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） ...

Core Viewpoint - The company aims to innovate its business model and actively develop distressed real estate investment, light asset, and asset management businesses to seize opportunities in industry mergers and acquisitions, enhancing its sustainable development capabilities [1] Group 1 - The company will continue to innovate its business model in response to new market conditions [1] - The focus will be on developing distressed real estate investment and light asset management [1] - The company plans to increase the scale of its light asset business and create a second growth curve in real estate asset management [1] Group 2 - The company aims to build a balanced business portfolio of both light and heavy assets [1] - The strategy is designed to enhance the company's sustainable development capabilities [1]

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 ...