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。 ...

Group 1 - The core point of the article highlights that on September 23, shareholders of CIFI Holdings Group (01908) transferred shares from HSBC to UBS Securities Hong Kong Limited, with a market value of HKD 938 million, representing 2.32% of the total shares [1] - For the first half of 2025, CIFI Holdings Group reported revenue of RMB 34.165 billion, reflecting a year-on-year growth of 4.3% [1] - The company's profit attributable to equity holders reached RMB 914 million, marking an increase of 11.8% compared to the previous year [1]

智通财经APP获悉，香港联交所最新资料显示，9月23日，建发国际集团(01908)股东将股票由香港上海 汇丰银行转入UBS Securities Hong Kong Limited，转仓市值9.38亿港元，占比2.32%。 财报显示，2025年上半年，建发国际集团实现收益341.65亿元人民币，同比增长4.3%;公司权益持有人 应占溢利9.14亿元，同比增长11.8%。 ...

来源：市场资讯 （来源：洪泰智造） 01 梅赛德斯-奔驰与字节跳动升级战略合作：覆盖智舱、智驾、营销等领域 可灵2.5 Turbo模型上线，较上代模型便宜近30% 可灵AI基座模型再升级，视频生成推出可灵2.5 Turbo模型。该模型的文本理解与响应显著提升，能更深 入理解具有因果关系的复杂指令，能生成动态幅度更大的动作和运镜。同时，可灵2.5 Turbo模型高品质 模式（1080p）下生成5秒长度的视频仅需25灵感值，相比2.1模型同档位便宜近30%。 （来源：36氪） 03 今日，梅赛德斯-奔驰（中国）投资有限公司与北京字跳网络技术有限公司宣布签署升级战略合作备忘 录，共同推动人工智能（AI）技术的跨业务融合。此次战略合作覆盖从智能辅助驾驶、智能座舱、智 能化研发、数字化营销到客户运营的各个业务领域。 （来源：36氪） 02 精测电子：实控人拟协议转让5.02%公司股份 精测电子发布公告，出于自身资金需求，同时为引入产业投资人、优化股权结构，公司控股股东、实控 人彭骞拟通过协议转让方式，向文发长江2号私募证券投资基金转让其直接持有及通过武汉精至、武汉 精锐间接持有的公司无限售流通股合计1404.41万股， ...