2025年上半年的上市房企财报，如同一面镜子，映照出行业的新格局。新京报贝壳财经根据企业公告、梳理出20 家典型上市房企营收数据发现，行业仍处于深度调整期，企业间分化持续加剧。房地产正从"规模竞赛"转向"稳健 经营"的新阶段。 整体来看，上半年，"千亿营收俱乐部"仅有保利发展（600048）（以下简称"保利"）和万科两家入围。值得关注 的是，首开股份（600376）、滨江集团（002244）营收增速超80%，逆势狂奔。与此同时，半数房企营收下滑， 世茂集团、融创中国同比跌幅接近腰斩。部分央企、国企凭借资金优势和资源整合能力，占据市场主导地位，而 多数民营房企仍面临营收下滑、债务高压等挑战。这份榜单已不仅是规模的较量，更是企业抗风险能力的"压力测 试"。 第二梯队为500亿元-1000亿元阵营，共有7家房企，包括华润置地、绿地控股（600606）营收均超过900亿元；中 海地产超过800亿元；碧桂园超过700亿元；龙湖集团、绿城中国、招商蛇口（001979）均超500亿元。 这一梯队的房企竞争最为激烈。包含了实力强劲的央企，如华润置地、中海地产、招商蛇口；混合所有制企业有 绿地控股、绿城中国；还有民营房企碧桂园 ...

绿地控股集团股份有限公司 证券代码：600606 证券简称：绿地控股 编号：临 2025-037 公司及控股子公司在 2025 年 7 至 8 月涉及诉讼 5518 件，累计金额 156.62 亿元。其中，已决诉讼 737 件，累计金额 5.68 亿元；未决诉讼 4781 件，累计金 额 150.94 亿元。具体情况如下： 1.被诉事项情况 2025 年 7-8 月，公司及控股子公司作为被告的诉讼事项共有 5234 件，累计 金额 123.39 亿元。其中，已决诉讼 716 件，累计金额 5.50 亿元；未决诉讼 4518 件，累计金额 117.88 亿元。按诉讼类别划分：建设工程施工/采购诉讼纠纷 2011 关于公司及控股子公司 2025 年 7 至 8 月涉及诉讼的公告 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： ●绿地控股集团股份有限公司（以下简称"公司"）及控股子公司在 2025 年 7 至 8 月涉及诉讼 5518 件，累计金额 156.62 亿元。其中，已决诉讼 737 件， 累计金额 5.68 ...

证券代码：600606 证券简称：绿地控股 公告编号：临 2025-038 绿地控股集团股份有限公司 2025年第一次临时股东会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东会召开的时间：2025 年 9 月 12 日 (二)股东会召开的地点：上海市黄浦区会馆街 51 号绿地外滩中心 T3 栋 38F 大会 议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 1,179 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 10,410,369,516 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 74.0729 | (四)表决方式是否符合《公司法》及《公司章程》的规定，股东会主持情况等。 本次股东会由公司董事会召集，现场会议由公司董事耿靖先生主持。会议采 用现场投票与网络投票相结合的表决 ...

北京金杜（杭州）律师事务所 关于绿地控股集团股份有限公司 2025 年第一次临时股东会之 法律意见书 致：绿地控股集团股份有限公司 北京金杜（杭州）律师事务所（以下简称本所）接受绿地控股集团股份有 限公司（以下简称公司）委托，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》）、中国证券监 督管理委员会《上市公司股东会规则》（以下简称《股东会规则》）等中华人 民共和国境内（以下简称中国境内，为本法律意见书之目的，不包括中国香港 特别行政区、中国澳门特别行政区和中国台湾省）现行有效的法律、行政法规、 规章和规范性文件和现行有效的公司章程有关规定，指派律师出席了公司于 2025 年 9 月 12 日召开的 2025 年第一次临时股东会（以下简称本次股东会）， 并就本次股东会相关事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限 于： 1. 经公司 2024 年年度股东大会审议通过的《绿地控股集团股份有限公司 章程》（以下简称《公司章程》）； 2. 公司 2025 年 8 月 27 日刊登于《中国证券报》《上海证券报》《证券时 报 ...

Group 1 - The A-share market experienced a volume contraction and a collective decline in the three major indices, while the real estate sector saw a rare surge, with the CSI 800 Real Estate Index rising over 1% against the market trend [1][3] - Major real estate stocks such as Binjiang Group and New Town Holdings saw significant gains, with Binjiang Group hitting the daily limit and New Town Holdings rising over 4% [1] - The only ETF tracking the CSI 800 Real Estate Index, ETF 159707, also rose by 1.24%, marking three consecutive days of gains, with a total trading volume of 40 million yuan and a net subscription of 8.5 million units in a single day [1][3] Group 2 - The strength of the real estate sector is attributed to recent policy adjustments in first-tier cities, including a combination of measures announced by the Shenzhen Housing and Urban-Rural Development Bureau and the People's Bank of China [3] - September is typically a period of intensive policy announcements for the real estate sector, and new supportive policies are expected to accelerate, coinciding with the traditional peak sales season of "Golden September and Silver October" [3] - Analysts predict a rebound in real estate transaction volumes in the fourth quarter, supported by the recent optimization of purchase restrictions in major cities, and suggest that the current low valuations in the real estate sector present a buying opportunity [3][5] Group 3 - The CSI 800 Real Estate Index currently has a price-to-book (PB) ratio of only 0.75, indicating a significant undervaluation at the 17th percentile over the past decade, suggesting substantial room for recovery [3][5] - Leading real estate companies, particularly state-owned enterprises and high-quality firms, are expected to demonstrate resilience due to their strong land reserves in core cities, which positions them for a quicker recovery in sales and profitability [5] - The ETF 159707, which tracks the CSI 800 Real Estate Index, includes 13 top-tier real estate companies, with over 90% of its weight concentrated in the top ten holdings, highlighting its focus on leading firms in the industry [5]

绿地控股所属申万行业为：房地产-房地产开发-住宅开发。所属概念板块包括：破净股、长期破净、 PPP概念、低价、雄安新区等。 截至6月30日，绿地控股股东户数12.17万，较上期减少3.26%；人均流通股115467股，较上期增加 3.37%。2025年1月-6月，绿地控股实现营业收入946.89亿元，同比减少17.97%；归母净利润-35.06亿 元，同比减少1772.40%。 分红方面，绿地控股A股上市后累计派现203.78亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，绿地控股十大流通股东中，南方中证500ETF（510500）位居第六 大流通股东，持股6305.76万股，相比上期增加897.76万股。香港中央结算有限公司位居第七大流通股 东，持股5873.86万股，相比上期增加1138.46万股。南方中证房地产ETF发起联接A（004642）位居第八 大流通股东，持股5384.39万股，相比上期增加165.96万股。 责任编辑：小浪快报 9月9日，绿地控股盘中上涨2.17%，截至10:08，报1.88元/股，成交1.76亿元，换手率0.67%，总市值 264.22亿元。 资金 ...

Market Overview - On September 4, the real estate development sector declined by 1.08%, with Wantong Development leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Notable gainers included: - Shouke Co., Ltd. (600376) with a closing price of 3.19, up 10.00% [1] - Wolong New Energy (600173) at 6.61, up 5.25% [1] - Shiroyama Holdings (002016) at 5.57, up 3.34% [1] - Significant losers included: - Wantong Development (600246) at 13.49, down 10.01% [2] - Zhangjiang Changke (600895) at 33.84, down 10.00% [2] - Quzhou Development (600208) at 4.64, down 6.45% [2] Capital Flow - The real estate development sector experienced a net outflow of 1.632 billion yuan from institutional investors, while retail investors saw a net inflow of 1.32 billion yuan [2] - The table of capital flow indicates that major stocks like Huafa Co., Ltd. (600325) and Wolong New Energy (600173) had mixed results in terms of net inflow from different investor types [3]

Group 1 - The core meeting of Greenland Holdings Group Co., Ltd. is scheduled for September 12, 2025, in Shanghai, focusing on various agenda items including the appointment of the auditing firm for the fiscal year 2025 [1] - The company proposes to reappoint Da Xin Certified Public Accountants as the auditing firm for the 2025 financial report and internal control audit, which was approved by the board of directors [1][4] - Da Xin Certified Public Accountants, established in 1985, has a total of 3,945 employees and has audited 221 listed companies as of December 31, 2024, with an average asset size of 19.544 billion [1][2] Group 2 - The proposed signing partner for the audit project is Song Zhiquan, who has been a registered accountant since 2017 and has been providing audit services for the company since 2024 [2][3] - The expected audit fee for 2025 is approximately 5 million yuan, which will be finalized based on discussions between the board and the auditing firm [3] - The audit committee unanimously approved the reappointment of Da Xin Certified Public Accountants, citing their experience and adherence to auditing standards [4] Group 3 - The company plans to amend its articles of association to include additional senior management positions, expanding the definition to include vice presidents and financial directors [4] - The proposed amendment has been approved by the board and will be submitted for shareholder approval [4]

绿地控股集团股份有限公司 2025 年第一次临时股东大会资料 二〇二五年九月 绿地控股集团股份有限公司 2025 年第一次临时股东大会议程 现场会议时间：2025 年 9 月 12 日下午 14:00 现场会议地点：上海市黄浦区会馆街 51 号绿地外滩中心 T3 栋 38F 大会议室 会议表决方式：现场加网络投票表决方式 现场会议议程： 1 一、主持人介绍大会主要议程 二、听取并审议各项议案 1.关于聘请公司 2025 年度审计机构的议案 2.关于修订《公司章程》的议案 三、股东代表发言 四、宣布出席现场会议人数和代表股权数 五、推选会议监票人 六、现场投票表决 七、休会 八、宣布表决结果 九、宣读本次股东大会决议 十、律师宣读本次股东大会法律意见书 十一、大会结束 绿地控股集团股份有限公司 各位股东： 经第十一届董事会第二次会议审议通过，公司拟续聘大信会计师事务所（特 殊普通合伙）（以下简称"大信会计师事务所"）为公司 2025 年度财务报告和内 部控制审计机构。现将相关情况报告如下： 一、拟聘任会计师事务所的基本情况 （一）机构信息 1.基本信息 2025 年第一次临时股东大会资料之一 关于聘请公司 20 ...

Market Overview - The Shanghai Composite Index rose by 0.46% on September 1, with 24 out of the 28 sectors experiencing gains, led by the communication and comprehensive sectors, which increased by 5.22% and 4.27% respectively [1] - The real estate sector also saw an increase of 0.76% [1] - The non-bank financial and banking sectors faced declines of 1.28% and 1.03% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets reached 51.3 billion yuan, with 8 sectors experiencing net inflows [1] - The pharmaceutical and biological sector had the highest net inflow, totaling 3.475 billion yuan, while the communication sector followed with a net inflow of 1.291 billion yuan [1] - The non-bank financial sector led the net outflows, with a total of 8.079 billion yuan, followed by the computer sector with 7.010 billion yuan [1] Real Estate Sector Performance - The real estate sector had a net inflow of 658 million yuan, with 58 out of 100 stocks rising, including 2 hitting the daily limit [2] - The top stock in terms of net inflow was Wantong Development, which saw an inflow of 1.1 billion yuan, followed by Zhangjiang High-Tech and Quzhou Development with inflows of 44.547 million yuan and 41.756 million yuan respectively [2] - The sector also had 6 stocks with net outflows exceeding 30 million yuan, with Poly Development leading at 248.458 million yuan [3] Real Estate Sector Inflow and Outflow Rankings - The top inflow stocks included: - Wantong Development: +10.02%, 20.24% turnover, 1,099.6933 million yuan [2] - Zhangjiang High-Tech: +1.50%, 7.06% turnover, 44.5472 million yuan [2] - Quzhou Development: +3.91%, 2.80% turnover, 41.756 million yuan [2] - The top outflow stocks included: - Poly Development: -0.88%, 2.14% turnover, -248.4583 million yuan [3] - *ST Nan Zhi: -4.95%, 6.06% turnover, -90.6333 million yuan [3] - Hainan Airport: -1.02%, 1.04% turnover, -67.5094 million yuan [3]