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全球首例机器人自主搭地铁配送货!深铁、万科融合发展新实践
Quan Jing Wang· 2025-08-13 05:51
这款地铁配送机器人集合了AI调度算法、全景激光雷达、机械底盘等软硬件多项技术。万纬物流独立 研发的智能调度系统作为"大脑",能根据服务门店的每日订单情况、门店具体位置、配送时间要求,并 结合地铁运力等多重信息,进行智能规划,实现多机器人、多门店情况下的全域最优路径配送;全景激 光雷达好比"眼睛",对站内地图进行全景建模,让机器人不迷路;底盘机械结构和控制系统则是"骨骼 和运动神经",让机器人动起来,实现自主乘坐电梯进出站台、自主乘坐地铁列车、自主识别列车到站 等功能。而这些技术会根据测试阶段的效果进行持续优化和迭代。根据测算,如果41台机器人结合地铁 运输路网,即可覆盖7-Eleven在深圳地铁所有门店的旺季配送需求。未来,该机器人的推广应用,有望 提升地铁空闲运力的利用率和商铺门店配送效率,为地铁商户提供更多便利。 事实上,此次联合创新,既是深铁探索科技赋能轨道物流的新实践,也是万科物流业务向科技驱动转型 的重要一步。同时,这也是深铁与万科推进战略融合、业务协同的最新尝试,未来双方可不断发挥资源 禀赋,形成多元场景、多业态复合的城市服务新生态。 01.jpg 但地铁商铺一直存在配送货难题:依靠地面配送,停车 ...
2025年1-7月深圳典型房企销售金额TOP20【全口径】
Sou Hu Cai Jing· 2025-08-13 03:14
al F 出 前 · 行 · 的 · 力 · 量 片 那 日 E 注 2025年1-7月 深圳市典型房企销 | # 3 | | 销售额(亿元) | | --- | --- | --- | | 1 | 鸿荣源 | 142.6 | | 2 | 招商蛇口 | 89.2 | | 3 | 深业集团 | 59.0 | | 4 | 杜母炮产 | 58.4 | | 5 | 深铁置业 | 58.1 | | 6 | 本润量地 | 56.9 | | 7 | 中建壹品 | 52.1 | | 8 | 远洋集团 | 49.7 | | 9 | 中洲控股 | 44.3 | | 10 | 深投控 | 43.1 | | II | 金地集团 | 42.7 | | 12 | 信义地产 | 38.2 | | 13 | 宏发集团 | 37.8 | | 14 | 前海控股 | 34.7 | | --- | --- | --- | | 15 | 桑泰地产 | 30.9 | | 16 | 金地新沙 | 30.7 | | 17 | 万科地产 | 29.9 | | 18 | 卓越集团 | 28.0 | | 19 | 华侨城 | 27.8 | | 20 | 润恒集 ...
7月TOP50上市房企销售额回落 淡季现象明显
Mei Ri Jing Ji Xin Wen· 2025-08-13 01:40
据中指研究院,前7个月,保利发展以1632亿元领跑,绿城中国、中海地产则以1368亿元、1319.5亿元紧随其后。此外,包括华润置地、招商蛇口在内,共5 家房企进入"千亿阵营"。 7月TOP10房企中,万科重回第六位,城建发展排名上升3位。 1~7月,TOP50上市房企合计销售额15137.9亿元,其中7月单月销售额1710.2亿元,淡季迹象明显。 头部房企依然稳健 (2025年7月) | | 中国海外发展 | 1201.4 | 不变 | 13.6 | | --- | --- | --- | --- | --- | | 4 | 华润置地 | 1103 | 不变 | 28.8 | | 5 ) | 招商蛇口 | 888.9 | 不变 | 8.71 | | 6 ) | 万科A | 706.8 | 11 | 6.4 | | 7 | 建发股份 | 686.6 | | ↓1 10.1 | | 8 | 越秀地产 | 617 | 不变 | 4.6. | | 9 | 中国金茂 | 533.5 | 不变 | 1.4: | | (10) | 滨江集团 | 527.5 | 不要 | 9.91 | | (11) | 华发股份 | 50 ...
万科A股价微跌0.15% 7月房企销售淡季头部格局稳固
Jin Rong Jie· 2025-08-12 15:35
行业数据显示,7月TOP50上市房企合计销售额1710.2亿元,呈现明显淡季特征。在头部房企中,万科7 月销售排名回升至第六位。前7个月行业销售额前三名为保利发展、绿城中国和中海地产。 资金流向方面,万 科A当日主力资金净流出2544.77万元,近五日累计净流出738.44万元。 风险提示:房地产市场存在周期性波动风险,行业政策变化可能对公司经营产生影响。 万 科A最新股价报6.47元,较前一交易日下跌0.01元,跌幅0.15%。盘中波动区间为6.45-6.50元,成交 金额4.76亿元。 公司主营业务为房地产开发与经营,是深圳证券交易所上市的房地产行业龙头企业。所属板块包括房地 产开发、广东板块、AH股等。 ...
房企最新“成绩单”有变化,四季度“冲刺促销”要来了?
Xin Hua Wang· 2025-08-12 05:47
中新网11月2日电(中新财经记者 左宇坤)伴随着各上市房企接连披露第三季度业绩报告,前10个月的销 售排行榜也随之出炉。备受关注的头部房企间,出现了一些排名的位移与发展的分化。 在三季度一轮轮高频次、大力度政策利好释放后,各地楼市已经历了需求逐渐入市、成交冲高回落的过 程。持续筑底中,房企该如何在四季度的"抢收战"中抢占先机? "领头羊"有变 中指研究院发布的《2023年1-10月中国房地产企业销售业绩排行榜》显示,TOP100房企前10月销售总 额为52977亿元,同比下降13.1%。 在市场处于调整期的大背景下,房企间的排名也发生了不小的变化。在去年的1-10月销售榜中,销售额 前五强分别是碧桂园、保利发展、万科、中海地产、华润置地;今年的同一个维度下,前五名变成了保 利发展、万科、中海地产、华润置地、招商蛇口。 经过一年市场调整,保利发展与万科依然是闪亮的"双子星"。其中,保利发展以领先第二名565.5亿元 的优势稳居行业榜首,这一差距可谓是一个中型房企的销售规模。 在2022年初的保利发展2022年度工作会议上,董事长刘平提出了"进三争一"的新目标。虽说到了今年4 月的2022年度业绩说明会上,管理层 ...
万科召开业绩说明会 大股东深圳国资发声力挺
Xin Hua Wang· 2025-08-12 05:47
万科业绩说明会在11月6日召开,万科的国资大股东在会上表达了对企业的坚定支持。深圳市国资委主 任王勇健,党委委员、二级巡视员叶新明,深圳地铁董事长辛杰等共同出席了此次会议。 证券时报记者了解到,深圳市国资委在会上提出了包括"积极组织市属国有企业市场化方式参与债券认 购等工作"在内的五大支持措施。深圳地铁董事长辛杰强调,深铁长期持有万科股票的初心不变,所 谓"大股东将减持万科",是别有用心的谣言。 深圳国资发声力挺 "深铁对万科的'实质性支持'过去从未间断,未来更加强化。"作为国资大股东的代表,深圳地铁董事长 辛杰在交流会上延续了对万科一如既往的全力支持。 辛杰表示,深铁对万科的"实质性支持"过去从未间断,未来更加强化。针对近期资本市场的异常波动, 他认为,当下信心与团结尤为重要,30多年来,万科历经多次大风大浪,仍一直走在行业前列,用时间 证明了自己。此次万科管理团队也一定会不负众望,以实际行动,消除市场恐慌。 与此同时,他表示深铁已经准备了丰富的"工具箱",将根据市场情况进行有序释放以支持万科,包括以 市场化、法治化方式,承接万科在深圳的部分城市更新项目,帮助万科盘活大宗资产,为万科注入新的 流动性,交易金 ...
2025年7月中国房地产土地市场数据点评:规划建面波动下降,溢价率水平显著提高
Minsheng Securities· 2025-08-12 03:46
Investment Rating - The report maintains a "Recommended" rating for the industry, suggesting a potential increase of over 15% relative to the benchmark index within the next 12 months [9]. Core Insights - In July 2025, the land supply in 23 key cities in China saw a significant decrease in planned construction area, with a month-on-month decline of 62.9%, totaling 343.9 million square meters [1]. - The total land transaction amount reached 888.88 billion yuan, reflecting a 41% decrease compared to the previous month [1]. - The land transaction premium rate in July 2025 rose to 12.41%, indicating a notable recovery since the beginning of the year [3]. - China Resources Land led the land acquisition with 15 plots, totaling 906.69 billion yuan [3]. Summary by Sections Land Supply and Transactions - In July 2025, 106 residential land plots were launched, with 113 plots successfully transacted, amounting to a total planned construction area of 653.68 million square meters [1]. - The land transaction premium rate has shown a significant increase, indicating a recovery in market confidence [3]. Company Land Acquisition - The report highlights the land acquisition activities of major companies, with China Resources Land acquiring the most plots, followed by Greentown China and China Merchants Shekou [4]. - The average land price per square meter for China Resources Land was 20,422 yuan, while Greentown China had an average of 25,031 yuan per square meter [4]. Investment Recommendations - The report suggests focusing on China Jinmao, which has shown significant land acquisition activity and improvements in corporate governance [4].
现在的实景示范区,卷到飞起
3 6 Ke· 2025-08-11 02:23
从早期的销售利器到现在负责展示生活方式,示范区的定位和功能已经全面升级了。 示范区核心目标: 三重价值赋能体系 早期,示范区基本等同于售楼处,核心就是销售功能。 现在,示范区的核心目标是塑造三重价值。 这几年,"现房销售"的呼声越来越高。 原因不难理解——一方面,行业下行、规模房企暴雷,让很多购房者对期房失去了信心;另一方面,"卖家秀"和"买家秀"的差距太大,交房即维权,几乎 成了常态。 在这种背景下,实景示范区成了地产营销的重要抓手。 它能让客户提前看到"未来的家",减少"货不对板"的争议,也能用真实的交付力打动人。 这两年,房企在实景示范区打造上是越来越卷了。一方面,为了抢销售窗口,从拿地到示范区开放的周期越缩越短;另一方面,实景示范区面积和品质也 全面提升。 一、 销售体验的"终极道具" "所见即所得","事实胜于雄辩",这些在销售上的至理明言,简单又直接的概括了示范区的意义。 实景示范区本质是体验式营销的物理载体,通过营造"沉浸式未来生活预演"缩短客户决策周期。其核心价值在于: 风险消解功能:解决预售制度下的信任危机。西安绿城桂月云翠项目打造"全维示范区",1.2万㎡展示区覆盖主入口、1/3景观、会所 ...
广州业主怒了:房子差点烂尾,物业还从万科变杂牌...
Sou Hu Cai Jing· 2025-08-10 21:54
Core Viewpoint - The article discusses the issues faced by homeowners at Sunshine City Lijing Peninsula, who expected property management by Vanke but were instead assigned a lesser-known company named Zhenqiang, leading to dissatisfaction among residents [3][21][29]. Group 1: Company Background - Sunshine City is a well-known developer in the Guangzhou real estate market, previously achieving significant success in Nansha [6][8]. - The Lijing Peninsula project covers nearly 400,000 square meters and includes 2,208 residential units, with initial sales being very successful [6][8]. - The project faced construction delays starting in 2022, leading to concerns among homeowners [8][10]. Group 2: Property Management Issues - Homeowners were surprised to find that the property management company had changed from Vanke to Zhenqiang without prior notification [21][24]. - The management fee remains the same at 2.8 yuan per square meter per month, despite the change in service quality [27][29]. - Homeowners expressed dissatisfaction with Zhenqiang's service, which did not meet their expectations based on Vanke's reputation [27][38]. Group 3: Legal and Community Response - Homeowners are seeking to revert to the originally agreed-upon property management by Vanke, citing legal grounds for the contract's enforceability [43][44]. - The process of changing property management is expected to be complex, requiring legal action or negotiation with the developer [44][45]. - Establishing a homeowners' committee is seen as a potential solution, although it may be challenging given the project's current status [45][46].
房地产行业周报:北京放宽限购,一二手房成交下降-20250810
ZHONGTAI SECURITIES· 2025-08-10 08:29
Investment Rating - The report maintains an "Overweight" rating for the real estate industry [1] Core Views - The report highlights that despite the relaxation of purchase restrictions in Beijing, both new and second-hand housing transactions have declined [1][8] - The overall market performance is stronger than the broader market, with the Shenwan Real Estate Index rising by 2.16% compared to a 1.23% increase in the CSI 300 Index, resulting in a relative return of 0.93% [5][13] Summary by Sections 1. Weekly Market Review - The Shenwan Real Estate Index increased by 2.16%, outperforming the CSI 300 Index which rose by 1.23% [5][13] 2. Industry Fundamentals - For the week of August 1-7, the total number of new homes sold in 38 key cities was 19,984 units, a year-on-year decrease of 12% and a month-on-month decrease of 21.3% [6][21] - The total transaction area for new homes was 182.9 million square meters, with a year-on-year decrease of 15.5% and a month-on-month decrease of 27% [6][21] - In the same week, the total number of second-hand homes sold in 16 key cities was 15,748 units, with a year-on-year decrease of 1.7% and a month-on-month decrease of 8.2% [32][38] - The total transaction area for second-hand homes was 150.7 million square meters, with a year-on-year decrease of 2.4% and a month-on-month decrease of 8.7% [32][38] - The inventory of commercial housing in 17 key cities was 188.41 million square meters, with a month-on-month increase of 0.2% and a depletion cycle of 148 weeks [49] 3. Land Market Supply and Transaction Analysis - During the week, 2,497.7 million square meters of land were supplied, a year-on-year increase of 10.5% [7] - The average transaction price of land was 1,399 yuan per square meter, a year-on-year increase of 34.3% [7] 4. Real Estate Financing Analysis - Real estate companies issued a total of 17.76 billion yuan in credit bonds, with a year-on-year increase of 83.38% and a month-on-month increase of 108.18% [7]