据悉，郝忠明，现年五十四岁，于2022年10月加入华润置地。1993年7月至2018年九月任职于国家机 关。2018年至2022年，分别担任华润医药商业集团有限公司党委副书记、华润(集团)有限公司人力资源 部副总经理、华润集团党委组织部副部长。 公告称，华润置地董事会宣布郭世清因其他工作安排，自2025年9月23日起辞任执行董事、执行委员会 成员、首席财务官和董事会秘书。 同时，郝忠明获委任为执行董事及执行委员会成员；赵伟获委任为执行董事、执行委 员会成员、首席 财务官、董事会秘书及授权代表。 （原标题：华润置地：郭世清辞任执行董事等职务） 9月23日，华润置地有限公司（股票代码：01109.HK，以下简称"华润置地"）发布董事变更等公告。 ...

责任编辑：小浪快报 2025年9月24日，ST中迪（维权）（sz000609）触及跌停，跌停价4.11元，涨幅-5.08%，总市值12.30亿 元，流通市值11.96亿元，截止发稿，总成交额1594.08万元。 根据喜娜AI异动分析，ST中迪跌停原因可能如下，财务亏损+高负债率+控制权风险： 1、公司财务和 经营困境是跌停主因：ST中迪连续多年亏损，2025年上半年亏损还在扩大，且营收同比下降52.4%，主 业萎缩严重。同时高负债率达97%，负债总额18.45亿元，短期偿债压力巨大，这些都严重影响了公司 的持续经营能力，打击了投资者信心。 2、政策和行业环境影响：房地产行业近年来面临诸多政策调 控，市场竞争激烈。ST中迪以房地产为主业，在这样的大环境下，其主业收入大幅下滑，新业务又尚 未形成有效支撑，使得公司在市场中处于不利地位，股价受到拖累。 3、概念题材与市场热点不符：公 司近期新增"昨日涨停"概念，但单一概念不具备长期推动股价上涨的能力。当前市场热点不断变化， ST中迪所属概念与热点契合度低，缺乏市场资金的持续关注，导致股价表现不佳。 4、资金和技术面因 素：从近期情况看，虽然此前有游资和机构净买入，但 ...

陷入流动性危机的碧桂园，境内债务重组方案渐渐浮出水面。据碧桂园地产集团日前公告，因拟与投资 者协商新的偿付方案，7只公司债券停牌。9月23日，据接近碧桂园人士透露，本次重组涉及境内9笔债 券，本金规模合计约138亿元，方案设置了多个选项。如果此重组方案顺利获得通过，有望实现超过 50%的债务本金削减，债务期限最长延至10年，利率下降至1%。此举也被视为碧桂园修复资产负债 表、谋求生存发展的关键一步，将为其争取至关重要的喘息空间。 9笔境内债正在推进重组 9月18日，碧桂园地产集团发布公告称，因拟于近期与投资者协商新的偿付方案，为稳妥推进相关工 作，保证信披公平和保护投资者利益，H19碧地3、H20碧地3、H20碧地4、H1碧地01等7只公司债券9月 19日开市起停牌。 9月23日，据接近碧桂园人士透露，本次重组涉及境内9笔债券，本金规模合计约138亿元。方案设置了 多个选项供投资人选择，若后续顺利落地，大幅降低境内公开市场债务规模，在缓解碧桂园债务压力的 同时，投资人也能够实现退出。 化债一直是碧桂园努力的方向。在境内债务重组方案推出之际，从境外债务来看，截至2025年8月，持 有77%公开票据本金的债权人已 ...

新京报贝壳财经讯（记者袁秀丽）9月23日，北京市昌平区北七家镇歇甲庄地块正式挂牌出让，起始总 价26.012亿元。值得注意的是，该地块于9月22日进入挂牌预申请程序，次日即转为正式挂牌。 该地块属于"北京市第七轮拟供应商品住宅用地清单"中的一宗，全称为北京市昌平区北七家镇歇甲庄村 （A地块）土地一级开发项目CP02-0704-0038、0046、0035、0043、0044、0045地块，位于昌平区北七 家镇，五环至六环之间，邻近地铁17号线、在建18号线换乘站天通苑东站。周边配套涵盖国泰百货、温 榆河公园、清河郊野公园及天通苑中医医院等。 该地块包括R2二类居住用地、A8社区综合服务设施用地、A33基础教育用地、A2文化设施用地及A4体 育用地，土地面积约6.35万平方米，规划建筑面积约10.47万平方米。其中，住宅部分容积率分别为2.03 与2.1，建筑控高60米。 根据土地出让文件，两宗住宅地块可统筹规划住宅布局，其余配套用地须由竞得人建成后无偿移交相关 主管部门。此外，项目鼓励建设全龄友好社区与超低能耗建筑，其中托幼用地须全部实施超低能耗标 准。该地块竞买申请截止时间为10月27日，挂牌竞价期自10月 ...

Group 1: Real Estate Industry Insights - In August 2025, the sales of commercial housing continued to weaken, with a year-on-year decline of 10.6% for commercial housing and 9.7% for residential housing, indicating a significant drop compared to July [3] - From January to August 2025, the total sales area of commercial housing was 573 million square meters, down 4.7% year-on-year, while the sales amount reached 5.5 trillion yuan, a decrease of 7.3% year-on-year [3][5] - The funding for real estate companies saw a year-on-year decline of 8% from January to August 2025, with a notable drop of 11.9% in August alone [5] Group 2: Investment Trends and Recommendations - The report suggests that the real estate market is under significant downward pressure on both sales and investment, necessitating continuous policy support to stimulate market demand [8] - Recent policy adjustments in major cities like Beijing and Shanghai have had a short-term positive effect on new and second-hand housing transactions, but the sustainability of this effect remains uncertain [8][9] - The report maintains a "buy" rating for the real estate sector, recommending focus on leading real estate companies with strong land acquisition capabilities and well-structured land reserves, as well as top-tier intermediary firms benefiting from active second-hand housing transactions [8][9] Group 3: Construction and Land Transactions - From January to August 2025, real estate development investment decreased by 12.9% year-on-year, with a more pronounced decline of 19% in August [6] - The supply and transaction volume of residential land in 100 major cities saw a year-on-year decrease of 14% and an increase of 5%, respectively, indicating a slowdown in land transactions [7] - The average premium rate for residential land transactions in August was 5.08%, continuing to decline from July [7] Group 4: Medical Services Sector Overview - The medical and biological sector experienced a decline of 2.07% last week, ranking 23rd among 31 primary industries [11] - A new policy from the Shanghai government aims to support the high-end medical device industry, focusing on innovation, clinical application, and international development [12] - The report maintains a "buy" rating for the medical services sector, highlighting high-growth opportunities in pharmaceutical outsourcing and improving expectations for third-party testing laboratories [14]

编辑 寇德娜 校对 杨利 另一宗编号LQ23(252)：2024-23号地块，位于龙泉驿区十陵街道来龙村十七组、十八组、二十三组。用 地性质为住宅用地，总用地面积19776.49平方米，规划建筑面积47463.57平方米，容积率2.4，起始楼面 价8000元/平方米，起始价3.80亿元。该地块最终由成都嘉禾兴房地产开发有限公司以底价摘得。 此外，编号XD2025-04(1208/070102/0901)号地块，位于新都区新都街道五四社区二组。用地性质为交通 场站用地混合二类城镇住宅用地混合商业用地，总用地面积7822.02平方米，规划建筑面积15644平方 米，容积率2.0，起始楼面价4200元/平方米，起始价6570万元。该地块最终由四川众盈汇景房地产开发 有限公司以底价摘得。 新京报贝壳财经讯 9月23日，成都中心城区迎来3宗涉宅用地出让，龙泉驿区2宗、新都区1宗，总土地 出让面积8.58万平方米，总规划建筑面积17.96万平方米，总起始价12.84亿元。最终，3宗地块均以底价 成功出让。 其中，编号LQ22(252)：2024-22号地块，位于龙泉驿区东安街道蒲草村2、3、4组（原蒲草村3、4、5 组） ...

Group 1: Market Overview - The report highlights a decline in major market indices, with the Shanghai Composite Index closing at 3821.83 points, down by 0.17% [2] - The trading volume across various indices was significant, with a total transaction amount of 10716.97 billion yuan for the Shanghai Composite Index [2] Group 2: Wealth Management and Asset Allocation - The report discusses the trend of "deposit migration," where residents are reallocating their wealth from low-yield deposits to riskier assets, significantly impacting asset prices [5][6] - It notes that as of June 2025, deposit rates fell below 2.0%, prompting a shift in wealth allocation towards risk assets, which has been a driving force behind the current capital market rally [6] - The analysis identifies three key factors influencing changes in resident wealth: aging population, increased wealth concentration among high-net-worth individuals, and a shift towards asset management for wealth allocation [6] Group 3: Asset Management Products - The report emphasizes the expansion of asset management products in response to declining risk-free rates and the need for diversified investment solutions [7] - It highlights the importance of tailoring products to meet the varying risk appetites of investors, with a focus on stable and controlled return products for lower-risk tolerance investors [7] Group 4: Robotics and AI Infrastructure - The report notes significant investments in the robotics sector, particularly Figure's completion of over 1 billion USD in funding, indicating strong growth potential in humanoid robotics [9] - It also mentions Microsoft's commitment to invest 300 billion USD in AI infrastructure in the UK, reflecting the ongoing demand for AI-driven cloud solutions [10] Group 5: Real Estate Market Analysis - The report presents a stark contrast between the stock market, which has risen by 53% since September 2024, and the real estate market, which has seen a decline of 4.4% in housing prices [15][16] - It discusses the lack of new catalysts for the real estate market post-March 2025, leading to a divergence in performance between the stock and real estate markets [15] - The report suggests that short-term improvements in housing prices may rely on new narratives or policies rather than existing measures [16]

黄红云最终还是失去了这条"命"。 9月22日晚间，金科股份（*ST金科，000656.SZ，股价1.42元，市值108.06亿元）发布公告，管理人北京市金杜律师事务所上海分所与立信会计师事务所 （特殊普通合伙人）重庆分所，已于近日将重整转增股票由管理人证券账户，分别过户至全体重整投资人指定主体证券账户。 注：全体重整投资人，是指上海品器联合体（牵头方）、中国长城资产管理股份有限公司、四川发展证券投资基金管理有限公司等3家产业投资人，以及 深圳市前海久银投资基金管理有限公司、天津启重圣源企业管理合伙企业（有限合伙）、深圳市信庭五号投资合伙企业（有限合伙）等25家财务投资人。 金科股份重整投资人上海品器联合体指定其实际控制的京渝星筑（青岛）企业管理合伙企业（有限合伙）（以下简称京渝星筑）、京渝星璨（青岛）企业 管理合伙企业（有限合伙）（以下简称京渝星璨）接受划转共计9.93亿股转增股票，占公司总股本的9.34%，成为公司第一大股东。 由此，黄红云及重庆市金科投资控股（集团）有限责任公司（以下简称金科控股）退出金科股份的实控人及控股股东地位。 曾经高喊"金科就是我的生命"的第一代地产大腕黄红云，如今不得不黯然离场。 ...

Group 1 - The real estate market is showing signs of stabilization due to various policies implemented to support housing demand, leading to a narrowing decline in sales prices and inventory reduction [1][2] - From January to August, the sales area of new commercial housing decreased by 4.7% year-on-year, a reduction of 13.3 percentage points compared to the same period last year, while sales revenue fell by 7.3%, narrowing by 16.3 percentage points [1] - In August, the majority of cities saw a reduction in the year-on-year decline of new residential prices, with first, second, and third-tier cities experiencing a decrease of 0.2, 0.4, and 0.5 percentage points respectively [1] Group 2 - Real estate companies are experiencing improvements in funding and inventory, with funding down by 8% year-on-year, but the decline is narrowing compared to previous years [2] - The inventory of unsold commercial housing has decreased for six consecutive months, indicating a significant alleviation of supply-demand imbalance in the market [2] - The total scale of real estate development and market remains substantial, with urbanization continuing and a significant stock of existing housing, leading to an annual demand for approximately 7 million square meters of new construction [2][3] Group 3 - There is a growing demand for "good houses," as urbanization shifts from rapid growth to stable development, focusing on quality improvement of existing housing stock [3] - The risk for real estate companies is gradually decreasing, with progress in debt restructuring for troubled firms and efforts to ensure housing delivery [3] - Continued efforts are needed to promote high-quality urban renewal and develop new models for real estate growth to ensure a stable and healthy market [3]

智通财经APP获悉，香港联交所最新资料显示，9月23日，佳兆业集团(01638)股东将股票存入大华继显 (香港)，存仓市值2.91亿港元，占比15.63%。 佳兆业集团22日午间发布公告，于各方以同意传票方式提出联合申请后，高等法院已于2025年9月22日 颁令撤销呈请(经修订)。于该公告日期，概无针对公司的待决清盘呈请。此前9月15日，佳兆业集团宣 布，其境外债务重组所有条件均已达成，重组方案已全面生效。 ...