#26岁富二代2亿收购上市公司#【#地产富二代进军潮玩业#、2.2亿港元收购上市公司 26岁地产富二 代"走到台前"】近日，一场港股上市公司的要约收购，让房地产商王振华的女儿及其家族信托"浮出水 面"。 8月11日，一家以建筑工程为主业的港股上市公司"中国新零售供应链集团有限公司（03928.HK）"宣布 复牌，在约半个月前，这家公司宣布因有内幕消息待披露而短暂停牌。 公告披露，王凯莉为曾经的十强房企新城控股（601155.SH）创办人王振华的女儿，新城控股现任董事 长王晓松的妹妹。公告同时披露了王凯莉及其家族信托与香港联交所两家上市公司"新城发展 （01030.HK）"和"新城悦服务（01755.HK）"的关系。 这篇文章还配有两张王凯莉与家人的合影，其中就有父亲王振华与哥哥王晓松。 2024年硕士毕业后，王凯莉开始担任一家从事投资控股的私人公司（Astrum Apex Investments Limited） 的董事，主要负责物色和评估一系列投资机会。 在复牌前一日，谜底被揭开——一家名为"万疆资本有限公司"的要约方与中国新零售供应链公司订立买 卖协议，将以2.23亿港元现金收购中国新零售供应链公司3.6 ...

8月11日，一家以建筑工程为主业的港股上市公司"中国新零售供应链集团有限公司（03928.HK）"宣布 复牌，在约半个月前，这家公司宣布因有内幕消息待披露而短暂停牌。 在复牌前一日，谜底被揭开——一家名为"万疆资本有限公司"的要约方与中国新零售供应链公司订立买 卖协议，将以2.23亿港元现金收购中国新零售供应链公司3.6亿股股份，相当于已发行股本总额的75%， 每股约0.6189港元。 原本，这场总价2.23港元的收购并不会引发太多关注，但是万疆资本有限公司实在有些特殊。 根据中国新零售供应链公司公告披露，万疆资本有限公司于2025年7月11日在英属处女群岛注册成立， 由年仅26岁的王凯莉全资拥有，王凯莉是该公司的唯一股东和唯一董事。 新城控股、新城发展、新城悦服务均为王振华创办的"新城系"上市公司。 近日，一场港股上市公司的要约收购，让房地产商王振华的女儿及其家族信托"浮出水面"。 在此之前，外界普遍认为，2019年在王振华涉案入狱之际临危受命担任新城控股董事长的王晓松（出生 于1987年，现年38岁），是王振华的独子。而这场收购，让王振华的女儿走向台前。 中国新零售供应链公司还在公告中披露，收购款项由万疆 ...

Core Viewpoint - The acquisition of China New Retail Supply Chain Group Limited by Wanjing Capital, owned by 26-year-old Wang Kelly, highlights the emergence of a new generation in the family business, particularly in the context of the real estate sector and its associated companies [2][3][5]. Company Summary - China New Retail Supply Chain Group Limited (03928.HK) announced a cash acquisition of 360 million shares, representing 75% of its total issued share capital, for HKD 223 million, equating to approximately HKD 0.6189 per share [2][3]. - The company has been underperforming, with total revenues for the past three fiscal years reported as SGD 6.66 million, SGD 5.56 million, and SGD 5.55 million, and net losses of SGD 1.5 million, SGD 1 million, and SGD 800,000 respectively [10]. Industry Context - The acquisition reflects a strategic move within the traditional construction industry, which has faced challenges in performance, prompting sellers to consider exiting to redeploy resources [10]. - The involvement of Wang Kelly, a member of the "New City System" established by her father Wang Zhenhua, indicates a potential shift in leadership dynamics within the family business, especially following the legal issues faced by her father [4][5].

Core Viewpoint - The acquisition of China New Retail Supply Chain Group Limited by Wanjing Capital, owned by 26-year-old Wang Kelly, highlights the emergence of a new generation in the family business, particularly in the context of the real estate sector and its associated companies [2][3][5]. Company Summary - China New Retail Supply Chain Group Limited announced a cash acquisition of 360 million shares, representing 75% of its total issued share capital, for HKD 223 million, equating to approximately HKD 0.6189 per share [2][3]. - The company has been underperforming, with total revenues for the past three fiscal years reported as SGD 6.66 million, SGD 5.56 million, and SGD 5.55 million, alongside net losses of SGD 1.5 million, SGD 1 million, and SGD 800,000 respectively [10]. Industry Context - The acquisition reflects a strategic move within the traditional construction industry, where the target company primarily operates in Singapore, focusing on construction services and property investment [10]. - The involvement of Wang Kelly, a member of the "New City System" established by her father Wang Zhenhua, indicates a potential shift in leadership and investment strategies within the family business landscape [4][5].

从中证800地产指数持仓的市场板块来看，上海证券交易所占比67.59%、深圳证券交易所占比32.41%。 从中证800地产指数持仓样本的行业来看，房地产占比100.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。遇临时调整时，当中证800指数调整样本时，中证800行业指数样本 随之进行相应调整。在样本公司有特殊事件发生，导致其行业归属发生变更时，将对中证800行业指数 样本进行相应调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的 处理，参照计算与维护细则处理。 金融界8月14日消息，上证指数高开低走，中证800地产指数(800地产，399965)下跌0.07%，报2757.06 点，成交额89.3亿元。 数据统计显示，中证800地产指数近一个月上涨3.40%，近三个月上涨7.47%，年至今上涨0.35%。 据了解，为反映中证800指数样本中不同行业公司证券的整体表现，为投资者提供分析工具，将中证800 ...

记者丨张敏 编辑丨张伟贤 在各项稳楼市政策的推动下，市场趋稳，房地产企业的销售业绩也出现止跌迹象。 近日，多家房企发布2025年前7月销售业绩。虽然多数房企的销售规模仍低于去年同期，但跌幅普遍收 窄。 根据中指研究院的统计，2025年1~7月，TOP100房企销售总额为2.07万亿元，同比下降13.3%。与去年 同期约四成的销售跌幅相比，收窄明显。 保利暂列"销冠"。今年前7月，保利发展实现签约面积804.53万平方米，同比减少26.81%；签约金额 1631.85亿元，同比减少17.85%。此外，绿城、中海、华润、招商均迈入千亿阵营。 从已经公布销售单价的房企来看，企业的销售均价普遍低于去年，体现出以价换量的策略。 分析人士指出，房企销售降幅收窄，侧面反映出楼市正出现筑底迹象。政策仍有加力空间，从而推动市 场进一步止跌回稳。 以价换量是主流 今年前7月，央国企继续占据销售榜前列。从已公布销售业绩的房企来看，除保利外，绿城以1368亿元 的销售业绩位居第二，中海、华润、招商的销售规模分别为1320亿元、1236亿元、1046亿元。 这也是前7月仅有的五家迈入千亿阵营的企业。中指研究院指出，与去年同期相比，千亿 ...

Core Viewpoint - China New Retail Supply Chain (3928.HK) announced a significant acquisition deal where Wanjing Capital, led by 26-year-old Wang Kaili, will purchase 75% of the company from its controlling shareholder Alpine Treasure Limited for HKD 222.8 million, representing a substantial discount from the pre-suspension share price [1][2]. Group 1: Acquisition Details - Wanjing Capital will acquire 360 million shares, which constitutes 75% of the total issued share capital of China New Retail Supply Chain, at a price of HKD 0.6189 per share, reflecting an 82.32% discount compared to the last trading price of HKD 3.5 per share before suspension [2][3]. - In addition to the acquisition, Wanjing Capital has proposed a mandatory unconditional cash offer to purchase the remaining 120 million shares at the same price, totaling HKD 74.27 million, which means Wanjing Capital will spend nearly HKD 300 million to acquire 100% of the company [3][4]. Group 2: Company Background - China New Retail Supply Chain was established in September 2018 and primarily operates in Singapore, focusing on construction services and property investment, including civil engineering and building construction [9]. - The company's financial performance for the fiscal year 2024 shows a revenue of SGD 55.9736 million, a slight decrease of 0.15% year-on-year, with a net loss attributable to the parent company of SGD 784,200, although this loss has decreased by 24.39% compared to the previous year [9]. Group 3: Market Activity - Prior to the acquisition announcement, the stock price of China New Retail Supply Chain experienced a significant surge, increasing nearly 75% over three trading days, and continued to rise by approximately 40% in the two days following the resumption of trading [13]. - The company's total market capitalization currently stands at HKD 2.1 billion [4].

Investment Rating - The report maintains an "Accumulate" rating for the real estate industry [6] Core Insights - In the first seven months of 2025, the transaction area of new residential properties in the core 30 cities decreased by 7% year-on-year, while the transaction area of second-hand residential properties in 15 cities increased by 10% [1][3] - The average transaction price of new residential properties in the core 30 cities increased by 3.5% year-on-year in the first seven months of 2025 [2] - The report anticipates that with the continued implementation of real estate policies, high-energy core cities will benefit from urban renewal, leading to structural optimization and gradual stabilization of the market [4][81] Summary by Sections New Housing Market - In July 2025, the transaction area of new residential properties in the core 30 cities was 919 million square meters, down 19.4% year-on-year and 24.7% month-on-month [1] - The average transaction price for new residential properties in July 2025 was 24,361 yuan per square meter, a slight increase of 0.1% year-on-year but a decrease of 5.0% month-on-month [2] - For the first seven months of 2025, the average transaction price was 24,898 yuan per square meter, reflecting a year-on-year increase of 3.5% [2] Second-Hand Housing Market - In July 2025, the transaction area of second-hand residential properties in the core 15 cities was 1,290 million square meters, down 5.8% year-on-year [3] - The average transaction price for second-hand residential properties in July 2025 was 22,924 yuan per square meter, down 5.3% year-on-year [72] - For the first seven months of 2025, the average transaction price was 24,091 yuan per square meter, showing a slight decrease of 0.3% year-on-year [4] Investment Recommendations - The report suggests focusing on three main lines for investment: 1. Stable leading companies with high product reputation and continuous sales ranking improvement, such as China Overseas Development and Poly Developments [4][82] 2. Companies with rich stock resources and strong operational brand competitiveness, like China Resources Land and Shanghai Lingang [4][82] 3. Long-term growth potential in the property service industry, recommending companies like China Merchants Shekou and Greentown Service [4][82]

证券之星消息，8月13日房地产开发板块较上一交易日上涨0.32%，万通发展领涨。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。房地产开发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) | | | --- | --- | --- | --- | --- | --- | --- | | 600246 | 万通发展 | 10.15 | 9.97% | 299.96万 | | 28.51亿 | | 600208 | 衢州发展 | 4.53 | 9.95% | 41.78万 | | 1.89亿 | | 600658 | 电子城 | 6.31 | 9.93% | 52.41万 | | 3.30亿 | | 000014 | 沙河股份 | 15.04 | 5.54% | 56.17万 | | 8.67亿 | | 002305 | *ST南置 | 3.76 | 5.03% | 88.57万 | | 3.24亿 | | 000926 | 福星股份 | 3.19 | 4.25% | 137.66万 | | 4.36亿 | | ...

Core Viewpoint - New City Holdings reported its July performance, showing a significant increase in both contract sales and commercial operating revenue compared to the previous year [1] Sales Performance - In July, New City Holdings achieved a contract sales amount of approximately 1.661 billion yuan, with a sales area of about 214,000 square meters [1] - For the first seven months of the year, the company accumulated a contract sales amount of approximately 11.99 billion yuan and a total sales area of about 1.549 million square meters [1] Commercial Operations - In July, the total revenue from commercial operations reached approximately 1.2 billion yuan, representing a year-on-year growth of 8.09% [1] - For the first seven months, the cumulative revenue from commercial operations was approximately 8.144 billion yuan, reflecting a year-on-year increase of 11.22% [1]