Group 1: Market Overview - In June, real estate companies are focusing on performance improvement as they approach mid-year targets, with marketing activities concentrated around key dates like "6·18" and "6·30" [1] - The overall performance of the real estate market in May showed significant differentiation, with some companies planning to increase their marketing efforts in June to boost sales [1] Group 2: Shenzhen Market - In Shenzhen, the new housing market saw a decline in May, with a 14.4% decrease in transactions, but an increase in new launches is expected in June, with 10 new residential projects anticipated [2][3] - Notable projects include those developed by China Overseas Land & Investment and China Merchants Shekou, with sales performance showing promising results for newly launched properties [3] Group 3: Guangzhou Market - Guangzhou's real estate market experienced a 41% month-on-month increase in new home transactions in May, attributed to the launch of improvement-type properties in central areas [5][6] - Eight new projects are set to launch in June, with a focus on high-efficiency housing products that meet the new regulations [5] Group 4: Hangzhou Market - In Hangzhou, the new housing market faced a decline in transactions in May, but June is expected to see a surge in new launches, with 29 projects planned [7][8] - Key projects include those by China Merchants Shekou and other local developers, with a focus on larger unit sizes [7] Group 5: Nanjing Market - Nanjing's real estate market saw a decline in both transaction volume and prices in May, but June is expected to bring 14 new launches, with a focus on high-end projects [9][10] - Companies are employing discount strategies to boost sales, with some projects seeing significant price reductions to increase transaction volumes [9][10]

Group 1: Housing Fund Cooperation in Guangdong - Six cities in Guangdong, including Shenzhen, have signed a cooperation agreement to promote the mutual recognition and connectivity of housing provident fund loans, aiming to enhance regional housing services [1] - The agreement includes four key aspects: providing seamless services for housing provident funds, mutual recognition of loans, information sharing, and establishing a risk prevention mechanism [1] - This initiative is expected to lower the barriers for cross-city home purchases, stimulate regional housing consumption, and expand the potential customer base for real estate companies in the Greater Bay Area [1] Group 2: Shanghai's Public Rental Housing Initiative - Shanghai's Minhang district plans to acquire existing commercial housing to convert into affordable rental housing, aiming to stabilize the housing market [2] - The acquisition will focus on properties that meet specific criteria, including being over 7,500 square meters and having clear ownership [2] - This move is anticipated to alleviate inventory pressure for real estate companies in the area and promote a dual-track housing system combining public and market housing [2] Group 3: Evergrande's Bad Debt Sale - Evergrande's affiliated companies have listed approximately 11.3 billion yuan in bad debts for sale, indicating an acceleration in debt disposal [3] - The bad debts involve various projects across major cities, raising concerns about the asset quality and debt repayment capabilities of Evergrande and related firms [3] - This situation may lead to increased caution among investors regarding high-leverage real estate companies [3] Group 4: Leadership Change at Yuexiu Group - Yuexiu Group announced the appointment of Chen Qiang as the new chairman, succeeding Zhang Zhaoxing, who is retiring [4] - Chen Qiang has a background in capital operations and has held leadership positions in various investment and management companies [4] - The leadership change may prompt the market to reassess Yuexiu Group's strategic direction and potential value under the new leadership [4] Group 5: Land Acquisition by Huafa and Jinjiang - Huafa and Jinjiang jointly acquired a residential land parcel in Chengdu for approximately 1.617 billion yuan, with a floor price of 22,000 yuan per square meter and a premium rate of 13.99% [5] - The land is located in a well-developed area, indicating high investment value and favorable planning [5] - This acquisition is expected to enhance the land reserves of Huafa and Jinjiang, potentially increasing their market share and influence in the region [5]

智通财经记者 | 王妤涵 珠海国资的新一轮改革仍在继续。 近日，华发股份发布公告称，公司董事局主席李光宁因工作调整辞去董事局主席、董事及在公司担任的 其他所有职务；原董事局副主席郭凌勇被选举为新任董事局主席，接棒李光宁。 据悉，李光宁目前已调任至珠海科技产业集团有限公司（以下简称 "珠海科技集团"）担任负责人，该 公司于今年5月28日揭牌成立，注册规模达到500亿元。 李光宁的告别不仅标志着华发股份一个时代的终结，更折射出珠海国资体系在深化改革的背景下，对房 企战略的重新布局。 关键十年 李光宁与华发的故事始于1998年，从基层岗位起步，他历任公司董事局秘书、董事、副主席、总裁等职 务，最终在2014年登上董事局主席之位。 新帅登场 继任者郭凌勇同李光宁一样，也是华发体系内培养出的资深干将。 郭凌勇出生于1973年，毕业于北京师范大学，而后于2007年加入华发，担任市场部经理一职。 郭凌勇在华发体系内的崛起，与其在城市运营领域的突出贡献密不可分。2009年，华发启动城市运营战 略，成立珠海十字门中央商务区建设控股公司，郭凌勇主导了十字门商务区从无到有的建设全过程。 在十字门项目成功后，他又带领团队打造了金湾航 ...

二、离任对公司的影响 本公司董事局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。 一、提前离任的基本情况 珠海华发实业股份有限公司（以下简称"公司"）收到公司董事、执行副总 裁张延先生向公司董事局递交的书面辞职报告，因个人原因，张延先生申请辞去 其所担任的公司第十届董事局董事、执行副总裁及下属子公司所有职务。辞职后 张延先生不再担任公司及下属子公司任何职务，辞职报告自送达董事局之日起生 效。 | | | | | | | 是否继续在上 | 是否存在 | | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | 离任时间 | | 原定任期 到期日 | 离任原因 | 市公司及其控 股子公司任职 | 未履行完 毕的公开 | | | | | | | | | 承诺 | | 张延 | 董事、执行 | 2025 6 | 年 | 第十届董事 | 个人原因 | 否 | 否 | | | 副总裁等 | 月 6 | 日 | 局截止日 | | | | 证券代码：600325 证券简称：华发股份 公 ...

证券代码：600325 证券简称：华发股份 公告编号：2025-053 珠海华发实业股份有限公司 关于股份回购进展公告 本公司董事局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。 二、回购股份的进展情况 2025 年 5 月，公司通过集中竞价交易方式回购股份 1,915,000 股，回购股份占 公司总股本的比例约为 0.070%，回购成交的最高价为 4.92 元/股，最低价为 4.88 元/股，支付的总金额为 9,391,994.20 元（不含印花税、交易佣金等费用）。截至 2025 年 5 月 30 日，公司通过上海证券交易所交易系统以集中竞价交易方式累计回购公 司股份 940 万股，占公司目前总股本的比例为 0.342%，回购成交的最高价为 5.83 元/股，最低价为 4.88 元/股，成交总金额为人民币 49,333,623.20 元（不含印花税、 交易佣金等费用）。本次回购符合回购股份相关法律法规的规定及公司回购股份方 案。 重要内容提示： | 回购方案首次披露日 | | 2024/10/30 | | | | | | | --- ...

Core Viewpoint - The real estate market in China has shown signs of stabilization and improvement since 2025, driven by financial policies and the implementation of special bonds, leading to better indicators in land auctions, housing prices, and inventory reduction [3][14]. Group 1: Market Trends - The overall real estate market has transitioned from merely addressing the availability of housing to focusing on the quality of housing, emphasizing the importance of building "good houses" to meet the needs of the public [14]. - The introduction of the "good house" concept in government reports marks a significant shift towards high-quality residential projects, which are expected to dominate new supply [3][14]. - The 2025 first half product evaluation revealed a total of 60 projects that met the criteria for high-end, light luxury, and quality categories, indicating a competitive landscape focused on product quality [13][14]. Group 2: Evaluation Process - The evaluation process for residential projects includes criteria such as design, living experience, interior decoration, community space, and project awards, ensuring a comprehensive assessment of product quality [13][14]. - The evaluation will culminate in the announcement of the "Top Ten High-end/Light Luxury/Quality Works" and the "Good House Comprehensive Award/Individual Awards" in late June [13][14]. - The evaluation process involves expert reviews and public voting, enhancing the credibility and transparency of the assessment [13][14]. Group 3: Industry Response - Real estate companies are actively responding to the "good house" strategy by enhancing housing quality and increasing configurations in similar product categories to boost competitiveness [14]. - The rise of AI technology is opening new possibilities for smart housing, aligning with the industry's goal to meet diverse living needs and improve the quality of life for buyers [14]. - The ongoing "Good House Tour" initiative aims to showcase award-winning projects and benchmark developments, fostering a platform for product quality exchange and collaboration within the industry [14].

近期珠海市大手笔对国企国资体系进行改革，重要的人事任命也逐步浮出水面。5月30日晚，华发股份 (600325)发布公告称，公司董事局主席李光宁因工作调整调任珠海科技产业集团有限公司负责人，申请 辞去公司董事局主席、董事及在公司担任的其他所有职务。同时华发股份于当日选举董事局副主席郭凌 勇为董事局主席，任期与本届董事局任期一致。 公告中涉及的珠海科技产业集团，正是珠海市近期新一轮国企国资改革重组的重要成果，肩负着珠海推 进产业招引、构建新质生产力核心平台的使命。李光宁在将华发股份带到全国前十之后功成身退，再挑 大梁调任珠海科技产业集团，将再发挥其开拓创新的掌舵优势，助力珠海打造经济发展新引擎。 李光宁自1998年加入华发股份，历任公司董事局秘书、董事、董事局副主席、总裁等职务，2014年起担 任公司董事局主席。在李光宁的主导下，华发股份于2004年成功于上交所上市，实现珠海首家房地产企 业上市突破，并自2012年起开启"立足珠海、面向全国"的发展战略，业务版图从珠海、中山等少数几个 城市拓展到北上广深和成都、杭州、西安、南京等全国一二线核心城市，形成了珠海大区、华东大区、 华南大区及北方区域的"3+1"全国性战 ...

Core Insights - The sales performance of the top 100 real estate companies in China for the first five months of 2025 shows a total sales amount of 1,443.64 billion yuan, representing a year-on-year decline of 10.8% [1] - The average sales amount for the top 10 companies is 70.75 billion yuan, down 9.5% year-on-year, while the top 51-100 companies saw a more significant decline of 15.6% [1] - Despite the overall decline, some companies experienced month-on-month sales growth in May, with a total sales amount of 294.58 billion yuan, reflecting a 3.5% increase from April [2] Group 1: Sales Performance - The top 100 real estate companies had a total sales amount of 1,443.64 billion yuan from January to May, down 10.8% year-on-year [1] - Among the top 10 companies, Poly Developments maintained the highest sales at 116.1 billion yuan, followed by Greentown China at 96.44 billion yuan [1][2] - In May, 22 companies reported a month-on-month sales increase greater than 30%, including Greentown China and China Overseas Land & Investment [2] Group 2: Market Dynamics - The real estate market is experiencing a mixed performance, with some projects in key cities achieving rapid sales, while others face a lack of interest [3][4] - The "daylight" phenomenon, where properties sell out on the first day of opening, is prevalent in Shanghai, indicating strong demand for well-located and high-quality properties [3] - The market is expected to maintain a loose policy environment in June, with increased promotional efforts from real estate companies [4] Group 3: Future Outlook - The market is anticipated to stabilize in the long term, but short-term disparities between different cities and projects are likely to continue [4] - Companies are encouraged to refine their strategies and focus on building high-quality properties to navigate the current market challenges [4]

本公司董事局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。 一、关于董事局主席辞职的相关情况 珠海华发实业股份有限公司（以下简称"公司"）收到公司董事局主席李光 宁同志向公司董事局递交的书面辞职报告，李光宁同志因工作调整调任珠海科技 产业集团有限公司负责人，故申请辞去公司董事局主席、董事及在公司担任的其 他所有职务，辞职后李光宁同志不再担任公司及下属子公司任何职务，辞职报告 自 2025 年 5 月 30 日起生效。 | 是否继续 | 是否存 | 在上市公 | 在未履 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 原定任期 | 姓名 | 离任职务 | 离任时间 | 离任原因 | 司及其控 | 行完毕 | 到期日 | | | | | | | 股子公司 | 的公开 | 任职 | 承诺 | | | | | | | | | | | 董 | 事 | 局 | 主 | 席、董事、 | | | | ...

律师声明事项: 1、本法律意见书是经办律师根据出席本次股东大会所掌握的法律事实及公 司提供的有关资料发表法律意见。 广东恒益律师事务所 关于珠海华发实业股份有限公司 2025 年第三次临时股东大会的法律意见书 粤恒益法字 2025 第 128 号 致:珠海华发实业股份有限公司 根据《中华人民共和国证券法》(以下简称:"《证券法》")、《中华人民 共和国公司法》(以下简称:"《公司法》")和中国证券监督管理委员会《上市 公司股东大会规则》(以下简称:"《股东大会规则》")等相关法律、法规和其 他规范性文件要求,广东恒益律师事务所(以下简称:"本所")接受珠海华发实 业股份有限公司(以下简称:"公司")的委托,指派本所律师通过现场会议方式 对公司 2025年第三次临时股东大会(以下简称:"本次股东大会")进行见证, 对本次股东大会的召集与召开程序,出席会议人员资格、表决程序等重要事项出 具法律意见。 2、公司已向本所保证,其已提供为出具本法律意见书所需要的资料,并保 证该等资料真实、准确、完整。 3、本所律师按照《股东大会规则》的要求,对公司提供的本次股东大会的 召集与召开程序、出席会议人员资格、表决程序以及本次 ...