租赁

Search documents
华电科工:终止租入风机安装平台设备
news flash· 2025-06-27 08:58
Core Viewpoint - The company has agreed to terminate the leasing contract with Shanghai Boqiang Heavy Industry Group Co., Ltd. due to the latter's intention to sell the equipment, resulting in a change of the contract amount from 648 million to 0 [1] Group 1 - The leasing contract and its amendment have been executed for one month [1] - The company will no longer bear leasing and rental payment obligations starting from June 1 [1] - The termination of the contract is not expected to have a significant impact on the company's projects and operating performance [1]
普缙:息口下调带动香港住宅市道回升 但非住宅物业市场受投资者减持仍低迷
智通财经网· 2025-06-27 07:23
普缙指,受2024年上半年政府"撤辣"措施造成的高基数效应影响,2025年首五个月的新盘成交宗数较去 年同期为低,但个别新盘仍录得不俗销售成绩。据香港差估署数据,今年及2026年分别预计约有20,900 个及20,100个住宅单位落成,而2024年全年一手成交量只有约16,900伙。该行认为,按照现时的趋势来 看,2025年的新盘成交量预计较2024年为低,因此新盘货尾高库存问题仍会持续。 二手市场方面,由于现时楼价较以往高峰下跌约三成,加上息率趋势向下及政府放宽印花税,部份用家 开始进入市场,令到整体二手住宅成交量企稳,但市场价格仍受制于一手市场主导。现时部份新盘需提 供较为进取的优惠才可吸引买家入市,加上现时新盘货尾数量高企,买家的选择较多,预计整体楼价或 需等待实际按息较长时期维持较低水平才有望回稳。另住宅租赁市场则受惠于留学生及高才通人士来港 带动住屋需求,整体租金将持续向好。 智通财经APP获悉,普缙集团发表《2025年上半年香港地产市场分析及展望》报告,指港府最新公布的 财政预算案未有推出重大楼市措施,上半年整体物业市场气氛仍较审慎,各类型的物业市场价格仍于维 持低位。该行指,近期实际按揭息率出现 ...
锋芒|凌雄科技(02436)胡祚雄:中国成为工程师国家是历史必然 行业里迭代1万次胜过1万小时深耕
智通财经网· 2025-06-27 03:06
Core Viewpoint - The company, Lingxiong Technology, has evolved from a small stall in Huaqiangbei to a leading player in the DaaS (Device as a Service) market, with a focus on IT office equipment services and a growing emphasis on AI computing power rental as a second growth engine [1][2][3]. Group 1: Company Growth and Market Position - Lingxiong Technology has established a nationwide service network covering 19 key cities in China, with a total device subscription exceeding 6.17 million units [1][4]. - The company operates in a "long slope, thick snow" market, indicating a steady growth trajectory despite short-term market fluctuations [3][4]. - The DaaS market in China has a penetration rate of only about 5%, suggesting significant growth potential as the company aims to serve a larger portion of the over 58 million small and medium-sized enterprises (SMEs) in the country [4][5]. Group 2: Business Model and Revenue Streams - The DaaS model combines device subscription, IT services, and recycling, allowing for full lifecycle management of IT assets [12][21]. - The company has maintained a double-digit compound annual growth rate (CAGR) even during challenging periods, with expectations for continued revenue growth in 2024 [5][16]. - Lingxiong Technology's strategy includes expanding service offerings based on customer needs, such as introducing AI computing power rental services [6][21]. Group 3: Competitive Advantages and Market Strategy - The company emphasizes "service density," "customer stickiness," and "cost advantages" as key competitive factors in the AI computing power rental market [9][10]. - Lingxiong Technology has established partnerships with strategic investors like JD.com and Tencent, enhancing customer acquisition and operational efficiency [4][14]. - The company aims to deepen market penetration by increasing service density within existing customer bases rather than pursuing rapid geographic expansion [21][22]. Group 4: Future Outlook and International Expansion - The company plans to serve 100,000 enterprises and reach 1 million device subscriptions within three years, with a long-term goal of serving 1 million enterprises [23][24]. - Lingxiong Technology is exploring international expansion, primarily by following its clients abroad, which minimizes risk [24][25]. - The company recognizes the importance of data in AI applications and is focused on enhancing its digital transformation to support future growth [7][11].
算力租赁有望成为RWA下一重要场景,这些公司布局了算力租赁业务
Xuan Gu Bao· 2025-06-26 15:07
Group 1: Industry Insights - The Hong Kong government aims to establish the region as a global innovation center for digital assets, as stated in the "Hong Kong Digital Asset Development Policy Declaration 2.0" [1] - The concept of Real World Asset (RWA) tokenization is gaining traction, allowing tangible and intangible assets to be converted into digital tokens on the blockchain, facilitating investment in fixed-income products and asset diversification [1] - Major financial institutions like BlackRock, Citigroup, and JPMorgan are actively participating in RWA projects, promoting the on-chain representation of diverse assets [1] Group 2: Market Trends - Analysts suggest that computing power leasing, similar to charging piles, could become the next integration point in the RWA industry chain, given its characteristics of market growth, clear yield transparency, and defined financing needs [2] - The RWA assets need to possess three key traits: being in a growth phase, having stable and visible yields, and a vibrant market with numerous participants to facilitate trading [1] Group 3: Company Developments - Xichuang Data has established 25 supercomputing centers globally and has signed contracts with major companies like China Mobile International and Yubida, providing services in cloud gaming and cross-border e-commerce [3] - Yitian Intelligent is deeply engaged in the computing power service industry, creating a comprehensive ecosystem that includes "smart hardware + computing power foundation + intelligent services" [4]
浦发有家双产品线项目满租,浦东“两个100万”政策初见成效
Xin Hua Cai Jing· 2025-06-26 13:40
新华财经上海6月26日电(谈瑞)26日,浦发集团房管公司副总经理、浦发有家总经理谢俊表示,旗下 两条市场化产品线——浦发有家M寓和浦发有家臻享的上市项目出租率均达100%,并已计划开始申报 相关公募REITS产品。 在相关政策直接引导与支持下,浦发有家等市场化运营主体正成为政策落实的有力载体。5月20日,浦 发有家租赁社区党群服务站启用,首批受益于"两个100万"政策的青年人才已顺利入住包括浦发有家等 在内的社区,企业运营成效与政府资源对接逐步形成良性循环。 据悉,浦发有家诞生于2022年,是浦发集团旗下的租赁住房运营品牌,以上海市不同层次、产业和领域 青年人才为目标客群,提供保障性租赁住房、高品质租赁社区、服务式公寓产品及服务,打造"居住 +配套+社交+创新+人才孵化"五位一体人才安居服务生态圈。当前,浦发有家搭建有三条品牌线,分别 是浦发有家租赁社区(保障性租赁住房)、浦发有家M寓(市场化青年白领公寓)以及浦发有家臻享 (市场化中高端服务式公寓)。 浦发有家的运营成果不仅体现出市场对高品质租赁住房的强劲需求,也折射出上海青年人才安居战略的 实质性推进。此前发布的《浦东新区关于支持青年人才创新创业的若干措施 ...
华为“天才少年”,百亿企业董事长,湖北杰青,竟然都来自这所高校!
Sou Hu Cai Jing· 2025-06-26 13:12
年薪201万的华为天才少年张霁 这些备受瞩目的"榜样人物" 竟都来自同一所高校 武昌理工学院 张霁 武昌理工学院人工智能学院 电子信息专业2009级学生 华中科技大学武汉光电国家研究中心博士 …… 企业估值超300亿的知名企业董事长周艺君 公司营收超1亿的00后创业先锋王嘉浩 自主研发项目获30万元奖励的刘蕤豪 北京大学博士、省杰出青年基金获得者祝海川 跳河勇救落水女子获评"荆楚楷模"的熊博文 中国年度大学生人物、湖北省青年创业榜样解砾 华为"天才少年"项目最高档成员 是该项目中唯一一位 本科院校非985重点大学的学生 年薪高达201万 周艺君 武昌理工学院商学院国贸专业2003级校友 全球租房机构规模第一的 北京自如住房租赁有限公司董事长 该公司注册资本55.6亿元 年营业额超200亿元 被列入北京市独角兽企业名单 其估值为55.38亿美元(约合人民币360亿元) 王嘉浩 武昌理工学院创意设计学院 视觉传达专业大四学生 大二开始创业成立公司 截至目前公司销售额超1亿元 曾获湖北省第十三届"挑战杯" 大学生创业计划竞赛项目省级金奖 刘蕤豪 武昌理工学院人工智能学院 计算机科学与技术专业大三学生 凭借自主研发的 ...
上半年广州甲级办公楼租赁市场净吸纳量约8万平方米
Zhong Guo Xin Wen Wang· 2025-06-26 10:26
中新网广州6月26日电 (记者许青青)据仲量联行26日提供的数据,2025年上半年广州甲级办公楼租赁市 场(下称"广州办公楼租赁市场")净吸纳量约8万平方米,企业品牌升级与出海服务需求带动广州办公楼 租赁需求结构优化。 数据显示,2025年上半年,广州TMT行业继续领跑广州办公楼租赁市场,占全市新租赁面积约30%。全 球化品牌运营的产业新赛道催生了第三方服务的市场,为广州办公楼租赁市场注入新的活力。企业管理 系统软件商、数据分析软件、MCN机构等电商服务商的等贡献了TMT行业超半数的新租赁面积。琶洲 和广州国际金融城两大新兴商务区商业氛围逐步成熟、租金门槛较低,持续吸引TMT行业及面向成长 型企业的专业服务业集聚。 此外,广州制造业转型升级的浪潮中,品牌集群效应正催生新一轮办公空间需求升级。仲量联行研究部 资深董事、中国区物流地产研究负责人曾丽介绍,三类企业正带动广州办公楼市场的新兴需求,一是完 成品牌化布局的细分赛道头部企业,像特色生鲜垂直平台、专注在线销售渠道的美妆集团与头部 MCN 机构,业务扩张促使其办公空间需求增长;二是本地游戏企业,其全球竞争力提升带来办公升级的持续 需求;三是进入资本化阶段的跨境 ...
香港:3月名义平均工资率同比上升3.5%
智通财经网· 2025-06-26 08:59
Core Insights - The average wage rate in Hong Kong increased by 3.5% year-on-year in March 2025, with approximately 62% of companies reporting wage increases, while 34% experienced declines [1][2] - After adjusting for inflation, the real average wage rate rose by 1.6% in March 2025 [1][2] - The nominal average salary index for employed individuals increased by 3.2% year-on-year in the first quarter of 2025, with a real increase of 1.6% after accounting for inflation [1][2] Industry Changes - All selected industry categories recorded year-on-year increases in nominal wage indices ranging from 3.1% to 4.1% in March 2025 [2] - Real wage indices across all selected industries also saw year-on-year increases, varying from 1.1% to 2.1% in March 2025 [2] - The nominal average salary index for all selected industries in the first quarter of 2025 increased between 2.0% and 3.9% year-on-year, while real average salary indices rose between 0.4% and 2.3% [2] Wage Index Data - The nominal wage index for the manufacturing sector was +3.2% in March 2025, with a real increase of +1.2% [3] - The wholesale and retail trade sector recorded a nominal increase of +3.1% and a real increase of +1.1% [3] - The transportation sector saw a nominal increase of +3.5% and a real increase of +1.5% [3] - The accommodation and food services sector had a nominal increase of +3.8% and a real increase of +1.8% [3] - The financial and insurance activities sector recorded a nominal increase of +4.0% and a real increase of +2.0% [3] - The real wage index for professional and business services was +2.1% with a nominal increase of +4.1% [3] - The personal services sector experienced a nominal increase of +3.9% and a real increase of +1.9% [3]
品牌升级与出海服务成为广州办公租赁需求亮点
news flash· 2025-06-26 08:28
Core Insights - The report from JLL indicates that the rental market in Guangzhou remains weak in the first half of 2025, with a net absorption of approximately 80,000 square meters [1] - The demand structure for office leasing in Guangzhou is being optimized due to corporate brand upgrades and overseas service needs [1] - The overall vacancy rate in the city has slightly increased to 23.8% as new supply enters the market [1]
东京房租创30年最大涨幅 日本通胀传导现关键信号
智通财经网· 2025-06-26 07:06
Core Insights - Tokyo's apartment rents are rising at the fastest pace in 30 years, signaling a new wave of inflationary pressure in Japan's economy [1][4] - The latest data from Japan's Ministry of Internal Affairs shows that rents in Tokyo increased by 1.3% year-on-year from April to May, marking the largest increase since 1994 [1][4] - This increase, while modest compared to Tokyo's core inflation rate of 3.6%, indicates a significant shift in the rental market since the asset bubble burst in the early 1990s [1][4] Rental Market Dynamics - The rise in rents is attributed to multiple factors, including increased mortgage costs as the Bank of Japan ends its negative interest rate policy, with floating rates now at 1.875%, the highest since the 2008 financial crisis [5] - Approximately 80% of home loans in Japan are on floating rates, leading landlords to pass on the increased costs to tenants [5] - Maintenance costs are also rising, with significant increases in expenses for repairs and replacements, further driving up rental prices [5] Investment Trends - A notable influx of foreign investors is expected, with 20% to 40% of new apartments in Tokyo projected to be purchased by overseas buyers in the second half of the 2024 fiscal year [5] - This trend may accelerate changes in the market pricing mechanism, as these investors may not be familiar with Japan's two-year fixed rent practices [5] - The combination of a booming stock market and a depreciating yen is attracting foreign capital, making Tokyo's real estate a target for global asset allocation [5] Policy Responses - The Bank of Japan has identified the real estate market as a key area for monitoring in its latest financial system report, contrasting with its previous observations of stagnant rents over the past two decades [5] - In response to rising inflation, the government has announced a subsidy of 20,000 yen per person and plans to restore utility subsidies to balance inflationary pressures with public welfare [5] Consumer Impact - The rising rents are significantly impacting the disposable income of residents, with rent now consuming 28.3% of the monthly disposable income for single residents in Tokyo [4] - This financial strain is forcing individuals to cut back on discretionary spending, highlighting the microeconomic effects of inflation through the housing channel [6]