北京商报讯（记者 王寅浩 李晗）9月15日，招商蛇口公告称，近日，招商局蛇口董事会收到公司董事长 蒋铁峰提交的书面辞职报告。 据悉，蒋铁峰由于工作调动原因辞去公司第四届董事会董事、董事长和董事会战略与可持续发展委员会 委员（召集人）职务。 ...

9月15日，国家统计局公布2025年8月份70个大中城市住房价格指数。8月，武汉新房、二手房价格降幅 同步收窄。 新建商品住房价格环比降幅较上月收窄0.2个百分点，同比降幅较上月收窄0.3个百分点；二手住房环比 降幅也较上月收窄0.2个百分点。 业内专家分析，8月武汉市场虽处淡季，但各家房企都在积极备战"金九银十"，叠加政策利好及高品质 项目入市，推动成交量同比上涨。随着改善型需求持续释放，预计9月市场将保持回暖态势，核心板块 优质楼盘去化速度将进一步加快。 表1: 2025年8月70个大中城市新建商品住宅销售价格指数 | 城市 | | 环比 | 同比 | 1-8月平均 | | | 环比 | 同比 | 1-8月平均 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 上月=100 | 上年同月 | 下手回期 | | 城市 | 上月=100 | 上年同月 | 上年回期 | | | | | =100 | =100 | | | | =100 | =100 | | 北 | ਜੁ | 99.6 | 96.5 | 95.3 | 唐 | ...

开发及销售端上，国家统计局发布数据显示，1—8月份，全国房地产开发投资60309亿元，同比下降 12.9%；其中，住宅投资46382亿元，下降11.9%。1—8月份，新建商品房销售面积57304万平方米，同 比下降4.7%；其中住宅销售面积下降4.7%。新建商品房销售额55015亿元，下降7.3%；其中住宅销售额 下降7.0%。 国家统计局在9月15日召开的国新办发布会上表示，从前8个月情况看，受国内外形势变化影响，房地产 市场虽有所波动，但商品房销售和住宅价格同比降幅还是在收窄，去库存成效继续显现，房地产市场仍 朝着止跌回稳方向迈进。近期，部分城市进一步调整优化住房政策，效果有所显现，市场交易出现改 善。 政策端上，一线城市楼市新政频出。9月5日，深圳市住建局联合央行深圳分行发布《关于进一步优化调 整本市房地产政策措施的通知》，从购房资格、企业购房及房贷利率三方面推出组合措施。这是继北 京、上海于8月相继出台楼市优化政策后，又一核心一线城市推出实质性宽松举措。 中指研究院表示，9月通常为地产政策密集出台期，在"止跌回稳"目标下，新一轮支持政策有望加快推 出，同时， 市场已进入"金九银十"传统营销旺季，预计房 ...

每经AI快讯，招商蛇口（SZ 001979，收盘价：9.7元）9月15日晚间发布公告称，公司第四届2025年第 七次董事会临时会议于2025年9月15日以通讯方式召开。会议审议了《关于选举公司第四届董事会董事 长的议案》等文件。 2025年1至6月份，招商蛇口的营业收入构成为：开发业务占比77.54%，城市服务占比15.75%，资产运 营占比6.71%。 截至发稿，招商蛇口市值为879亿元。 每经头条（nbdtoutiao）——重大突破！中国这款新药，中美官方都认定有突破性疗效！世界肺癌大会 沸腾了 （记者 王晓波） ...

经长时间商讨后，订约各方协定回购安排，据此土地使用权回售予当地政府(即买方，为扬州市人民政 府下属政府机关)，而所得款项专用于完成A区未扫尾工程建设。截至2025年6月30日，A区已开发为十 二幢商业及办公大楼，当中七幢大楼已完工可供出售。余下五幢大楼的尚未完成工程主要包括安装外墙 及若干公用区域工程装修。 经考虑上述因素及回购协议的条款，董事会认为透过出售事项，集团能够将闲置资产的价值变现，而无 需对标的地块作出进一步资本承担，从而增强流动资金并集中资源完成A区开发。此外，鉴于集团并无 计划开发标的地块，出售事项将不会对集团业务营运造成重大影响。 地块(包含A区及标的地块)的土地使用权乃于2017年一月通过公开竞标自扬州市人民政府下属政府机关 扬州市国土资源局购入。集团优先开发A区并于2019年开始出售上建的商业及写字楼单位，而标的地块 持续闲置有待进一步开发。然而，有见近年来中国房地产市场持续低迷，加上疫情期间及其后期间A区 的销售表现欠佳，集团并无按塬先计划启动标的地块开发，该地块仍然闲置及并无带来收入，故自购入 土地使用权以来并无产生收益。为优化集团资源分配，经考虑标的地块的位置、准许用途及潜在开发前 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The real estate market is experiencing a decline in sales, with a year-on-year decrease of 4.7% in sales area and 7.3% in sales amount for the first eight months of 2025 [5][14] - The sales area and amount in August 2025 saw a significant drop of 10.6% and 14.0% year-on-year, respectively, indicating a continuous decline in sales momentum [5][14] - The opening and completion of new housing projects have also decreased, with new construction area down by 19.5% and completion area down by 17.0% year-on-year for the same period [6][21] - The investment in real estate development has contracted by 12.9% year-on-year, reflecting a weakening investment sentiment [7][25] - Despite the challenges, there are signs of improvement in the domestic loan environment, with a slight increase in domestic loans by 0.2% year-on-year [7][30] Summary by Sections Sales Data Weakness and Market Differentiation - National statistics show a total sales area of 573 million square meters for the first eight months of 2025, with a year-on-year decline of 4.7% [5][14] - The sales amount reached 5.50 trillion yuan, down 7.3% year-on-year, with August figures indicating a worsening trend [5][14] - The sales performance varies significantly across different city tiers, with first-tier cities showing a slight increase in sales while third and fourth-tier cities continue to decline [5][14] Land Transaction and Construction Trends - New housing starts for the first eight months of 2025 totaled 398 million square meters, down 19.5% year-on-year, with residential starts down 18.3% [6][21] - The completion of housing projects also saw a decline, with a total of 277 million square meters completed, down 17.0% year-on-year [6][21] Investment and Funding Environment - Real estate development investment for the first eight months of 2025 was 6.03 trillion yuan, reflecting a year-on-year decrease of 12.9% [7][25] - The total funds available to real estate developers decreased by 8.0% year-on-year, indicating ongoing financial pressures despite some improvement in domestic loan conditions [7][30] Investment Recommendations - The report suggests focusing on companies with strong credit ratings and good urban fundamentals, such as Greentown China, China Overseas Development, and China Merchants Shekou [8][34] - It also highlights companies benefiting from both residential and commercial real estate recovery, such as China Resources Land and Longfor Group [8][34] - Additionally, it recommends property management firms with high service quality, including China Resources Mixc Life and Greentown Service [8][34]

Core Viewpoint - New Heaven Real Estate Group (00760) has entered into a repurchase agreement with the Yangzhou Municipal Government to sell land use rights for RMB 81.6014 million due to the ongoing downturn in the Chinese real estate market and the underperformance of its A District project [1][2] Group 1 - The land use rights being sold are located in Yangzhou, Jiangsu Province, and were originally acquired in January 2017 through public bidding [1] - The A District has seen the completion of seven out of twelve commercial and office buildings, with the remaining five buildings requiring finishing work [2] - The sale of the land use rights is aimed at converting idle assets into cash without incurring further capital expenditures, thereby enhancing liquidity and allowing the company to focus on completing the A District development [2]

作为东莞本土企业，广东三正集团有限公司创立于1995年。深耕东莞三十载，三正集团在凤岗镇已开发 了三正卧龙山花园、三正鹏程上花园等9个商住项目。今年，三正集团再推出三正鹏程上花园二期，并 在园林场景、产品细节等方面进行了全新升级。 据介绍，在建筑布局上，三正鹏程上花园二期采用点式布局手法，特别增加每户入户玄关通道设计，保 证最大化景观展示面与采光通风性能的优越。在户型上，高得房率也是其一大亮点，其中最高得房率约 114.6%，让购房者得以享受"小面积、大空间"的居住体验。 9月14日，位于东莞临深片区的三正鹏程上花园二期营销中心正式开放。据介绍，该项目为新规产品， 推出建面约85㎡-175㎡三至五房，其中最高得房率约114.6%，最低得房率约108%。 三正鹏程上花园二期营销中心开放，吸引不少购房者前来看房。受访者供图 采写：南都N视频记者 黄慧萍 ...

人民财讯9月15日电，9月15日，台州出让中央创新区一号街坊地块，该地块用地性质为城镇住宅、城镇 社区服务设施用地，总用地面积64010㎡，规划建筑面积128020㎡，容积率2.0，起始价12.49亿元，起始 楼面价9757元/㎡。该地块由台州市开投城市开发有限公司和常州长兴诺廷山房地产开发有限公司(台州 开投和兆地置业)联合体以底价12.49亿元竞得，成交楼面价9757元/㎡。 ...

Core Viewpoint - The real estate market is experiencing a significant shift, with properties becoming increasingly illiquid and resembling "heirlooms" rather than assets that can be easily traded [3][19]. Land Market Dynamics - There is a stark contrast in the land market, where prime plots in first and second-tier cities are highly competitive, while third and fourth-tier land is largely ignored, with some plots being withdrawn before bidding [4][6]. - The players in the land acquisition market have changed, with state-owned enterprises and city investment companies dominating, as private enterprises have largely exited [5][7]. - From 2021 to 2024, city investment companies have acquired land worth nearly 8 trillion yuan, indicating a significant accumulation of land that remains undeveloped [9][10]. Land Inventory and Development Challenges - A substantial portion of the acquired land, estimated at around 4 trillion yuan, is not yet under development, representing a hidden inventory that could flood the market if developed [11]. - However, even if this land is developed, there is uncertainty regarding its marketability, as many areas face challenges in selling new properties [12]. Government Intervention - A new strategy has emerged where the government uses special bonds to repurchase stagnant land from city investment companies, with plans to recover over 400 billion yuan worth of land [13][15]. - This creates a cycle where city investment companies acquire land, hold it, and then sell it back to the government, allowing them to continue acquiring more land [16]. Market Segmentation and Product Quality - The focus of policies has shifted towards supporting new housing, leading to improved product quality in new developments, which is intended to attract the limited remaining demand [19]. - In contrast, the secondary housing market is struggling, with many properties remaining unsold for extended periods, indicating a lack of interest and investment in this segment [19]. Overall Market Sentiment - The current real estate landscape reflects a dichotomy: while land transactions appear robust, the actual sale of properties is stagnating, leading to a situation where real estate is becoming increasingly "immobile" [19][20].