关于竞得土地使用权的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 证券代码：002244 证券简称：滨江集团 公告编号：2025-062 杭州滨江房产集团股份有限公司 公司在上述项目中所占权益比例可能发生变化，上述比例仅供投 资者作阶段性参考。 特此公告。 杭州滨江房产集团股份有限公司 董事会 二○二五年十二月二十六日 没有虚假记载、误导性陈述或重大遗漏。 2025 年 12 月 25 日，公司竞得浙江省湖州市下述地块的国有建 设用地使用权： | 序号 | | 地块编号 | | 规划用途 | 建设用地面 | 容积率 | 土地总价 | 土地权益 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 积(㎡) | | (万元) | | | 1 | 湖新区 | 2025-29 | 号 | 住宅、商业 | 44426 | 1.8 | 53400 | 100% | ...

证券代码：002244 证券简称：滨江集团 公告编号：2025—061 杭州滨江房产集团股份有限公司 关联交易公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、关联交易概述 因个人需求，俞理立女士以总价 2600.6168 万元购买公司控股子 公司杭州滨澳房地产开发有限公司（以下简称"滨澳公司"）开发的 揽奥望座商业大平层一套。根据《深圳证券交易所股票上市规则》的 相关规定，俞理立女士为公司的关联自然人，本次交易构成关联交易。 公司独立董事已就本次关联交易事项召开了专门会议并发表了 同意的独立意见。2025 年 12 月 24 日，公司召开第七届董事会第六 次会议，会议以 4 票同意、0 票反对，0 票弃权审议通过了《关于关 联交易的议案》，关联董事戚金兴先生回避表决。 根据《深圳证券交易所股票上市规则》等有关规定，本次关联交 易在董事会审批权限内，无需提交公司股东会审批。 本次关联交易不构成《上市公司重大资产重组管理办法》规定的 重大资产重组或重组上市，无需经过有关部门批准。 二、关联方基本情况 俞理立女士系公司董事长戚金兴先生之配偶。根据《深圳证券 ...

第七届董事会第六次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 杭州滨江房产集团股份有限公司(以下简称"公司")第七届董事 会第六次会议通知于 2025 年 12 月 19 日以专人送达、邮件形式发出， 会议于 2025 年 12 月 24 日以通讯方式召开，应出席董事 5 人，实际 出席董事 5 人。本次会议召开程序符合《公司法》和《公司章程》的 规定。 证券代码：002244 证券简称：滨江集团 公告编号：2025—060 杭州滨江房产集团股份有限公司 关联董事戚金兴先生回避表决。 表决结果：同意 4 票，反对 0 票，弃权 0 票。 详情请见公司 2025-061 号公告《关联交易公告》。 特此公告。 杭州滨江房产集团股份有限公司 董事会 二○二五年十二月二十六日 会议以通讯表决的方式，审议并表决了以下议案： 一、审议通过《关于关联交易的议案》 因个人需求，俞理立女士以总价 2600.6168 万元购买公司控股子 公司杭州滨澳房地产开发有限公司开发的揽奥望座商业大平层一套。 根据《深圳证券交易所股票上市规则》的相关规定，俞理立女士为公 司 ...

滨江集团公告称，因个人需求，公司董事长戚金兴配偶俞理立女士以2600.6168万元购买公司控股子公 司滨澳公司开发的揽奥望座商业大平层一套，构成关联交易。2025年12月24日，公司董事会审议通过该 议案，关联董事戚金兴回避表决。该交易在董事会审批权限内，不构成重大资产重组，无需有关部门批 准，对公司财务无重大影响。年初至披露日，公司与俞理立累计关联交易金额为0元。 ...

每经AI快讯，滨江集团（SZ 002244，收盘价：9.81元）12月25日晚间发布公告称，公司第七届第六次 董事会会议于2025年12月24日以通讯方式召开。会议审议了《关于关联交易的议案》等文件。 每经头条（nbdtoutiao）——微信聊天遭老板监视，杀毒软件"失明"，员工隐私被系统性采集！软件商 公开售卖"监控神器"，称已服务多家企业 （记者 贾运可） 2025年1至6月份，滨江集团的营业收入构成为：房地产占比99.71%，酒店业占比0.27%，其他业务占比 0.02%。 截至发稿，滨江集团市值为305亿元。 ...

Core Insights - The land market in Hangzhou has seen a significant increase in land transfer revenue, totaling 142 billion yuan in 2025, a 21% increase from 116.9 billion yuan in 2024, positioning Hangzhou as the second-highest in the country after Shanghai [2] - The market experienced a "hot to stable" trend throughout the year, with 74% of the total 92 residential land parcels sold before July, achieving an average premium rate of 31.12% [3] - The highest land price recorded was for the Jiangcun low-density residential land, sold at 88,029 yuan per square meter, marking a historic high for Hangzhou [6] Land Market Performance - In 2025, a total of 92 residential land parcels were successfully sold in Hangzhou, generating 142 billion yuan in land transfer revenue, with a notable increase in the number of parcels sold compared to the previous year [2] - The first half of the year saw a surge in land sales, while the second half experienced a cooling trend, with only 24 parcels sold and an average premium rate of 7.66% [3] - The average premium rates varied significantly across districts, with Xiaoshan District leading with a 36.21% average premium rate [4] District-Specific Insights - Xiaoshan District sold 17 parcels, with several areas exceeding a 50% premium rate, while the average premium rate for Gongshu District was 29.76% [4] - West Lake and Shangcheng Districts had average premium rates of 31.31% and 45.99%, respectively, indicating strong competition in these areas [5] - Yuhang District had a lower average premium rate of 16.73%, with some parcels sold at base price [5] Record-Breaking Land Prices - Nearly 20 districts in Hangzhou set new land price records this year, with multiple parcels achieving the highest prices in a short time [6] - The Jiangcun low-density residential land sale at 88,029 yuan per square meter was the highest, placing Hangzhou among the top three cities in China for land prices [6] - Other notable high prices included 77,409 yuan per square meter for a parcel in the Xixing unit and 64,834 yuan per square meter for a parcel in the Hushu unit [7] Developer Activity - The leading developer in terms of land acquisition was Binjiang Group, which secured 18 parcels for a total of 37.949 billion yuan [8] - Greentown also performed well, acquiring 12 parcels for 21.994 billion yuan, with many of these properties already launched and performing well in the market [8] - Other developers like Jianfa and Poly Development also made significant acquisitions, contributing to the competitive landscape [9]

Group 1 - The number of private real estate companies is gradually decreasing, with only 45 remaining as of January-November 2025, down from around 70 before 2021 [3][5] - Among the top ten real estate companies, only one is a private firm, indicating a shift towards state-owned enterprises and larger firms due to ongoing liquidity crises in the industry [5][6] - Despite the overall decline, 28 private firms have maintained stable operations, with six companies experiencing significant sales growth of over 50% in 2025 [6][7] Group 2 - Established private firms like Binjiang Group and Longfor Group have solid land reserves, focusing on core cities to support sustainable growth [10][11] - Binjiang Group, based in Hangzhou, has been actively acquiring land, with a total land value of 377.2 billion yuan and a sales amount of 945.3 billion yuan in 2025, making it a standout among private firms [14][16] - The strategy of focusing on first and second-tier cities is common among large firms, as it helps mitigate inventory issues and enhances market sensitivity [17][20] Group 3 - Emerging private firms such as Bangtai Group and Jiari Construction have adopted unique investment and product strategies to achieve growth despite market challenges [21][24] - The number of private firms with high land acquisition values has doubled in 2025 compared to 2024, indicating a potential for new players to emerge in the market [21][22] - Local small and medium-sized enterprises are leveraging regional advantages to focus on niche markets, contributing to their success [24][25] Group 4 - The private real estate sector is facing multiple challenges, including liquidity risks and declining profit margins, necessitating a shift towards long-term strategies [25][26] - Companies are encouraged to focus on strategic city development and product innovation to navigate the current market landscape effectively [26][34] - The trend towards government-supported construction of sustainable and smart housing is expected to enhance product quality and operational strategies in the future [26][34]

中国经济网北京12月24日讯 滨江集团(002244.SZ)昨日晚间发布关于股东减持公司股份触及1%整数倍的 公告。 滨江集团于2025年11月15日披露了《关于股东减持公司股份的预披露公告》。合计持有滨江集团股份 89,522,500股的滨江集团控股股东杭州滨江投资控股有限公司（以下简称"滨江控股"）之一致行动人珠 海阿巴马私募基金投资管理有限公司-阿巴马元享红利72号私募证券投资基金（以下简称"元享红利72 号"）、珠海阿巴马私募基金投资管理有限公司-阿巴马元享红利73号私募证券投资基金（以下简称"元 享红利73号"）、珠海阿巴马私募基金投资管理有限公司-阿巴马元享红利74号私募证券投资基金（以下 简称"元享红利74号"）计划自减持预披露公告之日起十五个交易日后的三个月内，以集中竞价和大宗交 易方式，合计减持滨江集团股份不超过89,522,500股（占滨江集团总股本的2.88%）。 滨江集团于2025年12月17日披露了《关于股东减持公司股份比例触及1%整数倍的公告》，2025年12月 15日，元享红利72号通过大宗交易减持滨江集团股票17,275,000股，占滨江集团总股本的0.555%；元享 红利73 ...

格隆汇12月23日丨滨江集团(002244.SZ)公布，2025 年 12 月23日，公司收到控股股东出具的《关于减持 股份比例触及1%整数倍的告知函》，2025年12月17日至2025年12月23日期间，元享红利72号、元享红 利73号和元享红利74号通过集中竞价交易和大宗交易方式合计减持公司股份1444.7万股，占公司总股本 的0.464%。 （原标题：滨江集团(002244.SZ)：元享红利72号、元享红利73号和元享红利74号合计减持1444.7万股公 司股份） ...

Core Insights - The land market in major cities like Hangzhou, Beijing, and Shanghai has shown resilience, with significant land sales and high premium rates despite a general market adjustment [1][2][3] - The overall land supply and transaction volume have decreased due to policies aimed at controlling growth and cautious investment strategies from real estate companies [1][4] - There is a clear differentiation in land transaction dynamics between first-tier cities and lower-tier cities, with the former experiencing higher competition and premium rates [1][4][5] Group 1: Land Sales and Premium Rates - In 2025, Hangzhou's land auction concluded with a total of 92 residential land parcels sold for 142.3 billion yuan, outperforming last year [1] - Beijing's Haidian District sold a land parcel for 8.456 billion yuan, marking it as one of the cities exceeding 140 billion yuan in land sales this year [1] - The average land premium rates for first-tier, second-tier, and third-fourth tier cities were 12.1%, 8.9%, and 3.1% respectively [5] Group 2: Market Dynamics and Developer Behavior - Developers are adjusting their expectations and methodologies for land acquisition during the market adjustment period, with stricter internal accountability [2][6] - High-priced land transactions have been frequent, with notable examples in cities like Nanjing and Beijing, where prices have reached record highs [2][3] - The overall land supply has decreased, particularly in non-core areas, while the quality of available land has improved, leading to a decline in the overall auction failure rate [6][7] Group 3: Investment Strategies and Market Trends - Real estate companies are becoming more rational in their land acquisition strategies, considering factors like surrounding property prices and market competition [9][10] - The introduction of a sales system for existing homes is increasing financial pressure on developers, making land costs a critical factor in project profitability [11][12] - The trend of high premium land sales is expected to compress profit margins for developers, particularly in competitive core city areas [12][13]