从用地性质来看，住宅用地是收储主力。公示的地块中住宅用地宗数占比约66%，商办用地占比约 24%，工业用地占比约6%。 随着配套政策不断完善，2025年专项债收储土地取得新进展。 从所有权来看，当前拟收储的土地中，绝大多数宗地属于地方国企，占比约85%，民企占比仅约13%； 收储面积中，地方国企占比80%，民企占比约16%；收储金额中，地方国企占比近88%，民企占比仅约 10%，央企中保利、华润、华侨城等均在列。在拟收储宗地数量超100宗的省市中，湖南、江西、新 疆、四川等省市地方国企宗数占比超90%，而云南地方国企宗数占比为64%，民企、央企宗地占比相对 较高。 从收储价格来看，与出让时的成交单价相比，约47%的地块拟收储价格与成交单价的比值在0.8—1.0之 间，约29%的地块比值在0.9—1.0之间，约18%的地块拟收储价格与成交价的比值在0.7—0.8之间，部分 地块拟收储价格的折扣较大。从各地情况来看，宁夏、福建、广东等10个省市价格比值高于全国平均水 平(0.82)，广西、重庆等省市价格比值低于0.7，价格折扣相对较大。 据中指研究院监测，2025年全国各地公示拟使用专项债收回收购存量闲置土地的数 ...

随着配套政策不断完善， 2 025 年 专项债 收储土地 取得新进展。 据中指 研究院 监测， 2025年全国各地公示拟使用专项债收回收购存量闲置土地的数量超5500宗， 总土 地金额超 7500亿元 。 多省市已发行相应专项债券合计超 3000亿元 ， 约占拟收储总规模的 40% 。其 中， 广东发行486亿元，居首位；湖南发行九批专项债，合计发行389亿元，位居第二；江西、重庆发 行专项债金额在300亿元左右。各线城市中，一二线城市合计发行约970亿元，约占总发行金额的32%。 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 2025年四季度，收购存量闲置土地专项债券发行速度加快，月均发行近370亿元，较三季度月均发行规 模增长13.6%。12月末，上海临港控股股份有限公司披露其控股子公司位于上海临港新片区的一宗住宅 用地将被上海市土地储备中心收储， 拟收储价格合计26.25亿元，较其成交价折价约4%， 为上海首宗 拟收储住宅地块。 从不同地区来看，31个 ...

Group 1 - The Ministry of Finance, the State Taxation Administration, and the Ministry of Housing and Urban-Rural Development announced a tax refund policy for individuals selling their homes and purchasing new ones within one year, effective from January 1, 2026, to December 31, 2027 [1] - Taxpayers will receive a full refund of personal income tax paid on the sale of their current home if the new home purchase amount is greater than or equal to the sale amount; if less, the refund will be proportional to the new purchase amount [1] Group 2 - Yuexiu Property reported a contract sales amount of approximately 8.996 billion yuan in December 2025, a year-on-year decrease of about 33.4%, with a sales area of approximately 447,600 square meters, down 8.5% year-on-year [2] - Oceanwide Group disclosed a contract sales amount of approximately 2.52 billion yuan in December 2025, with a sales area of approximately 184,000 square meters and an average sales price of 13,700 yuan per square meter [3] - Overseas Chinese Town reported a contract sales amount of 1.99 billion yuan in December 2025, a year-on-year decrease of 31% but a quarter-on-quarter increase of 66%, with a sales area of 135,000 square meters, down 20% year-on-year [4] - Gemdale Group expects a negative net profit attributable to shareholders for the fiscal year 2025, indicating a projected loss for the company's operating performance [5]

Group 1 - The Ministry of Finance, the State Taxation Administration, and the Ministry of Housing and Urban-Rural Development announced a tax refund policy for individuals selling their homes and purchasing new ones within one year, effective from January 1, 2026, to December 31, 2027 [1] - The tax refund will be fully granted if the new home purchase amount is greater than or equal to the selling price of the current home; if less, the refund will be proportional to the new purchase amount relative to the selling price [1] Group 2 - Yuexiu Property reported a contract sales amount of approximately 8.996 billion yuan in December 2025, a year-on-year decrease of about 33.4%, with a sales area of approximately 447,600 square meters, down 8.5% year-on-year [2] - Oceanwide Group disclosed a contract sales amount of approximately 2.52 billion yuan in December 2025, with a sales area of approximately 184,000 square meters and an average sales price of 13,700 yuan per square meter [3] - Overseas Chinese Town reported a contract sales amount of 1.99 billion yuan in December 2025, a year-on-year decrease of 31% but a month-on-month increase of 66%, with a sales area of 135,000 square meters, down 20% year-on-year [4] - Gemdale Group expects a negative net profit for the year 2025, indicating a projected loss in operating performance [5]

Group 1: Real Estate Sales - In December 2025, the company achieved a contracted sales area of 135,000 square meters, a year-on-year decrease of 20%, but a month-on-month increase of 56% from November [2] - The contracted sales amount for December 2025 was 1.99 billion yuan, representing a year-on-year decrease of 31% and a month-on-month increase of 66% from November [2] - For the entire year of 2025, the company recorded a cumulative contracted sales area of 1.206 million square meters, down 30% year-on-year, and a total sales amount of 17.73 billion yuan, down 33% year-on-year [2] Group 2: Land Acquisition - There were no new land acquisitions reported by the company in December 2025 [3] Group 3: Tourism Business - In December 2025, the company's tourism enterprises received a total of 5.71 million visitors, a year-on-year decline of 6% [4] - For the full year of 2025, the total number of visitors to the company's tourism enterprises was 79.7 million, which is a decrease of 1% compared to the previous year [5] - The company focused on the New Year period by integrating resources to create diverse festive activities, enhancing the visitor experience with concerts and drone shows [5]

Core Insights - The State-owned Assets Supervision and Administration Commission (SASAC) disclosed the 2024 salary information for over 80 central enterprises, indicating a stable salary range for executives, characterized by "top-tier leadership, concentrated median, and compliant lower-tier" without extreme high salaries [1] Group 1: Salary Distribution - The top tier of executive salaries is dominated by telecommunications and energy central enterprises, with China Mobile's former chairman Yang Jie leading at a pre-tax salary of 1.2582 million yuan, followed by China Telecom's chairman Ke Ruiwen and China Unicom's chairman Chen Zhongyue with pre-tax salaries of 1.2160 million yuan and 1.2101 million yuan respectively [1] - In the energy sector, PetroChina's chairman Dai Houliang and general manager Hou Qijun both have an annual salary of 978,500 yuan, ranking first among energy central enterprises, while China National Offshore Oil Corporation's chairman Wang Dongjin follows with an annual salary of 966,900 yuan [2] - Comprehensive central enterprises like China Merchants Group and China Resources Group also maintain high salaries, with China Merchants' chairman Miao Jianmin earning an annual salary of 946,400 yuan and China Resources' chairman Wang Xiangming earning 951,200 yuan [3] Group 2: Salary Tiers - The second tier includes core central enterprises in electricity, construction, and automotive industries, with State Grid's chairman Zhang Zhigang earning an annual salary of 735,000 yuan, and China General Nuclear Power Group's chairman Yang Changli earning 930,000 yuan [4] - The automotive sector features China FAW's chairman Qiu Xiandong with an annual salary of 909,700 yuan, and China National Automotive Industry Corporation's chairman Yang Qing with 868,600 yuan [4] - The third tier consists of public welfare-oriented central enterprises, with China Forestry Group's chairman Shan Zhongli and Overseas Chinese Town Group's chairman Zhang Zhenga both earning 438,500 yuan, which is below the average salary level for central enterprises [4] Group 3: Salary Disparities - Within the same industry, the salary differences among executives of central enterprises are manageable, with the highest annual salary in the energy sector (PetroChina at 978,500 yuan) and the lowest (National Pipeline at 872,900 yuan) showing a gap of approximately 100,000 yuan [5] - The salary disparity among the three major telecommunications operators' chairmen is less than 50,000 yuan, while the five major power generation group chairmen's salaries are concentrated in the range of 880,000 to 960,000 yuan, indicating a relatively balanced ranking [5]

格隆汇1月14日丨华侨城Ａ(000069.SZ)公布，收到控股股东华侨城集团有限公司（简称"华侨城集团"） 出具的《关于增持深圳华侨城股份有限公司股份计划实施完成的告知函》。截止本公告披露日，华侨城 集团关于增持公司股份的计划实施期限届满，本次增持计划已实施完毕，华侨城集团通过深圳证券交易 所交易系统以集中竞价交易方式累计增持公司股份43,304,697股，占公司总股本的0.54%。 ...

北京商报讯(记者李晗)1月14日，华侨城披露2025年12月经营简报。简报显示，2025年12月华侨城实现 合同销售金额19.9亿元，同比减少31%，环比增长66%；合同销售面积13.5万平方米，同比减少20%，环 比增加56%。 ...

（记者 曾健辉） 每经AI快讯，华侨城A1月14日晚间发布公告称，近日，深圳华侨城股份有限公司（以下简称"公司"） 收到控股股东华侨城集团有限公司（以下简称"华侨城集团"）出具的《关于增持深圳华侨城股份有限公 司股份计划实施完成的告知函》。截止本公告披露日，华侨城集团增持公司股份的计划实施期限届满， 本次增持计划已实施完毕，华侨城集团通过深圳证券交易所交易系统以集中竞价交易方式累计增持公司 股份约4330万股，占公司总股本的0.54%。 每经头条（nbdtoutiao）——海利生物增值9倍并购的企业，估值8个月"腰斩"，其第一大客户竟是尚未 成立的公司，离奇的事还不少…… ...

作者 秦晋 1月14日，华侨城A发布2025年12月主要业务经营情况公告。12月，华侨城A实现合同销售面积13.5万平 方米，同比降20%、环比升56%；销售金额19.9亿元，同比降31%、环比升66%，单月回暖明显。全年 累计销售面积120.6万平方米、金额177.3亿元，分别同比下降30%与33%。当月无新增土地储备。文旅 业务方面，12月接待游客571万人次，同比降6%；全年累计接待7970万人次，微降1%，整体保持韧 性。 ...