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。 （在香港註冊成立的有限公司） （股份代號：00123） 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 承董事會命 越秀地產股份有限公司 余達峯 公司秘書 香港，二○二五年六月二十七日 於本公告刊發日期，董事會成員包括： 執行董事： 林昭遠（董事長）、朱輝松、江國雄、賀玉平、陳靜及劉艷 非執行董事： 張貽兵及蘇俊杰 獨立非執行董事： 余立發、李家麟、劉漢銓及張建生 债券代码：185965 债券简称：22 穗建 07 广州市城市建设开发有限公司 关于"22穗建07"公司债券赎回结果及2025年提前摘 牌公告 本公司全体董事或具有同等职责的人员保证本公告内容不存在任何虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担相应 的法律责任。 重要内容提示： 广州市城市建设开发有限公司 2022 年面向专业投资者公开发行公司债券(第 四期)(品种一) ...

Group 1 - The core point of the article is that the Yuexiu Yun Cui project is set to launch soon, with significant interest from potential buyers, indicating a strong demand in the real estate market [1][2]. - The project has received over 300 expressions of interest, with 105 units available in the first phase, resulting in a competition of approximately three buyers per unit [2]. - The land for the Yuexiu Yun Cui project was acquired by Yuexiu Property for 1.415 billion RMB, with a floor price of 33,623.6 RMB per square meter, following a competitive bidding process involving multiple major developers [3][5]. Group 2 - The land is classified as Class II residential land, covering an area of 21,010 square meters, with a planned gross floor area of 42,088 square meters and a plot ratio of 2.5 [5]. - The project is located near the previously successful Yuexiu Yun Yue phase one, which has seen a high sales rate of over 90% [7]. - The new project will offer units with areas of approximately 88㎡, 107㎡, and 117㎡, with an expected usage rate of around 120% [8][10]. Group 3 - The anticipated market price for the units is between 58,000 to 65,000 RMB per square meter, with the possibility of surprises at launch [10]. - The project is situated in the Tonghe area, at the intersection of Tianhe and Baiyun districts, close to the under-construction Metro Line 18 and various lifestyle amenities, indicating a mature residential environment [10]. - The development is managed by Guangzhou Hexiu Real Estate Development Co., Ltd., established in May 2025, with a registered capital of 731.5 million RMB [10].

| O | 区域 项目名 | | 未售(套) 已售(套) | 畅销指数 | | --- | --- | --- | --- | --- | | | 龙胡副胡境(观局府) 番JRX | 40 | 584 | 93.59% | | | 白云区 国留云上(嘉云花园) | 66 | 793 | 92.32% | | | 海北部 越秀昌州南TOD(品越华府、品辰华庭) | 132 | 1572 | 92.25% | | | 注册家 越秀珠实城发江湾和樾(安越台) | 38 | 308 | 89.02% | | | 天河区 城投珠 Ⅰ天河壹品(德荟花园) | 199 | 1319 | 86.89% | | | 天河区 保利天瑞(颐畅花园) | 165 | 1059 | 86.52% | | | THE 万科董辅新城(文采花园+文为花园) | 834 | 3364 | 80.13% | | | 治法国区 保利天奕(颁展花园) | 18 | 45 | 77.59% | | | 21518 中旅天震府（天晨颐境苑） | 175 | 544 | 75.66% | | | 南沙区 招商林屿境(林屿院) | 158 | 398 | ...

首席联合电话会 - 周期专场 20250618 摘要 房地产市场呈现优质供给驱动销售的特点，整体销售量受优质供给影响 显著。尽管房企促销手段多样，但难以有效提升非优质产品的销售，市 场企稳回升时间尚不明确。 短期内，房地产板块存在 7 月份潜在博弈机会，预计三季度或有房地产 政策出台，并可能与其他金融政策配合。推荐关注绿城中国、越秀地产、 建发和滨江等估值偏低的优质标的。 2025 年 5 月基建投资增速放缓，财政支出对基建支持有限，专项债发 行进度滞后但全年额度预计用完，特别国债开始发行。下半年专项债应 用将带来工作量提升。 顺周期标的如鸿路钢构、金工、中国巨石、雨虹防水和三棵树估值已达 安全水平，可左侧布局。央企如中国建筑、隧道股份、四川路桥及水泥 企业塔牌集团、海螺水泥、华新水泥可作为配置选择。 有色金属板块中，贵金属方面长期看好黄金，短期宏观风险或致金价震 荡，关注紫金矿业、湖南黄金及山东黄金。工业金属方面，铜铝价格震 荡，关注五矿资源及宏发股份的扩产速度。 Q&A 房地产市场的当前状况如何？未来的投资机会在哪里？ 从基本面来看，房地产市场仍然由供给驱动。我们在重庆、成都、深圳和广州 等城市的调研显示 ...

来源：环球网 越秀地产中西部区域用好值、好住的好房子开启越秀630好房狂欢节，6月23日至30日，中西部区域7省 10城红盘联动，共绘城市美好生活。 好房子是一场与城市共同生长的和鸣 从长江经济带到成渝双城圈，从城市更新到TOD模式，越秀地产中西部区域选择将根脉扎进中西部七 省十城的土地之上，与城共生，持续探索着空间的可能。越秀地产中西部区域深入每一寸土地，通过一 个个空间去建立城市与在地居民的深度链接，不断以在地价值与生活方式的升维兑现城市共生的承诺。 其选择背后的逻辑，是源于对土地敬畏与价值潜能的研判。越秀地产中西部区域深知，城市是丰饶的生 命体，有她独特的生长脉络。进驻，不仅仅因为市场机遇，更是因为在这些承载着厚重历史与现代希冀 的城市里，他们看到了与自身基因契合的成长空间，一种共建未来的责任召唤。作为国企，越秀地产中 西部区域的使命不再是简单的开发，更是将真正的好房子带到每一座相遇的城市，成为城市生长力量的 国企担当。 好房子从另一面看见土地的价值 越秀地产中西部区域始终以读懂城市为锚点，聚焦于那些承载城市进阶方向与发展潜力的价值片区。这 里的"价值"，不仅在于土地的价格标签，更在于他们将土地所能释放 ...

6月26日，成都1宗武侯区涉宅用地出让，土地出让面积11915.76㎡，规划建筑面积29789㎡，容积率2， 起始楼面价16100元/㎡，起始总价约4.8亿元。该地块吸引了越秀、绿城、澳南等6家房企参与竞价，最 终由澳南以楼面价19200元/㎡竞得，折合总价约5.72亿元，溢价率19.25%。(人民财讯) ...

它位于世界会客厅的核心区位、它是100米摩天住宅、它没有配建中小户型和保障房要求——起拍价8.65万的北外滩纯住宅地块，将于一个月后开拍。它 会创造怎样的新高度？点火倒计时已经开始。 01 100米摩天住宅 这幅地块原代号HK315-08，调整后是HK315-11，详见下图。 原来要盖220米商住办地标，容积率6.2，现在调整为限高100米、占地19441㎡、容积率2.63，建筑面积达5.1万多㎡的纯住宅地块，且无中小套型占比要 求。 除此外，最新控制性详规还在地块西南的绿廊地带新添了二层连廊设施。 HK315-11地块航拍实景： 02 硬核地段 世界会客厅之芯 这幅纯宅地块位于东至丹徒路，南至东余杭路，西至高阳路，北至周家嘴路（北横通道）。 地块南向就是绿地和开放广场，视野正对北外滩6公顷中央绿轴。 再向南是正在建设中的浦西第一高楼，480米的北外滩中心，以及集30栋奢侈品旗舰店和超高层总部办公楼于一身的上海华贸中心。 地块向北隔周家嘴路相望的，是去年底上市的碧云北外滩尊邸。 地块区位示意图 北外滩中心效果图 上海华贸中心效果图 除此外，还有友邦大剧院、北外滩来福士广场、金茂时尚生活中心……可见这里的生活视 ...

Core Insights - The event "Good House · New Nansha" highlighted the evolving market logic in the real estate sector, emphasizing the increasing diversification of consumer demands for living quality and a more rational evaluation of projects [2][4][5] - The gathering of industry leaders and experts aimed to explore the characteristics, advantages, and development prospects of high-quality housing in Nansha under the backdrop of Bay Area development opportunities [2][4] Group 1: Event Overview - The event was organized by the Guangzhou Real Estate Industry Association and featured over 30 guests, including industry leaders, experts, and media representatives [2][4] - Participants conducted site visits to key projects such as Yuexiu · Binhai Huacheng and Yuexiu · Tianyue Yunqi, gaining insights into project planning, product design, and community development [4][5] Group 2: Market Dynamics - The real estate market in Nansha is experiencing a significant transformation, with a net population increase of 110,000 from April 2024 to May 2025, bringing the total population to 1.3 million, which supports high-quality market development [9][10] - The market is characterized by a shift towards high-quality, high-value products, with a focus on mature supporting facilities and services for residents [10][11] Group 3: Industry Collaboration - The collaboration between Yuexiu Real Estate and HeFu HuiHuang Group has garnered attention for its successful outcomes, showcasing innovative operational thinking that integrates living and operational aspects into projects [15][17] - The event facilitated a platform for deep dialogue among government, enterprises, and media, enhancing understanding of the "good house" concept and promoting a consensus on building a high-quality living circle in Nansha [7][20] Group 4: Future Outlook - Experts noted that Nansha's strategic position as a national-level new area and free trade pilot zone, combined with ongoing policy benefits, provides a solid foundation for the real estate market [19][20] - The market is expected to see continued positive trends, driven by strong industrial integration, population aggregation, and accelerated infrastructure development [20][23]

Core Viewpoint - The article discusses the introduction of the "China Good House" evaluation by CRIC, emphasizing the importance of safety, comfort, green living, smart technology, and community environment in residential projects, aligning with national policies to promote quality housing [12][13]. Group 1: Introduction of "China Good House" Evaluation - The "China Good House" evaluation was added to the CRIC Product Power 100, with the first awards announced on June 24, 2025 [12][13]. - The evaluation criteria include expert scoring and project sales performance, reflecting market acceptance [12]. Group 2: Key Standards for "Good Houses" - The government defines "good houses" based on four major standards: safety, comfort, green living, and smart technology [12]. - The Ministry of Housing and Urban-Rural Development has implemented national standards for residential projects, making the concept of "good houses" more tangible and enforceable [12]. Group 3: Award-Winning Projects - Several projects received awards in various categories, including: - **Safety Performance**: New Hope's D10 Black Pearl in Wuhan, featuring a comprehensive security management system [14]. - **Comfortable Living**: Poly Haishangyin in Shanghai, designed for high-quality living with efficient space utilization [14]. - **Green Low-Carbon**: China Railway's Expo Cloud in Shanghai, designed for near-zero energy consumption [15]. - **Smart Technology**: Green Town's Zhenyuan in Yuyao, showcasing a fully integrated smart home system [15]. - **Community Environment**: China Merchants' Suzhou project, featuring a tranquil community environment with innovative design [16]. Group 4: Evaluation Process - The evaluation process consisted of two phases: initial selection by industry experts and a public voting phase conducted from June 17 to 23 [16][17]. - The expert evaluation included presentations from shortlisted projects, focusing on the five key aspects of safety, comfort, green living, smart technology, and community environment [16].

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。 （在香港註冊成立的有限公司） （股份代號：00123） 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 承董事會命 越秀地產股份有限公司 余達峯 公司秘書 香港，二○二五年六月二十五日 於本公告刊發日期，董事會成員包括： 執行董事： 林昭遠（董事長）、朱輝松、江國雄、賀玉平、陳靜及劉艷 关于"22 穗建 03"公司债券转售实施结果公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 一、本期债券回售登记情况 非執行董事： 張貽兵及蘇俊杰 獨立非執行董事： 余立發、李家麟、劉漢銓及張建生 债券代码：185772 债券简称：22 穗建 03 广州市城市建设开发有限公司 1、债券代码：185772 2、债券简称：22 穗建 03 3、回售登记期：2025 年 4 ...