房地产调控

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城建发展: 城建发展2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-29 09:25
非经常性损益项目 金额 (如 适用) 非流动性资产处置损益,包括已计提资产减值准备的冲销部分 -286,931.13 计入当期损益的政府补助,但与公司正常经营业务密切相关、符合国家政 策规定、按照确定的标准享有、对公司损益产生持续影响的政府补助除外 除同公司正常经营业务相关的有效套期保值业务外,非金融企业持有金融 资产和金融负债产生的公允价值变动损益以及处置金融资产和金融负债 82,484,032.00 产生的损益 计入当期损益的对非金融企业收取的资金占用费 71,964,743.58 委托他人投资或管理资产的损益 对外委托贷款取得的损益 因不可抗力因素,如遭受自然灾害而产生的各项资产损失 北京城建投资发展股份有限公司2025 年半年度报告 单独进行减值测试的应收款项减值准备转回 企业取得子公司、联营企业及合营企业的投资成本小于取得投资时应享有 被投资单位可辨认净资产公允价值产生的收益 同一控制下企业合并产生的子公司期初至合并日的当期净损益 非货币性资产交换损益 债务重组损益 企业因相关经营活动不再持续而发生的一次性费用,如安置职工的支出等 因税收、会计等法律、法规的调整对当期损益产生的一次性影响 因取消、修 ...
ST景谷(600265) - 2025年第二季度主要经营数据公告
2025-08-27 08:17
云南景谷林业股份有限公司 证券代码:600265 证券简称:ST 景谷 公告编号:2025-072 | 人造板产品(立方米) | | 59,682.70 | | | 105,801.81 | -43.59 | | --- | --- | --- | --- | --- | --- | --- | | 主要产品 林化产品(吨) | 2025 | 年 4-6 | 月 | 年 月 2024 4-6 | 188.64 | 变动比例(%) -100.00 | 2025 年第二季度主要经营数据公告 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。 云南景谷林业股份有限公司(以下简称"公司")根据《上海证券交易所股 票上市规则》《上海证券交易所上市公司自律监管指引第3号——行业信息披露》 等规则要求,现将2025年第二季度主要经营数据(未经审计)披露如下: 一、主要产品产量及同比增减情况 二、主要产品销量及同比增减情况 | 主要产品 | 2025 | 年 4-6 | 月 | 2024 | 年 月 4-6 | 变动比例(%) | | --- | ...
上海外环外购房不限套数
Mei Ri Jing Ji Xin Wen· 2025-08-25 15:30
Core Viewpoint - Shanghai's recent policy adjustments, referred to as "沪六条," aim to optimize the real estate market by relaxing housing purchase restrictions and enhancing housing fund policies, indicating a proactive approach to stabilize the market [1][3]. Group 1: Policy Adjustments - The new regulations allow eligible families to purchase an unlimited number of homes outside the outer ring of Shanghai, while limiting purchases to two homes within the inner ring [4][5]. - The policy also supports single adults under the same housing purchase restrictions as families, expanding access to the housing market [3][4]. Group 2: Housing Fund Enhancements - The maximum loan amount for personal housing funds has been increased, with first-time homebuyers now eligible for up to 1.84 million yuan, and families with multiple children can receive up to 2.16 million yuan [5][6]. - The new rules allow for the simultaneous withdrawal and loan of housing funds, further lowering the barriers to home purchases [6][7]. Group 3: Credit Policy Optimization - The differentiation in interest rates between first and second homes has been eliminated, which is expected to reduce repayment pressure for buyers looking to upgrade their housing [7][8]. - The policy also includes tax exemptions for eligible non-local families purchasing their first home, with specific deductions for subsequent purchases based on total housing area [8]. Group 4: Market Impact - The new policies are anticipated to stimulate market activity, particularly in the outer ring areas where inventory levels are high, with 80% of the stock located there [5][9]. - Recent market data shows a decline in transactions, with a 38.6% drop in residential sales in July, highlighting the need for these policy changes to invigorate the market [9][10]. - Experts predict that the upcoming "golden September and silver October" sales period will benefit from these favorable policies, encouraging developers to adjust their strategies accordingly [10].
上海楼市调控瞄准外环外 开发商立即推“今夜不打烊”、中介抢客
Xin Jing Bao· 2025-08-25 10:56
Core Viewpoint - Shanghai has implemented a new set of real estate policies aimed at optimizing housing purchase conditions, which is expected to stimulate the local real estate market and improve transaction volumes during the upcoming sales season [1][2][8]. Policy Adjustments - The new policies include significant changes to purchase limits, allowing both local and eligible non-local residents to buy unlimited properties outside the outer ring of Shanghai [2][4]. - Single individuals are now treated as families under the housing purchase policy, effectively increasing their purchasing power [3][4]. Housing Loan and Financial Adjustments - The new regulations eliminate the distinction between first and second home loan interest rates, reducing the interest rate from 3.45% to 3.05%, which lowers monthly payments by 220 yuan for a 1 million yuan loan [6][7]. - The maximum loan amount for housing provident fund has been increased by 15% for buyers of new green buildings, which constitute about 60% of new homes in Shanghai [6][8]. Market Response and Expectations - Following the announcement, real estate developers and agents quickly mobilized to attract potential buyers, indicating a positive market reaction [1][2]. - Analysts believe that the combination of these policies will help alleviate inventory pressure in the outer ring areas and enhance overall market stability [2][8]. Market Performance Indicators - In the first half of the year, Shanghai's real estate market showed signs of recovery, with a 17% year-on-year increase in transaction volume, reaching a total of 1.311 million square meters [8][10]. - The new policies are expected to further boost sales during the traditional peak season of "Golden September and Silver October" [9][10].
外国人买房须当地政府批准!韩国政府紧急出台楼市新政的背后
Di Yi Cai Jing· 2025-08-22 09:35
Core Insights - The South Korean government is implementing new regulations to restrict foreign purchases of residential properties in response to rising housing prices in the Seoul area [2][4][6] - The number of foreign investors purchasing real estate in South Korea has increased significantly, with a reported 17,500 foreign buyers in the previous year, marking an 11.9% increase from 15,100 in 2023 [4][6] - The new regulations classify certain areas as "foreign land transaction permission zones," requiring foreign individuals and entities to obtain local government approval for residential purchases over 6 square meters [2][4] Regulatory Changes - The new rules will take effect on August 26 and will last for one year, mandating that foreign buyers must occupy the property within four months and reside there for at least two years [2][4] - Violations of these regulations could result in fines up to 10% of the property price and potential cancellation of transaction permits [2][4] - The regulations cover various types of residential properties but exclude non-transactional acquisitions such as office buildings, inheritances, gifts, and auctions [2][4] Market Dynamics - The influx of foreign investors has been a significant factor in driving up housing prices, with the number of housing transactions by foreigners in the capital region rising from 4,568 in 2022 to 6,363 in 2023, and further to 7,296 in the following year [4][5] - The government is also tightening loan regulations for domestic buyers, limiting mortgage amounts to 600 million KRW (approximately 318,000 RMB) to curb speculative buying [5][6] - The real estate market in South Korea has experienced significant fluctuations, with prices soaring over 40% from 2020 to 2021, followed by a decline of 18.63% in 2023 [7][8] Future Outlook - There are signs of a potential rebound in the housing market, with a slight increase in the housing price index observed in mid-2024, particularly in Seoul [8] - The gap between housing prices in Seoul and non-Seoul areas is widening, raising concerns about long-term market stability [9]
韩商业银行个人贷款门槛创新高
Shang Wu Bu Wang Zhan· 2025-08-21 17:19
Core Insights - The average credit score of personal loan borrowers from South Korea's five major commercial banks has reached a historic high due to strict government regulations [1] - The government implemented stringent loan restrictions on June 27, requiring banks to cut personal loan volumes to half of their original targets for the second half of the year [1] - As a result of tightened loan standards, low-credit individuals have been excluded from the formal financial system, leading to an increase in illegal lending, with 61,000 people turning to such markets last year [1] Loan Growth Trends - Despite the regulatory environment, the growth rate of personal loan balances at the five major banks accelerated again in August, reaching 760.8845 trillion won as of August 7, an increase of 1.9111 trillion won from the end of July [1] - The increase in housing mortgage loans accounted for 579.6 billion won, while credit loans rose by 1.0693 trillion won, driving the overall growth [1] - If the current trend continues, the increment in personal loans this month may reach the highest level since August of the previous year [1]
楼市早餐荟 | 国家统计局:7月一线城市新房价格同比降幅较上月收窄0.3个百分点;华发股份上半年归母净利润1.72亿元
Bei Jing Shang Bao· 2025-08-18 01:30
Group 1: Real Estate Market Trends - In July, the new housing prices in first-tier cities decreased by 1.1% year-on-year, with the decline narrowing by 0.3 percentage points compared to the previous month [1] - Second and third-tier cities saw new housing prices drop by 2.8% and 4.2% year-on-year, with declines narrowing by 0.2 and 0.4 percentage points respectively [1] Group 2: Policy Adjustments in Hainan - Hainan's government encourages cities with high inventory of commercial housing to prioritize "purchase instead of construction" methods for housing arrangements [2] - The government aims to support the revitalization of existing real estate through various policy tools, including special bonds and public fund returns [2] - Policies for converting commercial land and office buildings into residential and rental housing have been clarified to enhance awareness [2] Group 3: Company Financials - Vanke's subsidiary, Dongguan Wanwei Supply Chain Co., applied for a loan of 95.5 million yuan, secured by 100% equity of the subsidiary [3] - R&F Properties reported sales of 1.03 billion yuan in July, with a sales area of approximately 84,800 square meters [4] - Huafa Co. reported a net profit attributable to shareholders of 172 million yuan for the first half of 2025, a significant decrease of 86.41% year-on-year [5]
海南:鼓励商品住房去化期高的市县优先采用“以购代建”方式安置
Bei Ke Cai Jing· 2025-08-15 08:10
新京报贝壳财经讯 8月15日,海南省住房和城乡建设厅官网发布《关于进一步优化调整有关调控政策的 通知》(简称"《通知》")。上述《通知》主要从供给和需求两方面进行优化调整。在供给端,多渠道 支持盘活存量房地产用地和用房:一方面加大资金支持力度,鼓励地方政府收购存量商品房用于保障性 相关住房,另一方面对符合相关条件的商服用地"商改住"和商办用房转安居房、租赁住房予以政策支持 等。在需求端,多方面释放并满足引进人才和本地居民家庭住房需要:取消普通住宅和非普通住宅标 准、支持多孩家庭购房、支持居民换购改善住房、支持引进人才申领购房及住房租赁补贴等。 在支持盘活存量房地产用地和用房方面,《通知》提出,一是加大专项债、公积金增值收益等政策工具 支持力度,对收购存量商品房用作保障性住房、公共租赁住房以及保障性租赁住房等方面提出有关支持 政策。二是对《关于盘活存量商服用地和商办用房的意见》中,商服用地"商改住"和商办用房转安居 房、租赁住房等政策予以明确,扩大政策知晓面。三是鼓励商品住房去化期高的市县,在城市更新实施 中优先采用房票安置或"以购代建"方式安置。 此外,在加大财税、金融支持力度方面,《通知》显示,一是落实《关 ...
180°政策大转弯!中国楼市迎来历史性转折点
Sou Hu Cai Jing· 2025-08-11 11:39
Core Insights - A significant transformation in China's real estate sector is underway, marked by a shift in policy focus from demand control to inventory reduction and high-quality development [1][3][4] Policy Changes - Comprehensive relaxation of purchase restrictions has been implemented, with cities like Chengdu, Xi'an, and Hangzhou easing residency requirements, and major cities like Beijing and Shanghai optimizing mortgage policies [3][4] - Downward adjustments in down payment ratios for first-time and second-time homebuyers have been observed, with some cities reducing the first-time home down payment to 15% [3][4] - The loan interest rates have reached historical lows, with the 5-year LPR at 3.50% and public housing loan rates as low as 2.60% [3][4] Tax Incentives - The new tax policies include significant reductions in transaction taxes, with the tax rate for homes under 140 square meters increased to 1% and exemptions for capital gains tax on properties held for over two years [3][4] Inventory Management - A special bond of 4.4 trillion yuan has been allocated to support the acquisition of housing for public welfare and urban village renovations, providing a new channel for inventory reduction [4] - Local governments are actively purchasing newly built homes under 90 square meters in first and second-tier cities to convert them into affordable housing [4] Market Dynamics - The market is experiencing a divergence in recovery, with first-tier cities showing a faster rebound compared to third-tier cities, which are facing prolonged inventory clearance periods [6] - The demand for larger homes is increasing, and a "quality revolution" is emerging, with new standards for residential quality being introduced [6] Consumer Behavior - Families are advised to focus on high-quality properties in core urban areas while avoiding older, poorly equipped homes in suburban regions [8] - The transformation in the real estate sector is not just a numerical adjustment but is fundamentally linked to the housing aspirations of ordinary families [8]
重要:8月开启,房地产调控正在完成180°的全面大转弯
Sou Hu Cai Jing· 2025-08-07 08:16
2025年,中国房地产市场经历了一场深刻的变革。 长期以来持续高涨的房价和日益严峻的市场风险,最终迫使政府在8月实施了一系列史无前例的政策大转 弯,其根本原因在于严重的供需失衡以及房地产行业的系统性风险。 首先,限购政策全面松绑。 成都、西安、杭州等热门二线城市彻底取消了买房限制,并同步放宽落户条件以吸引更多购房者。 北京、上海等一线城市也大 幅放宽了限购政策,例如北京优化了"认房认贷"的范围。 其次,买房门槛大幅降低。 多个城市将首套房首付比例降至20%以下,二套房首付比例也相应下调;重庆、长沙等地还缩小了商业贷款的认定区域。 与此 同时,房贷利率创下历史新低:5年期以上LPR降至3.50%,公积金首贷利率更是低至2.60%,为购房者节省了巨额成本。 数据显示,截至2025年6月,全国商品房待售面积已达到惊人的6.8亿平方米,其中70%以上集中在三四线城市,堆积如山的房屋库存已成为压垮市场的最后 一根稻草。 这背后是城镇化进程的放缓:城镇化率已超过65%,但增速却从2015年的1.2%骤降至去年的0.5%,意味着新增住房需求大幅萎缩,曾经的"缺房 时代"彻底终结。供过于求的局面日益严峻,直接导致了多家大型房 ...