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新城控股(601155) - 新城控股关于公司控股股东部分股份解质的公告
2025-06-27 10:01
关于公司控股股东部分股份解质的公告 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: 公司控股股东富域发展集团有限公司(以下简称"富域发展")持有本公司 股份为 1,378,000,000 股,占公司总股本的 61.09%。本次质押解除后,富域发展持 有的本公司股份累计质押数量为 278,055,500 股,占其持股数量的比例为 20.18%。 公司于2025年6月27日接到公司控股股东富域发展的通知,富域发展已将其质 押给中国证券金融股份有限公司的公司股份解除质押,具体事项如下: 证券代码:601155 证券简称:新城控股 编号:2025-038 | 股东名称 | 富域发展集团有限公司 | | | --- | --- | --- | | 本次解质股份 | 120,000,000 股 | | | 占其所持股份比例 | 8.71% | | | 占公司总股本比例 | 5.32% | | | 解质时间 | 年 月 2025 6 | 日 26 | | 持股数量 | 1,378,000,000 | | | 持股比例 | 6 ...
新城控股(601155) - 新城控股关于赎回部分境外美元债券的公告
2025-06-27 10:01
新城控股集团股份有限公司(以下简称"公司")境外子公司 NEW METRO GLOBAL LIMITED(以下简称"新城環球")于2021年7月16日在境外完成发行了 本金总额为3亿美元,票面年息为4.625%的绿色无抵押固定利率债券(以下简称 "本期债券"),由公司提供无条件的不可撤销的连带责任保证担保,详见《公司 关于境外子公司发行境外美元债券的公告》(公告编号:2021-042)。本期债券将 于2025年10月15日到期。 为统筹优化整体融资结构,公司根据自身流动性安排,于 2025 年 6 月 27 日提 前赎回了 50,000,000 美元的本期债券,并于同日根据相关规定及债券条款注销已赎 回的美元债券。本期美元债券截至本公告日剩余本金 250,000,000 美元,公司将于 2025 年 10 月 15 日到期还本付息。 本次提前赎回部分境外美元债券符合公司偿债计划及发展战略,不会对公司经 营情况和财务状况产生不利影响,不会损害公司及全体股东的利益。 证券代码:601155 证券简称:新城控股 编号:2025-039 新城控股集团股份有限公司 关于赎回部分境外美元债券的公告 本公司董事会及全体董事 ...
土地市场月度跟踪报告(2025年5月):核心城市土拍热度延续,1-5月光大核心30城宅地成交均价同比+24%-20250625
EBSCN· 2025-06-25 14:13
Investment Rating - The report maintains an "Overweight" rating for the real estate development industry [6] Core Insights - The land market in core cities continues to show strong activity, with the average transaction price of residential land in 30 core cities increasing by 24% year-on-year from January to May 2025 [1] - The total area of residential land transactions in 100 cities decreased by 3.4% year-on-year, while the average floor price increased by 26.2% during the same period [1] - The top 50 real estate companies saw a 42% year-on-year increase in the value of newly acquired land reserves, despite a slight decrease of 1% in the area of new land reserves [2][4] Summary by Sections 1. Supply and Demand of Land/Residential Land in 100 Cities - In the first five months of 2025, the total area of land transactions in 100 cities decreased by 9% year-on-year, with a total supply of 484 million square meters [11] - The total area of residential land transactions in 100 cities was 69.91 million square meters, down 3.4% year-on-year [21] 2. Transaction Prices of Land/Residential Land in 100 Cities - The average transaction price of residential land in 100 cities increased by 26% year-on-year, reaching 7,466 yuan per square meter [58] - The average transaction price in first-tier cities was 42,605 yuan per square meter, up 50.6% year-on-year [68] 3. Land Acquisition by Top 50 Real Estate Companies - The top 50 real estate companies acquired land worth 4,218 billion yuan from January to May 2025, a 42% increase year-on-year [2][82] - The top three companies in terms of newly acquired land value were Poly Developments (41.3 billion yuan), Greentown China (39.4 billion yuan), and China Jinmao (36 billion yuan) [2][91] 4. Transaction Situation of Residential Land in 30 Core Cities - In May 2025, the total area of residential land transactions in the 30 core cities was 667 million square meters, an increase of 64.3% year-on-year [97] - The overall premium rate for residential land transactions in these cities was 9.2%, up 7.1 percentage points year-on-year [3][97] 5. Investment Recommendations - The report suggests focusing on leading real estate companies with strong comprehensive development capabilities and high product reputation, such as China Overseas Development, China Merchants Shekou, and Poly Developments [109] - It also recommends looking into commercial public REITs and property service companies with strong operational capabilities, such as China Resources Land and Greentown Service [110]
更多优质房企或重启海外融资
Group 1 - Several real estate companies have made positive progress in debt restructuring, with companies like Kaisa, Sunac, and Jinlun Tian Di receiving creditor approval for their overseas debt restructuring [1] - Longguang has optimized its bond restructuring plan, providing a more diversified and fair approach to bondholders, which includes 21 company bonds and asset-backed securities [1] - The total debt maturity for real estate companies is projected to be 482.8 billion yuan in 2024 and 525.7 billion yuan in 2025, with overseas debt significantly reduced from its peak [1] Group 2 - New City Development, a private real estate company, has successfully issued $300 million in senior notes due in 2028, marking a significant step for private real estate companies in overseas financing [2] - The issuance is expected to restore market confidence in private real estate companies and may encourage more quality firms to restart overseas financing [2] - The financing landscape remains challenging, with high costs associated with overseas debt limiting the sustainability of such financing for companies under pressure [2] Group 3 - The overall demand for overseas debt financing among real estate companies may change as market conditions evolve, with sales continuing to face pressure [3] - The top 100 real estate companies saw a 10.8% year-on-year decline in sales in the first five months of 2025, indicating ongoing challenges in the market [3] - Concerns over the U.S. fiscal situation and global financial market risks may increase volatility in the dollar bond market, impacting the stability of overseas debt issuance for private companies [3]
中指研究院:融创等10多家房企化债获批 民企发行海外债破冰
智通财经网· 2025-06-25 11:36
Group 1 - The core viewpoint is that the debt restructuring process for distressed real estate companies is accelerating, with several companies successfully obtaining creditor approval for their overseas debt restructuring [1][2] - More than ten real estate companies, including Sunac, R&F, and Kaisa, have received approval for debt restructuring or reorganization, indicating a faster risk clearance in the sector [1][2] - New City successfully issued overseas bonds, marking a breakthrough for private real estate companies in overseas financing, although the applicability for most other private firms is limited [1][2] Group 2 - The restructuring progress of various companies includes Sunac completing its second domestic debt restructuring by January 2025 and achieving 83% approval for its second overseas debt restructuring by June 2025 [3] - R&F completed its domestic debt extension in November 2022 and plans a second overseas restructuring by May 2025 [3] - Kaisa's overseas debt restructuring plan conditions are expected to be met by April 2025, while other companies like Greenland and Times China are also advancing their restructuring efforts [3] Group 3 - The recent issuance of overseas bonds by New City and Greentown has opened the overseas debt market for private companies, primarily aimed at refinancing existing debts rather than new investments [9][10] - The financing costs for overseas bonds are significantly higher than domestic credit bonds, with Greentown's overseas bond interest rate at 8.45% compared to an average of 4.37% for domestic credit bonds [9][10] - The overall scale of overseas debt for real estate companies has significantly decreased from its peak, indicating a gradual alleviation of overseas debt risks [14] Group 4 - The financing environment for real estate companies remains challenging, with a 10.8% year-on-year decline in sales for the top 100 companies from January to May 2025 [14] - The international capital market's uncertainties persist, affecting investor confidence in real estate bonds, particularly for private firms [18] - The overseas debt issuance is expected to remain limited, focusing on a few resilient private companies, while distressed firms need to prioritize debt restructuring [19] Group 5 - The overall demand for financing among real estate companies may change as the market stabilizes and policies are implemented to support the sector [23] - The government has indicated a commitment to reforming real estate financing methods and related systems, which may alter the financing needs of companies in the long term [23]
行业报告行业研究周报:5月统计局地产指标怎么看?-20250622
Tianfeng Securities· 2025-06-22 13:55
行业报告 | 行业研究周报 房地产 证券研究报告 5 月统计局地产指标怎么看? 行业追踪(2025.6.14-2025.6.20) 1)销售端:2025 年 1-5 月,商品房销售金额同比-3.8%,增速较 1-4 月下降 0.6pct;5 月单月销售金额环比+13.1%,同比-6.0%,降幅较 4 月收窄 0.7pct。1-5 月销售面积同比 -2.9%,增速较 1-4 月下降 0.1pct;5 月单月商品房销售面积环比+10.3%,同比-3.3%, 降幅较 4 月增大 1.2pct。2) 投资端: 2025 年 1-5 月,房地产开发投资累计完成额同比 -10.7%,较 1-4 月下降 0.4pct。5 月单月同比-12.0%,降幅较 4 月增大 0.7pct;新开工 面积累计同比-22.8%,较 1-4 月上升 1.0pct;5 月单月同比-22.8%,较 1-4 月提升 2.9pct; 施工面积累计同比-9.2%,增速较 1-4 月增长 0.5pct;房屋竣工面积累计同比-17.3%,增速 较 1-4 月下降 0.4pct。3) 资金端: 2025 年 1-5 月,到位资金同比-5.3%,较 1-4 ...
新城控股吾悦广场轻资产布局再添新作 2025商业营收目标140亿
Cai Jing Wang· 2025-06-20 06:42
54家首进及创新品牌 打造24小时潮趣能量场 近年来,淄博烧烤的爆火出圈,为这座城市注入了蓬勃的"烟火气",成为推动夜间经济发展的强劲引 擎。新城控股立足淄博文化底蕴,创新打造"24小时潮趣能量场",通过霓虹灯下的精酿品鉴、潮玩空间 的创意碰撞、深夜食堂的烟火气等,巧妙融合传统市井风情与现代潮流消费,不仅塑造了淄博的城市新 名片,更构建起连接传统与现代的活力枢纽,为市民游客带来全天候的沉浸式体验,持续释放城市夜间 经济新动能。 在业态规划上,新城控股精准把握城市发展趋势和当前多样化、个性化的消费需求,构建淄博鑫马吾悦 广场"餐饮娱乐、家庭休闲、时尚潮玩"三大核心业态,打造差异化商业体验。项目成功引入海底捞露营 火锅淄博首店、7500㎡户外卡丁车俱乐部等特色业态,同时汇聚TIM HORTONS、赛博时空、童悦立方 等潮流玩乐品牌,形成传统与创新交融的商业生态,多维度满足消费者多元化需求。 根据规划,新城控股(601155)今年计划新开业吾悦广场5座,全年商业运营总收入目标为140亿元。 6月20日,位于山东的淄博鑫马吾悦广场正式亮相,这是新城控股(601155.SH)2025年开业的又一座吾悦 广场,也是其布局 ...
穆迪上调新城发展评级展望至"正面",融资通畅、业绩稳健获认可
Ge Long Hui· 2025-06-19 06:56
业绩方面,今年1-5月,新城控股累计实现合同销售金额88.36亿元,实现商业运营总收入57.60亿元,同 比增长12.01%。中金公司在近期的研报中指出,新城属于少数保持财务端安全的老牌民营房企,信用 债兑付确定性高,商业运营业务是托底业绩、结构调优的核心动力,给予跑赢行业评级。 除境外融资渠道改善外,此次评级展望调整也离不开新城一直以来积极主动的债务管理,以及良好的信 用体系构建。6月13日,新城控股境外子公司新城环球发布公告称,将使用自有资金对10月到期的3亿美 元债发起部分要约收购,以统筹优化整体债务结构。 对于今年即将到期的2笔美元债,新城制定了稳妥全面的还款计划,已储备好偿付资金,将一如既往确 保公司信誉。 6月19日,国际信用评级机构穆迪公司宣布将新城发展评级展望上调至正面。穆迪在报告中指出:"评级 展望上调至正面,反映了新城集团融资渠道的改善及再融资风险的降低,这得益于其近期成功发行3亿 美元离岸债券。作为一家民营房企,新城集团在国内融资渠道方面也保持了稳定。" 新城发展获穆迪"正面"展望调整,也在行业中释放了积极信号。业内人士表示,在行业深度调整期,国 际评级机构此前下调了一批房企的评级和展望 ...
新城“续命仙丹”+1+1+1
3 6 Ke· 2025-06-19 02:11
那是因为这事有重要意义。 守住公开市场不违约的房企们,总归能熬到看到微光的一天。无非是时间的早晚。 新城就验证了这一点。 上周,新城给行业带来了点小小的震撼。它发了笔3亿美元的美元债,成为过去几年里第一家破冰美元 债券融资的民营房企。 到了这周,新城在境内融资上,又传递出一丝正能量了。 就在6月16日,上海证券交易所网站显示,新城一笔60亿公司债的注册申请,状态为"已受理"。 可能有人要说,现在只是申请额度而已,离拿到批文并发行成功还有不少路要走,看把你闲的,怎么又 写了一篇。 简单了解下背景情况,你就能懂。 自2022年地产信用通缩以来,公司债这一曾经的香饽饽,近乎成了奢侈品。央国企发行量锐减,而能纯 信用发行的民营房企,只剩独苗滨江集团。其他零星几家,如龙湖、美的置业、新城等,也得靠担保增 信,才能发行。 新城上一笔公司债的发行,还是发生在2023年的事,有江苏地方担保增信机构的担保。 跟中票这个在银行间发行的融资品种不同,公司债在交易所发行,投资机构相对更为广泛。但这几年, 房企公司债的发行量已经远远不及中票。 而中票的纯信用发行,同样也是滨江的"独角戏"。其他能发的也屈指可数,并且要大费周折上增信。 ...
房地产行业周报:有序搭建新模式,更大力度推动止跌回稳-20250618
Hua Yuan Zheng Quan· 2025-06-18 08:20
Investment Rating - The investment rating for the real estate industry is "Positive" (maintained) [4] Core Viewpoints - The report emphasizes the need for a new development model in the real estate sector to promote stable, healthy, and high-quality growth. It highlights the importance of long-term planning and systematic policy support across various areas such as planning, land, finance, and fiscal measures [51][52] - The report notes that the central government has consistently stressed the importance of stabilizing the real estate market since September 2024, with a focus on high-quality housing development [4][55] Market Performance - The Shanghai Composite Index fell by 0.2%, the Shenzhen Component Index by 0.6%, while the ChiNext Index rose by 0.2%. The real estate sector (Shenwan) declined by 1.8% during the week [4][7] - In terms of individual stocks, ST Zhongdi increased by 8.7%, while Hai Tai Development decreased by 18.8% [7] Data Tracking New Housing Transactions - In the week of June 7-13, 2025, 42 key cities recorded a total new housing transaction of 212 million square meters, a 14.4% increase from the previous week [14] - For June up to the week of June 13, total new housing transactions in these cities reached 362 million square meters, a 12.8% increase month-on-month but a 0.6% decrease year-on-year [18] Second-Hand Housing Transactions - In the week of June 7-13, 2025, 21 key cities recorded a total second-hand housing transaction of 216 million square meters, a 31.4% increase from the previous week [30] - For June up to the week of June 13, total second-hand housing transactions reached 371 million square meters, a 28.1% increase month-on-month and a 7.3% increase year-on-year [34] Industry News - The State Council emphasized the construction of a new real estate development model, which is crucial for the stable and healthy development of the market. It called for a systematic approach to stabilize expectations and activate demand [51][52] - Various cities have implemented measures such as the cancellation of purchase restrictions in Guangzhou and the promotion of housing "trade-in" policies in Jiangsu [51][52] Company Announcements - In May 2025, several companies reported their sales figures: Longfor Group at 6.47 billion yuan (down 26% year-on-year), China Jinmao at 12.44 billion yuan (up 72% year-on-year), and China Resources Land at 18.35 billion yuan (down 11% year-on-year) [55]