【环球网科技综合报道】9月13日，2025 Inclusion·外滩大会·科技人才招聘会在上海市局门路729号黄浦世博园区召 开。阿里云、蚂蚁、淘宝、美团、上海人工智能实验室、小红书、饿了么、菜鸟等50余家企业提供了1500多个社招和 校招岗位，聚焦人工智能、互联网、金融等行业。10000余位求职者在招聘会现场与用人企业面对面交流并投递简 历，企业现场收集简历数达6500余份。 本次招聘会是在上海市人力资源和社会保障局指导下，由外滩大会组委会主办，上海市人力资源公共服务中心与蚂蚁 集团共同承办。今年的招聘岗位数较去年增加了50%，超过六成企业发布AI岗位需求。自2023年首次在外滩大会设置 科技人才招聘会以来，实现了招聘岗位连续三届增长。 英特利普集团创始人兼首席执行官金一粟先生分享了在全球化浪潮奔涌之下，中国企业急需从"心态先出海"向 "生而 全球化" 全速进发。而且全球化竞争的本质正凝结为一场赢得人才先机的深度较量。报告指出，出海平均招聘薪酬近 年来稳步增长。 分享结束后，上海市人力资源和社会保障局副局长李炜（右）与蚂蚁集团人力资源部副总裁何勇明（左）共同为第三 届科技人才招聘会启幕。 上海市人力资源和社 ...

开发及销售端上，国家统计局发布数据显示，1—8月份，全国房地产开发投资60309亿元，同比下降 12.9%；其中，住宅投资46382亿元，下降11.9%。1—8月份，新建商品房销售面积57304万平方米，同 比下降4.7%；其中住宅销售面积下降4.7%。新建商品房销售额55015亿元，下降7.3%；其中住宅销售额 下降7.0%。 国家统计局在9月15日召开的国新办发布会上表示，从前8个月情况看，受国内外形势变化影响，房地产 市场虽有所波动，但商品房销售和住宅价格同比降幅还是在收窄，去库存成效继续显现，房地产市场仍 朝着止跌回稳方向迈进。近期，部分城市进一步调整优化住房政策，效果有所显现，市场交易出现改 善。 政策端上，一线城市楼市新政频出。9月5日，深圳市住建局联合央行深圳分行发布《关于进一步优化调 整本市房地产政策措施的通知》，从购房资格、企业购房及房贷利率三方面推出组合措施。这是继北 京、上海于8月相继出台楼市优化政策后，又一核心一线城市推出实质性宽松举措。 中指研究院表示，9月通常为地产政策密集出台期，在"止跌回稳"目标下，新一轮支持政策有望加快推 出，同时， 市场已进入"金九银十"传统营销旺季，预计房 ...

9月11日，"中信城开华南"微信公众号发布一则澄清声明，将深圳旧改"巨无霸"绿景白石洲项目再次推 上风口。 这份声明直指近日网上流传的"中信城开拟120亿元入股项目"为不实信息，强调"相关内容及数据与事实 完全不符"，并表示将保留追究造谣者法律责任的权利。 自2014年被纳入城市更新计划以来，因总计容建筑面积达358万平方米、预估货值约2200亿元，以及横 跨多年的开发历程，绿景白石洲项目的推进情况一直是业内关注焦点。 此次传言虽被否认，但也揭开了深圳这个旧改"巨无霸"的现实困境。 "不排除引入央国企" 9月12日下午，《每日经济新闻》记者在绿景白石洲项目现场了解到，部分在建楼盘已封顶，高耸入云 的住宅楼与周边低矮的城中村形成了鲜明对比。 而项目的三期、四期地块上，仍有大量老房没有拆除，尚未进入大规模施工阶段，部分未拆迁房屋的外 立面已披上"盛夏C位，热浪主场"字样的帆布。 根据规划，绿景白石洲项目一期绿景白石洲璟庭由6座建筑组成，包含3栋住宅、2栋公寓，其中1栋1/2 单元为26/59层塔楼商务公寓，1栋3/4/5单元为74层塔楼住宅。 深圳房地产信息平台数据显示，截至9月11日，绿景白石洲璟庭共计2746 ...

9月13日，"未来城市新居品鉴会"在万科·理想花地·傲璟实景示范区举行，荔湾区住建局、荔湾区茶滘街 道、广州市房地产行业协会相关领导作为特邀嘉宾出席活动。 此次傲璟实景示范区的正式开放，标志着万科"未来城市理想单元"首个示范展示区在广州正式落地。该 项目也是广州首座"立体垂直酒店式社区"的初步呈现，涵盖高端体育会所、全龄段架空层空间、空中会 所、露天泳池及酒店化艺术公区等多维场景。 同时，理想花地又一公共空间——城市西广场也迎来全面焕新。万科以兑现场域为串联，将西广场与此 前已开放的趣活公园、花地湾生活馆、傲璟连通，打造运动、露营、观展、互动的生活长廊。 万科造城能力迭新进化 2024年，万科呼应《广州2049》战略构想，首次在广州官方发布"未来城市计划"，以万科·理想花地为 实践载体，以全新的未来城市理念，努力建设"好房子"的新样本。 发布会上，《超想逛你家》百万粉丝IP主理人、家居设计师平台《一兜糖》创始人李小冷则表示，傲璟 项目的超新规设计理念，聚焦空间效能与居住体验，充分满足了对理想家居生活的美好想象。 "瑧系"首批次1、2栋即将交付 经过多年实践，万科·理想花地已进入了密集兑现与成果展现的新阶段。目 ...

丨证券研究报告丨 行业研究丨行业周报丨房地产 [Table_Title] 如何看待房价的周期位置？ ——房地产行业周度观点更新 报告要点 [Tablary] 全局维度，房价近四年来调整相对充分，已基本消化过往累积的超涨成分，后续下行压力将逐 步减小，但止跌有赖于良性通胀和进一步降息。结构层面，由于估值压力、收入预期、调整时 空等因素的不同，各能级城市房价有所分化，其中，高能级城市补跌压力较大，近期跌幅明显 更大。大城市内部，一是核心区域新房和二手价格的分化，新房补涨、二手补跌，土地要素的 市场价值在限价时代明显被低估，级差地租正在显性化，新房较周边二手也将体现折旧、品质、 得房率和稀缺性等溢价；二是核心和远郊的分化，与海外一线相比，房价压力主要体现在远郊。 分析师及联系人 [Table_Author] SAC：S0490520040001 SAC：S0490525060001 SFC：BUV416 [Table_Title 如何看待房价的周期位置？ 2] ——房地产行业周度观点更新 核心观点 止跌回稳的政策目标一定程度上对市场预期曾有所提振，但 4 月以来边际下行压力再次加大， 产业政策宽松概率逐步提高，后续 ...

[Table_Author] 丨证券研究报告丨 行业研究丨专题报告丨房地产 [Table_Title] 业绩逐步寻底，经营边际改善 ——房地产行业 2025 年中报综述 报告要点 [Table_Summary] 2025 年上半年重点房企业绩整体依旧承压，杠杆控制与资金链安全仍是多数房企当前的重要 课题，但随着政策进入右侧区间，前端经营出现边际改善，重点房企销售金额降幅有所收窄， 拿地表现也阶段性明显改善。经过本轮周期的洗礼，行业竞争格局明显优化，具备资源禀赋、 融资、产品力优势的房企，有望获取持续的销售与业绩阿尔法，今年在业绩和经营方面已初步 兑现，短期关注结构性机会，若后续迎来政策面与基本面的共振，当前隐含过度悲观预期的估 值或有望迎来较大向上弹性。 分析师及联系人 SAC：S0490520040001 SAC：S0490522080002 SAC：S0490525060001 SFC：BUV416 刘义 宋子逸 侯兆熔 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Title 业绩逐步寻底，经营边际改善 2] ——房地产行业 2025 年中 ...

Core Viewpoint - The financial reports of listed real estate companies for the first half of 2025 reflect a significant industry transformation, moving from a "scale competition" phase to a "steady operation" phase, with ongoing deep adjustments and increasing differentiation among companies [1] Group 1: Revenue Performance - Only two companies, Poly Developments and Vanke, entered the "billion revenue club" with revenues of 116.9 billion and 105.3 billion respectively, while the average revenue growth rate for the 20 companies was only 7.72% [4][6] - Half of the listed real estate companies experienced revenue declines, with Shimao Group and Sunac China seeing declines close to 50% [1][6] - Notable revenue growth was observed in companies like Shoukai Co. and Binjiang Group, which reported growth rates exceeding 80% [1][6] Group 2: Revenue Breakdown - The first tier includes only Poly and Vanke, while the second tier consists of seven companies with revenues between 50 billion and 100 billion, including China Resources Land and Greenland Holdings [5] - The third tier includes 11 companies with revenues below 50 billion, featuring regional leaders and companies that have faced debt crises, such as Sunac China and Shimao Group [5] Group 3: Differentiation Among Companies - Significant differentiation in revenue growth rates is evident, with China Resources Land achieving nearly 20% positive growth, while Poly and Vanke saw declines of 16.08% and 26.2% respectively [6] - Companies like Binjiang Group and Yuexiu Property achieved growth rates of 87.8% and 34.6%, respectively, driven by strategic market positioning [6][7] Group 4: Challenges and Transformation - State-owned and central enterprises demonstrate stronger risk resistance, with stable revenues and lower financing costs, while private companies face significant pressures [7][8] - Many companies are shifting towards "second growth curves" through light asset transformation and non-development businesses, with China Resources Land's operational income contributing over 60% to its profits [8] - The industry is entering a new development phase characterized by declining scale and slower growth, necessitating improved financial management and debt restructuring among companies [8]

Group 1 - The event held on September 13 in Shanghai was the 2025 Inclusion·Bund Conference·Tech Talent Recruitment Fair, featuring over 50 companies including Alibaba Cloud, Meituan, Taobao, Ant Group, and Xiaohongshu [1] - The recruitment fair offered more than 1,500 job positions focusing on industries such as artificial intelligence, internet, embodied intelligence, and finance [1] - Over 10,000 job seekers attended the event, engaging in face-to-face interactions with employers and submitting resumes, with companies collecting more than 6,500 resumes on-site [1]

Core Viewpoint - The financial reports of listed real estate companies for the first half of 2025 reflect a significant industry transformation, moving from a "scale competition" phase to a "steady operation" phase, with ongoing deep adjustments and increasing differentiation among companies [1][7]. Group 1: Revenue Performance - Only two companies, Poly Developments and Vanke, entered the "billion revenue club" with revenues of 116.9 billion and 105.3 billion respectively, while the average revenue growth rate for the 20 companies was only 7.72% [4][6]. - Half of the listed real estate companies experienced revenue declines, with Shimao Group and Sunac China seeing declines close to 50% [1][6]. - Notable revenue growth was observed in companies like Shoukai Co. and Binjiang Group, with growth rates exceeding 80% and 87.8% respectively [1][6]. Group 2: Company Rankings - The first tier includes only two companies with revenues exceeding 100 billion, while the second tier consists of seven companies with revenues between 50 billion and 100 billion [4][5]. - The third tier includes 11 companies with revenues below 50 billion, many of which are regional leaders or have faced debt crises [5][6]. Group 3: Market Dynamics - State-owned and central enterprises demonstrated stronger risk resistance, with companies like Poly, China Resources Land, and China Overseas Land showing stable revenues and lower declines [7][8]. - Private companies, except for a few like Longfor Group and Binjiang Group, continue to face significant pressures, with many experiencing revenue declines of over 25% [7][8]. Group 4: Strategic Shifts - Many companies are focusing on "second growth curves" through light asset transformations and non-development businesses to drive revenue [8]. - China Resources Land's operational income from shopping centers, office buildings, and hotels contributed over 60% to its profits, helping it become the "profit king" [8].

2025年上半年的上市房企财报，如同一面镜子，映照出行业的新格局。新京报贝壳财经根据企业公告、东方财富网梳理出20家典型上市房企营收数据发 现，行业仍处于深度调整期，企业间分化持续加剧。房地产正从"规模竞赛"转向"稳健经营"的新阶段。 整体来看，上半年，"千亿营收俱乐部"仅有保利发展（以下简称"保利"）和万科两家入围。值得关注的是，首开股份、滨江集团营收增速超80%，逆势狂 奔。与此同时，半数房企营收下滑，世茂集团、融创中国同比跌幅接近腰斩。部分央企、国企凭借资金优势和资源整合能力，占据市场主导地位，而多数 民营房企仍面临营收下滑、债务高压等挑战。这份榜单已不仅是规模的较量，更是企业抗风险能力的"压力测试"。 | 企业简称 | 营收(亿元) | 同比 | | --- | --- | --- | | 保利发展 | 1169 | -16.08% | | 万科 | 1053 | -26. 20% | | 华润置地 | 949. 2 | 19. 96% | | 绿地控股 | 946. 9 | -17.97% | | 中海地产 | 832. 2 | -4. 27% | | 碧桂园 | 725. 7 | -28.92% ...