证券代码：002244 证券简称：滨江集团 公告编号：2025－033 杭州滨江房产集团股份有限公司 第七届董事会第一次会议决议公告 表决结果：同意 5 票，反对 0 票，弃权 0 票。 二、审议通过《关于选举第七届董事会各专门委员会委员和主任 委员的议案》 董事会成员一致同意公司董事会下设的四个专门委员会由下列 董事组成： 1、战略与投资委员会： 主任委员：戚金兴 委 员：戚金兴、莫建华、贾生华 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 会第一次会议通知于 2025 年 6 月 4 日以专人送达、电子邮件方式发 出，会议于 2025 年 6 月 9 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。 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《关于选举公司第七届董事会董事长的议案》 选举戚金兴先生为公司第七届董事会董事长，任期自本次董事会 通过之日起至本届董事会届满之日止。 委 员：于永生、贾生华、莫建华 2、提 ...

金十数据6月9日讯，滨江集团公告称，公司第七届董事会第一次会议于6月9日召开，选举戚金兴为公司 第七届董事会董事长，任期至本届董事会届满之日止。 滨江集团：选举戚金兴为董事长 ...

Core Viewpoint - The current macro policy has increased support for the real estate market, leading to a recovery in core city markets, with a rise in the number and amount of land acquired by private enterprises, although state-owned enterprises remain dominant in land acquisition [1][2][13]. Group 1: Land Acquisition Trends - In the first five months of 2025, the number of private enterprises acquiring land increased, with 24 private companies in the top 100 land acquirers, accounting for approximately 16.8% of the total land acquisition amount, an increase of 13 companies and 8.3 percentage points from the previous year [2]. - The land acquisition by private enterprises had sharply decreased from 2022 to 2024, with only about ten private companies in the top 100, and their share of land acquisition amount dropping to around 10% [2]. - The introduction of a package of financial policies in early May 2025, including reductions in housing provident fund loan rates and LPR, has effectively lowered the cost of home ownership, supporting housing demand [2]. Group 2: Market Dynamics - The supply of quality land has increased, with local governments launching numerous plots in core urban areas, which has led to a competitive environment for private enterprises that previously had limited land acquisition [2][5]. - The current land acquisition activity is primarily driven by two types of private enterprises: stable large and medium-sized brands with a need for inventory replenishment, and regional small and medium-sized enterprises seizing market opportunities [5][6]. - The majority of active private enterprises are based in regions like Zhejiang and Sichuan, with a notable concentration in Zhejiang, where the local economy is robust and the real estate market shows resilience [5][6]. Group 3: Sales Performance - Despite the increase in land acquisition, the sales performance of real estate companies remains under pressure, with total sales for the top 100 real estate companies in May 2025 down 10.8% year-on-year, and a 17.3% decline in sales for May alone compared to the previous year [13]. - The sales pressure is expected to continue affecting investment decisions, indicating that a substantial recovery in private enterprises' confidence will depend on an improvement in sales [13].

每经记者｜陈利 每经编辑｜魏文艺 在5月末举行的几场土拍中，多家民营房企强势拿地，引起业界广泛关注。 视觉中国图 实际上，今年以来，在公开土拍市场拿地的民营房企较前几年明显增多。中指研究院最新统计数据显示，今年前5个月，在拿地金额百 强房企中，有接近三成为民营房企。除滨江集团进入拿地金额百强房企前十外，四川邦泰集团、浙江得力房产、重庆海成集团等多家 民营房企进入拿地金额百强房企前四十。 近几年，房地产行业处于调整期，土拍市场主角一直是央国企和地方城投企业，此番民营房企强势拿地，释放出哪些积极信号？ 6月4日，中指研究院企业研究总监刘水向《每日经济新闻》记者分析指出，民营房企重返土拍市场，表明他们对房地产市场的信心正 逐步恢复。 民企积极拿地引关注 例如，在5月30日广州土拍中，敏捷集团以总价约33.2亿元拿下番禺区4宗宅地；在同日重庆举行的土拍中，海成集团以14.3亿元斩获重 庆汽博地块。此外，在5月27日长沙土拍中，嘉信地产以总价8.68亿元、溢价率22.98%竞得洋湖片区一宗地块。 近期，几家民营房企积极拿地，在土拍市场引发广泛关注。 5月27日，嘉信地产旗下公司经过24轮激烈竞价，击败中海地产、中国金茂 ...

Core Viewpoint - The real estate market is showing positive signals as private real estate companies are actively returning to land acquisition after a period of inactivity [1][4]. Group 1: Market Activity - In May, several cities including Guangzhou, Foshan, Chengdu, Changsha, Fuzhou, and Hangzhou saw private real estate companies successfully acquire multiple land parcels, with some companies restarting land purchases after years [2][4]. - Notably, Agile Group made its first land acquisition in the public market since 2021, marking a significant move for private companies in Guangzhou [6][11]. Group 2: Company Strategies - Many of the active private real estate companies are small to medium-sized firms with strong regional expertise, focusing on second and third-tier cities, and even venturing into fourth-tier cities [9][15]. - Agile Group's recent acquisitions in Guangzhou are based on the area's mature residential atmosphere and optimistic sales prospects, supported by favorable policies [13][14]. Group 3: Financial Context - The financial structure of surviving private companies has improved, allowing them to accumulate cash reserves and participate in the land market as conditions become favorable [13][14]. - In the first five months of 2023, the land acquisition amounts for several private companies were notable, with Binhai Group leading at 270 billion, followed by other firms like Bangtai and Haicheng Group [11][12]. Group 4: Market Trends - The land market is experiencing increased participation from private companies, with their acquisition amounts and area shares significantly rising compared to the past two years [10][11]. - The current land acquisition strategies of private firms are more cautious and focused on "stock replenishment" rather than aggressive expansion, reflecting a shift towards more prudent investment practices [15][16].

Core Insights - The recent land auctions in May have seen a significant increase in participation from private real estate companies, indicating a recovery in market confidence [2][11][17] - Notable acquisitions include Agile Group's purchase of four residential plots in Guangzhou for a total of 3.32 billion yuan and Haicheng Group's acquisition of key plots in Chongqing for 1.43 billion yuan [1][4][10] - The trend of private companies returning to the land market suggests improved expectations for future market conditions, which may enhance local governments' land finance outlook [2][12][17] Group 1: Private Companies' Land Acquisitions - Agile Group's recent land acquisition marks its first public market purchase since 2021, reflecting a rare large-scale land acquisition by private firms in Guangzhou [7][10] - Haicheng Group has successfully secured six plots in the Chongqing Auto Expo Center, furthering its strategic development in the region [4][10] - In the first five months of this year, nearly 30% of the land acquisition amount by the top 100 real estate companies came from private firms, with several entering the top 40 in terms of land acquisition value [1][10] Group 2: Market Dynamics and Future Outlook - The return of private firms to the land auction market is influenced by the sustained activity in core city real estate markets, with new home prices in first and second-tier cities showing month-on-month increases [10][11] - The trend indicates a shift in market dynamics, with private firms actively seeking quality assets in core urban areas, contrasting with the strategies of state-owned enterprises [11][17] - Analysts suggest that the recovery in market confidence and improved expectations for future sales will support the restoration of land market expectations and local government finances [2][12][17]

Core Insights - The domestic land market in China is experiencing a resurgence, with the top 100 real estate companies acquiring land totaling 405.19 billion yuan in the first five months of the year, marking a year-on-year increase of 28.8% [1] - The increase in land market activity is primarily driven by core cities, where the average premium rate for land transactions in 22 key cities has remained around 20% [1][8] - Several previously inactive private real estate companies are becoming active in land auctions, indicating a revitalization in the industry [3][8] Land Acquisition Trends - In Chengdu, three residential land parcels sold for a total of 1.011 billion yuan, with multiple private companies participating in the bidding, showcasing the strategic focus of firms like Sichuan Bangtai Group [5] - In Changsha, private companies such as Weixing Real Estate are actively acquiring residential land, reflecting a trend of lower debt and ample liquidity among smaller firms [6] - Guangzhou's land market illustrates the return of private enterprises, with significant acquisitions by companies like Guangzhou Panyu Real Estate and Agile Group [7] Policy and Market Conditions - The return of private real estate companies to the land auction market is supported by favorable policies introduced since September 2022, aimed at stabilizing the real estate sector [8][10] - The financial restructuring of private companies has improved their cash reserves, enabling them to participate more actively in land acquisitions [10][11] - The strategy of focusing on familiar areas rather than aggressive land accumulation has characterized the current approach of many private firms [12] Market Dynamics and Competition - Despite the resurgence of private companies, state-owned enterprises continue to dominate land acquisitions, holding eight out of the top ten positions in land acquisition amounts from January to May [13][14] - The competition for quality land in core cities remains intense, with premium rates reaching as high as 59.34% in Chengdu and 40.33% in Hangzhou [16] - The land market in non-core cities remains sluggish, with some parcels failing to sell due to slow absorption rates [17]

Group 1 - The Anqier block in Hangzhou has emerged as a new residential area following the closure of specialized markets, with significant land supply initiated in 2024, leading to competitive bidding among major developers like Binjiang Group, Dajia, and China Resources [1][6] - The first two plots had a capped price of 46,500 yuan per square meter, while subsequent plots saw a significant price increase, with the final China Resources plot reaching a floor price of 50,683 yuan per square meter, indicating a potential opening price exceeding 70,000 yuan [1][6] - The increase in property prices is attributed to the scarcity of luxury housing supply in the city center and the enhanced product offerings in the Anqier block, marking a shift to a competitive landscape for high-end real estate [1][6] Group 2 - The Jinshang Wanxiangfu project, developed by Binjiang in the Anqier block, features a prime location near the Grand Canal and offers a mix of high-rise and stacked villa products, targeting a more affluent clientele [2][4] - The project covers an area of 15,000 square meters with a total construction area of approximately 49,000 square meters, consisting of 150 units, and has attracted over 1,000 potential buyers during its showcase [2][3] - The design emphasizes luxury with high ceilings, extensive use of premium materials, and a variety of themed spaces, including a large outdoor water feature and a comprehensive underground clubhouse [3][5] Group 3 - The Jinshang Wanxiangfu project is positioned as an upgraded offering with no price cap, featuring larger unit sizes to meet high-end market demands, with main unit areas ranging from 183 to 355 square meters [5][6] - The project is set to launch soon, with expectations of average prices reaching the "70,000" range, reflecting the high-end positioning and significant investment in luxury finishes [6][7] - Other projects in the Anqier block, such as those by Dajia and China Resources, are also preparing for market entry, indicating a competitive environment among top-tier developers [7][8]

Group 1: Market Activity - On May 30, Guangzhou saw the sale of five residential land parcels, with four in Panyu District acquired by Minjie Group at a total price of 3.32 billion yuan [1] - In Chongqing, local private enterprise Haicheng Group won a land parcel in Yubei District at the base price on the same day [1] - In Changsha, Yongzhou Jiaxin Real Estate secured a residential land parcel for 868 million yuan with a 23% premium after 24 bidding rounds, defeating major state-owned enterprises [1][2] Group 2: Emerging Private Enterprises - The recent land market activity has been characterized by the rise of smaller private enterprises, which are primarily focused on regional markets and have different land acquisition strategies compared to state-owned enterprises [1][5] - Minjie Group, with total assets exceeding 100 billion yuan and a focus on second and third-tier cities, has recently re-entered the land market after a period of inactivity [2][6] - Other active private enterprises include Haicheng Group and Sichuan-based companies like Jiahe Xing and Bangtai, which have also focused on regional development rather than first-tier cities [2][3] Group 3: Market Trends and Dynamics - The participation of private enterprises in the land market has significantly increased, with their land acquisition amounts and area shares rising compared to the past two years [4][5] - The current trend shows that private enterprises prefer "weak location, small volume, and low total price" land parcels, primarily in third and fourth-tier cities, as larger state-owned enterprises withdraw from these markets [8] - The competitive landscape indicates a potential future where private enterprises and state-owned enterprises coexist, with the former focusing on non-core areas of second-tier cities and smaller cities [8]

Core Viewpoint - The rental and sales rights concept has seen a rise of 2.35%, ranking 9th among concept sectors, with 18 stocks increasing in value, including notable performers like Caixin Development and *ST Nanzhi reaching their daily limit up [1][2] Market Performance - The rental and sales rights concept sector experienced a net inflow of 203 million yuan, with 14 stocks receiving net inflows, and 7 stocks exceeding 10 million yuan in net inflow [2] - The top net inflow stocks include Wo Ai Wo Jia with 52.91 million yuan, followed by Xin Huangpu, Caixin Development, and Mingpai Jewelry with net inflows of 42.41 million yuan, 38.75 million yuan, and 33.30 million yuan respectively [2][3] Stock Performance - The leading stocks in the rental and sales rights concept based on net inflow ratio are Caixin Development at 43.93%, *ST Nanzhi at 14.94%, and Wo Ai Wo Jia at 14.41% [3] - Notable stock performances include: - Caixin Development: +9.84% with a turnover rate of 3.04% - Mingpai Jewelry: +7.56% with a turnover rate of 19.85% - Wo Ai Wo Jia: +2.61% with a turnover rate of 5.23% [3][4]