每经AI快讯，1月21日，信达地产(600657.SH)公告称，预计2025年度归属于母公司所有者的净利润 为-82.00亿元到-76.00亿元。上年同期为-7.84亿元。本期业绩出现亏损的主要原因如下：（一）本期房 地产开发项目集中交付规模减少，营业收入和毛利率同比下降。（二）部分房地产开发项目及对外财务 性投资存在减值迹象，公司结合市场情况，根据谨慎性原则计提相应减值准备。 （文章来源：每日经济新闻） ...

信达地产公告，预计2025年年度实现归属于母公司所有者的净利润为-82亿元到-76亿元。本期业绩出现 亏损的主要原因如下：本期房地产开发项目集中交付规模减少，营业收入和毛利率同比下降。部分房地 产开发项目及对外财务性投资存在减值迹象，公司结合市场情况，根据谨慎性原则计提相应减值准备。 ...

信达地产公告称，预计2025年度归属于母公司所有者的净利润为-82.00亿元到-76.00亿元。上年同期 为-7.84亿元。本期业绩出现亏损的主要原因如下：（一）本期房地产开发项目集中交付规模减少，营 业收入和毛利率同比下降。（二）部分房地产开发项目及对外财务性投资存在减值迹象，公司结合市场 情况，根据谨慎性原则计提相应减值准备。 （文章来源：第一财经） ...

证券日报网讯1月9日，信达地产（600657）在互动平台回答投资者提问时表示，新形势下，公司将持续 创新业务模式，积极发展困境不动产投资、轻资产、资产管理等业务，努力抓住行业并购重组机遇，提 高轻资产业务规模，打造不动产资产管理第二增长曲线，构建轻重并举的业务组合，增强持续发展能 力。 ...

Core Viewpoint - The company has received a no-objection letter from the Shanghai Stock Exchange regarding its non-public issuance of corporate bonds, allowing for a total issuance amount not exceeding 5.75 billion yuan [1]. Group 1 - The company is authorized to issue corporate bonds to professional investors, with a total amount not exceeding 5.75 billion yuan, underwritten by several securities firms [1]. - The bond issuance will be conducted in phases, and the company must organize the issuance within 12 months from the date of the no-objection letter [1]. - The company is required to report any significant events that may affect the bond transfer before the issuance [2]. Group 2 - After the bond issuance, the company must complete the necessary procedures for bond transfer as per the regulations of the Shanghai Stock Exchange [3]. - The funds raised from the bond issuance must be used for the purposes specified in the offering document, and a special account must be designated for receiving and managing these funds [3]. - The company must fulfill its information disclosure obligations during the bond's duration and report any significant events that may impact its repayment ability or bond prices [3].

重 要 提 示 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。 近日，信达地产股份有限公司（以下简称"公司"）收到上海证 券交易所出具的《关于对信达地产股份有限公司非公开发行公司债券 挂牌转让无异议的函》（上证函〔2026〕8 号）（以下简称"无异议函"）， 公司面向专业投资者非公开发行公司债券符合上海证券交易所的挂 牌转让条件，上海证券交易所对本次挂牌转让无异议，并就有关事项 明确如下： 一、同意公司面向专业投资者非公开发行总额不超过 57.5 亿元 的公司债券，由信达证券股份有限公司、中信证券股份有限公司、中 信建投证券股份有限公司、中国国际金融股份有限公司、国泰海通证 券股份有限公司、东方证券股份有限公司、兴业证券股份有限公司承 销。本次债券采取分期发行方式，公司应当在本函出具之日起 12 个 月内，按照报送上海证券交易所的相关文件组织发行。本函自出具之 日起 12 个月内有效。 二、自本函出具之日起至本次债券挂牌转让前，公司如发生影响 本次债券挂牌转让的重大事项或拟变更募集说明书相关内容，应当及 证券代码：600657 ...

Core Viewpoint - The A-share real estate sector is experiencing a significant short-term rally, driven by strong market sentiment and supportive policies, leading to increased trading activity and investor interest [1][2]. Group 1: Market Performance - The real estate sector has shown notable short-term gains, with leading stocks like New China Group hitting the daily limit up, indicating strong market leadership [1]. - Other key stocks such as China Merchants Shekou, Poly Development, and Xinda Real Estate also saw synchronized gains, highlighting a pronounced profit effect across the sector [1]. - Trading volumes for individual stocks in the sector have generally increased compared to the previous trading day, reflecting a positive market response to favorable policies [1]. Group 2: Policy Support - Multiple authoritative policies have been implemented since January, injecting strong momentum into the real estate industry [1]. - A new tax policy on personal home sales will reduce transaction costs for second-hand homes, enhancing market liquidity and indirectly benefiting the new home market [1]. - An article in "Qiushi" magazine emphasized the importance of stabilizing expectations in the real estate market, advocating for comprehensive policy measures to meet diverse housing needs and promote market stability [2]. Group 3: Industry Benefits - The recovery of the real estate sector is expected to benefit various upstream and downstream industries [3]. - The home furnishing and decoration industry will see increased demand due to heightened real estate transaction activity, particularly in renovation and customization segments [3]. - The building materials industry will benefit from increased demand for materials like cement and glass, driven by project initiation and construction activities [3]. - The property management sector will expand as new home deliveries and increased occupancy rates from second-hand transactions create more opportunities for service revenue growth [3].

房地产板块短线拉升，中新集团涨停，城建发展此前封板，世联行、招商蛇口、新黄浦、保利发展、信 达地产等跟涨。相关ETF方面，地产ETF（159707）涨1.62%，成交额1502.24万元，金融ETF （159931）成交额92.16万元。 ...

Core Viewpoint - The article discusses the role of China Cinda Asset Management in addressing real estate risks during the "14th Five-Year Plan" period, highlighting its involvement in various projects across multiple cities and its strategies for risk resolution in the real estate sector [1][2][3]. Group 1: Company Involvement in Real Estate Projects - China Cinda has participated in 43 cities' projects to ensure the delivery of homes and buildings, completing its tasks during the "14th Five-Year Plan" [1]. - The company has invested 12 billion yuan in the Xi'an project, which has successfully sold 1,006 units, demonstrating its effective management and development capabilities [2][3]. Group 2: Risk Resolution Strategies - The company employs a dual approach of "blood transfusion" and "blood production" to support troubled real estate projects, focusing on both funding and sustainable development [4][5]. - China Cinda has initiated 191 real estate risk resolution projects from 2022 to September 2025, ensuring the delivery of approximately 130,000 homes [2][4]. Group 3: Financial Performance and Growth - As of June 2025, China Cinda's total assets reached 1.68 trillion yuan, reflecting a 2.62% increase from the end of 2024 [2]. - The company reported a net profit of 2.281 billion yuan for the first half of 2025, marking a 5.8% year-on-year growth, indicating a recovery in profitability [6]. Group 4: Future Outlook - Looking ahead to 2026, China Cinda aims to focus on high-quality urban renewal, revitalizing troubled real estate projects, and exploring opportunities in non-residential sectors and restructuring [7].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：乐财聚 前几天，上海一个外环外楼盘卖爆了，成为郊区罕见触发积分排序的楼盘，它就是怀山望。 12月19日，位于浦东惠南板块的怀山望正式开盘，推出103套住宅，共获得140组有效认筹客户，认筹率 达到135.9%，并因此触发积分制。 今年以来，上海郊区新房市场去化压力非常大，别说触发积分，认筹率超过50%都已属于比较优秀。然 而，就在这种行情下，怀山望能够逆势突进，着实令人意外。 不过，详细研究项目情况，可以发现其热销似乎又在情理之中。 据了解，怀山望项目前身是艺泰一品花园二期，由于开发商资金链断裂，使得项目处于停滞状态。 随后，信达地产以共建方角色进入项目，完成了破产重组工作，才有了如今的怀山望，可以说信达这一 波操作，是真正的捡漏成功。 平心而论，怀山望的热销算是个案，不具备普遍性，毕竟其低密度的土地属性在如今市场很难再现，目 前市场更主流的是小高层和洋房产品。 但是怀山望成功热销，或许能给市场一个启示，后续土地供应容积率能否更低一些？ 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其 ...