从学历来看，以本科为主，占比达到60%；其次是硕士，达到34%。专科占比仅为4.6 %。 专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平 分行业来看，A股市场66家房地产行业上市公司财务总监薪酬均值为103.15万元（数据来源于choice，截止2024年末任期不满1年的不参与统计，CFO包括部分公司总会计师等），远超市场均 从年龄分布来看，50（含）岁以上是主力人群，人数达到34位，占比达到52%；其次是40（含）-50岁，占比达到29%；30（含）-40的CFO占比仅为4.5%。 去年有29家公司的财务总监在降薪，降薪金额最大的是华发股份罗彬，从442万降至225.7万元。其次是保利发展王一夫。排第三的是*ST阳光（维权）常立铭，降薪79.11万元至110.65万元 值得一提的是，去年有36家房地产公司陷入亏损，占比达到55%。万科亏损最严重，达到494.78亿元，财务总监韩 ...

Summary of Key Points Core Viewpoint - The report highlights the salary trends of CFOs in A-share listed companies for 2024, indicating a total salary scale of 4.27 billion yuan and an average annual salary of 814,800 yuan for CFOs in the A-share market [1]. Salary Overview - The average salary for CFOs in the real estate sector is significantly higher at 1.03 million yuan, surpassing the overall market average [1]. - The salary distribution shows that 44% of CFOs earn between 500,000 and 1 million yuan, while 30% earn between 1 million and 2 million yuan [5]. - Only 9% of CFOs have salaries exceeding 2 million yuan, with 6 individuals in this category [5]. Age and Education Distribution - The majority of CFOs are aged 50 and above, accounting for 52% of the total, while those aged 40 to 50 make up 29% [1]. - Educationally, 60% of CFOs hold a bachelor's degree, and 34% have a master's degree, with only 4.6% having an associate degree [3]. Notable Salary Cases - The highest-paid CFO is Guan Youdong from New City Holdings, earning 3.3841 million yuan, despite a 25.3% decline in revenue [7]. - Other notable salaries include Ye Xiaodong from Zhongzhou Holdings at 2.7208 million yuan and Wang Yifu from Poly Development at 2.57 million yuan [7]. - The lowest salary recorded is 182,300 yuan for Gong Ming from Yunnan Chengtou, the only CFO earning below 300,000 yuan [8]. Salary Changes - 53% of CFOs experienced salary increases last year, with the largest increase being 403,000 yuan for Su Gang from New Huangpu [8]. - Conversely, 29 CFOs had salary reductions, with the most significant drop being 2.257 million yuan for Luo Bin from Huafa Shares [8]. Industry Performance - 55% of real estate companies reported losses last year, with Vanke suffering the largest loss of 49.478 billion yuan [9]. - Other companies like *ST Jinke and Huaxia Happiness also reported significant losses, impacting their CFOs' compensation [9].

Core Insights - Real estate companies are undergoing organizational restructuring in response to the new market conditions, with a focus on centralizing operations and enhancing risk management [1][3][4] - The trend of "strong headquarters" is emerging, indicating a shift towards more efficient and flexible organizational structures to adapt to market challenges [3][4][5] Group 1: Organizational Restructuring - Over 10 real estate companies, including Poly Developments and China Overseas, have adjusted their organizational structures from January to July 2023 [1][2] - Companies like Poly Developments have merged regional companies to streamline operations, such as combining Jiangsu and Huaihai companies into Jiangsu Company [6][8] - The restructuring aims to reduce management layers, lower communication costs, and improve decision-making efficiency [1][3] Group 2: Shift to Strong Headquarters - The "strong headquarters" model is becoming prevalent, where headquarters take on strategic planning, resource allocation, and risk management roles [4][5] - Companies like China Jinmao and China Resources have transitioned from a three-tier management structure to a more centralized approach [3][4] - This shift is partly driven by the need to adapt to a shrinking market and optimize cash flow by reducing unnecessary expenditures [6][7] Group 3: Cost Reduction and Efficiency - The reduction of regional companies is seen as a key strategy for cost-cutting, with companies focusing on core operations and eliminating middle management layers [6][7] - Real estate firms are concentrating their projects in first and second-tier cities, leading to a significant increase in project concentration and reducing the need for extensive regional management [7][8] - The overall goal is to enhance operational efficiency and stabilize cash flow through refined management practices [9][10]

房地产行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600515 | 海南机场 | -0.77 | 1.28 | -13932.13 | | 600246 | 万通发展 | -2.80 | 2.37 | -7363.05 | | 002305 | *ST南置 | -3.07 | 6.48 | -4376.40 | | 600684 | 珠江股份 | -0.44 | 3.13 | -2235.64 | | 600895 | 张江高科 | 4.64 | 8.95 | -1903.63 | | 000897 | 津滨发展 | 5.13 | 5.66 | -1821.65 | | 600082 | 海泰发展 | -3.23 | 5.02 | -1698.99 | | 000886 | 海南高速 | 0.00 | 1.86 | -1508.08 | | 600675 | 中华企业 | 4.05 | 1.12 | -1498.27 | | 000656 | *ST金科 | -0.71 | 0 ...

天眼查商业履历信息显示，万科企业股份有限公司，成立于1984年，位于深圳市，是一家以从事房地产 业为主的企业。企业注册资本1099521.0218万人民币，实缴资本624020万人民币。公司法定代表人为郁 亮。 金融界消息 截至2025年8月7日收盘，万 科Ａ（000002）报收于6.47元，上涨0.47%，换手率0.8%，成交 量77.60万手，成交金额5.00亿元。 资金流向方面，今日主力资金净流入3474.64万元，占比成交额6.94%。其中，超大单净流入3289.44万 元、占成交额6.57%，大单净流入185.20万元、占成交额0.37%，中单净流出流出2212.85万元、占成交 额4.42%，小单净流出1261.79万元、占成交额2.52%。 万科A最新一期业绩显示，截至2025一季报，公司营业总收入379.95亿元、同比减少38.31%，归属净利 润624620.85万元，同比减少1625.63%，扣非净利润603869.96万元，同比减少260.60%，流动比率 1.303、速动比率0.567、资产负债率73.48%。 通过天眼查大数据分析，万科企业股份有限公司共对外投资了150家企业，参与招 ...

近日，北京遭遇极端强降雨，引发部分区域洪涝灾害。雨情之下，责任在肩，星夜驰援，协同作战。首 开集团、首创城发集团、北京建工、金隅集团、北京城建集团、东方雨虹等企业闻"汛"而动，迅速集结 力量，调配充沛物资，抢通道路、安置居民、修复基础设施，用专业的力量和暖心的服务，生动诠释了 同舟共济、守护家园的担当精神。 首开集团 守护民生 温暖到家 面对严峻汛情，首开集团全面部署防汛及后续保障工作。首开集团第一时间召开紧急会议，层层压实责 任，紧盯重点区域风险隐患，加强物资和队伍管理，严格落实值守制度。其中，集团客服中心96139热 线满负荷运转，保障居民诉求畅通，及时处理881件居民诉求。 作为大型国有物业企业，首开城运集团投入大量人力开展巡查抢险，加强低洼路段、设备间巡视。据不 完全统计，截至7月29日，首开城运集团累计投入6367人次开展雨中巡查抢险，检查平房10239间次、楼 房8296幢次，发现房屋漏雨474处，疏通排水125处，全力保障居民正常生活。 在门头沟区永定镇，首开天岳恒公司门城项目部积极配合街道转移居民，耐心劝说并安全护送老人撤 离。统计数据显示，截至7月29日，各项目部累计转移安置居民186人。 ...

Economic News - The Ministry of Commerce has decided to extend the investigation period for safeguard measures on imported beef until November 26, 2025, due to the complexity of the case [1] - The State Council has issued an opinion to gradually implement free preschool education, starting from the fall semester of 2025, exempting public kindergartens from childcare fees for the last year [1] - The China Iron and Steel Association reported that the steel inventory of key steel enterprises was 14.78 million tons in late July 2025, a decrease of 5.6% month-on-month [1] - The China Passenger Car Association has raised its sales forecast for 2025, predicting a 6% increase in retail sales of passenger cars, a 14% increase in exports, and a 27% increase in wholesale sales of new energy vehicles [1] - The State Administration for Market Regulation is soliciting public opinions on the revised "Market Supervision Complaint Handling Measures," which includes 43 articles with several modifications [1] - The National Development and Reform Commission has issued a management method for enterprise training bases, focusing on supporting emerging fields with significant skill gaps and traditional industries with strong employment absorption [1] - Shanghai is supporting key technology breakthroughs in embodied intelligence, with a maximum support of 30% of total investment, not exceeding 50 million yuan [1] - The global manufacturing PMI for July was reported at 49.3%, indicating continued weakness in the manufacturing sector [1] Company News - The stock price of Shunwei New Materials has surged by 1,320.05% from July 9 to August 5, 2025, leading to multiple instances of trading anomalies [4] - Haiguang Information reported a 45.21% year-on-year increase in revenue for the first half of 2025, reaching 5.464 billion yuan, with a net profit increase of 40.78% [4] - Zhongke Shuguang's total revenue for the first half of 2025 was 5.854 billion yuan, a 2.49% increase year-on-year, with a net profit growth of 29.89% [4] - Changsheng Bearing plans to reduce its shareholding by transferring 7.8855 million shares, accounting for 2.65% of the total share capital [4] - Vanke A's largest shareholder, Shenzhen Metro Group, has provided a loan of up to 1.681 billion yuan to the company for debt repayment purposes [4] Port Industry Analysis - The port sector is characterized by stable cash flow and has the potential to become a high-dividend sector, with an overall dividend payout ratio above 30% [6][7] - The current high capital expenditure in the port industry is a constraint on dividend increases, but a peak in capital expenditure is expected in 2024, which may enhance dividend capabilities [8][9] - The analysis indicates that if capital expenditures decrease, many port companies could support higher dividend payouts, similar to trends observed in the highway sector post-2018 [9][10]

值得一提的是，昆明泊寓不仅先后为昆明市公安局、官渡区人民法院等青年干部提供安居服务，也为养 乐多（中国）投资有限公司、昆明君悦酒店等知名企业提供员工住房，多方式、多渠道助力青年人才安 居春城。2024年，被认定为昆明市首批"青年发展型空间春城青居示范点"。 业内人士指出，此次泊寓与安居集团合作，成功落地昆明市首个保障性租赁住房市场化经营试点项目， 标志着泊寓在昆明市场政企合作模式中实现了突破，也为长租公寓机构与国有企事业单位合作，参与保 租房筹建与运营工作打造了实践样板。可以看出，万科长租公寓业务首进昆明已获得市场多方认可。 泊寓上半年七成新开业房源为保租房 近年来，国家大力发展保障性租赁住房，推动"租购并举"住房制度建设。作为最早进入租赁住房市场的 房地产企业，万科泊寓在各地多渠道、多方式参与保障性租赁住房筹集与建设。据中指研究院统计，截 至2025年6月，万科长租公寓业务已有超13万间房源纳入保障性租赁住房，占其总开业房源的65%，在 市场化运营机构中纳保数量位居第一。 南都·湾财社记者获悉，近日，昆明市安居集团正式与万科泊寓签订保租房市场化运营委托管理协议， 将旗下位于呈贡区和盘龙区的两个保障性租赁住房 ...

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]

日前，央企华侨城有员工因为跟投资金无法拿回而与公司产生纠纷。部分员工对外透露，当初跟投的资 金如今只能拿回一两成本金，而公司方面则解释称，跟投本质上属于投资行为，有盈利也会有亏损。 房地产已连续调整近4年时间，在高位跟投项目的从业人员多数都陷入亏损境地。如今回溯跟投这项曾 经让业内人士激情燃烧的机制，许多人已有恍若隔世之感。张琳表示，自己在集团总部，投的项目是精 挑细选过的，原本以为会有巨大的收益，没想到最后只是黄粱一梦。 房地产项目跟投机制，最早出现于大约2012年前后，在设立之初，公司旨在将企业与员工利益绑定，调 动员工的能动性、提高管理效率的利器。在市场上行期，房企员工即便"盲目跟投"也收获颇丰，这一制 度也曾为房企留下核心人才，推动企业规模快速扩张。但随着行业竞争加剧，这一制度逐渐变质，有部 分中小型房企将跟投作为解决项目融资的渠道。此后行业进入下行期，销售陷入低迷，跟投项目收益降 低、风险增大等各类问题逐步暴露，"跟不动"的现象越发普遍，而企业与员工之间的矛盾也最终在这个 领域内爆发。 跟投作为市场上行期适用的制度，在下行期遇到了挑战。 "很幸运，我在公司时跟投的几个项目，资金都退回来了。"曾经就职 ...