登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002146 证券简称：荣盛发展 公告编号：临2025-099号 荣盛房地产发展股份有限公司 第八届董事会第十五次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、董事会会议召开情况 荣盛房地产发展股份有限公司（以下简称"公司"）第八届董事会第十五次会议通知于2025年11月12日以 书面及电子邮件等方式送达全体董事，2025年11月17日以通讯表决方式召开。会议应出席董事9人，实 际出席董事9人，本次董事会会议的召开符合法律法规及《公司章程》的有关规定。 二、董事会会议审议情况 本次会议审议并通过了以下议案： 《关于债务重组的议案》 三、备查文件 公司第八届董事会第十五次会议决议。 特此公告。 荣盛房地产发展股份有限公司 同意 9 票，反对 0 票，弃权 0 票。 具体内容详见刊登于2025年11月18日《证券时报》、《上海证券报》、《证券日报》及公司指定信息披 露网站巨潮资讯网（http://www.cninfo.com.cn）的《荣盛房地产发展股份有限公司关于债务重组的公 告》。 ...

在进入到2025年之后，房地产市场仍旧延续之前调整的趋势。数据显示，2025年1-10月，全国新建商品 房销售面积同比下降6.8%，销售额同比下降9.6%。此外，2025年10月，中国100个城市的二手住宅价格 全部下跌，无一城市持平或上涨，二手房市场已经连续32个月环比下跌。 而对于当前国内房地产市场调整的走势，已经被华人首富李嘉诚给说中了。早在2018年，李嘉诚就曾做 出过预测：房子始终是用来住人的，内地的房价一直居高不下，在未来数年内，房地产行业有可能会面 临大洗牌，炒房客们应该谨慎了。当时，国内房地产正处于上涨的周期，开发商在疯狂拿地，炒房客在 连续排队买房，很多人对李嘉诚的预测并没有太当一回事。 而从现在看来，当年李嘉诚的预测，主要想表达两层含义：一方面，内地的房价居高不下，已经沦为投 资品，存在着较大泡沫。不过，最终高房价还是要逐步回归居住属性。所以，提醒炒房者要当心了，别 被套在楼市，不幸成为接盘侠。 随着房地产市场持续低迷，有越来越多的救市政策持续推出。比如，除一线城市的核心区域之外，其他 绝大多数城市都已经全面放开了限购政策。同时，银行也把房贷利率降到3.5%以下，首付比例也降到 20%。去 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600340 证券简称：华夏幸福 公告编号：2025-070 华夏幸福基业股份有限公司 关于法院指定公司预重整 临时管理人的公告 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、准确性及完整性承担法律责任。 重要内容提示： ● 华夏幸福基业股份有限公司（以下简称"公司"或"华夏幸福"）收到债权人龙成建设工程有限公司（以 下简称"申请人"）送达的《告知函》及河北省廊坊市中级人民法院（以下简称"法院"或"廊坊中院"）送 达的《河北省廊坊市中级人民法院通知书》（（2025）冀10破申62号），申请人以公司未按期清偿到期 债务且明显缺乏清偿能力，但具备重整价值为由，向廊坊中院申请对公司进行重整，同时申请启动对公 司的预重整程序。 ● 公司已收到廊坊中院出具的《河北省廊坊市中级人民法院通知书》（（2025）冀10破申62号之一）， 决定受理对公司进行预重整。公司近日收到廊坊中院出具的《河北省廊坊市中级人民法院决定书》 （（2025）冀10破申62号），依法指定华夏幸福司法重整清算组担任公司预重整期间的临时管 ...

Core Insights - The article emphasizes the strategic development of the Liangjiang New Area, aiming to become a core growth engine for Chongqing and the western region of China, focusing on "integration" and "high quality" [3][16] - The new Liangjiang New Area aims to create a "modern international urban model area," moving beyond traditional development models to set higher standards for urban planning, architectural quality, public services, and cultural depth [3][16] Group 1: Development Strategy - The Liangjiang New Area is targeting three major high grounds: high-quality development industrial base, technology innovation source, and modern international urban model area [3] - The focus on "internationalization" includes not only modern infrastructure but also a service system aligned with international standards, a diverse cultural atmosphere, and a high-quality living environment to attract international talent [3][4] Group 2: Market Participation - The "2025 China Luxury Housing New Cycle: Chongqing New Regulations Super Summit" was held to discuss the development paths and innovative directions for high-quality residential projects under new regulations [4][5] - Experts highlighted the importance of market forces in the deep participation of urban development, with companies like China Resources Land actively responding to urban development challenges [4][8] Group 3: Project Highlights - The "Lianjing" project, as part of China Resources Land's highest product line, is seen as a landmark product for the luxury housing new cycle, responding deeply to the new development pattern of Liangjiang New Area [10][14] - The project features large-scale luxury spaces, innovative architectural designs, and a focus on integrating natural light and space, setting a new standard for high-end living [13][14] Group 4: Long-term Commitment - China Resources Land has been deeply involved in the development of Liangjiang New Area for 18 years, aligning its projects with the unique natural endowments and urban spirit of the area [6][16] - The company's "Good House System 2.0" strategy incorporates the themes of "mountain, city, river, and lake," translating policy concepts into tangible living experiences [6][16]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600048 证券简称：保利发展公告编号：2025-092 转债代码：110817 转债简称：保利定转 保利发展控股集团股份有限公司 关于"保利定转"开始转股的公告 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。 重要内容提示： ● 转股价格：15.92元/股 ● 转股期起止日期：2025年11月21日至2031年5月15日 一、本次可转债发行与挂牌转让概况 根据中国证券监督管理委员会（以下简称"中国证监会"）出具的《关于同意保利发展控股集团股份有限 公司向特定对象发行可转换公司债券注册的批复》（证监许可﹝2025﹞853号），公司向特定对象发行 了8,500万张可转换公司债券（以下简称"本次可转债"），每张面值为100元，募集资金总额为850,000万 元，期限6年。 经《上海证券交易所自律监管决定书》（﹝2025﹞137号）同意，公司发行的850,000万元可转换公司债 券于2025年6月19日在上海证券交易所挂牌转让，证券简称为"保利定转"，证券代码为"1108 ...

面对楼市风向转变，几家欢喜几家愁。长期以来，国内房价高企，令无数家庭望房兴叹。以上海、北 京、深圳为首的一线城市，动辄六七百万的房价令人咋舌；杭州、武汉等二线城市也需两三百万才能安 家；即使在三四线城市，一套普通商品房也需耗资一百五十万。而与之形成鲜明对比的是，当地居民的 平均收入仅在三千至六千元之间徘徊。房价与居民购买力严重脱节，拥有一套属于自己的房子，成为了 许多家庭遥不可及的梦想。 然而，自去年下半年起，国内房地产市场开始呈现调整之势。全国平均房价从之前的每平方米一万一千 元，跌至今年五月的九千五百二十六元，跌幅超过百分之十五。国家统计局发布的数据显示，在全国七 十个大中城市中，有三十四个城市房价跌回两年前水平，二十七个城市房价跌回三年前水平，更有六个 城市房价跌回五年前。 面对这样的市场变化，那些尚未购房的家庭或许会感到一丝欣慰。房价下跌，意味着他们距离实现住房 梦想更近了一步。此外，他们也庆幸自己没有盲目跟风，在高位入市，否则，如今不仅要背负沉重的房 贷压力，还要面对资产缩水的困境。 那么，在房价调整的大背景下，手握多套房产的家庭，又将面临怎样的困境呢？ 其次，是持有成本的增加。原本，炒房者寄希望于 ...

Core Viewpoint - A dispute between a central enterprise-backed real estate company and a local state-owned real estate company has been resolved through mutual agreement, highlighting the competitive dynamics in the Beijing real estate market [1][8]. Group 1: Project Development and Collaboration - The Beijing Huangshanmu store project, also known as Zijing Chenyuan and Puyue, is a joint development by Guangzhou Yuexiu Real Estate, Beijing Xingding Real Estate, and Beijing Fangxing Yicheng Real Estate, with a total land acquisition cost of 12.6 billion yuan [1][2]. - The three companies have agreed to collaborate on marketing and project development, adhering to principles of professionalism, transparency, and better service delivery to clients [1][9]. - The shareholding structure shows that Beijing Xingchang Real Estate (Zijing Chenyuan project) is 50.1% owned by Zhongjian Zhidi, 32.9% by China Jinmao, and 17% by Yuexiu Real Estate [2]. Group 2: Market Competition and Pricing Issues - Allegations of unfair competition were raised by Zhongjian Zhidi against Yuexiu Real Estate, claiming that the latter's marketing strategies led to customer loss and disrupted pricing order in the market [5][6]. - The pricing strategy for both projects was supposed to follow a unified standard based on core dimensions such as unit type and location, but discrepancies arose during the marketing process [4][5]. - The competitive environment is intense, with both projects targeting high-end improvement customers, leading to significant media attention and market discussions [6][7]. Group 3: Sales Performance - Zijing Chenyuan achieved sales of 5.65 billion yuan shortly after its launch, while Puyue reported sales of 4.565 billion yuan, indicating strong market interest [3][6]. - As of November 16, Zijing Chenyuan had 111 units signed at an average price of approximately 98,000 yuan per square meter, while Puyue had 117 units signed at around 99,600 yuan per square meter [6]. Group 4: Future Market Outlook - The Huangshanmu store area is positioned as a prime location for residential development, with plans for 30 high-quality residential land resources to be released in Chaoyang District over the next three years [7]. - The collaboration between these companies is seen as a strategy to mitigate risks and enhance competitiveness in a challenging real estate market [6].

10月底，二十届四中全会闭幕后发布的"十五五"规划草案中，有一段话引起了很多人的关注，规划提出 要大力提振消费，清理汽车、住房等消费领域不合理的限制性举措。 这句话虽然没有直接点名，但结合当前房地产市场的情况，很明显是在说限购政策，北上深等一线城市 的限购政策，可能真的要迎来历史性转折了。 北京的限购政策最早可以追溯到2010年到2012年那段时间，当时一线城市人口多，住房供应不足，房价 涨得很快。 为了抑制房价上涨，保障刚需购房者的需求，限购政策应运而生，2017年左右，限购政策还进一步加 码。 当时全国房价大涨，一线城市涨得最凶，社会上对高房价的讨论很激烈，加码限购的做法得到了不少人 的支持。 但2021年之后，情况变了，全国房价开始调整，一线城市也没能例外，到2025年三季度末，北上广深的 房价比之前的高点已经跌了约30%，有些区域跌得更多。 今年4月开始全国一二三四线城市的二手房价都在持续调整，而一线城市在所有一二线城市中反而跌得 最明显。 今年9月国家统计局公布的数据显示，70个大中城市中，新建商品住宅价格环比下降的城市有67个，二 手住宅价格环比下降的城市有68个。 一线城市的二手房价格环比下降0 ...

Core Insights - The real estate industry is experiencing a wave of executive changes, particularly among state-owned enterprises and major players [1][5][6] - Recent adjustments in leadership are seen as a response to changes in the real estate sales market and the need for companies to adapt their operational strategies [1][5][6] Group 1: Executive Changes - On November 14, China Merchants Shekou announced the resignation of Jiang Tiefeng from his roles as non-executive director and chairman, with Zhu Wenkai appointed as his successor [1] - On November 13, Dalong Real Estate reported that Chairman Li Wenjiang resigned due to work adjustments, with Zhao Changsong appointed as acting chairman [3] - Five Mining Real Estate also announced leadership changes on the same day, with He Jianbo resigning and Dai Pengyu appointed as acting chairman [3] Group 2: Market Adaptation - The frequency of executive changes has increased as the year-end approaches, indicating a shift in corporate strategies in response to market conditions [1][5] - According to Yan Yujin from Shanghai Yiju Real Estate Research Institute, these personnel adjustments reflect the need for companies to align with market changes and internal operational adjustments [1][5] Group 3: Central State-Owned Enterprises - Central state-owned enterprises are at the forefront of these leadership changes, with key positions such as chairman and general manager being affected [5][6] - The adjustments are often due to work reallocations and personal reasons, highlighting the higher scrutiny and requirements for performance in these enterprises [6] Group 4: Cross-Group Movements - Recent trends show an increase in cross-group movements among executives, such as Xu Rong's appointment as chairman of China Resources Land after previously serving in various roles within the group [8] - The movement of executives like Wu Bingqi from China State Construction to China Overseas Land and Investment is aimed at leveraging cross-sector management experience to enhance business integration [8][9] Group 5: Industry Transformation - The real estate sector is transitioning from rapid expansion to a focus on refined operations, resource integration, and risk management, with state-owned enterprises leading this transformation [9] - The new generation of executives is expected to drive change and adapt to the evolving market landscape, reflecting a strategic shift in organizational and talent structures [9]

Core Insights - Berkshire Hathaway disclosed its first investment in Alphabet during Q3, while further reducing its stake in Apple [1][3] Group 1: Berkshire Hathaway's Investment Activity - As of the end of Q3, Berkshire held a total of 41 stocks in the U.S. market, with a total market value of $267 billion, an increase from $258 billion in the previous quarter [2] - Berkshire purchased approximately 17.85 million shares of Alphabet, valued at about $4.34 billion, making it the tenth largest holding, accounting for 1.62% of the total portfolio [2][3] - The top ten holdings of Berkshire account for 86.69% of its total U.S. stock portfolio [2] Group 2: Changes in Other Holdings - Berkshire reduced its stake in Apple by approximately 41.79 million shares, a decrease of over 14.92% from the previous quarter, but still holds over 238 million shares valued at approximately $60.66 billion, making Apple its largest holding [3] - Additionally, Berkshire sold approximately 37.20 million shares of Bank of America, reducing its holding percentage from 11.12% to 10.96% [3] - The company completely exited its position in D.R. Horton, a major U.S. homebuilder, selling all 1.4854 million shares [3] Group 3: Alphabet's Financial Performance - Alphabet reported Q3 revenue of approximately $102.3 billion, a year-over-year increase of about 16%, with cloud service revenue reaching approximately $15.2 billion, up 34% [3] - The net profit for Alphabet in Q3 was approximately $35 billion, reflecting a year-over-year growth of about 33%, with earnings per share at approximately $2.87 [3] Group 4: Management Transition - Warren Buffett announced on November 10 that he would no longer write Berkshire's annual report, indicating a transition in management as the company builds its position in Alphabet [3]