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首开股份:2025年上半年实现营收180.39亿元,归属股东净亏损18.38亿元丨财面儿
Cai Jing Wang· 2025-08-25 14:17
至报告期末,公司拟售、在售主要项目(含自持)148个,总建筑面积近4300万平方米,其中当期在建 面积约680万平方米。目前,公司京内主要项目69个,总规模约1560万平方米;京外片区已初步形成以 主要城市为重心,深耕结合周边扩展的区域布局,主要项目79个,总建筑面积约2740万平方米。报告期 内,公司房产销售结算收入175.78亿元、结算成本154.13亿元。 报告期末,公司实现物业租赁面积173万平方米,物业经营管理收入11.7亿元,酒店客房销售数量15.7万 间·天。报告期内,公司酒店物业经营等结算收入3.96亿元、结算成本3.65亿元。 8月25日晚间,首开股份(维权)发布2025年半年度报告。 报告显示,上半年,公司实现营业收入180.39亿元,同比增105.19%;归属股东净亏损18.38亿元,去年 同期亏损19.48亿元。上半年,公司实现签约面积72万平方米,签约金额114亿元,销售回款达155亿 元。 ...
广州房价从47000涨至65000元,背着房贷的中产得救了?
Sou Hu Cai Jing· 2025-08-24 19:44
市场分裂:广州业主梦"涨价",深圳豪宅却"跳水" 深圳南山区一位业主,今年4月首次挂牌价高达6200万,并放出"寻找有缘人"的豪言。然而,三个月过去,非但无人问津,甚至连一个还价的都没有。无 奈之下,他不得不一路调低价格:从5800万、5200万、4800万,一路降至3800万、2900万,最终以1900万的价格成交。这相当于直接打了三折! 这并非孤立事件。在深圳宝安中心区,也有另一套房产,从最初的3600万一路跌至1700万。这些案例无不清晰地昭示着:在"有价无市"的局面下,挂牌价 不过是一串数字游戏,无人接盘,一切都是空谈。 日前,一位在广州颇有影响力的中介向我们分享了一个令人玩味的案例。海珠区一位业主,突然将原本挂牌价47000元/㎡的房产,一跃调升至65000元/ ㎡。其判断依据是,随着中国股市(大A)的行情似乎预示着楼市即将触底反弹。一夜之间,一场看似轰轰烈烈的涨价狂欢拉开了序幕,但这场狂欢究竟 是市场真实回暖的信号,抑或是一场自欺欺人的幻想?今天,我们就来深入剖析这一现象。 涨价的底气:两个站不住脚的幻影 深入探究,你会发现,这位海珠区的业主并非孤例,不少房东都抱持着"逆势涨价"的心态,而他们信奉 ...
速看2025选择“留房”是“留钱”?内行人一语道破,涨知识了!
Sou Hu Cai Jing· 2025-08-23 10:50
2025:留房?留钱?中国家庭的财富抉择 2025年,中国的房地产市场正经历着一场前所未有的变革,国民经济的晴雨表正在剧烈波动。无数家庭站在十字路口,面临着一个至关重要的财富抉择:是 继续持有房产,还是将资产变现,握紧现金?这个看似简单的选择背后,隐藏着深刻的市场逻辑和巨大的财富差异。 让我们先审视一下宏观背景。国家统计局最新数据显示,房地产市场已步入调整期。2025年上半年,70个大中城市中,过半数的新建商品住宅价格环比下 降。尽管一线城市房价同比小幅上涨1.2%,二线城市基本持平,但三四线城市的跌幅却扩大至5.8%。这种市场分化的加剧,预示着房地产已不再是稳赚不 赔的单一升值工具。 挑战如影随形。流动性紧缩、人口结构变化等问题交织在一起。2024年,全国出生人口仅为956万,创下1949年以来的新低,曾经的人口红利逐渐消退,对 住房需求产生深远影响。更令人警醒的是,全国住房空置率已高达21%,部分三四线城市甚至超过30%。这些冰冷的数据都在无情地提醒我们:房地产市场 正在发生质变。 值得注意的是,投资多元化正成为新的趋势。2025年上半年,国内权益类基金规模增长23%,保险理财产品销售额增长31%。越来越 ...
现在卖掉房子,是假“聪明”还是?内行人一席话道破真相
Sou Hu Cai Jing· 2025-08-23 06:10
在房地产市场风云变幻的当下,是否应该出售房产成为横亘在许多人面前的一道难题。看空者预言房价下跌,捂盘惜售终将血本无归;而看多者则坚信政策 底已现,此时抛售无异于贱卖资产。一时间,众说纷纭,莫衷一是,普通民众更是深陷两难。 早在2025年的一次企业家峰会上,万达集团创始人王健林就一针见血地指出,房产买卖绝非一概而论,明智与否需视具体情况而定。 审视市场现状:深度调整期的楼市 li 19 . and and the first for the program and the production of the may be the sent of the may be the sent of the see and din n Fi FAZA HE HOLE PERFEL ies : a stransaria gs week i ........ 1 hand | Prop Ball Can Comment College El FESS 2012 . 2. 122 1 11 2 2 8 2 242 the state of the state of the state . In 1 994900 a - Cas ...
李嘉诚再抛房!大湾区400套入市,释放哪些信号?
Sou Hu Cai Jing· 2025-08-22 15:00
最近刷新闻,李嘉诚又刷屏了——这次不是因为收购欧洲基建,也不是因为投资生物科技,而是他旗下的长实集团在大湾区一口气甩出400 套房子,价格直接"骨折"。惠州泷珀花园51平方米的小户型总价仅44万,单价8554元/㎡,直接砍到原价的6折;东莞海逸豪庭的别墅项目, 更是把1999年拿的低价地块重新包装上市,摆明了要"清仓大甩卖" 。这波操作背后,到底藏着哪些不为人知的信号? 一、低价囤地20年,这波"割肉"其实在"吃肉" 李嘉诚这次抛售的房产,大多是早年低价囤的"老盘"。比如东莞海逸豪庭的地块,1999年拿地成本不足千元/㎡,现在就算降价到1.5万/㎡, 利润率仍超35%。这种"囤地20年,一朝套现"的玩法,正是他最擅长的"时间差游戏"。当年他靠低价拿地、长期捂盘、高位抛售的模式,在 国内赚得盆满钵满,成都南城都汇项目囤地16年净赚38亿港元,堪称教科书级操作。 但现在情况变了。中央出台盘活存量土地政策,深圳试点闲置土地强制收回,直接掐断了他"囤地生金"的财路。更要命的是,大湾区非核心 城市房价跌得厉害,惠州海景房从1万+/㎡跌到五六千,东莞、中山库存去化周期超过40个月,再不卖就真砸手里了 。所以这次看似"割 ...
少见!北京居然破天荒率先救市了,这信号很惊人!
Sou Hu Cai Jing· 2025-08-20 23:47
Core Viewpoint - The Beijing real estate market is experiencing significant challenges, prompting the government to implement new policies aimed at stimulating demand and alleviating financial pressures on buyers [2][12]. Group 1: Policy Changes - The recent policy changes include lifting purchase restrictions for local and eligible non-local buyers outside the Fifth Ring Road, allowing single individuals to purchase homes [2]. - The public housing loan limit for second homes has been increased from 600,000 to 1,000,000, with some eligible for up to 1,400,000, providing more financial flexibility for buyers [2]. - The down payment requirement for second homes has been standardized at 30%, and the criteria for first-time homebuyers have been relaxed, significantly reducing the financial burden on purchasers [2]. Group 2: Market Conditions - 81.4% of new housing inventory is located outside the Fifth Ring Road, indicating a significant oversupply in these areas [2]. - The market remains sluggish, with a 15.56% month-on-month decline in second-hand home transactions in July and a 7.32% year-on-year price drop, marking 28 consecutive months of price declines [2]. - The local government's financial strain is evident, with land transfer revenue down 43% year-on-year, highlighting the economic pressures influencing policy decisions [3]. Group 3: Financial Risks - The non-performing loan ratio for housing loans in Beijing has increased by 0.8 percentage points within six months, indicating rising financial risks in the real estate sector [4]. - Property values have significantly decreased, with properties previously valued at 8 million now assessed at a maximum of 5.5 million, raising concerns among lenders [5]. - A survey indicates that 92% of respondents believe housing prices will continue to decline, reflecting a lack of confidence in the market [6]. Group 4: Future Outlook - There are indications that additional supportive measures may be introduced, such as interest-only repayment options for the first five years of loans, which could ease monthly financial burdens for buyers [9]. - The government is also exploring ways to convert excess inventory into affordable housing, which could help alleviate the pressure on both homeowners and new buyers [11]. - Despite the new policies, market reactions have been tepid, with reports of increased listings for discounted properties, suggesting that sellers are eager to capitalize on perceived policy benefits [11].
现在卖房是聪明还是愚蠢?王健林给出标准答案,让我恍然大悟!
Sou Hu Cai Jing· 2025-08-20 20:48
让我们首先审视一下客观数据。进入2025年,中国城镇住房空置率已然触目惊心地飙升至21.8%,远远超过国际公认的5%这一合理警戒线。与此同时,在全 国70个大中城市中,多达53个城市的新建商品住宅价格出现了同比下跌,其中跌幅最高的甚至达到了7.9%。更令人关注的是,房产交易的周期也显著拉 长,从过去的几天便可成交,延长至平均97天,房子的流动性明显下降。种种迹象无不清晰地昭示着,房地产市场确实已经告别了黄金时代,进入了一个深 度调整期。 正是在对市场现状进行充分分析的基础上,王健林提出了房产决策的三大关键因素,为我们拨开了眼前的迷雾:区域发展前景、个人财务状况和资产配置多 元化。 楼市抉择:迷雾中的理性之光——王健林的启示与你的最优解 最近,我身边的许多朋友都忧心忡忡地向我抛来同样的问题:"房价跌了这么多,现在到底该不该卖房?是不是应该壮士断腕,及时止损,还是再等等看有 没有反弹的机会?"他们的共同点是,手中握有多套房产,并非专业的炒房客,只是当年手头有些闲钱,不知该如何投资,便一股脑地购置了房产,如今却 陷入了进退两难的境地,卖,舍不得,不卖,又寝食难安。 坦白说,这个问题并没有放之四海而皆准的标准答案。然 ...
2025年房产中介必知!帮客户选楼层不踩坑指南
Sou Hu Cai Jing· 2025-08-17 02:45
Group 1 - The importance of selecting the right floor for clients in real estate is emphasized, as it affects both client satisfaction and the agency's reputation and performance [1] - Key factors to consider when choosing a floor include light and ventilation, with middle floors (1/3 to 2/3 of the building height) being ideal due to better lighting and less humidity compared to lower floors [3] - Noise and privacy are critical considerations, with lower floors being more susceptible to street noise and higher floors potentially leading to long elevator wait times during peak hours [4] Group 2 - Price considerations are essential, as middle floors are more sought after and thus more expensive, while top and bottom floors may have discounts but could have structural issues [6] - Different client needs dictate floor preferences, with middle floors being practical for families and near schools, while investment clients may prefer near-top floors for better resale value [7] - New trends in 2025 include high-rise buildings with new air circulation systems becoming more popular, and older buildings gaining value after installing elevators, making previously undesirable floors more attractive [7][8]
远洋集团(03377.HK)七月协议销售额约13.7亿元
Jin Rong Jie· 2025-08-15 02:53
2025年1月1日到7月31日的累计协议销售额约为147.4亿元;累计协议销售楼面面积约为956,400平方米; 累计协议销售均价为每平方米约15,400元。 【财华社讯】远洋集团(03377.HK)公布,公司连同其附属公司、合营公司及联营公司就2025年七月的协 议销售额约为13.7亿元(人民币,下同);协议销售楼面面积约为107,400平方米;协议销售均价为每平方米 约12,800元。 本文源自:财华网 ...
房企巨头被迫转行?2025年楼市的变化,马云8年前那句话说对
Sou Hu Cai Jing· 2025-08-14 04:08
Core Viewpoint - The Chinese real estate market in 2025 has experienced a dramatic transformation, with property prices plummeting and a stark contrast to the previous boom years, leading to unprecedented challenges for developers and investors [1][4]. Group 1: Market Conditions - In 2025, the national population has seen a continuous decline for three years, with newborns dropping below 9 million and the elderly population exceeding 310 million, indicating a significant demographic shift [1]. - The total area of unsold commercial housing in China has reached 780 million square meters, with a substantial number of vacant properties, enough to accommodate 210 million people [3]. - The inventory turnover period in some cities has extended to 38 months, highlighting severe oversupply issues in the housing market [3]. Group 2: Developer Challenges - Real estate companies face a debt repayment scale of 3 trillion yuan in 2025, prompting even major players like Vanke to sell commercial assets to recover funds [4]. - Developers are adopting extreme measures to survive, including offering zero down payments and long-term price guarantees, with some even diversifying into unrelated businesses [4]. - The shift in focus from profit to survival is evident, as companies prioritize staying afloat amid the crisis [4]. Group 3: Government Response - The central government has initiated measures to accelerate the construction of affordable housing, aiming to build 6 million units within five years [4]. - The proportion of existing home sales has surged to 26.5% in 2025, with some projects selling out immediately upon launch [4]. - Tax reductions for second homes are being trialed in 60 cities, although challenges remain for investors in the market [4]. Group 4: Changing Consumer Behavior - The rental marriage rate has surpassed 40%, with many young couples opting to rent rather than buy, reflecting a shift in consumer preferences [4]. - New policies promoting "rent and purchase rights" are leading to the rapid expansion of long-term rental apartments, while smaller brands face intense price competition [4]. - Despite lower down payments and interest rates, industry insiders advise buyers to adhere to strict financial guidelines when purchasing property [5].