齐鲁晚报·齐鲁壹点记者 王皇 18日，山东省住房和城乡建设厅官网《关于公布高品质住宅试点项目（第三批）名单的通知》公布了第三批102个山东省高品质住宅试点项目。至此，山 东省高品质住宅试点项目增至213个，从试点引领迈向中心城市全覆盖。《通知》称，要继续加大优质地块供应，将覆盖范围扩大至县域，推动新建商品 房项目全面达到高品质建设标准。 此次公布的第三批山东省高品质住宅试点项目共有102个项目，其中，11个是建成项目，91个是在建项目。 青岛海信·金沙滩等6个项目，淄博有朗悦府等8个项目入选，枣庄市澜樾花苑等4个项目入选；东营市众成清风华著等3个项目入选；烟台市工业设计小镇 文创设计产业园 （一期）等11个项目；潍坊恒信·森林城等8个项目入选；济宁展浩·澜泊湾（一期）等4个项目入选；泰安新华·御湖庄园观湖、知湖等4个 项目入选；威海城投·卧龙山路项目等6个项目入选；日照文昌福第等7个项目入选；临沂优山美地·雅园等4个项目入选；德州江山赋南区等5个项目入选； 聊城君奕府（二期）等6个项目入选；滨州千乘润府等9个项目入选；菏泽黄金海岸珑玺小区等6个项目入选。 《通知》公布名单的同时，要求各市住房城乡建设局，有关单 ...

Market Overview - The market experienced a day of low trading volume with major indices closing down, as total trading volume reached 2.35 trillion yuan, significantly lower than the previous day's 3.17 trillion yuan [1] - The Shanghai Composite Index fell by 1.3% for the week, while the Shenzhen Component Index rose by 1.14%, and the ChiNext Index increased by 2.34%, marking a seven-week consecutive rise [1] Sector Performance - The defense and military sector saw a notable rise, with Guorui Technology hitting the daily limit, and the Defense and Military ETF (512810) reaching a peak of 2% [1] - Real estate stocks showed volatility in the afternoon, with the real estate ETF (159707) rising by 2%, potentially driven by policy adjustments regarding property tax trials in Shanghai [1] - The non-ferrous metals sector rebounded significantly, with Ganfeng Lithium hitting the daily limit and the Non-ferrous Metals Leader ETF (159876) peaking at 1.7% [1] - Technology stocks displayed increased divergence, with the AI-focused ETFs showing mixed results; the Huabao ChiNext AI ETF (159363) rose by 0.58%, while the Huabao Sci-Tech AI ETF (589520) fell by 1.76% [1] Fund Flows - The top-tier brokerage ETF (512000) and the fintech ETF (159851) continued to decline, with respective decreases of 0.68% and 1.81%, despite strong fund inflows in previous days [2] - The top-tier brokerage ETF attracted 12.62 billion yuan in net inflows over the last 16 days, totaling 64.5 billion yuan [2] Hong Kong Market Dynamics - The Hong Kong market showed mixed performance, with the Hang Seng Index closing flat and the Hang Seng Tech Index slightly up by 0.37% [3] - The Hong Kong Internet ETF (513770) experienced volatility, initially rising by over 2% before closing up by 0.63% with a trading volume of 8.9 billion yuan [5] AI and Technology Sector Insights - The AI-driven technology sector remains a focal point, with significant growth potential as companies like Alibaba and Tencent continue to advance their AI capabilities [9] - The Hong Kong Internet ETF (513770) has outperformed the Hang Seng Tech Index, with a cumulative increase of over 15 percentage points [11] - The demand for AI computing power is expected to grow exponentially, with the global AI server market projected to reach 125.1 billion USD by 2024 [16] Innovation and Drug Development - The Hong Kong Innovation Drug ETF (520880) faced a decline, with a drop of 1.58% amid a broader market adjustment, but it has seen consistent inflows, totaling over 6.7 billion yuan in the past 13 days [22][23] - The ETF has been restructured to focus solely on innovative drug development, excluding CXO companies, which is expected to enhance its performance in the long run [23][24]

Group 1 - The recent interest rate cut by the Federal Reserve on September 18 is seen as a significant opportunity for China, potentially attracting global capital seeking higher returns [1][4] - The Chinese real estate market has been adjusting policies to ease the burden on homebuyers, including allowing foreign investment in domestic real estate, which is expected to stimulate demand [3][4] - High-end properties in first-tier and strong second-tier cities are likely to become key targets for foreign capital as the attractiveness of dollar assets declines [4][5] Group 2 - Goldman Sachs maintains an overweight rating on A-shares and H-shares, suggesting investors buy on dips, particularly favoring leading private enterprises and sectors like artificial intelligence [5] - There has been a notable increase in foreign institutional interest in A-shares, with 415 foreign institutions conducting 1,885 research visits to listed companies since the beginning of the second half of the year, indicating strong confidence in China's economic resilience [6] - Historical trends show that previous Federal Reserve rate cuts have led to significant increases in foreign capital inflows into China's real estate market, particularly in luxury segments [8] Group 3 - Despite the positive signals from foreign capital, the fundamental demand in the real estate market remains weak, and the current policies may not be sufficient to sustain a significant recovery [10] - The execution of policies to attract foreign investment needs to be more thorough, as market confidence is still lacking, and without fundamental changes in the real estate market, it may struggle to capitalize on the influx of capital [10]

Key Points - The Federal Reserve has lowered interest rates by 25 basis points, bringing the federal funds rate to a range of 4.00%-4.25%, marking the first rate cut of the year and the first in nine months [2][14] - The Huawei Connect 2025 conference is taking place in Shanghai, focusing on the theme of "Elevating Industry Intelligence" and showcasing Huawei's latest initiatives in AI infrastructure and smart solutions [1][11] - In August, new residential property prices in first-tier cities fell by 0.1% month-on-month and 0.9% year-on-year, with the decline narrowing compared to the previous month [1][15][16] Market Overview - The domestic securities market showed mixed performance, with the ChiNext Index rising the most by 2.34%. The coal sector had the highest increase among industries at 3.51% [2][20][23] - Huawei announced its AI computing infrastructure plans for the next three years, including the launch of Ascend AI chips and supernode clusters, aiming for breakthroughs in system-level performance [2][18][19] - The Federal Reserve's interest rate cut is seen as a measure to stimulate economic activity amid concerns over employment and potential economic risks [2][14] Investment Recommendations - Focus on new productive forces, particularly in sectors like artificial intelligence, semiconductor chips, robotics, low-altitude economy, deep-sea technology, and controllable nuclear fusion, which are expected to yield excess returns [3][30] - Emphasize consumer spending to expand domestic demand, with potential opportunities in new consumption, home appliances, and automotive sectors [3][30] - Consider high-dividend assets for stable long-term returns [3][30] - Explore long-term investment opportunities in gold as a safe-haven asset amid geopolitical tensions and global economic uncertainties [3][30]

Core Insights - The report indicates a seasonal decline in land acquisition by real estate companies, with a focus on core cities and risk control strategies [6][10][14] - The land supply in second and third-tier cities is rebounding, with an emphasis on revitalizing idle land through market-oriented methods [16][19][20] Group 1: Land Acquisition Trends - In the first eight months of 2025, the top 50 real estate companies added a total of 3,624.23 million square meters of land, a year-on-year increase of 7.19% [10][13] - The monthly land acquisition area for the top 50 companies in August was 225.64 million square meters, a month-on-month decrease of 54.03% [10][14] - Major players like China Overseas Land & Investment, China Merchants Shekou, and Poly Developments led in land reserves, with respective areas of 309.37 million, 275.64 million, and 267.19 million square meters [13][14] Group 2: Market Dynamics - The supply of residential land in first, second, and third-tier cities reached 577 plots, with a total planned building area of 3,748.90 million square meters, a month-on-month increase of 43.52% [16][18] - The starting floor price for supplied land was 3,709 yuan per square meter, down 5.64% month-on-month [16][19] - The average premium rate for land transactions was 4.76%, indicating a competitive but cautious market environment [24][28] Group 3: Policy and Market Response - Local governments are encouraged to adopt market-oriented approaches to activate idle land, with a focus on improving land utilization efficiency [19][20][39] - The issuance of local government bonds reached 9,776 billion yuan in August, slightly down from previous months, indicating ongoing financial support for land acquisition and urban development [20][23] - The trend of "direct repurchase" of land plots is gaining traction, providing stability for real estate companies amid market fluctuations [24][28]

近半年该股累计上榜龙虎榜9次，上榜次日股价平均涨6.34%，上榜后5日平均涨32.21%。 资金流向方面，今日该股主力资金净流出3.43亿元，其中，特大单净流出2.60亿元，大单资金净流出 8372.32万元。近5日主力资金净流出8.50亿元。 融资融券数据显示，该股最新（9月18日）两融余额为2.89亿元，其中，融资余额为2.83亿元，融券余额 为606.06万元。近5日融资余额合计减少1719.23万元，降幅为5.73%。融券余额合计增加230.36万元，增 幅61.31%。 首开股份(600376)今日跌停，全天换手率17.49%，成交额34.97亿元，振幅21.90%。龙虎榜数据显示， 营业部席位合计净买入4181.01万元。 上交所公开信息显示，当日该股因日振幅值达21.90%、日跌幅偏离值达-9.74%上榜，营业部席位合计净 买入4181.01万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交5.52亿元，其中，买入成交额为2.97亿 元，卖出成交额为2.55亿元，合计净买入4181.01万元。 具体来看，今日上榜营业部中，第一大买入营业部为国泰海通证券股份有限公司上海长宁区江苏路证 ...

Core Insights - The article highlights the challenges faced by real estate sales personnel in a difficult market, emphasizing the pressure to meet performance metrics despite declining customer engagement [3][4][5][6][7][8][9][10] Group 1: Sales Pressure and Strategies - Sales personnel are under significant pressure to meet performance metrics, leading to increased phone calls to potential clients, often resulting in negative responses [3][4][5][6] - The shift in focus from sales volume to customer engagement metrics reflects the current market conditions, where traditional methods are becoming less effective [7][8] - Sales strategies have evolved to include both online and offline channels, but the effectiveness of these methods is diminishing, with many sales personnel reporting low conversion rates [9][10] Group 2: Market Dynamics - The current buyer's market requires sales teams to actively seek out potential clients, leading to a higher workload without corresponding results [7][8] - The transformation of sales metrics from direct sales to phone call quotas indicates a reactive approach to declining sales performance [6][8] - The reliance on traditional marketing methods is being challenged, with companies exploring digital marketing and customer relationship management to improve engagement [9][10] Group 3: Industry Trends - There is a growing trend towards digital transformation in real estate marketing, with companies investing in data analytics for targeted marketing [9][10] - The collaboration between projects and distribution channels is shifting towards performance-based models, reflecting the need for more effective partnerships [10] - The overall marketing strategy is evolving to encompass a broader range of factors, including product quality and customer service, to enhance overall effectiveness [10]

上海楼市，突传重磅！ 9月19日，上海市人民政府发布《关于优化调整本市个人住房房产税试点有关政策的通知》。通知明确，持上海市居住证满3 年并在上海工作生活的购房人，在上海新购住房且属家庭首套的，暂免征收房产税。 为更好满足居民刚性住房需求和多样化改善性住房需求，促进房地产市场平稳健康发展，根据《上海市人民政府关于印发 〈上海市开展对部分个人住房征收房产税试点的暂行办法〉的通知》（沪府发〔2011〕3号，以下简称"暂行办法"）《关于优 化调整本市房地产政策措施的通知》（沪建房管联〔2025〕417号）的有关规定，现对上海市个人住房房产税试点有关政策优 化调整如下： 一、持有本市居住证并在本市工作生活的符合国家和本市有关规定引进的高层次人才、重点产业紧缺急需人才，和持有本市 居住证满3年并在本市工作生活的购房人： （一）在本市新购住房，且该住房属于家庭第一套住房的，暂免征收房产税。 （二）在本市新购且属于家庭第二套及以上住房的，合并计算的家庭全部住房面积（指住房建筑面积，下同）人均不超过60 平方米（即免税住房面积，含60平方米）的，新购的住房暂免征收房产税；人均超过60平方米的，对属新购住房超出部分的 面积，按 ...

Core Viewpoint - On September 19, 2025, Guangdong Shiyong Zhaoye Co., Ltd. engaged in an in-depth discussion with investors during the "2025 Guangdong Investor Collective Reception Day and Mid-Year Performance Briefing," revealing important information about the company's business layout, performance, and overseas litigation [1][2]. Company Business and Development Strategy - The company plans to continue its strategy of focusing on real estate while actively exploring diversified layouts in 2025, leveraging state-owned assets to integrate resources and promote urban operations, centralized heating, commodity trade, cultural tourism, and industrial investment [3]. - Regarding potential restructuring to create a second growth curve, the company stated it would achieve this through diversified layouts with the support of state-owned assets [3]. - The company is also focusing on digital transformation and has conducted in-depth research on the application of cloud computing in the construction industry, having obtained multiple patents and technology achievement evaluations [3]. - In terms of industrial investment, the company holds a stake in Yuchai Marine Power Co., Ltd., which specializes in marine low-speed engines, and also has a stake in Guangdong Helang New Energy Co., Ltd. [3]. Financial and Asset Key Data - In the first half of 2025, the company achieved operating revenue of 598.05 million yuan, a year-on-year increase of 9.85%. Real estate revenue accounted for 337.59 million yuan, heating supply revenue was 117.23 million yuan, and other revenues totaled 143.22 million yuan [4]. - The net profit attributable to the parent company was 15.29 million yuan, a year-on-year decrease of 44.35% [4]. - As of June 30, 2025, the total assets of the company amounted to 7.31 billion yuan, with total equity attributable to shareholders of the parent company at 4.80 billion yuan [4]. - Yuchai Marine Power's mid-year net assets were reported at approximately 236.68 million yuan, with Shiyong Zhaoye holding a 19.82% stake [4]. Overseas Litigation Progress - In a lawsuit in California, the court ruled that Liang Jiarong must compensate the listed company approximately 2.2 billion yuan. However, the company noted that the overseas litigation is still in the first-instance judgment stage, and the final ruling is uncertain due to the possibility of appeal and the execution of the judgment depending on the jurisdiction [5]. - The company will continue to monitor the situation and disclose further developments as the litigation progresses through the U.S. judicial system [5].

潮新闻客户端 记者 武恒光 黄磊 8月，杭州二手房市场表现相对稳定，尽管成交量连月下滑，但房价呈现企稳态势。杭州贝壳研究院数据显示，8月二手房住宅网签均价28178元/㎡，环比微 涨0.2%，同比上涨2.0%。 | 蓝桥名苑 | 16270 | 17270 | -5.79% | | --- | --- | --- | --- | | 北城枫景园 | 15650 | 16890 | -7.34% | | 瑞立辰秀嘉园 | 15540 | 15910 | -2.33% | | 丁桥兰苑 | 14420 | 14760 | -2.30% | 拱墅 | | 8月拱墅区成交活跃楼盘均价涨跌情况 | | | | --- | --- | --- | --- | | 八区 | 8月成交均价 | 7月成交均价 | 环比涨跌 | | | ( 7 . / m ) | ( 7 . / m ) | | | 云河宸元 | 73720 | 69190 | 6.55% | | 融创宜和园 | 69980 | | | | 滨江锦绣之城 | 68690 | 69134 | -0.64% | | 天阳武林邸 | 67541 | 69600 | - ...