智通财经APP讯，滨江集团(002244.SZ)公告，公司于2025年11月27日竞得两处地块国有建设用地使用 权，编号为：杭政储出[2025]127号、杭政储出[2025]128号，均为住宅用地，土地总价分别为8.49亿 元、16.13亿元。 ...

杭州滨江房产集团股份有限公司 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， 没有虚假记载、误导性陈述或重大遗漏。 2025 年 11 月 27 日，公司竞得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 | 杭政储出[2025]127 | 号 | 住宅 | 33978 | 1.2 | 84854 | 100% | | 2 | 杭政储出[2025]128 | 号 | 住宅 | 28869 | 2.5 | 161345 | 100% | 证券代码：002244 证券简称：滨江集团 公告编号：2025-054 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○二五年十一月二十八日 ...

该地块容积率仅1.2，建筑面积4.08万㎡，紧邻湘湖风景区，定山广场等生态配套环伺，湘湖金融小镇、 贺知章学校等成熟资源加持，更坐享湘湖新城"中国视谷"产业红利。 公开资料显示，湘湖南今年无新宅地成交。目前湘湖旁在售新房仅滨江鸣湖里，叠排价格约5万元/㎡， 联排均价则达7.2万元/㎡，利润可观。 11月27日，杭州于一周内再次成功出让两宗地块，分别位于萧山市北和湘湖板块，总出让面积94亩，总 建筑面积11.3万方，总起价21.6亿元。最终，两宗地块均由滨江集团收入囊中，溢价超过10%，收金 24.62亿元， 其中，萧山区开发区市北单元XS070104-07地块共吸引10家房企争夺，经过18轮竞价，由滨江集团以 16.13亿元竞得，成交楼面价22355元/㎡，溢价率11.78%。可以看出，相较2025年上半年同板块内的几 宗地块，地价降幅明显，最低降幅在2000元/㎡，与临近相同容积率的潮语臻境府比，降幅约15%。 萧山市北地块是住宅品质提升试点项目，容积率2.5，可建面积72172.5㎡。周边配套齐全，交通便利， 邻近地铁2号线和7号线。 据统计，放开限价以来，市北板块已陆续推出了5宗不限价项目。去年底首个不 ...

26 November 2025 | 11:01AM CST Equity Research China Property: Hangzhou trip takeaway: reinforced polarization On Nov 25th, we toured Hangzhou to pulse-check on the local property market, visiting a local leading developer (Binjiang Group, 002244.SZ, Not Covered, with c.30% Hangzhou market share per management) and one of the company's high-profile residential projects (Jin Shang Wan Xiang Fu). In general, we note a reinforced polarization between the uninspiring broader market and the standalone out-perfor ...

Market Overview - The real estate development sector experienced a decline of 0.44% on November 26, with China Wuyi leading the drop [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Stock Performance - Notable gainers in the real estate sector included: - Wantong Development (600246) with a closing price of 12.68, up 9.97% [1] - Zhangjiang Hi-Tech (600895) at 42.37, up 5.24% [1] - ST Zhongdi (000609) at 13.31, up 4.97% [1] - Major decliners included: - China Wuyi (000797) at 3.44, down 6.78% [2] - Caixin Development (000838) at 3.43, down 4.99% [2] - Binhai Group (002244) at 10.07, down 4.73% [2] Capital Flow - The real estate development sector saw a net outflow of 509 million yuan from institutional investors, while retail investors contributed a net inflow of 342 million yuan [2] - The detailed capital flow for selected stocks showed: - Zhangjiang Hi-Tech (600895) had a net inflow of 3.75 billion yuan from institutional investors [3] - Wantong Development (600246) saw a net inflow of 3.14 billion yuan from institutional investors [3] - Tianjian Group (000090) had a net inflow of 4383.86 million yuan from institutional investors [3]

数据显示，华商基金旗下1只基金重仓滨江集团。华商量化优质精选混合（010293）三季度持有股数 37.54万股，占基金净值比例为3.19%，位居第六大重仓股。根据测算，今日浮亏损失约20.27万元。 华商量化优质精选混合（010293）成立日期2020年10月28日，最新规模1.48亿。今年以来收益30.55%， 同类排名2222/8134；近一年收益37%，同类排名1597/8056；成立以来亏损10.99%。 华商量化优质精选混合（010293）基金经理为海洋。 11月26日，滨江集团跌5.11%，截至发稿，报10.03元/股，成交3.44亿元，换手率1.24%，总市值312.08 亿元。 资料显示，杭州滨江房产集团股份有限公司位于浙江省杭州市庆春东路38号，成立日期1996年8月22 日，上市日期2008年5月29日，公司主营业务涉及房地产开发和销售。主营业务收入构成为：房产销售 98.93%，房产租赁0.44%，房产项目管理服务0.34%，酒店管理服务0.27%，其他0.02%。 从基金十大重仓股角度 截至发稿，海洋累计任职时间1年329天，现任基金资产总规模13.2亿元，任职期间最佳基金回报 44. ...

（文章来源：每日经济新闻） 每经AI快讯，11月26日，房地产开发板块午后回调，滨江集团跌超6%，中国武夷跌超5%，财信发展、 合肥城建、三湘印象、万科A跟跌。 ...

Core Viewpoint - The A-share market has seen a decline in real estate stocks, with several companies experiencing significant drops in their share prices [1] Group 1: Company Performance - Binjiang Group and China Wuyi both fell over 5% [1] - Caixin Development dropped nearly 5% [1] - I Love My Home, Sanxiang Impression, and Hefei Urban Construction all decreased by over 3% [1] - Huaxia Happiness, Jindi Group, Te Fa Service, China National Trade, China Merchants Shekou, New Town Holdings, and Vanke A all saw declines exceeding 2% [1]

Market Strategy - The recent market rebound aligns with previous predictions of a "layout window emerging," but the market has not shown a simultaneous increase in volume and price, indicating that the rebound does not change the overall oscillating pattern [6] - The current tension in Sino-Japanese relations is a major factor restraining risk appetite, suggesting a cautious approach to technology growth sectors, which are more sensitive to risk preferences [6] - The real estate market has been in a downward trend since the policy release last September, with recent price increases in the sector driven by changes in policy expectations and capital inflows, but further confirmation of policy effectiveness is needed to sustain this momentum [6] Sector Strategy - In the technology sector, a cautious approach is recommended due to the difficulty in further upward adjustments in expectations amid declining risk appetite [6] - The cyclical consumer manufacturing sector, characterized by medium risk, is expected to gain market consensus as conditions evolve [6] - The real estate sector requires significant fiscal policy measures, such as mortgage interest subsidies, to boost market confidence and reverse negative expectations [6] Defense Industry - Recent U.S. arms sales to Japan, totaling approximately $82 million, may accelerate China's equipment development in response to increasing uncertainties in the Asia-Pacific region [6] - The geopolitical climate, influenced by Japan's military expansion and U.S. support, is likely to drive growth in China's defense capabilities [6]

Investment Rating - The report rates the real estate sector as "Outperform the Market" [7] Core Views - New home transaction area has seen a month-on-month increase of 6.5% but a year-on-year decrease of 31.5%, indicating a narrowing decline compared to the previous week [7] - The second-hand housing market also shows a month-on-month increase of 3.6% and a year-on-year decrease of 18.2%, with a similar trend of narrowing decline [7] - The report highlights the implementation of a housing inspection system in Zhengzhou, targeting residential properties aged 30 years and above [7] Summary by Sections 1. Key City New Home Market, Second-Hand Home Market, and Inventory Tracking - New home transaction area in 40 cities is 206.7 million square meters, with a month-on-month increase of 6.5% and a year-on-year decrease of 31.5% [18] - The inventory of new homes in 12 cities is 11,343 million square meters, showing a month-on-month increase of 0.04% and a year-on-year decrease of 11.2% [42] - The second-hand home transaction area in 18 cities is 169.1 million square meters, with a month-on-month increase of 3.6% and a year-on-year decrease of 18.2% [50] 2. Land Market Tracking - The total area of land transactions across 100 cities is 1,836.6 million square meters, with a month-on-month increase of 95.7% and a year-on-year decrease of 39.1% [67] - The total transaction price of land is 362.5 billion yuan, reflecting a month-on-month increase of 56.2% and a year-on-year decrease of 60.3% [67] - The average floor price of land is 1,973.6 yuan per square meter, with a month-on-month decrease of 20.2% and a year-on-year decrease of 34.8% [67] 3. Policy Overview - The report notes that the National Bureau of Statistics indicates a continuous decline in the inventory of unsold commercial housing, with a reduction of 3.22 million square meters from the previous month [106] - The report emphasizes the government's focus on controlling new supply and optimizing existing inventory to alleviate market pressure [106] 4. Investment Recommendations - The report suggests focusing on companies with stable fundamentals and high market share in core cities, such as Binjiang Group and China Merchants Shekou [7] - It also highlights smaller companies that have made significant breakthroughs in sales and land acquisition since 2024, such as Poly Real Estate Group [7] - Companies exploring new consumption scenarios and operational models in commercial real estate, like Joy City and China Resources, are also recommended [7]