Group 1 - The Hong Kong property market has shown significant recovery after two years of "cooling" measures, with a projected increase in activity and prices in 2025 and 2026 [1] - In 2025, the total number of property sale agreements reached 80,702, the highest in four years, with a total value of HKD 614.28 billion, marking a 15% year-on-year increase [1] - The residential property segment saw 62,832 transactions valued at HKD 519.83 billion, reflecting increases of 18.3% in volume and 14.4% in value year-on-year [1] Group 2 - The market's recovery is attributed to multiple factors, including a rebound from previously depressed prices, improved financial market conditions, and a decrease in mortgage rates, which have encouraged buyer activity [1] - The influx of talent and investment policies in Hong Kong has revitalized the property market, attracting professionals and high-net-worth individuals [1] - In January 2026, the transaction volume for new homes is expected to exceed 2,000, driven by strong sales of new developments and a notable performance in the luxury market [2] Group 3 - Morgan Stanley forecasts a 10% increase in residential property prices in 2026, driven by renewed demand from mainland buyers, limited new supply, and a downward interest rate cycle [3] - Rental levels in Hong Kong are expected to rise by 5% in 2026, supported by talent inflow and improved rental yields, which will stimulate investment demand [3]

证券代码：600383 证券简称：金地集团 公告编号：2026-004 金地（集团）股份有限公司 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： (一)股东会类型和届次 2026年第一次临时股东会 (二)股东会召集人：董事会 (三)投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合的方式 (四)现场会议召开的日期、时间和地点 召开的日期时间：2026年1月23日 9点30分 召开地点：深圳市福田区福田街道岗厦社区深南大道2007号金地中心32层 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026年1月23日 至2026年1月23日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东会召开当日的交易时间 段，即9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东会召开当日的9:15- 15:00。 (六)融资融券、转融通、约定 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600266 证券简称：城建发展 公告编号：2026-02 北京城建投资发展股份有限公司 股票交易风险提示公告 2024年公司实现营业收入2,544,218.75万元，实现归属于上市公司股东的净利润-95,104.43万元，归属于 上市公司股东的扣除非经常性损益的净利润-154,859.69万元。 2025年前三季度公司实现营业收入1,931,107.60万元，实现归属于上市公司股东的净利润76,482.85万 元，归属于上市公司股东的扣除非经常性损益的净利润23,760.9万元。 截至本公告日，公司目前生产经营活动正常，不存在影响公司股票交易价格波动的重大事宜，但公司和 参股公司持有的交易性金融资产股价变动会对公司业绩持续产生影响，特别提醒广大投资者注意相关风 险，理性投资。 一、市场交易风险 自2025年12月31日以来，公司股票价格累计涨幅达46.42%，累计换手率31.70%，公司主营业务、生产 经营情况以及经营环境与前期披露的信息相比未发生重大变化，股票价格短期涨幅较大，特别提醒广大 投资者注意二级市场交易风险，理性投资。 二、生产经营风险 ...

Group 1 - The core viewpoint of the article indicates that the real estate market is showing signs of significant changes, with key indicators suggesting a shift in trends for 2026 [1] Group 2 - The price adjustment in real estate is now affecting even prime locations, with Shanghai's city center average price dropping from over 90,000 yuan per square meter in 2021 to around 60,000 yuan per square meter, indicating a broader trend of price decline from peripheral to central areas [3] - The demographic structure is changing, with the population over 60 years old exceeding 310 million, while younger generations are decreasing, leading to a reduced demand for housing as the traditional expectations of housing scarcity are being challenged [5] - The government plans to build 6 million affordable housing units over five years, with 1.2 million units expected to enter the market annually, potentially creating a divide between the commodity housing market and affordable housing options [6] - There has been a significant increase in the number of second-hand homes listed for sale, surpassing 9.2 million nationwide, with a notable 73% increase in Shenzhen, indicating a shift from a seller's market to a buyer's market [6] Group 3 - Overall, the real estate market is likely to remain "stable but weak," with variations across different cities and locations, where areas with population inflow and industrial support may stabilize, while overhyped regions may continue to adjust [7] - The changing dynamics of the market suggest that for genuine homebuyers, there are now more options and greater bargaining power, while investors should be cautious as the era of guaranteed profits from real estate investments appears to be over [7] - The narrative of the real estate market is evolving, with the focus shifting from developers and speculators to first-time homebuyers and those in need of affordable housing, highlighting the importance of understanding these changes for making informed decisions [9]

Group 1 - The core point of the article is that *ST Yangguang (000608) announced a suspension of trading due to a planned change in control, which may lead to a change in the company's controlling shareholder and actual controller [2][5] - As of January 7, *ST Yangguang's stock had experienced three consecutive days of trading limit increases, with a cumulative price deviation of 12.43% over these days [5] - The company stated that its operational situation remains normal and that there are no undisclosed significant matters related to the company or its controlling shareholders during the period of stock price fluctuations [7] Group 2 - Prior to the planned change in control, the controlling shareholder, Jingji Group, signed a share transfer agreement with individual Liu Dan to transfer approximately 74.99 million shares at a price of 2.42 yuan per share, totaling about 181 million yuan [8] - After the transfer, Jingji Group holds approximately 150 million shares of *ST Yangguang, accounting for 19.97% of the total share capital [8] - The main business of *ST Yangguang includes commercial operation management, property leasing, and housing sales, with a focus on managing commercial projects in major cities [8] Group 3 - For the first three quarters of 2025, *ST Yangguang reported revenue of approximately 252 million yuan, a year-on-year increase of 5.11%, but incurred a net loss of approximately 72.06 million yuan [8] - The company announced that its audited profit and net profit for the fiscal year 2024 would be negative, and its revenue would be below 300 million yuan, leading to a "delisting risk warning" [9] - The company is currently in the process of finalizing its financial data for 2025 and will disclose its performance forecast in accordance with regulations [9]

入主2年拟筹划"退位" 罗小林、韩明夫妇正式取得宝莫股份的控制权并不长。 时间回溯至2023年10月，宝莫股份控股股东西藏泰颐丰拟将其持有宝莫股份15.8%股份（对应96698030 股）转让给兴天府宏凌，标的股份转让总价为4.5亿元。 终止认购宝莫股份（002476）定增不到9个月后，宝莫股份实控人罗小林、韩明夫妇拟筹划控制权转 让。值得注意的是，罗小林、韩明夫妇取得宝莫股份控制权才仅仅两年时间。 1月7日晚，宝莫股份披露公告显示，公司实际控制人罗小林、韩明夫妇正在筹划公司控制权变更相关事 宜，具体方案以各方签署的相关协议为准。目前该事项的具体方案尚在筹划中，尚未签署正式协议，具 有不确定性。 宝莫股份近5年的年报显示，公司的业绩表现平平，营收维持在3.87亿元-6.57亿元之间，归母净利润在 0.05亿元-0.56亿元徘徊。2025年第三季度报告显示公司业绩有所好转，公司前三季度实现营收4.53亿 元，同比增长17.29%；实现归母净利润3787万元，同比增长62.06%。 实控人夫妇为四川房企老板 罗小林、韩明夫妇究竟有什么来头？为何获得上市公司控制权后，短时间便要转手他人？ 天眼查显示，罗小林、韩明夫 ...

摘要 根据 Wind 数据，折价成交个券中，"24 产融 08"债券估值价格偏离幅度较大。净价上涨成交个券中，"25 盱眙 02" 估值价格偏离程度靠前。净价上涨成交二永债中，"25 贵州银行二级资本债 01"估值价格偏离幅度较大；净价上涨成 交商金债中，"25 农行 TLAC 非资本债 02C(BC)"估值价格偏离幅度靠前。成交收益率高于 5%的个券中，金融债排名靠 前。 信用债估值收益变动主要分布在(0,5]区间。非金信用债成交期限主要分布在 0.5 年内，其中 0.5 年内品种折价成交 占比最高；二永债成交期限主要分布在 4 至 5 年，其中 2 年内品种折价成交占比最高。分行业看，农林牧渔行业的债 券平均估值价格偏离最大。 风险提示 统计数据偏差或遗漏，高估值个券出现信用风险 敬请参阅最后一页特别声明 1 固定收益动态(动态) 图表1：折价成交跟踪 | | | | | 大幅折价个券成交跟踪 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 简 称 | 剩余期限 | 估值价格偏 | 估值 ...

1月7日，弘阳地产在港交所公告，集团2025年12月份的合约销售金额为人民币1.50亿元；销售面积为 11,107平方米；平均销售价格为每平方米人民币13,508元。2025年1月–12月，集团实现累计合约销售金 额为人民币43.3亿元；累计销售面积为319,397平方米；平均销售价格为每平方米人民币13,559元。 ...

1月7日晚间，绿城中国在港交所公告，2025年12月，绿城集团自投项目取得销售3769套，销售面积约62 万平方米，当月销售金额约为人民币197亿元，销售均价约为每平方米人民币31598元。2025年1-12月， 绿城集团取得合同销售面积约466万平方米，合同销售金额约人民币1534亿元；其中归属于绿城集团的 权益金额约为人民币1043亿元。于2025年12月31日，另有累计已签认购协议未转销售合同的金额约人民 币30亿元，其中归属于绿城集团的权益金额约为人民币20亿元。2025年12月，绿城集团代建项目取得销 售面积约50万平方米，销售金额约人民币79亿元。2025年1-12月，绿城集团代建项目累计取得销售面积 约742万平方米，销售金额约为人民币985亿元。综上，截至2025年12月31日止十二个月，绿城集团累计 取得总合同销售面积约1208万平方米，总合同销售金额约人民币2519亿元。 ...

（原标题：绿城中国发布2025年12月营运数据：总合同销售金额达2519亿元?） 1月7日，绿城中国控股有限公司发布2025年12月未经审核营运数据。数据显示，2025年12月，绿城集团 自投项目销售金额197亿元，销售面积62万平方米；代建项目销售金额79亿元，销售面积50万平方米。 2025年1-12月，绿城集团累计取得总合同销售面积1208万平方米，总合同销售金额2519亿元。其中，自 投项目合同销售金额1534亿元，权益金额1043亿元；代建项目合同销售金额985亿元。截至2025年12月 31日，另有已签认购协议未转销售合同金额30亿元，权益金额20亿元。 ...