开源证券也表示，在各项促进房地产市场止跌回稳政策作用下，今年以来我国房地产市场整体朝着止跌 回稳的方向迈进，在止跌回稳的过程中，房价仍可能存在小幅度震荡，期待后续在政策作用下，房地产 市场进一步稳定。在更加积极的财政政策、适度宽松的货币政策下，存量收储及城中村改造工作有望加 速推进，改善现有住房供求关系，加快止跌回稳进程。 消息面上，继北京和上海之后，深圳在9月5日晚发布了楼市新政。据悉，本次楼市新政，对非核心区域 (除福田区、南山区、宝安区新安街道外的所有区域)限购进行了大力度放松，同时商贷利率不再区分首 套房与二套房。国金证券认为，近期北上深等一线城市均落地优化限购政策，预计进入四季度地产成交 量有望迎来反弹，助推基本面进一步止跌回稳。考虑到美联储降息预期提升刺激流动性，当前地产板块 估值偏低，建议逢低配置地产股。 智通财经APP获悉，内房股早盘走高，日前获纳入港股通的碧桂园(02007)再涨超23%。截至发稿，碧桂 园涨23.53%，报0.63港元；中国海外宏洋集团(00081)涨5.08%，报2.48港元；世茂集团(00813)涨 4.92%，报0.32港元；富力地产(02777)涨4.35%，报0. ...

首先最受市场瞩目的是碧桂园最新一份中期业绩报告，但介于该公司目前的情况，注定没有太亮眼的表 现。 资料显示，截至2025年6月30日，碧桂园实现总收入725.7亿元，同比减少约28.9%。 其中房地产开发收入700.28亿元，同比下降29.1%；科技建筑收入14.66亿元，同比下降40.5%；包括物 业投资及酒店经营在内的其他业务收入8.09亿元，同比上升33%，成为唯一实现增长的板块。 碧桂园交出了2025年8月份的月度成绩单：29.6亿元权益销售金额，以及超过77%第2类债务持有人同意 债务重组协议…… 这些数字背后，是一家曾经的房地产巨头的自救之路。 目前，若想回归正常经营节奏，横亘在碧桂园面前亟待解决的有"保交楼"和"债务重组"。 盈利端，因为房地产开发项目结算毛利率仍处于低位，碧桂园期内毛损进一步扩大至64.57亿元。加上 物业项目资产减值，碧桂园录得净亏损196.5亿元，归母净亏损为190.8亿元。 债务方面，得益于减债措施，碧桂园总负债由2024年同期9845.89亿元降至8854.1亿元，减债规模为 991.79亿元。 净债务约为2545.83亿元，分为银行及其他借款1555.1亿元，优先票据 ...

Core Viewpoint - Country Garden (2007.HK) opened over 14% higher, trading at HKD 0.55, following the announcement of its inclusion in the Hong Kong Stock Connect program effective September 8, 2025 [1] Group 1 - The Shanghai and Shenzhen Stock Exchanges announced adjustments to the list of eligible securities for the Hong Kong Stock Connect, with Country Garden being added [1] - The management meeting held by Country Garden on September 5 revealed that the company is nearing completion of its housing delivery tasks in certain regions [1] - Country Garden has initiated operational planning meetings for new projects, indicating a transition to operational phases for some regional projects [1]

Core Viewpoint - Country Garden (碧桂园) shares opened over 14% higher, currently up 14.58% at HKD 0.55, with a trading volume of HKD 31.33 million, following announcements from the Shanghai and Shenzhen stock exchanges regarding index adjustments [1] Company Summary - Country Garden has been included in the Hong Kong Stock Connect eligible stocks list due to the adjustments in the Hang Seng Composite Large, Medium, and Small Cap Indices, effective from September 8 [1] - The recent policy changes in major cities, including the optimization of purchase restrictions, are expected to positively impact the real estate market [1] Industry Summary - Guojin Securities forecasts a rebound in real estate transaction volumes in the fourth quarter, which may help stabilize the fundamentals of the sector [1] - The anticipated interest rate cuts by the Federal Reserve are expected to enhance liquidity, making the current valuations of the real estate sector appear low, suggesting a buying opportunity for real estate stocks [1]

消息面上，上交所和深交所分别发布公告称，因恒生综合大型股指数、中型股指数、小型股指数实施成 份股调整，并自9月8日起生效。其中，碧桂园等被调入港股通标的名单。值得一提的是，近期北上深等 一线城市陆续落地优化限购政策。国金证券指出，预计进入四季度地产成交量有望迎来反弹，助推基本 面进一步止跌回稳。考虑到美联储降息预期提升刺激流动性，当前地产板块估值偏低，建议逢低配置地 产股。 碧桂园(02007)高开逾14%，截至发稿，涨14.58%，报0.55港元，成交额3133.02万港元。 ...

Core Insights - Country Garden Group held a monthly management meeting on September 5, focusing on current policies and market conditions [1] - The chairman, Yang Huiyan, emphasized systematic analysis of sales markets, quality delivery, and asset management as core tasks [1] - The company aims to ensure task completion and is concentrating efforts on the "Golden September and Silver October" sales period [1] Sales Market - The company is urging regional projects to conduct thorough assessments and implement precise strategies to ensure sales task completion [1] - There is a strong focus on achieving sales targets during the critical sales months of September and October [1] Quality Delivery - The management is committed to ensuring quality delivery of properties, particularly aiming for successful handovers by the end of the year [1] - The emphasis on quality delivery is part of a broader strategy to regain market confidence and operational efficiency [1] Asset Management - The meeting highlighted the importance of effective asset management in navigating the current market environment [1] - The company is looking to optimize its asset portfolio to enhance operational performance and financial stability [1]

Summary of Key Points Core Viewpoint - Country Garden Services has been actively repurchasing its shares, indicating a strategy to support its stock price amid recent declines [2][3]. Share Buyback Details - On September 4, the company repurchased 600,000 shares at a price range of HKD 6.370 to HKD 6.400, totaling HKD 3.831 million [2]. - The stock closed at HKD 6.370 on the same day, reflecting a decrease of 0.78%, with a total trading volume of HKD 113 million [2]. - Since September 2, the company has conducted buybacks for three consecutive days, accumulating a total of 1.6 million shares repurchased for a total amount of HKD 10.259 million, during which the stock price fell by 2.00% [2]. Year-to-Date Buyback Activity - Year-to-date, the company has executed 28 buybacks, totaling 10.689 million shares and an aggregate amount of HKD 69.449 million [3]. - A detailed breakdown of recent buybacks shows varying amounts and prices, with the highest buyback price recorded at HKD 6.700 and the lowest at HKD 6.210 [4].

Core Viewpoint - Country Garden Services (06098) announced a share buyback plan, indicating confidence in its stock value and potential for future growth [1] Group 1: Share Buyback Details - The company plans to repurchase 600,000 shares at a total cost of HKD 3.831 million [1] - The buyback price per share ranges from HKD 6.37 to HKD 6.40 [1]

Group 1 - The company, Country Garden Services (06098), announced a share buyback plan [1] - The total amount allocated for the buyback is HKD 3.831 million [1] - The company plans to repurchase 600,000 shares at a price range of HKD 6.37 to HKD 6.40 per share [1]

Core Insights - Country Garden (stock code: 02007) reported its sales performance for August 2025, indicating a significant level of sales activity [1] Sales Performance - The contract sales amount attributable to shareholders of the company was approximately RMB 2.96 billion [1] - The contract sales area attributable to shareholders of the company was around 350,000 square meters [1] - This sales data reflects Country Garden's market performance for the month, suggesting that its sales dynamics and overall operational status warrant ongoing attention [1]