新华财经上海11月17日电 今年以来，地方国有资产平台挂牌出售房产的现象在全国范围内持续涌现。 从一线城市核心地段的优质住宅到三四线城市的批量保障房，从整包拍卖的资产组合到零散挂牌的商业 房源，一场规模化的国资房产处置浪潮正在渐次铺开。 专家表示，地方国资企业集中"卖房"的背后，既是房地产行业周期性调整与国有资产监管深化背景下的 必然选择，也蕴含着企业资产优化与资金纾困的现实考量，更与地方债务压力缓解的迫切需求紧密相 关，多重因素交织推动这场资产处置行动走向纵深。 行业调整下，加快盘活资产和经营转型 在房地产行业周期性调整与国有资产监管深化的双重背景下，出售房产成为地方国资应对市场变化、匹 配现实需求转变的可行路径。 行业调整周期中，地方国企的经营压力有所加剧，成为推动其售房变现的直接动因。近年来房地产行业 整体盈利空间收窄，地方国企因规模较小、市场竞争力较弱，受到的冲击更为明显，部分企业陷入连续 亏损与高负债的双重困境。 以天恒集团为例，今年上半年其营收仅6.7亿元，同比下降13.4%，较2021年高峰期132亿元的规模明显 缩水；归属母公司净利润亏损3.9亿元，资产负债率攀升至83.5%的高位。销售端表现 ...

新华财经上海11月17日电（谈瑞）上周上海商品住宅市场迎来供应端的集中放量，新增供应面积较前一 周实现显著增长，多个热点区域改善型项目集中入市，为市场注入阶段性活力。行情数据显示，尽管单 周成交量环比有所下滑，但供应结构的优化与重点项目的高认购率，折射出上海楼市"以优质供应激活 需求"的运行特征。 根据同策研究院最新发布的市场监测数据，11月10日至11月16日当周，上海商品住宅新增供应量14.26 万平米，较前一周大幅增长793%，终结了此前连续多周的供应缩量态势。与此同时，成交端呈现平稳 调整态势，成交量环比下跌6.42%至7.11万平米，但成交均价环比温和上涨3.77%至74191元／平米，市 场供需结构呈现出较为明显的分化特征。 从成交分布情况来看，上周周成交面积最多的为宝山区，成交量0.84万平方米，占成交总量的11.88%。 主力成交项目是位于张庙板块的大华公园柏翠，项目本次第六期开盘，上市164套房源。而从价格层 面，当周成交总价最高的为黄浦区，成交总价8.01亿元，占全市总价的15.19% 。主力成交项目是位于 老西门板块的绿城黄浦one，项目本次开盘56套房源，认购率152%，触发限售。 供 ...

（文章来源：证券日报） 证券日报网讯华联控股11月17日在互动平台回答投资者提问时表示，公司管理层将根据市场变化及时调 整经营策略，努力提升公司的经营业绩和内在价值。 ...

Core Viewpoint - WANG ON GROUP (01222.HK) anticipates a significant loss for the six months ending September 30, 2025, amounting to no more than approximately HKD 360 million, contrasting with a profit of approximately HKD 85.8 million for the same period in 2024 [1] Financial Performance - The expected loss for the upcoming period is primarily attributed to several factors, including the sale of a 20% stake in a hotel project joint venture resulting in a loss on sale [1] - There is a noted decrease in profit contribution from joint ventures, largely due to the ongoing downturn in the commercial real estate market [1] - The gross profit from completed residential projects is also expected to decline [1] - The company recorded realized losses from the sale of debt investments measured at fair value through other comprehensive income during the review period, although this was partially offset by reduced financing costs due to lower interest rates compared to the same period in 2024 [1]

2025年即将收尾，也是"十四五"规划的收官之年。今年前三季度中国经济增长5.2%，预计能完成全年5%左右的经济增 长目标。 尽管看起来经济增长有条不紊、波澜不惊，但在科技主题的宏观叙事下以及中美贸易摩擦的背景下，中国的经济结构 和政策环境发生了显著变化，房地产开发投资占GDP比重继续下滑至6.7%，比去年下降0.7个百分点，比2020年下降7 个百分点，体现了这五年经济对地产的依赖明显下降；另一方面，制造业投资保持一定增速，特别是以光伏、新能源 和电子为代表的新兴行业投资和出口保持较快增速。 这在资本市场上也形成了映射，体现为：今年A股估值修复以及科技板块领涨，而传统消费、煤炭和石化能源板块表 现一般。 从前三季度"三驾马车"对经济的贡献看，今年消费、资本形成总额和净出口分别贡献53.5%、17.5%和29.0%。 消费对经济的贡献超过一半，贡献率比去年多出9个百分点，消费包括居民消费和政府消费，其中代表居民消费的社 会消费品零售总额同比增长4.5%，比去年高出1个百分点；政府支出方面，一般公共预算支出增长3.1%，基金预算支 出增长23.9%，增速较高。 资本形成总额主要包括固定资产投资和存货变动，今年固 ...

Core Viewpoint - Wang On Group (01222) anticipates a loss attributable to equity holders of the parent company of not more than approximately HKD 360 million for the six-month review period ending September 30, 2025, compared to a profit of approximately HKD 85.8 million for the six-month period ending September 30, 2024 [1] Summary by Relevant Categories Financial Performance - The expected loss for the review period is primarily due to several factors, including a loss from the sale of a 20% stake in a hotel project [1] - The decrease in profit attributable to joint ventures is mainly due to the ongoing downturn in the commercial real estate market [1] - There is a reduction in gross profit from the delivery of completed residential projects [1] - The realized loss from the sale of debt investments measured at fair value through other comprehensive income during the review period is partially offset by a decrease in financing costs compared to the same period in 2024 due to lower interest rates [1]

Core Viewpoint - Wang On Group (01222) anticipates a loss attributable to equity holders of approximately HKD 360 million for the six months ending September 30, 2025, compared to a profit of approximately HKD 85.8 million for the six months ending September 30, 2024 [1] Summary by Relevant Categories Financial Performance - The expected loss for the review period is primarily due to several factors, including a loss from the sale of a 20% stake in a hotel project [1] - The group's share of profits from joint ventures has decreased, mainly due to the ongoing downturn in the commercial real estate market [1] - There is a reduction in gross profit from completed residential projects [1] - The realized loss from the sale of debt investments measured at fair value through other comprehensive income has occurred during the review period, although this has been partially offset by a decrease in financing costs compared to the same period in 2024 due to lower interest rates [1]

格隆汇11月17日丨WANG ON GROUP(01222.HK)公告，集团预期截至2025年9月30日止6个月将录得回 顾期母公司权益持有人应占亏损不多于约3.6亿港元，而截至2024年9月30日止6个月则为母公司权益持 有人应占溢利约8580万港元。 母公司权益持有人应占预期亏损主要由于(其中包括)(i)于回顾期内出售一项酒店项目合营企业20%权益 产生出售亏损；(ii)应占合营企业溢利减少，主要由于商业房地产市场持续低迷；(iii)交付已竣工住宅项 目毛利减少；及(iv)于回顾期内出售按公平值计入其他全面收益债务投资产生已变现亏损，被回顾期内 因利率下降导致融资成本较2024年同期减少所部分抵销。 ...

Core Insights - The article emphasizes the transformation of the Chinese real estate industry towards a focus on quality and experience, redefining "delivery" as a measure of a company's comprehensive strength and brand promise [1][10] - Yuexiu Properties is pioneering the "Good House, New Delivery" system in the Beijing market, aiming to shift from merely delivering products to delivering a lifestyle [1][10] Group 1: New Delivery Concept - The "Good House, New Delivery" concept is exemplified by the successful delivery of the Yuexiu Xingyue project, which integrates new quality, community spaces, and ecological considerations into its design [1][3] - The delivery process includes meticulous attention to detail, such as the design of homecoming pathways and the quality of materials used, enhancing the overall living experience [3][5] Group 2: Community and Lifestyle - Yuexiu Xingyue focuses on creating emotional connections within the community through various interactive spaces and planned social activities, fostering a vibrant community life [3][5] - The project aims to transform static landscaping into dynamic spaces that encourage daily interactions among residents, thus enhancing community engagement [3][5] Group 3: Urban Integration - The project is strategically located in a prime area of Beijing, benefiting from excellent transportation links and proximity to educational and healthcare facilities, creating a "walkable" lifestyle [5][9] - Yuexiu Properties is recognized as a "land gene decoder," effectively integrating urban resources and contributing to city development [5][10] Group 4: Market Performance - Yuexiu Properties has achieved significant sales success in Beijing, ranking first in total sales amount among real estate companies in the first half of 2025 [5][10] - The company has established a strong presence in the Beijing market with multiple high-demand projects, showcasing its commitment to delivering quality homes [5][10] Group 5: Strategic Vision - The company's approach reflects a forward-looking strategy that prioritizes quality over scale, redefining delivery as the beginning of brand value growth [10][11] - Yuexiu Properties aims to create a unique competitive advantage by focusing on long-term community development and enhancing the overall living experience for residents [10][11]

【品大事】 华夏幸福：法院指定公司预重整临时管理人 华夏幸福晚间公告，公司收到债权人龙成建设工程有限公司送达的《告知函》及河北省廊坊市中级人民 法院送达的《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理人。 中一科技：公司目前经营正常 中一科技晚间公告，公司股票于2025年11月14日、2025年11月17日连续两个交易日内日收盘价格涨幅偏 离值累计超过30%。公司目前经营正常，近期公司经营情况及内外部经营环境未发生重大变化。公司、 控股股东和实际控制人不存在其他关于本公司的应披露而未披露的重大事项或处于筹划阶段的重大事 项。 天普股份：中昊芯英发出全面要约收购 天普股份公告，中昊芯英发出全面要约收购，要约价格为23.98元/股，收购数量为3352万股，占上市公 司已发行股份的25%。若本次要约收购期届满 ...