格隆汇1月7日｜近日，贝壳租房正式推出HQI品质分(房屋质量指数)，并在全国78个城市上线。据悉， 自2025年4月试点以来，该系统已累计评估超750万套房源，通过将高分房源标记为"钻石好房"、"黄金 好房"、"白银好房"三个等级，为用户提供更直观、更可靠的选房参考。 ...

格隆汇1月6日丨贝壳-W(02423.HK)发布公告，2026年1月5日耗资350万美元回购61.6万股。 ...

贝壳-W(02423)发布公告，于2026年1月5日，该公司斥资350万港元回购61.62万股股份，每股回购价 5.61-5.76港元。 ...

智通财经APP讯，贝壳-W(02423)发布公告，于2026年1月5日，该公司斥资350万港元回购61.62万股股 份，每股回购价5.61-5.76港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 貝殼控股有限公司 呈交日期： 2026年1月6日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | A | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02423 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔 ...

Investment Rating - The investment rating for the real estate industry is "Positive" (maintained) [4] Core Views - The report emphasizes the importance of stabilizing real estate market expectations and highlights the sector's significant role in the national economy and as a source of household wealth [3][50] - The report suggests that the real estate market's healthy development is crucial for overall economic stability and calls for decisive policy measures rather than piecemeal approaches [50] Market Performance - The Shanghai Composite Index rose by 0.1%, while the Shenzhen Component Index fell by 0.6%, and the real estate sector (Shenwan) declined by 0.7% during the week [5][8] - Notable stock performances included Chengjian Development (+13.2%) and Sanzhong Impression (+10.7%), while Hualian Holdings (-15.5%) and Yatong Shares (-6.8%) saw significant declines [5][8] Data Tracking New Housing Transactions - In the week of December 27 to January 2, new housing transactions in 42 key cities totaled 2.56 million square meters, a 2.0% decrease from the previous week [16] - For December, new housing transactions reached 10.63 million square meters, a 35.7% increase month-on-month but a 40.5% decrease year-on-year [21] Second-Hand Housing Transactions - In the same week, second-hand housing transactions in 21 key cities totaled 1.64 million square meters, a 21.5% decrease from the previous week [34] - For December, second-hand housing transactions amounted to 9.22 million square meters, an 11.1% increase month-on-month but a 27.9% decrease year-on-year [37] Industry News - The Ministry of Housing and Urban-Rural Development aims for significant progress in housing quality improvement by 2030, focusing on standards, design, materials, and construction [50] - New tax policies were introduced, reducing the value-added tax rate for second-hand housing transactions to 3% for properties held for less than two years, while properties held for two years or more are exempt from VAT [50] - The China Securities Regulatory Commission announced the launch of a pilot program for commercial real estate investment trusts (REITs) to promote high-quality market development [50] Company Announcements - China Resources Land secured a sustainable development-linked loan of 2 billion yuan with a term of 36 months [54] - Huafa Group elected Guo Lingyong as the chairman of its board and Liu Yingzhe as vice chairman [54]

| く 気 | 知名美股 ○ | | Q | | --- | --- | --- | --- | | 名称 | 最新 | 涨幅 总量 | | | 英伟达 NVDA | 188.120 | -0.39% 1.82亿股 | | | 特斯拉 TSLA | 451.670 | 3.10% 6754万股 | | | 苹果 AAPL | 267.260 | -1.38% 4558万股 | | | 17X 千人 | 472.850 -0.02% 2502万股 | | | --- | --- | --- | | MSFT | | | | 亚马逊 | 233.060 | 2.90% 4884万股 | | AMZN | | | | 博通 AVGO | 343.420 | -1.21% 3108万股 | | 谷歌-A GOOGL | 316.540 | 0.44% 3016万股 | | Meta Platforms In... 658.790 | | 1.29% 1212万股 | | META | | | | 超威半导体 | 221.080 | -1.07% 3141万股 | | AMD | | | | 谷歌-C | 317.32 ...

每经AI快讯，港股内房股延续昨日上涨，截至发稿，贝壳-W(02423.HK)涨3.98%，报45.98港元；龙湖 集团(00960.HK)涨4.37%，报9.56港元；中国金茂(00817.HK)涨3.82%，报1.36港元；华润置地 (01109.HK)涨2.47%，报29.84港元。 ...

智通财经APP获悉，内房股延续昨日上涨，截至发稿，贝壳-W(02423)涨3.98%，报45.98港元；龙湖集 团(00960)涨4.37%，报9.56港元；中国金茂(00817)涨3.82%，报1.36港元；华润置地(01109)涨2.47%，报 29.84港元。 消息面上，1月1日《求是》杂志刊发特约评论员文章《改善和稳定房地产市场预期》，强调要切实改善 和稳定房地产市场预期。华泰证券发布研报称当前房地产市场预期整体依然偏弱，《求是》文章表明中 央对于地产预期管理的重视度进一步提升，传递了积极的信号意义，针对预期的对症下药有望加速市场 回稳。 浙商证券发布研报称，对于资本市场而言，房地产行业系统性风险已得到高度重视并处于化解过程中， 后续企业个体的风险事件对板块整体的向下压力预计有限，风险出尽反而有利于板块估值修复。我们建 议关注政策实际落地的力度与节奏，以及企业端风险出清的进展。 ...

内房股延续昨日上涨，截至发稿，贝壳-W(02423)涨3.98%，报45.98港元；龙湖集团(00960)涨4.37%， 报9.56港元；中国金茂(00817)涨3.82%，报1.36港元；华润置地(01109)涨2.47%，报29.84港元。 浙商证券（601878）发布研报称，对于资本市场而言，房地产行业系统性风险已得到高度重视并处于化 解过程中，后续企业个体的风险事件对板块整体的向下压力预计有限，风险出尽反而有利于板块估值修 复。我们建议关注政策实际落地的力度与节奏，以及企业端风险出清的进展。 消息面上，1月1日《求是》杂志刊发特约评论员文章《改善和稳定房地产市场预期》，强调要切实改善 和稳定房地产市场预期。华泰证券发布研报称当前房地产市场预期整体依然偏弱，《求是》文章表明中 央对于地产预期管理的重视度进一步提升，传递了积极的信号意义，针对预期的对症下药有望加速市场 回稳。 ...