股东结构层面发生调整之际，格力地产（600185.SH）迎来人事变动。 4月22日晚间，格力地产公告于近日收到公司董事长陈辉的书面辞职报告，由于工作调动原因，陈辉申 请辞去其所担任的公司第八届董事会董事、董事长、董事会专门委员会及下属子公司相关职务，并不再 代行公司总裁职责。 辞职后，陈辉不再担任格力地产及下属子公司任何职务。截至4月22日，陈辉未持有格力地产股票。 与此同时，格力地产控股股东珠海投资控股有限公司（以下简称"珠海投控"）提名郭凌勇、李向东为格 力地产第八届董事会非独立董事候选人。公告显示，郭凌勇、李向东均为华发股份（600325.SH）现任 高管。就在不久前，华发股份控股股东珠海华发集团有限公司（以下简称"华发集团"）成为格力地产间 接控股股东。 而对于陈辉的最新去向，格力地产方面对《中国经营报》记者表示："相关信息请以公司公告为准。" 根据格力地产方面此前披露，陈辉出生于1971年，2022年10月起担任格力地产董事长、法定代表人，任 期三年。也就是说，距离其到任日期还有半年之际，陈辉递交了辞呈。 任职时长两年半 陈辉上任格力地产董事长是在曾执掌格力地产14年的鲁君四之后。彼时，格力地产重大 ...

年报季刚过，粤系龙头房企之一的华发股份就宣布人事调整。 就在昨天，华发股份发布重磅公告，宣布部分新的经营管理团队任命：原常务执行副总裁俞卫国、原执行副总裁张驰、原财务总监罗彬，均以"个人原 因"辞职；张巍、叶宁出任执行副总裁，杨拥军出任财务总监。 公告内容 艳姐注意到，俞卫国、张驰、罗彬都是华发股份的"老人"，在华发任职超过7年，而俞卫国在华发更是工作超20年，都见证了华发从珠海走向全国，从默 默无闻到跻身行业TOP10。 此次华发股份人事换防，背后有哪些战略考量？ 01 "78后"高管集体登场 华发股份这一轮的人事变动，艳姐觉得有2个特点： 具体来看： 张巍，1981年10月出生；本科学历，毕业于西安交通大学。张巍在华发体系内供职已超15年。 其一，干部年轻化，张巍出生于1981年、叶宁出生于1979年、杨拥军出生于1978年，正处于干事创业的黄金年龄； 其二，都有很强的专业背景，具备跨领域经验。 张巍（图源官微） 新任财务总监杨拥军，1978 年 8 月出生；本科学历，毕业于重庆工商大学会计学专业。 艳姐注意到，叶宁曾长期在金融系统工作，进入华发后大部分工作经历都在金融板块，经历过多次从0到1的开拓性工作 ...

股票代码：600325 股票简称：华发股份 公告编号：2025-040 珠海华发实业股份有限公司 第十届董事局第五十三次会议决议公告 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。 珠海华发实业股份有限公司（以下简称"公司"）第十届董事局第五十三次会议通知于2025年4月19日以 电子邮件方式发出，会议于2025年4月21日以通讯方式召开，会议符合《中华人民共和国公司法》和 《公司章程》的有关规定。经董事局十四位董事以通讯方式表决，形成如下决议： 一、以十四票赞成、零票反对、零票弃权审议通过了《关于聘任张巍先生为公司执行副总裁的议案》。 本议案已经公司第十届董事局提名委员会2025年第二次会议审议通过，同意将该议案提交公司第十届董 事局第五十三次会议审议。具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）及《上海 证券报》《中国证券报》《证券时报》《证券日报》披露的公告（公告编号：2025-041）。 二、以十四票赞成、零票反对、零票弃权审议通过了《关于聘任叶宁先生为公司执行副总裁的议案》。 本议案已经公 ...

股票代码：600325 股票简称：华发股份 公告编号：2025-040 特此公告。 珠海华发实业股份有限公司 第十届董事局第五十三次会议决议公告 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。 珠海华发实业股份有限公司（以下简称"公司"）第十届董事局第五十三次 会议通知于 2025 年 4 月 19 日以电子邮件方式发出，会议于 2025 年 4 月 21 日以 通讯方式召开，会议符合《中华人民共和国公司法》和《公司章程》的有关规定。 经董事局十四位董事以通讯方式表决，形成如下决议： 一、以十四票赞成、零票反对、零票弃权审议通过了《关于聘任张巍先生为 公司执行副总裁的议案》。本议案已经公司第十届董事局提名委员会 2025 年第 二次会议审议通过，同意将该议案提交公司第十届董事局第五十三次会议审议。 具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）及《上海证券 报》《中国证券报》《证券时报》《证券日报》披露的公告（公告编号：2025-041）。 二、以十四票赞成、零票反对、零票弃权审议通过了《关于聘任叶宁 ...

股票代码：600325 股票简称：华发股份 公告编号：2025-041 截至目前，张巍先生、叶宁先生、杨拥军先生未持有公司股票；张巍先生、 叶宁先生在公司控股股东下属企业担任董事职务，杨拥军先生与公司其他董事、 监事、高级管理人员、实际控制人及持股 5%以上的股东不存在关联关系；上述 人员未曾受过中国证券监督管理委员会及其他有关部门的处罚和证券交易所惩 戒；不存在《公司法》《上海证券交易所上市公司自律监管指引第 1 号——规范 运作》《公司章程》中规定的不得担任公司高级管理人员的情形，任职资格符合 相关法律法规、规范性文件要求及《公司章程》的规定。 公司于2025年4月21日召开第十届董事局审计委员会2025年第四次会议， 审议通过《关于聘任杨拥军先生为公司财务总监的议案》，经公司董事局审计委 员会审核，根据杨拥军先生个人履历等相关资料，认为其具备履职所需的专业知 识和工作能力，未发现其有违反《公司法》《证券法》《上市公司治理准则》《上 海证券交易所上市公司自律监管指引第 1 号——规范运作》和《公司章程》中有 关规定、不适合担任公司财务总监的情况。同意将相关议案提交至公司第十届董 事局第五十三次会议审议。 ...

Core Viewpoint - The sales performance of Huafa Group in Q1 2025 demonstrates the resilience and strategic determination of leading real estate companies amidst deep adjustments and transformations in the industry [1] Industry Trends - The Chinese real estate market is showing a "front low and back stable" recovery trend in 2024, with total commodity housing sales of 9.68 trillion yuan, a year-on-year decrease of 17.1%, but a quarter-on-quarter recovery in Q4 [1] - In Q1 2025, Huafa Group achieved a total sales amount of 29.49 billion yuan, ranking 8th among Chinese real estate companies [1] - March saw a "small spring" market due to increased supply and marketing efforts from real estate companies [1] Product Innovation - Huafa Group launched the "Huafa Technology + Good House Product System Technical Standards" based on the "Four Modernizations and Fifteen Optimizations" product concept, contributing valuable models for high-quality development in the real estate industry [2] - The company collaborated with authoritative institutions to compile the "Technology + Good House Product System White Paper," setting new benchmarks in the integration of technology and living [2] Diversified Business Development - In 2024, Huafa Group's commercial operation revenue reached 785 million yuan, a year-on-year increase of 15.41%, with 11 operational commercial centers and a total commercial area of 2.6 million square meters [3] - The company adopted a "light and heavy" model, utilizing asset securitization tools like REITs to enhance asset turnover efficiency and explore lightweight development of holding properties [3] - Huafa Property Services generated 1.675 billion yuan in revenue in 2024, a year-on-year increase of 18.85%, with a contract area exceeding 40 million square meters [3] Resource Integration and Industry Chain Collaboration - Huafa Group actively integrates resources and expands its upstream and downstream industry chains, achieving remarkable results in urban renewal, design, marketing, prefabricated buildings, and long-term rental apartments [4] - The synergistic effect of "main business empowering diversification and diversification feeding back to the main business" enhances the company's resilience during industry adjustments [4] Focus on Sustainable Development - Huafa Group prioritizes green and low-carbon strategies, leading the industry towards resource-efficient and environmentally friendly models [5] - The company has certified over 3 million square meters of green buildings and increased the application ratio of prefabricated buildings to 35% [5] - Huafa Group aims to create a harmonious relationship between the natural environment, buildings, and people through green design and planning [6] Strategic Transformation - The transformation practices of Huafa Group provide important insights for industry upgrades, focusing on quality over scale and ecological symbiosis [6] - The company continues to push for product upgrades and industry chain collaboration, integrating green technology, smart living, and commercial operations to build a sustainable development ecosystem [6]

截至4月21日收盘，租售同权概念下跌0.21%，位居概念板块跌幅榜前列，板块内，滨江集团、南国置 业、三六五网等跌幅居前，股价上涨的有8只，涨幅居前的有三湘印象、明牌珠宝、锦和商管等，分别 上涨2.86%、2.17%、1.84%。 （文章来源：证券时报网） 租售同权概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000560 | 我爱我家 | -0.56 | 19.05 | -13505.46 | | 000863 | 三湘印象 | 2.86 | 12.96 | -10055.28 | | 002574 | 明牌珠宝 | 2.17 | 12.22 | -7082.86 | | 300947 | 德必集团 | -0.97 | 9.81 | -3260.86 | | 001979 | 招商蛇口 | -0.91 | 0.49 | -2734.68 | | 600325 | 华发股份 | -1.65 | 1.23 | -2561.00 | | 600048 | 保利发展 | -1.52 | ...

Core Insights - The real estate market in China is showing signs of stabilization and recovery, driven by government policies aimed at supporting the sector [2][8] - Zhuhai Huafa Industrial Co., Ltd. (Huafa) has achieved robust growth in 2024, attributed to its precise investment strategies and diversified business layout [1][8] Policy Impact - The 2025 government work report emphasizes the need to stabilize the real estate market, with various supportive measures being implemented across different regions [2] - Measures include lifting purchase restrictions, lowering mortgage rates, and tax exemptions, which have stimulated housing demand [2] Market Performance - In the first two months of 2025, new residential sales in China reached 10,746 million square meters, with sales amounting to 1,025.9 billion yuan, showing a narrowing decline compared to 2024 [2] - Major cities like Shenzhen and Shanghai have seen significant increases in new housing transactions, with Shenzhen's new residential sales up over 80% year-on-year [2] Land Market Dynamics - The land market is experiencing heightened competition, with an average premium rate of 11.4% for land sales across 300 cities in Q1, the highest since H2 2021 [3] - Huafa's sales growth of 44.8% positions it among the top 10 real estate companies, reflecting its strong presence in high-potential cities [3] Strategic Focus - Huafa is concentrating on core first- and second-tier cities for land acquisition, successfully securing six quality projects in major cities like Shanghai and Guangzhou in 2024 [4] - The company has a substantial land reserve, with 3.7683 million square meters of planned area and 0.8363 million square meters under construction, ensuring future growth [4] Business Diversification - Huafa is expanding into new business areas, including a light-asset construction model, which allows for rapid growth without significant capital expenditure [5] - The company is actively developing commercial projects, enhancing its market presence and profitability through strategic planning and execution [6] Property Services Expansion - Huafa's property management services are expanding, achieving recognition as one of China's top property service companies and enhancing its brand reputation [7] - The company is integrating its operations across the real estate value chain, improving efficiency and competitiveness through collaboration among its various business segments [7] Future Outlook - Huafa aims to maintain a steady operational strategy and diversified business model, focusing on enhancing its core competitiveness and brand influence in the recovering real estate market [8]

Group 1 - The establishment of Zhuhai Technology Industry Group is a significant strategic layout for Zhuhai state-owned assets in the current economic situation, aiming to occupy an important position within the Zhuhai state-owned system [1][3] - Zhuhai Technology will focus on the "3+2" industrial layout, which includes new energy, semiconductors, medical health, artificial intelligence, and smart home sectors [5][6] - The integration of resources from Huafa Group and Gree Group is expected to optimize state-owned capital layout, enhance technological industry collaboration, and improve overall competitiveness [3][4] Group 2 - Other regions, including Shanghai, Jiangsu, Changsha, and Zhengzhou, are also accelerating the restructuring and construction of local state-owned platforms, indicating a broader trend in state-owned enterprise reform [2][7] - Jiangsu has established the Jiangsu National Financial Investment Group with a registered capital of 30 billion RMB, aimed at market-oriented financial enterprise equity investment [9] - The restructuring of state-owned platforms in various regions is expected to enhance investment capabilities and promote innovation in strategic emerging industries [7][9]

Group 1 - The core strategy of Huafa Group in 2024 is "Technology + Good Housing," focusing on optimizing layout and enhancing multi-business collaboration amid industry transformation [1] - The company aims to deepen its presence in core cities, particularly in first-tier and strong second-tier markets, with plans to add six quality projects and a total land reserve of approximately 337,000 square meters in 2024 [2] - Huafa Group's ongoing projects include a high-end residential complex in Chengdu and a strategic development in Shanghai, which are expected to solidify its market share in key regions [2] Group 2 - The company is expanding into light-asset business models, including project management and urban renewal, to create a dual-driven model of "Development + Service" [3] - Huafa Group integrates green concepts throughout its operations, achieving over 2 million square meters of new green building certifications in 2024 and receiving LEED Gold certification for a key project [4] - The company has committed over 34 million yuan to public welfare initiatives and has actively participated in rural revitalization projects, demonstrating its corporate social responsibility [4] Group 3 - As of the end of 2024, Huafa Group reported a cash balance of 33.2 billion yuan and a net operating cash flow of 15.899 billion yuan, indicating a solid financial position [5] - The company plans to continue its focus on high-quality development, leveraging a technical framework based on safety, comfort, green practices, and intelligence to enhance urban layouts and product quality [5] - Huafa Group's commitment to innovation in green transformation and social responsibility reflects its resilience and dedication as a state-owned enterprise [5]