26日，是新政施行首日，又逢工作日，记者采访发现，线上热度已经活跃起来 ，衡量楼市活跃度的先行指 标开始出现变化。 交易热线咨询量连续两天破千 新政7条细则聚焦限购、公积金和税收三方面。尽管政策传导至市场交易量尚需时日，但不少意向购房人 已开始计划"上车"。 25日13时新政发布后，市民小俞便在微信买房群里和群友们热聊起来。"我就盼着公积金贷款能再提一 点。"小俞说，新政将首套住房公积金贷款的最高额度再次上调，这次他下定决心买房，但对于具体能贷 多少，还需仔细研究。 记者从上海市公积金管理中心获悉，"新七条"发布约半小时后，公积金贷款细则同步落地。从昨天13时30 分至今天中午12时，通过12329公积金热线等线上渠道涌入的市民咨询量已接近1500件。"大家最关注也是 最高贷款额度的具体计算方式。"工作人员介绍。 如果市民已申请公积金贷款，但尚未放款，能否撤销重办？这也成了此次咨询的重点。市公积金管理中心 工作人员答复说，2026年2月26日前已受理但未发放的贷款，借款申请人与购房合同各方协商一致的，可 向贷款受理机构申请撤销原贷款申请，按照调整后的政策重新申请公积金贷款，具体可咨询公积金贷款受 理机构。 与 ...

究竟是买房，还是继续观望？这场辩论的核心，实际上就是这么两点：现今去买房，到底是能捡到便 宜，还是会接到飞刀，要是等下去，到底是会踏空，还是能够省钱。两边说的好像都挺有道理，谁都没 办法把谁给说服了，不过李迅雷和丁祖昱这两位专家的观点，说不定能够帮你把思路给理清了。 李迅雷做了一笔账，当下房贷利率大约处于3.1%，然一线城市的租售比仅仅为1.8%。这究竟意味着什 么呢？你购置一套房用以出租，所获取的租金甚至于连偿还房贷利息的一半都无法覆盖，每月都得实实 在在地往里投入真金白银。除非你全然不考虑租金回报，纯粹是自主居住，不然这笔账确实是算不过来 的。 房贷利率与租售比的博弈 或是等着房贷利率持续下降，下降至接近租售比的水准，或是等着房价持续调整，使得租售比提升上 去。唯有当这两者间的差距缩小至合理范畴，买房的持有成本方可不那么令入担忧。就目前的情形来 看，这个差距依旧存在，这表明市场的博弈尚未结束。 核心城市已现反转信号 对于丁祖昱博士的判断而言，其显得更乐观些，他觉得历经四年调整，供求关系正朝着平衡迈进，特别 是从一线以及部分强二线城市的二手房市场予以观察，成交量已然开始回暖，这是确切的止跌信号，房 子最终是 ...

Core Insights - The report from the China Index Academy indicates a slight decline in the number of newly launched refined decoration properties in January 2026, with 55 projects opening, a year-on-year decrease of 5.2%. The total number of refined housing units available is 26,600, down 7.6% compared to the previous year [1]. Group 1: Market Overview - The refined decoration properties in second-tier cities account for the largest share at 54.6%. The majority of these properties are concentrated in the South China and East China regions, with respective shares of 35.6% and 32.3% [2]. - The average refined decoration rate across 300 monitored cities is 21.83%, which is an increase of 4.65 percentage points year-on-year. The rates for first-tier, second-tier, and third-fourth tier cities are 75.6%, 30.7%, and 5.9%, showing a decline of 17.67 points, an increase of 0.32 points, and an increase of 1.34 points respectively. South China has the highest average refined decoration rate at 43.3% [9]. Group 2: Price and Quality Distribution - In terms of price segments, properties priced above 50,000 yuan account for the highest proportion at 32.76%. The next highest segments are 20,000-30,000 yuan and 30,000-40,000 yuan, with shares of 21.55% and 19.4% respectively. The majority of the decoration standards are mid-range, accounting for 61% [5]. - The highest number of refined decoration openings in January 2026 was in Chengdu, with 4,544 units, followed by Guangzhou and Shanghai, each exceeding 3,000 units. The average number of units in the top 10 cities for refined decoration openings is 2,031 [6]. Group 3: Component Supply and Trends - The overall scale of the seven major home furnishing components decreased by 14.5% year-on-year in January 2026. The highest supply was in building materials, with 586,000 units, down 11.3% year-on-year. The supply rate for building materials is the highest at 99.4%, followed by bathroom components at 91.2%. Comfort systems and smart home components have lower supply rates of 27.3% and 29.5% respectively [11]. - The market scale for various refined decoration components has decreased year-on-year. Items such as dishwashers, fresh air systems, air conditioners, and flooring saw slight declines of less than 10%. However, items like disinfection cabinets, water heaters, and smart switches experienced significant declines, exceeding 50% [15]. Group 4: Company Performance - In January 2026, companies such as Yuexiu Property, China Overseas Land & Investment, and Dahua Group achieved the highest refined decoration rates at 100%. Poly Developments had the largest scale of refined decoration units at 2,544, followed by China Jinmao and Jianfa Real Estate, each exceeding 2,000 units [12]. - The highest supply of refined decoration components was from China Jinmao, with 5,984 units, followed by China Overseas and Yuexiu Property, each exceeding 5,000 units. The average supply rate among monitored key enterprises is 48.7%, with the highest rates from Binjiang Group and China Overseas at 75% [16].

配售对象要求再度放宽 单身申请人年龄降至30岁 第一队列：属于深圳市安居型商品房在册轮候家庭且仍符合安居型商品房轮候申请条件，或在本通告认 购截止前符合安居型商品房申请条件且经深圳市人力资源和社会保障局认定的领军人才（人才证书在有 效期内或人才证书虽不在有效期但期末评估合格）。 第二队列：申请人、共同申请人均具有本市户籍，申请人配偶属现役军人的，可以不受户籍限制，申请 人的未成年子女因就学而将户籍迁出本市的，视为具有本市户籍；申请人参加本市社会保险累计缴费5 年以上，申请人为本科及以上学历的，参加本市社会保险累计缴费3年以上；申请人为单身的，应当年 满35周岁。 第三队列：申请人具有本市户籍；申请人参加本市社会保险累计缴费5年以上，申请人为本科及以上学 历的，参加本市社会保险累计缴费3年以上；申请人配偶、未成年子女不受本市户籍限制，未具有本市 户籍的申请人配偶在本市正常缴纳社会保险，但在本市退休的除外；申请人为单身的，应当年满30周 岁。 属于以下特殊群体的，不受缴纳社会保险时间限制：1.申请人、共同申请人属于经民政部门或退役军人 管理部门认定的抚恤定补优抚对象；2.申请人、共同申请人属于经残疾人联合会或退役 ...

Core Viewpoint - Sino Land Company Limited announced an interim dividend of HKD 0.15 per share for the six months ending December 31, 2025, with options for shareholders to receive the dividend in cash or new shares [1] Dividend Announcement Details - The key dates for the dividend distribution have been established, with the ex-dividend date set for March 12, 2026 [1] - The deadline for submitting transfer documents is March 13, 2026, at 16:30 [1] - The suspension of the transfer registration period will occur from March 16 to March 18, 2026, with the record date on March 18, 2026 [1] - The dividend payment and share dispatch date is scheduled for April 23, 2026 [1]

Core Viewpoint - Sino Land Company Limited (00083.HK) reported a revenue of HKD 5.185 billion for the six months ending December 31, 2025, representing a year-on-year increase of 34.5% [1] Financial Performance - The gross profit for the same period was HKD 2.257 billion, reflecting a year-on-year increase of 36.5% [1] - The profit attributable to shareholders was HKD 1.533 billion, which is a year-on-year decrease of 15.8% [1] - Basic earnings per share stood at HKD 0.17, with an interim dividend of HKD 0.15 per share [1]

报告指，新地中期股息同比升3%至0.98港元，显示管理层对业务展望信心增强。全年维持派发基础净 利润40%至50%的股息政策。假设48%派息率，高盛预计新地全年总股息3.96港元，意味同比升6%。 高盛发布研报称，新鸿基地产(00016)去年12月底止2026财年上半年业绩符合预期，并在分析师简报会 上对香港物业业务前景表达更乐观态度。考虑到香港部分物业项目略高的发展利润率，高盛将新地2027 至2028财年的每股盈利预测上调2%至13%，并将目标价由159港元上调至164港元，维持"买入"评级。 ...

格隆汇2月27日丨TST PROPERTIES(00247.HK)公布中期业绩，截至2025年12月31日止六个月，公司收 益为52.14亿港元，同比增长34.42%；公司股东应占期内盈利为9.05亿港元，同比减少13.23%；基本每 股盈利为0.41 港元，拟派中期股息每股 15 港仙。 信和置业应占物业销售总收入(连同所占联营公司及合营企业)为69.12亿港元。物业销售收入主要来自出 售于2024╱2025财政年度完成项目，包括位于将军澳的凯柏峰 I 、II 及 III 、元朗的柏珑 I 及 II，以及出 售于过往财政年度完成项目的余下住宅单位及车位，包括位于何文田的 St. George's Mansions 、黄竹坑 的海盈山、西南九龙的维港滙及黄竹坑的扬海。此外，位于新加坡的青麓尚居之销售收入已按照现行会 计准则入帐。 中期年度内，信和置业出售于过往推售项目的部分余下单位 ，包括位于何文田的St. George's Mansions(售出百分之八十四点六)、将军澳的凯柏峰 I、II 及 III(售出百分之九十八点八)、元朗的柏珑 I、II 及 III(售出百分之八十六点一)、西南九龙的维港滙(售出百 ...

报告指，新地中期股息同比升3%至0.98港元，显示管理层对业务展望信心增强。全年维持派发基础净 利润40%至50%的股息政策。假设48%派息率，高盛预计新地全年总股息3.96港元，意味同比升6%。 智通财经APP获悉，高盛发布研报称，新鸿基地产(00016)去年12月底止2026财年上半年业绩符合预期， 并在分析师简报会上对香港物业业务前景表达更乐观态度。考虑到香港部分物业项目略高的发展利润 率，高盛将新地2027至2028财年的每股盈利预测上调2%至13%，并将目标价由159港元上调至164港 元，维持"买入"评级。 ...

Core Viewpoint - The company reported a revenue of HKD 5.185 billion for the six months ending December 31, 2025, representing a year-on-year increase of 34.54%. However, the profit attributable to shareholders decreased by 15.77% to HKD 1.533 billion, with basic earnings per share at HKD 0.17. A mid-term dividend of HKD 0.15 per share is proposed [1]. Revenue Summary - The revenue growth is primarily driven by property sales from projects expected to be completed in the fiscal year 2024/2025, including Kai Bo Fung I, II, and III in Tseung Kwan O, and Pak Lung I and II in Yuen Long [1]. Profit Summary - The profit attributable to shareholders saw a decline of 15.77%, amounting to HKD 1.533 billion, indicating potential challenges in maintaining profitability despite revenue growth [1]. Dividend Summary - The company plans to distribute a mid-term dividend of HKD 0.15 per share, reflecting its commitment to returning value to shareholders [1].