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20宗地!12月,广州土拍一把“梭哈”!
Sou Hu Cai Jing· 2025-12-03 08:12
今年12月,广州土拍是否能重现去年的生猛,再创佳绩?蛮值得期待的。 为了顺利卖地,广州把很多压箱底靓地都拿出来了: 金融城浪奇北地块、荔湾玻璃厂地块、翠城花园东地块、白云新城地块等,网传今年王炸马场地块也即将挂牌。 不仅如此,郊区也拿出一些靓地,主城区远郊全面开花,准备合力拱火今年土拍收官之月。 最终结果,不仅事关今年卖地收入,更将深刻影响明年广州楼市格局。 1 土拍冲得这么猛,可见广州土发确实是着急了。 12月,广州土拍将迎来高强度爆发! 为了猛冲KPI,广州拿出20宗宅地(截至11月30日),总价超254亿元,准备在今年末班车集中发力。 截至目前,今年广州只出让49宗宅地,合计约310亿元,不到去年772亿元的一半。 462亿元的业绩差距要在12月赶超,其实还是有一点压力的。 | | 2022年以来广州拍地情况一览 来源:公开信息整理 制表:在湾区 | | | --- | --- | --- | | 年份 | 成交量(宗) | 成交金额(亿元) | | 2025 (1-11月) | 49 | 310.3 | | 2024 | 66 | 772 | | 2023 | 64 | 1183 | | 2022 | ...
NewGen Reports Nine-Month 2025 Results with Balance Sheet Strengthened to $66.75 Net Asset Value Per Share
Globenewswire· 2025-12-02 13:00
BANGKOK, Dec. 02, 2025 (GLOBE NEWSWIRE) -- NewGenIvf Group Limited (NASDAQ: NIVF) (“NewGen” or “the Company”), a technology-driven company building a diversified ecosystem across fertility technology, digital assets, and real estate development, today reported its unaudited financial results for the nine months ended September 30, 2025. Financial Highlights for the Nine Months Ended September 30, 2025 Net income attributable to the shareholders of the Company was $17.5 million, a significant improvement fro ...
深耕区域、抱团拿地,民企抢滩年末土地市场
21世纪经济报道记者吴抒颖 2025年的最后一个季度,各地土地市场全面开仓放粮。 克而瑞数据显示,2025年11月,土地成交规模环比回升,当月土地成交建筑面积和金额分别环比增长 39%和57%。供地规模进入年末放量周期,截至11月25日,全国土地供应建筑面积2.9亿平方米,当月环 比上升250%。 进入2025年最后一个月,全国各地加速冲刺。克而瑞统计显示,今年12月,22个重点城市计划出让125 宗含宅土地,起拍总价达1723亿元。本月计划出让的土地中,底价超过100亿元城市为广州、武汉、重 庆、北京、无锡。 上海、广州等一线城市热度也持续回升,今年11月,一线城市土地成交量价同比回升。截至11月24日, 全国商住办类招拍挂成交建筑面积8604万平方米,其中一线城市上升36%。成交金额方面,一线城市同 比上升43%。 与此同时,民营企业在土地市场更趋活跃。接近年底,大华集团、佳运置业在上海落子;懋源股份也在 北京斩获一宗土地,滨江集团也持续加码土地市场,在杭州、成都等地有所收获。 今年年底土地市场热度有所回升,一方面是各地加快土地供应,另一方面则是临近年关,房企抓紧补仓 完成投资任务。从当前的市场情况来看, ...
Why China hasn't bailed out Vanke: Economist on property sector outlook
Youtube· 2025-12-02 05:08
Core Viewpoint - The Chinese property sector is experiencing a significant decline, with sales and investment decreasing at an accelerating rate, leading to a pessimistic outlook for the second half of the year despite initial hopes for recovery [1][3][4] Property Sector Performance - Property prices in tier one cities have dropped by 30%, while in tier two cities, the decline is between 40% to 50% or more [5] - The government announced a 300 billion yuan bailout fund to address unsold inventories, but this amount is insufficient compared to the sector's annual sales of approximately 7 trillion to 8 trillion yuan [5][6] - The ongoing issues in the property sector have persisted for nearly five years, with many developers facing financial difficulties and investigations due to past aggressive expansion and illicit activities [4][7] Economic Dichotomy - There is a noticeable divide in the Chinese economy, with high-end manufacturing and AI sectors performing well and gaining market share, while the property sector continues to struggle [2][3] - The property sector's contribution to overall economic growth is diminishing, leading to a perception that its weaknesses can be overlooked [3][4] Market Sentiment and Reactions - Investors appear to be more comfortable with the ongoing property market issues, possibly due to a belief that policymakers will prevent a complete collapse that would affect other economic sectors [4][6] - The current market sentiment reflects a shift towards equities, as investors may be reallocating capital away from the struggling property sector [8] Future Outlook - The potential for a government bailout remains uncertain, as there is a concern about creating moral hazards and the sheer scale of financial support needed to effectively stabilize the property sector [6][7] - The experience of Japan's prolonged economic stagnation is cited as a possible parallel for China's property sector challenges, suggesting a drawn-out recovery process [7]
多所高校买房“爆改”学生宿舍 改善学生住宿条件
今年以来,多所高校下场购买存量房"爆改"学生宿舍,尝试另辟蹊径,解决宿舍短缺问题的同时,盘活 周边存量房。 除了买房之外,租房也是高校解决宿舍短缺、盘活存量用房的探索方向。据中国政府采购网,今年以来 浙江大学、中国政法大学等拟租赁周边存量房屋,用作学生宿舍。 (文章来源:21世纪经济报道) 近日,中国矿业大学(徐州)拟斥资2.93亿元,购置存量房地产用作学生宿舍一事引热议。实际上,湖 北大学才是"第一个吃螃蟹的人"。今年2月,湖北大学拟花费近两亿元,收购武汉城建·水岸352套存量 商品房用作学生宿舍。9月初,城建·水岸学生宿舍已投入使用,新增学生床位2800个,学生床位紧张问 题得到解决。 ...
合肥多个“沉睡”地标重启!
Sou Hu Cai Jing· 2025-12-01 14:04
除了联投中心书城外,合肥还有多个烂尾楼官宣复活! 本月,原宝能城项目举行复工仪式,三大地块均会同时动工。在现场,红色背景大牌上"滨湖启新篇 安徽新主场"大字醒目。 住宅由绿城管理和中铁置业联合代建,并汇聚了包括GAD、奥雅设计、真工设计及CCD(香港郑中)等国内外顶尖设计团队进行整体设计,以绿城顶尖产品 系为基准,立面品质对标潮鸣系东方美学与月华系现代风格,打造合肥首个万方三大会所集群,创新融合全龄段生活场景:纵深超120米峡谷沉浸式景观 带、结合全地块抬高、新计容标准设计,打造滨湖高端人居封面标杆。 目前,项目住宅地块规划已批前公示! 根据公示内容来看,住宅地块共规划31栋楼,以大高层为主,搭配部分小高层,房源总套数为1603套。 根据此前消息,A地块为纯居住用地,是环湖CBD板块仅剩的未开发的居住用地。 C地块商业由华润万象生活专业运营,打造万象系列购物中心,C地块酒店会引入豪华品牌兰博基尼首进合肥。 D地块为商办用地,以办公类产品为主,并搭配少量配套商业、以及写字楼等。 从现场可以看到,工人们正在有条不紊的进行工作,挖土机正在作业,伴随着"轰隆"闷响,大块泥土已堆成了小山。现场钢筋敲打声、工人交谈声、工 ...
固定收益部市场日报-20251201
Zhao Yin Guo Ji· 2025-12-01 07:18
In LGFV space, we saw better buying across the credit curve. Chinese RMs/AMs were buying the front end, whilst HFs and retails the higher- yielding issues. Fixed Income Credit Commentary 1 Dec 2025 Glenn Ko, CFA 高志和 (852) 3657 6235 glennko@cmbi.com.hk CMBI Credit Commentary Fixed Income Daily Market Update 固定收益部市场日报 Trading desk comments 交易台市场观点 Last Friday, we saw small better buying on JP/AU financial names MIZUHO/SUMIBK/QBEAU/ANZ/WSTP and TW lifers like NSINTW. There were balanced two-way flows on Chines ...
X @外汇交易员
外汇交易员· 2025-12-01 03:44
克而瑞地产研究与中指研究院并未如期在11月末公布当月的全国百强开发商房屋销售总额数据。🗒️此前万科关于延迟偿付一只境内债券的提议,导致部分境内债券大跌并触发临停,并引发市场对中国地产股的抛售。外汇交易员 (@myfxtrader):万科周三股债均跳水,受“深圳地铁收紧放贷”以及“质疑万科是否正预备进行债务重组”的传闻影响,万科港股跌超5%,多只境内债跌停。此外,万科于11月25日先后在武汉、杭州两个城市,联合国企底价拿下了2宗地,合计总价逾14亿元。公开拿地动作被解读为公司仍有余力聚焦房地产主营业务的积极信号。 ...
中国:当前三件事_ Three things in China
2025-12-01 03:18
Three quick highlights from China: n Official PMIs show weak November activity: In the November official NBS PMIs, both the manufacturing and non-manufacturing indices missed expectations. Although the manufacturing and construction PMIs rose from October—manufacturing PMI from 49.0 to 49.2 and construction PMI from 49.1 to 49.6—the services PMI fell from 50.2 to 49.5. November marks only the second time on record that all three official NBS PMIs were below 50, with the previous occurrence in January 2020 w ...
中指研究院:华润置地、保利发展、招商蛇口领跑上海楼市销售榜
转自:新华财经 新华财经上海12月1日电(谈瑞)2025年接近年末,上海房地产市场在调整中呈现出结构性分化特征。 中指研究院最新发布的数据显示,1-11月上海新房市场供需虽出现下滑态势,但核心区域优质楼盘持续 热销,头部房企凭借稳健布局领跑销售榜单,土地市场运行平稳。一系列市场信号显示,在宽松政策基 调支撑下,上海房地产市场正逐步修复信心,向稳发展。 销售业绩方面,2025年1-11月,上海房地产销售业绩TOP30企业合计销售额达4392.9亿元,销售面积合 计621.2万平方米,市场集中度保持较高水平。其中,销售额突破150亿元的房企有10家,华润置地、保 利发展、招商蛇口成为年度销售金额榜的"三驾马车",分别以417.9亿元、395.8亿元和387.8亿元的成绩 占据前三名。销售面积榜单上,同样是这三家企业领跑,招商蛇口以65.0万平方米的销售面积位居首 位,保利发展和华润置地分别以57.1万平方米和45.3万平方米紧随其后,显示出头部房企在上海市场的 深厚积淀与强劲竞争力。 权益销售数据更能反映房企的真实经营实力。2025年1-11月,上海房地产权益销售业绩TOP30企业合计 销售2954.6亿元,权益 ...