@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 ...

2025.11. 17 本文字数：1344，阅读时长大约2分钟 作者 | 第一财经 孙梦凡 待计划生效后，大悦城地产在联交所的上市地位，预期将于11月27日正式撤销。 大悦城地产是中粮集团旗下的商业地产平台。截至2024年末，大悦城地产布局了全国五大城市群， 拥有或管理32个大悦城、大悦汇和其他商业项目，以及一线城市投资物业、销售物业、多地豪华酒 店等。 目前，中粮集团的地产平台还有A股上市的大悦城控股，大悦城地产是大悦城控股的并表子公司。这 种"A控红筹"的架构，在业内不算特别普遍。 今年七月底，大悦城控股正式宣布，大悦城地产将通过协议安排的方式回购股份，并计划在香港联交 所撤销上市地位，回购的总代价约29.32亿港元。 在业内看来，股票流动性低、融资功能受限、当前架构增加了公司治理复杂性等原因，是大悦城地产 选择私有化的主要原因，也能为投资者提供退出机会。 在股权结构方面，协议安排前，大悦城控股集团股份有限公司持股64.18%，得茂持股2.58%，计划 股东持股33.24%。协议安排后，大悦城控股集团股份有限公司持股比例将增至96.13%，得茂持股 3.87%。 2013年上市、2025年私有化，这家地产 ...

1. Report Industry Investment Rating - No industry investment rating information is provided in the report. 2. Core Viewpoints of the Report - The current strategy for credit bonds is to focus on coupon hunting, which is superior to the duration strategy. The main areas for exploration include medium - and low - quality urban investment bonds and some entities with a large convexity in the yield curve [5][8]. 3. Summary According to the Table of Contents 3.1 Credit Bond Weekly Viewpoint - The bond market was dull last week, lacking a trading theme. Credit bonds showed a hesitant performance, and the previous downward trend in yields paused. Looking ahead, positive factors for credit bonds include the concentrated opening period of amortized - cost - based open - end bond funds, stable liquidity, and the approaching time for year - end allocation to build coupon positions for the next year. Negative factors include the halt of the rapid decline in yields, a continuous drop in turnover rate, the uncertainty of the public - offering fee regulation, and potential disturbances from the stock market [5][8]. 3.2 Credit Bond Weekly Review 3.2.1 Negative Information Monitoring - There were no cases of bond defaults and overdue, no enterprises with their main ratings or outlooks downgraded, and no bonds with their debt ratings lowered from November 10 to November 16, 2025. However, several companies had significant negative events, such as Shaanxi Tourism Group Co., Ltd. receiving a warning from the inter - bank market, and many companies facing issues like debt defaults, regulatory warnings, and restrictions on high - consumption of their legal representatives [11][12]. 3.2.2 Primary Issuance - Issuance volume remained high, but the maturity volume increased significantly, leading to a reduction in net financing. From November 10 to November 16, credit bond primary issuance was 269.9 billion yuan, a 7% decrease from the previous period. The total repayment amount rose to 238.5 billion yuan, resulting in a net inflow of 31.4 billion yuan. The cost of primary issuance continued to narrow slightly, with the AA + level showing a more significant reduction. The average coupon rates for AAA and AA + were 2.10% and 2.15% respectively, with the former increasing by 1bp and the latter decreasing by 11bp [12][13]. 3.2.3 Secondary Trading - The valuations of credit bonds with various ratings and tenors fluctuated within a narrow range. Only low - grade and long - term bonds showed a slight narrowing. Credit spreads remained flat in the short term and widened passively in the medium - and long - term. The turnover rate continued to decline, dropping 0.18 percentage points to 1.69%. The spreads of most industries widened by 1bp, while the real - estate industry's spreads narrowed by 2bp. Among real - estate enterprises, the spreads of Times Holdings, Rongqiao, Vanke, and Yuzhou Hongtu widened the most [5][17][24].

近期，房地产行业迎来高层"换防潮"。 11月14日，招商局置地宣布，蒋铁峰辞去非执行董事、董事会主席及提名委员会主席的职务，由朱文凯 接任。就在前一日（11月13日），五矿地产也公告称，何剑波辞去执行董事、董事会主席等职务，并不 再担任授权代表，戴鹏宇被任命为董事会代理主席。 《每日经济新闻》记者（以下简称"每经记者"）注意到，自9月以来，已有包括招商蛇口、万科、华润 置地、华侨城等多家头部房企密集披露核心岗位人事调整信息。从整体调整情况来看，央国企及国资主 导企业成为核心主体。 11月17日，上海易居房地产研究院副院长严跃进在接受每经记者微信采访时表示："当前房地产销售市 场出现了一些变化，企业本身的经营成本、战略目标也会相应进行调整，管理层的人事调整正是基于市 场对企业的传导，进而在企业的内部出现了一些调整。" 核心岗位密集调整 临近年底，房企高层的人事调整步伐明显加快。 11月14日，招商局置地宣布，蒋铁峰因工作安排调动，辞去非执行董事、董事会主席及提名委员会主席 的职务；与此同时，朱文凯被委任为新的非执行董事、董事会主席及提名委员会主席，该变动自当日起 生效。 11月13日，大龙地产公告称，公司董事长 ...

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。 廊坊中院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》，廊坊中院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理人。 不过，廊坊中院受理公司预重整，不代表法院正式受理申请人对公司的重整申请。截至公告披露日，公司尚未收到法院关于受理公司重整申请的文件。该 申请能否被法院受理、公司后续是否进入重整程序，尚存在重大不确定性。 公告称，无论未来是否进入重整程序，公司均将在现有基础上积极做好日常生产经营管理工作。 向债权人发出债权申报通知 11月17日晚，华夏幸福公告，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》，依法指定华夏幸福司法重整清算组担任公司预重整期 间的临时管理人。同日，公司公告，临时管理人将根据有关规定开展华夏幸福预重整工作，向债权人发出债权申报通知。 当日，华夏幸福股价收报3.01元/股，实现"三连板"。 来源：同花顺 指定预重整期间临时管理人 华夏幸福11月17日晚披露关于法院指定公司预重整临时管理人的公告。公告显示，公司收到债权人龙成建设工程有限公司（简称"申请人"）送达的《告 ...

将秉持专业、阳光、公开、透明的原则，推进项目开发经营各项工作，向社会及客户提供更好的产品和 服务。 11月16日晚间， 中建智地与越秀北京发出联合声明称，北京朝阳黄杉木店项目（推广名紫京宸园、璞 樾）是由北京兴鼎房地产开发有限公司、北京方兴亦城置业有限公司与广州越秀华城房地产开发有限公 司三家联合竞得并合作开发的项目。 各股东方经过坦诚协商、充分共创、达成共识，将秉持专业、阳光、公开、透明的原则，推进项目开发 经营各项工作，向社会及客户提供更好的产品和服务。 感谢社会各界的关注，也感谢广大客户朋友的理解与包容。 ...

Core Viewpoint - The company, Huaxia Happiness, has received a court decision to appoint a temporary administrator for its pre-restructuring process, indicating potential financial distress and the initiation of a restructuring procedure [2][3]. Group 1: Court Decision and Temporary Management - On November 17, Huaxia Happiness announced that the Langfang Intermediate People's Court has appointed a judicial restructuring team to act as the temporary administrator during the company's pre-restructuring period [2][3]. - The court's decision to accept the pre-restructuring application does not equate to a formal acceptance of the restructuring application, leaving significant uncertainty regarding the company's future restructuring process [3]. Group 2: Debt Claims Notification - The temporary administrator will issue a debt claim notification to creditors, requiring them to submit their claims by December 18, including details such as claim amount and nature [5]. - If the court later accepts the restructuring application, claims submitted during the pre-restructuring period will remain valid without needing to be resubmitted [5]. Group 3: Financial Performance - For the first three quarters, Huaxia Happiness reported a revenue of approximately 3.882 billion yuan, a year-on-year decrease of 72.09%, and a net loss of approximately 9.829 billion yuan [6]. - As of the end of the third quarter, the company's net assets stood at -4.738 billion yuan [6].

喊出"二次创业"的旭辉朝着目标方向又进了一步。 近日，市场有消息称，旭辉集团开启了新一轮架构调整，范围包括重资产和轻资产两个维度。 其中，重资产层面的调整主线是区域合并、聚焦核心。具体操作包括撤销苏皖区域集团、东南区域 集团、华南区域集团、上海区域事业部、长沙事业部及下属城市公司；新组建华东、华南两大事业部， 华东区域事业部覆盖上海、浙江、江苏、福建、安徽、江西，华南区域事业部覆盖广东、湖南、湖北、 广西、海南。 这部分业务的管理模式同步调整，城市公司平台取消，改为片区制，区域设项目管理、营销、财务 等核心部门，实现总部直管一线。另据媒体报道称，旭辉集团在11月12日于内部发文，称将撤销北京区 域集团及下属城市公司，新成立华北区域事业部，负责旭辉在北京、天津、河北、河南、陕西、山西、 东北三省的战略经营和业务发展。 轻资产业务方面则进行独立化细分运营：撤销了3大建管区域，分别为苏皖区域、东南区域、上海 区域及其下属省级公司；新成立5家省级公司，即建管苏南公司、上海公司、浙江公司、安徽公司、苏 北公司，后续拟新增广东公司。 两条业务线，一缩一扩，折射出旭辉的转型诉求。 相比之下，开发销售业务则萎靡加剧。 今年上 ...

喊出"二次创业"的旭辉朝着目标方向又进了一步。 近日，市场有消息称，旭辉集团开启了新一轮架构调整，范围包括重资产和轻资产两个维度。 其中，重资产层面的调整主线是区域合并、聚焦核心。具体操作包括撤销苏皖区域集团、东南区域集 团、华南区域集团、上海区域事业部、长沙事业部及下属城市公司；新组建华东、华南两大事业部，华 东区域事业部覆盖上海、浙江、江苏、福建、安徽、江西，华南区域事业部覆盖广东、湖南、湖北、广 西、海南。 这部分业务的管理模式同步调整，城市公司平台取消，改为片区制，区域设项目管理、营销、财务等核 心部门，实现总部直管一线。另据媒体报道称，旭辉集团在11月12日于内部发文，称将撤销北京区域集 团及下属城市公司，新成立华北区域事业部，负责旭辉在北京、天津、河北、河南、陕西、山西、东北 三省的战略经营和业务发展。 轻资产业务方面则进行独立化细分运营：撤销了3大建管区域，分别为苏皖区域、东南区域、上海区域 及其下属省级公司；新成立5家省级公司，即建管苏南公司、上海公司、浙江公司、安徽公司、苏北公 司，后续拟新增广东公司。 两条业务线，一缩一扩，折射出旭辉的转型诉求。 今年8月，旭辉控股董事局主席林中公开提到， ...

Core Viewpoint - The company Huaxia Happiness (600340) is undergoing a pre-restructuring process due to its inability to repay debts on time and its significant lack of repayment capacity, despite having restructuring value [1] Group 1: Company Financial Performance - As of the announcement date, the company reported a revenue of 3.882 billion yuan for the first three quarters of 2025, representing a year-on-year decline of 72.09% [2] - The net profit attributable to the parent company for the same period was -9.829 billion yuan, indicating severe financial distress [2] - As of September 30, 2025, the company's equity attributable to shareholders was -4.738 billion yuan, highlighting ongoing operational and debt risks [2] Group 2: Debt Restructuring Efforts - As of October 31, 2025, the company has achieved a cumulative debt restructuring amount of approximately 192.669 billion yuan through agreements related to financial debts [2] - The company has also utilized equity from its subsidiaries, amounting to approximately 23.628 billion yuan, to offset financial and operational debts [3] - The total amount of debts that the company has failed to repay as of October 31, 2025, is approximately 24.569 billion yuan, excluding interest [3] Group 3: Legal and Operational Challenges - From October 1 to October 31, 2025, the company faced new litigation and arbitration cases with a total amount involved of approximately 438 million yuan, with uncertain outcomes [3] - The company is primarily engaged in the development and operation of industrial new cities, real estate development, property management, and investment consulting services [3]