Core Insights - In October, the company reported a contract sales amount of approximately 1.419 billion yuan, representing a year-on-year decrease of 4.38% [1] - The sales area for the month was about 191,500 square meters, which is a year-on-year decline of 9.37% [1] Summary by Category Financial Performance - The contract sales amount for October was approximately 1.419 billion yuan, down 4.38% compared to the same month last year [1] - The total sales area decreased to around 191,500 square meters, reflecting a 9.37% year-on-year drop [1]

Core Viewpoint - In October, the company achieved a total commercial operating revenue of approximately 1.186 billion yuan, representing a year-on-year growth of 7.65% [1] Group 1: Sales Performance - In October, the company realized a contract sales amount of approximately 1.419 billion yuan, with a sales area of about 191,500 square meters [1] - From January to October, the company accumulated a total contract sales amount of approximately 16.468 billion yuan, with a cumulative contract sales area of about 2.1506 million square meters [1] Group 2: Revenue Growth - For the period from January to October, the company achieved a cumulative total commercial operating revenue of approximately 11.696 billion yuan, reflecting a year-on-year growth of 10.49% [1]

Group 1 - The core point of the article is that New城控股 reported a contract sales amount of approximately 1.419 billion yuan in October, with a total of about 16.468 billion yuan in contract sales from January to October [1] - In October, the sales area was approximately 191,500 square meters, while the cumulative sales area from January to October reached about 2.1506 million square meters [1] - As of the report, New城控股 has a market capitalization of 33.8 billion yuan [1] Group 2 - For the first half of 2025, the revenue composition of New城控股 is as follows: 68.63% from real estate development sales, 29.06% from property leasing, and 2.31% from other businesses [1]

证券代码：601155 证券简称：新城控股 编号：2025-052 新城控股集团股份有限公司 2025 年 10 月份经营简报 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。 本公司董事会提醒，披露信息所有经营数据未经审计，月度经营数据与定期报 告数据可能存在差异，仅供投资者了解公司现时经营状况作参考。 一、公司2025年10月份房地产出租情况 10月份公司实现商业运营总收入约11.86亿元，比上年同期增长7.65%；1-10月 公司累计实现商业运营总收入约116.96亿元，比上年同期增长10.49%。 特此公告。 | 省份 | 物业数量 | 总建筑面积 | 月份租金收 10 | 当年累计租金收入 | | --- | --- | --- | --- | --- | | | | （平方米） | 入（元） | （元） | | 上海 | 3 | 156,575 | 14,560,633 | 152,898,739 | | 贵州 | 2 | 175,541 | 11,628,072 | 111,755,740 | | 青海 | 2 | ...

Core Insights - New城控股 reported a total commercial operating revenue of approximately 1.186 billion yuan in October, representing a year-on-year increase of 7.65% [1] - For the period from January to October, the company achieved a cumulative commercial operating revenue of approximately 11.696 billion yuan, reflecting a year-on-year growth of 10.49% [1] Sales Performance - In October, the company recorded a contract sales amount of approximately 1.419 billion yuan, with a sales area of about 191,500 square meters [1] - From January to October, the cumulative contract sales amount reached approximately 16.468 billion yuan, with a total contract sales area of around 2.1506 million square meters [1]

Core Viewpoint - New City Holdings (601155.SH) reported a total commercial operating revenue of approximately 1.186 billion yuan in October, representing a year-on-year increase of 7.65% [1] - For the period from January to October, the company achieved a cumulative commercial operating revenue of approximately 11.696 billion yuan, reflecting a year-on-year growth of 10.49% [1] Revenue Summary - October's commercial operating revenue was approximately 1.186 billion yuan, up 7.65% compared to the same month last year [1] - Cumulative commercial operating revenue from January to October reached approximately 11.696 billion yuan, an increase of 10.49% year-on-year [1] Sales Performance - In October, the company recorded a contract sales amount of approximately 1.419 billion yuan, with a sales area of about 191,500 square meters [1] - From January to October, the cumulative contract sales amount was approximately 16.468 billion yuan, with a total sales area of about 2,150,600 square meters [1]

Core Viewpoint - New City Holdings reported a total commercial operating revenue of approximately 1.186 billion yuan in October, representing a year-on-year increase of 7.65% [1] - For the period from January to October, the company achieved a cumulative commercial operating revenue of approximately 11.696 billion yuan, reflecting a year-on-year growth of 10.49% [1] Revenue Summary - In October, the company achieved a contract sales amount of approximately 1.419 billion yuan, with a sales area of about 191,500 square meters [1] - From January to October, the cumulative contract sales amount reached approximately 16.468 billion yuan, with a total contract sales area of about 2,150,600 square meters [1]

Core Insights - The company reported a total commercial operating revenue of approximately 1.186 billion yuan in October, representing a year-on-year increase of 7.65% [1] - For the period from January to October, the cumulative commercial operating revenue reached approximately 11.696 billion yuan, reflecting a year-on-year growth of 10.49% [1] Sales Performance - In October, the company achieved a contract sales amount of approximately 1.419 billion yuan, with a sales area of about 191,500 square meters [1] - From January to October, the cumulative contract sales amount was approximately 16.468 billion yuan, with a total contract sales area of around 2.1506 million square meters [1]

Core Insights - The company reported a total commercial operating revenue of approximately 1.186 billion yuan in October, representing a year-on-year increase of 7.65% [1] - For the period from January to October, the cumulative commercial operating revenue reached approximately 11.696 billion yuan, reflecting a year-on-year growth of 10.49% [1] Sales Performance - In October, the company achieved a contract sales amount of approximately 1.419 billion yuan, with a sales area of about 191,500 square meters [1] - From January to October, the cumulative contract sales amount was approximately 16.468 billion yuan, with a total contract sales area of around 2.1506 million square meters [1]

Group 1 - The real estate sector is leading the market with the CSI 800 Real Estate Index rising over 1%, with Shanghai Lingang up 5.6% and several other companies like Quzhou Development and New Town Holdings increasing by over 2% [1] - The only ETF tracking the CSI 800 Real Estate Index, the real estate ETF (159707), saw a price increase of over 1% and a net subscription of 12 million shares, with a total transaction amount exceeding 33 million yuan [1][2] - In October 2025, the total bond financing in the real estate sector reached 51.24 billion yuan, marking a year-on-year increase of 76.9%, with credit bond issuance also showing significant growth [2] Group 2 - CITIC Securities predicts that 2026 may be a critical year for real estate companies to repair their balance sheets, with some firms potentially reaching the bottom of their profit cycles [3] - The real estate ETF (159707) is highlighted for its concentration on top-tier real estate companies, with over 90% of the weight in the top ten constituent stocks, indicating a strong focus on central state-owned enterprises and quality firms [3]