楼市穿越周期，信心比黄金重要。楼市"金九"来临前夕，从地方政府，到房企，已经在行动。 昨日（8月8日），在北京进一步优化购房政策之际，广州也有国企打响"保价"行动。南都湾财社记者获 悉，自2025年8月8日至10月15日，珠实地产旗下广州7个楼盘推出保价行动，承诺周期截至2025年12月 31日。 买贵补差价，珠实7个楼盘保价到年底 据介绍，珠实地产的保价行动覆盖广州在售7个楼盘，含括：珠江·天河都荟、珠江花城、城投珠江·天河 壹品、品实·云湖花城、珠实·西关都荟、公交珠实·花城云著、珠江·花屿花城。珠实地产公开承诺，各项 目指定房源保价到年底，买贵补差价。 珠实地产相关负责人表示，若购房者发现买贵，可申请按对应价差的同等价值补偿。此次保价行动，保 价周期长、保价范围广，价格保障政策长效，减少购房者对价格波动的担忧，实实在在给购房者定心 丸，给市场定心丸。 据了解，作为广州市属国企中唯一城市运营全产业链企业——珠江实业集团旗下的专业房地产企业，珠 实地产承袭46载国企基因，依托珠实集团"三全两优"核心优势，打造"品质+智慧+服务"的好房子， 且"信守承诺保交付"。近3年，珠实地产按时保质完成30批次，超万套商 ...

Investment Rating - The investment rating for the real estate industry is "Positive" (maintained) [4][5][59] Core Viewpoints - The report emphasizes the importance of implementing the spirit of the Central Urban Work Conference and conducting high-quality urban renewal [3][47] - The report highlights that since September 2024, the central government's clear requirement has been to stabilize the real estate and stock markets, which is crucial for boosting social expectations and facilitating domestic demand circulation [5][50] Market Performance - The Shanghai Composite Index fell by 0.9%, the Shenzhen Component Index by 1.6%, the ChiNext Index by 0.7%, and the CSI 300 Index by 1.8%, while the real estate sector (Shenwan) dropped by 3.4% [5][8] - In terms of individual stocks, the top five gainers were Zhujiang Co. (+13.5%), Dazhong Electronics (+10.3%), Zhangjiang Hi-Tech (+6.8%), ST Nanzhi (+6.1%), and Quzhou Development (+5.9%), while the top five losers included Hainan Airport (-8.4%), Jindi Group (-8.1%), Lujiazui (-7.9%), China Merchants Shekou (-7.7%), and Hainan Expressway (-7.7%) [5][8] Data Tracking New Housing Transactions - For the week of July 26 to August 1, 205,000 square meters of new homes were sold across 42 key cities, a 19.9% increase from the previous week, but a 20.8% decrease year-on-year [14][18] - In July, a total of 761,000 square meters of new homes were sold, representing a 31.8% decrease month-on-month and an 18.3% decrease year-on-year [18] Second-Hand Housing Transactions - For the week of July 26 to August 1, 185,000 square meters of second-hand homes were sold across 21 key cities, a 5.4% decrease from the previous week, but a 2.5% increase year-on-year [29][35] - In July, a total of 854,000 square meters of second-hand homes were sold, reflecting a 2.1% decrease month-on-month and a 3.9% decrease year-on-year [35] Industry News - The Central Political Bureau meeting emphasized the need for high-quality urban renewal and the implementation of policies to stabilize the real estate market [47][48] - The National Taxation Administration reported that since the implementation of the housing tax refund policy, 11.1 billion yuan has been refunded, alleviating the tax burden on residents [47][48] Company Announcements - Lujiazui achieved a revenue of 6.598 billion yuan in the first half of 2025, a year-on-year increase of 33.9%, while the net profit attributable to shareholders was 815 million yuan, a year-on-year decrease of 7.9% [50][51] - Dazhong City completed a targeted issuance of 2.426 billion yuan, increasing its total share capital to 4.286 billion shares [50][51]

New Stock Issuance - The new stock issuance for Zhigao Machinery (证券代码: 920101) is priced at 17.41 CNY per share, effective from August 5, 2025[1] - China Heavy Industry (证券代码: 601989) has a cash option declaration period from August 13, 2025[1] - China Shipbuilding (证券代码: 600150) has a buyback request period from August 13 to August 15, 2025[1] Offer and Acquisition Periods - Shenkou Co., Ltd. (证券代码: 002633) has a tender offer period from July 29 to August 27, 2025[1] - ST Kelly (证券代码: 300326) has a tender offer period from July 17 to August 15, 2025[1] - Happiness Blue Ocean (证券代码: 300528) has a significant announcement on July 30, 2025[1] Market Volatility - There are reports of severe abnormal fluctuations for Tibet Tourism (证券代码: 600749) as of July 31, 2025[1] - ST Suwu (证券代码: 600200) also reported significant volatility on July 30, 2025[1] - The stock of ST YaTai (证券代码: 000691) is under observation for abnormal trading activities as of August 5, 2025[1]

证券之星消息，8月5日房地产服务板块较上一交易日上涨0.95%，南都物业领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。房地产服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603506 | 南都物业 | 13.52 | 1.73% | 3.60万 | 4835.83万 | | 001914 | 招商积余 | 12.69 | 1.36% | 5.45万 | 6905.24万 | | 002968 | 新大正 | 11.00 | 1.10% | 4.44万 | 4875.23万 | | 300917 | 特发服务 | 44.31 | 1.05% | 5.16万 | 2.28亿 | | 000056 | 皇庭国际 | 2.95 | 1.03% | 28.12万 | 8274.37万 | | 002188 | 中天服务 | 5.96 | 1.02% | 10.26万 | 6099.19万 | | 002285 | 世联行 ...

Group 1: New Stock Offerings - Shenke Co., Ltd. (002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - ST Kelly (300326) has a tender offer period from July 17, 2025, to August 15, 2025[1] - ST Zitian (300280) has a tender offer period ending on July 21, 2025[1] Group 2: Market Alerts - Xizang Tourism (600749) reported severe abnormal fluctuations on July 31, 2025[1] - Tianlu Convertible Bonds (110060) announced significant market activity on July 30, 2025[1] - ST Suwu (600200) experienced unusual trading patterns on July 30, 2025[1] Group 3: Additional Announcements - Happiness Blue Ocean (300528) issued a notice on July 30, 2025, regarding market conditions[1] - Common Pharmaceutical (300966) provided updates on August 1, 2025, related to stock performance[1] - Dongjie Intelligent (300486) released a statement on August 1, 2025, concerning market volatility[1]

Group 1 - On August 1, Zhujiang Shares experienced a limit down in stock price, indicating significant market concern [1] - Zhujiang Shares is a subsidiary of Guangzhou Zhujiang Industrial Group, focusing on urban operation services and has undergone a major asset restructuring to stabilize its property management and cultural operation services [1] - The financial report indicates that Southern Fund's Southern CSI Real Estate ETF is among the top ten shareholders of Zhujiang Shares, having increased its holding to 0.88% in the second quarter of this year [1] Group 2 - The year-to-date return for the Southern CSI Real Estate ETF is -3.39%, ranking 3347 out of 3420 in its category [2] - The ETF's performance over various periods shows a decline of -3.80% in the past week, but a slight increase of 4.40% in the past month [2] - The fund manager of the Southern CSI Real Estate ETF is Luo Wenjie, who has extensive experience in quantitative analysis and has been with Southern Fund since 2008 [4][5] Group 3 - Luo Wenjie holds master's degrees in Mathematical Finance and Computer Science from the University of Southern California and the University of California, respectively, and has a background in investment banking with Morgan Stanley [5][6] - Southern Fund Management Co., Ltd. was established in March 1998 and is currently led by Chairman Zhou Yi and General Manager Yang Xiaosong [6]

Group 1 - The sports concept sector experienced a decline on August 1, with multiple companies facing significant drops in stock prices [1] - Chuangqi Turf reached its daily limit down, indicating a severe loss in investor confidence [1] - Jinling Sports saw a decline of over 12%, reflecting broader negative sentiment in the industry [1] Group 2 - Other companies such as Zhujiang Co., Zhongti Industry, and Shuangxiang Co. also experienced declines, suggesting a widespread downturn in the sports sector [1]

4月30日公司发布的一季报数据显示，一季度公司共实现营业收入3.45亿元，同比增长7.08%，实现净利 润549.01万元，同比增长316.28%。 7月15日公司发布上半年业绩预告，预计实现净利润1550.00万元至2250.00万元。（数据宝） 珠江股份8月1日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中国银河证券股份有限公司北京中关村大街证券营业部 | 1230.38 | | | 买二 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 980.53 | | | 买三 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 798.87 | | | 买四 | 东方财富证券股份有限公司昌都两江大道证券营业部 | 731.42 | | | 买五 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 728.88 | | | 卖一 | 招商证券股份有限公司上海中山南路证券营业部 | | 4956.07 | | 卖二 | 国信证券股份有限公司佛山罗村大道 ...

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。 因肇庆市丽美清洁服务有限公司与广州珠江发展集团股份有限公司（以下简称"公司"）控股子公司广州 珠江城市管理服务集团股份有限公司（以下简称"珠江城服"）、珠江城服肇庆分公司合同纠纷一案，珠 江城服工商银行基本账户被冻结1,803,890元，具体详见公司于2024年9月21日披露的《关于控股子公司 银行账户部分资金被冻结的公告》（编号：2024-042）。 经查询，前述冻结资金1,803,890元已于近日解除冻结。前期冻结事项未对公司及珠江城服的正常运行、 经营管理造成实质性影响。本次解除冻结有利于提高资金使用效率，对公司及珠江城服的生产经营管理 具有积极影响。 特此公告。 广州珠江发展集团股份有限公司董事会 2025年8月1日 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600684 证券简称：珠江股份 编号：2025-043 广州珠江发展集团股份有限公司 关于控股子公司银行账户部分资金 解除冻结的公告 证券代码：600684 证券简称：珠江股份 编号：2025-0 ...

证券代码：600684 证券简称：珠江股份 编号：2025-044 广州珠江发展集团股份有限公司 股票交易异常波动公告 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 （二）重大事项情况 经公司自查，并向公司控股股东广州珠江实业集团有限公司书面问询核实， 除了珠江股份已公开披露的向特定对象发行股票的信息外，截至目前，公司、 广州珠江发展集团股份有限公司（以下简称"公司"或"珠江股份"）股票 于 2025 年 7 月 30 日、7 月 31 日连续两个交易日内日收盘价格涨幅偏离值 累计超过 20%。根据上海证券交易所的相关规定，属于股票交易异常波动。 经公司自查，公司目前生产经营活动正常，日常经营情况未发生重大变化。 经公司自查及发函问询控股股东广州珠江实业集团有限公司，截至本公告 披露日，公司、公司控股股东及实际控制人均无涉及珠江股份应披露而未 披露的事项。 风险提示：公司股票交易价格短期波动较大，换手率较高，敬请广大投资 者理性投资，注意投资风险。 公司控股股东及实际控制人均不存在涉及珠江股份应披露而未披露的重大信息， 包括但不限于涉及公司的重大资产重组、股份发行、重大交易类事项、业务重 ...