北京商报讯（记者 王寅浩 李晗）8月6日，越秀地产披露7月未经审计的销售简报。简报显示，7月越秀 地产实现合同销售（连同合营及联营公司项目的合同销售）金额约为60.06亿元，同比上升约19.5%，实 现合同销售面积约为17.42万平方米，同比下降约18.9%。 ...

每经AI快讯，越秀地产8月6日在港交所公告，2025年7月，公司实现合同销售金额约为人民币60.06亿 元，同比上升约19.5%；实现合同销售面积约为17.42万平方米，同比下降约18.9%。2025年1-7月，公司 累计合同销售金额约为人民币675.06亿元，同比上升约11.7%，累计合同销售面积约为163.63万平方 米，同比下降约21.9%。累计合同销售金额约占2025年合同销售目标人民币1205亿元的56%，2025年7 月，公司没有新增土地储备。 ...

2025年1月至7月，公司累计合同销售(连同合营及联营公司项目的合同销售)金额约为人民币675.06亿 元，同比上升约11.7%，累计合同销售面积约为163.63万平方米。累计合同销售金额约占2025年合同销 售目标人民币1,205亿元的56.0%。2025年7月，公司没有新增土地储备。 格隆汇8月6日丨越秀地产(00123.HK)发布公告，2025年7月，公司实现合同销售(连同合营及联营公司项 目的合同销售)金额约为人民币60.06亿元，同比上升约19.5%，实现合同销售面积约为17.42万平方米。 ...

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之內容概不負責，對其準確性或完整性亦不發表 任何聲明，並明確表示，概不就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之任何損失承擔任 何責任。 – 1 – （在香港註冊成立的有限公司） （股份代號：00123） 公 告 截至二○二五年七月三十一日未經審計銷售資料 越秀地產股份有限公司（「本公司」）董事會（「董事會」）謹此公佈截至二○二五年七月三十一日 的未經審計銷售統計資料如下： 二○二五年七月，本公司實現合同銷售（連同合營及聯營公司項目的合同銷售）金額約為人 民幣60.06億元，同比上升約19.5%，實現合同銷售面積約為17.42萬平方米，同比下降約 18.9%。 二○二五年一月至七月，本公司累計合同銷售（連同合營及聯營公司項目的合同銷售）（「累計 合同銷售」）金額約為人民幣675.06億元，同比上升約11.7%，累計合同銷售面積約為163.63 萬平方米，同比下降約21.9%。累計合同銷售金額約佔二○二五年合同銷售目標人民幣1,205 億元的56.0%。 二○二五年七月，本公司沒有新增土地儲備。 上述資料是未經審計及根據本公司內部資料匯總編 ...

Investment Rating - The investment rating for the real estate industry is "Positive" (maintained) [4][5][59] Core Viewpoints - The report emphasizes the importance of implementing the spirit of the Central Urban Work Conference and conducting high-quality urban renewal [3][47] - The report highlights that since September 2024, the central government's clear requirement has been to stabilize the real estate and stock markets, which is crucial for boosting social expectations and facilitating domestic demand circulation [5][50] Market Performance - The Shanghai Composite Index fell by 0.9%, the Shenzhen Component Index by 1.6%, the ChiNext Index by 0.7%, and the CSI 300 Index by 1.8%, while the real estate sector (Shenwan) dropped by 3.4% [5][8] - In terms of individual stocks, the top five gainers were Zhujiang Co. (+13.5%), Dazhong Electronics (+10.3%), Zhangjiang Hi-Tech (+6.8%), ST Nanzhi (+6.1%), and Quzhou Development (+5.9%), while the top five losers included Hainan Airport (-8.4%), Jindi Group (-8.1%), Lujiazui (-7.9%), China Merchants Shekou (-7.7%), and Hainan Expressway (-7.7%) [5][8] Data Tracking New Housing Transactions - For the week of July 26 to August 1, 205,000 square meters of new homes were sold across 42 key cities, a 19.9% increase from the previous week, but a 20.8% decrease year-on-year [14][18] - In July, a total of 761,000 square meters of new homes were sold, representing a 31.8% decrease month-on-month and an 18.3% decrease year-on-year [18] Second-Hand Housing Transactions - For the week of July 26 to August 1, 185,000 square meters of second-hand homes were sold across 21 key cities, a 5.4% decrease from the previous week, but a 2.5% increase year-on-year [29][35] - In July, a total of 854,000 square meters of second-hand homes were sold, reflecting a 2.1% decrease month-on-month and a 3.9% decrease year-on-year [35] Industry News - The Central Political Bureau meeting emphasized the need for high-quality urban renewal and the implementation of policies to stabilize the real estate market [47][48] - The National Taxation Administration reported that since the implementation of the housing tax refund policy, 11.1 billion yuan has been refunded, alleviating the tax burden on residents [47][48] Company Announcements - Lujiazui achieved a revenue of 6.598 billion yuan in the first half of 2025, a year-on-year increase of 33.9%, while the net profit attributable to shareholders was 815 million yuan, a year-on-year decrease of 7.9% [50][51] - Dazhong City completed a targeted issuance of 2.426 billion yuan, increasing its total share capital to 4.286 billion shares [50][51]

日前，央企华侨城有员工因为跟投资金无法拿回而与公司产生纠纷。部分员工对外透露，当初跟投的资 金如今只能拿回一两成本金，而公司方面则解释称，跟投本质上属于投资行为，有盈利也会有亏损。 房地产已连续调整近4年时间，在高位跟投项目的从业人员多数都陷入亏损境地。如今回溯跟投这项曾 经让业内人士激情燃烧的机制，许多人已有恍若隔世之感。张琳表示，自己在集团总部，投的项目是精 挑细选过的，原本以为会有巨大的收益，没想到最后只是黄粱一梦。 房地产项目跟投机制，最早出现于大约2012年前后，在设立之初，公司旨在将企业与员工利益绑定，调 动员工的能动性、提高管理效率的利器。在市场上行期，房企员工即便"盲目跟投"也收获颇丰，这一制 度也曾为房企留下核心人才，推动企业规模快速扩张。但随着行业竞争加剧，这一制度逐渐变质，有部 分中小型房企将跟投作为解决项目融资的渠道。此后行业进入下行期，销售陷入低迷，跟投项目收益降 低、风险增大等各类问题逐步暴露，"跟不动"的现象越发普遍，而企业与员工之间的矛盾也最终在这个 领域内爆发。 跟投作为市场上行期适用的制度，在下行期遇到了挑战。 "很幸运，我在公司时跟投的几个项目，资金都退回来了。"曾经就职 ...

又是下午拿地，晚上就把挖掘机开进了现场。 这样的，画风的转变，很难说不是时代的一个缩影。 版图扩张 过去，可能开工大吉都要摆个舞台剪彩，放两串鞭炮。 如今开工的速度，就像转换一个电视频道那么迅速。 昨天（8月4日），深圳市成功出让年内第7宗住宅用地宝安沙井A319-1225，绿城击败华润、越秀以及中海以12.15亿元斩获，折合楼面价20363.7元/㎡，溢 价率约11.47%。 尤其是，绿城在深圳的项目并不多，并且首战深圳的表现也比较一般。 一个是曾经光明的绿城绿城首个打开深圳市场项目的是位于光明区光明中心的绿城桂语兰庭。 2023年3月首批房源951套88~130平，包括942套住宅和9套商业，备案均价约50073元/㎡，单价区间约4.08万—5.94万/平，总价区间约363万～738万，开盘 当天宣布卖了25亿元，折算下来去化约58%。 令到市场比较诧异的是，拿下地块的居然是只有一次开拓过深圳市场经验的绿城，并且下午拿地，晚上就开始开工了。 一方面，绿城这两年面临着经营压力，另一方面绿城今年拿地表现得相当激进。 据中指研究院数据统计1-7月绿城在上海、杭州、苏州华东等地已经拿下了十多宗用地，共计522亿元 ...

Investment Rating - The report rates the real estate industry as "Outperform" [1] Core Insights - New housing transaction area increased month-on-month but decreased year-on-year, indicating a widening decline in year-on-year performance [1][5] - The Politburo meeting emphasized the importance of stabilizing the real estate market and promoting high-quality urban renewal, which is expected to drive demand for housing improvements [1][6] - The report anticipates that supportive policies, particularly in finance, will be introduced in the second half of the year to aid the real estate sector [1][6] Summary by Sections 1. Key City New Housing Market, Second-hand Housing Market, and Inventory Tracking - In the week of July 26 to August 1, new housing transaction area in 40 cities was 222.6 million square meters, up 20.0% month-on-month but down 13.8% year-on-year [5][17] - Second-hand housing transaction area in 18 cities was 155.4 million square meters, down 4.6% month-on-month and down 0.9% year-on-year [5][42] - New housing inventory area decreased both month-on-month and year-on-year, with a de-stocking cycle of 17.4 months [5][38] 2. Land Market Tracking - Total land transaction area across 100 cities was 1,103.8 million square meters, down 8.8% month-on-month and down 26.9% year-on-year [5][64] - Total land transaction price was 552.3 billion, up 195.5% month-on-month and up 49.4% year-on-year [5][70] - The average land price was 5,003.3 yuan per square meter, up 224.1% month-on-month and up 104.3% year-on-year [5][65] 3. Industry Policy Review - Recent policies from various local governments aim to stabilize the real estate market and promote housing consumption [1][98] - Adjustments in housing provident fund policies in Jiangsu and the cessation of certain supportive measures in Liaoning reflect ongoing regulatory changes [1][98] 4. Company Performance and Debt Issuance - The total bond issuance in the real estate sector was 144.9 billion, down 39.4% month-on-month but up 191.0% year-on-year [5][56] - The absolute return of the real estate industry was -3.4%, indicating a decline compared to the previous week [5][48]

上半年广州经济增速达到了3.8%，尽管仍略微低于全国和全省，但是已经走出持续六个季度的U型调 整，透露出许多积极复苏的信息。从更长的趋势看，广州经济回归正常状态已经可以预期，剩下的问题 是何时恢复正常增速、何时回到跟全省和全国大致持平的状态。 经济增速显著，企稳回升信号明确 在汽车产业逐步站稳的支持下，上半年广州规上工业增加值终于结束了持续一年的下行迎来正增长。同 时，全市房地产开发投资也迎来正增长，从一季度的下降10.8%变成上半年增长4.1%，这也是去年以来 全市房地产投资首次转正，在一系列楼市需求支持政策和新增中央专项债的支持下，全市房地产供需两 端同时见底企稳。 在工业和房地产恢复的带动下，上半年广州经济增速达到了3.8%，相比一季度3.0%的增速，恢复程度 明显加快且高于同期全省(从一季度的4.1%到上半年4.2%)和全国(从一季度的5.4%到上半年的5.3%)的数 据。 更积极的信号是当前广州经济增速已经走出了U型调整的趋势:去年一季度广州经济增速3.6%、上半年 增速2.5%、前三季度增速2.0%、全年增速2.1%，再加上今年一季度的3.0%、上半年的3.8%，整体看， 本轮持续六个季度的U型曲 ...

Core Viewpoint - The real estate industry is experiencing a significant decline in sales, with major companies reporting substantial year-on-year decreases in sales figures for July and the first seven months of 2025 [4][5]. Group 1: Sales Performance - In July 2025, the top 10 real estate companies reported total sales of 107.2 billion, with a year-on-year decrease of 15.7% [4] - For the first seven months of 2025, the total sales for the top 10 companies reached 959 billion, reflecting a year-on-year decline of 14.2% [4] - The top 100 real estate companies saw total sales of 226.5 billion in July 2025, down 25.2% year-on-year [4] - Cumulatively, the top 100 companies reported total sales of 2.01 trillion for the first seven months, a decrease of 13.2% year-on-year [4] Group 2: Median Sales Data - The median year-on-year sales change for the top 50 companies in July 2025 was -25.6%, while the median for the first seven months was -10.8% [5] - Among the top 50 companies, 46 reported an average year-on-year sales change of -18.7% in July 2025 [5] - In July 2025, only 5 out of 20 mainstream companies reported positive year-on-year sales growth, with China Jinmao leading at +51% [5] Group 3: Notable Performers - For the first seven months of 2025, China Jinmao reported a cumulative year-on-year sales increase of 23%, while Yuexiu Property and Jianfa Real Estate also showed positive growth [5] - In July 2025, notable performers included China Jinmao and Yuexiu Property, both achieving significant year-on-year sales increases [5]