深度智联 本次招募计划重点聚焦三类核心岗位，为不同类型的行业人才提供精准适配的发展路径： GEO泛地产认知优化师：AI时代认知架构者 1月30日，深度智联正式启动"地产AI先锋"招募计划，面向全行业公开招募GEO泛地产认知优化师、数字员工推荐官、OPC人机协同研究员三类核心伙伴。 据悉，该计划并非常规意义上的人员招聘，而是一场立足"AI+不动产"领域的生态共建邀约，旨在打破传统招聘边界，培育行业人机协同"新物种"，推动房 地产行业与AI技术深度融合，构建开放共生的行业新生态。 当前，房地产行业正处于深度调整与格局重构的关键时期，行业竞争逻辑发生深刻变革。与此同时，AI大模型的快速迭代与普及，正以不可逆之势渗透至 地产行业的各个环节，成为驱动行业转型的重要力量。在"行业调整"与"技术革新"双向交织的新格局下，房地产行业亟需一批拥抱AI、能实现技术与行业应 用深度融合的专业人才，而广大从业者也面临着适配AI时代、重塑职业价值的重要课题。 在此背景下，深度智联"地产AI先锋"招募计划应运而生。与传统招聘"人员扩充"的核心逻辑不同，该计划聚焦AI时代地产行业的新型业务场景，以生态协作 为核心，面向行业寻找志同道合的共 ...

聚焦政策方向：降息、收储和城市更新。 2026 年行业主要压力来自投资增速仍存压力，不排除对经济构成拖累。政策端能否有序推动降息和收储是对行业自 身投资增速不足的有效弥补。展望 2026 年，将继续重点关注降息、收储、城市更新落地进程。后续需要对以上数据保持密切跟踪。 风险提示。 1 ）市场环境偏冷，到位资金下行，开发商投资意愿难有起色。 2 ）二三线城市库存问题仍然严重，行业修复将呈现分化形态。 3 ）专项债收储 落地不及预期。 报告来源 报告导读： 行业供给缩量提质，新旧动能形成合力推动市场触底回暖。基于以上判断，我 们认为 2026 年重点城市销售有望率先寻找均衡点。长尾城市市场拖累依旧，但幅度收 窄。 以上内容节选自国泰海通证券已发布的证券研究报告。 报告名称： 核心销售趋于均衡，投资开发仍需助力；报告日期：2026.01.29；报告作者： 涂力磊（分析师），登记编号：S0880525040101 谢皓宇（分析师），登记编号：S0880518010002 陈昭颖（分析师），登记编号：S0880525100002 我们认为当前 AH 房地产板块总市值与行业在经济中所处地位不匹配。 重要提醒 2025 年 ...

每经AI快讯，冠城新材(600067)1月30日公告，预计2025年度实现归属于母公司所有者的净利润为6000 万元到9000万元，同比扭亏为盈。公司上年出现大额亏损主要系公司上年同期根据市场环境和各项目销 售经营情况，对部分房地产项目计提了较大金额减值准备。报告期内，电磁线业务销量较上年同期增 加，西北旺新村D1地块清算移交，太阳宫D区土地一级开发项目（CY00-0215-0627地块）正式收储，预 计全年营业收入高于上年同期。 （文章来源：每日经济新闻） ...

行业研究丨深度报告丨房地产 [Table_Title] 周期调整的下半场 ——房地产总量预测框架及趋势展望 %% %% %% %% research.95579.com 1 丨证券研究报告丨 报告要点 [Table_Summary] 历经 4 年多的快速调整，中国房地产行业主要总量指标较高点均有明显下降，参考国际经验和 需求中枢，当前大概率已进入调整周期的下半场。预计 2026 年仍有挑战，但下半场特征愈发 明显，销售、开工等前端指标同比降幅有望收窄，而竣工等后端指标压力相对更大；若政策力 度超预期，则会有相对更好表现。当前股票位置较底部的溢价并不大，重视具备轻库存、好区 域和产品力的优质房企，以及拥有稳定现金流的经纪龙头、商业地产和央国企物管。 分析师及联系人 [Table_Author] 刘义 宋子逸 SAC：S0490520040001 SAC：S0490522080002 SFC：BUV416 请阅读最后评级说明和重要声明 2 / 23 %% %% %% %% research.95579.com 2 [Table_Title 周期调整的下半场 2] ——房地产总量预测框架及趋势展望 [Table_S ...

Core Insights - The second-hand housing market in certain cities has shown signs of recovery since the beginning of the year, with significant declines in the number of listings, particularly in Shanghai, where listings have dropped by over 20% from peak levels. Additionally, transaction volumes and prices have improved, with a more than 20% year-on-year increase in real-time transaction volumes across 26 cities compared to December of the previous year [1][5]. Group 1: Supply and Demand Dynamics - The improvement in the second-hand housing market is attributed to simultaneous catalysts on both the supply and demand sides before the Spring Festival. On the supply side, the decline in listings is partly seasonal, as sellers typically withdraw listings before the holiday, and also due to a rapid decline in prices in the latter half of the previous year, prompting some homeowners to withdraw listings to protect prices or switch to rental [2][6]. - On the demand side, the acceleration in demand for school district properties has been observed, as requirements for school enrollment need to be confirmed by March or April. Additionally, since November of the previous year, there has been a notable increase in the transaction speed of lower-priced properties, with properties priced at 3 million in Shanghai making up over 50% of transactions, indicating a quicker entry of first-time buyers into the market [2][6]. Group 2: Price Stability and Market Sentiment - The ability of second-hand housing prices to stabilize will depend on the sustainability of the decline in listings. Experts from major cities believe that listings will rebound after the Spring Festival, making the extent and duration of this rebound a critical factor in determining whether prices can stabilize [3][7]. - Optimistically, the period of rapid price declines may be coming to an end. The current market recovery is characterized by a lack of explicit policy intervention, with the market self-adjusting, particularly through the rapid turnover of lower-priced properties. This suggests that genuine demand is gradually being stimulated, with first-time buyers and those looking to upgrade their homes actively participating in the market, leading to a rebalancing of supply and demand [3][7].

Core Insights - The article highlights the achievements of ten distinguished entrepreneurs who have significantly contributed to China's economic landscape, showcasing their courage, vision, and resilience in various industries [2][33]. Group 1: Industrial Leadership - Chen Jinghe, founder of Zijin Mining, transformed the company from a small local enterprise into a global mining giant by overcoming technical challenges and establishing an international strategy [5][37]. - Ma Changhai, chairman of Weichai Power, led the company through a comprehensive reform process, focusing on mastering core technologies and achieving breakthroughs in heavy-duty engines and hydraulic systems [7][40]. - Both Chen and Ma's stories symbolize China's industrial evolution from scale chasing to technological and value chain leadership [8][40]. Group 2: Manufacturing Excellence - Cold Friend, chairman of Feihe Dairy, adopted a long-term strategy to ensure the safety and quality of infant formula, establishing a complete supply chain from pasture to product [9][43]. - Wu Xiangdong, chairman of Guizhou Zhenjiu, transitioned from brand management to controlling core production capacities through strategic acquisitions, enhancing the cultural value of Chinese liquor [11][45]. - Ma Yin, founder of Anaya, created a unique cultural and tourism destination that emphasizes the integration of business and humanity, setting a new value benchmark in the real estate sector [14][47]. Group 3: Technological Innovation - Peng Jun, chairman of Pony.ai, is pioneering the field of autonomous driving, addressing complex challenges in algorithms and hardware to redefine future transportation [19][53]. - Zhao Deli, founder of XPeng, is working on flying cars, tackling significant technical and regulatory challenges to establish a new industry in low-altitude economy [22][56]. - Liu Debing, chairman of Zhipu AI, is focused on developing AI infrastructure with independent intellectual property rights, marking a significant step in China's AI industry [23][60]. - Han Bicheng, founder of Strong Brain Technology, is innovating in brain-computer interfaces, contributing to advancements in life sciences and assistive technologies [25][58]. Group 4: Social Responsibility and Vision - Lu Mai, former vice chairman of the China Development Research Foundation, emphasizes the importance of early childhood development in rural areas, advocating for immediate action to support children's growth [16][50]. - The article underscores the entrepreneurial spirit as a driving force behind China's transition from manufacturing to value creation, highlighting the importance of social responsibility and cultural heritage in business [18][52].

智通财经APP讯，碧桂园(02007)发布公告，于2026年1月30日因转换可转换债券而发行合共1.87亿股。 ...

FICC日报 | 2026-01-30 地产上涨，上证50反弹 市场分析 关注中外关系。宏观方面，国家主席习近平会见来华访问的英国首相斯塔默，国务院总理李强同斯塔默举行会谈。 中英双方达成一系列积极成果，其中：双方致力于发展中英长期稳定的全面战略伙伴关系；双方欢迎成立中英金 融工作组并召开首次会议；中方积极考虑对英国公民实施单方面免签政策；中方将威士忌酒进口关税税率由10% 降至5%。2026年全国春节文化和旅游消费月正式启动。从即日起持续至3月初，各地将举办约3万场次文旅消费活 动，发放超3.6亿元消费券等消费补贴，推出门票减免、票根联动优惠、跨区域文旅优惠等举措。海外方面，美国 国会参议院在程序性投票中未能推进已获众议院通过的政府拨款法案，美国联邦政府再次面临部分"停摆"的危机， 美国数个联邦部门的运转资金将于1月30日耗尽。 沪指收涨。现货市场，A股三大指数震荡，上证指数涨0.16%收于4157.98点，创业板指跌0.57%。行业方面，板块 指数涨多跌少，食品饮料、传媒、房地产、非银金融行业领涨，电子、国防军工、电力设备、机械设备行业跌幅 居前。当日沪深两市成交额升至约3.2万亿元。海外方面，美国三大股 ...

上证指数午盘跌1.19%，创业板指涨0.8%。沪深京三市半日成交额19514亿元，较上日缩量836亿 元。全市场超3800只个股下跌。 贵金属、基本金属板块深度回调，个股现跌停潮；钢铁、地产、白 酒、化工行业跌幅靠前；商业航天、光伏、AI应用题材走弱；CPO概念股盘中拉升，农业股逆势走强。 ETF方面，华泰柏瑞基金中韩半导体ETF涨3%。AI硬件走强，CPO概念股盘中拉升，通信ETF广 发、通信ETF嘉实分别涨2.9%和2.57%。农业板块走强，粮食ETF广发、鹏华基金粮食ETF分别涨2.32% 和2.19%。 （责任编辑：刘静 HZ010） 金属板块深度回调，黄金股票ETF、黄金股ETF、黄金股票ETF跌停。稀有金属同步下跌，稀有金 属ETF跌8%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Group 1 - Morgan Stanley predicts that Greentown China (03900) stock price will decline in the next 60 days, with a probability exceeding 80% [1] - The recent increase in stock price has significantly reduced short-term valuation attractiveness [1] - Morgan Stanley has assigned a "Reduce" rating to Greentown China, with a target price of HKD 7.86 [1] Group 2 - The company is expected to issue a profit warning, as core earnings for 2025 may drop by over 90% year-on-year [1] - Due to a decrease in saleable resources and a high base effect, the first quarter contract sales are likely to decline [1] - The company's valuation is currently at a historical high [1]