登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600638 证券简称：新黄浦 公告编号：临2026-001 上海新黄浦实业集团股份有限公司 关于持有型不动产资产支持专项计划发行完成的公告 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。 上海新黄浦实业集团股份有限公司（以下简称"公司"）于2025年4月28日召开了第九届七次董事会会 议，审议通过了《关于开展保租房持有型不动产资产支持专项计划的议案》（以下简称"专项计划"）申 报发行工作的相关议案，详见公司于2025年4月30日在上海证券交易所（以下简称"上交所"）网站及指 定信息披露媒体上披露的《关于开展保租房持有型不动产资产支持专项计划的公告》（公告编号：临 2025-015）。 该专项计划由公司担任原始权益人，太平洋资产管理有限责任公司（以下简称"太平洋资管"）为计划管 理人，以闵行区梅陇镇MHPO-0306单元02-03A-01a地块租赁住房项目为底层资产。 公司于2025年12月25日收到上交所向太平洋资管出具的《关于对太保资产-新黄浦筑梦城保租房持有型 ...

Core Insights - The overall real estate market during the Spring Festival period (February 15-23) exhibited a typical "holiday mode," with both new and second-hand housing transaction volumes in key cities at seasonal lows due to factors such as holiday travel and temporary suspension of online signing in some cities [1][4] - A total of 100,000 square meters of new residential properties were signed in 21 key cities during the Spring Festival, showing a year-on-year stability in daily transaction volume [1][4] - Major cities like Shanghai, Wenzhou, and Jinan led in transaction volumes, while cities like Nanning and Qingdao experienced significant year-on-year growth due to low base effects [1][2] New Housing Market - The new housing market saw a total transaction area of 10,000 square meters during the Spring Festival, with Shanghai at 13,600 square meters, Wenzhou at 10,800 square meters, and Jinan at 10,100 square meters leading the way [2] - Some developers actively promoted sales during the holiday, offering discounts and special offers to attract buyers, which contributed to a slight increase in foot traffic and sales in certain projects [3][4] Second-Hand Housing Market - The second-hand housing market showed signs of recovery in the latter half of the holiday, driven by pent-up demand and promotional activities [3] - The overall sentiment in the core cities suggests a potential "small spring" recovery, with expectations of increased transactions as the holiday effects fade [4] Developer Strategies - Developers are beginning to set performance targets for the new year, with many expected to launch competitive products in March to stimulate sales [5] - The market is anticipated to see a surge in promotional activities as developers respond to the need for improved sales performance following a lackluster start to the year [5] Market Outlook - Analysts predict that 2026 will be a critical year for the real estate market to stabilize, with a focus on policies aimed at controlling supply and reducing inventory [5] - The upcoming "Two Sessions" will bring attention to specific measures that could impact the real estate sector, with a long-term focus on high-quality development as outlined in the 14th Five-Year Plan [5]

2月24日，各大机构公布了春节期间（2月15日～23日）重点城市新房及二手房成交数据。 据中指研究院监测，今年春节期间，楼市整体呈现典型的"假期模式"。受节日返乡、出游及部分城市网 签暂停更新等因素影响，重点城市新房及二手房网签成交量均处于季节性低位。 重点21城春节假期新建商品住宅共网签成交10万平方米，相比去年春节假期日均成交量基本持平。其 中，上海、温州、济南分别以1.36万平方米、1.08万平方米、1.01万平方米的成交量位居前三位；南 宁、青岛则在低基数影响下同比增幅较高。 | 各线 | 城市 | 2026春节假期 (2.15-2.23) 新建商品住宅 | | --- | --- | --- | | | | 合计成交面积(万平米) | | 史上海 | | 1.36 | | 北京 | | 0.23 | | 深圳 | | 0.22RET- | | L W | | 0.14 | | 看州 | | 1.08 | | 济南 | | 1.01 DEIS | | 武汉 | | 中国 0.89 | | 成都 | | 0.54 | | 宁波 | | 0.49 | | -线 | 苏州 | 0.27 | | 福州 | | ...

2026年春节假期，楼市整体运行平稳。中指研究院最新发布的数据显示，受返乡出游、网签暂停更新等 因素影响，重点21城新房及二手房春节成交量均处于季节性低位，重点21城春节假期(2月15日至2月23 日)新建商品住宅共网签成交10万平方米，日均成交量与去年春节假期基本持平。 业内人士认为，在政策持续优化与企业积极营销的背景下，楼市正为节后"小阳春"行情提前蓄力。 分城市来看，一线城市整体运行平稳。上海方面，受节前政策利好带动及房企维持较大促销力度影响， 新房网签量较去年春节增幅较大。 "假期期间，上海无项目认筹或开盘，预计新房项目将在3月份集中入市。多数楼盘延续'春节不打烊'的 运营节奏，促销力度与1月份基本持平。华润置地、保利发展（600048）、中国金茂等头部房企则借此 契机推出'业主春晚'等活动，进一步强化'邻里社区'概念，提升品牌在业主端的影响力和运营优势。"中 指研究院指数研究部总经理曹晶晶向《证券日报》记者表示。 广州方面，也有近50家房企、超140个楼盘推出"春节不打烊"活动。密集的促销叠加节日氛围，多个楼 盘人气走高。"随着春节期间广州接待外地游客大幅增长，不少项目到访的外地看房客明显增加，客群 ...

国家统计局近日公布的2026年1月份70个大中城市房价数据显示，1月份一二三线城市房价环比降幅总体 收窄，市场呈现积极变化。 在笔者看来，1月份70个大中城市整体房价虽未完全摆脱下行态势，但需求端韧性持续显现，市场迎来 自我修复的良好开局。由此可见，当前房地产市场呈现结构性调整、筑底修复的核心特征，楼市流通端 积极信号增多，正稳步向企稳修复过渡。 以上海为例，根据上海房产交易中心官网"网上房地产"数据，1月份上海二手房（含商业）网签成交 22834套，已是连续第三个月成交量突破2.2万套，从同比数据来看，该成交量创下近5年同期新高。这 一表现是多重因素共同作用的结果。一方面，城市旧改力度加大，持续释放刚性与改善性需求；另一方 面，居民换购住房有关个人所得税退税政策延续至2027年底，政策效应持续释放。 最后，区域新房市场逐步复苏，成为稳定市场的关键抓手。从70个大中城市房价指数看，新房价格环比 止跌的城市数量持续扩容至12个。除上海、合肥外，长春、武汉、丹东、吉林等城市实现环比止跌；扬 州、南京房价连续两月持平或上涨。新一线及重点二线城市新房价格波动趋缓，武汉、青岛、济南等城 市市场活跃度明显提升，成为区域市 ...

说起地产圈的残酷，在阳光城地产身上体现得淋漓尽致。 从2020年巅峰期 21319 名员工，到2025年中，仅剩 1755 人，5 年时间，阳光城累计裁员 19564 人，减 员比例高达 91.77%。 下表是来自企业公开年报的数据及权威媒体报道。 | 时间节点 | 员工总数 | 裁员人数 | 耦员比例 | 累计裁员 | 核心事件 | | --- | --- | --- | --- | --- | --- | | 2020 年末(劇峰) | 21,319 人 | י | | | 销售额达 2180亿元,创历史新高,跻身行业 TOP15 | | 2021 年末 | 9,921 人 | 11,398 人 | 53.46% | 11,398人 | 融资"三道红线"压顶,债务链断裂,首次大规模裁员 | | 2022 年末 | 3,340 人 | 6,581 人 | 66.33% | 17,979人 | 巨亏 125.5 亿元,区域公司大规模撤并,营销体系酶■ | | 2023 年末 | 2,598 人 | 742 人 | 22.22% | 18,721 人 | 8月被强制退市,进入债务量组阶段 | | 2024年中 ...

Group 1: Real Estate and Construction - The real estate market continues to show signs of bottoming out, with a weak performance in new home sales during the Spring Festival period, reflecting poor supply and demand dynamics [3][9][12] - The land market has seen a significant decline in both supply and demand, with total land area launched in January 2026 down 16% year-on-year, and total land transaction value down 39% [11][12] - Policy measures such as the reduction of the value-added tax on second-hand housing and the lowering of minimum down payments for commercial properties indicate a generally accommodative policy environment [3][12] Group 2: Agriculture, Forestry, Animal Husbandry, and Fishery - The pig price is under pressure post-holiday due to the end of stocking and limited weight reduction, with the average price of pigs at 11.66 yuan/kg as of February 13, 2026, down 0.40 yuan/kg week-on-week [4][13] - The supply side shows a slight decrease in the average weight of pigs being marketed, indicating ongoing pressure from large pigs and structural pricing risks [13][14] - The overall market sentiment remains weak, with expectations of a seasonal decline in demand in the weeks following the holiday [14] Group 3: Retail and Consumer Services - The retail sector is experiencing a steady recovery in consumption, with payment transactions on the eve of the Spring Festival increasing by 21.64% compared to the previous year [5][19] - Key retail and catering enterprises reported an average daily sales increase of 8.6% during the first four days of the holiday compared to the same period in 2025 [19][25] - Investment recommendations focus on high-quality companies in the consumer sector, particularly those in gold and jewelry, offline retail, cosmetics, and medical aesthetics [26] Group 4: Pharmaceuticals - The company has entered into an exclusive licensing agreement with GSK for two siRNA pipeline products, with potential total transaction value reaching up to $1 billion [6][28] - Revenue forecasts for the company are maintained at 143 million, 169 million, and 201 million yuan for 2025, 2026, and 2027, respectively, with a downward adjustment in net profit estimates [6][28] - The collaboration with GSK highlights the company's growing recognition in the small nucleic acid drug development field, paving the way for future global partnerships [28][29]

Investment Rating - The industry rating is optimistic, expecting overall returns to exceed the CSI 300 Index by more than 5% in the next six months [10]. Core Insights - The real estate sector is experiencing a positive market trend, with the Shanghai Composite Index and Shenzhen Composite Index rising by 0.87% and 1.23% respectively on February 24, 2026. The Shenwan Real Estate Index also increased by 0.28% [3]. - A recent land auction in Yiwu saw a small residential plot sold at a total price of 116 million yuan, with a premium rate of 22.14%. The plot covers an area of 4,120.58 square meters and has a planned construction area of 10,301.45 square meters [5]. - The top five performing stocks in the real estate sector included Phoenix Holdings, Jingneng Real Estate, Ningbo Fuda, Hefei Urban Construction, and Beijing Investment Development, with respective increases of 9.63%, 8.37%, 6.44%, 6.17%, and 5.96% [4]. Market Trends - The Guangzhou Housing and Urban-Rural Development Bureau, along with six other departments, is conducting a two-month campaign to regulate real estate media, aiming to reduce false advertising and malicious speculation [6][7]. - Shenzhen Overseas Chinese Town Holdings has initiated a non-public offering of corporate bonds, with a scale of 2.5 billion yuan, which has been accepted for review [8].

本报记者 李凯旋 北京报道 近两年，微度假式的社区业态火热，成为许多人过节的首选目的地。《华夏时报》记者走访时看到，春 节期间，北京的特色社区也成了许多市民的游玩地。其中，位于京西的檀谷则是把年味搬进了山里，让 市民可以体验"住、吃、玩"一条龙活动，带来便捷的游玩体验。 值得关注的是，近期，檀谷刚被评定为国家AAA级旅游景区，完成了从业主家园到游客景区的嬗变。 檀谷开发商及运营商京投发展股份有限公司（下称"京投发展"，600683.SH）方面表示，未来房企的竞 争将集中于如何为消费者提供情感价值、生态价值与社群价值，实现了从供给"居住空间"到营造"生活 方式"的系统性升级。 西山社区年味浓 《华夏时报》记者看到，檀谷被大山环绕，整个社区为木质色调的庭院式设计。春节期间，檀谷的树木 上和街道上均布置了彩灯等艺术装置，年味浓郁。据悉，檀谷在假期举办了多项新春活动，市民可以在 檀谷完成住、吃、玩"一条龙"活动。 其中，"慢闪公园"是檀谷的心脏。春节期间，檀谷在"慢闪广场"设置了"山谷有神马"艺术装置，市民可 以在马年摸"神马"，与吉祥神兽拍照留影。在大年初一，檀谷迎来一只空降山谷的瑞狮，社区举行了一 场巡游表演。 ...

年后的天津二手房，马上就要起跑了。 往年的楼市淡季却"反常"得活跃：连续3个月量涨，1月都比12月卖得多，更是创下历年同期新高。 这也导致这个楼市"绝对主角"，市场份额再度冲高。 其实在1月份迹象就已显现。 按套数，天津1月二手房成交占比，已经达到了惊人的76%！ 也就是说，每卖4套房，3套都是二手房。 新房已被"蚕食"得仅剩两成多。 拉长时间轴，趋势更直观。 在2018-2020年时，天津一二手房基本是"对半分"，但自2021年开始，二手房份额"奋发图强"。 一年涨3个点，一年涨7个点…… 仅仅5年，就已从"不分伯仲"，变成了二手房成绝对主角。 没想到开年1月更极端。全市一二手房成交总量是1.5万套，单二手房就卖了1.16万套。 市场占比增至76%，为历史最高。 更恐怖的是，若照这一年涨3-4个点的势头推算，不出七年新房就该"消失"了。 别看二手房量上"风光"，1月份的成交套数已是新房的3.2倍，但原因众所周知，完全是靠降价抛售换来的。 包括因学区撑涨的和平、河西，也已价格回落。 超跌带来超级性价比。 这也是二手房能打败新房的核心利器。 仅均价，一二手房就已差出77%。 显然，这是不可能的。 美国如此成熟的 ...