9月9日，城建发展涨5.01%，截至发稿，报5.24元/股，成交1.90亿元，换手率1.78%，总市值108.77亿 元。城建发展股价已经连续3天上涨，区间累计涨幅1.42%。 资料显示，北京城建投资发展股份有限公司位于北京市朝阳区北土城西路11号城建开发大厦，成立日期 1998年12月30日，上市日期1999年2月3日，公司主营业务涉及房地产开发、对外股权投资和商业地产经 营。主营业务收入构成为：房地产开发(房屋销售)97.24%，租赁收入2.14%，其他(补充)0.23%，物业管 理0.20%，代建项目收入0.11%，房地产开发(一级土地开发)0.09%。 从基金十大重仓股角度 数据显示，中航基金旗下1只基金重仓城建发展。中航混改精选A（004936）二季度增持29.14万股，持 有股数49.25万股，占基金净值比例为10.35%，位居第一大重仓股。根据测算，今日浮盈赚取约12.31万 元。连续3天上涨期间浮盈赚取3.45万元。 中航混改精选A（004936）成立日期2017年12月14日，最新规模459.27万。今年以来收益2.59%，同类 排名7380/8179；近一年收益14.65%，同类排名634 ...

【1】深圳发布优化调整房地产政策措施 近日，深圳市住房和建设局、中国人民银行深圳市分行发布《关于进一步优化调整本市房地产政策措施 的通知》（简称《通知》），其中涉及分区优化调整居民购买商品住房政策、分区优化调整企事业单位 购买商品住房政策、利率定价机制不再区分首套住房和二套住房等核心内容。 具体来看，符合条件的居民家庭，外围区域不限制住房套数。根据《通知》，深圳市户籍居民家庭、自 购房之日前在深圳市连续缴纳社会保险或个人所得税满1年及以上的非深圳市户籍居民家庭，在罗湖 区、宝安区（不含新安街道）、龙岗区、龙华区、坪山区、光明区范围内购买商品住房不限套数。此 外，无社保非深圳市户籍居民家庭，外围区域可购2套房。 【2】城建发展+北京建工+住总金第联合体以底价29亿元摘得丰台区岳各庄村地块 近日，城建发展+北京建工+住总金第联合体以底价29亿元摘得丰台区岳各庄村A区棚户区改造土地开发 项目DC—L01地块，楼面价约5万元/平方米。 出让文件显示，该宗地块土地面积约为2.18万平方米，建筑控制规模5.8万平方米，均为R2二类居住用 地 ，容积率约2.66，限高60局部80米。 【3】首开股份以底价4.46亿元摘得朝 ...

证券研究报告 | 行业周报 gszqdatemark 2025 09 07 年 月 日 房地产开发 2025W36：本周新房成交同比-11.2%，深圳跟进放松限购 9 月 5 日，深圳跟进放松限购，整体力度较北京上海更大。对比新政前后 变化，第一，新政后限购范围进一步缩小，目前深圳执行较严格的限购政 策区域仅剩下福田区、南山区、宝安区的新安街道。第二，次核心区限购 政策进一步宽松，包括罗湖区、宝安区（不含新安街道）、龙岗区等满足购 房条件则不限购房套数；如不满足购房条件则限购 2 套，这里相较此前北 京、上海的外围定向放松力度更大，不仅向不满足购房条件的人群放松限 购，同时放松了罗湖，且从购房条件对比看，深圳也相对更宽松。第三， 外围部分区域全面取消限购，盐田区、大鹏新区不再审核购房资格，也较 北京、上海更进一步。我们预计深圳本次新政的边际效果或较北京、上海 更明显。具体深圳新政内容，详见本篇报告末尾表格。 行情回顾：本周申万房地产指数累计变动幅度为-1.5%，落后沪深 300 指 数 0.67 个百分点，在 31 个申万一级行业排名第 24 名。 投资建议：维持行业"增持"评级。我们认为重点关注房地产相关股 ...

证券代码：600266 证券简称：城建发展 公告编号：2025-47 北京城建投资发展股份有限公司 关于公司与关联人合作投资房地产项目进展情况的公告 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。 重要内容提示： ● 北京城建投资发展股份有限公司（以下简称"公司"）与北京金第房地产开发有限责任公司（以下简 称"金第公司"）、北京建邦憬瑞房地产开发有限公司（以下简称"建邦公司"）组成联合体，以29亿元的 价格竞得北京市丰台区岳各庄村A区棚户区改造土地开发项目DC-L01地块国有建设用地使用权（以下 简称"岳各庄项目"），公司与金第公司、建邦公司的投资比例为48%：10%：42%。 ● 金第公司系北京住总集团有限责任公司（以下简称"住总集团"）控股子公司，住总集团持有其90.91% 股权，住总集团为公司控股股东北京城建集团有限责任公司（以下简称"城建集团"）全资子公司，金第 公司为公司关联人，本次交易构成关联交易。 ● 本次交易未构成重大资产重组 ● 本次交易已经2025年第二次临时股东会批准 ● 截至本公告披露日，过去12个月内 ...

Core Insights - Two plots of land in Beijing's Fengtai and Chaoyang districts were sold for a total of 3.346 billion yuan, marking a significant transaction in the real estate market [1] - The Chaoyang plot is the first residential land released in the CBD core area in nearly a decade, with a limited supply of approximately 50 high-end residential units [2][3] - The Fengtai plot is part of a slum redevelopment project, with a larger scale and potential for significant residential development [4][5] Summary by Sections Chaoyang Plot - The Chaoyang plot, located in the CBD core area, covers 5,300 square meters with a building area of 7,588 square meters and a starting price of 446 million yuan [2] - The plot consists of two parts: R2 residential land and A8 community service facilities, with specific height and area regulations [2] - The project is part of a larger urban renewal initiative, aiming to transform old residential areas into modern living spaces [2][3] - The unique location near high-end commercial complexes and medical facilities enhances its attractiveness, despite the limited number of units [3] Fengtai Plot - The Fengtai plot spans approximately 2.18 hectares with a planned building area of 58,000 square meters and a starting price of 2.9 billion yuan [4] - It is strategically located between the third and fourth ring roads, with access to nearby amenities and educational institutions [5] - The project aims to improve living conditions in the area, having started its redevelopment process in 2016 [5][6] - The joint venture of three companies won the bid at a floor price of 5.03 million yuan per square meter, indicating cautious market sentiment [5][6] Market Implications - The limited supply of high-end residential units in the Chaoyang plot is expected to set a price benchmark for the high-end residential market in Beijing [3] - The Fengtai project is anticipated to attract buyers from neighboring districts due to its educational resources and potential transportation improvements [5][6] - The overall market environment remains competitive, with a high inventory of new homes in Fengtai, leading to a cautious approach from developers [5][6]

新京报贝壳财经讯 9月5日，城建发展+北京建工+住总金第联合体以底价29亿元摘得北京丰台区岳各庄 村A区棚改地块，成交楼面价50000元/平方米。 对此，中指研究院土地市场研究负责人张凯表示，长远来看，岳各庄地块凭借核心区位与教育资源，仍 有望吸引西城、海淀等区域的改善型需求。若规划中的地铁11号线青塔站（距地块约800米）顺利落 地，将显著提升交通便捷度。该地块的开发有望为丰台核心区发展注入新动力，但其实际市场表现仍需 取决于产品定位、定价策略及周边环境改善进度。 编辑 寇德娜 校对 柳宝庆 上述地块为北京市丰台区岳各庄村A区棚户区改造土地开发项目DC-L01地块R2二类居住用地，编号京 土储挂（丰）[2025]026号，土地面积21772.59平方米，总建筑规模58000平方米，容积率2.66，建筑控 高60米（局部80米），起始价29亿元，起始楼面价50000元/平方米。 ...

Core Viewpoint - The recent land auction in Beijing saw state-owned enterprises acquire two plots, indicating a cautious market environment for real estate development in the city [1][5]. Group 1: Land Auction Details - On September 5, two plots in Fengtai and Chaoyang were sold for a total of 3.346 billion yuan, with the Fengtai plot acquired at the base price of 2.9 billion yuan and the Chaoyang plot at a floor price of approximately 8.1 million yuan per square meter [1][3]. - The Chaoyang plot, known as the Hujialou site, is strategically located near key commercial and transportation hubs, making it an attractive investment despite its small size [2][3]. Group 2: Market Conditions and Implications - The Hujialou plot is the first residential land released in the CBD core area in nearly a decade, but its small scale (total area of 0.53 hectares and residential area of 0.55 hectares) limits its appeal to major developers [3][4]. - The plot's limited development potential may deter large-scale real estate firms, as it does not significantly contribute to their growth or product optimization [4][5]. - The successful acquisition of the Hujialou plot by Shoukai marks its return to the Beijing land market after a two-year hiatus, reflecting a strategic move to rebuild its land reserves [5][6]. Group 3: Future Market Outlook - The upcoming supply of luxury residential projects in Chaoyang, including the Hujialou and Sun Palace plots, is expected to intensify competition in the market [6][7]. - The Fengtai plot, acquired by a consortium of state-owned enterprises, is positioned near educational resources and established commercial areas, which may attract buyers from neighboring districts [7][8]. - Long-term prospects for the Fengtai plot could improve with the planned construction of the subway line 11, enhancing transportation accessibility [8].

证券代码：600266 证券简称：城建发展 公告编号：2025-47 北京城建投资发展股份有限公司 关于公司与关联人合作投资房地产项目进展情况的公告 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。 重要内容提示： 1 北京城建投资发展股份有限公司（以下简称"公司"）与 北京金第房地产开发有限责任公司（以下简称"金第公 司"）、北京建邦憬瑞房地产开发有限公司（以下简称"建 邦公司"）组成联合体，以 29 亿元的价格竞得北京市丰 台区岳各庄村 A 区棚户区改造土地开发项目 DC-L01 地块国有 建设用地使用权（以下简称"岳各庄项目"），公司与金第 公司、建邦公司的投资比例为 48%：10%：42%。 金第公司系北京住总集团有限责任公司（以下简称"住总 集团"）控股子公司，住总集团持有其 90.91%股权，住 总集团为公司控股股东北京城建集团有限责任公司（以下 简称"城建集团"）全资子公司，金第公司为公司关联人， 本次交易构成关联交易。 本次交易未构成重大资产重组 本次交易已经 2025 年第二次临时股东会批准 截至本公告披露日 ...

Group 1 - Beijing sold two residential land parcels in Fengtai and Chaoyang districts on September 5, with a total transaction amount of 3.346 billion yuan [1] - The Chaoyang district land parcel is the first residential land offered in the CBD core area in nearly a decade, providing significant price reference for the high-end residential market in Beijing [1][2] - The Chaoyang land has a total area of 5,300 square meters, with a residential area of 2,700 square meters and a starting price of 446 million yuan, ultimately sold at the starting price [1][2] Group 2 - The Fengtai district land parcel covers an area of 21,772.59 square meters, with a total building scale of 58,000 square meters and a starting price of 2.9 billion yuan, also sold at the starting price [1][3] - The Fengtai land's transaction price of approximately 50,000 yuan per square meter is competitive compared to surrounding new homes, with future price expectations reaching 90,000 to 100,000 yuan per square meter [3] - The current new home inventory in Fengtai is high, with a de-stocking cycle of about 36 months, indicating a competitive market environment [3]

人民财讯9月5日电，9月5日，北京出让2宗涉宅用地，分别位于丰台区和朝阳区，总成交金额33.46亿 元。 其中，丰台区地块由城建发展（600266）、北京建工、住总金第联合体以底价29亿元竞得，成交楼面价 50000元/平方米；朝阳区地块由首开以底价4.46亿元竞得，综合楼面价58777元/平方米，去除社区综合 服务设施建面后，住宅楼面价80973元/平方米。 ...