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中国资产,大涨!
证券时报· 2025-09-12 00:30
Market Performance - On September 11, US stock indices reached historical highs, with the S&P 500 up 0.85%, Nasdaq up 0.72%, and Dow Jones up 1.36% [1] - Major tech stocks showed mixed results, with Micron Technology rising 7.55%, Tesla up 6.04%, and Apple up 1.43%, while Nvidia, Meta, and Amazon saw slight declines [1] Chinese Stocks - The Nasdaq Golden Dragon China Index increased by 2.89%, with notable gains from companies like Global Data and Century Internet, which rose over 14%, and Alibaba, which rose 8% [1] AI Chip Development - Alibaba and Baidu have reportedly begun using self-designed chips for training their AI models, partially replacing Nvidia's chips, although neither company has confirmed this information [1] Unemployment Claims - The number of first-time unemployment claims in the US reached 263,000, marking the highest level since October 2021, with an increase of 27,000 from the previous week [3] Inflation Data - The US Consumer Price Index (CPI) for August showed a month-on-month increase of 0.4% and a year-on-year increase of 2.9%, while the core CPI rose 0.3% month-on-month and 3.1% year-on-year [5] Federal Reserve Expectations - Following the CPI data, the probability of a 25 basis point rate cut by the Federal Reserve in September is estimated at 89.1%, with a 10.9% chance for a 50 basis point cut [5]
贝壳-W(02423.HK)9月10日耗资699.5万美元回购105.5万股

Ge Long Hui· 2025-09-11 13:35
Core Viewpoint - Beike-W (02423.HK) announced a share buyback of 1.055 million shares at a cost of $6.995 million on September 10 [1] Group 1 - The company executed a buyback program, indicating a commitment to returning value to shareholders [1] - The total expenditure for the buyback was approximately $6.995 million [1] - The number of shares repurchased was 1.055 million [1]
贝壳-W(02423)9月10日斥资699.45万美元回购105.54万股
智通财经网· 2025-09-11 13:35
智通财经APP讯,贝壳-W(02423)发布公告,该公司于2025年9月10日斥资699.45万美元回购105.54万股 股份,每股回购价格为6.57-6.68美元。 ...
贝壳-W9月10日斥资699.45万美元回购105.54万股
Zhi Tong Cai Jing· 2025-09-11 13:34
Group 1 - The company, Beike-W (02423), announced a share repurchase plan [1] - The total amount allocated for the repurchase is $6.9945 million [1] - The company plans to buy back 1.0554 million shares at a price range of $6.57 to $6.68 per share [1]
贝壳(02423) - 翌日披露报表

2025-09-11 13:26
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: 2025年9月11日 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) | 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 | 佔有關事件前的現有已發 行股份(不包括庫存股 份)數目百分比 (註3) | | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下列日期開始時的結存(註1) | 2025年9月9日 | 3,430,132,293 | | | 0 | | 3,4 ...
房地产行业周报:深圳优化住房政策,多地公积金支持力度提升-20250911
Hua Yuan Zheng Quan· 2025-09-11 09:48
Investment Rating - The investment rating for the real estate industry is "Positive" (maintained) [5][6][57] Core Viewpoints - Since September 2024, the central government has emphasized "stabilizing the real estate market and stock market," which is crucial for boosting social expectations and facilitating domestic demand circulation [5][6] - The report suggests that high-quality residential properties may experience a development wave due to policy guidance and changes in supply-demand structure [5][6] Market Performance - The Shanghai Composite Index fell by 1.2%, the Shenzhen Component Index decreased by 0.8%, while the ChiNext Index rose by 2.4% during the week [9] - The real estate sector (Shenwan) declined by 1.5% [9] - Notable stock performances included Shoukai Co. (+32.0%) and Ningbo Fuda (+12.7%), while *ST Nanzhi fell by 22.6% [9] Data Tracking New Housing Transactions - In the week of August 30 to September 5, 2025, 42 key cities saw new housing transactions totaling 1.7 million square meters, a decrease of 15.3% week-on-week and 9.4% year-on-year [15] - For August 2025, the total new housing transactions in these cities reached 7.3 million square meters, down 4.1% month-on-month and 18.8% year-on-year [18] Second-Hand Housing Transactions - In the same week, 21 key cities recorded second-hand housing transactions of 171,000 square meters, a decrease of 9.1% week-on-week but an increase of 10.2% year-on-year [29] - For August 2025, total second-hand housing transactions in these cities were 793,000 square meters, down 7.2% month-on-month but up 0.9% year-on-year [34] Industry News - The Ministry of Housing and Urban-Rural Development held a meeting emphasizing high-level legislation to promote high-quality development in housing and urban construction [45] - Shanghai initiated a new round of adjustments to existing mortgage rates, allowing second-home buyers to apply for a rate reduction to the first-home level [45] - In Shenzhen, policies were optimized to lower purchasing thresholds and mortgage costs for residents and enterprises [45] Company Announcements - In August 2025, major real estate companies reported varying sales figures: China Overseas Development at 18.33 billion yuan (down 0.7% year-on-year), and Greentown China at 10.6 billion yuan (up 27.7% year-on-year) [48] - Poly Developments recently acquired two projects in Lanzhou and Sanya, with a total payment of 1.612 billion yuan [48]
深圳楼市新政显效!上周末二手房新房成交双涨,罗湖宝安热度飙升
Sou Hu Cai Jing· 2025-09-10 11:09
Core Insights - Shenzhen's real estate market has responded positively and swiftly to the new policy, with significant increases in both second-hand and new home transaction volumes during the first weekend after implementation [1][3]. Group 1: Second-hand Market Performance - During the first weekend post-policy, the signing volume at Beike's partner stores for second-hand homes increased by 33% compared to August and by 60% compared to July [3]. - The policy has encouraged previously hesitant buyers to make purchasing decisions, leading to a rapid increase in transaction volumes [3]. - The viewing volume for second-hand homes at Le You Jia's stores rose by 12%, with the highest increase in the Luohu district at 43% [4]. Group 2: New Home Market Activity - New home purchases at Beike's partner stores saw a 40% increase compared to the average for the weekend in August and a 50% increase compared to July [3]. - The rise in new home market activity is attributed to both policy stimulation and developers increasing their sales efforts and promotional strategies [3]. Group 3: Regional Transaction Data - Luohu and Bao'an districts emerged as the main transaction areas following the new policy, with Luohu's second-hand home signing volume doubling (100% increase) compared to the previous weekend, and Bao'an showing a 69% increase [3]. - Luohu's appeal is driven by its established commercial infrastructure and quality educational resources, while Bao'an attracts younger buyers due to its industrial concentration and transportation convenience [3]. Group 4: Market Confidence and Demand - The new policy effectively addresses market demand by relaxing purchase restrictions and optimizing credit, thereby lowering entry barriers for new citizens and young buyers [4]. - The restoration of market confidence has led to a concentrated release of existing demand, resulting in a balanced supply and demand situation [4]. - The ongoing effects of the policy are expected to maintain a phase of active engagement in Shenzhen's real estate market [4].
贝壳-W(02423.HK)9月9日耗资700万美元回购105.1万股

Ge Long Hui· 2025-09-10 10:52
格隆汇9月10日丨贝壳-W(02423.HK)公告,9月9日耗资700万美元回购105.1万股。 ...
贝壳-W9月9日耗资约700万美元回购约105.06万股

Zhi Tong Cai Jing· 2025-09-10 10:47
贝壳-W(02423)公布,2025年9月9日耗资约700万美元回购约105.06万股股份。 ...
贝壳-W(02423)9月9日耗资约700万美元回购约105.06万股
智通财经网· 2025-09-10 10:44
智通财经APP讯,贝壳-W(02423)公布,2025年9月9日耗资约700万美元回购约105.06万股股份。 ...