站在2026年初，回望过去一年的房地产市场，每一个热议的词汇都是时代留下的独特印记，折射出这个 行业在转型中的坚持、探索与困惑。 "卷"成为常态的背景下，房企纷纷从追求规模转向打磨产品。"好房子"不再是一句空洞的口号，而是变 成了更高的得房率、更开阔的3米层高，以及"第四代住宅"所描绘的那片垂直森林。"现房销售"的推广 与"土地收储"的深化，像是行业在主动调整步伐，从供需两侧搭建更可靠的信任基础；而"一线城市松 绑限购"释放的政策暖意，则为市场注入了绵延的流动性。 这一年，行业的阵痛也未曾远去。"万科自救"背后的债务谈判，成为大型房企在周期波动中艰难前行的 缩影；"王健林限高"的短暂风波与接连的资产处置，则勾勒出企业在应对风险时的辗转与选择。 这些热词交织在一起，构成了2025年房地产行业的全景图，既有对居住本质的回归，也有对风险挑战的 直面；既有政策托底的温度，也有市场自我革新的力度。 "卷" 如果要选一个2025年房地产行业最高频的词，"卷"一定名列前茅。卷户型、卷得房率、卷社区大门、卷 会所、卷园林、卷精装、卷智慧化、卷全龄配套……在房企的日常较量与行业讨论里，"卷"已经成为一 个绕不开的核心词。 "卷 ...

北京燕京啤酒股份有限公司 证券代码：000729 证券简称：燕京啤酒 公告编号：2025-87 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、土地收储事项概述 北京燕京啤酒股份有限公司（以下简称"燕京啤酒"或"公司"）于2021年12月22日以通讯表决方式召开第 八届第十次董事会，审议通过了《关于同意子公司土地收储的议案》，同意公司子公司燕京啤酒（山东 无名）股份有限公司（以下简称"燕京无名"）将土地交由邹城市人民政府收储。具体内容详见公司于 2021年12月24日披露的公司《第八届董事会第十次会议决议公告》（公告编号：2021-39），于2022年3 月31日披露的《关于子公司土地收储事宜的进展公告》（公告编号：2022-05）。 二、土地收储最新进展情况 登录新浪财经APP 搜索【信披】查看更多考评等级 关于子公司土地收储事宜的进展公告 四、备查文件 1、董事会决议 2、相关协议。 特此公告。 北京燕京啤酒股份有限公司董事会 二○二五年十二月三十日 根据协议约定及前期工作进展情况，近日燕京无名确认土地收储款6,500万元。截至本公告日，燕京无 名年度 ...

同策研究院数据显示，临港目前已取得预售证的显性库存约为5000多套，约有50万平方米。 业内人士指出，上海楼市正呈现"冰火两重天"的分化格局。一边是核心区房价持续坚挺，黄浦区新房均价已达15.6万元/平方 米，徐汇滨江的安澜上海备案均价超17万元/平方米；另一边则是临港等远郊区域面临去库存难题。 2025年5月，临港新片区推出最高500万人才购房补贴等政策支持。此次收储通过"控增量、去库存、优供给"，直接减少105片区 后续新房供应，从源头优化区域住房供给结构。业内人士分析认为，这标志着上海正在进一步优化供给。 2025年12月27日，临港控股（600848.SH）公告披露，其子公司位于临港105片区的盛荣地块（C07-01）将实施收储。这是上海 首例公开披露的住宅用地收储案例，标志着上海土地储备新机制进入实质性落地阶段，更成为当前楼市分化格局下，城市通过 优化供给端调控稳市场的关键举措。 公告显示，该住宅地块于2023年7月由浙江荣盛与临港集团联合以38.7378亿元竞得，当时设定的住宅房地联动价为3.4万元/平方 米，此次收储不涉及同期竞得的B05-01商办地块。本次收储由上海市土地储备中心牵头，四方共同 ...

智通财经12月29日讯（记者 王海春）一家国资企业位于上海的地块，被"收储"了。 上海临港控股股份有限公司（600848.SH）近日披露，上海市土地储备中心、上海临港控股、公司 控股股东以及公司下属控股子公司上海临港新片区金港荣盛置业有限公司将签订《土地收购储备协 议》，对位于上海市临港新片区DSH-04单元C07-01地块进行收储。 该地块为住宅用地，位于上海临港滴水湖北侧约2公里处，东至C07-02公共绿地、南至彩茂路、西 至川桤路、北至明茂路，土地权利人为上海临港子公司上海临港新片区金港荣盛置业。 本次收储土地面积约7.87万平方米，地上计容建筑面积合计18.88万平方米，拟收储价格合计26.25 亿元。 58安居客研究院院长张波指出，从目前监测到的公开信息来看，该地块为上海首例公开披露的住宅 地块收储案例。 "闵行之前也曾有过收储举动，但其针对的是商品房而非土地。就上海土地收储而言，光明地产和 百联股份也有地块被收储，但从已公布的信息来看，这两家企业被收储的是仓储或工业类综合用地，而 非纯住宅用地。"张波称。 在此之前，百联股份(600827.SH) 今年6月披露，上海市杨浦区土地储备中心拟对其位于共 ...

Core Viewpoint - The resumption of land reserve special bonds is a significant measure to stabilize the land market and alleviate the pressure on local government financing and real estate companies, with over 540 billion yuan issued this year [1] Group 1: Special Bonds Issuance - A total of over 540 billion yuan in land reserve special bonds has been issued this year, with announced land acquisition projects exceeding 600 billion yuan, indicating a slight delay in bond issuance [1] - As of the latest data, 27 provinces and cities have publicly announced specific information on acquiring idle land projects, covering 5,314 plots with a total funding scale of 6,034.33 billion yuan [1] - The issuance of land reserve special bonds has been relatively slow, with only over 200 billion yuan issued in the first half of the year compared to nearly 500 billion yuan in announced projects [2] Group 2: Project Characteristics - Over 80% of the land acquisition projects involve local state-owned enterprises or city investment subsidiaries, with a minimal share from private enterprises, and the land types primarily include comprehensive, residential, and commercial properties [2] - The average negotiation period for project pricing has exceeded four months, indicating challenges in pricing agreements between government and enterprises [3] Group 3: Future Outlook - The issuance of land reserve special bonds is expected to accelerate in the second half of the year as more regions join the program, with 26 provinces and cities having issued or planned to issue bonds totaling 545.15 billion yuan [2] - Despite operational challenges, local governments are gradually implementing policies tailored to regional land market conditions, indicating a proactive approach to land reserve projects [3]

Group 1 - The company held its 13th temporary board meeting on December 12, 2025, where several key resolutions were passed [2][3][6] - The board approved the acquisition of two plots of state-owned land totaling 13,080.40 square meters (approximately 19.62 acres) for a total amount of RMB 6,712,946.60 [3][11][12] - The company will sign a land use rights acquisition agreement with the Wuxue City Land Acquisition and Storage Center [11][12][20] Group 2 - The company applied for a comprehensive credit limit of RMB 125 million from Huaxia Bank, which will be used for purchasing raw materials and covering operational expenses [23][24][26] - The board approved the application for the credit limit with a unanimous vote of 9 in favor [25] - The credit limit will not adversely affect the company's daily operations [26] Group 3 - The company also applied for a comprehensive credit limit of RMB 30 million from the China Export-Import Bank, which will be used for trade finance [29][30] - The board approved this application with a unanimous vote of 9 in favor [32] - The cumulative credit limit applied to the China Export-Import Bank now totals RMB 130 million, with RMB 90 million remaining unused [34]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600708 证券简称：光明地产 公告编号：临2025-075 ● 本次交易已经第九届董事会第三十九次会议审议通过，本次交易未达到股东会审议标准。 ● 风险事项：本次交易已经第九届董事会战略委员会第十六次会议、第九届董事会第三十九次会议审议 通过，交易各方尚需签署《国有土地收购补偿协议书》，满足相关手续、交易对方按照协议约定及时完 成交易对价支付等后方能正式完成，交易的达成尚存在不确定性。公司将按照相关法律、法规及时履行 信息披露义务，敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、交易概述 光明房地产集团股份有限公司 关于全资子公司土地被收储的公告 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。 重要内容提示： ● 交易简要内容：光明房地产集团股份有限公司（下称"本公司"、"公司"、"光明地产"、"上市公司"） 全资子公司上海申宏冷藏储运有限公司（下称"申宏公司"）将与上海市宝山区土地储备中心（下称"宝 山土储中心"）、上海吴淞开发建设有限公司（下称" ...

Core Viewpoint - Far East Transmission announced the sale of part of its land use rights and associated assets, which includes three plots of state-owned construction land totaling 331,700 square meters, to the Xuchang Jian'an District Land Acquisition and Reserve Center and the Xuchang Jian'an District Advanced Manufacturing Development Zone [1] Group 1 - The company held its 15th meeting of the 5th Board of Directors on January 9, 2023, where the proposal for the sale was approved [1] - The agreement for the land sale is effective immediately, and the company has already received a total of 110 million yuan in compensation for the land reserve as of the announcement date [1] - The company will continue to monitor the progress of the land reserve matters and strengthen communication and coordination with government departments [1] Group 2 - The company received a partial compensation payment of 10 million yuan from the Xuchang Jian'an District Advanced Manufacturing Development Zone on November 28, 2025 [1] - The land reserve and relocation matters will not affect the normal operations of the company [1]

Core Viewpoint - The company plans to acquire 100% of Jiangsu Clean Energy Co., Ltd. from China National Technical Import and Export Corporation through a share issuance, while also raising supporting funds from no more than 35 specific investors [1][4][5]. Group 1: Asset Acquisition and Fundraising - The company intends to purchase 100% of Jiangsu Clean Energy Co., Ltd. by issuing shares [1][4]. - The company received an inquiry letter from the Shenzhen Stock Exchange regarding the share issuance and fundraising application on October 15, 2025 [5]. - The company, along with relevant intermediaries, conducted thorough checks and revisions to the restructuring report in response to the inquiry [2][5]. Group 2: Land Acquisition Progress - The company approved a land acquisition plan during board and shareholder meetings held on August 18 and September 3, 2025 [7]. - The company signed a compensation agreement with the North Chao Yang Road Land Sorting Center, with the total compensation fee set at 432.4335 million yuan [8]. - The land acquisition is expected to enhance cash flow and support the company's main business development, maximizing asset efficiency [9].

Core Insights - The Ministry of Finance has released a report on the implementation of China's fiscal policy for the first half of 2025, emphasizing the need to prevent and mitigate risks in key areas [1] Group 1: Fiscal Policy Measures - The Ministry will continue to implement a comprehensive debt management policy, focusing on the steady advancement of hidden debt replacement while addressing new hidden debt behaviors promptly and holding accountable those responsible [1] - There will be a strengthened analysis and monitoring of fiscal operations, with enhanced cash flow management and emergency response measures [1] Group 2: Support for Local Governments - The Ministry aims to solidify the "three guarantees" bottom line to ensure stable operations of local finances [1] - Relevant policy tools will be utilized to assist in the reform and transformation of financing platforms, risk management of small financial institutions, and the acquisition of existing residential properties for affordable housing [1]