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广州上半年写字楼增量需求仍有限 新兴片区主导去化
Zhong Guo Jing Ying Bao· 2025-07-10 09:03
Core Viewpoint - The office market in Guangzhou is experiencing limited demand and downward pressure on rental prices, driven by strict cost control strategies among companies and a focus on lower-cost properties [1][3][4]. Supply and Demand - In the first half of 2025, Guangzhou's Grade A office market saw the delivery of 8 new projects, totaling 323,000 square meters, leading to a total stock of 7.506 million square meters, a year-on-year increase of 6.1% [1]. - The net absorption of Grade A office space in Guangzhou was recorded at 37,000 square meters, a year-on-year decrease of 21.2%, resulting in an average vacancy rate of 22.6%, which increased by 1.5 percentage points quarter-on-quarter and 4.1 percentage points year-on-year [1][3]. Rental Trends - The rental index for Grade A offices in Guangzhou decreased by 4.5% in the first half of the year, with a second-quarter decline of 1.3% quarter-on-quarter and 6.5% year-on-year, leading to an average rent of 127.4 yuan per square meter per month as of June 30 [4][5]. Emerging Business Districts - The emerging business districts of Zhujiang New Town and International Financial City are attracting companies due to their high cost-performance ratio, with significant transactions occurring in these areas [1][3]. - The TMT (Technology, Media, and Telecommunications) sector continues to lead the leasing market, accounting for approximately 30% of the new leasing area in Guangzhou's Grade A office market [3][6]. Market Dynamics - The Guangzhou office market is in a transitional phase, with demand structures evolving and new projects in emerging districts impacting the existing market [6][7]. - Companies are increasingly considering not just location and cost, but also the integration of industrial ecosystems and innovation capabilities in their site selection [7].
700亿商机!重庆发“英雄帖”邀国企外企民企共建西部陆海新通道
Sou Hu Cai Jing· 2025-07-10 08:51
7月10日,上游新闻记者从"三企联动"渝见陆海活动现场获悉,重庆新发布36项共建西部陆海新通道的机 会清单,涉及国企、外企、民企"三企"联动项目总投资额超700亿元,拟引资额400亿元。 活动现场 项目为王,是重庆建设"开放之城"的重头戏。 资产盘活类项目21个,总投资额66亿元,涵盖商业地产、标准厂房、土地资产、数字医疗、科技服务等领 域。其中:重庆新华出版集团推出了位于重庆三峡广场步行街的"正升·自由康都"优质商业楼招租。重庆两 江投资集团推出了位于两江新区龙兴、总投资额达66亿元的协同创新区系列写字楼、标准厂房、土地资产 招租。重庆西永产投集团推出了位于高新区金凤,涵盖智能装备、新材料、数字医疗、生物医药、检验检 测等科技创新配套服务园区资产招租。 签约仪式现场 "将依托重庆国际物流枢纽园区与马来西亚巴生港,加密联运航线,共享仓储资源,降低跨境转运成本; 推动区块链通关、物流大数据平台对接,实现货物状态实时追踪,缩短清关时间50%以上。"马六甲汉都亚 再也市市议员、马来西亚中国文化贸易促进会会长李翰霖说,他们还将针对马来西亚农产品、重庆汽摩配 件等高需求品类,共建专业化冷链通道与海外仓,提升配送时效。 ...
投资超25亿,曾承诺14年底交房!烟台这个停滞超10年的项目如今?
Sou Hu Cai Jing· 2025-07-10 08:22
作为烟台商业地产发展史上的一个典型样本,现代国际新城项目犹如一颗陨落的星辰,在南部新城的夜 空中划出一道令人扼腕的轨迹。这座曾被寄予厚望的商业巨擘,如今却成为城市伤疤的象征,其命运起 伏折射出房地产市场的风云变幻。 该项目由现代联合集团斥资25亿元打造,规划蓝图堪称宏伟——60万平方米的建筑体量中,16万平米的 奥特莱斯商场宛若璀璨明珠,6栋摩天大楼如擎天玉柱般耸立,商业版图涵盖国际名品折扣、餐饮娱 乐、总部经济等多元业态。2011年奠基时,礼炮轰鸣中飞扬的彩带尚未落地,谁曾想这竟会成为一场长 达十余年商业迷梦的开端? 购房者的遭遇更令人唏嘘。那位投入70万血汗钱的女士,怀揣着"一铺养三代"的美好憧憬,却不知等待 她的是望眼欲穿的煎熬。而2015年后仍被蒙骗入局的投资者,其遭遇堪比现代版的"望梅止渴"——开发 商精心编织的海市蜃楼,最终化作维权路上的荆棘。这些业主中,有人从青丝等到白发,有人的子女已 从襁褓步入学堂,时光这把无情的刻刀,在他们脸上雕琢出维权的沧桑。 政府部门的多轮回应犹如一场漫长的拉锯战。从2018年住建局披露的"账户被查、项目烂尾",到2019 年"研究解决方案"的官方辞令,再到2024年最 ...
商务部:创新优化商旅文体健深度融合 促进夏日消费持续升温
news flash· 2025-07-10 07:48
智通财经7月10日电,商务部新闻发言人何咏前在例行新闻发布会上介绍,随着暑期的到来,国内居民 出行增多,入境旅游进入旺季,商务部会同相关部门持续组织开展"购在中国"系列活动,指导各地结合 暑期消费特点和地方特色,多措并举扩大优质商品和服务供给,创新优化商旅文体健深度融合,促进夏 日消费持续升温。 商务部:创新优化商旅文体健深度融合 促进夏日消费持续升温 ...
超算互联网:商业航天发展新引擎
Zhong Guo Jing Ji Wang· 2025-07-10 07:43
2025年7月7日至9日,"2025空天信息大会"在合肥举行。国家高性能计算机工程技术研究中心副主 任曹振南受邀做主题报告时表示,依托大显存、精度覆盖全等算力优势,以及丰富的仿真计算服务经验 和一站式MaaS服务体系,超算互联网可为飞行器设计制造、低空经济类大模型等商业航天应用场景, 提供普惠稳定、跨地域、高性能的综合算力服务支持,为航空航天发展注入新动力。 针对这一痛点,超算互联网通过"算力+应用"一体化交付,免去自建算力设施、配置计算环境等工 作,用户可即开即用的运行空气动力学CFD等软件,生成大量高精度数据。这些数据与风洞实验数据相 互验证并结合,通过深度学习算法。这种基于数据和模型融合驱动的方式,正在变革传统飞行器设计制 造的流程与效率。 此外,在商业航天材料学领域,超算互联网可支持分子动力学模拟和量子力学计算,帮助科研人员 快速发现和开发具有特殊性能的航空材料。 目前,作为综合算力服务平台,超算互联网用户数量已突破40万,并聚集超500家优质服务商、发 布7000多款算力商品与大模型。这些资源为商业航天、工业仿真等100多细分行业、1000多场景提供了 强大的算力支撑。 曹振南表示,相信超算互联网可 ...
商米科技冲刺港股IPO:全球最大安卓端BIoT解决方案提供商,2024年至少有92%的产品为代工生产
Mei Ri Jing Ji Xin Wen· 2025-07-10 06:34
成立一年后小米参投,开始接入米家 天眼查显示,商米科技成立于2013年12月,前身为"上海我有信息科技有限公司",定位为提供餐饮行业外卖解决方案。2014年,小米参投B轮,公司开始接 入米家生态,逐步转型为智能商用设备领域,2016年正式更名为"商米科技"。 每经记者|蔡鼎 每经编辑|杨夏 7月9日,港交所官网显示,上海商米科技集团股份有限公司(Shanghai Sunmi Technology Co.,Ltd.,以下简称"商米科技")递交了修订后的整体协调人公告, 公司于当日进一步委任招银国际融资有限公司为其整体协调人之一。也就是说,商米科技目前的保荐人兼整体协调人仍为德银香港分行、中信里昂以及农银 国际融资有限公司,只是新增了招银国际融资有限公司为其另一家整体协调人。 不过,商米科技仍未更新其于6月25日首次向港交所呈交的上市申请文件,目前公司仍未披露此次IPO(首次公开上市发行)拟募集的资金总额以及拟发行 的股份数量。《每日经济新闻》记者注意到,商米科技并非第一次谋求登陆资本市场——早在2021年6月,公司就曾向A股科创板递交上市申请,拟募资10 亿元,但于2022年3月撤回了申请文件。 尽管商米科技在 ...
港股国企ETF(159519)涨超1.2%,供给收缩预期或催化周期行情
Sou Hu Cai Jing· 2025-07-10 05:36
Group 1 - China Shipbuilding's merger with China State Shipbuilding Corporation was approved by the Shanghai Stock Exchange on July 9, 2025, marking the conclusion of the largest capital operation in the domestic shipbuilding industry [1] - The Chinese commercial aerospace industry is experiencing a wave of securitization, with Jiangsu Deep Blue Aerospace completing nearly 500 million yuan in financing for reusable rocket development, and Chengdu Guoxing Aerospace submitting a listing application to the Hong Kong Stock Exchange [1] - Yunnan's state-owned enterprises are driving investment growth through major projects, while China FAW's vehicle sales exceeded 1.57 million units in the first half of 2025, and the State Grid's 140 peak summer projects have all been put into operation, demonstrating the ongoing efforts of state-owned enterprises in industrial upgrading and public welfare [1] Group 2 - GF Securities indicates that the "anti-involution" policy in 2025 has initiated a new round of supply contraction across industries such as steel, cement, automotive, and photovoltaic [2] - The Steel Association is calling for resistance against "involution-style" competition, while the cement industry is promoting the implementation of capacity replacement policies, and automotive companies are adjusting supplier payment terms and sales strategies [2] - Photovoltaic glass companies collectively reduced production by 30% to alleviate low-price competition, with historical cases of supply contraction indicating that market sentiment typically remains cautious at the policy's onset [2]
深化改革提振消费!北京发布专项行动方案
Bei Jing Ri Bao Ke Hu Duan· 2025-07-10 04:08
Core Viewpoint - The "Beijing Action Plan for Deepening Reform and Boosting Consumption" aims to achieve an average annual growth of around 5% in total market consumption by 2030, establishing 2 to 3 new consumption landmarks worth over 100 billion yuan, and enhancing Beijing's role as an international consumption center [1] Group 1: Economic Growth and Employment - The action plan emphasizes promoting reasonable growth in wage income and implementing a priority employment strategy to ensure sustainable income growth for urban and rural residents [1] - It proposes to improve the minimum wage adjustment mechanism and broaden channels for property income, encouraging listed companies to increase dividend rates and asset management institutions to diversify investment products [1] Group 2: Consumption Upgrade and New Business Models - The plan outlines measures to enrich the silver economy, expand domestic service supply, cultivate health-oriented consumption, establish digital consumption benchmarks, and promote green consumption [2] - It highlights the development of "Internet + Healthcare," with 307 medical institutions providing internet diagnosis services by June 2025, and a 44.98% year-on-year increase in internet diagnosis visits [2] Group 3: Urban Development and Infrastructure - Beijing has completed 10 river and lake enhancement projects, adding 70 kilometers of slow-moving systems, and aims to open more public spaces along water bodies for recreational use [3] - The city plans to open over 450 million square meters of new large commercial facilities from 2022 to 2024, with 75 million square meters opened in the first half of 2025 [3] Group 4: Consumer Convenience and Regulatory Measures - The action plan supports residents in using housing provident fund withdrawals for down payments while applying for housing loans, reducing the financial burden of large purchases [4] - It aims to streamline regulatory processes, enhance consumer experience, and facilitate efficient business operations through integrated supervision and reduced project approval times [4]
红利方向持续表现,300红利低波ETF(515300)红盘上扬,最新资金净流入1.43亿元
Sou Hu Cai Jing· 2025-07-10 02:56
Group 1: ETF Performance and Liquidity - The 300 Dividend Low Volatility ETF recorded an intraday transaction of 32.3471 million yuan, with an average daily transaction of 1.56 billion yuan over the past week as of July 9 [3] - The latest scale of the 300 Dividend Low Volatility ETF reached 5.739 billion yuan, with a net inflow of 143 million yuan recently [3] - Over the past five trading days, there were three days of net inflow totaling 156 million yuan [3] Group 2: Historical Returns and Rankings - As of July 9, the 300 Dividend Low Volatility ETF has seen a net value increase of 61.15% over the past five years, ranking 43rd out of 995 index equity funds, placing it in the top 4.32% [3] - The highest monthly return since inception was 13.89%, with the longest consecutive monthly gain being five months and a maximum increase of 14.56% [3] - The average return during the rising months was 3.66%, and the ETF outperformed the benchmark with an annualized return of 7.10% over the last three months [3] Group 3: Top Holdings - As of June 30, 2025, the top ten weighted stocks in the CSI 300 Dividend Low Volatility Index include China Shenhua, Gree Electric, Sinopec, Daqin Railway, Shuanghui Development, Midea Group, China State Construction, China Mobile, China Merchants Jinling, and Huayu Automotive, collectively accounting for 35.21% of the index [3] Group 4: Market Insights - CITIC Securities indicated that the market will enter the earnings disclosure period in July, with recent performance in the dividend sector suggesting that funds may focus on uncovering investment opportunities around earnings [6] - Investors without stock accounts can access investment opportunities through the corresponding CSI 300 Dividend Low Volatility ETF linked fund (007606) [6]
“东部之眼”变身“国际范”城市客厅
Hang Zhou Ri Bao· 2025-07-10 02:26
钱塘新地标城市客厅金沙湖。 金沙湖公园二期建设老照片。 2011年7月22日的《杭州日报》4版报道了金沙湖项目的推进情况。 《寻找"头条里的城事"》栏目发起全城故事征集——记忆中的老地标、迭代升级的产业园、温暖人 心的民生工程,或是与这座城"双向奔赴"的闪光瞬间,只要你的故事里有杭州温度,不妨扫描右边二维 码,登录杭州新闻客户端,分享你的"城事"。 跳绳、夜划、花式投篮……几天前,金沙湖公园迎来了一场充满活力的"时尚运动"夜晚秀,超过20 项沉浸式体验,让参赛选手充分"解锁"夜健身、夜生活新姿势。"妈妈,以后我要多来这里玩!"活动结 束后,钱塘区跳绳运动协会的曹佳贝小朋友意犹未尽。 曹佳贝不知道的是,金沙湖公园的"年纪"并没有比他大太多:今年,是金沙湖公园启动建设的第15 个年头。每一座崛起的新城,往往都伴随着一方湖面。在杭州的版图上,金沙湖公园是一首正在生长的 诗,记录着城市"东扩"的足迹。 头条·记忆 2017年秋天,钱塘江的水第一次穿过层层管网,欢快地涌进金沙湖里,连带提升了周边河道的水 质。 2023年,金沙湖公园全面对外开放,这座占地面积64.7万平方米的"东部之眼",迅速成为杭州又一 个地标…… ...