合景泰富集团(01813)发布公告，2025年12月，本集团及其合营企业及联营公司的预售额为人民币4.20亿 元，与去年同期相比减少56.7%。本集团及其合营企业及联营公司的预售建筑面积约为14600平方米， 与去年同期相比减少71.1%。 ...

智通财经APP讯，合景泰富集团(01813)发布公告，2025年12月，本集团及其合营企业及联营公司的预售 额为人民币4.20亿元，与去年同期相比减少56.7%。本集团及其合营企业及联营公司的预售建筑面积约 为14600平方米，与去年同期相比减少71.1%。 ...

Core Viewpoint - The simultaneous reduction of commercial and provident fund loan interest rates in Qingdao marks a significant positive development for the real estate market, creating a dual benefit of "financial relief + quality incentives" that promotes the sale of safe, green, and smart housing [2][11]. Group 1: Interest Rate Reduction - Starting January 1, 2026, Qingdao's commercial and provident fund loan interest rates have been adjusted, significantly lowering home purchase costs [3][4]. - The provident fund loan rates for first-time homebuyers have decreased from 2.35% to 2.1% for loans under 5 years, and from 2.85% to 2.6% for loans over 5 years [3]. - For a 1 million yuan, 30-year provident fund loan, the monthly payment decreases from approximately 4,136 yuan to about 4,003 yuan due to the interest rate cut [3]. Group 2: Commercial Loan Adjustments - The interest rate for first and second home loans in Qingdao has been unified to a low of 3.05%, a notable reduction from previous rates [4]. - The commercial loan rates are linked to the Loan Prime Rate (LPR), which was reduced by 10 basis points to 3.5%, resulting in the current rate of 3.05% for most banks [4]. - Borrowers with a 1 million yuan, 30-year commercial loan will save approximately 54 yuan per month, totaling 648 yuan annually, enhancing affordability and encouraging potential buyers [4]. Group 3: Green Building Support - Qingdao's provident fund policies specifically support green and high-quality housing, enhancing the sales of "good houses" [5][6]. - New policies allow for a 30% increase in loan limits for purchasing new homes that meet green building standards, with additional increases for families with multiple children or purchasing existing homes [5]. - The "good house" construction standards emphasize safety, comfort, and sustainability, integrating over 20 core indicators to guide quality housing development [6]. Group 4: Policy Synergy - The initiatives in Qingdao are part of a coordinated policy framework that combines financial support, standard setting, and incentives to stimulate both supply and demand in the housing market [8][11]. - Developers can benefit from various incentives, such as not counting certain facilities towards project density, allowing for enhanced residential quality without increasing construction costs [8]. - The cumulative supply of "good houses" in Qingdao has reached 4.84 million square meters, with over 80% of projects being green buildings, maintaining a leading position in market demand [9].

KWG GROUP HOLDINGS LIMITED 合景泰富集團控股有限公司（「本公司」）董事會（「董事會」或「董事」）欣然公佈本公司 及其附屬公司（「本集團」）連同其合營企業及聯營公司2025年12月之若干未經審核營 運數據如下。 合景泰富集團控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：1813） 2025年12月之 未經審核營運數據 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部分內容而產生或因依賴該等內容而引致之任何損失承擔任何責任。 香港，2026年1月8日 – 1 – 於本公告日期，董事會由七名董事組成，其中孔健岷先生（主席）、孔健濤先生（行 政總裁）、孔健楠先生及蔡風佳先生為執行董事；而譚振輝先生、羅耀榮先生及黃 敏明女士為獨立非執行董事。 – 2 – 2025年12月，本集團及其合營企業及聯營公司之預售額為人民幣4.20億元，與去年 同期相比減少56.7%。本集團及其合營企業及聯營公司之預售建築面積約為14,600 平方米，與去年同期相比減少71.1%。 上述銷售數據未經審核 ...

记者丨张敏编辑丨张伟贤 有关"好房子"的制度安排，再度迎来重大升级。 制度再升级 上述《意见》的发布，是继2025年上半年的《住宅项目规范》后，住建部发布的又一份有关"好房子"建设的重要文件。 《住宅项目规范》于2025年3月13日发布，当年5月1日起实施。作为强制性工程建设国家标准，该文件在建筑标准上提出具体要求。相比同期废止的类似文 件，《住宅项目规范》的内容更加完善，其中不少条款更加契合"好房子"对安全、舒适、绿色、智慧的要求。 日前，住房和城乡建设部发布《关于提升住房品质的意见》（以下简称《意见》），提出未来5年好房子建设的主要目标，并部署了八项重点任务。 《意见》指出，到2030年，房屋品质提升工程取得显著进展，住房标准、设计、材料、建造、运维水平大幅提升，保障性住房率先建成"好房子"，商品住房 更好满足刚性和改善性需求，老房子改造为"好房子"取得明显进展，形成有效支撑住房品质提升的政策体系、标准体系、技术体系和产业体系。 《意见》提出的八项任务中，有五项分别从住房标准、设计、材料、建造、运维水平等维度提出要求。此外还从既有住房更新改造、科技赋能、产业支撑等 方面做出相关安排。 这也被认为是"好房子 ...

有关"好房子"的制度安排，再度迎来重大升级。 日前，住房和城乡建设部发布《关于提升住房品质的意见》（以下简称《意见》），提出未来 5年好房子建设的主要目标， 并部署了八项重点任务。 《意见》指出，到2030年，房屋品质提升工程取得显著进展，住房标准、设计、材料、建造、 运维水平大幅提升，保障性住房率先建成"好房子"，商品住房更好满足刚性和改善性需求，老 房子改造为"好房子"取得明显进展，形成有效支撑住房品质提升的政策体系、标准体系、技术 体系和产业体系。 《意见》提出的八项任务中，有五项分别从住房标准、设计、材料、建造、运维水平等维度提 出要求。此外还从既有住房更新改造、科技赋能、产业支撑等方面做出相关安排。 这也被认为是"好房子"制度建设的重大升级。 地方政府层面的动作也值得关注。近日，部分城市召开专题会议，对"好房子"建设工作作出部 署。一些地方版的政策文件也在加速出台。 《住宅项目规范》于2025年3月13日发布，当年5月1日起实施。作为强制性工程建设国家标 准，该文件在建筑标准上提出具体要求。相比同期废止的类似文件，《住宅项目规范》的内容 更加完善，其中不少条款更加契合"好房子"对安全、舒适、绿色、智 ...

Investment Rating - The report recommends a positive investment outlook for the real estate sector, highlighting specific stocks in various categories such as development, commercial residential, property management, and cultural tourism [1]. Core Insights - The report emphasizes the shift in the real estate industry from a focus on quantity to a focus on quality, driven by the new requirements set forth during the "15th Five-Year Plan" period, which aims for high-quality development [1][13]. - It identifies six key tasks to achieve high-quality development, including optimizing affordable housing supply and enhancing property service quality [1][61]. Summary by Sections 1. High-Quality Development as a New Requirement - The report discusses the significant changes in the real estate market, transitioning from a supply-demand imbalance to a potential oversupply situation, necessitating a focus on high-quality development [3][6]. - It outlines the central government's shift in policy from reducing leverage and total volume to stabilizing the real estate market and promoting quality [6][7]. 2. Understanding High-Quality Development - The report defines high-quality development as essential for meeting the people's aspirations for a better life, advancing modernization, and facilitating the transformation of the real estate industry [22][24]. - It presents three major significances, four key requirements, and six essential tasks for high-quality development [21][28]. 3. Policy Expectations for the 15th Five-Year Plan - The report anticipates that future policies will focus on risk prevention, quality improvement, and transformation in the development sector [62]. - It emphasizes the need for a balanced approach between short-term market stabilization and long-term structural reforms [36][60]. 4. Six Key Tasks for High-Quality Development - The report outlines six tasks: optimizing affordable housing supply, promoting sustainable market development, reforming development and financing systems, enhancing housing quality, improving property service quality, and establishing a safety management system for the entire lifecycle of housing [61][62].

Group 1 - New World Development (00016) shares rose over 3%, currently at 102.7 HKD with a trading volume of 590 million HKD [1] - The Hong Kong Land Registry reported a record high of 80,702 property sale agreements for the year 2025, with a total value of 614.277 billion HKD, representing a 15% year-on-year increase [1] - Residential property transactions reached 62,832 agreements, totaling 519.83 billion HKD, with year-on-year increases of 18.3% and 14.4% respectively [1] Group 2 - The property market in Hong Kong is expected to remain active into 2026, with predictions of over 2,000 new home transactions this month driven by strong sales of new developments [1] - Morgan Stanley forecasts a 10% increase in Hong Kong residential property prices this year due to rising demand from mainland buyers, limited supply, and declining interest rates [1] - The influx of talent is expected to boost rental performance, with a projected 5% increase in rents this year, contributing to higher investment demand [1]

首开股份作为一家由北京市国资委为实际控制的大型国有房地产上市企业，本次顺应内外部形势变化， 通过组织优化，提升管理效能，是公司立足行业发展趋势、着眼企业长远布局的关键举措，更是内部人 才梯队建设成熟的生动体现。未来可预见，首开股份将在新管理团队带领下，聚焦核心业务，深化战略 转型，促进党建引领与企业战略同频共振。 1月7日，首开股份（600376）公告称，根据上级党委决定，公司总经理赵龙节转任公司党委书记，辞去 总经理职务，继续担任董事及董事会战略与投资委员会委员。经董事长李岩提名，董事会聘任常务副总 经理李捷为新任总经理，任期至第十届董事会届满。 赵龙节工作调整属于国企正常人事变动，升任党委书记后将与公司领导班子团结带领全体员工，保证公 司生产经营大局稳定。公告指出，赵龙节先生在公司任职总经理期间，始终恪尽职守、勤勉尽责，忠实 履行了总经理应尽的职责与义务。公司及董事会对赵龙节在任职总经理期间为公司发展所做出的贡献表 示衷心感谢。 新任总经理李捷长期服务于首开股份，2021年起历任副总经理、常务副总经理，现任党委副书记、董事 等职，作为拥有高级工程师职称与全国房地产经纪人执业资格的专业人才，其就任有望推动公 ...

Group 1 - The real estate ETF (512200) experienced a rise of over 2%, currently up 1.76%, marking a potential five-day increase, with a turnover of 3.82% and a transaction volume of 185 million yuan [1] - In 2025, the second-hand housing market in first-tier cities showed strong performance, with Shanghai's transaction volume reaching approximately 254,000 units, a four-year high, and Shenzhen's transactions totaling 68,200 units, a year-on-year increase of 5.7% [1] - The real estate market in 2025 is showing signs of recovery, with ten major real estate companies achieving sales exceeding 10 billion yuan, and an average sales amount of 17.655 billion yuan [1] Group 2 - Zhongyou Securities highlighted a significant policy shift towards systematic efforts to stabilize the real estate market, indicating that the market is expected to stabilize in 2026 [2] - The real estate ETF (512200) closely tracks the CSI All Share Real Estate Index, which categorizes companies into various industry levels, providing a comprehensive analysis tool for investors [2]