泛远国际(02516)发布公告，于2025年6月，买方杭州泛远国际物流有限公司(为公司的间接全资附属公 司)与卖方杭州星怡置业有限公司分别订立六份预售合约(经补充协议补充)，以收购位于中国杭州市的物 业，总代价为人民币5232.33万元。 物业所属楼宇名为新明悦铭座2号楼(楼宇)，目前仍在位于中国杭州市拱墅区的一幅土地上建设中。楼 宇总层数为6层，包括地上5层及地下1层，可作商业及办公室用途。楼宇已于2025年3月取得杭州市住房 保障和房产管理局发出的预售许可证。预售合约标的事项包括新明悦铭座2号楼1号、2号楼201号、2号 楼301号、2号楼401号、2号楼501号及2号楼01至03及05至08号车位。 预售合约完成后，物业将用作集团日后的办公室。目前，公司位于中国浙江省杭州市拱墅区长城街22号 杭州跨境电子商务产业园201室的总部为租赁物业。鉴于中国房地产市场目前价格相对较低，公司认为 此乃集团收购其自有物业用作集团办公室的良机，长远可有效减少集团未来的每月租金开支及现金流 出。 ...

Group 1 - UBS reports that following the Federal Reserve's 25 basis point rate cut and the Hong Kong Monetary Authority's adjustment of the overnight discount rate, Hong Kong banks have lowered the best lending rate by 12.5 basis points to 5.125% from 5.25%, aligning with market expectations [1] - The new mortgage rate for newly built residential properties will decrease from 3.5% to 3.375%. Market expectations indicate that the Federal Reserve will cumulatively cut rates by 142 basis points by December 2026 [1] - UBS anticipates that the ongoing rate cuts will support short-term residential transaction volumes, benefiting developers and highly leveraged companies such as Sino Land (00083), Henderson Land (00012), Hang Lung Properties (00101), and Kerry Properties (00683) [1] Group 2 - In the first eight months of 2025, private residential transaction volumes have increased by 13% to 15%. The projected total for 2025 is 19,400 transactions for new properties and 38,000 for second-hand properties, comparable to levels seen in 2018-2019 [2] - Despite the increase in transaction volumes, property prices remain weak, with the CCL index remaining stable throughout the year due to ample short-term supply. Developers' higher pricing strategies have met with low buyer acceptance [2] - UBS expects property prices to remain stable in 2025, with a potential moderate recovery of 0% to 5% in 2026 after inventory is absorbed [2] Group 3 - Among developers, UBS favors Sino Land, Henderson Land, and Kerry Properties for their expected performance, while also showing preference for Hang Lung Properties due to reduced interest expenses from declining HIBOR [3] - UBS has raised the target price for Sino Land by 14% to HKD 11.2, maintaining a "Buy" rating, reflecting a narrowing discount to net asset value from 40% to 35% [3] - The current dividend yield for Sino Land is 5.8%, similar to that of Hang Lung Properties, with UBS noting that the market has not fully recognized its HKD 49.5 billion cash advantage, which supports dividends and high-profit land acquisitions [3]

Group 1 - UBS reports that following the US Federal Reserve's 25 basis point rate cut and the Hong Kong Monetary Authority's adjustment of the overnight discount rate, Hong Kong banks have lowered the best lending rate by 12.5 basis points to 5.125% from 5.25%, aligning with market expectations [1] - The new mortgage rate for newly built residential properties will decrease from 3.5% to 3.375%. Market expectations indicate that the Federal Reserve will cumulatively cut rates by 142 basis points by December 2026 [1] - UBS anticipates that the continued rate cuts will support short-term residential transaction volumes, benefiting developers and highly leveraged companies such as Sino Land (00083), Henderson Land (00012), Hang Lung Properties (00101), and Kerry Properties (00683) [1] Group 2 - In the first eight months of 2025, private residential transaction volumes have increased by 13% to 15%. The projected total for 2025 is 19,400 for first-hand and 38,000 for second-hand transactions, comparable to levels seen in 2018-2019 [2] - Despite the increase in transaction volumes, property prices remain weak, with the CCL index stable throughout the year due to ample short-term supply. Developers' higher pricing strategies have met with low buyer acceptance [2] - UBS expects property prices to remain stable in 2025, with a potential moderate recovery of 0% to 5% in 2026 after inventory is digested [2] Group 3 - Among developers, UBS favors Sino Land, Henderson Land, and Kerry Properties for their expected superior performance compared to peers, while also showing preference for Hang Lung Properties due to reduced interest expenses from declining HIBOR [3] - UBS has raised the target price for Sino Land by 14% to HKD 11.2, maintaining a "Buy" rating, reflecting a narrowing discount to net asset value from 40% to 35%, supported by strong sales at Victoria Harbour and The Peak [3] - The current dividend yield for Sino Land is 5.8%, similar to Hang Lung Properties, with UBS noting that the market has not fully reflected its HKD 49.5 billion cash advantage, which can support dividends and high-profit land acquisitions [3]

证券之星消息，9月22日房地产开发板块较上一交易日上涨0.18%，首开股份领涨。当日上证指数报收于 3828.58，上涨0.22%。深证成指报收于13157.97，上涨0.67%。房地产开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600376 | 首开股份 | 7.99 | 10.06% | 452.02万 | | 33.88 Z | | 600895 | 张江昌科 | 41.96 | 8.48% | 174.79万 | | 71.61亿 | | 000069 | 华侨城A | 2.70 | 8.00% | 445.36万 | | 11.99 乙 | | 000036 | 未联控股 | 4.74 | 7.24% | 101.01万 | | 4.77亿 | | 002244 | 滨江集团 | 12.29 | 6.87% | 70.25万 | | 8.49亿 | | 600641 | 万业企业 | 17.90 | 5.67% | 45.28万 | | 8 ...

格隆汇9月22日丨交大昂立（维权）(600530.SH)公布，公司控股子公司上海昂立房地产开发有限公司 （以下简称"昂立房产"）拟与上海松天投资管理有限公司（以下简称"松天投资"）签订山水景苑会所租 赁协议。 会所位于上海市松江区龙源路1208弄，为三层建筑，建筑总面积为3211.36平方米。目前，会所已用面 积444.65平方米，系根据小区建设综合配套要求提供给广富林街道银源社区居委会使用。本次会所拟租 赁的实际面积为2766.71平方米，租期为10年，租赁协议总金额13,783,716元。 山水景苑会所（以下简称"会所"）为昂立房产于2004年开发的山水景苑小区配套用房。昂立房产成立于 1992年，注册地址上海市松江区茸梅路139号1幢，注册资本2120万元人民币，经营范围包括房地产开 发、经营，物业管理。公司持有昂立房产50.94%股权。 ...

编辑 辛婧 据央视新闻消息，国务院新闻办公室今日举行"高质量完成'十四五'规划"系列主题新闻发布会。相关负 责人介绍，"十四五"期间，金融监管总局牵头组建了城市房地产融资协调机制，白名单项目贷款超过7 万亿元，支持近2000万套住房建设交付，有力保障广大购房人的合法权益。 ...

Group 1 - The chairman of China Merchants Shekou Industrial Zone Holdings Co., Ltd., Jiang Tiefeng, has submitted his resignation due to work relocation, stepping down from his roles as chairman, director, and member of the Strategic and Sustainable Development Committee [2][4] - Jiang Tiefeng held 122,000 shares of the company's A-shares prior to his resignation, and the company expressed gratitude for his contributions during his tenure [4][5] - Zhu Kaiwen has been elected as the new chairman of the fourth board of directors, effective immediately until the term ends, and he will also serve as the legal representative of the company [5][6] Group 2 - Zhu Kaiwen will step down from his position as general manager, with Nie Liming taking over the role [6] - China Merchants Shekou is recognized as a leading comprehensive development and operation service provider, focusing on "industrial-financial innovation, low-carbon leadership, and stable operations" [6] - As of the end of 2024, the total assets of China Merchants Shekou amounted to 860.309 billion yuan, with operations spanning over 100 cities and regions globally, serving over 10 million customers [6]

不仅如此，相比前两批，第三批高品质住宅评审标准更为严格、维度更加全面。评选流程经企业申报、 主管部门推荐、专家指导、资料审核和综合评议等层层筛选，入选的项目需要在产品设计、绿色建筑、 智慧社区、全龄配套、品质管控等方面均获省级专家的高度肯定，方能入选。 省高品质住宅评选标准极度严苛，江山赋项目从设计端口遍历时数月，考察全国上百家设计单位，最终 携手上海柏涛、蓝调国际、GVL怡境、DAS大森、上海飞视、中南幕墙等国际国内团队，不负三八路 最后一宗豪宅地块，打造德州首席四代宅，超千万级大门及亿级园林。项目整体抬高3.5米，全项目无 一栋建筑超18层，以1.93超低密容积率，打造德州罕见的低密奢宅。 近日，山东省住房和城乡建设厅官网公示第三批高品质住宅试点项目名单，在全省258个申报项目中， 位于德州天衢新区的金辰·江山赋项目以"一项目双地块"齐上榜，成为本批次德州主城区唯一上榜的住 宅项目。 | 兰山区 | 75 | 临沂 | 在建 | 云栖天墙 | | 临沂奥体投资发展有限公 | | --- | --- | --- | --- | --- | --- | --- | | ■ | | | | | | | | 兰山 ...

责任编辑：江钰涵 9月22日，在介绍"十四五"时期金融业发展成就时，金融监管总局局长李云泽在国新办新闻发布会上表 示，"十四五"期间，金融监管总局牵头组建了城市房地产融资协调机制，白名单项目贷款超过7万亿 元，支持近2000万套住房建设交付，有力保障广大购房人的合法权益。 ...

Group 1 - The core viewpoint of the report indicates that the Federal Reserve is expected to lower interest rates by a total of 125 basis points, with two cuts in Q4 2025 and three cuts in Q1 2026 to 2027 [1] - The anticipated interest rate cuts are expected to benefit Hong Kong real estate companies by reducing interest expenses and stimulating the real estate market, which will enhance sales and profit margins in the real estate development sector [1] - The Hong Kong government's latest policy report introduces a more flexible land acquisition and exchange model, which is believed to accelerate the development of the Northern Metropolis and help Henderson Land Development monetize its substantial farmland reserves in the area [1] Group 2 - The report upgrades the rating for Henderson Land Development to "Buy," adjusting the net asset value discount from 55% to 50%, with a target price increase from HKD 25.9 to HKD 32.68 [1]