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523亿元!全国总价新地王诞生,这家上海“隐秘地主”现身
Bei Ke Cai Jing· 2025-06-04 14:08
523.03亿元的总成交价,令上海徐汇区诞生了全国总价地王。 近日,最后一宗地块的顺利成交,标志着上海徐汇东安新村旧改项目3宗地块(即新晋全国总价地王) 已经以协议出让的方式全部收入上海地产集团(下称"上海地产")"锦囊"之中。 据企业官网显示,上海地产成立于2002年,是经上海市人民政府批准成立的国有独资企业集团公司,注 册资本300亿元;截至2023年底,集团资产总额超4200亿元,共有各级次控股企业近300家、参股企业 100余家。 打开这一"锦囊",会震惊地发现,今年截至目前,上海地产已斥资804.8亿元(全口径)以协议出让方 式拿下13宗地块,是上海真正的"最大地主"。 作为上海隐秘的"地主",上海地产集团有何来历?其运营模式是怎样的?盈利状况又如何? 作为国有功能性企业集团,上海地产致力于打造成为上海最重要的城市更新平台,业务包括区域更 新、"两旧一村"改造、生态环境建设、保障房及租赁住房建设运营管理、美丽乡村建设、黄浦江码头岸 线投资建设运营管理等。 上海"存量地主" 位于上海徐汇区核心地段的东安新村始建于二十世纪五六十年代,2024年初,东安片区旧城区改建项目 启动,这是上海史上最大单地块一次 ...
中央财政将出资超200亿,支持20城“旧貌换新颜”
Nan Fang Du Shi Bao· 2025-06-04 14:01
未来几年,中央财政计划补助超过200亿元,支持这20个城市实施城市更新行动,探索建立可持续的城 市更新机制,补齐城市基础设施的短板弱项。 南都讯记者杨文君发自北京财政部4日公示2025年城市更新行动评审结果,北京、天津、唐山、包头、 大连、哈尔滨、苏州、温州、芜湖、厦门、济南、郑州、宜昌、长沙、广州、海口、宜宾、兰州、西 宁、乌鲁木齐等20个城市入围。 中央财政按区域对实施城市更新行动城市给予定额补助。其中:东部地区每个城市补助总额不超过8亿 元,中部地区每个城市不超过10亿元,西部地区每个城市不超过12亿元,直辖市每个城市不超过12亿 元。资金根据工作推进情况分年拨付到位。 从支持方向来看,中央财政资金支持城市更新的样板项目建设和机制建设两个方向。城市更新重点样板 项目包括四类:一是城市供排水、燃气、供热等城市地下管网更新改造和经济集约型综合管廊建设;二 是城市生活污水处理"厂网一体"、城市生活污水管网全覆盖样板区建设等;三是生活垃圾分类处理、建 筑垃圾治理、综合杆箱、危旧桥梁、机械停车设施等市政基础设施提升改造;四是历史文化街区、老旧 片区、绿地开放共享等既有片区更新改造,注重文化、旅游、餐饮、休闲娱乐等 ...
财联社6月4日晚间新闻精选
news flash· 2025-06-04 13:45
1、工信部部署推动 人工智能产业发展和赋能新型工业化,统筹布局通用大模型和行业专用大模型,注 重软硬件适配,加快建立高质量行业数据集,提升重点产品装备的智能化水平。2、香港证监会正考虑 为专业投资者引入虚拟 资产衍生品交易,鼓励本地和国际企业探索虚拟资产技术的创新及应用。3、国 家能源局组织开展新型电力系统建设第一批试点工作,统筹地区存量及增量数据中心绿电需求和新能源 资源条件,协同规划布局算力与电力项目。4、财政部、住房城乡建设部组织开展了2025年度中央财政 支持实施城市更新行动评选,拟支持北京、天津等20城实施城市更新行动。5、 金山办公:继续聘任雷 军为公司名誉董事长。 科兴制药:控股股东科益医药拟减持不超3%公司股份。3连板 中衡设计:公 司"低空经济"、"商业航天"相关项目设计收入占比较小。7天5板 乐惠国际:公司鲜啤业务占比较小 尚 处于亏损阶段。5天4板 合兴股份:部分董监高人员在本次股票交易异常波动期间根据减持计划减持15.3 万股公司股票。 万泰生物:公司九价HPV疫苗上市许可申请获得批准。 ...
【财闻联播】重大突破!首个国产九价HPV疫苗获批上市!香港恒生银行劫案疑犯落网
券商中国· 2025-06-04 12:56
★ 宏观动态 ★ 中央财政拟支持北京、天津等20城实施城市更新行动 财政部今天(4日)公示2025年城市更新行动评审结果,北京、天津、唐山、包头、大连、哈尔滨、苏州、温 州、芜湖、厦门、济南、郑州、宜昌、长沙、广州、海口、宜宾、兰州、西宁、乌鲁木齐等20个城市入围。未 来几年,中央财政计划补助超过200亿元,支持这20个城市实施城市更新行动,探索建立可持续的城市更新机 制,补齐城市基础设施的短板弱项。 首个国产九价HPV疫苗获批上市 据央视新闻消息,今天,我国第一款九价人乳头瘤病毒(HPV)疫苗获国家药监局批准上市。这款疫苗,也是 全球第二款九价HPV疫苗,打破了国外产品长达十余年的市场垄断。 人乳头瘤病毒疫苗俗称宫颈癌疫苗,可用来预防女性宫颈癌和男、女生殖器癌及生殖器疣。 乘联分会初步数据:特斯拉5月份中国产汽车销量同比下降15% 乘联分会初步数据:中国5月新能源乘用车厂商批发销量同比增长38%。其中特斯拉中国5月新能源乘用车批发 销量为61662辆,同比下降15%。 深圳:率先试点扩大增值电信业务开放 近日,深圳市商务局、市发展改革委联合印发《深圳市推动服务贸易和数字贸易高质量发展实施方案》。《实 施方案 ...
中央财政补助支持城市更新行动 北京、天津等20城入围
Xin Hua Cai Jing· 2025-06-04 11:50
新华财经北京6月4日电(记者董道勇)据财政部消息,近日财政部、住房城乡建设部组织开展了2025年 度中央财政支持实施城市更新行动评选,北京、天津、唐山、包头、大连、哈尔滨、苏州、温州、芜 湖、厦门、济南、郑州、宜昌、长沙、广州、海口、宜宾、兰州、西宁、乌鲁木齐等20个城市入围。 ——对于城市更新重点样板项目。一是城市供排水、燃气、供热等城市地下管网更新改造和经济集约型 综合管廊建设;二是城市生活污水处理"厂网一体"、城市生活污水管网全覆盖样板区建设等;三是生活 垃圾分类处理、建筑垃圾治理、综合杆箱、危旧桥梁、机械停车设施等市政基础设施提升改造;四是历 史文化街区、老旧小区、口袋公园、绿地开放共享等既有片区更新改造,注重文化、旅游、餐饮、休闲 娱乐等一体打造,加强消费型基础设施建设。 ——对于城市更新机制建设。一是项目储备和生成机制。近远结合、系统谋划建设项目,城市更新项目 谋划、储备、实施时序的方式,可形成的机制包括但不限于城市体检、城市更新专项规划、房屋全生命 周期安全管理、城市更新项目储备库建设、建设成效后评估机制等。二是资金安排和筹措机制。建立有 利于统筹用好财政、金融资源的机制。三是用地保障和审批机制 ...
5月楼市成交趋稳 广州、深圳楼市持续去库存
Core Viewpoint - The real estate markets in Guangzhou and Shenzhen have entered a stabilization phase after the "golden three silver four" period, with mixed performance in transaction volumes and prices [2][3]. Transaction Data - In May 2025, Shenzhen recorded 3,162 new residential transactions, a month-on-month decline of 14.4%, while second-hand residential transactions totaled 4,687, down 18.2% month-on-month but up 18.3% year-on-year [2]. - Guangzhou's new residential transactions reached 6,573 in May 2025, marking a month-on-month increase of 41% and a year-on-year increase of 29.34% [2]. - The second-hand residential market in Guangzhou saw 9,228 transactions in May 2025, with significant year-on-year growth of 17.73% [7]. Market Dynamics - Despite some localized growth, developers are generally cautious, slowing down the pace of new launches and experiencing reduced sales velocity [3][4]. - The inventory of new homes in Shenzhen decreased slightly, with 26,343 units remaining as of the end of May, reflecting a 1,719 unit drop from April [4]. - The average de-stocking period for new homes in Shenzhen is approximately 7.5 months, with significant disparities in sales performance across different districts [4]. Price Trends - In Shenzhen, the average transaction price for second-hand homes in May was 61,200 yuan per square meter, down 2.9% month-on-month, while the listing price remained stable at 65,000 yuan per square meter [6]. - Guangzhou's real estate market is experiencing upward momentum in transaction volumes, primarily driven by urban renewal projects, with certain districts showing significant increases in demand [7]. Future Outlook - The market is expected to see several quality new projects launched in June, which may help revive market activity [3][8]. - The performance of new and second-hand homes will continue to be influenced by the availability of quality listings and the overall economic fundamentals, including employment and income levels [6][8].
中央财政拟支持20城实施城市更新行动!
证券时报· 2025-06-04 10:52
Core Viewpoint - The Ministry of Finance has announced the results of the 2025 Urban Renewal Action Review, with 20 cities selected to receive over 20 billion yuan in central government subsidies for urban renewal initiatives, aiming to establish a sustainable urban renewal mechanism and address infrastructure deficiencies [1][2]. Funding and Support - Central government funding for urban renewal will be allocated based on regional criteria, with eastern cities receiving a maximum of 800 million yuan each, central cities up to 1 billion yuan, western cities up to 1.2 billion yuan, and municipalities directly under the central government also up to 1.2 billion yuan [2][5]. Urban Renewal Focus Areas - Key focus areas for urban renewal include the renovation of urban underground pipelines for water supply, gas, and heating, as well as the construction of integrated utility corridors. Other projects involve the establishment of comprehensive sewage treatment systems, waste classification and management, and the enhancement of municipal infrastructure such as historical districts and public green spaces [6]. Mechanism Development - The initiative emphasizes the development of project reserve and generation mechanisms, funding arrangement and mobilization mechanisms, land security, and approval processes to ensure effective implementation of urban renewal projects [6].
2025年建筑装饰中期投资策略:战略引领,挖掘区域投资弹性
证 券 研 究 报 告 战略引领,挖掘区域投资弹性 2025年建筑装饰中期投资策略 证券分析师:袁豪 A0230520120001 唐猛 A0230523080003 研究支持: 唐猛 A0230523080003 联系人: 唐猛 A0230523080003 2025.6.4 要点:战略引领,挖掘区域投资弹性 www.swsresearch.com 证券研究报告 2 ◼ 年初至今固定资产投资增速放缓,制造业、地产均呈现压力,总量偏弱背景下,基建投资保 持相对稳定,公用事业、水利形成支撑。 ◼ 区域投资有望随国家战略布局而获得弹性。2025年作为"十四五"收官、"十五五"谋划 之年,承上启下作用凸显,结合当前市场经济环境,中西部产业转移、西部大开发、城市更 新、低空经济、"一带一路"倡议等均有望在"十五五"期间迈入新的发展阶段。 ◼ 低估值破净央国企估值修复。建筑企业资产主要为应收账款类,长期现金流和资产可变现能 力遭遇质疑,市场估值折价,近两年国资委强调央企资产质量考核,聚焦价值创造能力,企 业端收入、利润承压背景下依旧保持分红政策稳定。展望未来,随着证监会市值管理办法、 公募新规等政策出台,同时企业经营受 ...
新华财经晚报:中央财政拟支持北京、天津等20城实施城市更新行动
Xin Hua Cai Jing· 2025-06-04 09:39
Domestic News - The central government plans to support 20 cities, including Beijing and Tianjin, with over 20 billion yuan for urban renewal actions, aiming to establish a sustainable urban renewal mechanism and address infrastructure shortcomings [2] - In the first four months of this year, 5,679 old urban residential areas were renovated nationwide, with six regions, including Hebei and Chongqing, having a renovation rate exceeding 50% [2] - The China Passenger Car Association estimates that wholesale sales of new energy passenger vehicles will reach 1.24 million units in May, a year-on-year increase of 38% and a month-on-month increase of 9%, with cumulative sales from January to May expected to be 5.22 million units, up 41% year-on-year [2] - The Ministry of Human Resources and Social Security announced that it will conduct pilot programs for the integration of human resources services and manufacturing in about 30 cities to promote high-quality employment [2] International News - The Australian Bureau of Statistics reported a 0.2% quarter-on-quarter GDP growth and a 1.3% year-on-year growth for the first quarter of 2025 [3] - The U.S. White House announced an increase in import tariffs on steel and aluminum products from 25% to 50% to address national security threats and enhance domestic industry competitiveness [3] - Thailand's manufacturing sector saw its Purchasing Managers' Index (PMI) rise from 49.5 in April to 51.2 in May, indicating a return to expansion after two months of contraction [3]
7500吨“华严里”日“行”10米 本周整体归位后 张园将启动地下三层空间深度开发
Jie Fang Ri Bao· 2025-06-04 01:54
Core Insights - The "Huayanli" stone gate building complex in Zhangyuan, Shanghai, is set to be repositioned this Saturday, marking a significant development in the ongoing renovation of the area [3] - The underground space development in Zhangyuan will commence after the repositioning of "Huayanli," which will include commercial, cultural, and parking facilities, as well as connections to multiple subway lines [3][4] Group 1 - Zhangyuan, known for its historical significance, is the largest and most well-preserved stone gate building complex in Shanghai, with over 140 years of history [4] - The repositioning of "Huayanli" involves the use of 432 small walking robots, allowing the buildings to move at an average speed of 10 meters per day since May 19 [3][5] - The construction challenges in Zhangyuan are notable due to the narrow alleys and the need to protect historical buildings while conducting renovations [4] Group 2 - The construction team plans to introduce over 10 types of construction robots to address the difficulties of large equipment operation in the city center during the underground development phase [4] - A mini pile driver has been developed to facilitate construction in tight spaces, allowing for the installation of engineering piles within the buildings [4] - Custom-built small excavation robots have been designed to navigate the narrow alleys, utilizing advanced technology for intelligent obstacle avoidance and path planning [5]