北京商报讯（记者 李晗）2月9日，龙湖集团披露1月未经审核经营简报。简报显示，1月龙湖集团连同 其附属公司合同销售金额24.5亿元，合同销售面积30万平方米。 ...

于2026年1月，本集团新增两块土地储备，总建筑面积和权益建筑面积均为14.29万平方米，权益地价人 民币8.65亿元。 于2026年1月，本集团实现经营性收入约人民币22.7亿元(含税金额约人民币24.3亿元);其中运营收入约人 民币12.5亿元(含税金额约人民币13.5亿元)，服务收入约人民币10.2亿元(含税金额约人民币10.8亿元)。 龙湖集团(00960)发布公告，本集团于2026年1月单月实现合同销售金额人民币24.5亿元，合同销售面积 30.0万平方米;归属本公司股东权益的合同销售金额人民币16.6亿元，归属本公司股东权益的合同销售面 积23.1万平方米。 ...

Core Viewpoint - Longfor Group (00960) reported a significant contract sales performance for January 2026, indicating strong market activity and operational growth [1] Group 1: Contract Sales Performance - In January 2026, the company achieved a contract sales amount of RMB 2.45 billion, with a contract sales area of 300,000 square meters [1] - The contract sales amount attributable to the company's shareholders was RMB 1.66 billion, with an area of 231,000 square meters [1] Group 2: Operating Revenue - The company reported operating revenue of approximately RMB 2.27 billion for January 2026, with a tax-inclusive amount of approximately RMB 2.43 billion [1] - The operating revenue included approximately RMB 1.25 billion from operational income (tax-inclusive amount of approximately RMB 1.35 billion) and approximately RMB 1.02 billion from service income (tax-inclusive amount of approximately RMB 1.08 billion) [1] Group 3: Land Acquisition - In January 2026, the company added two new land reserves, with a total construction area and attributable construction area of 142,900 square meters [1] - The equity land price for these new reserves was RMB 865 million [1]

来源：滚动播报 龙湖集团公告，于2026年1月，本集团实现经营性收入约人民币22.7亿元（含税金额约人民币24.3亿 元）；其中运营收入约人民币12.5亿元（含税金额约人民币13.5亿元），服务收入约人民币10.2亿元 （含税金额约人民币10.8亿元）。本集团于2026年1月单月实现合同销售金额人民币24.5亿元，合同销售 面积30万平方米；归属本公司股东权益的合同销售金额人民币16.6亿元，归属本公司股东权益的合同销 售面积23.1万平方米。 ...

Core Insights - Longfor Group (00960.HK) reported a contract sales amount of RMB 2.45 billion in January 2026, with a contract sales area of 300,000 square meters [1] - The contract sales amount attributable to shareholders was RMB 1.66 billion, with an area of 231,000 square meters [1] - The company achieved operational revenue of approximately RMB 2.27 billion in January 2026, with a tax-inclusive amount of about RMB 2.43 billion [1] Sales Performance - The operational revenue included approximately RMB 1.25 billion from operational income (tax-inclusive amount of about RMB 1.35 billion) and RMB 1.02 billion from service income (tax-inclusive amount of about RMB 1.08 billion) [1] - The total contract sales area for January 2026 was 300,000 square meters, indicating a significant volume of transactions [1] Land Acquisition - In January 2026, Longfor Group added two new land reserves, with a total construction area and attributable construction area of 142,900 square meters [1] - The equity land price for these acquisitions was RMB 865 million [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 LONGFOR GROUP HOLDINGS LIMITED 上述數據未經審核，乃根據本集團初步內部資料編製，鑒於收集該等數據過程中存在各種不確定 因素，該等數據與本公司按年度或半年度刊發的經審核或未經審核綜合財務報表中披露的數字 可能存在差異，因此上述數據僅供投資者參考。投資者買賣本公司證券時務須謹慎行事，避免不 恰當地依賴該等資料。如有任何疑問，投資者應尋求專業人士或財務顧問的專業意見。 龍湖集團控股有限公司 於二零二六年一月，本集團實現經營性收入約人民幣22.7億元（含稅金額約人民幣24.3億元）；其中 運營收入約人民幣12.5億 元（含 稅 金 額 約 人 民 幣13.5億 元），服 務 收 入 約 人 民 幣10.2億 元（含 稅 金 額 約人民幣10.8億 元）。 於二零二六年一月，本集團新增兩塊土地儲備，總建築面積和權益建築面積均為14.29萬平方米， 權益地價人民幣8.65億元。 二零二 ...

上周五美股三大股指全线造好，港股今日高开高走，恒指高开422点报26982点后，升幅一度收窄至319 点，低见26879点，盘中重整旗鼓再度拉升514点高见27074点，再度升穿两万七关口。截至收盘，恒指 早盘收涨1.17%，科指早盘收涨1.02%，恒指大市成交额1362.5亿港元。盘面上，光通讯、光伏设备、风 电股涨幅居前，内房股异动拉升，半导体股延续强势；新消费概念、电信、家电、石油股走势疲软。个 股方面，信达生物(01801.HK)涨近6%，泡泡玛特(09992.HK)涨超5.7%，中国人寿(02628.HK)、龙湖集团 (00960.HK)、紫金矿业(02899.HK)、华虹半导体(01347.HK)涨超5%，快手(01024.HK)跌超4.2%，中国电 信(00728.HK)、中国移动(00941.HK)均跌超1.5%。 本文源自：金融界AI电报 ...

Investment Rating - The report suggests a positive outlook for the real estate industry, indicating a stabilization phase and recommending attention to quality real estate companies [44]. Core Insights - The real estate sector has shown significant recovery in transaction volumes, with new home sales in 43 cities increasing by 360.3% year-on-year and 48.7% month-on-month as of February 6 [17][18]. - The report highlights a notable increase in second-hand home transactions, with a year-on-year increase of 443.7% and a month-on-month increase of 81.5% in 14 cities [18]. - The inventory of commercial housing in 17 cities has decreased by 0.2%, with a de-stocking cycle of 157.2 weeks [22]. - Land supply in 100 major cities has decreased by 19.3% year-on-year, while land transaction volume has increased by 77.5% [27]. Summary by Sections Market Review - The real estate sector experienced a 0% increase in the week of February 2-6, outperforming the CSI 300 index by 1.3 percentage points [11]. - The total transaction volume for the week was 120.52 billion yuan, reflecting a 23.7% decrease compared to the previous week [11]. Basic Data - The total market capitalization of the real estate industry is approximately 1,254.08 billion yuan, with a TTM price-to-earnings ratio of 65.8 compared to the CSI 300's 14.0 [4]. Industry and Company Dynamics - Recent policies have been introduced to stabilize the real estate market, including subsidies for multi-child families and adjustments to housing loan policies [35]. - Companies like 京投发展 (JingTuo Development) are actively engaging in bond issuance to manage debt and fund operations [39]. Investment Recommendations - The report recommends focusing on companies with strong operational stability, including 华润置地 (China Resources Land), 龙湖集团 (Longfor Group), and various property management firms [44][45].

Investment Rating - The report maintains a "Positive" rating for the real estate and property management sectors, highlighting the recovery potential of quality real estate companies and commercial real estate [2][31]. Core Insights - The report indicates that the real estate sector is approaching a bottom in its fundamentals after a deep adjustment, with recent central government policies aimed at stabilizing the market. The report emphasizes the importance of quality real estate companies, predicting that their profit recovery will occur sooner and be more resilient [2][31]. - The report recommends several quality real estate companies and commercial real estate firms, including Jianfa International, Binjiang Group, Greentown China, China Jinmao, and Poly Development, as well as commercial real estate firms like New City Holdings and China Resources Land [2][31]. Industry Data Summary New Home Transactions - In the week of January 31 to February 6, 2026, new home transactions in 34 key cities totaled 1.974 million square meters, a week-on-week decrease of 6.9%. The transaction volume in first and second-tier cities decreased by 3.1%, while third and fourth-tier cities saw a significant drop of 39.4% [3][4]. - Year-on-year, new home transactions in February increased by 327.2%, with first and second-tier cities up by 347.8% and third and fourth-tier cities up by 168.9% [4][10]. Second-Hand Home Transactions - In the same week, second-hand home transactions in 13 key cities totaled 1.198 million square meters, also down by 6.9% week-on-week. However, year-to-date transactions showed a 27.4% increase compared to the previous year [10][31]. Inventory and Supply - The report notes that 15 cities had a total of 290,000 square meters of new supply, with a sales-to-supply ratio of 2.62 times. The total available residential area in these cities was 88.525 million square meters, reflecting a slight decrease of 0.52% [21][31]. Policy and News Tracking - The report highlights significant policy developments, including the acceleration of commercial real estate REITs applications, with over 10 applications submitted to exchanges as of February 6, 2026. Additionally, Shanghai is advancing the acquisition of second-hand homes for rental housing, with pilot areas identified [31][32]. - Various regions, including Tianjin, Sichuan, and Hainan, have adjusted the minimum down payment ratio for commercial property loans to no less than 30% [31][32].

Core Insights - The Chongqing real estate market is experiencing a surge in demand from returning residents during the Spring Festival, with returning buyers accounting for 40% to 60% of the market activity [2][8] - Developers are preparing for this peak season by launching new projects and promotional activities, with 40 projects offering a total of 2,250 units and 26.5 million square meters of new supply in February [4][11] - The focus of returning buyers is on improvement-oriented housing products, with 72% of new listings in February being improvement-type properties [8][11] Market Dynamics - The Spring Festival has prompted a significant increase in property viewings, with many buyers like Li Na finalizing purchases during their return home [4][7] - Developers are strategically targeting returning buyers with tailored marketing campaigns, including the "Favorable Year Property, Immediate Settlement" promotional theme [5][11] - The supply structure is aligning with buyer preferences, as high-quality, low-density housing options are becoming the main offerings in the market [8][11] Buyer Behavior - Returning buyers are generally more decisive, often conducting online research before visiting properties, leading to higher efficiency in decision-making compared to local buyers [7][8] - Families are actively participating in the home-buying process, with many bringing children and elderly family members to view properties together [8] - The demand for properties with good educational facilities, low-density environments, and comfortable layouts is prevalent among returning buyers [8][12] Pricing and Incentives - The average price for new homes in Chongqing is reported at 11,215 yuan per square meter, while second-hand homes average 7,177 yuan per square meter, indicating a stable pricing environment [12] - Various incentives are being offered to returning buyers, including exclusive discounts, installment plans for down payments, and expedited approval processes for housing fund loans [12] - The overall market is showing signs of recovery, setting a positive tone for real estate transactions throughout the year [12]