公司近年销售规模下降，本年度可结转面积较上年度减少，营业收入较上年度下滑；本年度部分结转项 目毛利率较上年度有所下降。 证券时报e公司讯，金地集团(600383)1月26日晚间发布业绩预告，预计2024年净亏损56亿元—70亿元， 上年同期实现净利润8.88亿元。 ...

Financial Performance Forecast - The company expects a net profit attributable to shareholders of the parent company for 2024 to be between -5.6 billion yuan and -7 billion yuan[3]. - The net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is expected to be between -3.9 billion yuan and -5.3 billion yuan for 2024[6]. - The performance forecast for 2024 is a preliminary estimate and has not been audited by an accounting firm[9]. - There are no significant uncertainties affecting the accuracy of this performance forecast[9]. - Investors are advised to be cautious as the forecast data is preliminary and unaudited[11]. Historical Financial Performance - In 2023, the company achieved a net profit attributable to shareholders of the parent company of 888.12 million yuan[7]. - The company reported a net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, of -1.09903 billion yuan in 2023[7]. Factors Affecting Future Performance - The decline in sales scale and the reduction in transferable area compared to the previous year are major reasons for the expected loss in 2024[8]. - The gross profit margin of some transferred projects has decreased compared to the previous year, contributing to the expected loss[8]. - The company has made provisions for asset impairment based on the principle of prudence due to the net realizable value of some inventory being lower than cost[8].

财联社1月7日电，金地集团公告，2024年12月公司实现签约面积42.1万平方米，同比下降38.55%；实现 签约金额52.7亿元，同比下降49.39%。 2024年1-12月公司累计实现签约面积471.4万平方米，同比下降46.25%；累计实现签约金额685.1亿元， 同比下降55.39%。 ...

金地（集团）股份有限公司（以下简称"公司"）之子公司金地集团上海房 地产发展有限公司通过直接和间接方式持有如东峰荟开发置业有限公司（下称 "项目公司"）81.13%的股权，开发位于南通市如东县城长江路北侧、东环路东 侧宗地编号 2111-01 地块项目（下称"项目"）。为了满足项目发展需要，项目 公司向招商银行股份有限公司南通分行（以下简称"招商银行"）申请 50,000 万元额度的贷款，贷款期限最长为 54 个月。公司于 2024 年 12 月 30 日向招商银 行出具不可撤销担保书，为前述融资事项提供 81.13%连带责任保证担保，即担 保本金金额不超过人民币 40,565 万元。担保期限为自担保书生效之日起至主合 同项下债务履行期限届满之日起三年。公司之子公司金地集团上海房地产发展有 限公司与招商银行签署质押合同，以其持有项目公司的 49%股权为前述融资事项 对应股权比例的债务提供股权质押担保，质押担保期限以签署的具体合同约定为 准。 2024 年 4 月 22 日，公司召开 2023 年年度股东大会，通过了《关于公司 2024 被担保人名称：如东峰荟开发置业有限公司 本次担保金额：担保本金不超过 40 ...

股票代码：600383 股票简称：金地集团 公告编号：2024-063 金地（集团）股份有限公司 科 学 筑 家 关于为金华项目公司融资提供担保的公告 公司名称：金华市金筑房地产开发有限公司 成立日期：2021 年 7 月 19 日 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个别及连带责任。 重要内容提示： 一、 担保情况概述 金地（集团）股份有限公司（以下简称"公司"）之子公司绍兴金逸企业管 理咨询有限公司持有金华市金筑房地产开发有限公司（下称"项目公司"）100% 的股权，开发位于浙江省金华市婺城新城区宾虹西部以北、金江南街以东、文津 路以南的黄金苑 2#地块项目（下称"项目"）。为了满足项目发展需要，项目 公司向中国邮政储蓄银行股份有限公司金华市分行（以下简称"邮储银行"）申 请 12,900 万元额度的贷款，贷款期限最长为 12 个月。公司于近期与邮储银行签 订了保证合同，为前述融资事项提供 100%连带责任保证担保，即担保本金金额 不超过人民币 12,900 万元。担保期限为债务履行期限届满之日起三年。公司之 子公司绍兴金 ...

中国经济网北京12月16日讯 金地集团(600383.SH)今日收报4.94元，跌幅4.45%。 2020年7月6日，金地集团盘中创下历史股价最高点17.77元。 2020年7月5日，某券商发布研报《金地集团(600383)：销售增速领先 融资优势凸显》，上调金地集团目 标价8%至18.12元（主要因公司销售增速在龙头房企中领先且市场风险偏好上行）。 ...

股票代码：600383 股票简称：金地集团 公告编号：2024-062 金地（集团）股份有限公司 科 学 筑 家 关于公司2024年11月份销售情况的公告 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个别及连带责任。 2024 年 11 月公司实现签约面积 30.6 万平方米，同比下降 53.24%；实现签 约金额 48.1 亿元，同比下降 52.82%。 2024 年 1-11 月公司累计实现签约面积 429.3 万平方米，同比下降 46.90%； 累计实现签约金额 632.3 亿元，同比下降 55.82%。 特此公告。 金地（集团）股份有限公司董事会 2024 年 12 月 7 日 ...

Investment Rating - The investment rating for the company is "Outperform the Market" and is maintained [2][6]. Core Views - The report highlights that the company's revenue and gross profit margin have declined significantly, impacting its operating performance. For the first three quarters of 2024, the company achieved operating revenue of 41.003 billion yuan, down 21.59% year-on-year, and a net profit attributable to shareholders of -3.41 billion yuan, a staggering decline of 5978.05% year-on-year. The gross profit margin was reported at 12.57%, a decrease of 4.38 percentage points compared to the same period in 2023 [5][9]. - The report indicates that the company continues to recognize asset impairment, with a provision of 514.13 million yuan in the third quarter of 2024, including credit loss provisions of 242.71 million yuan and inventory write-down provisions of 271.42 million yuan. This follows a significant impairment provision of 2.92525 billion yuan in the first half of 2024 [5][6]. - The report notes that the industry policy bottom has emerged, with expectations for sales improvement. The company recorded a cumulative contracted area of 3.593 million square meters and a contracted amount of 52.81 billion yuan in the first three quarters of 2024, down 46.29% and 56.69% year-on-year, respectively. However, recent policy support from the central government is expected to positively influence future sales [6][12]. Summary by Sections Financial Performance - For the first three quarters of 2024, the company reported total assets of 330.81 billion yuan, a decrease of 11.51% from the end of 2023, and net assets attributable to shareholders of 61.475 billion yuan, down 5.51% [5][10]. - The asset-liability ratio stood at 67.61%, a decrease of 1.12 percentage points from the end of 2023 [5][10]. - The report forecasts a continued decline in revenue, with projected operating income of 75.978 billion yuan for 2024, down 22.6% year-on-year, and a net profit of -1.434 billion yuan [8][12]. Valuation - The report suggests that the current net profit does not reflect the potential future profitability changes, and with policy support and asset prices stabilizing, there is room for asset price recovery. The estimated reasonable value range for the stock is between 7.03 and 8.44 yuan per share, based on a price-to-book (PB) ratio of 0.5-0.6 [6][12].

股票代码：600383 股票简称：金地集团 公告编号：2024-061 金地（集团）股份有限公司 科 学 筑 家 关于公司2024年10月份销售情况的公告 2024 年 11 月 7 日 2024 年 10 月公司实现签约面积 39.4 万平方米，同比下降 46.80%；实现签 约金额 56.1 亿元，同比下降 49.00%。 2024 年 1-10 月公司累计实现签约面积 398.7 万平方米，同比下降 46.34%； 累计实现签约金额 584.2 亿元，同比下降 56.05%。 特此公告。 金地（集团）股份有限公司董事会 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个别及连带责任。 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook despite current challenges [2] Core Views - The company's revenue and profitability have declined significantly, with a 21 6% drop in revenue to 41 billion yuan and a net loss of 3 41 billion yuan in the first three quarters of 2024 [2] - The company's gross margin fell by 4 4 percentage points to 12 5%, driven by reduced development business settlements and increased asset impairment losses [2] - Sales performance has been weak, with a 56 7% year-on-year decline in sales volume to 52 81 billion yuan, though the company remains in the top tier of the industry [3] - The company has adopted a cautious investment strategy, disposing of assets in cities like Xi'an and Shaoxing to improve liquidity, and has not acquired new projects in 2024 [3] Financial Performance - The company's pre-sale revenue stood at 57 57 billion yuan, down 38 3% year-on-year, indicating continued pressure on future settlement income [2] - The company's unsold land reserves decreased by 26 4% to 35 89 million square meters, with a 44 6% equity ratio, reflecting a decline in marketable inventory [3] - New construction starts and completions were significantly reduced, with new starts down 68 3% to 709,000 square meters and completions down 6 2% to 6 44 million square meters [3] Future Outlook - The company is expected to face continued challenges due to weak market demand and industry-wide credit tightening, but its operational efficiency and brand strength remain competitive [4] - The report forecasts a net loss of 5 07 billion yuan for 2024, with a return to profitability in 2025 and 2026, with net profits of 450 million yuan and 750 million yuan respectively [4] - The company's PE ratio is projected to be 59X in 2025 and 35X in 2026, based on current stock prices [4]