]

Core Points - Poly Developments (600048.SH) reported a signed area of 1.119 million square meters in September 2025, a year-on-year decrease of 10.46% [1] - The signed amount for the same period was 20.531 billion yuan, reflecting a year-on-year decrease of 1.84% [1] - For the first nine months of 2025, the company achieved a signed area of 10.1042 million square meters, down 25.13% year-on-year [1] - The signed amount for the first nine months was 201.731 billion yuan, a decrease of 16.53% compared to the previous year [1]