9/23 13:30-17:00 Shanghai 全球视野·中东机遇 2025中东不动产投资高峰论坛 - 克而瑞 X Asia Bankers Club X Aldar - VIEW 阿联酋作为全球房地产投资的战略高地，已成为海外资本布局中东的核心枢纽。迪拜与阿布扎比作为阿联 酋经济双核，未来5-10年将持续引领中东房地产市场的差异化繁荣，为全球投资者提供高潜力、多元化的 投资机遇。 基于此，克而瑞研究中心于9月23日在上海举办 「2025年中东不动产投资高峰论坛」 ，本次论坛以 "全球 视野·中东机遇" 为核心，汇聚 中阿政企领袖、国内前沿学者、全球资本战略专家以及国内标杆企业高管 ，深度解读中东市场投资逻辑与"一带一路"合作新路径，为投资者提供前瞻性战略参考。 9月23日，与克而瑞一起共探阿联酋不动产投资置业之变化与机遇。 高含金量论坛 重磅发布 #重构资产估值体系 ： IFCX 集团与 Asia Bankers Club 创始人及首席执行官 讲解从"高收益"到"风险收益 比"的科学决策。 克而瑞联手Asia Bankers Club 首发 《2025上半年阿联酋住宅市场趋势报告》 ，以专业、权威的视角 ...

Core Viewpoint - The article emphasizes the critical role of artificial intelligence (AI) in driving innovation and transformation within the real estate industry, highlighting the need for collaboration and the establishment of industry standards to facilitate AI integration and application [2][4][5]. Group 1: AI Application Development - 2025 is identified as a pivotal year for the explosion of AI technology, with significant advancements in foundational models and various intelligent applications [3]. - The report by the CEO of Ke Rui Group outlines the current state, challenges, and future trends of AI applications in the real estate sector, based on extensive research of leading real estate companies [3]. Group 2: Policy and Strategic Focus - The current period is characterized as a golden age for AI policy benefits, with the government introducing a series of "AI+" and "urban renewal" policies aimed at deepening the integration of AI with traditional industries [4][5]. - The focus of these policies is on three core areas: deep integration of AI with traditional industries, building a new framework for digital China, and achieving high-quality urban development [5]. Group 3: Investment Trends in Real Estate - During the 14th Five-Year Plan, leading real estate companies saw a peak in digital investment at 150 million yuan in 2021, followed by a decline in subsequent years, indicating a cautious approach towards AI investment despite its anticipated importance [14]. - Over 90% of leading real estate companies expect AI to be operational within 1-2 years, but only about 40% anticipate an annual growth rate of 10-30% in AI investment [14]. Group 4: AI Application Characteristics - The real estate industry exhibits a dual characteristic in AI investment, with over one-third of enterprises (mainly state-owned enterprises) investing over 10 million yuan, while most remain at the million-yuan pilot stage [19]. - Domestic large models dominate the technology selection, with an average of 2.9 models adopted to meet diverse business needs, indicating a trend towards practical and adaptable technology architecture [19]. Group 5: AI in Real Estate Lifecycle - AI applications are identified in five core business scenarios within the real estate lifecycle: investment decision-making, design and construction, marketing services, property services, and real estate operations [29][30]. - AI is transforming investment decision-making from experience-based judgments to data-driven strategies, enhancing efficiency in construction processes, and revolutionizing marketing and customer engagement [30]. Group 6: Challenges in AI Implementation - The primary challenges in AI application include technology and talent shortages, with many enterprises still evaluating the reliability of AI technologies and facing difficulties in utilizing unstructured data [22][24]. - Data silos are a significant issue, with over 70% of companies experiencing moderate to severe data isolation, hindering effective data integration and AI training [26]. Group 7: Talent Shortage and Organizational Response - A shortage of composite AI talent, particularly those who understand both business and technology, is a critical bottleneck for enterprises [28]. - Companies are actively addressing this by providing systematic AI skills training and gradually replacing repetitive roles with AI, indicating a shift towards internal transformation and external talent acquisition [28]. Group 8: Future Directions and Collaboration - The article concludes that the release of AI application value is a long-term process, requiring strategic patience and systematic implementation across various paths, including high-quality data construction and talent cultivation [59]. - Ke Rui and the China Real Estate Association's AI Application Subcommittee are collaborating to launch an industry AI application development cooperation plan, aiming to summarize and promote intelligent practices in the real estate sector [61].

Group 1: New Energy Business Development - The company is actively expanding its new energy business through its subsidiary China Nuclear Technology, focusing on distributed photovoltaic and energy storage projects [2] - As of June 2025, China Nuclear Technology has completed the construction and grid connection of the 100MW/200MWh energy storage project in Linxiang, and operates a total of 117 power stations, including 103 wind and solar stations and 14 energy storage stations, with a total operational scale of 2,030MW [2][4] - The company aims to enhance the "green" aspect of its industrial parks by implementing rooftop photovoltaic projects [2] Group 2: Real Estate and Market Strategy - The company is committed to avoiding competition with its controlling shareholder in real estate development and will address any potential conflicts through asset injection or management delegation [3] - The Xi'an Fengxi project, acquired in 2024, is currently under construction and has begun pre-sales [3] - The company plans to deepen its presence in key markets such as the Yangtze River Delta and the Guangdong-Hong Kong-Macao Greater Bay Area, despite facing performance pressures from market conditions [3][4] Group 3: Financial Performance and Asset Management - The company conducts annual asset impairment assessments to ensure accurate financial reporting [4] - The marine engineering business, operated by its subsidiary Shenzhen Chiwan Shengbao Wang Engineering Co., achieved a revenue of 691 million yuan in 2024 [4] - The company is exploring the issuance of additional public REITs to enhance asset management and operational efficiency [4]

Group 1 - The company Rongsheng Development announced that as of the disclosure date, the total actual guarantees amounted to 44.127 billion yuan, which represents 297.05% of the company's most recent audited net assets [1] - Among the total guarantees, the actual guarantee balance provided to entities outside the consolidated financial statements is 7.752 billion yuan, accounting for 52.19% of the company's most recent audited net assets [1] - The overdue guarantee amount for the company is 10.251 billion yuan [1] Group 2 - For the first half of 2025, the revenue composition of Rongsheng Development is as follows: real estate accounts for 87.71%, property management for 7.99%, hotel operations for 1.98%, industrial parks for 1.56%, and other industries for 0.75% [1] - As of the time of reporting, the market capitalization of Rongsheng Development is 7.7 billion yuan [1]

Group 1: Company Strategies - The company has implemented a "Value Management System" to enhance its market value, with the first sustainability report released on April 3, 2025, showcasing commitments to social responsibility and environmental governance [1] - The company aims to continuously create and enhance its intrinsic value through stable operations, standardized practices, transparent information disclosure, active investor relations, and reasonable shareholder return strategies [1] Group 2: Financial Performance - The main reason for the decline in half-year revenue in 2025 is attributed to decreased income from the urban complex investment and development sector [1]

Group 1: Market Performance - The overall residential market in Beijing recorded 3,764 transactions from September 8 to September 14, with a total sales amount of 31.46 billion yuan [1] - Zhonghai Lijinfu achieved a net signing amount of 2.13 billion yuan, becoming the top new home sales project in the city [1] - In the new housing market, 57 out of 70 cities saw a decline in new home prices, while 9 cities experienced an increase, with Shanghai, Hangzhou, and Yichang leading with a 0.4% rise [3] Group 2: New Projects - Longhu Chinhang in Shunyi has obtained a pre-sale permit, with a total of 551 units planned and a selling price range of 40,200 to 45,700 yuan per square meter [2] - The project consists of 17 buildings with a total of 524 households, featuring apartments with sizes ranging from 97 to 165 square meters [2] Group 3: Company Updates - China Merchants Shekou announced the resignation of Chairman Jiang Tiefeng due to work relocation, with Zhu Wenkai appointed as the new chairman [4] - Vanke Group has completed an organizational restructuring, which includes a new structure for its headquarters, regional companies, and business divisions [5] Group 4: Policy Changes - The State Administration of Foreign Exchange has introduced measures to facilitate foreign individuals in purchasing property in China, allowing them to make foreign exchange payments before obtaining the necessary purchase documentation [6]

智通财经APP讯，朗诗绿色管理(00106)发布公告，自2025年9月19日起：由于李蓉女士有意将更多时间 用于其他个人事务，故彼已辞任独立非执行董事。于辞任后，李蓉女士不再为公司薪酬委员会主席以及 公司审核委员会、提名委员会以及环境、社会及管治委员会的成员; 由于韩丽萍女士有意将更多时间用于其他个人事务，故彼已辞任独立非执行董事。于辞任后，韩丽萍女 士不再为审核委员会主席以及薪酬委员会、提名委员会以及环境、社会及管治委员会的成员。 ...

证券之星消息，9月19日房地产开发板块较上一交易日上涨0.44%，大龙地产领涨。当日上证指数报收于 3820.09，下跌0.3%。深证成指报收于13070.86，下跌0.04%。房地产开发板块个股涨跌见下表： 从资金流向上来看，当日房地产开发板块主力资金净流出4.11亿元，游资资金净流出1.38亿元，散户资金 净流入5.49亿元。房地产开发板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000002 | 万科A | 3.45 Z | 18.33% | -1.13 Z | -5.99% | -2.32 Z | -12.35% | | 600048 保利发展 | | 1.93亿 | 9.47% | -9220.78万 | -4.51% | -1.01 Z | -4.95% | | 600658 | 电子城 | 9159.24万 | 11.75% | -1420.65万 | -1.82% | -7 ...

2025年9月19日，绿地控股集团股份有限公司第十一届董事会第三次会议以通讯方式召开，11位董事均 参与表决。会议审议通过任免公司高级管理人员议案，同意聘请陆新畬、吴晓晖、任虎、薛明辉、姜威 担任公司副总裁，任期与本届董事会一致；陈军因个人原因辞去公司执行总裁职务，且不再担任其他职 务。表决结果为11票赞成，0票反对，0票弃权。公告还披露了五位拟任副总裁的详细简历。 ...

为维护投资者权益、确保股东会顺利召开，北京首都开发股份有限公司宣布本次股东会注意事项，如做 好筹备工作、规范参会人员行为、控制发言时间等。本次2025年第五次临时股东会由董事会召集，9月 26日14点现场会议于北京市朝阳区首开广场四层会议室召开，网络投票同日进行。股权登记日为9月19 日。会议将审议向控股股东首开集团进行不超30亿元永续债权融资议案，年化利率为5年期 LPR+40BP，控股股东及其一致行动人将回避表决，该议案已获独董和董事会审议通过。 ...