上海限购政策正在逐步解锁。 正值夏末，8月25日上海市住房和城乡建设管理委、市房屋管理局等六部门联合印发了一篇通知--《关 于优化调整本市房地产政策措施的通知》（简称沪六条政策），涉及住房限购、公积金、住房信贷、税 收等六项调整，其中外环外区域取消限购、非沪籍单身购房条件放宽等措施引发市场广泛关注。 自此，外环作为一条分界线，逐步成为上海房市未来调控的新锚点。 有市场声音认为，当前上海市发展的重心已经回归到市中心，无论新楼盘上架，还是旧城改造城市更新 提速，城中心区域与郊区的楼市发展差距愈发明显，此次出台的沪六条政策调控或多或少与上海郊区的 去化目标相挂钩。 据观点新媒体观察，从近期上海新上架的外环内部分项目来看，事实上这一政策的影响也传导至上海中 心城区的新盘认购。 其中，中建二局位于上海静安大宁板块开发的中建玖上琅宸项目，意外地成为市场红盘。 01 中建二局静安"首秀" 去年9月14日，上海第五轮土拍现场中出现了一位新面孔---预备正式深入上海房市的中建二局，最终其 以底价63.6亿中标上海静安区灵石社区N070402单元094a-14地块住办项目。 据了解，该项目于9月中旬取证，9月11日开启认购，首推 ...

Group 1 - The core viewpoint of the news is that Gindal Group's stock has experienced a decline in price and significant net outflow of funds, indicating potential challenges in the market [1][2] - As of September 19, Gindal Group's stock price was 4.03 CNY per share, with a market capitalization of 18.194 billion CNY [1] - The company has seen a year-to-date stock price decrease of 7.99% and a 4.50% drop over the last five trading days [1] Group 2 - For the first half of 2025, Gindal Group reported a revenue of 15.678 billion CNY, a year-on-year decrease of 25.80%, and a net profit attributable to shareholders of -3.701 billion CNY, a decrease of 10.13% [2] - The company has distributed a total of 23.149 billion CNY in dividends since its A-share listing, with 703 million CNY distributed in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders included China Securities Finance Corporation and Hong Kong Central Clearing Limited, with notable changes in their holdings [3]

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 数据宝统计，截至09:56，香江控股成交额10.26亿元，创2018年1月16日以来新高。最新股价上涨 7.29%，换手率10.02%。上一交易日该股全天成交额为2.77亿元。 据天眼查APP显示，深圳香江控股股份有限公司成立于1994年01月30日。注册资本326843.8122万人民 币。（数据宝） （文章来源：证券时报网） ...

摩通指，港府《施政报告》措施缺乏惊喜，美国降息幅度亦符合预期，地产股或出现短期获利回吐。该 行对港楼维持正面看法，建议趁低吸纳，发展商首选恒基地产及信和置业，收租股偏好太古地产及恒隆 地产，其次为九龙仓置业及领展。 摩根大通发表研究报告指，美联储降息25个基点后，港银亦跟随将最优惠利率下调12.5个基点。该行预 期，随着美联储未来进一步降息，而港银料跟随降息步伐，香港楼市将于2026年实现真正的正现金流回 报，支持对明年楼价增长3%至5%的基本预测，惟关键是恒指表现保持强势。 ...

消息面上，恒达集团控股公布，已达成所有复牌指引，并已向联交所申请恢复股份于联交所买卖，自今 日上午9时正起生效。今年上半年，恒达集团控股实现收入15.85亿元(人民币，下同)，同比增长8%；公 司拥有人应占利润893.7万元，上年同期亏损5071.8万元。公司指，销售商业物业的毛利率由2024年上半 年的约7.5%上升至2025年上半年的约11.2%，乃由于与2024年上半年相比，2025年上半年交付的商业物 业的成本减少所致。 恒达集团控股(03616)时隔近1年半复牌，早盘一度飙升逾230%，截至发稿，涨153.85%，报0.66港元， 成交额340.59万港元。 ...

消息面上，恒达集团控股公布，已达成所有复牌指引，并已向联交所申请恢复股份于联交所买卖，自今 日上午9时正起生效。今年上半年，恒达集团控股实现收入15.85亿元(人民币，下同)，同比增长8%；公 司拥有人应占利润893.7万元，上年同期亏损5071.8万元。公司指，销售商业物业的毛利率由2024年上半 年的约7.5%上升至2025年上半年的约11.2%，乃由于与2024年上半年相比，2025年上半年交付的商业物 业的成本减少所致。 智通财经APP获悉，恒达集团控股(03616)时隔近1年半复牌，早盘一度飙升逾230%，截至发稿，涨 153.85%，报0.66港元，成交额340.59万港元。 ...

资料显示，光大嘉宝股份有限公司位于上海市嘉定区依玛路333弄1-6号嘉宝大厦14-15F，成立日期1994 年8月17日，上市日期1992年12月3日，公司主营业务涉及房地产和租赁经营。主营业务收入构成为：不 动产租赁51.33%，不动产资管24.59%，商品房销售13.28%，其他8.49%，其他(补充)2.30%。 光大嘉宝所属申万行业为：房地产-房地产开发-住宅开发。所属概念板块包括：核电、低价、小盘、房 屋租赁、沪自贸区等。 截至6月30日，光大嘉宝股东户数6.44万，较上期减少8.89%；人均流通股23294股，较上期增加9.75%。 2025年1月-6月，光大嘉宝实现营业收入6.42亿元，同比减少10.89%；归母净利润-3.73亿元，同比减少 68.65%。 9月19日，光大嘉宝盘中下跌2.20%，截至09:59，报3.11元/股，成交6211.13万元，换手率1.30%，总市 值46.64亿元。 资金流向方面，主力资金净流出651.86万元，特大单买入350.16万元，占比5.64%，卖出287.32万元，占 比4.63%；大单买入917.81万元，占比14.78%，卖出1632.51万元，占 ...

Core Viewpoint - The real estate market in September 2025 is experiencing a mixed performance, with core cities showing resilience while other areas face significant declines in transaction volumes [1][18]. Group 1: Market Performance - In the first half of September 2025, the transaction area in 30 key cities reached 159.3 million square meters, a decrease of 6% compared to the same period last year [1]. - The opening sales rate for projects in these cities was 38%, a slight decrease of 4 percentage points from August 2025 but an increase of 11 percentage points compared to September 2024 [1]. Group 2: City-Specific Trends - Core cities like Shanghai, Shenzhen, Hangzhou, and Chengdu are performing better than last year, with Shanghai's sales rate at 61%, up 4 percentage points from August 2025 and 12 percentage points from September 2024 [5][6]. - Hangzhou's sales rate was 72%, slightly down from August 2025 but up 27 percentage points from September 2024 [5][6]. - Chengdu had a remarkable sales rate of 100% with only one project launched, indicating strong market interest [6]. Group 3: Visitor and Conversion Rates - In Guangzhou, the average weekly visitor count was around 5,121 since June 2025, with a notable recovery in the second week of September, where visitor numbers increased by 11% and sales surged by 40% [9][10]. - Tianjin also saw a rise in customer conversion rates due to new project launches, with significant increases in sales in specific districts [10][11]. - Wuhan's market heat improved with a project opening rate of 60% in the first half of September, up 26 percentage points from July [13]. Group 4: Market Divergence - There is a clear divergence in market performance, with cities like Xi'an, Zhengzhou, and Nanjing experiencing declining sales and high levels of buyer hesitation [17]. - Overall, the market remains volatile, driven by the concentration of new projects in core cities and enhanced marketing efforts [18].

Core Viewpoint - Yunnan Chengtou's stock price has experienced fluctuations, with a year-to-date decline of 4.12% and a recent drop of 2.29% on September 19, 2023, indicating potential challenges in the market [1][2]. Financial Performance - For the first half of 2025, Yunnan Chengtou reported revenue of 918 million yuan, a year-on-year decrease of 1.70%, and a net profit attributable to shareholders of -37.72 million yuan, reflecting a significant decline of 191.80% [3]. - Cumulative cash dividends since the company's A-share listing amount to 707 million yuan, with no dividends paid in the last three years [4]. Stock Market Activity - The stock has seen a trading volume of 65.92 million yuan on September 19, 2023, with a turnover rate of 1.56% and a total market capitalization of 4.111 billion yuan [1]. - Yunnan Chengtou has appeared on the "Dragon and Tiger List" twice this year, with the most recent net buy of 26.75 million yuan on April 11, 2023 [2]. Shareholder Information - As of August 8, 2023, the number of shareholders is 54,500, a decrease of 0.55%, with an average of 29,489 circulating shares per person, an increase of 0.55% [3]. - The fourth largest circulating shareholder is the Southern CSI Real Estate ETF, holding 12.2685 million shares, an increase of 189,800 shares compared to the previous period [4]. Business Overview - Yunnan Chengtou, established on April 21, 1997, and listed on December 2, 1999, is primarily engaged in real estate development, land development, property management, and commercial leasing [2]. - The company's revenue composition includes commercial management (43.12%), property services (21.10%), real estate (19.73%), hotel operations (12.07%), other income (2.53%), and interest income (1.47%) [2].

香港联交所最新资料显示，9月18日，新明中国(02699)股东将股票由宏智证券转入富途证券国际香港， 转仓市值1718.55万港元，占比5.79%。 近期，新明中国发布2025年中期业绩，收益3314.2万元(人民币，下同)，同比下降57.9%;公司拥有人应 占亏损1.37亿元，同比收窄59.1%;每股基本亏损0.728元。 ...