三湘都市报全媒体记者 卜岚 通讯员 肖昱昊 国资密集售房可能影响二手房价格 住宅、商铺、车位……从西南小城到一线都市，地方国资平台正通过产权交易所密集挂牌出售房产，一 场全国性的国有资产盘活行动悄然进入高潮。 "地方城投承担着各种基建、保障性住房等建设性任务，地方财政对其上缴利润、资产保值增值的考核 又在加强，对其而言有着变现资产的动机。"广东省城乡规划院住房政策研究中心首席研究员李宇嘉表 示，今年以来国资密集售房，其主要原因包括"资产优化的瘦身策略""资金压力下的回血需求""政策推 动的盘活行动"等。 业内人士指出，国资平台已开始出售房产。究其原因，是部分建筑公司因无法收回工程款，只得通过出 售工抵房来变现；另有部分则是为了处理非核心资产，或是盘活与民企合作的房源。归根结底，这些举 措旨在盘活存量资产，"国企出售房产均遵循正规流程，且单个案例的规模相对较小，对整体市场的冲 击较为有限。然而，当前参与房产出售的主体日益增多，尽管单个主体的交易量不大，但累积起来无疑 会增加市场供给，这可能会对二手房的价格和成交周期产生间接的影响"。 据悉，四川西昌市一口气推出144套国有产权住房，分三个资产包拍卖：礼州中学经济 ...

每逢年末，A股市场便会掀起一波出售资产小高潮。 11月19日晚间，渝开发发布关联交易公告，公司董事会决议通过出售祈年悦城住宅资产的议案，交 易金额为1239.62万元。此次关联交易的目的是加快盘活出租困难的资产，对公司本期净利润影响约为 420万元。 这只是年底上市公司资产交易潮的一角。据记者不完全统计，10月以来，已有近三百家上市公司发 布了出售相关资产的公告，较前三季度频次明显增加，其中首次披露的资产出售公告超过百家。 一方面，年底出售资产有利于上市公司回笼资金，增厚利润。另一方面，部分上市公司也希望通过 剥离非核心资产，进一步聚焦主业。 较典型的如松炀资源，其在连续三年累计亏损约7.5亿元后，于11月15日公告，公司拟通过广东股 权交易中心公开挂牌转让亏损的全资子公司汕头市松炀新材100%的股权，拟定首次挂牌转让底价为1亿 元。同时公司为了降低运营成本，减少亏损，公司管理层经过审慎考虑，决定对松炀新材实施停产。 资产调整频繁 近期，A股上市公司频繁发布资产出售、股权转让或房产处置等公告，引发广泛关注。 梳理来看，大部分上市公司出售闲置或非核心资产，主要出于三方面考虑。一方面是回笼现金或获 得阶段性收益， ...

在业内人士看来，在房地产行业周期性调整与国有资产监管深化的双重背景下，出售房产成为地方国资 应对市场变化、匹配现实需求转变的可行路径。广东省住房政策研究中心首席研究员李宇嘉认为，今年 以来地方国资密集售房主要包括"资产优化的瘦身策略""资金压力下的回血需求"以及"政策推动的盘活 行动"等原因。 中国企业资本联盟副理事长柏文喜表示，地方国资挂牌出售房产背后既有共同的政策与资金背景，也有 资产本身的生命周期因素。"不少房源是早年的'竞配建'安置房、保障房，长期闲置或租金收益偏低， 持有成本高。"柏文喜认为，趁市场活跃度略有回升及时脱手，有利于"以旧换仓"，将资金配置到收益 更高或更符合主业方向的领域，盘活低效且闲置资产，优化资产结构。 近日，"西昌发布"的相关信息显示，受西昌市房地产事务中心委托，四川公信拍卖有限责任公司将对 144套住房，面向社会依法进行网络公开拍卖。另一边，贵州大诚建筑发展有限责任公司挂牌转让位于 重庆、江门、安顺等地11处房产，处置房源中大多数处于闲置状态。福州市长乐区发布挂牌转让公告， 福州市长乐区领航土地房屋开发有限公司定于11月21日在福州新区政务服务中心4层大拍卖间公开竞价 交易51 ...

中国企业资本联盟副理事长柏文喜表示，地方国资挂牌出售房产背后既有共同的政策与资金背景，也有 资产本身的生命周期因素。"不少房源是早年的'竞配建'安置房、保障房，长期闲置或租金收益偏低， 持有成本高。"柏文喜认为，趁市场活跃度略有回升及时脱手，有利于"以旧换仓"，将资金配置到收益 更高或更符合主业方向的领域，盘活低效且闲置资产，优化资产结构。 更早之前，北京、山东烟台等地均出现过地方国资挂牌出售房产的情况。记者梳理发现，近期多地国资 平台挂牌的房产，资产类型囊括住宅、商铺、车位等。 在业内人士看来，在房地产行业周期性调整与国有资产监管深化的双重背景下，出售房产成为地方国资 应对市场变化、匹配现实需求转变的可行路径。广东省住房政策研究中心首席研究员李宇嘉认为，今年 以来地方国资密集售房主要包括"资产优化的瘦身策略""资金压力下的回血需求"以及"政策推动的盘活 行动"等原因。 近日，关于地方国资平台公开拍卖房产的消息再次成为市场热议的话题。在业内人士看来，地方国资平 台公开拍卖房产并不是新鲜事，而且是通过公平、公正、公开的方式盘活存量资源，在确保国有资产不 流失的同时还能最大程度保值增值，所以并不能解读为"抛售"。 ...

Core Viewpoint - Recent actions by local state-owned asset platforms to sell properties have garnered significant attention in the industry, although such asset disposal is not new. The impact of these sales on the overall real estate market is considered limited, and there is no expectation of substantial discounts upon listing [1][4]. Group 1: Recent Sales Activities - Multiple local state-owned platforms have recently listed properties for sale, including residential units, commercial spaces, and parking spots. Notably, the city of Xichang in Sichuan has auctioned 144 state-owned housing units in three packages, with prices ranging from 3,017 yuan to 5,799 yuan per square meter [2][3]. - In Fuzhou, 51 market-oriented residential units were listed for auction, with total prices ranging from 447,000 to 1,536,000 yuan, averaging 11,000 yuan per square meter [2]. - Guizhou Dachen Construction Development Co., Ltd. has also listed properties in multiple cities, with prices between 220,000 and 730,000 yuan, most of which are currently idle [2][3]. Group 2: Reasons Behind Asset Sales - The surge in state-owned asset sales is attributed to several factors, including asset optimization strategies, financial pressures, and policy-driven asset activation initiatives. State-owned enterprises face pressures to maintain asset value and meet profit tax obligations, especially in light of stricter assessments on tax contributions [3][6]. - The 2022 State Council document emphasized the need for flexible methods to effectively activate various types of existing assets, which has influenced the current trend of asset sales [3]. Group 3: Market Impact Analysis - The impact of state-owned property sales on the overall market is expected to be minimal, as individual cases are relatively small in scale. However, the increase in supply from various entities, including state-owned enterprises, may lead to some market disturbances [4][6]. - The auction process for state-owned properties is structured to ensure fairness and asset value preservation, with initial listing prices set according to appraisals. Discounts may only occur in subsequent auction rounds if there are no bidders [5][6]. - The current real estate market is under downward pressure, and the influx of state-owned properties may contribute to ongoing adjustments in supply and demand dynamics, although it is unlikely to disrupt the overall stability of the market [6].

近期，陆续有地方国资平台挂牌出售房产，这一资产处置行为本身并不算新鲜，却在业内引发广泛关 注。 多地国资挂牌出售房产 近期，多地国资平台出现了集中挂牌多套房产的情况，挂牌出售的资产类型囊括住宅、商铺、车位等。 其中，四川西昌的批量卖房行动颇具代表性。11月6日，西昌方面委托拍卖公司一次性挂出144套国有产 权住房，分为三个"打包套餐"：礼州中学35套经济适用房，最小面积33平方米，均价仅3017元/平方 米；袁家山69套小区房，平均单价4997元/平方米；西城、东城的40套改善房，均价5799元/平方米。记 者注意到，这些房源多为经济适用房、保障房，产权明晰且部分带有固定车位，竞拍者首付仅需二点五 成，可办理75%的银行按揭贷款。 另外，值得一提的是，11月5日，福州长乐区挂出51套商品房，总价区间为44.7万至153.6万元，均价1.1 万元/平方米。 11月14日，贵州大诚建筑发展有限责任公司挂牌转让（降价延期）位于重庆、江门、安顺等地11处房 产，总价格在22万~73万元，处置房源中大多数处于闲置状态，保证金在6万～30万元不等。 而在更早之前，北京西城区国资旗下天恒置业集团一次性挂牌111套房产；吉林 ...

Core Viewpoint - The overall transaction volume of commercial properties in Hong Kong has shown a significant recovery in the first ten months of 2025, with a total of 3,700 contracts registered, indicating a 8.0% increase compared to the entire year of 2024, and reaching 92.5% of the total value from the previous year [1] Group 1: Overall Market Performance - In the first ten months of 2025, the total number of commercial property transactions reached 3,700, with a total value of HKD 531.88 billion, surpassing the 2024 total of 3,425 transactions [1] - The estimated total transactions for the year are projected to reach approximately 4,300, marking the highest level since 2022 [1] - The recovery is attributed to the peak of interest rates, gradual economic recovery, rising stock market, and significant price adjustments in commercial properties [1] Group 2: Office Market - The office sector, including hotels, recorded 861 transactions valued at HKD 217.43 billion in the first ten months of 2025, representing a 71.2% increase in volume and a 1.1 times increase in value compared to the same period in 2024 [2] - The number of transactions in the office sector has also increased by 32.7% and 40.3% compared to the total for the previous year [2] - Notable high-value transactions include the sale of a commercial building in Central for HKD 56.5 billion and a hotel for HKD 18.7 billion [2] Group 3: Industrial Market - The industrial sector recorded 1,939 transactions valued at HKD 134.06 billion in the first ten months of 2025, marking a 33.9% increase in volume and a 1.8% increase in value compared to the same period last year [2] - This figure also represents a 6.8% increase compared to the total transactions for the previous year [2] - A significant transaction involved the sale of warehouses in Tsuen Wan for HKD 4.76 billion [2] Group 4: Retail Market - The retail sector recorded 895 transactions valued at HKD 139.37 billion in the first ten months of 2025, reflecting an 18.7% increase in volume but a 5.1% decrease in value compared to the same period last year [3] - The total number of transactions has reached 93.7% of the previous year's total, while the value has reached 75.3% [3] - The decline in value is attributed to a high base from a significant transaction last year [3]

Group 1 - The company achieved a total commercial operating revenue of approximately 1.186 billion yuan in October 2025, representing a year-on-year growth of 7.65% [1] - From January to October 2025, the cumulative commercial operating revenue reached approximately 11.696 billion yuan, with a year-on-year increase of 10.49% [1] - The rental income includes rent, management fees, parking fees, and other miscellaneous management fees [1] Group 2 - In October 2025, the company realized a contract sales amount of approximately 1.419 billion yuan, with a sales area of about 191,500 square meters [1] - From January to October 2025, the cumulative contract sales amount was approximately 16.468 billion yuan, with a cumulative contract sales area of about 2.1506 million square meters [1]

Core Insights - The company reported a total commercial operating revenue of approximately 1.186 billion yuan in October 2025, representing a year-on-year increase of 7.65% [1] - Cumulative commercial operating revenue for the first ten months of 2025 reached approximately 11.696 billion yuan, reflecting a year-on-year growth of 10.49% [1] - The company achieved a contract sales amount of approximately 1.419 billion yuan in October 2025, with a sales area of about 191,500 square meters [1] - Cumulative contract sales for the first ten months of 2025 amounted to approximately 16.468 billion yuan, with a total sales area of about 2.1506 million square meters [1] Revenue Breakdown - The commercial operating revenue for October 2025 includes rental income from shops, office buildings, and shopping centers, as well as management fees, parking fees, and other miscellaneous management income [1] - The revenue data is subject to differences when compared to periodic report data as it is unaudited and intended for investor reference [1] Sales Performance - The company provided a regional breakdown of contract sales and sales area for October 2025, although specific regional data was not detailed in the provided text [2]

每经AI快讯，有投资者在投资者互动平台提问：请问贵司一区至五区的商铺面积共有多少万平方米？ 小商品城（600415.SH）11月10日在投资者互动平台表示，公司下属市场面积约800多万平方米，商位8 万余个。 （文章来源：每日经济新闻） ...