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永义国际拟向高山出售卓益的全部已发行股本
Zhi Tong Cai Jing· 2025-10-10 12:40
Core Viewpoint - Easyknit Properties, a wholly-owned subsidiary of the company, has entered into a conditional sale agreement with Gao Shan to sell all issued share capital of Zhuo Yi for a net amount of approximately HKD 295.5 million, reflecting the expected unpaid amount owed to Zhuo Yi on the completion date [1][2] Group 1: Transaction Details - The expected purchase price is approximately HKD 268.4 million, to be paid through the issuance of 2025 convertible bonds by Gao Shan to Easyknit Properties or its agents on the completion date [2] - The significant asset of Zhuo Yi is a property located at 19 Garden Square, Mong Kok, Kowloon, with a saleable area of 13,544 square feet [1] - Zhuo Yi also holds equity securities listed in Hong Kong, including 42.308 million shares of Baifuk Holdings and 268,000 shares of China Ping An Insurance, with a total fair value of approximately HKD 46.3 million as of March 31, 2025 [1] Group 2: Strategic Implications - The sale of Zhuo Yi and the associated property aligns with the company's strategy to prudently maintain cash flow rather than continuously fund cash outflows [2] - The transaction is expected to not result in any anticipated losses for the company and its shareholders [2] - The interest from the 2025 convertible bonds will provide a regular income source for the group and offset cash expenditures related to the property, which exceed rental income [2] - The transaction will also reduce the group's debt-to-equity ratio, indicating a healthier financial position [2]
华发股份(600325.SH):累计回购1.89%公司股份
Ge Long Hui· 2025-10-10 12:04
Core Viewpoint - Huafa Co., Ltd. (600325.SH) announced that as of September 30, 2025, the company has repurchased a total of 52 million shares through the Shanghai Stock Exchange trading system, accounting for 1.89% of the company's current total share capital [1] Summary by Category - **Share Repurchase Details** - The company has conducted a share repurchase of 52 million shares [1] - This repurchase represents 1.89% of the total share capital [1]
中梁控股(02772.HK)1至9月累计合约销售金额92.6亿元
Ge Long Hui· 2025-10-10 11:11
Group 1 - The core point of the article is that Zhongliang Holdings (02772.HK) reported its contract sales figures for the period from January to September 2025, indicating a total contract sales amount of approximately RMB 9.26 billion and a total sales area of about 885,000 square meters [1] - The average contract sales price for the period from January to September 2025 was approximately RMB 10,500 per square meter [1] - In September 2025, the company recorded contract sales amounting to approximately RMB 970 million, with a sales area of about 95,000 square meters [1] Group 2 - The average contract sales price in September 2025 was approximately RMB 10,200 per square meter [1]
经济学家李稻葵为全球财富管理论坛赋能|房地产领域专家邀约
Sou Hu Cai Jing· 2025-10-10 10:58
【邀请诺贝尔奖、图灵奖得主、两院院士、各行业专家,请联系五洲名家智库】 《财经》年会2025预测与战略暨2024全球财富管理论坛于12月13日—15日在北京举行。清华大学中国经济思想与实践研究院院长李稻葵应邀出席,并以"名 义GDP回升+重点城市楼市企稳"为主线,给出2025年宏观走势四大判断,为仍处于政策观望期的房地产与资本市场注入确定性。 一、把"5%"写进预期:名义GDP目标首次被量化 李稻葵测算,2024年首三季度名义增速仅4.02%,与7%潜在水平缺口逾2.5个百分点,2025年只要物价回暖、PPI转正,即可推升名义GDP重返5%以上。该数 值当天即被多家券商采入年度策略报告,成为投资时钟的"基准锚"。 二、"北上广转稳"定音:一线城市限购退出获学术背书 他明确预判,北京、上海、广州、成都将于明年大面积取消限购,标志着"市场底"先于"政策底"出现。话音落地,A股地产指数午后放量拉升2.8%,人民币 地产股离岸反弹3.1%,资本市场用真金白银为"转折年"投票。 三、股市盈利锚上移:名义增速→企业利润→估值修复 李稻葵指出,名义GDP每回升1个百分点,上市板块整体盈利可增厚约800亿元,对应全A市盈率扩 ...
经济学家张燕生赋能中国住交会|房地产领域专家赋能
Sou Hu Cai Jing· 2025-10-10 10:58
【邀请诺贝尔奖、图灵奖得主、两院院士、各行业专家,请联系五洲名家智库】 2021年12月23日,CIHAF第二十二届中国住交会在京举行。正值需求收缩、供给冲击、预期转弱"三重压力"叠加,中国国际经济交流中心首席研究员、国家 发改委学术委员会原秘书长张燕生应邀出席并发表主旨演讲,首次将"房地产基本面"纳入宏观经济基本盘,为2022年行业政策转向提供权威坐标。 一、把"稳地产"写进宏观大盘 张燕生提出"精准施策稳定宏观经济基本盘,政策发力要适当靠前",明确房地产不再是"单独行业",而是与中小微、制造、风险化解并列的"四大支柱"。该 表述当天即被多家券商列为2022年地产板块核心投资逻辑,申万房地产指数次日放量上涨3.4%,提前交易"政策底"。 二、财政前置:减税降费+超前基建双轮驱动 他建议"适度超前开展基础设施投资",并配套"新的减税降费",把资金端与需求端同步前置。财政部随后在2022年预算草案中新增1.2万亿元专项债限额, 优先用于保障性租赁住房、城市更新、地下管网等地产上下游,预计拉动行业投资8—10个百分点。 三、货币灵活:为"高质量转型"止痛 "灵活适度、合理充裕"被赋予新内涵: 灵活——对出险企业项 ...
融创中国9月合同销售额12.9亿元
Bei Jing Shang Bao· 2025-10-10 10:48
北京商报讯(记者 王寅浩 李晗)10月10日,融创中国披露9月未经审核经营简报。简报显示,9月融创 中国、附属公司连同合营公司及联营公司实现合同销售金额约12.9亿元,合同销售面积约7.9万平方米, 合同销售均价约1.63万元/平方米。 ...
保利置业集团(00119)称不知股价及成交量上升原因 建议股东及潜在投资者不要依赖有关集团的市场传言
智通财经网· 2025-10-10 10:46
Core Viewpoint - Poly Property Group (00119) has acknowledged the recent increase in its share price and trading volume, but has confirmed that it is unaware of any reasons for these fluctuations or any information that must be disclosed to prevent a false market in its securities [1] Summary by Categories - **Share Price and Trading Volume** - The company has noted a rise in its share price and trading volume recently [1] - **Company's Response** - After reasonable inquiries, the company has confirmed that it does not know of any reasons for the price and volume changes [1] - The company has stated that there is no information that must be disclosed under the Securities and Futures Ordinance to avoid creating a false market [1] - **Advice to Shareholders and Investors** - The company advises shareholders and potential investors not to rely on market rumors regarding the group [1] - It emphasizes that information should be based on announcements published on the Hong Kong Stock Exchange's website [1] - Shareholders and potential investors are urged to act with caution when trading the company's shares [1]
世茂集团9月合约销售额19.01亿元
Bei Jing Shang Bao· 2025-10-10 10:35
北京商报讯(记者 王寅浩 李晗)10月10日,世茂集团披露9月未经审核经营简报。简报显示,9月世茂 集团及其附属公司合约销售额约为19.01亿元;合约销售面积约为15.52万平方米,平均销售价格约为 1.22万元/平方米。 ...
港股10日跌1.73% 收报26290.32点
Xin Hua Wang· 2025-10-10 10:35
新华社香港10月10日电 香港恒生指数10日跌462.27点,跌幅1.73%,收报26290.32点。全日主板成交 3337.37亿港元。 国企指数跌171.81点,收报9358.32点,跌幅1.8%。恒生科技指数跌211.59点,收报6259.75点,跌幅 3.27%。 蓝筹股方面,腾讯控股跌3.55%,收报651.5港元;香港交易所跌2.67%,收报444.6港元;中国移动涨 0.53%,收报84.8港元;汇丰控股跌0.48%,收报103.5港元。 香港本地股方面,长实集团跌0.78%,收报38.4港元;新鸿基地产涨0.41%,收报96.8港元;恒基地产涨 0.37%,收报27.34港元。 中资金融股方面,中国银行涨0.24%,收报4.2港元;建设银行涨0.69%,收报7.34港元;工商银行涨 0.18%,收报5.66港元;中国平安涨0.75%,收报53.9港元;中国人寿涨0.91%,收报22.06港元。 石油石化股方面,中国石油化工股份无升跌,收报4.11港元;中国石油股份涨0.14%,收报7.27港元; 中国海洋石油涨0.32%,收报18.86港元。 【纠错】 【责任编辑:赵阳】 ...
李嘉诚王健林预言成真!家里有2套房以上家庭,今年起或迎来3个结局
Sou Hu Cai Jing· 2025-10-10 09:52
前几天和老王聊天,他满脸愁容地告诉我:"家里两套房,一套自住,一套放在那儿收租,现在租金连物业费都不够,还得自 己贴钱。"老王不是个例,越来越多的多套房家庭正面临类似困境。这让我想起几年前房地产风口时,很多人争先恐后买房, 谁能想到如今会面临这样的局面? 近年来房地产市场悄然发生变化,多套房家庭的处境也随之改变。数据显示,截至2025年第二季度,全国住宅空置率达到 16.8%,较2020年上升了3.5个百分点。与此同时,住宅租金收益率持续下滑,一线城市平均租金收益率仅为1.7%,二线城市更 是低至1.3%。这意味着投资100万元的房产,一年租金收入还抵不上同等资金定期存款的利息。 多套房家庭所面临的困境,似乎印证了李嘉诚、王健林等人多年前的预言。早在几年前,他们就提出过房地产市场将迎来拐 点的观点,只是当时很多人并未当真。如今看来,这些预言正逐步应验。 根据我们的调研和数据分析,拥有多套房的家庭今年起或将面临三种可能的结局。 与此同时,持有成本也在上升。2025年全国平均物业费同比上涨8.7%,达到每平米3.8元/月。水电气暖等费用也有不同程度上 涨。据测算,一套100平米的空置房产,每年仅基础维护费用就需要 ...