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国创高新:质押宁波国沛股权获1.4亿元贷款担保
Xin Lang Cai Jing· 2026-02-26 09:11
国创高新公告,公司已将持有的宁波国沛壹亿贰仟捌佰万元整注册资本对应1.28亿元股权(占100%) 质押给中信银行武汉分行,为收购宁波国沛项目申请1.4亿元并购贷款提供担保。此前公司以2.25亿元分 期收购宁波国沛100%股权;本次贷款列入2026年度不超过人民币12亿元综合授信额度内,事项不构成 重大资产重组及关联交易。 ...
大行评级丨花旗:将长实集团纳入30日上升催化观察,目标价54.55港元
Ge Long Hui· 2026-02-26 09:08
花旗将长实集团纳入30日上升催化观察。该行认为,长实可能加快投资香港发展项目的时机恰当,或提 升股东回报(股息或回购),均为潜在股价上升催化剂。该行预期管理层将在今年3月讨论未来资本配置 优先次序,以及任何关于基建资产资金回笼的进一步计划,均为短期潜在催化剂。该行予其"买入"评 级,目标价为54.55港元。 ...
新鸿基地产(00016)公布中期业绩 股东应占溢利102.47亿港元 同比增长36.21%
Zhi Tong Cai Jing· 2026-02-26 08:47
该信息由智通财经网提供 智通财经APP讯,新鸿基地产(00016)公布截至2025年12月31日止6个月中期业绩,实现收入527.05亿港 元,同比增长31.98%;公司股东应占溢利102.47亿港元,同比增长36.21%;每股溢利3.54港元,中期股息 每股0.98港元。 ...
新鸿基地产(00016.HK)中期纯利增长36.21%至102.47亿港元 拟每股派0.98港元
Ge Long Hui· 2026-02-26 08:46
截至2025年12月31日,按所占楼面面积计算,集团在香港的土地储备约有5730万平方尺,当中约3820万 平方尺为多元化的已落成物业,绝大部分用作出租及长线投资,这些物业为集团带来可观的经常性收 入。余下部分中,约1320万为可供出售的发展中住宅,可满足集团中期的发展所需。 回顾期内,集团在香港的物业投资组合继续为集团带来庞大而稳定的经常性收入。连同所占合营企业及 联营公司的贡献,集团的总租金收入按年持平,为87.97亿港元,而整体出租率则维持在高水平。 期内,集团在撇除投资物业公平值变动的影响后,可拨归公司股东基础溢利为122.13亿港元,去年同期 为104.63亿港元。 期内,集团来自物业销售的溢利为48.85亿港元,去年同期为25.06亿港元。按所占权益计算,集团期内 录得的合约销售总额约189亿港元。连同所占合营企业及联营公司的租金收入,集团期内的总租金收入 按年持平,为122.85亿港元,净租金收入按年下跌1%至89.5亿港元。 格隆汇2月26日丨新鸿基地产(00016.HK)公布中期业绩,截至2025年12月31日止6个月,公司收入为 527.05亿港元,同比增长31.98%;公司股东应占期内溢 ...
广州马场地块以超236亿元出让 历经243轮竞价 刷新羊城楼面单价纪录
Nan Fang Ri Bao Wang Luo Ban· 2026-02-26 08:43
Group 1 - The core point of the news is the successful bidding of the Ma Chang land plot in Guangzhou by Yuexiu Company for a total price of 23.60365 billion yuan, marking a new high for floor prices in Guangzhou [1][2][3] - The bidding process involved 8 companies, with 7 actively participating, and it lasted for 9 hours, showcasing strong market interest in the Ma Chang area [2] - The land plot is part of a strategic initiative to enhance Guangzhou's core urban area, aiming to create a more vibrant and competitive central area [1][3] Group 2 - The Ma Chang land plot will require the winning bidder to construct a 45,000 square meter internationally recognized five-star hotel and maintain all properties, reflecting a government-led, market-oriented development approach [2] - The redevelopment of the Ma Chang area is seen as a significant step in modernizing urban governance and maximizing spatial value in Guangzhou, providing a model for land redevelopment in large cities [2] - The area is planned to integrate advanced technology and professional services, creating a high-end service industry ecosystem that will enhance the attractiveness of the Zhujiang New Town to innovative talents and high-end populations [3]
新鸿基地产公布中期业绩 股东应占溢利102.47亿港元 同比增长36.21%
Zhi Tong Cai Jing· 2026-02-26 08:42
新鸿基地产(00016)公布截至2025年12月31日止6个月中期业绩,实现收入527.05亿港元,同比增长 31.98%;公司股东应占溢利102.47亿港元,同比增长36.21%;每股溢利3.54港元,中期股息每股0.98港元。 ...
瑞银:上海放宽房市措施社保门槛大降 惟料对成交刺激有限
Zhi Tong Cai Jing· 2026-02-26 08:41
瑞银发布研报称,上海宣布一系列房地产宽松政策,包括将非本地居民在外环内购房的社保缴纳要求由 三年缩短至一年,并允许缴纳社保满三年的非本地居民在外环内购买第二套住房。持有居住证满五年的 非本地居民,现可在全市范围购买一套住房。 信贷方面,住房公积金贷款上限由160万元人民币(下同)提高至240万元,购买绿色住房或多子女家庭最 高可贷324万元。同时优化公积金贷款的首套房认定标准,成年子女在上海仅持有一套住房的,可获豁 免房产税。 该行认为,此次政策与上海2024年5月将非本地居民社保要求由五年缩短至三年的措施类似,亦与北京 2025年12月将非本地居民五环内购房社保要求由三年缩短至两年的方向一致。惟参考历史经验,此类政 策对股价影响短暂,市场倾向在政策公布首日炒作,其后不久便获利了结。瑞银预期,是次政策对实体 房地产市场的影响同样有限。 ...
中国奥园根据强制性可转换债券的转换而发行59.23万股
Zhi Tong Cai Jing· 2026-02-26 08:36
中国奥园(03883)发布公告,于2026年2月9日-2026年2月24日根据2024年3月20日发行的2028年到期强制 性可转换债券的转换而发行59.23万股新股份。 ...
港股异动丨希慎兴业绩后收跌近7%,2025年营业额仅增1.6%
Ge Long Hui· 2026-02-26 08:20
希慎兴业(0014.HK)午后跳水一度跌8%,报21.12港元;最终收跌6.88%,报21.38港元;全天成交额放大至1.46亿港元。消息面上,公司午间公布业绩显 示,2025年取得营业额34.64亿港元,同比增加1.6%;经常性基本溢利19.18亿港元,同比减少1.9%;基本溢利25.1亿港元,同比增加28.3%;每股基本盈利 31港仙。维持第二次中期股息每股81港仙。全年总派息每股108港仙,按年持平。 ...
收评:沪指微跌0.01% CPO、PCB等算力硬件股集体爆发
Xin Hua Cai Jing· 2026-02-26 08:03
Market Performance - The A-share market showed mixed performance with the Shanghai Composite Index down 0.01% at 4146.63 points, the Shenzhen Component Index up 0.19% at 14503.79 points, and the ChiNext Index down 0.29% at 3344.98 points [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 25,568 billion yuan, an increase of 756 billion yuan compared to the previous day [1] Sector Performance - The electronic components, wind power equipment, communication equipment, power supply equipment, electronic chemicals, and power grid equipment sectors saw the largest gains [1] - The film and television, rare earth, insurance, and real estate development sectors experienced the largest declines [1] Investment Insights - According to institutional views, the overall market trend remains upward, with resource stocks like energy metals, steel, and rare earths undergoing corrections while sectors like computing hardware and commercial aerospace are gaining traction [3] - Investors are advised to focus on low-entry opportunities in previously popular sectors after corrections, with a long-term view on high-growth areas such as semiconductors, consumer electronics, artificial intelligence, and robotics [3] Lithium Market Impact - Zimbabwe's Ministry of Mines announced a ban on lithium ore exports, which is expected to significantly impact lithium prices as 19% of China's lithium concentrate imports come from Zimbabwe [3][5] - Companies with lithium mining interests in Zimbabwe, such as Shengxin Lithium Energy and Yahua Group, have stated that they are currently assessing the impact of this ban on their operations [5] Nvidia Financial Performance - Nvidia reported record revenue for the fourth quarter and the entire fiscal year 2026, with fourth-quarter revenue reaching 68.1 billion USD, a 20% increase from the previous quarter and a 73% increase year-over-year [6] - The company's full fiscal year revenue was 215.94 billion USD, a 65% increase from fiscal year 2025, with net profit for the fourth quarter at 42.96 billion USD, up 94% year-over-year [6] - Nvidia's data center business was a significant driver of this growth, with expectations for first-quarter revenue in fiscal year 2027 projected at 78 billion USD [6]