克而瑞地产研究表示，9月房地产市场热度延续高位波动，得益于核心城市热盘集中入市+项目强销期加强了营销力度，带动了短期项目去化率同比持 增。各城市间预期延续分化行情：京沪深杭蓉等热点城市受供给结构影响较大，沪深杭蓉仍显著好于去年同期；广州、天津、武汉等来访、认购量稳步回 升，带动了客户转化率持增；相较而言，西安、郑州、南京等增长后劲略显不足，认购量稳中有降致使客户转化率高位回落、一降再降，购房观望情绪依 旧浓厚。 01.9月上半月30城新房成交同比降幅收窄，平均去化率38%高位波动 据CRIC监测数据，重点30城9月前14日成交面积达159.3万平方米，与去年同期下降6%。市场呈现出同比降幅放缓的弱复苏特征，从短期市场热度来看，9 月市场热度延续高位：据CRIC监测数据，9月上半月重点30城项目开盘去化率为38%，较2025年8月全月微降4pcts,与2024年9月全月相比增长11pcts。 我们选择了部分典型城市，大体分为以下三类： 第一类为前期热度较高的核心一二线城市，以北京、上海、深圳、杭州、成都为典型代表，各城市项目去化率受新盘供给质量影响较大，沪深杭蓉热度好 于去年同期。 第二类武广州、武汉、天津等弱 ...

证券时报记者吴家明 9月5日的楼市新政之后，深圳大部分区域的购房门槛大幅降低，各类购房需求在一定程度上被激活，而 且新房成交热点开始扩散，从"单点爆发"走向"多点开花"。 目前，正是房地产传统的"金九"营销旺季，不少开发商积极准备，以把握难得的政策窗口期。记者了解 到，多个开发商正在积极筹备推盘计划。中指研究院指数研究部总经理曹晶晶表示，市场已进入"金 九"传统营销旺季，房企在核心城市有望加快推盘节奏，尤其是新规项目入市将有效带动部分改善需求 释放，市场活跃度或将迎来阶段性回升。 在中指研究院深圳分院高级分析师孙红梅看来，此次深圳楼市新政通过分区调控、成本降低、资格扩容 的组合拳，在短期内显著激活市场，非核心区域量价齐升、核心区域温和回暖。政策精准切中深圳楼 市"外围去库存、核心稳预期"的痛点，预计将为"金九银十"楼市旺季奠定基础。 据深圳贝壳研究院监测，新政后第一周，贝壳深圳合作门店新房认购项目中，排名前十的项目占比达 55%，而进入新政的第二周，这一占比大幅回落至33%，成交向更多的楼盘扩散。 套均总价方面，新政第一周贝壳深圳合作门店新房认购项目套均总价为364万元，新政第二周套均总价 达到470万元，环 ...

Core Viewpoint - Tian Di Yuan announced the acquisition of land use rights for a plot in Xi'an High-tech Zone for a total price of 2.015 billion yuan [1] Group 1 - The acquisition was made by Xi'an Tian Di Yuan Real Estate Development Co., Ltd., a subsidiary of Tian Di Yuan [1] - The land plot is identified as GX3-22-73 and is located in the Software New City area of Xi'an [1] - The transaction was completed through a bidding process, indicating a competitive acquisition strategy [1]

近日，青岛市房地产业协会换届选举产生了新一届理事会。市房地产事业发展中心与市房协会长和副会长单位开展座谈，就如何采取有力措施巩固我市房 地产市场止跌回稳态势进行研讨交流。 市房地产发展中心张晓也主任指出，近年来房地产市场进入深度调整期，各房地产企业要充分认识我市房地产市场的特点与潜力，立足新阶段，积极适配 政策与市场变化，以提升服务质量为核心，在产业升级和转型上发力，持续推出适应市场需要的高品质好房子。市房地产业协会作为政府、企业和市场之 间的桥梁纽带，要主动作为，持续开展好各类住房消费活动，推动住房消费供需两方有效对接，切实发挥行业自律、政策宣传、沟通协调等方面作用，全 力推动我市房地产市场高质量发展。 供稿：市房地产发展中心 会上，青特产城、龙湖地产、天一仁和等会长、副会长单位就近年来企业自身发展情况和适应房地产市场新形势采取的新举措进行了充分交流，提出有关 政策需求，并围绕加快构建房地产发展新模式、推动市场止跌回稳等方面提出了工作建议。 ...

Core Insights - The "Qinian Dajie" land parcel in Beijing's Dongcheng District is entering the pre-application phase for bidding, highlighting its strategic location and potential for high competition among developers [1][3][6] - The starting price for the land is set at 1.95 billion yuan, translating to a starting floor price of 78,000 yuan per square meter, which is considered relatively low given the land's prime location [3][13] - The land's development will face challenges due to strict construction requirements and the need to maintain the historical and cultural integrity of the area [7][8][10] Location and Accessibility - The Qinian Dajie land is situated within the second ring road, adjacent to the Temple of Heaven Park and within walking distance to major attractions like Tiananmen Square [1][4] - The area boasts excellent transportation links, with nearby metro access and a variety of essential services, including educational and medical facilities [4][6] Development Specifications - The total area of the land is approximately 22,800 square meters, with a planned construction area of 25,000 square meters and a low plot ratio of 1.1 [6][7] - Residential units are capped at 70% of the total area, with specific height restrictions for different sections of the land, indicating a focus on low-density housing [7][8] Market Potential - The land's unique characteristics and location are expected to attract strong interest from developers, with potential bidding prices likely to exceed 15,000 yuan per square meter based on market trends [13][15] - Historical data from similar land sales, such as the nearby Jinyu Pond parcel, indicates a high likelihood of significant price appreciation due to the scarcity of residential land in the core area [13][15] Future Outlook - The successful bidding and development of the Qinian Dajie land could set a precedent for future land releases in Beijing's core areas, especially following the anticipated UNESCO World Heritage status for the central axis of Beijing [15] - The emphasis on cultural preservation and urban renewal in future developments suggests that while opportunities for new projects may arise, they will be closely aligned with maintaining the historical character of the city [15]

区内联合验收成员单位相关负责人根据企业困难，分别提出可行性方案，给出规范化验收建议。联合验收成员单位从支持地区经济增长，优化营商环境， 助力现房销售，启动联合验收工作方面，提出了三点工作建议：一是建设单位落实主体验收责任，项目要符合消防、电力、停车配套、燃气、热力等专业 的整体系统化建设方案。二是加强沟通，及时对接验收标准，保障项目及时上线申请。三是联合验收成员单位加快受理审批，提高工作效率。 为促进住宅项目市场销售，推进西红门玖玥府住宅项目现房销售程序，启动工程竣工联合验收，区住建委组织召开西红门玖玥府6006地块住宅项目水电气 热暖市政公共服务事项协调推进工作会。 区水务局、区城管（停车配套中心、能源科）、国家电网大兴供电公司、通管办、燃气集团大兴四分公司等联合验收成员单位负责人，项目建设单位项目 负责人及工程相关专业工程施工负责人参加会议。 会上，中建玖合发展集团有限公司北京区域负责人阐述了项目建设情况和企业需求。 ...

Group 1 - The recent surge in the real estate sector is attributed to capital market fund rotation and undervaluation of stocks, with significant price increases observed in companies like Wantong Development (over 140% in 60 trading days) and Zhejiang Dongri (over 98%) [2][3][5] - The A-share market has seen multiple real estate stocks performing strongly, with a cumulative increase of over 20% in the real estate sector since late June [2][5] - In the Hong Kong market, the property sector has also shown a notable increase of 26.52% since June, indicating a positive sentiment towards quality real estate companies [5] Group 2 - Recent policy changes in major cities like Beijing, Shanghai, and Shenzhen have relaxed purchase restrictions, which has positively impacted market sentiment and injected confidence into the real estate sector [6][11] - The traditional sales peak season of "Golden September and Silver October" is expected to improve short-term performance for real estate companies, further driving investor optimism [6][11] - Debt restructuring progress among distressed real estate companies, such as Kaisa Group and CIFI Group, has alleviated market concerns regarding industry debt risks, leading to increased capital inflow into the sector [7][10] Group 3 - Despite the positive movements in the capital market, the actual sales data for real estate companies remains under pressure, indicating a complex relationship between stock performance and market recovery [11] - The current housing market still faces downward pressure on prices, with the goal of stabilizing the market being a primary focus for the industry [11]

公司关注到有媒体报道公司控股子公司北京首开盈信投资管理有限公司（简称"盈信公司"）间接持有杭 州宇树科技股份有限公司（简称"宇树科技"）股权，现就此事说明如下。盈信公司为公司持股比例为 62.74%的控股子公司。截至2025年7月，盈信公司对金石成长股权投资（杭州）合伙企业（有限合伙） 认缴出资3亿元，实缴出资1.8亿元。经公司了解，截至8月25日，基金的认缴规模为460,963.95万元。据 此计算，盈信公司持有基金的认缴份额比例约为6.51%（上述比例随着基金实际运营的认缴规模变化而 变化）。根据天眼查显示，基金持有宇树科技4.7683%股权。按此计算，盈信公司间接持有的宇树科技 股权比例约为0.3%，持股比例很低。盈信公司对基金的投资仅为财务性投资，对基金决策运作无控制 力和影响力。 格隆汇9月18日丨首开股份（维权）(600376.SH)公布股票交易异常波动公告，近期公司股票交易呈现出 交易量明显增长、换手率大幅提升、股东人数显著增长、个别机构股东出现减持清仓等情况，股价短期 上涨过快，严重偏离基本面，可能存在下跌风险。 ...

国安股份（000839）(000839.SZ)公告，公司全资子公司视京呈通信(上海)有限公司(简称"视京呈")拟通 过公开挂牌方式转让其名下位于上海市的华夏银行大厦6处房产及地下车位。视京呈拟以不低于1816.98 万元的挂牌价格在上海联合产权交易所有限公司公开挂牌转让标的资产，并可根据市场情况下调价格不 超过10%。若仍无法成交且计划继续出售，将重新履行相关审批程序后执行。 ...

Group 1 - Recent strong performance in the real estate sector, with some companies experiencing significant stock price increases, such as Wan Tong Development with over 140% rise in 60 trading days [2][3] - The A-share market has seen multiple stocks hitting the daily limit, including Xiangjiang Holdings and Shanghai Construction, indicating a bullish trend [3] - The Hong Kong stock market also reflects this trend, with a 26% increase in property stocks since June, showcasing investor confidence in leading real estate firms [5] Group 2 - Factors driving the recent surge include capital market dynamics, undervaluation of stocks, and the diversification of companies beyond real estate sales [6] - Recent policy changes in major cities like Beijing, Shanghai, and Shenzhen have eased purchase restrictions, providing a boost to market sentiment [8][9] - The traditional sales peak season of "Golden September and Silver October" is expected to improve short-term performance for real estate companies [10] Group 3 - Debt restructuring progress among distressed companies like Kaisa Group and CIFI Group has alleviated market concerns regarding industry debt risks [11][12][13] - The relationship between capital market recovery and the real estate market is complex, with current sales data still under pressure despite stock price increases [15] - Analysts suggest that for a true market turnaround, improvements in housing demand and income expectations are necessary, as current housing prices still face downward pressure [16]