星标⭐选址960，第一时间收获最新推送 作者 I 江珊 选址960 全文1170字，约需3分钟 2026伊始，深圳前海一幢高层写字楼大幅折价售出。 中集产城于2024年9月正全面启动了"降负债·调结构"的策略。信息显示，除总部大楼外，中集产城还有数项位于深圳的资产对外整售，包括深圳前海国际 中心现楼，涵盖售价约8.5亿元的1.06万平方米独栋办公楼、1.3-4.93亿元的商墅等多种业态。另有中集大成广场太子湾整栋出售，其销售面积约8000平方 米，整栋售价约5.56亿元。 需要指出的是，2025年中集集团还曾两次出手购买中集产城开发的住宅，共耗资约4.57亿元。其中：6月，购入东莞市松山湖高新技术产业开发区青田路8 号中集智荟园188套住宅，总面积9100.75平方米，单价1.8万元/平方米，总价1.64亿元；12月，再次购入中集智荟园188套住宅，总面积约1.63万平方米， 单价1.8万元/平方米，总价2.93亿元。 分析认为，折价销售既折射出一线城市核心地段写字楼的估值重构，也是债务压顶下开发企业的现金流保卫战。禹振飞在中集产城前述乔迁仪式上表 示，"我们将战斗到底"。 上市公司中集集团（000039）1 ...

Core Viewpoint - Country Garden Services (碧桂园服务) announced a share buyback plan, indicating a strategic move to enhance shareholder value through repurchasing shares at a price range of HKD 6.23 to 6.25 per share [1] Group 1 - The company will spend HKD 6.244 million to repurchase 1 million shares [1] - The share buyback is scheduled for January 15, 2026 [1] - Additionally, on January 15, 2025, the company will issue 50,000 new shares due to the exercise of stock options by other eligible participants under the stock option plan adopted on July 9, 2024 [1]

碧桂园服务(06098)发布公告，于2026年1月15日，该公司斥资624.4万港元回购100万股股份，每股回购 价格为6.23-6.25港元;于2025年1月15日根据本公司于2024年7月9日采纳的购股权计划因其他合资格参与 者行使所授予的购股权而配发及发行5万股新股份。 ...

格隆汇1月15日丨碧桂园服务(06098.HK)公告，1月15日耗资624.4万港元回购100万股，每股回购价6.23- 6.25港元。 ...

智通财经APP讯，碧桂园(02007)发布公告，于2026年1月15日，该公司因零息强制性可转换债券获转换 而发行23.06亿股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 碧桂園控股有限公司 (於開曼群島註冊成立之有限公司) 呈交日期： 2026年1月15日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | | 02007 | 說明 | 普通股 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | ...

（来源：谭谈研究） 高盛发布了一篇关于中国房地产市场的分析报告，这篇报告非常详细地分析了中国一二三线城市的房地产现状，还是比较有参考意义的。 首先是商品房销量数据，销售额和销售面积都在下滑。11月，全国商品房销售面积同比下降17%，销售额同比下降25%。这个降幅还是非常夸张的，而且 分化是比较严重的。其实核心一二线城市目前虽然房价在跌，但是成交量同比去年是变化不大的，这个数据意味着众多三四线城市房子的流动性趋近于冻 结。 然后是房价的角度来看，整体还是跌的，结构上来看，各城市新房/二手房跌幅在分化。首先新房的表现是比二手房好的，新房环比只下跌了0.4%，但是 二手房环比下跌0.7%，跌幅都快到新房的两倍了。其次，就是对于一线城市二手房来说，目前表现是最弱的，环比跌幅达到了1.1%，这个数字不仅比新 房高，甚至连二三线城市的二手房也比不过。 | 70个大中城市住宅销售价格指数环比变化（2025年11月） | | | --- | --- | | 新房 | 二手房 | | 平均：-0.4%（10月为 -0.5%） | 平均:-0.7%(与10月持平) | | 一线城市: -0.3% | 一线城市： -1.1%（表现 ...

港股内房股盘初全线走高，金辉控股涨超7%，万科企业涨超4%，碧桂园 、融创中国 、富力地产、雅 乐居集团、龙湖集团涨超3%。 申万宏源认为，我国房地产基本面已经历深度调整，考虑到近期中央要求"着力稳定房地产市场"，并今 年年初央媒《求是》为房地产重磅发声，其中强调地产金融属性、居民资产负债表及建议政策一次性给 足，房地产表态出现积极转变，后续行业政策值得期待。而目前板块配置创历史新低，部分优质企业 PB 估值或绝对市值已处于历史低位，已具备吸引力。 责任编辑：郝欣煜 责任编辑：郝欣煜 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 港股内房股盘初全线走高，金辉控股涨超7%，万科企业涨超4%，碧桂园 、融创中国 、富力地产、雅 乐居集团、龙湖集团涨超3%。 申万宏源认为，我国房地产基本面已经历深度调整，考虑到近期中央要求"着力稳定房地产市场"，并今 年年初央媒《求是》为房地产重磅发声，其中强调地产金融属性、居民资产负债表及建议政策一次性给 足，房地产表态出现积极转变，后续行业政策值得期待。而目前板块配置创历史新低，部分优质企业 ...

Group 1 - Hong Kong property stocks collectively strengthened, with Jin Hui Holdings (09993.HK) rising over 13% [1] - Sunac China (01918.HK) increased by more than 5% [1] - Other companies such as Vanke Enterprises (02202.HK), R&F Properties (02777.HK), and Country Garden (02007.HK) also saw gains [1]

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Among the bonds with discounted transactions, "24 Chanrong 08" had a relatively large deviation in bond valuation price. Among the bonds with rising net prices, "24 Hongjian 01" had a relatively high deviation in valuation price. Among the Tier 2 and perpetual bonds with rising net prices, "24 CCB Tier 2 Capital Bond 02B" had a relatively large deviation in valuation price; among the commercial financial bonds with rising net prices, "25 CEB Bond 02" had a relatively high deviation in valuation price. Among the bonds with a transaction yield higher than 5%, transportation bonds ranked high [2]. - The changes in credit bond valuation yields were mainly distributed in the [-5,0) interval. The transaction terms of non - financial credit bonds were mainly distributed between 2 and 3 years, with the highest proportion of discounted transactions for varieties within 0.5 years; the transaction terms of Tier 2 and perpetual bonds were mainly distributed between 4 and 5 years, with the highest proportion of discounted transactions for varieties within 1 year. By industry, the bonds in the household appliances industry had the largest average deviation in valuation price [2]. Summaries by Related Catalogs Discounted Transaction Tracking - Bonds such as "24 Chanrong 08", "24 Chanrong 06", etc. in the non - bank financial industry had relatively large deviations in valuation price and high valuation yield deviations. "24 Zhonghua 08" in the comprehensive industry and "26 Lanhua MTN001" in the coal industry also had certain deviations in valuation price [3]. Tracking of Bonds with Rising Net Prices - "24 Hongjian 01" in the urban investment industry had a relatively high deviation in valuation price. Many bank - related Tier 2 and perpetual bonds also had positive deviations in valuation price, such as "24 CCB Tier 2 Capital Bond 02B", "24 BOC Tier 2 Capital Bond 02B", etc. [5]. Tracking of Tier 2 and Perpetual Bond Transactions - Bonds of state - owned banks such as "24 CCB Tier 2 Capital Bond 02B", "24 BOC Tier 2 Capital Bond 02B" had relatively large deviations in valuation price. Some bonds of joint - stock banks and city commercial banks also showed certain deviations [7]. Tracking of Commercial Financial Bond Transactions - Bonds like "25 CEB Bond 02", "25 Huishang Bank 01" had small positive deviations in valuation price and relatively stable valuation yields [8]. Tracking of Bonds with Transaction Yield Higher than 5% - Bonds such as "24 Ruimao 02" in the transportation industry and "23 Chanrong 05" in the non - bank financial industry had high transaction yields [9]. Distribution of Credit Bond Transaction Valuation Deviations on the Day - The changes in credit bond valuation yields were mainly distributed in the [-5,0) interval [2]. Distribution of Non - financial Credit Bond Transaction Terms on the Day - The transaction terms of non - financial credit bonds were mainly distributed between 2 and 3 years, and the proportion of discounted transactions for varieties within 0.5 years was the highest [2]. Distribution of Tier 2 and Perpetual Bond Transaction Terms on the Day - The transaction terms of Tier 2 and perpetual bonds were mainly distributed between 4 and 5 years, and the proportion of discounted transactions for varieties within 1 year was the highest [2]. Discounted Transaction Proportion and Transaction Scale of Non - financial Credit Bonds in Each Industry - The bonds in the household appliances industry had the largest average deviation in valuation price [2].