Group 1 - New City Holdings experienced a 5% decline on September 18, with a stock price of 15.20 yuan per share, a trading volume of 248 million yuan, a turnover rate of 0.71%, and a total market capitalization of 34.285 billion yuan [1] - New City Holdings was established on June 30, 1996, and listed on December 4, 2015. The company is primarily engaged in real estate development and sales, with revenue composition as follows: 68.63% from real estate development and sales, 29.06% from property leasing and management, and 2.31% from other sources [1] Group 2 - Shanzheng Asset Management has one fund heavily invested in New City Holdings. The fund, Shanzheng Asset Management Selected Industry Mixed Initiation A (018750), held 38,300 shares in the second quarter, unchanged from the previous period, accounting for 4.63% of the fund's net value, making it the third-largest holding [2] - The fund was established on December 26, 2023, with a latest scale of 10.9956 million yuan. Year-to-date return is 7.76%, ranking 6250 out of 8172 in its category; the one-year return is 36.91%, ranking 4672 out of 7980; and since inception, the return is 21.14% [2] - The fund manager, Zhuang Bo, has a tenure of 10 years and 186 days, with a total asset scale of 11.3079 million yuan. The best fund return during his tenure is 24.93%, while the worst is -3% [2]

消息面上，据国家统计局数据，1-8月，新建商品房销售面积5.73亿平方米，同比下降4.7%，降幅较1-7 月扩大0.7pct，其中住宅销售面积下降4.7%，降幅较1-7月扩大0.6pct。单月来看，8月商品房和商品住宅 销售面积同比分别为-10.6%、-9.7%，降幅较7月分别扩大2.7pct、收窄2.6pct。1-8月全国房地产开发投 资约6.03万亿元，同比下降12.9%。 湘财证券指出，房地产市场销售端和投资端均面临较大下行压力，需要政策持续支持提振市场需求。北 京、上海、深圳于8-9月先后放松限购、优化公积金贷款政策，短期来看政策对促进新房、二手房成交 起到了一定效果，但持续性仍需观察。我们认为接下来要关注9月的地产政策窗口期，地产板块有博弈 机会。 智通财经APP获悉，内房股午后走低，截至发稿，金辉控股(09993)跌8.97%，报2.84港元；富力地产 (02777)跌8.11%，报0.68港元；融创中国(01918)跌5.65%，报1.66港元；新城发展(01030)跌3.32%，报 2.62港元。 ...

Group 1 - The core viewpoint of the news is that Binhai Group's stock has experienced a decline of 5.13%, with a current price of 10.90 CNY per share and a total market capitalization of 33.915 billion CNY [1] - Binhai Group's main business involves real estate development and sales, with 98.93% of its revenue coming from property sales, while other segments contribute minimally [1] - The company was founded on August 22, 1996, and was listed on May 29, 2008, indicating a long-standing presence in the real estate market [1] Group 2 - According to data, a fund under Bank of China Securities has heavily invested in Binhai Group, with a second-largest holding of 470,700 shares, representing 3.81% of the fund's net value [2] - The fund, Zhongyin Securities Value Selection Mixed Fund (002601), increased its holdings by 50,000 shares in the second quarter, but is currently facing a floating loss of approximately 277,700 CNY [2] - The fund has a total asset size of 121 million CNY and has achieved a year-to-date return of 17.16% [2]

Group 1 - Hong Kong property stocks experienced a significant decline on September 18, with Country Garden (02007.HK) dropping over 10% [2] - Other notable declines included Shimao Group (00813.HK) down 8%, and CIFI Holdings (00884.HK) and Agile Group (03383.HK) both falling 7% [2] - Further declines were observed in R&F Properties (02777.HK), Vanke Enterprises (02202.HK), and Sunac China (01918.HK), each decreasing by over 6% [2]

| 代码 | 名称 | 涨跌幅 ^ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | | 09993 | 金辉控股 | 0 -8.97% | 2.840 | 114.88亿 | | 02007 | 碧桂元 | -8.70% | 0.630 | 176.33 Z | | 00813 | 世茂集团 | -8.24% | 0.390 | 31.32亿 | | 03383 | 雅居乐集团 | -7.41% | 0.500 | 25.23 乙 | | 00884 | 旭辉控股集团 | -7.17% | 0.246 | 25.85 乙 | | 02772 | 中梁控股 | -6.90% | 0.081 | 3.54Z | | 02777 | 富力地产 | -6.76% | 0.690 | 25.89亿 | | 03377 | 远洋集团 | -6.32% | 0.163 | 18.97亿 | | 01918 | 融创中国 | -6.21% | 1.660 | 190.4 Z | | 02202 | 万科企业 | -6.13% | 5.510 | 657.38 Z | | 03301 ...

华夏中证全指房地产ETF（515060）成立日期2019年11月28日，最新规模6.43亿。今年以来收益 11.68%，同类排名3515/4222；近一年收益42.65%，同类排名2686/3804；成立以来亏损22.74%。 华夏中证全指房地产ETF（515060）基金经理为张金志。 9月18日，滨江集团跌5.13%，截至发稿，报10.90元/股，成交3.90亿元，换手率1.30%，总市值339.15亿 元。 资料显示，杭州滨江房产集团股份有限公司位于浙江省杭州市庆春东路38号，成立日期1996年8月22 日，上市日期2008年5月29日，公司主营业务涉及房地产开发和销售。主营业务收入构成为：房产销售 98.93%，房产租赁0.44%，房产项目管理服务0.34%，酒店管理服务0.27%，其他0.02%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓滨江集团。华夏中证全指房地产ETF（515060）二季度减持12.35 万股，持有股数163.59万股，占基金净值比例为2.48%，位居第八大重仓股。根据测算，今日浮亏损失 约96.52万元。 截至发稿，张金志累计任职时间108天，现任基金资产总规模2 ...

Group 1 - The recent government policy report did not introduce significant surprises for the real estate market, as measures like stamp duty exemptions and the "Home Purchase Scheme" were not implemented, which is not expected to cause downward pressure [1] - The only slightly positive easing measure is the relaxation of the new "Capital Investor Scheme," allowing residential units valued over HKD 30 million to qualify, which aligns with expectations [1] - Following the policy report, Hong Kong real estate stocks reacted mildly, with the sector underperforming the Hang Seng Index by 2% on September 17 [1] Group 2 - Despite the lack of strong easing policies in the report, the company believes the real estate market may stabilize in the second half of 2025, with property prices expected to rise by 3-5% in 2026 [1] - Preferred developers include Henderson Land Development (00012) and Sino Land Company (00083) [1] - Among property owners, the most favored are Swire Properties (01972) and Hang Lung Properties (00101), followed by Wharf Real Estate Investment Company (01997) and Link REIT (00823) [1]

Group 1 - The recent policy report from the government does not present significant surprises for the real estate market, as measures like stamp duty exemptions and the "Home Purchase Scheme" have not been implemented, which is not expected to cause downward pressure [1] - The only slightly positive easing measure is the relaxation of the new "Capital Investor Scheme," allowing residential units valued over HKD 30 million to qualify, which aligns with expectations [1] - Following the policy report, Hong Kong real estate stocks reacted mildly, with the sector underperforming the Hang Seng Index by 2% on September 17 [1] Group 2 - Despite the lack of strong easing policies in the report, the company believes the real estate market may stabilize in the second half of 2025, with property prices expected to rise by 3-5% in 2026 [1] - Preferred developers include Henderson Land Development (00012) and Sino Land Company (00083), while the most favored landlords are Swire Properties (01972) and Hang Lung Properties (00101), followed by Wharf Real Estate Investment Company (01997) and Link REIT (00823) [1]

Company Overview - Shanghai Shibei High-tech Co., Ltd. is located at Jiangchang 3rd Road, Shanghai, established on November 10, 1993, and listed on March 27, 1992. The company's main business involves the development and operation of industrial park carriers and industrial investment [1][2]. Financial Performance - For the first half of 2025, the company achieved a revenue of 602 million yuan, representing a year-on-year growth of 33.75%. However, the net profit attributable to shareholders was -142 million yuan, a decrease of 4.53% compared to the previous year [2]. - The company has cumulatively distributed 298 million yuan in dividends since its A-share listing, with 28.1 million yuan distributed over the past three years [3]. Stock Performance - As of September 18, the stock price of Shibei High-tech decreased by 2.10%, trading at 5.60 yuan per share, with a total market capitalization of 10.49 billion yuan. The stock has increased by 17.89% year-to-date, with a recent 5-day increase of 0.72% and a 20-day decrease of 8.20% [1]. - The company has appeared on the trading leaderboard four times this year, with the most recent appearance on July 18, where it recorded a net buy of -27.04 million yuan [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 4.90% to 86,800, with an average of 0 circulating shares per shareholder [2]. - The top ten circulating shareholders include various ETFs, with notable increases in holdings from Southern CSI Real Estate ETF and Hong Kong Central Clearing Limited [3].

本月初，深圳出台楼市新政，非核心区放宽限购，商业贷款不再区分首套和二套房，利率由银行根据市 场情况自主确定，多家银行已开始执行新的信贷政策，当地房地产市场反应积极。 深圳房市最近客流量明显增加 据购房者李女士介绍："我是非深户，以前没有名额，现在这个政策一出来以后，对我们这些人就有了 机会。" 据黄冈英山县住建局局长段卫国介绍：服务到物业都是一条龙的，对于困难的家庭我们还有保租房以及 先租后售保障房，已经推出了500多套。 原标题：新建"好房子"受欢迎 政策组合拳激发楼市活力 在靠近深圳莲塘口岸的一个新楼盘售楼处内，参观样板房的客户排起了长队。据某楼盘销售经理王一勇 透露，到访量是明显增加了，粗略统计增加的幅度达到30%～40%。 前不久，位于武汉武昌滨江板块的一个房产项目，以高得房率、优质配套等优势吸引了不少购房者，开 盘当天销售额突破三亿元，创下区域近期开盘去化新高，购房者邓先生说："空间感非常强，270度的采 光非常吸引我。" 眼下，高品质住宅已成为湖北楼市的最大亮点，武汉、襄阳、黄石等地都在大力推动建设高品质住宅， 精准捕捉购房者需求。以武汉为例，上半年武汉按新规打造的13个高品质住宅项目，平均去化率 ...