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蓝军:打破“千乡一面” 深耕“一乡一品”
Ren Min Wang· 2025-09-23 13:32
产业振兴是乡村振兴的重中之重。近年来,随着乡村振兴战略的深入推进,我国"三农"基础不断夯实,乡村产业蓬勃发展。但与此同时, 乡村产业同质化问题日益凸显,成为制约农业增效、农民增收的主要瓶颈。 在乡村产业振兴过程中,如何打破"千乡一面",因地制宜发展特色产业?如何深耕"一乡一品",联结上下游实现产业融合?如何通过政策 创新和要素保障,真正做好"土特产"大文章?围绕上述问题,中国民族贸易促进会会长蓝军日前接受了《经济参考报》记者专访。 同质化之困:"一哄而上"丰产难丰收 乡村振兴,产业先行。近年来,乡村产业蓬勃发展的同时也出现了"同质化竞争"问题。产品大同小异,市场竞相压价,丰产却难丰收…… 成为不少农户面临的新"烦恼",也制约了乡村产业和乡村经济的可持续发展。 在蓝军看来,在全国范围内,乡村产业同质化已不鲜见。"特别是在自然条件相近区域某个单一产品突然爆火后,大量种植农户盲目跟风 导致生产规模无序扩大、市场价格剧烈波动的现象频频发生。" "这种'模仿式''跟风式'的发展模式,导致许多地区乡村产业陷入'重复建设—低价竞争—效益低下'的恶性循环。"蓝军提醒,"如果不能有 效解决农村产业同质化问题,单靠农户盲目努力生 ...
我爱我家股价跌5.19%,山证资管旗下1只基金重仓,持有17.95万股浮亏损失2.87万元
Xin Lang Cai Jing· 2025-09-23 02:50
Group 1 - The stock price of I Love My Home fell by 5.19% to 2.92 CNY per share, with a trading volume of 296 million CNY and a turnover rate of 4.40%, resulting in a total market capitalization of 6.878 billion CNY [1] - I Love My Home Holdings Group Co., Ltd. was established on November 30, 1992, and listed on February 2, 1994. The company operates in various sectors including commercial retail, real estate, hotel tourism services, and property management [1] - The revenue composition of I Love My Home includes asset management at 47.76%, brokerage services at 35.90%, new housing business at 8.28%, other services at 4.97%, and commercial leasing and services at 3.08% [1] Group 2 - According to data, one fund under Shanzheng Asset Management has heavily invested in I Love My Home. The Shanzheng Asset Management Selected Industry Mixed Initiation A Fund (018750) increased its holdings by 600 shares in the second quarter, totaling 179,500 shares, which represents 4.71% of the fund's net value, making it the second-largest holding [2] - The Shanzheng Asset Management Selected Industry Mixed Initiation A Fund was established on December 26, 2023, with a latest scale of 10.9956 million CNY. Year-to-date returns are 6.18%, ranking 6430 out of 8172 in its category; the one-year return is 31.52%, ranking 4970 out of 7995; and since inception, the return is 19.37% [2] Group 3 - The fund manager of the Shanzheng Asset Management Selected Industry Mixed Initiation A Fund is Zhuang Bo, who has a cumulative tenure of 10 years and 191 days. The total asset size of the fund is 11.3079 million CNY, with the best fund return during his tenure being 24.93% and the worst being -3% [3]
从“真房源”到“真保障” 贝壳发布全流程服务保障体系
Core Viewpoint - Beike has officially launched the "True Guarantee" full-process service guarantee system, which aims to enhance consumer rights protection and reflects the company's commitment to consumer welfare [1] Group 1: Service Commitment - The "True Guarantee" system covers a total of 35 service commitments, including 6 platform-level commitments and 29 brand-level commitments [1] - Since 2001, Beike has cumulatively refunded and compensated consumers a total of 5.56 billion yuan by August 2025 [1] Group 2: Operational Strategy - Beike's Chief Operating Officer, Li Fengyan, emphasized the company's dedication to providing reliable and reassuring services, aiming to push the industry towards a more standardized and secure high-quality development phase [1] - The system is supported by "1 standard + 2 capabilities + 100 million yuan guarantee fund" to ensure effective service delivery [1]
签约、领证一站搞定 北京链家携手光大银行实现房产交易全流程闭环
Core Viewpoint - Everbright Bank collaborates with Beijing Lianjia to launch a full online real estate registration service in the Wangjing area, enhancing convenience for residents in property transactions [1][2][3] Group 1: Service Implementation - Everbright Bank is one of the first pilot banks to respond to the government's call for extending administrative services, aiming to cover more high-frequency scenarios for residents [2] - The collaboration allows residents to quickly complete property certificate printing and information inquiries at the nearby Beijing Lianjia service center after tax payment and transfer [2][3] - The self-service certificate issuance machine enables residents to receive their property certificates in approximately 3 minutes, significantly improving the efficiency of the process [2] Group 2: Service Features - The self-service devices operate around the clock on weekdays and weekends, allowing residents to manage their time flexibly [2] - The signing service center, established by Beijing Lianjia, integrates various functions such as contract signing, online signing, bank loans, and tax transfers into a one-stop service [2][3] - Beijing Lianjia has also launched 17 high-frequency online services for real estate registration, further enhancing the efficiency and experience for nearby residents [3]
各界解读香港特区行政长官2025年施政报告:“新资本投资者入境计划”门槛放宽,或可带动豪宅及非住宅物业交投
Mei Ri Jing Ji Xin Wen· 2025-09-18 11:45
Group 1: Policy Initiatives - The Hong Kong government aims to leverage its advantages of being "backed by the motherland and connected to the world" to attract more international institutions, including the Asian Infrastructure Investment Bank for Belt and Road Initiative projects [1] - The Chief Executive's policy address emphasizes the development of AI as a core industry for Hong Kong's future, promoting deep integration of AI across various sectors [1] Group 2: Financial Market Developments - The Hong Kong Stock Exchange's CEO stated that the measures proposed in the policy address will enrich the variety of products in securities, fixed income, currency, commodity, and carbon markets, promoting market diversification [1] - The policy address includes plans to optimize the "New Capital Investor Visa Scheme," increasing the allowable investment in non-residential properties from HKD 10 million to HKD 15 million, while maintaining the residential property investment limit at HKD 10 million [4][5] Group 3: Real Estate Market Impact - The relaxation of the investment threshold for residential properties is expected to attract more talent and new capital to Hong Kong, creating more business and investment opportunities [5] - The increase in the allowable investment for non-residential properties is anticipated to further stimulate the luxury and non-residential property markets [5][6] Group 4: Capital Market Enhancements - The policy address proposes measures to enhance the capital market, including improving the listing mechanism and exploring a shortened stock settlement cycle to T+1, which aligns with global capital market trends [6][7] - Suggestions to deepen the capital market and enhance liquidity include extending trading hours for Hong Kong stocks and reducing stamp duty on RMB transactions to attract more international investors [7][8] Group 5: Regulatory Support - The Hong Kong Securities and Futures Commission supports the measures in the policy address, which aim to strengthen the stock market and optimize the listing system, reinforcing Hong Kong's position as a preferred listing destination [8] - The collaboration between the Securities and Futures Commission and the Hong Kong Monetary Authority aims to create a comprehensive roadmap for the fixed income and currency markets, enhancing Hong Kong's appeal to global investors [8]
房地产行业跟踪周报:新房成交同比上升,持续推进存量土地盘活-20250915
CAITONG SECURITIES· 2025-09-15 12:49
Core Insights - The real estate sector has shown a significant increase in performance, with a weekly gain of 5.8%, outperforming the CSI 300 and Wind All A indices by 4.4% and 3.7% respectively [3][45][49] - New housing sales in 36 cities decreased by 11.0% week-on-week but increased by 2.3% year-on-year, with total sales for the year up to September 12 at 69.36 million square meters, down 7.4% year-on-year [3][9][21] - The second-hand housing market saw a week-on-week increase of 16.1% and a year-on-year increase of 16.3%, with total sales for the year reaching 56.004 million square meters, up 12.2% year-on-year [3][15][21] Real Estate Market Situation - New housing sales in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen showed varied performance, with Beijing and Shanghai experiencing declines of 8.4% and 10.0% respectively [9][32] - The inventory of new homes in 13 cities stands at 77.989 million square meters, with a year-on-year decrease of 9.2% and an average de-stocking period of 20.8 months [3][21][33] Land Market Situation - The land transaction volume from September 8 to September 14 was 9.663 million square meters, a decrease of 51.7% week-on-week and 69.0% year-on-year, with an average land price of 1,074 yuan per square meter [3][35][36] - Cumulative land transactions for the year reached 75.8187 million square meters, down 7.0% year-on-year [3][35] Investment Recommendations - For real estate development, companies such as China Resources Land, Poly Developments, and Greentown China are recommended for investment [3][7] - In property management, firms like China Resources Vientiane Life and Greentown Services are highlighted as having long-term investment value [3][8] - In real estate brokerage, leading platforms like Beike and I Love My Home are suggested for consideration [3][8]
58安居客研究院:8月房产经纪行业景气度指数上升至47.26 市场成交量有望增长
Xin Hua Cai Jing· 2025-09-15 06:31
Core Insights - The national real estate market in August continued to show a differentiated adjustment trend, with policy benefits gradually becoming evident and market confidence showing positive changes, indicating a clearer market bottom and laying the foundation for the traditional peak season of "Golden September and Silver October" [1][2] Group 1: Market Trends - In first-tier cities, the decline in new home prices has shown signs of narrowing, with new residential sales prices decreasing by 0.1% month-on-month, a reduction of 0.1 percentage points compared to July, indicating resilience in core city markets [1] - Shanghai experienced a month-on-month increase in new home prices of 0.4%, attributed to the concentration of quality improvement-type housing in core areas and the relaxation of purchase restrictions in outer areas, which effectively stimulated demand [1] Group 2: Three-tier City Challenges - Third-tier cities face significant inventory pressure due to previous years' stimulus policies leading to oversupply, and the support for these cities is relatively weaker compared to first and second-tier cities, limiting their self-adjustment capabilities [1] - Although measures such as converting existing housing into affordable housing have alleviated some inventory pressure, the direct effects of policies are gradually weakening due to continuously decreasing demand [1] Group 3: Industry Outlook - The real estate brokerage industry’s prosperity index rose by 2.8 to 47.26 in August, marking the largest single-month increase of the year, with new and second-hand housing search heat slightly increasing by 0.6 and 1.0 respectively compared to July, signaling positive market sentiment [2] - It is anticipated that September may end the downward trend observed since June, with transaction volumes expected to rebound as the traditional peak season approaches, supported by favorable policies [2] - In the medium to long term, the acceleration of the implementation of affordable housing refinancing and the monetization of urban village renovations are expected to inject new momentum into the market [2]
中原地产:香港十大屋苑周末录得11宗成交按周升57.1% 创5周新高
智通财经网· 2025-09-15 02:49
布少明强调对后市乐观,预计待下周议息结果公布后,市场前景将更趋清晰,整体交投步伐有望加快。 他预期,发展商将会加快推盘步伐,进一步带动市场气氛,吸引部分购买力提前于楼价上升前入市,争 夺二手优质单位,而楼价也有望持续拾级而上。 根据美联物业10大指标屋苑的周末成交量分布统计,港岛区3个指标屋苑,包括太古城、康怡花园及海 怡半岛,周末共录得1宗成交,按周增加1宗;九龙区4个指标屋苑包括丽港城、黄埔花园、新都城及美 孚新邨合共录得6宗成交,按周减少25%;新界区的映湾园、沙田第一城及嘉湖山庄合共录得4宗成交, 按周无升跌。 根据美联物业分行方面统计,周末10大指标屋苑录得11宗成交,虽然按周减少8.3%,但是连续两周维 持于双位数水平。若以15大屋苑计算,成交宗数录得13宗,按周无升跌。 美联物业住宅部行政总裁布少明表示,本周楼市将迎来两大关键因素:一是《施政报告》公布,房屋政 策势成市场焦点;二是美国议息结果亦即将出炉,市场普遍预期减息机会甚高。在这两大因素明朗前, 部分准买家采取积极部署,一方面频繁看楼、预先物色笋盘,待政策明朗即出击入市,令周末看楼活动 保持热络;另一方面亦有买家暂缓出价,静待市场方向明确, ...
深圳罗湖二手房签约量激增109%
21世纪经济报道· 2025-09-12 11:01
记者丨张晓慧 编辑丨孙超逸 9月6日起,深圳市住房和建设局、中国人民银行深圳市分行联合印发的《关于进一步优化调整 本市房地产政策措施的通知》正式施行,分区优化调整居民购买商品住房政策。 深圳多区放宽限购,其中,盐田区、大鹏新区取消限购;深户、在深圳连续缴纳社会保险或个 人所得税满1年及以上的非深户在罗湖区、宝安区(不含新安街道)、龙岗区、龙华区、坪山 区、光明区购买商品住房不限套数,包括新建商品住房和二手住房,其余情况可在上述六区限 购两套商品住房。 南方财经记者从深圳贝壳研究院获悉,新政落地后,深圳二手房市场呈现持续升温态势。据深 圳贝壳研究院监测,新政后六天(9月6日至11日), 贝壳深圳合作门店二手签约量较新政前 六天增长45%。 其中,罗湖表现尤为突出,增幅高达109%, 高于深圳其他各区。深圳贝壳研究院院长肖小平 表示,新政后罗湖二手房市场成交活跃度大幅上升,核心原因有两点: 一是罗湖配套成熟,房价亲民,相较南山、福田性价比高,适配各类自住需求及性价比导向的 投资者; 二是新政将其移出核心限购区,放开购房套数限制,释放大量此前无资格的购房者,直接推动 成交激增。 除了罗湖以外,贝壳研究院数据显示,9 ...
贝壳-W(2423.HK):Q2盈利能力环比提升 扩大并延长回购计划
Ge Long Hui· 2025-08-30 05:17
Group 1 - The company achieved revenue of 26 billion yuan in Q2 2025, an increase of 11.3%, while net profit attributable to shareholders was 1.3 billion yuan, a decrease of 31.2% [1] - In H1 2025, the company reported revenue of 49.3 billion yuan, a year-on-year increase of 24.1%, with net profit attributable to shareholders declining by 7.2% [1][2] - The number of active stores not under the Lianjia brand increased by 36.8%, exceeding 14,000, and the number of active agents rose by 24% to over 73,000, driving total active stores to 59,000, a 32.1% increase [1] Group 2 - The company's gross transaction value (GTV) in Q2 2025 was 878.7 billion yuan, up 4.7%, with existing and new homes contributing 583.5 billion yuan and 255.4 billion yuan respectively [1] - The gross margin for the company decreased by 6.0 percentage points year-on-year to 21.9%, with a gross profit decline of 12.5% [2] - The company has expanded and extended its share repurchase plan, increasing the authorization from 3 billion to 5 billion USD, with a focus on enhancing shareholder returns [3]