公司摊薄每股收益为0.60元，较去年同报告期摊薄每股收益增加0.23元，同比较去年同期上涨62.16%。 公司最新总资产周转率为0.18次，较去年同期总资产周转率增加0.10次，同比较去年同期上涨115.27%。最新存货周转率为0.28次，较去年同期存货周转率增 加0.15次，实现3年连续上涨，同比较去年同期上涨121.59%。 公司股东户数为3.27万户，前十大股东持股数量为22.13亿股，占总股本比例为71.12%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 杭州滨江投资控股有限公司 | 45.4 | | 2 | 戚金兴 | 11.9 | | 3 | 夏建で | 3.22 | | ব | 朱慧明 | 3.07 | | 5 | 中国工商银行股份有限公司-富国天惠精选成长混合型证券投资基金(LOF) | 1.70 | | 6 | 香港中央结算有限公司 | 1.65 | | 7 | 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 | 1.21 | | 8 | 戚加奇 | 1.00 | | d | 交通银行股份有限公 ...

【1】苏州取消市区范围内新建商品住房2年限售 8月26日，苏州市住房和城乡建设局宣布，为进一步满足居民改善性住房需求，即日起，取消苏州市区 范围内新建商品住房取得不动产权登记证书满2年方可转让的限制措施(有特殊限制转让要求的住房除 外)。 【4】路劲上半年股东应占亏损20.34亿港元 8月26日，路劲发布2025年半年度业绩报告。报告显示，1—6月路劲实现营业收入约17.85亿港元，同比 下降48.53%；股东应占亏损20.34亿港元。 【5】越秀地产上半年权益持有人应占盈利13.7亿元 8月26日，越秀地产发布2025年半年度业绩报告。报告显示，1—6月越秀地产实现营业收入约475.7亿 元，同比上升34.6%；权益持有人应占盈利13.7亿元；核心净利润15.2亿元；经营业务所得的现金净额 41.02亿元。 出让信息显示，该宗地块土地面积约2.3万平方米，总建筑规模约3.68万平方米，容积率1.6，建筑限高 40米，成交楼面价约2.8万元/平方米。 【3】滨江集团上半年归母净利润18.53亿元 8月26日，滨江集团（002244）发布2025年半年度业绩报告。报告显示，1—6月滨江集团实现营业收入 约454 ...

【1】苏州取消市区范围内新建商品住房2年限售 【3】滨江集团上半年归母净利润18.53亿元 8月26日，滨江集团发布2025年半年度业绩报告。报告显示，1—6月滨江集团实现营业收入约454.49亿 元，同比增长87.8%；归母净利润18.53亿元，同比增长58.87%；经营活动产生的现金流量净额亏损 89.65亿元，同比下降95.52%。 【4】路劲上半年股东应占亏损20.34亿港元 8月26日，懋源地产以底价10.3亿元摘得顺义区薛大人庄村剩余1、2号地块土地一级开发项目SY00— 0025—6017地块。 8月26日，越秀地产发布2025年半年度业绩报告。报告显示，1—6月越秀地产实现营业收入约475.7亿 元，同比上升34.6%；权益持有人应占盈利13.7亿元；核心净利润15.2亿元；经营业务所得的现金净额 41.02亿元。 出让信息显示，该宗地块土地面积约2.3万平方米，总建筑规模约3.68万平方米，容积率1.6，建筑限高 40米，成交楼面价约2.8万元/平方米。 北京商报记者 王寅浩 李晗 8月26日，路劲发布2025年半年度业绩报告。报告显示，1—6月路劲实现营业收入约17.85亿港元，同比 下降 ...

Core Viewpoint - The company has reported a significant asset impairment provision for the first half of 2025, reflecting cautious management in response to market conditions and project performance [9][11]. Company Overview - The company, Hangzhou Binjiang Real Estate Group Co., Ltd., has not experienced any changes in its controlling shareholder or actual controller during the reporting period [5][6]. - The company plans not to distribute cash dividends or issue bonus shares during this period [3]. Financial Data and Key Indicators - The company has recognized a total asset impairment provision of 605,844,374.72 yuan, which has reduced the net profit attributable to shareholders by 449,024,632.96 yuan [11]. - The credit loss provision for the first half of 2025 amounted to 624,627.81 yuan, with a reversal of 32,341,631.50 yuan due to the recovery of receivables and an additional provision of 31,717,003.69 yuan for other receivables [10]. Important Matters - The company has conducted impairment testing on assets showing signs of impairment as of June 30, 2025, in accordance with accounting standards [9]. - The board of directors has approved the half-year report, confirming that it accurately reflects the company's actual situation without any false statements or omissions [12]. Board Resolutions - The board has passed multiple resolutions to revise various internal management systems, including the information disclosure management system and the investment decision management system, to enhance governance and compliance [15][36]. - All resolutions were unanimously approved by the board members present [14][20].

（文章来源：证券日报） 证券日报网讯 8月26日晚间，滨江集团发布公告称，公司第七届董事会第二次会议审议通过了《2025年 半年度报告及其摘要》等多项议案。 ...

8月26日晚，滨江集团（002244）披露2025年半年报。公司上半年实现营业收入454.49亿元，同比增长 87.8%；实现归母净利润18.53亿元，同比增长58.87%；扣非净利润18.36亿元，同比增长62.35%；基本 每股收益0.6元。 报告期内，滨江集团业绩的大幅增长，主要系公司2025年上半年交付楼盘体量较上年同期增加所致。同 时，上半年公司毛利率12.24%，较上年同期上升2.67个百分点。 总部围着浙江杭州的滨江集团，自1996年公司成立以来，一直从事房地产开发及其延伸业务的经营，致 力于成为一家具有自身独特优势的专业房地产开发企业，商品住宅的开发和建设是目前最主要的经营业 务。 2025年1-6月，滨江集团实现销售额527.5亿元，位列克而瑞全国房企排行榜第10位，民营企业第1位。 目前，滨江集团授信储备充裕，流动性良好。截至2025年6月末，公司共获银行授信总额度1290.2亿元, 较上年末增加6.14%，授信额度已使用311.2亿元，剩余可用979亿元，占总额度的76%。直接融资可用 额度上，截至报告期末已注册完成尚未发行的短期融资券额度33亿元，可根据资金需求和市场情况择机 发行。 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [2][7] Core Views - The company has shown significant performance growth, with a 2025 H1 revenue of 45.4 billion yuan, representing an 87.8% year-on-year increase, and a net profit of 1.85 billion yuan, up 58.9% year-on-year [7][8] - The company is actively acquiring land, with a total land acquisition amount of 33.3 billion yuan in 2025 H1, a 49.4% increase year-on-year, focusing primarily on the Hangzhou area [7][8] - The company maintains a strong market position, ranking 10th in sales and 1st among private enterprises in the region, with a sales target of approximately 100 billion yuan for 2025 [7][8] Financial Data and Profit Forecast - Total revenue forecast for 2025 is 67.1 billion yuan, with a year-on-year decrease of 3.0% [3] - Net profit for 2025 is projected at 2.86 billion yuan, reflecting a 12.4% year-on-year increase [3] - Earnings per share for 2025 is estimated at 0.92 yuan, with a projected PE ratio of 12 [3][9] Market Position and Strategy - The company has a high sales price per square meter of 40,000 yuan, significantly above the industry average of 22,000 yuan, indicating strong product capability [7] - The company plans to maintain a land acquisition to sales ratio of 50% and continue focusing on the Hangzhou market while selectively reducing investments in other provinces [7][8] - The company has reduced its interest-bearing debt by 12.7% year-on-year, with a financing cost of 3.1%, demonstrating a commitment to high-quality growth [7][8]

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, driven by a higher volume of delivered properties compared to the previous year [1] Financial Performance - The company's operating revenue for the first half of 2025 was 45.449 billion, representing a year-on-year growth of 87.80% [1] - Net profit reached 2.692 billion, up 120% year-on-year, with attributable net profit to shareholders at 1.853 billion, an increase of 58.87% [1] - The total sales amount during the reporting period was 52.75 billion, ranking the company 10th among national real estate firms and 1st among private enterprises [1] Asset and Liability Management - Total assets stood at 240.644 billion, a decrease of 7.12% from the end of the previous year [1] - Net assets attributable to shareholders increased by 6.90% to 29.426 billion [1] - The asset-liability ratio, excluding advance receipts, was 57.8%, indicating an optimized asset-liability structure [1] Land Acquisition and Market Strategy - The company added 16 new land reserve projects, with 2 in Jinhua and 14 in Hangzhou, reinforcing its market share in Hangzhou [1] - The total planned construction area for new projects was 1.0067 million square meters, with total land costs amounting to 33.272 billion [1] - As of the end of the reporting period, 73% of the company's land reserves were located in Hangzhou, with 17% in other solid economic second and third-tier cities in Zhejiang, and 10% outside the province [1] Regional Strategy - The company adheres to a principle of quality in its regional layout, focusing on premium cities, locations, projects, products, and partners to ensure high-quality and high-return investments [2] - Investment amounts are controlled to around 50% of equity sales receipts [2] - The company plans to maintain and increase its presence in Hangzhou while moderately reducing its footprint within the province and focusing on opportunities in Shanghai and Jiangsu [2]

北京商报讯（记者 王寅浩 李晗）8月26日，滨江集团发布2025年半年度业绩报告。报告显示，1—6月滨 江集团实现营业收入约454.49亿元，同比增长87.8%；归母净利润18.53亿元，同比增长58.87%；经营活 动产生的现金流量净额亏损89.65亿元，同比下降95.52%。 ...

智通财经APP讯，滨江集团(002244.SZ)发布2025年半年度报告，报告期内，公司实现营业收入454.49亿 元，同比增长87.80%。实现归属于上市公司股东的净利润18.53亿元，同比增长58.87%。实现归属于上 市公司股东的扣除非经常性损益的净利润18.36亿元，同比增长62.35%。基本每股收益0.6元。 ...