还有一个原因是二手住房的替代作用日益明显。二手房交易已成为当前住宅交易的重要组成部分。2025 年1月至11月，全国二手房交易面积占交易总量的比重已达45%。2025年前三季度，深圳、上海等核心 城市二手房成交量同比增长20%到30%，北京、重庆、杭州、成都等城市同比增长均超10%。 二手房占比上升是今后一个时期的趋势。从国际经验看，进入城镇化后期，以存量交易为主是房地产市 场较为普遍的规律。英国等发达国家二手房交易占比普遍在70%以上，美国超过80%。 应该看到，新房市场和二手房市场都能解决居民住房问题，要把新房市场和二手房市场作为一个整体看 待。 2025年前三季度，重点30个城市新房和二手房的总成交量同比已呈停止下降势头。在去年四季度高基数 的基础上，2025年新房销售量同比调整幅度有所扩大，但从新房和二手房交易总量来看，市场需求规模 基本保持稳定。 当前，商品房销售面积超过新开工面积，表明去库存在有力推进。基于市场供求关系，应因城施策控增 量、去库存、优供给。房地产过剩的城市，应停止通过征地新增房地产用地，重点结合城市更新、城中 村改造盘活利用存量用地。应继续推动收购存量商品房用作保障性住房、安置房、 ...

在贵州广电大数据园区综合体二标段项目，该项目党支部开展"学习贯彻党的二十届四中全会精神"主题 党日活动，全体党员逐字逐句研读全会《公报》，结合项目竣工收尾阶段的重点任务开展专题研讨。当 前，该项目结算确权、清收清欠、安全维稳等工作交织，党支部党员主动亮身份、扛责任，带头加班加 点攻坚突破，积极与建设单位沟通对接，成功完成近3000万元的重计量确权工作，为项目结算收款打通 了关键一环。 转自：贵州日报 劳动竞赛热潮涌动，冲刺年度任务号角嘹亮；"共产党员 守护安全"行动扎实推进，为企业安全稳定保 驾护航……党的二十届四中全会召开以来，中铁建设西南公司党委闻令而动、迅速部署，通过党委理论 学习中心组专题学、"三会一课"系统学、主题党日实践学等多种形式，在全公司上下掀起学习贯彻全会 精神的热潮。全体干部职工坚持以学促思、以思促行、以行促效，不断把学习成效转化为破解难题、推 动企业高质量发展的强劲动能。 "我们要围绕新质生产力、绿色低碳、数字化转型等重点，推动传统业务与战略性新兴产业协同发 展。"在该公司党委理论学习中心组学习研讨会上，班子成员结合企业改革发展实际，围绕全会公报核 心要义及"十五五"规划建议重点内容展开 ...

"十四五"以来，玉龙县一体推进新型城镇化和乡村全面振兴，大力推进城市更新，城镇化率提高至40.65%；学好用活"千万 工程"经验，助力乡村建设发展；多元培育"一乡一特、一村一品"富民产业，办好"咖啡周""观星季"等一批文娱节庆，办响"非遗 过大年""百姓大舞台"等一批文娱活动，让老百姓生活更加和美。 此外，"十四五"以来，玉龙县坚持走生态优先、绿色发展之路，坚决打好蓝天、碧水、净土保卫战，森林覆盖率提升至 70.95%，并规模化发展林下经济，带动超8000户农户增收，经济"含绿量"和生态"含金量"双向提升。在民生福祉实现幸福跃升 方面，玉龙县城镇新增就业7735人，创业带动就业5011人，零就业家庭动态清零，新增城区学位2700个，群众安全感满意度在 96%以上，呈现出民族和睦、社会和谐的和美局面。（完） 新闻发布会现场（12月23日摄）。 据12月23日举行的丽江市"高质量完成'十四五'规划"系列主题新闻发布会·玉龙专场消息，"十四五"以来，云南省丽江市玉龙 纳西族自治县锚定做"美"玉龙定位要求，聚力"金沙江经济带绿色发展先行区、乡村振兴民族团结示范区、大滇西旅游环线重要 枢纽、长江上游生态安全屏障"建设， ...

Core Viewpoint - Hefei Urban Construction's stock price has shown significant volatility, with a year-to-date increase of 55.13% and a recent 2.04% rise, indicating strong market interest despite some fluctuations in trading volume and net capital outflow [1][2]. Group 1: Stock Performance - As of December 23, Hefei Urban Construction's stock price reached 11.03 CNY per share, with a trading volume of 2.62 billion CNY and a turnover rate of 3.01%, resulting in a total market capitalization of 8.86 billion CNY [1]. - The stock has experienced an 8.78% increase over the last five trading days, a 0.99% decrease over the last 20 days, and a 65.37% increase over the last 60 days [1]. - The company has appeared on the trading leaderboard eight times this year, with the most recent instance on November 24, where it recorded a net buy of -110 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Hefei Urban Construction reported a revenue of 6.36 billion CNY, reflecting a year-on-year growth of 17.00%, while the net profit attributable to shareholders was -39.25 million CNY, a decrease of 144.55% compared to the previous year [2]. - The company has distributed a total of 603 million CNY in dividends since its A-share listing, with 108 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Hefei Urban Construction increased to 48,300, marking an 11.01% rise, while the average circulating shares per person decreased by 9.91% to 16,618 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 5.54 million shares, an increase of 20,600 shares from the previous period, while the Southern CSI Real Estate ETF has reduced its holdings by 37,300 shares to 5.08 million shares [3].

12月23日，节能铁汉盘中下跌2.22%，截至10:22，报1.76元/股，成交3236.51万元，换手率0.61%，总市 值52.19亿元。 资金流向方面，主力资金净流出46.21万元，大单买入615.70万元，占比19.02%，卖出661.92万元，占比 20.45%。 节能铁汉今年以来股价跌23.81%，近5个交易日涨0.00%，近20日跌12.00%，近60日跌23.81%。 资料显示，中节能铁汉生态环境股份有限公司位于广东省深圳市福田区红荔西路8133号农科商务办公楼 5,6,7楼，成立日期2001年8月7日，上市日期2011年3月29日，公司主营业务涉及生态环保和环境治理行 业,涵盖生态修复、生态环保、生态景观、生态旅游业务等领域。主营业务收入构成为：生态环保 49.61%，生态景观48.75%，其他(补充)1.65%。 节能铁汉所属申万行业为：建筑装饰-基础建设-园林工程。所属概念板块包括：深汕合作区、乡村振 兴、新型城镇化、特色小镇、转基因等。 截至12月20日，节能铁汉股东户数5.32万，较上期增加0.23%；人均流通股55771股，较上期减少 0.23%。2025年1月-9月，节能铁汉实现 ...

投资者关系活动记录表 3、请问公司在低空经济领域进展如何？ 编号：2025-009 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 | | | ☑ | 现场参观 □其他： | | 参与单位名称及 | 东方财富证券：郁晾 | | 人员 | | | 时间 | 年 月 日 2025 12 19 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书：吕雅萍 | | 员姓名 | 投资者关系管理专员：庄娟 | | | 一、介绍公司的基本情况 | | | 二、主要问答环节 | | | 1、请问公司面对业绩的波动是如何应对的？ | | | 答：受传统规划业务市场萎缩、客户支付能力下降、行业竞争进一 | | | 步加剧等因素的影响，公司业务面临较大增长压力。面对重重困难，公 | | | 司继续围绕既定的发展战略，坚定不移地以打造"智慧城市规划运营专 | | | 家"为目标，通过持续加强内部管理，采取积极有效措施，扎实开展各 | | | 项日常生产经营工作。具体举措主要包括：一是针对新业务的 ...

分红方面，华设集团A股上市后累计派现12.49亿元。近三年，累计派现4.55亿元。 机构持仓方面，截止2025年9月30日，华设集团十大流通股东中，前海开源公用事业股票（005669）、 前海开源新经济混合A（000689）退出十大流通股东之列。 华设集团所属申万行业为：建筑装饰-工程咨询服务Ⅱ-工程咨询服务Ⅲ。所属概念板块包括：乡村振 兴、水利建设、小盘、新型城镇化、设计咨询等。 截至11月10日，华设集团股东户数3.05万，较上期增加1.26%；人均流通股22400股，较上期减少 1.24%。2025年1月-9月，华设集团实现营业收入25.43亿元，同比减少5.52%；归母净利润1.86亿元，同 比减少19.99%。 12月22日，华设集团盘中上涨2.06%，截至10:54，报7.91元/股，成交8023.91万元，换手率1.50%，总市 值54.09亿元。 资金流向方面，主力资金净流出177.93万元，特大单买入729.62万元，占比9.09%，卖出1006.96万元， 占比12.55%；大单买入1948.77万元，占比24.29%，卖出1849.36万元，占比23.05%。 华设集团今年以来股价跌2. ...

Core Viewpoint - Regional coordinated development is an inherent requirement of Chinese-style modernization, emphasizing the need for balanced growth across diverse regions with varying natural resources and economic capabilities [1]. Group 1: Regional Development Strategies - The "14th Five-Year Plan" suggests leveraging the strategic overlay of regional development, major strategic initiatives, and new urbanization to optimize productivity layout and enhance regional economic structures [1]. - The focus is on creating new growth engines in key areas such as Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta, which are expected to drive high-quality national development [1]. Group 2: Case Studies of Regional Success - Anhui province has emerged as a leader in the automotive manufacturing sector, with a production volume of 2.404 million vehicles and exports of 802,000 vehicles in the first three quarters of the year, both ranking first in the country [3]. - Qinghai province is developing a green, low-carbon circular economy centered around salt lake resources, with an expected revenue exceeding 100 million yuan this year from lithium extraction technologies [3]. Group 3: Collaborative Development Initiatives - The establishment of the Sichuan-Chongqing Gaotong New Area represents a pioneering effort in cross-provincial collaboration, with significant reforms in tax policies and administrative processes to enhance economic integration [7]. - The region has signed 10 major projects this year with a total investment of 2.94 billion yuan, showcasing the effectiveness of collaborative governance [7]. Group 4: Urbanization and Economic Growth - The urbanization rate in China is projected to exceed 70% during the "14th Five-Year Plan" period, indicating substantial potential for urban development and economic growth [11]. - The integration of rural and urban economies is highlighted as a key driver for new urbanization, with significant improvements in logistics and e-commerce in rural areas, such as the Hanfu industry in Shandong [10].

"十五五"规划建议提出："发挥区域协调发展战略、区域重大战略、主体功能区战略、新型城镇化战略 叠加效应，优化重大生产力布局，发挥重点区域增长极作用，构建优势互补、高质量发展的区域经济布 局和国土空间体系。"这将为中国式现代化不断积蓄强大势能。 我国幅员辽阔、人口众多，各地区自然资源禀赋差别之大在世界上是少有的，统筹区域发展从来都是一 个重大问题。 习近平总书记指出："我国经济由高速增长阶段转向高质量发展阶段，对区域协调发展提出了新的要 求。""要形成几个能够带动全国高质量发展的新动力源，特别是京津冀、长三角、珠三角三大地区，以 及一些重要城市群。不平衡是普遍的，要在发展中促进相对平衡。这是区域协调发展的辩证法。" 区域协调发展是中国式现代化的内在要求。 找准定位，更好发挥战略叠加效应 战略叠加效应如何释放？观察两个省域样本，能有深刻体会。 一个，是中部省份安徽。今年，在汽车制造业，安徽成为"领头羊"。 "逆袭"的背后，是一场于大处着眼、在要点落子的匠心独运。 上海研制芯片，浙江制造一体化压铸机，江苏提供电池，安徽生产整车……立足长三角新能源汽车"4小 时产业圈"，蔚来汽车获得感满满：物流成本降低、技术创新提速 ...

Core Viewpoint - Regional coordinated development is an inherent requirement of Chinese-style modernization, emphasizing the need for balanced growth across diverse regions with varying natural resources [1]. Group 1: Regional Development Strategies - The "14th Five-Year Plan" suggests leveraging the strategic overlay of regional development, major strategic initiatives, and new urbanization to optimize productivity layout and enhance regional economic structures [1]. - The focus is on creating new driving forces for high-quality development, particularly in key regions like Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta [1]. Group 2: Case Studies of Regional Success - Anhui province has emerged as a leader in the automotive manufacturing sector, with a production volume of 2.404 million vehicles and exports of 802,000 vehicles in the first three quarters of the year, both ranking first in the country [3]. - Qinghai province is developing a green low-carbon circular industry centered around salt lake resources, with an expected revenue exceeding 100 million yuan this year from lithium extraction technologies [3]. Group 3: Collaborative Development Initiatives - The establishment of the Sichuan-Chongqing Gaotong New Area represents a pioneering effort in cross-provincial collaboration, with significant reforms in tax and administrative processes leading to a vibrant economic zone [7]. - The region has signed major projects worth 2.94 billion yuan this year, showcasing the effectiveness of collaborative governance [7]. Group 4: Urbanization and Economic Integration - The integration of urban and rural areas is crucial for modernization, with the "14th Five-Year Plan" advocating for a people-centered approach to new urbanization [9]. - The urbanization rate is projected to exceed 70% during the "14th Five-Year Plan" period, indicating substantial potential for growth and development in urban areas [11]. Group 5: Sector-Specific Growth - The Hanfu industry in Shandong's Cao County has transformed the local economy, with e-commerce driving significant growth, evidenced by a 20% increase in logistics volume during the recent "Double 11" shopping festival [10]. - The county aims to focus on niche industries like Hanfu and wooden products to strengthen its economic foundation and attract talent back to the region [10].