二、2025 年 9 月新增土地情况 证券代码：000069 证券简称：华侨城 A 公告编号：2025-46 深圳华侨城股份有限公司 2025 年 9 月主要业务经营情况公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 一、2025 年 9 月销售情况 2025 年 9 月，公司实现合同销售面积 7.9 万平方米，同比减少 67%，环比 8 月增加 9%；合同销售金额 10.8 亿元，同比减少 59%，环 比 8 月增加 9%。 2025 年 1-9 月，公司累计实现合同销售面积 89.3 万平方米，同 比减少 19%；合同销售金额 132.5 亿元，同比减少 22%。 2025 年 9 月，公司无新增土地情况。 三、旅游综合业务情况 公司致力于通过节庆与场景的价值创新，为游客提供超预期的个 性化体验。连锁欢乐谷于 9 月中旬启动"惊奇潮玩节"，推出主题区 域、NPC 互动巡游等丰富活动内容，为游客带来了深度沉浸式体验。 2025 年 9 月，公司旗下文旅企业合计接待游客 451 万人次，同 比减少12%，主要是由于华南地区的台风暴雨天气影响游客出游。2025 ...

华侨城A公告，2025年9月实现合同销售面积7.9万平方米，同比减少67%，环比8月增加9%；合同销售 金额10.8亿元，同比减少59%，环比8月增加9%。2025年1-9月累计合同销售面积89.3万平方米，同比减 少19%；合同销售金额132.5亿元，同比减少22%。当月文旅企业接待游客451万人次，同比减少12%； 1-9月累计接待游客5956万人次，同比减少1%。 ...

Investment Rating - The report gives a positive outlook on the central state-owned real estate industry, rating it as "Look Favorably" [3] Core Insights - The report evaluates the ESG performance of 10 central state-owned enterprises in the real estate sector, highlighting that over half of the companies scored above 60 points, with strong performance in social responsibility and governance, but needing improvement in climate and environmental disclosures [4][12] - The scoring results show a significant disparity, with three companies scoring below 60, three between 80-89 (including China Merchants Shekou, Poly Developments, and Dayuecheng), and one company, China Merchants Jinling, scoring above 90 [12] - The report emphasizes the importance of enhancing climate disclosures, as over half of the companies still need to improve in this area [27] Summary by Sections Overall Score Distribution - More than half of the companies scored above 60 points, indicating a relatively good performance in social responsibility and environmental aspects, while climate disclosures require further enhancement [12][27] Environmental Performance - Most central state-owned real estate companies show strong awareness of environmental protection, with five companies scoring between 17-20 points and four companies scoring between 14-16 points [18][22] - Companies have disclosed resource utilization and emission reduction measures, with high scores in "green low-carbon measures," "green buildings," and "green construction" [18][22] Climate Performance - The climate indicators received lower scores, with three companies scoring between 14-19 points and five companies scoring between 0-6 points, indicating a need for improved climate disclosures [27][32] - Only one company, China Merchants Jinling, fully disclosed its climate governance measures, while eight companies disclosed their climate response strategies, but only one did so completely [29][33] Social Responsibility - The social indicators scored relatively high, with five companies scoring between 23-29 points, demonstrating good performance in fulfilling social responsibilities, including rural revitalization and consumer rights protection [35][39] - Nine companies disclosed rural revitalization cases, and five companies reported measures for constructing affordable housing [39] Governance - The governance indicators also scored high, with most companies having well-structured governance frameworks. Six companies scored between 17-22 points, while four scored between 14-16 points [47][52] - All ten companies disclosed their governance structures, indicating a commitment to transparency and compliance [52][56]

证券代码：000069 证券简称：华侨城 A 公告编号：2025-45 深圳华侨城股份有限公司 关于公司控股股东增持公司股份计划 实施期限过半的进展公告 华侨城集团有限公司保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供 的信息一致。 近日，深圳华侨城股份有限公司（以下简称"公司"）收到控股 股东华侨城集团有限公司（以下简称"华侨城集团"）出具的《关于 增持深圳华侨城股份有限公司股份计划实施期限过半的告知函》。截 止本公告披露日，本次增持计划实施期限已过半，华侨城集团通过深 圳证券交易所交易系统以集中竞价交易方式累计增持公司 428,700 股，占公司总股本的 0.00533%。根据《深圳证券交易所上市公司自 律监管指引第 10 号—股份变动管理》等有关规定，现将增持计划进 展情况公告如下： 价值的合理判断，并结合公司股票价格波动情况及资本市场整体趋势， 择机逐步实施增持。增持总金额不低于人民币 1.11 亿元人民币且不 超过 2.20 亿元人民币。 本次增持计划的具体内容详见公司 2025 年 7 月 15 日在《中国 ...

格隆汇10月14日｜华侨城A公告，控股股东华侨城集团增持计划自2025年7月15日起6个月内增持1.11亿 元至2.2亿元；截至本公告披露日，期限过半，已通过集中竞价增持42.87万股，占总股本0.00533%，成 交金额110.68万元，承诺增持期间不减持。 ...

证券日报网讯华侨城A10月13日在互动平台回答投资者提问时表示，截至9月30日，公司股东总户数为 105798户。 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the real estate sector, including New World Development (9.70 HK), China Resources Land (35.30 HK), and Yuexiu Property (10.70 HK) [3][4][12]. Core Insights - The overall real estate market showed signs of recovery in September 2025, with total sales from the top 100 developers increasing by 20.9% month-on-month to 266.1 billion RMB [4][12]. - The report highlights that state-owned enterprises (SOEs) dominate the sales rankings, with nine out of the top ten developers being SOEs, and Poly Developments maintaining the top position [4][12]. - The central government continues to implement policies aimed at stabilizing the real estate market, focusing on urban renewal and improving housing standards [4][14][35]. Summary by Sections Market Performance - The report indicates that the stock performance of Chinese enterprises has generally outperformed that of mainland developers, with the industry net asset value discount slightly narrowing to 83.7% [5][12]. Sales Performance - In September 2025, the sales of 21 tracked listed developers increased by 4.4% month-on-month, driven by significant growth from China Resources Land and Jianfa Properties, which saw increases exceeding 30% [12][13]. - The average selling price rose by 13.7% month-on-month, while the sales area decreased by 9.1% [12][13]. Market Dynamics - The report notes a 14.75% month-on-month increase in new home transaction volumes across ten cities in September, with supply rising by 42.5% [21][22]. - The inventory turnover period has expanded to approximately 19.13 months, indicating a need for further market adjustments [21][22]. Policy Review - Central policies in September 2025 focused on stabilizing the real estate market, enhancing housing support, and promoting urban renewal projects [35][37]. - Local governments have introduced measures to lower purchasing thresholds and optimize credit support to stimulate market demand [37][38]. Company Updates - Kaisa Group's offshore debt restructuring became effective, involving the issuance of new notes totaling 6.686 billion USD [39]. - China Resources Land reported a significant increase in contract sales, reflecting its strong market position [4][12]. - Poly Developments is actively engaging in asset-backed securities projects to optimize its capital structure [45].

9月30日，华侨城A盘中上涨2.33%，截至10:03，报2.64元/股，成交8326.47万元，换手率0.47%，总市值 212.20亿元。 资金流向方面，主力资金净流入691.62万元，特大单买入466.78万元，占比5.61%，卖出573.84万元，占 比6.89%；大单买入2574.41万元，占比30.92%，卖出1775.73万元，占比21.33%。 华侨城A今年以来股价跌1.12%，近5个交易日涨3.53%，近20日涨16.81%，近60日涨14.78%。 华侨城A所属申万行业为：房地产-房地产开发-商业地产。所属概念板块包括：NFT概念、中盘、增持 回购、融资融券、特色小镇等。 责任编辑：小浪快报 截至9月19日，华侨城A股东户数10.64万，较上期增加0.71%；人均流通股64821股，较上期减少 0.71%。2025年1月-6月，华侨城A实现营业收入113.17亿元，同比减少50.82%；归母净利润-28.68亿 元，同比减少171.52%。 分红方面，华侨城AA股上市后累计派现165.03亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，华侨城A十大流通股东中，中 ...

特色小镇概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002596 | 海南瑞 | 5.19 | 8.71 | 4456.63 | 11.65 | | | 泽 | | | | | | 300237 | 美晨科 技 | 6.62 | 12.21 | 4335.82 | 7.71 | | 000069 | 华侨城 A | 1.19 | 2.16 | 3388.17 | 8.84 | | 601098 | 中南传 | 0.16 | 0.58 | 3142.43 | 24.77 | | | 媒 | | | | | | 000402 | 金融街 | 0.67 | 1.36 | 1376.89 | 11.21 | | 600708 | 光明地 产 | 1.10 | 2.68 | 1313.28 | 5.94 | | 002285 | 世联行 | -0.84 | 2.46 | 1240.16 | 10.65 | 截至 ...

| 债券简称：21 | 侨城 | 02 | 债券代码：149343 | | --- | --- | --- | --- | | 债券简称：21 | 侨城 | 04 | 债券代码：149354 | | 债券简称：21 | 侨城 | 06 | 债券代码：149439 | 兴业证券股份有限公司 关于 深圳华侨城股份有限公司会计师事务所发生变动的 受托管理事务临时报告 债券受托管理人：兴业证券股份有限公司 二 〇 二 五 年 九 月 一、公司债券核准及发行情况 经中国证监会于 2019 年 1 月 14 日签发的"证监许可[2019]63 号"文核准，深 圳华侨城股份有限公司（以下简称"发行人"）获准面向合格投资者公开发行面值 总额不超过人民币 88 亿元（含 88 亿元）的公司债券（以下简称"本次债券"）。 截至本报告出具之日，本次债券存续债券分别为发行人于 2021 年 1 月发行的深 圳华侨城股份有限公司 2021 年面向合格投资者公开发行公司债券（第一期）（以 下简称"21 侨城 01"、"21 侨城 02"），发行规模为 25 亿元；于 2021 年 1 月发行 的深圳华侨城股份有限公司 2021 年面向合 ...