美瑞健康国际(02327)盘中跌超5%，截至发稿，跌3.57%，报0.27港元，成交额72.19万港元。 消息面上，美瑞健康国际公布关连交易，向宇业集团及谈文生女士收购江苏懿德合共100%股权，后者 持有位于南京市的17项商业物业、3项住宅物业及34个停车位，总面积约5,306平方米，总现金代价1.25 亿人民币，将以内部资源拨付。公告称，江苏懿德主要于中国从事股权投资及物业租赁业务。集团主要 从事住宅及商业房地产业务。鉴于懿德物业所在地段优越，董事会拟透过江苏懿德持有懿德物业作投资 用途，并从中获取租金收入。 ...

消息面上，美瑞健康国际公布关连交易，向宇业集团及谈文生女士收购江苏懿德合共100%股权，后者 持有位于南京市的17项商业物业、3项住宅物业及34个停车位，总面积约5,306平方米，总现金代价1.25 亿人民币，将以内部资源拨付。公告称，江苏懿德主要于中国从事股权投资及物业租赁业务。集团主要 从事住宅及商业房地产业务。鉴于懿德物业所在地段优越，董事会拟透过江苏懿德持有懿德物业作投资 用途，并从中获取租金收入。 智通财经APP获悉，美瑞健康国际(02327)盘中跌超5%，截至发稿，跌3.57%，报0.27港元，成交额72.19 万港元。 ...

瑞安房地产(00272)发布公告，2025年年度，累计合约物业销售额达到人民币79.16亿元，其中包括住宅 物业合约销售额人民币72.46亿元和商业物业合约销售额人民币6.70亿元。合约物业销售累计已出售总建 筑面积为130,466平方米，平均售价为每平方米人民币6.07万元。另外，有4,003个车位于2025年年度售 出。 另外，除以上报告的合约物业销售额，截至2025年12月31日止，本集团取得认购销售总额为人民币6.39 亿元，预计将陆续于未来月份转成正式合约物业销售。 2025年下半年，合约物业销售额达到人民币44.43亿元，其中包括住宅物业合约销售额人民币39.56亿元 和商业物业合约销售额人民币4.87亿元。已出售建筑面积为67,932平方米，平均售价为每平方米人民币 6.54万元。另外，有2,929个车位于2025年下半年售出。 ...

2025年下半年，合约物业销售额达到人民币44.43亿元，其中包括住宅物业合约销售额人民币39.56亿元 和商业物业合约销售额人民币4.87亿元。已出售建筑面积为6.79万平方米，平均售价为每平方米人民币 65,400元。另外，有2,929个车位于2025年下半年售出。另外，除以上报告的合约物业销售额，截至2025 年12月31日止，集团录得认购销售总额为人民币6.39亿元，预计将陆续于未来月份转成正式合约物业销 售。 格隆汇1月9日丨瑞安房地产(00272.HK)发布公告，2025年年度，累计合约物业销售额达到人民币79.16 亿元，其中包括住宅物业合约销售额人民币72.46亿元和商业物业合约销售额人民币6.70亿元。合约物业 销售累计已出售总建筑面积为13.05万平方米，平均售价为每平方米人民币60,700元。另外，有4,003个 车位于2025年年度售出。 ...

2025年下半年，合约物业销售额达到人民币44.43亿元，其中包括住宅物业合约销售额人民币39.56亿元 和商业物业合约销售额人民币4.87亿元。已出售建筑面积为67,932平方米，平均售价为每平方米人民币 6.54万元。另外，有2,929个车位于2025年下半年售出。 另外，除以上报告的合约物业销售额，截至2025年12月31日止，本集团取得认购销售总额为人民币6.39 亿元，预计将陆续于未来月份转成正式合约物业销售。 智通财经APP讯，瑞安房地产(00272)发布公告，2025年年度，累计合约物业销售额达到人民币79.16亿 元，其中包括住宅物业合约销售额人民币72.46亿元和商业物业合约销售额人民币6.70亿元。合约物业销 售累计已出售总建筑面积为130,466平方米，平均售价为每平方米人民币6.07万元。另外，有4,003个车 位于2025年年度售出。 ...

田田曾于2022年5月至2025年6月担任某新能源物流公司的首席财务官；于2020年10月至2022年2月担任水滴公司财务副总裁；于2016年7月至2020年9月在 Zebra Global Capital担任执行董事；于2015年3月至2016年7月担任去哪儿网财务总监；于2011年10月至2015年3月担任世纪互联宽带数据中心有限公司财务 高级经理。 并于2006年8月至2010年7月担任毕马威华振会计师事务所的审计师，其后晋升为高级审计师，并开始其职业生涯。田田于2004年7月获得清华大学电气工 程及其自动化专业的工学学士学位，亦于2006年7月获得清华大学管理科学与工程专业的管理学硕士学位。 公开资料显示，碧桂园服务控股有限公司创立于1992年，2018年6月19日在香港交易所主板上市，2020年全面升级品牌。碧桂园服务为住宅、商业物业、 写字楼、产业园、政府大楼医院、学校及其他公共设施等多种业态提供服务。 业绩方面，今年上半年碧桂园服务实现营收231.9亿元，同比增长10.16%；归母净利润9.966亿元，同比减少30.81%。 编辑吴怡漪责编朱峰校审宋华 12月7日，碧桂园服务(06098)发布公 ...

Core Insights - National Electric Holdings (00213) reported a revenue of HKD 285 million for the six months ending September 30, 2025, representing a year-on-year increase of 13.4% [1] - The net profit for the same period was HKD 23.562 million, reflecting a year-on-year growth of 10.4% [1] - Basic earnings per share were recorded at HKD 0.0257 [1] Business Performance - The watch manufacturing and watch accessory trading segment showed slight improvement compared to the same period last year [1] - The group's premium commercial property investments performed well, with satisfactory results [1]

Core Viewpoint - NATIONAL ELEC H (00213) reported a revenue of HKD 285 million for the six months ending September 30, 2025, reflecting a year-on-year growth of 13.4% [1] - The net profit for the same period was HKD 23.562 million, showing a year-on-year increase of 10.4% [1] - Basic earnings per share were reported at HKD 0.0257 [1] Revenue Performance - The revenue of HKD 285 million represents a 13.4% increase compared to the previous year [1] Profitability - The net profit of HKD 23.562 million indicates a 10.4% growth year-on-year [1] - Basic earnings per share stood at HKD 0.0257 [1] Segment Performance - The watch manufacturing and watch accessories trading segment showed slight improvement compared to the same period last year [1] - The performance of the premium commercial property investment segment was satisfactory, contributing positively to overall results [1]

Core Viewpoint - The report from CMB International highlights the asymmetric recovery opportunities in the Hong Kong real estate market, indicating that the recovery will be a gradual process encompassing various asset sub-sectors [1] Group 1: Market Recovery Insights - The recovery of the Hong Kong real estate market is expected to be a multi-faceted process rather than a singular event [1] - Key catalysts for the market recovery include improvements in macroeconomic uncertainty, significant policy easing, and the return of fundamental demand drivers such as demographic trends [1] Group 2: Investment Recommendations - CMB International recommends New World Development (00016) and Link REIT (00823) as preferred picks for residential and commercial properties, respectively, with target prices set at HKD 111.7 and HKD 45.7 [1] - The firm anticipates that investors will prioritize the recovery of the residential sector, followed by high-quality retail assets and core office spaces [1] Group 3: Rental and Price Projections - Continuous population inflow in Hong Kong is expected to drive housing demand, particularly in the rental market [2] - Rental levels are projected to increase by approximately 3-5% in 2025, with annual growth of about 3% in 2026 and 2027 [2] - Residential prices are forecasted to rise by 3-5% in 2025, 5% in 2026, and 5% in 2027, driven by positive net rental returns and interest rate cuts [2]

Core Insights - Guangzhou's horse racing track land is entering the compensation phase, with a total compensation amount of approximately 10 billion yuan, indicating significant progress in the land's redevelopment [1][2] - The land, located in the prime area of Zhujiang New Town, is considered a "rare piece" and is expected to invigorate the Guangzhou land market, with potential listing for sale in the first half of next year [1][2] - The land's redevelopment plan includes a total construction area of 730,000 square meters, comprising 220,000 square meters for high-end residential, 500,000 square meters for commercial, educational facilities, and public spaces [2][3] Company Involvement - Yuexiu Group is the largest shareholder in the horse racing track project, holding a 49.85% stake, and is actively involved in the development and infrastructure enhancement of the area [3] - The total investment for the urban space improvement project in Zhujiang New Town, where the horse racing track is located, is approximately 15.12 billion yuan [3] Market Trends - Guangzhou's land market has seen a significant increase in supply, with 12 plots listed this month, primarily in core areas, indicating a potential stabilization in the market [1][5] - The overall land supply in Guangzhou has been low in the first three quarters of the year, with a 39.51% year-on-year decrease in planned residential land area [5] - Analysts predict that the introduction of high-quality land will stimulate market demand and lead to a recovery in the real estate sector, particularly through the development of high-end residential projects [5]