证券日报网讯 1月29日，金隅集团（601992）在互动平台回答投资者提问时表示，截至2024年12月31 日，公司持有的投资性物业面积为262.2万平米。公司在2024年年度报告中载明了物业管理部分的营业 收入，详见公司《2024年年度报告》"第三节 管理层讨论与分析--五、报告期内主要经营情况--（一） 主营业务分析--2.收入和成本分析"部分。 ...

每经AI快讯，1月29日，万科A(000002.SZ)公告称，其2021年面向合格投资者公开发行住房租赁专项公 司债券(第一期)(品种二)将于2026年1月30日实施固定兑付安排，并支付本期债券申报回售部分本金的 40%及其自2026年1月22日至2026年1月29日期间的利息。债权登记日为2026年1月29日。 ...

2026年1月7日晚，*ST阳光（000608.SZ）发布公告称，因控股股东京基集团有限公司（下称"京基 集团"）正在筹划公司控制权变更事宜，公司股票自1月8日开市起停牌，预计停牌时间不超过2个交易 日。 财务数据揭示了公司面临的巨大压力。 2025年前三季度，*ST阳光实现营业收入约2.52亿元，同比增长5.11%；但归母净亏损约7205.8万 元，同比大幅下降258.43%，扣非净利润亏损7611.82万元。 停牌前，*ST阳光的市场表现异常抢眼。在2026年1月5日、1月6日、1月7日这三个交易日内，公司 股价连续斩获三个涨停板，日收盘价格涨幅偏离值累计达到12.43%。截至1月7日收盘，股价报收3.05 元/股，总市值22.87亿元。 退市风险警示 据悉，*ST阳光主要从事商业运营管理业务、物业租赁业务以及房屋销售业务。 自2021年9月起，公司正式受托管理京基集团旗下商业项目，借此拓宽了业务版图。截至2025年6月 底，其管理的商业项目主要布局于北京、上海、深圳、成都和沈阳等一二线城市。 不过更值得关注的是公司严峻的基本面。 因2024年度经审计的利润总额、净利润、扣除非经常性损益后的净利润均为负值 ...

| 商面方数据统计 | | | | | | --- | --- | --- | --- | --- | | 可售期房统计 | | 2025 年12月预售许可 | | 2026/1/27其 | | 可售房屋套数: | 92751 | 批准预售许可证: | 20 | 网上认购 | | 可售房屋面积(M²)：7726499.2700 | | 批准预售面积(M²): 542294.9600 | | 网上认购面积 | | 其中 | 39030 | 其中 住宅套数: | 1808 | 其中 住宅 | | 面积(M²): 5421863.9100 | | 面积(M²): 248019.1600 | | 面积 | | 商业单元： | 227 | 商业单元: | 18 | 商业 | | 面积(M2): 167506.8100 | | 面积(M²): | 11750.1500 | 面积( | | 办公里元: | 515 | 办公里元: | 70 | 办公 | | 面积(M2): 502547.8300 | | 面积(M²): 126127.7300 | | 面积 | | 车位个数： | 43193 | 车位个数: | 5251 ...

Core Viewpoint - The real estate market in major cities continues to warm up, driven by favorable policies and a tailwind effect from previous trends, with significant increases in both new and second-hand housing transactions observed since the beginning of 2026 [1][6]. Group 1: Market Performance - In the first three weeks of 2026, Shenzhen's second-hand housing transactions showed a continuous increase, with recorded volumes reaching 1,115, 1,595, and 1,654 units respectively [2]. - Guangzhou's second-hand housing transactions exceeded 5,000 units in the first 20 days of January 2026, indicating a strong market performance [2]. - Shanghai's second-hand housing transactions surpassed 18,000 units by January 25, 2026, with expectations to exceed 22,000 units for the month [2]. Group 2: Policy Impact - Beijing's new real estate policy, implemented on December 24, 2025, led to a 33% increase in transaction volume within a month, alongside significant rises in market activity indicators [3]. - Multiple cities, including Tianjin and Nanjing, have also seen strong performances in second-hand housing, with daily transactions reaching levels comparable to peak periods [3]. - A series of favorable policies aimed at stabilizing the real estate market have been released, including tax reductions and adjustments to housing financing [6][7]. Group 3: Market Dynamics - The second-hand housing market has become the mainstay of current transactions, reflecting more stable market conditions compared to new housing [4]. - The delay of the Spring Festival has led to an earlier release of pent-up demand, contributing to increased activity in the housing market [8]. - There is a noticeable reduction in the bargaining space for second-hand housing prices, with some properties even requiring price increases due to heightened demand [9]. Group 4: Price Trends - The increase in transaction volumes has begun to halt the decline in real estate prices, with reports of narrowing bargaining ranges for second-hand properties in cities like Shanghai and Nanjing [9][10]. - The price index for second-hand residential properties in 15 key cities has risen for five consecutive weeks, indicating a potential stabilization in the market [10]. - Despite the positive trends, caution is advised as the sustainability of demand remains uncertain, particularly in cities lacking population and industrial support [10].

波黑媒体klix1月24日报道。波黑联邦统计局最新数据显示，萨拉热窝的房地产价格在过去十年经历了 超乎想象的增长。2016年至2025年间，新房平均售价从每平方米1900马克飙升至4269马克，涨幅超过 125%。其中2020年后加速飙升，2020年均价小幅上涨至2068马克/平方米；2024年均价快速攀升至3500 马克/平方米；2025年(第三季度)均价已达4269马克/平方米，较上年同期暴涨近800马克，远超波黑联邦 其他地区约3000马克的平均水平。若此趋势延续，萨拉热窝地区年内均价可能触及5000马克/平方米。 海外资本、供应短缺与成本推动共同加剧房价上涨。房价飙升的主因之一是大量新建公寓被海外侨民购 买。这些买家通常年薪数千欧元，萨拉热窝每月700-1000马克的租金对他们缺乏吸引力，导致许多房产 常年空置，仅用于每年一两次的自住。这严重减少了市场有效供应，推高了在售和出租房源的价格。建 筑材料价格上涨、劳动力成本上升、通货膨胀及贷款利率跳涨，共同构成了房价上涨的成本基础。 当前市场呈现分化，一方面是满足海外买家需求的高端新建项目，另一方面则是本地居民日益难以负担 的住房现实。(驻波黑使馆经商处) ...

| 2025年12月存量房网上签约 | | 2026/1/26存量房 | | --- | --- | --- | | 网上签约套数: | 19132 | 网上签丝 | | 网上签约面积(m2)： | 1659092.4000 | 网上签约面利 | | 住宅签约套数: | 17200 | 住宅签丝 | | 住宅签约面积(m2): | 1549550.8000 | 住宅签约面利 | （文章来源：北京商报） 北京商报讯（记者李晗）北京市住建委官网数据显示，1月26日北京新房网签236套，网签面积37347.33平方米，其中住宅网签60套，网签面积9009.06平方 米；二手房网签829套，网签面积74191.2方米，其中住宅网签743套，网签面积68125.02平方米。 | 商品房数据统计 | | | | | --- | --- | --- | --- | | 可售期房统计 | 2025 年12月预售许可 | 2026/1/26期房网上认购 | | | 可售房屋套数: 92792 | 批准预售许可证: 20 | 网上认购套数: | 30 | | 可售房屋面积(M2): 7731179.8900 | 批准预售面积(M ...

Group 1 - The core cities' new and second-hand residential sales area is expected to stabilize by 2025, with the improvement in second-hand transactions primarily driven by the "seesaw" effect with new housing demand [1] - Looking ahead, with the arrival of the "golden three silver four" period, both new and second-hand housing transactions may reverse again, as the entry of quality supply will boost new housing sales volume while second-hand transactions are expected to stabilize [1]

Core Viewpoint - The article discusses the significant decline in housing prices in first-tier cities in China, highlighting a 7% year-on-year drop in second-hand housing prices, which is more severe than in second and third-tier cities. This shift challenges the notion that core assets are immune to price declines and suggests a more mature market where price adjustments occur more rapidly and transparently [3][5]. Group 1: Market Dynamics - First-tier cities are experiencing a more pronounced decline in housing prices, indicating a shift in market dynamics where sellers are more willing to adjust prices to facilitate transactions [3][5]. - The decline in housing prices is seen as a proactive measure by the market to shed burdens and seek realistic valuations, rather than a sign of market failure [5][8]. - The adjustment in prices reflects a response to the financial realities faced by homeowners, where rental income does not cover mortgage costs, leading to a reevaluation of property holdings [6][8]. Group 2: Investment Considerations - The article emphasizes the importance of evaluating real rental yields and market activity, suggesting that if rental yields remain below risk-free investment returns, housing prices may still face downward pressure [12]. - It advises potential investors to monitor market liquidity and the time it takes to sell properties, as prolonged selling periods indicate a buyer's market with ample negotiation power [12]. - The discussion includes the need to assess the actual looseness of credit policies and mortgage rates, which directly impact purchasing power in the housing market [12]. Group 3: Economic Implications - The decline in housing prices is viewed as a necessary correction to remove excess from the market, allowing resources to be reallocated to more productive sectors of the economy, such as technology and innovation [11]. - The article argues that maintaining artificially high property prices could hinder economic recovery and does not reflect true wealth, as real purchasing power is more indicative of economic health [9][11]. - The adjustment period is framed as a transition from speculative investment beliefs to a more grounded understanding of real estate as a fundamental asset for living rather than merely a financial instrument [13][15].

论坛在圆桌讨论环节中，围绕"充分发挥城市更新在稳楼市中的作用"话题进行研讨。产学研领域专家结 合自身实践经验分享观点、提出建议，凝聚了广泛行业共识。 上海地铁资产投资管理有限公司副总经理钱晓佳表示，从前几年提"棚改""旧改"，到这几年提"城市更 新"，名称的转变体现了城市治理理念向高阶生态模式的升级。城市更新真正的落脚点是人，一定会对 稳楼市起到推动和促进作用。好房子不只是建筑，更多的是所在区域的环境和生态，不应局限于短期开 发，而需秉持长期主义，注重前期规划的业态融合与片区价值重构。以轨道交通上盖开发为例，通过开 发能够更好发挥土地价值，通过城市运营理念挖掘土地价值。她建议，针对上海城市更新类型复杂、非 标属性强的特点，建立多层次科学评价体系，为不同项目匹配适宜模式，同时政府应与企业协同承担部 分经济效益欠佳但对城市发展有益的项目，穿越经济周期共同推进。 上海城投控股（600649）股份有限公司副总裁蒋家智表示，当前稳楼市需聚焦资产价值提升与真实居住 需求的满足。他结合城投控股的实践案例说明，高端产品可凭借打造"好房子"稳楼市，如露香园项目以 修旧如旧模式保留石库门风貌，搭配高端配置与服务获得市场认可；保租 ...