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]

2025年11月14日，第二十七届高交会C³未来建筑大会开幕式暨招商蛇口好房子品质标准发布会在深圳国际会展中心（宝安）红树林C厅隆重启幕。 高交会深度赋能，政企共话"好房子"未来 招商蛇口总经理聂黎明在致辞中表示："国家所需，招商所能。'招商好房+'品质标准是公司46年深耕人居领域的系统化实践总结，旨在为'住有所居'向'住 有优居'的转型贡献央企样本。"作为本次活动的重磅环节，招商蛇口正式发布"招商好房子"品质标准及"招商好房+"品牌"，将宏观政策转化为可执行、可 感知的人居解决方案，成为央企响应国家号召、推动"好房子"政策落地的典范。招商蛇口总经理聂黎明表示，国家所需，招商所能。招商蛇口好房子品质 标准不仅是招商蛇口对新时代理想人居的深刻洞察，更是46年来对美好人居内涵与外延持续探索的系统化实践总结，深度诠释了品牌 "美好生活承载者" 的使命，为国家 "好房子" 建设政策落地提供了宝贵的央企样本，也为行业从"住有所居"向"住有优居"的深刻转型指引了方向。 "招商好房子" 技术体系，绝非简单的功能叠加，而是一个超越国家标准、直抵人心的系统性人居解决方案，它完整地回答了"新时代的好房子应该是什么 样的"这一核心 ...

Core Insights - The recent surge in the acquisition of existing commercial housing for affordable housing projects indicates a new "market + guarantee" model in real estate development is taking shape [1][2] Group 1: Project Developments - In Zhongshan, Guangdong, six projects have submitted applications for acquiring nearly 1,500 units of existing housing for affordable housing since the pilot program began in late September [1] - Hangzhou has expanded its efforts, with a new round of housing collection initiated by Hangzhou Anju Group, targeting eight urban districts and focusing on areas near transportation hubs and public facilities [1] - In Chongqing, two new projects have been launched, providing over 520 units of existing housing for affordable rental housing, reflecting the city's commitment to a dual rental and purchase housing system [1] Group 2: Funding Mechanisms - Recent re-loan policies for affordable housing have been crucial for project implementation, with Chongqing's branch of the People's Bank of China facilitating a loan of 152 million yuan for the acquisition of 226 units [2] - Changde in Hunan has successfully completed its first county-level loan for acquiring existing housing for affordable housing, marking a significant step for non-provincial capital cities in the region [2] - Special funds are also being utilized to accelerate acquisitions, with Jingmen in Hubei applying for 10 projects and proposing a special bond issuance of 470 million yuan [2] Group 3: Policy and Market Implications - Policy emphasis is on optimizing the supply of affordable housing and regulating the rental market, with low-cost funding sources like special bonds aiding in the acquisition of existing housing [3] - Various regions are supporting initiatives to provide housing guarantees for young entrepreneurs and talent, alleviating the rental burden on these groups [3] - The approach of acquiring and renting out existing housing can help balance the supply structure of affordable housing and create a healthier cycle in the real estate market [3]

@龙湖在陕西 据西安龙湖地产发展有限公司通报：11月17日上午11点16分，龙湖长乐天街商业项目吊顶发生约30平方 米的局部石膏板脱落，造成8人受伤，其中3人骨折，4人轻伤，1人脚部轻微伤。事故发生后，伤者已第 一时间送往医院救治，目前所有伤者伤情平稳。 目前，我项目已停业整顿，新城区相关部门已成立事故调查组、医疗救助组、善后处理组同步开展工 作。我们将全力配合政府做好事故调查，积极做好医疗救助和善后处理工作，全面排查整改项目安全隐 患。 智通财经2025-11-17 18:20:28 此次事故的发生，我们深感愧疚与自责，向受伤人员及家属致以最诚挚的歉意，我们已安排专人跟进伤 者后续治疗、关怀和赔偿事宜。 本 期 编 辑 邢潭 ...