智通财经APP获悉，内房股普遍上扬，截至发稿，龙光集团(03380)涨3.74%，报1.11港元；碧桂园 (02007)涨3.45%，报0.6港元；中国海外宏洋集团(00081)涨2.85%，报2.53港元；世茂集团(00813)涨 2.56%，报0.4港元。 消息面上，今年8月以来，北上深等一线城市陆续落地优化限购政策。9月19日，上海财政局发布《关于 优化调整本市个人住房房产税试点有关政策的通知》，这一通知是对8月25日上海楼市新政中关于完善 房产税部分的细化落地。国金证券指出，近期北上深等一线城市已落地优化限购政策，叠加需求旺季带 动基本面有望修复。此外8月地产数据显示当前仍然需要更多的政策出台以带动地产实现止跌回稳，政 策预期持续处于加码期。当前地产板块估值偏低，建议逢低配置地产股。 ...

Group 1 - The only ETF tracking the CSI 800 Real Estate Index (159707) surged 4% on September 24, reaching a new high for the year, with a trading volume exceeding 54 million CNY [1] - The ETF's price reached 0.705 CNY, reflecting a 3.98% increase, with a trading volume of 1.17 million shares [2] - Key stocks in the ETF, such as Shanghai Lingang and Zhangjiang Hi-Tech, hit the daily limit, while several others, including China Merchants Shekou and Vanke A, rose over 2% [2] Group 2 - From January to August, national real estate development investment decreased by 12.9%, with residential investment down by 11.9%, but new home transactions in 68 cities showed a year-on-year increase [3] - The total transaction area for real estate is stabilizing at 1.5 billion square meters, despite a decline in new home sales, indicating that overall demand has bottomed out [3] - The contribution of the real estate sector to the economy has decreased from 18% in 2012-2020 to an estimated 11% in 2024, reflecting a significant reduction in the industry's weight in the economy [3]

Core Insights - The UAE real estate market is experiencing significant opportunities driven by a combination of policy, economic, and planning benefits [2][4][6] Economic Growth and Diversification - The UAE's economy is projected to grow by 4% in 2024, with non-oil sectors contributing 75.5% to GDP, marking a historical high [2][4] - The tourism sector is particularly strong, contributing 13% to GDP in 2024, with international tourist spending exceeding 217 billion dirhams [4][6] Population Dynamics - The UAE's population is expected to reach 12.5 million by 2024, a 23% increase from 2023, primarily due to the influx of expatriates [8][10] - The age demographic shows that 68.62% of the population is between 25-54 years old, indicating a robust labor force and strong consumer spending potential [10][11] Policy Environment - The UAE has optimized its visa policies to attract international investment, including lowering the threshold for golden visas and allowing joint property investments [11][12] - The UAE ranked as the 10th largest destination for foreign direct investment (FDI) in 2024, attracting 167.6 billion dirhams, a 48% increase from the previous year [12][14] UAE-China Cooperation - Enhanced cooperation between China and the UAE in various sectors, including construction, investment, and tourism, is expected to deepen, with 22 agreements reached in the first half of 2025 [14] Abu Dhabi Market Insights - Abu Dhabi's GDP reached 291 billion dirhams in Q1 2025, with a 3.4% year-on-year growth, driven by a 6.1% increase in non-oil sectors [15][16] - The residential market in Abu Dhabi saw a 30% increase in transaction value in the first half of 2025, with off-plan sales contributing significantly [20][23] - The average residential price in Abu Dhabi reached 3.3 million dirhams, a 17% increase year-on-year [26] Dubai Market Insights - Dubai's GDP is projected to grow by 3.3% in 2025, with tourism being a key growth driver, as evidenced by a 6% increase in international overnight visitors [38][40] - The Dubai real estate market recorded a historic high of 326.9 billion dirhams in transaction value in the first half of 2025, a 22% increase year-on-year [45][48] - Emaar led the Dubai market with a 46% increase in sales, reaching approximately 46 billion dirhams in the first half of 2025 [58] Conclusion - The UAE residential market is in a golden period characterized by policy benefits, economic transformation, and sustained population growth, making it a market to watch in 2025 [60]

Market Overview - The A-share market opened lower on September 24, with the Shanghai Composite Index rising by 0.24% to 3831.11 points, while the Shenzhen Component Index fell by 0.19% to 13095.03 points [2][3] - The total trading volume reached 598.5 billion CNY, with a predicted total of 2.22 trillion CNY, a decrease of 294.7 billion CNY from the previous session [3] Real Estate Sector - The real estate sector experienced a significant surge, with stocks such as Yunnan Chengtou, Chongqing Development, and Shanghai Lingang hitting the daily limit [7][15] - Notable performers included: - Yunnan Chengtou: +10.16% [8] - Chongqing Development: +10.02% [11] - Shibei Gaoxin: +9.98% [11] Semiconductor Sector - Semiconductor stocks showed strong performance, with Shen Gong Co. achieving a 20% limit up and Li'ang Micro hitting the limit within one minute of opening [15][17] - Other notable stocks included: - Youyan Silicon: +9.13% [17] - Hu Silicon Industry: +7.53% [17] - Zhongjing Technology: +2.95% [17] Hong Kong Market - The Hong Kong stock market indices rose, with the Hang Seng Index increasing by 0.27% to 26228.90 points [5] - Notable stocks included: - SMIC: +3.24% [6] - Meituan: +2.18% [6] - NIO: +2.33% [6] Corporate Actions - Huazhong Cable announced plans to acquire control of San Zhu Intelligent for up to 270 million CNY, aiming to enhance its integrated solution capabilities and enter new business areas [20][22]

【导读】房地产板块异动拉升，半导体概念股走强 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 9月24日开盘，A股三大指数集体低开，随后震荡拉升。截至发稿，沪指涨0.24%，深成指跌 0.19%，创业板指跌0.42%。 | 上证指数 | 深证成指 | 北证50 | | | --- | --- | --- | --- | | 3831.11 | 13095.03 | 1562.44 | | | +9.28 +0.24% | -24.79 -0.19% | +14.99 +0.97% | | | 科创50 | 创业板指 | 万得全A | | | 1424.61 | 3101.48 | 6209.85 | | | +17.31 +1.23% | -13.08 -0.42% | +7.25 +0.12% | | | 沪深300 | 中证500 | 中证A500 | | | 4522.99 | 7191.16 | 5452.23 | | | +3.22 +0.07% | +10.45 +0.15% | +6.22 +0.11% | | | 中证1000 | 深证100 | 中证红利 | | | 7412.65 ...

截至6月30日，万业企业股东户数5.06万，较上期减少5.44%；人均流通股18394股，较上期增加5.76%。 2025年1月-6月，万业企业实现营业收入6.99亿元，同比增长247.76%；归母净利润4080.62万元，同比增 长157.63%。 分红方面，万业企业A股上市后累计派现25.46亿元。近三年，累计派现2.12亿元。 机构持仓方面，截止2025年6月30日，万业企业十大流通股东中，南方信息创新混合A（007490）位居 第四大流通股东，持股1446.70万股，相比上期增加551.23万股。香港中央结算有限公司位居第五大流通 股东，持股1046.30万股，相比上期增加70.60万股。南方中证房地产ETF发起联接A（004642）位居第七 大流通股东，持股829.93万股，相比上期增加22.87万股。南方中证1000ETF（512100）位居第九大流通 股东，持股601.86万股，相比上期增加114.44万股。华夏中证1000ETF（159845）位居第十大流通股 东，持股354.70万股，为新进股东。 9月24日，万业企业盘中上涨2.03%，截至10:30，报18.09元/股，成交3.64亿元， ...

据天眼查APP显示，北京市大龙伟业房地产开发股份有限公司成立于1998年05月08日。注册资本 83000.3232万人民币。（数据宝） 近日该股表现 龙虎榜数据显示，该股因日跌幅偏离值达7%、日涨幅偏离值达7%上榜龙虎榜2次，买卖居前营业部 中，机构净卖出1484.70万元，营业部席位合计净卖出1404.77万元。 公司发布的半年报数据显示，上半年公司共实现营业收入3.12亿元，同比下降9.53%，实现净利 润-1075.68万元，同比增长9.06%，基本每股收益为-0.0130元。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.09.23 | 9.87 | 7.36 | 10956.73 | | 2025.09.22 | -10.06 | 17.70 | -2212.56 | | 2025.09.19 | 10.10 | 18.41 | 7376.98 | | 2025.09.18 | -3.15 | 13.26 | 2004.07 | | 2025.09.17 | 1.28 | 3.69 | -30.5 ...

825新政一晃也过去三周了，但市场反响平平，似乎并没有巨大的改变。 那我们再次回顾一下新政： | 调整 से के | | 调整前 | | | | 调整后 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 户籍 | 购房条件 | 可购房套数 | 户籍 | 购房区域 | 可购房套数 | 购房条件 | | | | 在沪连续缴纳清1年个税单或 社保 | 1毫 | 非沪籍 (成年单身 | 外环外 | 不限购套数 | 在沪连续缴纳满1年个税单或社保 | | | | | | =■民文 | | | 在沪连续缴纳澜3年个税单或社保 | | | 非沪籍单身 | (购买外环外) 在沪连续缴纳满3年个税单或 | | E | 外环内 | 1套 | 注:外环外住房不计入套数 | | | | #保 (购买外环内) 不可脑观新建商品库 | 1套 | | 外媒外 | 不限购套数 | 在沪连续缴纳澜1年个税单或社保 | | | 非分鐘 | 在沪连续缴漏3年个税单或社 | 2套 | | | | | | | 多子女家庭 | 保 | | | | | | | 调整住 | | 1持《上海 ...

Market Performance - On September 23, 2025, the equity market saw a majority of sectors decline, with the Shanghai Composite Index and Shenzhen Composite Index falling by 0.18% and 0.78% respectively, while the CSI 300 and CSI 500 dropped by 0.06% and 0.61% respectively [1] Stock Performance - The top five gainers in the real estate sector were Shahe Co., Zhangjiang Hi-Tech, Dalong Real Estate, Shen Zhen Ye A, and Wolong Real Estate, with increases of 10.03%, 10.01%, 9.87%, 6.44%, and 5.02% respectively [2] - The largest decliners included Dianzicheng, Xiangjiang Holdings, Guangda Jiabao, Jintou Chengkai, and Tiandi Source, with decreases of -10.02%, -10.00%, -7.99%, -7.64%, and -7.51% respectively [2] Industry News - Xiamen successfully auctioned four residential land parcels on September 23, raising a total of 8.125 billion yuan. The winning bidders included Xiangyu Joint Venture, Jianfa, Guotai, and Xiamen Metro, each securing one parcel [3][4] - In Chengdu, three residential land parcels were sold for a total of 1.284 billion yuan, with all parcels sold at the starting price. The total planned building area for these parcels is 179,600 square meters [5] - The Ministry of Natural Resources announced that over 2,300 counties and cities nationwide have implemented a "delivery of house and certificate" reform, resolving over 2.3 million historical housing issues since 2025 [6] Company Announcements - New Hope Real Estate announced the completion of its "25 Hope 02" issuance on September 23, with an actual issuance scale of 520 million yuan, a term of 2 years, and a final coupon rate of 3.6%, achieving a subscription multiple of 1.4615 times [7] - Financial Street announced the resignation of board member Wang Yili due to personal reasons [8][9]

Group 1 - The core viewpoint of the article highlights that the majority of Hong Kong's property stocks experienced an increase, with notable gains from companies such as Sunac China and Country Garden, which rose over 3% [1] - Other companies in the sector, including New World Development, China Overseas Land & Investment, Vanke, and Greentown China, also saw increases exceeding 2% [1]