期内收益增加乃主要由于办公室物业及医疗中心项目收益增加所驱动。 智通财经APP讯，K W NELSON GP(08411)发布截至2025年6月30日止六个月业绩，收益1226.4万港元， 同比增长42.7%;净亏损226.8万港元，同比扩大14.6%;每股基本亏损0.24港仙。 ...

Core Insights - Carlyle Group Inc reported a total market value of $5.03 billion for its Q2 2025 holdings, reflecting a 32% increase from the previous quarter's $3.80 billion [1][2] - The investment portfolio saw only one new purchase, one addition, two reductions, and four complete sell-offs, indicating a highly concentrated stock holding with the top ten holdings accounting for 99.72% of the total market value [1][2] Holdings Summary - The largest holding is StandardAero Inc, with approximately 152.67 million shares valued at about $4.83 billion, representing 95.06% of the portfolio, and showing a 13.64% increase in shares from the previous quarter [2][5] - Soleno Therapeutics Inc is the second-largest holding, with around 860,980 shares valued at approximately $72.08 million, maintaining its share count from the previous quarter [3][5] - Phathom Pharmaceuticals ranks third, holding about 3.5 million shares valued at approximately $33.53 million, also unchanged from the previous quarter [3][5] - Pony.ai, a Chinese autonomous driving company, is the fourth-largest holding with approximately 2.36 million shares valued at about $31.18 million, showing no change in share count [4][5] - Invitation Homes Inc, focusing on single-family rental properties, is the fifth-largest holding with around 477,500 shares valued at approximately $15.66 million, also unchanged [4][5] Trading Activity - The largest purchase in Q2 was StandardAero Inc, while the only new position established was in Crowdstrike Holdings Inc, with a market value of approximately $6.26 million [5][6] - Major sell-offs included WeRide Inc, SEACOR Marine Holdings Inc, Complete Solaria Inc, and Spruce Biosciences Inc, with WeRide and SEACOR Marine being completely sold out [6][7]

人民财讯8月13日电，企查查APP显示，近日，合肥和欣房地产租赁有限公司成立，法定代表人为邱宏 刚，注册资本为5000万元，经营范围包含：物业管理；土地使用权租赁；酒店管理；非居住房地产租 赁；住房租赁；房地产咨询等。企查查股权穿透显示，该公司由保利发展（600048）间接全资持股。 ...

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的內容概不負責，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份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 Zhong Jia Guo Xin Holdings Company Limited 中加國信控股股份有限公司 （於百慕達註冊成立之有限公司） （股份代號：899） 自願性公告 業務最新情況 本公告乃由中加國信控股股份有限公司（「本公司」，連同其附屬公司統稱「本集團」）自 願公佈，旨在向本公司股東（「股東」）及潛在投資者提供本集團最新業務發展情況。 本公司董事（「董事」）會（「董事會」）謹此通知根據截至二零二五年三月三十一日止年 度的年度報告，集團曾於二零二四年四月一日作出預測（「預測」），預期截至二零二五年 三月三十一日止年度將實現租金收入約1027萬港元及礦產銷售約1302萬港元。而實際該年度 租金收入約755萬港元，礦產銷售為0港元，較預測值分別出現約29.57%（「租金差額」）及 100%（「礦產差額」）的差額（統稱「差額」）。 公司本預期，在新冠疫情限制措施解除後，中國經濟將在2024年有所好 ...

个体二房东的生存空间被急剧压缩。在广州从事二手租赁生意的丙哥，无奈之下将手上的8套隔断房全部退租："光是消防改造就要投入20万元，一次罚款还 要赔10万元，还不如去送外卖。"他的遭遇并非个例，上海约70%的个体二房东正在退出市场。 一场关于租房的"冰与火之歌"正在上演。2025年9月15日，《住房租赁条例》正式实施，租客凭备案租赁合同即可让孩子就读对口学校，学区房逻辑由此被 彻底颠覆。曾经，家长们为获得中关村三小等名校学位，不惜斥资800万购买海淀的"老破小"，如今，租房或许便能解决入学难题。广州的实证研究已显 示，租购同权政策实施后，区级重点小学学区房溢价开始下降。 然而，"羊毛出在羊身上"，新规的冲击波迅速波及房东群体。在北京朝阳拥有三套出租房的陈姐，以往将90平米的三居室隔成五间出租，每月收入达1.2万 元；新规实施后，她只能租给三户人家，月租金降至7500元，加上5%的租赁税，年收入直接缩水6万元。更让她头疼的是备案制，过去隐匿的租金收入如今 通过全国联网的住房租赁平台曝光无遗。深圳房东老林也表示，租客为了孩子上学积极备案，逃税已无可能，他本人就因一套月租6500元的房子补缴了全年 的3900元税费。 ...

Core Insights - Shanghai Chengtou's subsidiary, Chengtou Kuan Ting, has achieved a rental income scale exceeding 500 million yuan for 2024, marking a nearly tenfold increase compared to 2021 [1] - As of the first half of this year, the Chengtou Kuan Ting rental housing REIT has accumulated a distributable amount of 63.37 million yuan, with an annualized cash distribution rate of 4.19%, and a market value of 4.272 billion yuan [1] - The board of directors of Shanghai Chengtou announced an expansion plan on August 5, involving infrastructure projects including two affordable rental housing projects [1] Company Developments - Chengtou Kuan Ting has established a presence in nine major areas of Shanghai with 19 projects, managing over 27,000 housing units and serving nearly 50,000 individuals [1] - The company has launched a new high-end serviced apartment product line called Kuan Lan, with three projects already on the market or soon to be launched [1] Strategic Initiatives - The expansion is seen as a driving force for the continuous development of the Chengtou Kuan Ting REIT, with the inclusion of new assets expected to enhance operational efficiency and brand management [1]

"这个4层的独栋别墅有9个房间，月租金1.8万元，算下来每个房间月租金仅2000元。"近期，有深圳房产中介向《每日经济新闻》记者介绍。 近几年，深圳别墅法拍价屡创新高，去年华侨城纯水岸独栋别墅法拍单价突破50万元/平方米，沙河高尔夫别墅20年总价翻32倍；但另一方面，买不起别 墅的人，已经开始将目光投向了远郊别墅租赁，甚至出现了"人均2000元住独栋"的合租模式。 8月5日下午，广东省城乡规划院住房政策研究中心首席研究员李宇嘉通过微信向每经记者表示，普通工薪阶层如果为了舒适性而选择租住远郊别墅，首先 需要考虑的是通勤成本，得有车，或者房源离地铁口不是太远。 从城中村搬到别墅区 深圳远郊的独栋别墅，正成为很多人的"梦中情房"，刘生夫妇的故事颇具代表性。 三年前，他们从深圳福田的城中村搬进沙井别墅区，与事业合作伙伴一家人合租了独栋别墅，人均月租不到2000元，但换来了独立空间、花园和车库。 "以前住在城中村，虽然通勤便利，但平时噪声很大，现在虽然通勤距离远了一些，但生活品质明显提升。"刘生坦言，因为自己从事跨境电商行业，对通 勤要求没那么高，所以租住别墅反而性价比更高。 每经记者注意到，这种选择并非个例，越来越多 ...

Core Viewpoint - The company is participating in the expansion of the Guotai Junan Chengtou Kuan Ting REIT, which focuses on affordable rental housing projects in Shanghai [1][2]. Group 1 - The company announced that its wholly-owned subsidiary, Shanghai Chengtou Housing Rental Co., Ltd., is the original rights holder initiating the establishment of the Guotai Junan Chengtou Kuan Ting REIT, which was listed on the Shanghai Stock Exchange on January 12, 2024 [1]. - The board of directors approved the proposal to participate in the expansion of the Guotai Junan Chengtou Kuan Ting REIT and to acquire new infrastructure projects [2]. - The company will use two rental housing projects located in Shanghai's Minhang District, namely the Pujiang Community and the Jiuxing Community, as underlying assets for the REIT expansion [2].

Group 1: Core Business Performance - The Hong Kong office market is facing significant challenges, with a vacancy rate rising to 13.6% in the first half of 2025, indicating an oversupply situation [2] - The rental rate for the company's Hong Kong office properties has declined from 93% at the end of 2024 to 91% by the end of Q2 2025, with specific declines of 1% for Taikoo Place and 3% for Taikoo Square [2] - Rental rates for the two core properties have decreased by 14% and 15% respectively, reflecting competitive market conditions [2] Group 2: Retail Market Performance - In contrast to the office sector, the company's retail properties have shown stable growth, with key projects maintaining a 100% occupancy rate [4] - Notable sales growth was observed in Shanghai's Taikoo Hui, which increased by 13.5%, and Beijing's Sanlitun Taikoo Li, which grew by 6.8% [4] - The performance disparity among retail projects is influenced by local economic conditions and operational factors, necessitating targeted strategies for maintaining retail business stability [4] Group 3: Future Development Projects - Several new projects, including Beijing Taikoo Place and Xi'an Taikoo Li, are under construction and are expected to be completed between 2026 and 2027, which will provide new growth momentum for the company [5]

（原标题：太古地产(01972)第二季度中国香港整体办公楼租用率达91%） 智通财经APP讯，太古地产(01972)公布，于2025年第二季度，已落成投资物业方面，中国香港整体办公 楼租用率达91%。其中，太古坊(整体)出租率达90%，租金下调15%。 中国内地方面，太古汇办公楼租用率达91%，颐堤港一座租用率达86%;香港兴业中心一座及二座租用率 达95%。 ...