截至发稿，深深房Ａ市值为310亿元。 每经头条（nbdtoutiao）——去美国的"打工人"天塌了！特朗普10万美元签证费击碎"美国梦"，美企加 速外包，加拿大趁机"抢人" 每经AI快讯，深深房A9月28日晚间发布公告称，公司第八届第二十二次董事会会议于2025年9月28日以 通讯方式召开。会议审议了《关于制定深房集团高管人员2024年度绩效考核实施方案的议案》等文件。 2025年1至6月份，深深房Ａ的营业收入构成为：房地产占比89.07%，工程施工占比5.61%，租赁及其他 占比5.06%，物业管理占比0.26%。 （记者 王晓波） ...

（公告编号：2025-025） 深圳经济特区房地产（集团）股份有限公司 第八届董事会第二十二次会议决议公告 深圳经济特区房地产（集团）股份有限公司 Shenzhen Special Economic Zone Real Estate & Properties (Group) Co., Ltd 证券代码：000029、200029 证券简称：深深房 A、深深房 B 深圳经济特区房地产（集团）股份有限公司(以下简称 "公司")第八届董事会第二十二次会议于 2025 年 9 月 28 日 （星期日）以通讯方式召开，本次会议通知及材料已于 2025 年 9 月 22 日以电子邮件方式发送至各位董事。会议应出席的 董事 9 名，实际出席的董事 9 名。会议的召开符合有关法律、 行政法规、部门规章、规范性文件及《公司章程》的规定。 二、董事会会议审议情况 审议通过《关于制定深房集团高管人员 2024 年度绩效考 核实施方案的议案》。 本议案在提交公司董事会审议前已经公司董事会薪酬与考 核委员会审议通过。 深圳经济特区房地产（集团）股份有限公司 Shenzhen Special Economic Zone Real Est ...

Core Insights - The real estate development sector saw a slight increase of 0.44% on September 26, with Hefei Urban Construction leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Hefei Urban Construction (002208) closed at 7.77, up 10.06% with a trading volume of 516,100 shares and a transaction value of 396 million yuan [1] - Other notable gainers included: - Shanghai Shimao (600748) at 4.95, up 10.00% [1] - Shibei High-tech (600604) at 6.11, up 4.80% [1] - Conversely, significant decliners included: - Hualian Holdings (000036) at 4.43, down 9.96% [2] - Dalong Real Estate (600159) at 3.06, down 7.27% [2] Capital Flow - The real estate development sector experienced a net outflow of 413 million yuan from institutional investors, while retail investors saw a net inflow of 585 million yuan [2][3] - Key stocks with notable capital flows included: - Poly Development (600048) with a net inflow of 191 million yuan from institutional investors [3] - Hefei Urban Construction (002208) with a net inflow of 156 million yuan from institutional investors [3]

Group 1 - The core point of the article is the recent performance of Shenzhen Real Estate (Group) Co., Ltd. (深深房A), which has seen a stock price increase of 5.03% to 30.92 CNY per share, with a total market capitalization of 31.281 billion CNY [1] - The company has experienced a cumulative increase of 4.77% over the past three days, indicating positive market sentiment [1] - The main business revenue composition of the company includes 89.05% from residential properties, 10.93% from other products, and 0.03% from shops and parking spaces [1] Group 2 - Among the top ten circulating shareholders of 深深房A, a fund under Southern Fund has increased its holdings by 77,900 shares, bringing its total to 3.4097 million shares, which represents 0.34% of the circulating shares [2] - The estimated floating profit from this increase is approximately 5.0464 million CNY, with a floating profit of 4.569 million CNY during the three-day increase [2] - The Southern China Real Estate ETF has a current scale of 173 million CNY and has achieved a year-to-date return of 8.06% [2]

Core Viewpoint - The stock of Shenzhen Real Estate (Group) Co., Ltd. (深深房A) has shown significant price movements and financial performance, indicating strong growth potential in the real estate sector [1][2]. Financial Performance - As of June 30, 2025, 深深房A reported a revenue of 637 million yuan, representing a year-on-year increase of 374.85% [2]. - The net profit attributable to shareholders reached 103 million yuan, with a remarkable year-on-year growth of 1732.32% [2]. - The stock price has increased by 93.63% year-to-date, with a recent 6.07% rise over the last five trading days [1]. Stock Market Activity - On September 24, 2023, 深深房A's stock price rose by 2.17%, reaching 29.16 yuan per share, with a total market capitalization of 29.5 billion yuan [1]. - The stock has experienced significant trading activity, with a total turnover of 80.17 million yuan and a turnover rate of 0.31% [1]. - The stock has appeared on the龙虎榜 (top trading list) twice this year, with the latest appearance on August 27, 2023, showing a net buy of -34.54 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for 深深房A was 36,300, a decrease of 5.96% from the previous period [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 5.04 million shares, an increase of 1.33 million shares from the previous period [3].

Core Viewpoint - The stock of Shenzhen Real Estate (Group) Co., Ltd. (深深房A) has experienced fluctuations, with a year-to-date increase of 79.68% but a recent decline in trading performance [1][2]. Company Overview - Shenzhen Real Estate (Group) Co., Ltd. was established on July 19, 1986, and listed on September 15, 1993. The company is primarily engaged in real estate development and sales, property leasing and management, retail and trade, hotel operations, equipment installation and maintenance, construction, and interior decoration [2]. - The revenue composition of the company is as follows: residential properties account for 89.05%, other products 10.93%, and commercial shops and parking spaces 0.03% [2]. Financial Performance - For the first half of 2025, the company reported an operating income of 637 million yuan, representing a year-on-year growth of 374.85%. The net profit attributable to shareholders reached 103 million yuan, with a significant increase of 1732.32% [2]. - Cumulative cash dividends since the company's listing amount to 1.181 billion yuan, with 61.71 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for 深深房A was 36,300, a decrease of 5.96% from the previous period. The average circulating shares per person remained at 0 [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 5.0377 million shares, an increase of 1.3275 million shares compared to the previous period [3].

分红方面，深深房AA股上市后累计派现11.81亿元。近三年，累计派现6171.13万元。 资料显示，深圳经济特区房地产(集团)股份有限公司位于广东省深圳市人民南路3005号深房广场46-48 层，成立日期1986年7月19日，上市日期1993年9月15日，公司主营业务涉及房地产开发及商品房销售、 物业租赁及管理、商品零售及贸易、酒店业务、设备安装及维修、建筑、室内装修等业务。主营业务收 入构成为：住宅89.05%，其他产品10.93%，商铺及车位0.03%。 深深房A所属申万行业为：房地产-房地产开发-住宅开发。所属概念板块包括：国资改革、融资融券、 中盘、广东国资、深圳国资等。 截至6月30日，深深房A股东户数3.63万，较上期减少5.96%；人均流通股0股，较上期增加0.00%。2025 年1月-6月，深深房A实现营业收入6.37亿元，同比增长374.85%；归母净利润1.03亿元，同比增长 1732.32%。 9月12日，深深房A盘中上涨2.00%，截至13:40，报28.51元/股，成交1.02亿元，换手率0.40%，总市值 288.42亿元。 资金流向方面，主力资金净流入201.62万元，特大单买入 ...

9月10日，深深房A盘中上涨2.06%，截至14:03，报27.74元/股，成交1.03亿元，换手率0.42%，总市值 280.63亿元。 深深房A所属申万行业为：房地产-房地产开发-住宅开发。所属概念板块包括：融资融券、国资改革、 中盘、广东国资、深圳国资等。 截至6月30日，深深房A股东户数3.63万，较上期减少5.96%；人均流通股0股，较上期增加0.00%。2025 年1月-6月，深深房A实现营业收入6.37亿元，同比增长374.85%；归母净利润1.03亿元，同比增长 1732.32%。 分红方面，深深房AA股上市后累计派现11.81亿元。近三年，累计派现6171.13万元。 机构持仓方面，截止2025年6月30日，深深房A十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股503.77万股，相比上期增加132.75万股。南方中证房地产ETF发起联接A（004642）位居第 八大流通股东，持股340.97万股，相比上期增加7.79万股。 责任编辑：小浪快报 资金流向方面，主力资金净流入459.61万元，特大单买入945.52万元，占比9.18%，卖出366.03万元，占 比3.55%；大单 ...

南方中证房地产ETF发起联接A（004642）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年139天，现任基金资产总规模1389.99亿元，任职期间最佳基金回报 141.73%， 任职期间最差基金回报-47.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 9月4日，深深房A跌5.06%，截至发稿，报26.66元/股，成交2.13亿元，换手率0.87%，总市值269.71亿 元。 资料显示，深圳经济特区房地产(集团)股份有限公司位于广东省深圳市人民南路3005号深房广场46-48 层，成立日期1986年7月19日，上市日期1993年9月15日，公司主营业务涉及房地产开发及商品房销售、 物业租赁及管理、商品零售及贸易、酒店业务、设备安装及维修、建筑、室内装修等业务。 从深深房A十大流通股东角度 数据显示，南方基金旗下1只基金位居深深房A十大流通股东。南方中证房地产ETF发起联接A （004642）二季度增持7.79万股，持有股数340.97 ...

Core Viewpoint - The stock of Shenzhen Real Estate (Group) Co., Ltd. (深深房A) has shown significant volatility, with a year-to-date increase of 90.70% but a recent decline of 3.53% over the last five trading days [1][2]. Company Performance - As of June 30, 2025, 深深房A reported a revenue of 637 million yuan, representing a year-on-year growth of 374.85%, and a net profit attributable to shareholders of 103 million yuan, which is a staggering increase of 1732.32% [2]. - The company has distributed a total of 1.181 billion yuan in dividends since its listing, with 61.71 million yuan distributed over the past three years [3]. Stock Market Activity - On September 3, 2023, 深深房A's stock price reached 28.72 yuan per share, with a trading volume of approximately 90 million yuan and a turnover rate of 0.36%, resulting in a total market capitalization of 29.055 billion yuan [1]. - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) twice this year, with the most recent appearance on August 27, 2023, where it recorded a net buy of -34.5394 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for 深深房A was 36,300, a decrease of 5.96% from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI Real Estate ETF, with notable increases in their holdings [3].