A股开盘，三大指数集体高开，上证指数涨0.05%。深证成指涨0.27%，创业板指涨0.13%。盘面上，锂 矿股全线上涨，永杉锂业涨停，天齐锂业涨超9%，宁德时代枧下窝采矿端确定停产，且短期内没有复 产计划；基础建设板块盘初拉升，北新路桥、新疆交建涨停；房地产板块活跃，万通发展涨停，首开股 份涨超5%，北京近日放开五环外住房限购，周末看房量大涨；现货黄金早盘跌破3370美元，黄金股集 体走低，赤峰黄金、西部黄金跌超3%。(格隆汇) ...

Summary of Key Points Core Viewpoint - The company reported its signed area and amount for the year 2025, indicating a significant performance in the real estate sector with a total signed area of 55,700 square meters and a signed amount of 771 million yuan for July 2025 [1] Group 1: Performance Metrics - In July 2025, the company achieved a signed area of 55,700 square meters and a signed amount of 771 million yuan [1] - From January to July 2025, the company recorded a total signed area of 776,300 square meters and a total signed amount of 12.179 billion yuan [1]

其中，首开股份及控股子公司共实现签约面积2.65万平方米（含地下车库等），签约金额3.7亿元。首开 股份合作项目共实现签约面积2.92万平方米（含地下车库等），签约金额4.01亿元。 北京商报讯（记者 王寅浩 李晗）8月8日，首开股份披露7月销售简报。简报显示，7月首开股份共实现 签约金额7.71亿元；实现签约面积5.57万平方米。 ...

智通财经APP讯，首开股份(600376.SH)发布公告，2025年7月，公司共实现签约面积5.57万平方米;签约 金额7.71亿元。其中：1)公司及控股子公司共实现签约面积2.65万平方米(含地下车库等),签约金额3.70亿 元。2)公司合作项目共实现签约面积2.92万平方米(含地下车库等),签约金额4.01亿元。2025年1-7月，公 司共实现签约面积77.63万平方米;签约金额121.79亿元。 ...

2025 年 7 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 7 月，公司共实现签约面积 5.57 万平方米；签约金额 7.71 亿元。 其中： 股票代码：600376 股票简称：首开股份 编号：临 2025-064 北京首都开发股份有限公司 自发布 2025 年 6 月销售简报以来，公司没有新增土地储备。 特此公告。 北京首都开发股份有限公司董事会 2025 年 8 月 8 日 1）公司及控股子公司共实现签约面积 2.65 万平方米（含地下车库等）,签 约金额 3.70 亿元。 2）公司合作项目共实现签约面积 2.92 万平方米（含地下车库等）,签约金 额 4.01 亿元。 2025 年 1-7 月，公司共实现签约面积 77.63 万平方米；签约金额 121.79 亿 元。 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，相关阶段性数据仅供投资者参考。 ...

首开股份（600376）(600376.SH)发布公告，2025年7月，公司共实现签约面积5.57万平方米;签约金额 7.71亿元。其中：1)公司及控股子公司共实现签约面积2.65万平方米(含地下车库等),签约金额3.70亿元。 2)公司合作项目共实现签约面积2.92万平方米(含地下车库等),签约金额4.01亿元。2025年1-7月，公司共 实现签约面积77.63万平方米;签约金额121.79亿元。 ...

人民财讯8月8日电，首开股份（600376）8月8日晚间公告，2025年7月，公司共实现签约面积5.57万平 方米；签约金额7.71亿元。1—7月，公司共实现签约面积77.63万平方米；签约金额121.79亿元。 ...

2025年7月，北京新建商品住宅供需双双走弱，累计网签36.56万平。北京宅地市场供应节奏放缓，成交2宗地块，分别位于昌平和延庆，规 划建面合计12.65万平，土地出让金19.29亿元，成交楼面均价15254元/平，地块均底价成交。 | | | | 2025年1-7月北京房地产企业 | | | | --- | --- | --- | --- | --- | --- | | | | | 销售业绩TOP20 | | | | | | 销售额 | | 企业名称 | 销售面积 | | 排名 | 企业名称 | (亿元) | 排名 | | (万m2) | | 1 | 二月十九年四 | 279.9 | 1 | 中海地产 | 42.6 | | | 束润量抑 | 224.3 | 2 | 走润量城 | 41.5 | | 3 | 成秀地产 | 195.8 | 3 | 北京城建 | 28.9 | | 4 | 中建智地 | 137.2 | 4 | 首开股份 | 26 ! | | 5 | 招商蛇口 | 130.9 | 5 | 中建智地 | 23.6 | | 6 | 建发房产 | 110.0 | 6 | 越秀地产 | 23.4 | | 7 ...

Investment Rating - The report maintains a "Positive" investment rating for the real estate industry [11] Core Insights - The policy goal of stabilizing the market has somewhat boosted market expectations, but since April, marginal downward pressure has increased, leading to a higher probability of policy easing. Future easing is merely a matter of timing [4][8] - The rapid decline in industry volume and price may have already passed, with structural highlights in core areas and quality properties. Current stock positions are not far from the bottom, providing room for a rebound in cyclical sectors [4] - Emphasis is placed on leading real estate companies with low inventory, good locations, and strong product capabilities, as well as leading brokerage firms, commercial real estate, and state-owned property management companies with stable cash flows [4] Market Performance - The Yangtze River Real Estate Index decreased by 2.76% this week, with an excess return of -1.01% relative to the CSI 300, ranking 24th out of 32 industries. Year-to-date, the index is down 0.45%, with an excess return of -3.50%, ranking 29th [5][14] - The real estate sector performed poorly this week, with declines primarily in development and property management stocks, while rental stocks showed mixed results [5] Policy Developments - The Central Political Bureau meeting emphasized the need to prevent and resolve risks in key areas and to conduct urban renewal with high quality. Local governments are encouraged to manage debt risks and enhance the attractiveness of domestic capital markets [6][18] - Shanghai is accelerating the renovation of "two old and one village," aiming to complete the renovation of approximately 380,000 square meters of old housing this year [6][18] Sales Data - New home and second-hand home registrations in sample cities remain at low levels. The new home transaction area in 37 cities decreased by 19.1% year-on-year, while second-hand home transactions decreased by 2.3% [7][20] - Year-to-date, the cumulative transaction area for new homes in 37 cities is down 4.9%, while second-hand homes are up 15.3% [7][20]

Group 1 - The stock of Shoukai Co., Ltd. (600376) reached the daily limit, with a turnover rate of 3.24% and a transaction amount of 235 million yuan, showing a fluctuation of 2.55% [2] - Institutional investors net sold 70.83 million yuan, while the Shanghai Stock Connect saw a net sell of 9.93 million yuan, with a total net buy from brokerage seats of 2.79 million yuan [2] - The stock was listed on the Shanghai Stock Exchange due to a price deviation of 9.44%, with significant net selling from institutional seats [2] Group 2 - The latest margin trading data shows a total margin balance of 19.3 million yuan, with a financing balance of 19.1 million yuan and a securities lending balance of 1.9026 million yuan [3] - Over the past five days, the financing balance decreased by 0.50%, while the securities lending balance dropped by 6.40% [3] - The company reported a first-quarter revenue of 3.886 billion yuan, representing a year-on-year growth of 12.34%, but recorded a net loss of 1.079 billion yuan [3] Group 3 - On July 15, the company released a half-year performance forecast, estimating a net loss between 2.1 billion yuan and 1.6 billion yuan [4] - The trading data on July 21 indicated significant selling from institutional seats, with the top selling seat accounting for 31.01 million yuan [4][5] - The top five buying and selling brokerage seats had a combined transaction amount of 129 million yuan, with a net selling amount of 77.96 million yuan [2][4]