本报记者 李凯旋 北京报道 近两年，微度假式的社区业态火热，成为许多人过节的首选目的地。《华夏时报》记者走访时看到，春 节期间，北京的特色社区也成了许多市民的游玩地。其中，位于京西的檀谷则是把年味搬进了山里，让 市民可以体验"住、吃、玩"一条龙活动，带来便捷的游玩体验。 值得关注的是，近期，檀谷刚被评定为国家AAA级旅游景区，完成了从业主家园到游客景区的嬗变。 檀谷开发商及运营商京投发展股份有限公司（下称"京投发展"，600683.SH）方面表示，未来房企的竞 争将集中于如何为消费者提供情感价值、生态价值与社群价值，实现了从供给"居住空间"到营造"生活 方式"的系统性升级。 西山社区年味浓 《华夏时报》记者看到，檀谷被大山环绕，整个社区为木质色调的庭院式设计。春节期间，檀谷的树木 上和街道上均布置了彩灯等艺术装置，年味浓郁。据悉，檀谷在假期举办了多项新春活动，市民可以在 檀谷完成住、吃、玩"一条龙"活动。 其中，"慢闪公园"是檀谷的心脏。春节期间，檀谷在"慢闪广场"设置了"山谷有神马"艺术装置，市民可 以在马年摸"神马"，与吉祥神兽拍照留影。在大年初一，檀谷迎来一只空降山谷的瑞狮，社区举行了一 场巡游表演。 ...

Investment Rating - The industry rating is optimistic, expecting overall returns to exceed the CSI 300 Index by more than 5% in the next six months [11] Core Insights - As of February 12, 2026, banks in Guangdong have provided credit for 1,929 "white list" projects amounting to 1.21 trillion yuan, with a disbursed amount of 911.9 billion yuan, leading the nation in project count, credit amount, and disbursed funds [5] - The real estate sector saw a mixed performance, with the Shanghai and Shenzhen stock indices rising by 0.05% and 0.51% respectively, while the Shenwan Real Estate Index fell by 0.68% [3] - Notable individual stock performances included Hefei Urban Construction and Jingji Zhino, which rose by 10.03% and 3.50% respectively, while Shahe Co. and Jingtou Development saw declines of -5.14% and -3.88% [4] Market Trends - The report highlights the ongoing support from financial institutions in Guangdong, which is part of a broader strategy to mitigate risks in the real estate sector and implement the "white list" and "financial sixteen measures" policies [5] - The introduction of new residential projects in Zhuhai, with a total investment of 3.427 billion yuan, aims to set benchmarks for smart residential designs [6]

| | | | 2026年1月 ]头沟区 商品住宅项目网签金额排名 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | 公众号:销冠100 (2026.1.1-2026.1.31) | | | | | No. | 项目名称 | 网签章数 | 庫棋 | 均价 | 金额1 | | | | | (套) | ( 元 m2 ) | (万/m2) | (亿) | | | 1 | 长安华曦府金安 | 157 | 1.51 | 4.44 | 6.70 | | | 2 | 京投发展檀谷 | 4 | 0.07 | 4.17 | 0.28 | 刘建2 | | 3 | 泷悦玖宸 | 3 | 0.11 | 2.06 | 0.24 | | | 4 | 雅居乐富春山居 | 4 | 0.07 | 3.02 | 0.20 | | | 5 | 中建长安麓院 | 4 | 0.05 | 3.78 | 0.18 | SMEE | | 6 | 华萃西山 | 3 | 0.04 | 3.71 | 0.14 | 十二次 | | 7 | 西山相府 | 2 | 0.03 | 4.26 | | | ...

Core Insights - The article highlights that Zhongjian Zhenyuanfu, managed by Xu Ying, achieved the highest net signing amount for residential projects in the suburban areas of Beijing in January 2026, totaling 0.7 billion yuan [1][3]. Group 1: Company Performance - Zhongjian Zhenyuanfu ranked first in net signing amounts among residential projects in the suburban areas, with a total of 22 contracts signed and an area of 0.23 million square meters at an average price of 2.99 million yuan per square meter [3]. - The second-ranked project, Guoxiangyu, also had 22 contracts signed, covering 0.25 million square meters at an average price of 2.55 million yuan per square meter, with a total signing amount of 0.65 billion yuan [3]. Group 2: Market Context - The data indicates a competitive market for residential projects in the suburban areas, with multiple projects achieving significant signing amounts, such as Vanke Funong Town with 12 contracts and a total signing amount of 0.44 billion yuan [3]. - The article suggests that the performance of Zhongjian Zhenyuanfu may reflect broader trends in the real estate market, particularly in suburban regions, where demand for residential properties remains strong [1].

Investment Rating - The report maintains a "Positive" investment rating for the real estate industry [6] Core Viewpoints - The report presents a contrarian view, suggesting that while there is market anticipation for a cyclical turning point due to recent price stabilization and reduced listings in core cities, further observation is necessary. Key cities like Shanghai and Shenzhen still face significant pressure, and the recent market improvements are attributed to specific factors such as seasonal demand shifts and policy expectations [2][3] - The government’s policy direction remains focused on risk prevention, safeguarding livelihoods, and reducing financialization in the real estate sector. Despite expectations for a major policy shift, the report indicates that the fundamental approach has not changed significantly [3] - The report highlights that the real estate sector has shown stronger performance than the broader market, driven by policy easing expectations and improvements in core city markets. It suggests that investors should actively participate in the sector, especially in the short term, while remaining cautious about long-term fundamentals [5] Market Performance - The A/H real estate sector has outperformed the market, with A-shares showing a weekly excess return of 1.34% against the CSI 300 index [11] - In the A-share market, stocks like JingTuo Development led gains with a weekly increase of 23.72% [17] - The Hong Kong property sector indices have also outperformed the Hang Seng Index, with notable gains in companies like Contemporary Land [15][18] Second-hand Housing Weekly Tracking - There has been a marginal improvement in listing prices in major cities, with Shanghai showing a rebound of 0.2% since January 18, 2026 [20] - The listing volume in first-tier cities has decreased significantly, with Shanghai experiencing a year-on-year decline of 20.08%, while Shenzhen saw an increase of 107.38% [24] - As the Spring Festival approaches, transaction volumes in major cities have turned negative, with declines of 26.54% in Guangzhou and 27.61% in Shenzhen [38] New Housing Weekly Tracking - The market is entering a "pre-holiday silence" period, with overall transaction volumes in the top ten cities declining by 14%, although Shanghai's new home transactions increased by 23% [56] - Total inventory has slightly decreased, with first-tier cities showing a more significant reduction. The average de-stocking period has lengthened seasonally, particularly in second-tier cities [58]

Group 1 - The company, Jingtou Development, announced the appointment of Lv Gaofeng and Feng Jie as vice presidents [1] - The board meeting to approve the appointments is scheduled for February 11, 2026 [1] - The term of the new appointments will last until the end of the twelfth board's term [1]

证券代码：600683 证券简称：京投发展 公告编号：临2026-012 京投发展股份有限公司 关于聘任公司高级管理人员的公告 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法律责任。 2026 年 2 月 11 日 1 附件：简历 吕高峰，男，1970 年 1 月生，研究生学历，工学博士，正高级工程师，中 共党员。1993 年 7 月至 2001 年 6 月，历任铁道部第十四工程局第四工程处京九 铁路指挥部助理工程师、宁波工程项目部工程师兼总工、京沪高速公路项目部副 指挥、工程项目管理部副指挥兼工程师、乍嘉苏高速公路项目经理部副经理；2001 年 6 月至 2005 年 9 月，历任中铁十四局第四工程处第十一分公司经理兼工程师、 萧黄铁路工程项目经理部经理兼工程师；2005 年 9 月至 2021 年 12 月，历任北 京市轨道交通建设管理有限公司地铁十号线项目管理处奥运支线监管部工程部 副部长、地铁六号线项目管理处工程部部长、地铁十四号线项目管理公司副总经 理、博士后研究工作、第一项目管理中心副总经理、第五项目管理中心副总经理、 期 ...

京投发展股份有限公司 2026 年第二次临时股东会 （总第125 次） 会议资料 中国 北京 二Ｏ二六年二月二十六日 1 2、关于公司面向专业投资者非公开发行公司债券方案的议案 京投发展股份有限公司 2026 年第二次临时股东会 (总第 125 次)会议议程与议案表决办法 一、会议召集人：京投发展股份有限公司董事会 二、会议召开时间： （1）现场会议时间：2026年2月26日（星期四）下午14:00 （2）网络投票时间：采用上海证券交易所网络投票系统，通过交易系统投 票平台的投票时间为股东会召开当日的交易时间段，即9:15-9:25,9:30-11:30， 13:00-15:00；通过互联网投票平台的投票时间为股东会召开当日的9:15-15:00。 三、会议地点：北京市朝阳区建国门外大街2号银泰中心C座17层会议室 四、会议表决方式：会议采用现场投票和网络投票相结合的表决方式 五、会议审议事项： 1、关于公司符合面向专业投资者非公开发行公司债券条件的议案 3、关于提请股东会授权董事会及董事会授权人士全权办理本次面向专业投 资者非公开发行公司债券相关事项的议案 4、关于申请注册和发行非金融企业债务融资工具的议案 ...

Group 1 - The company, Jingtou Development, announced the appointment of two new vice presidents, Lv Gaofeng and Feng Jie, to meet operational management needs [1] - The board of directors approved the appointments with a unanimous vote of 9 in favor, 0 against, and 0 abstentions [1] - The term of the new vice presidents will last until the end of the 12th board of directors' term, and their compensation will follow the company's established salary scheme [1]

Market Overview - The market opened high with the Shanghai Composite Index rising over 1% and the Shenzhen Component Index increasing over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.25 trillion, an increase of 103.8 billion compared to the previous trading day [1] - Over 4,600 stocks in the market experienced gains, with short dramas, chemicals, and photovoltaic sectors leading the rise [1] Company Developments - Jinhui Co., Ltd. plans to acquire 100% equity of Fusheng Mining for 210 million, which has a gold mining right with an annual production capacity of 50,000 tons [2] - Hainan Mining is planning to acquire 69.9% equity of Fengrui Fluorine Industry through a combination of share issuance and cash payment, aiming to expand its fluorite mining business [3] External Market - The US stock market saw all three major indices close higher, with Oracle rising over 9% and other tech giants like Microsoft and Nvidia also showing significant gains [4] - Precious metals and non-ferrous metals sectors performed well, with Vista Gold increasing over 14% and Hut8 rising over 7% [4]