本文字数：2989，阅读时长大约4分钟 作者 |第一财经 郑娜 "9·5"新政之后，深圳市场上的各类购房需求被激活。2025年第37周（9月8日—14日），深圳全市新房 住宅类别（预售+现售）成交589套，环比增长约17%；二手房录得1554套，环比增长15.4%。 放开限购的罗湖区是此次新政中变动最大的区域之一，不少购房者直接拥有了资格，推动了该区域成交 放量。乐有家研究中心数据显示，9月6日—14日，罗湖区看房量环比上涨29%、签约量上涨也超25%。 2025.09.17 这并不是个例。深圳中原二级市场事业一部营销总监曾海娟主要负责新房代理销售。新政之后，她接触 到不少外地客户，例如东莞、长沙等湾区或外区的客户，也是自住加投资型的需求。 "东莞的客户买房是因为小孩在香港读书工作，提前在深圳准备一套房，"曾海娟告诉记者，他们认为深 圳这座城市有发展优势，离香港又近，往来方便，未来即便是投资，深圳的房子也有一定的优势。 近来还有不少香港购房者出于养老需求，会考虑一些山景或海景物业，也当作养老投资；亦有来自台湾 的客户咨询购房政策和注意事项等。曾海娟表示，"这些来自港澳台的置业咨询和对政策的关注，也是 此次新政 ...

证券代码：000718 证券简称：苏宁环球 苏宁环球股份有限公司 投资者关系活动记录表 5、公司地产业务的竞争优势 公司依托深厚的品牌积淀、优质的土地储备、卓越的管理 能力以及健康稳健的财务结构，构建起多维度、差异化的综合 竞争优势。2025 年半年度末，公司资产负债率仅为 29.74%， 扣除合同负债后的资产负债率低至 27.43%，财务安全边际较 高，良好健康的财务状况，为公司管理运营、业务发展及战略 投资提供坚实保障。公司践行"品质为先，以客户需求为中心" 的项目开发理念，持续优化产品结构，匠心打造精品项目。同 时公司着力优化地产业务营销体系，重点提升周边城市客群和 老带新客户等方式，在降低成本同时，有效提升增强营销效果， 在售项目如滨江雅园、荣锦瑞府等销售情况居于区域头部，持 续热销。 6、公司对投资者回报的规划 公司高度重视股东回报，持续多年进行现金分红，分红股 息率在全市场稳居前列，2022 年以来公司现金分红总额累计达 9.66 亿元，已实施完毕 8.75 亿元，未来公司将持续以良好的 经营业绩和分红回报广大股东。 | ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 投资 ...

Group 1 - Vanke has undergone a significant organizational restructuring following the full takeover by Shenzhen Metro Group, with changes announced on September 17 [2][4] - The new structure includes a headquarters, regional companies, and business divisions, with 11 centers under the headquarters and 16 regional companies [2][4] - The restructuring aims to eliminate the development and operation department, shifting from a "5+2+2" structure to a direct management model for regional companies, enhancing headquarters control and execution capabilities [4][5] Group 2 - This marks the second major personnel change for Vanke in 2023, following a leadership overhaul in January where key executives resigned and were replaced by personnel from Shenzhen Metro Group [5] - Vanke's financial performance has been under pressure, with a reported revenue of 105.32 billion yuan in the first half of the year, a 26.2% year-on-year decline, and a net loss of 11.947 billion yuan [5][6] - The real estate industry is experiencing a downturn, prompting companies like Vanke to adopt a flatter organizational structure to improve operational efficiency and market responsiveness [6]

21世纪经济报道记者张敏 9月16日，绍兴市新昌县出让1宗低密商住地，地块容积率为1.2，建筑面积4.7万平方米。最终，绍兴市 连城房地产以3.2亿元的总价竞得，成交楼面价为6813元/平方米，溢价率12.14%。 值得一提的是，这场土拍历时约7小时，竞价轮次超过300轮。 近期，随着政策层面的利好持续释放，热点城市土地市场继续保持热度。在上述绍兴地块出让的同一 天，成都、杭州各有两宗地块溢价出让，分别收金26.12亿元、21.23亿元。 有机构指出，近期的重点城市土拍，呈现出两个主要特点：在供应端，优质地块继续推出，部分地块经 调整规划后重新上架，并获得追捧；需求方面，民营房企的拿地热情上升，接连有所斩获。 土地交易升温，在一定程度上反映出房企信心的回升。与此同时，从房企拿地区域的变化不难看出，新 的竞争局面正在形成。民企拿地热情升温 9月8日，东莞市万江街道一宗安置房用地经过100轮竞价完成成交，成交总价为3.77亿元，溢价率 35.61%。这宗地块的得主为安徽华城住丽建设投资有限公司，由上海国信泽铵实业发展有限公司100% 控股。通过股权穿透发现，中信国际资产为公司股东之一。 9月9日，浙江永康市成功出 ...

Group 1: Northern Metropolis Development - The Northern Metropolis concept was first introduced in the 2021 policy report, covering an area of approximately 300 square kilometers, aimed at becoming an economic engine driven by innovation and technology [2] - The Chief Executive emphasized the strategic importance of the Northern Metropolis, which borders Shenzhen and is expected to account for one-third of Hong Kong's future population, creating numerous jobs and enhancing productivity [2][5] - A new "Northern Metropolis Development Committee" will be established to accelerate development, with three working groups focusing on operational models, university town planning, and overall project management [3][4] Group 2: Financial Market Development - Hong Kong's stock market has shown strong performance, with the Hang Seng Index rising over 20% since the beginning of the year and IPO fundraising exceeding HKD 130 billion, marking a nearly sixfold increase year-on-year [6] - The policy report outlines measures to attract overseas companies for secondary listings in Hong Kong, leveraging the unique connectivity with mainland China [6][7] - Proposed changes include shortening the stock settlement cycle to T+1, which aligns with international standards and enhances market liquidity [7] Group 3: Housing and Living Standards - The government aims to increase public housing supply to 189,000 units over the next five years, reducing the average waiting time for public housing from 6.1 years to a target of 4.5 years by 2026-27 [10][11] - The policy shift focuses on facilitating home ownership rather than rental, with plans to increase the supply of subsidized housing and optimize transfer arrangements for public housing residents [10][11] - Adjustments to the capital investment scheme will lower the investment threshold for residential properties, potentially boosting demand in the real estate market [11]

去库存、稳预期。 继金山、青浦之后，上海嘉定区于近期正式加入房票安置试点阵营，马陆镇彭赵村(北片区)城中村改造 项目成为该区首个落地项目，涉及268户居民。这一举措不仅为动迁居民提供了多元选择，也为上海远 郊楼市注入新活力。 此前召开的彭赵村城中村改造项目居住房屋协议置换动员会中提及，嘉定此次房票安置遵循"现房+房 票"模式，动迁居民需先选购一套安置房，剩余安置面积按30590元/平方米的评估价计算基本额度，再 叠加8%奖励，综合房票单价约3.3万元/平方米。以嘉定此次动迁居民大多约200平方米核定面积，在选 购首套安置房后，剩余约100平方米安置面积，可兑换约330万元房票(基本额度+奖励额度)。 21世纪经济报道记者日前从参与多区房票安置政策探索的城市测量师行相关人士处了解到，目前浦东区 已经开始航头镇试点项目的政策制定，下一个正式启动房票试点项目的区有可能是浦东或宝山。嘉定搭 建"房源超市" 在房票安置试点中，为保障选择空间，嘉定区还搭建了"房源超市"。据了解，动迁居民嘉定"房源超 市"由区住房保障和房屋管理局会同相关部门组织建设、管理，参与房票安置的房地产开发企业入驻。 目前，嘉定区纳入房源超市的楼盘 ...

Core Viewpoint - The recent personnel changes at China Merchants Shekou (招商蛇口) are aimed at revitalizing the company's management and addressing its performance challenges in the real estate sector, with a focus on enhancing operational quality and achieving strategic goals [2][5][7] Group 1: Personnel Changes - China Merchants Shekou announced the resignation of former chairman Jiang Tiefeng and the appointment of Zhu Wenkai as chairman and Nie Liming as general manager, indicating a shift in leadership [2][3] - Both Zhu Wenkai and Nie Liming are seasoned veterans from the China Merchants Group, with extensive experience in various roles within the organization [2][4] - The new leadership aims to leverage their familiarity with the company to navigate the current challenges in the real estate market [4][6] Group 2: Company Performance and Strategy - Under Jiang Tiefeng's leadership, the company aims to rank among the top five in the industry, focusing on quality over mere scale [5][6] - In 2024, China Merchants Shekou reported a revenue of 178.95 billion yuan, a 2.25% increase year-on-year, while net profit fell by 36.09% to 4.04 billion yuan [5][6] - The company has increased its land acquisition budget to 32 billion yuan in the first eight months of the year, up from 26.6 billion yuan in the same period last year, focusing on ten core cities [6][7] Group 3: Organizational Adjustments - The company is restructuring its organizational framework to streamline operations, including the establishment of a new asset management department and the reduction of regional management layers [7] - The cancellation of regional companies reflects a strategic shift towards direct management of city-level operations, aiming to enhance responsiveness to market changes [7]

中经记者 陈婷 赵毅 深圳报道 9月15日晚间，招商蛇口（001979.SZ）公告公司董事长蒋铁峰由于工作调动原因辞去董事、董事长等职 务。董事会选举朱文凯担任公司第四届董事会董事长。基于工作岗位调整，董事会同意免去朱文凯的总 经理职务，同时聘任聂黎明为公司总经理。 至此，招商蛇口"一二把手"同时换防，迎来新的权力组合。 9月16日，有接近招商蛇口的内部人士对《中国经营报》记者表示，此次变动属于正常的工作调整，朱 文凯与聂黎明都是招商系"老兵"，他们出任也属于平稳"交棒"。 招商系"老兵" 记者注意到，关于蒋铁峰的新去向，招商蛇口并未在公告中透露。但就在9月初，招商局集团官网显 示，蒋铁峰现任招商局集团副总经理。 公告显示，朱文凯出生于1967年，今年58岁，毕业于武汉理工大学交通运输管理工程专业，获硕士学 位。 公告显示，蒋铁峰历任招商地产南京公司总经理助理、副总经理、总经理；招商蛇口上海公司总经理、 华东区域常务副总经理、华东区域总经理、江南区域总经理；招商蛇口副总经理、总经理。 蒋铁峰担任招商蛇口董事长期间，招商蛇口在2023年以销售额约2936亿元跻身行业前五。2024年，招商 蛇口销售额排名保持行业 ...

Group 1 - Shenzhen Golf Club, the first golf course in Shenzhen and the first in China to meet international standards, will cease operations starting September 20, 2023, due to the expiration of its land use rights [1][2] - The land area of the golf course is approximately 1.33 square kilometers, with plans to transform the site into a sports park as part of Shenzhen's 2025 land redevelopment plan [2][5] - The area of the golf course that will be developed into the "Xiangmi Lake New Financial Center Sports Park" covers 41.2 hectares, integrating park green space, rail transit, and cultural and sports facilities [5][6] Group 2 - The land acquisition process for the Shenzhen Golf Club has been ongoing for several years, with the government officially taking over the land after the completion of compensation work [3][4] - Shenzhen Special Development Group has plans to manage the new sports park, with ongoing public tenders for planning and design work related to the park's development [5][6] - The company has rebranded from "Shenzhen Special Deep High Club Management Co., Ltd." to "Shenzhen Special Cultural and Sports Development Co., Ltd." to reflect its expanded business scope beyond golf [6]

格隆汇9月17日｜首开股份公告称，公司股票自2025年9月3日至9月12日期间收盘价格涨幅偏离值累计达 到100%，触及股票交易严重异常波动情形。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。公司不存在应披露而未披露的重大信息，不存在影响公司股票交易价格异常波动的重 大事项。 ...