开源证券研报指出，天健集团上半年实现营业收入同比增长，受毛利率下行影响归母净利润大幅下降， 公司整体业务运行稳健，城市服务业务进展顺利。上半年公司在赣州区域上半年中标10.73亿元，汕尾 区域中标4.94亿元，中标深圳、佛山、武汉等地能源建设项目6个。城市服务方面，2025年上半年，公 司承接深圳市养护道路4880条，道路总长3445.05公里，总面积7226.92万平方米；承接深圳市养护桥梁 1118座，桥梁总长141.9公里，总面积223.68万平方米；承接深圳市养护隧道管养单洞45个，隧道总长49 公里，总面积77.68万平方米。公司主要在售楼盘20个，未售面积80.92万平方米，未结转的建筑面积 115.96万平方米；在建项目7个，累计计容建筑面积91.64万平方米。看好公司服务创新探索新的增长 点，维持"买入"评级。 ...

8月26日晚间，滨江集团（002244）公布了2025年的半年报。实现营业收入454.49亿元，同比增长 87.8%；归属于母公司所有者的净利润18.53亿元，同比增长58.87%。在市场处于筑底期的当下，滨江集 团的营收及利润增幅，都是大多数房地产企业难以企及的。因此，财务报表一经公布，便赢得了外界的 一篇赞誉。只是很少有人关注到，滨江集团另一项特别的指标，比已经公布的财务报告更为难得。这一 指标，即滨江集团的库存管控水平，尤为引人注目。如果将存货扣除合同负债，滨江水平的存货账面价 值，仅为当期股东权益的3/5。在当下的地产行业，即使是国央企都难以做到。 依托这项技能，滨江集团可以在减少贷款规模的情况下高速发展。半年报披露，截至2025年6月30日， 公司的并表有息负债规模333.52亿元，较2024年末下降40.83亿元。得益于现金债务比的持续攀升，滨江 集团的融资成本已降至3.1%的低位。但克而瑞统计，同期公司的新增土地货值规模却从2024年中的 334.4亿元，飙升至2025年年中的516.2亿元。 存货管理行业第一 如果根据2025年房地产开发企业综合实力测评结果，滨江集团的存货周转速度在TOP50 ...

8月26日，滨江集团发布2025年半年度报告。 公告显示，2025年上半年，公司营业收入为454.49亿元，同比增长87.80%；实现净利润26.92亿元，同 比上升120%，其中归母净利润18.53亿元，同比上升58.87%。主要系公司2025年上半年交付楼盘体量较 上年同期增加所致。 报告期内，公司实现销售额527.5亿元，位列克而瑞全国房企排行榜第10位，民营企业第1位。 报告期内，公司总资产2406.44亿元，较上年末下降7.12%，归属于上市公司股东的净资产294.26 亿元， 较上年末增长6.90%，扣除预收款后的资产负债率为57.8%，资产负债结构进一步优化。 报告期内，新增土地储备项目16个，其中金华2个，杭州14个，继续巩固杭州市场份额。报告期内新增 项目计容建筑面积合计100.67万平方米，总土地款332.72亿元。截止报告期末，公司土地储备中杭州占 73%，浙江省内非杭州的城市包括金华、湖州、宁波等经济基础扎实的二三线城市占比17%，浙江省外 占比10%。 在区域布局上，遵循优质原则，即优质城市、优质地段、优质项目、优质产品、选择优质的合作伙伴， 确保投资项目实现高质量与高回报。投资金额 ...

恒大退市的消息传来，那些手握烂尾楼购房合同的业主们，再次被卷入不安的漩涡。他们毕生的积蓄、背上的几十年房贷，都成了这场楼市震荡中最沉重 的代价，而那栋停滞在钢筋水泥中的建筑，成了一个遥不可及的家的符号。 那些困在烂尾楼里的家庭，需要的不只是一栋完工的房子，更是对公平与正义的交代。当每一个环节都守住责任底线，当每一份失责都得到应有惩戒，才 能让"买房"这件事回归它本来的意义——给努力生活的人一个安稳的港湾，而不是一场耗尽希望的冒险。 监管环节的疏漏同样令人痛心。一个楼盘从拿地到开工，要经过规划审批、资金监管、工程验收等诸多环节，每一个印章都意味着一份责任。可为何当开 发商把预售资金挪作他用，当工程进度严重滞后于合同约定时，这些本应发挥作用的"安全阀"没能及时启动？有业内人士透露，部分项目的监管账户早已 成了摆设，资金被违规抽调却无人问责。如果早期监管能真正"长牙"，对违规行为及时亮剑，或许就能避免风险像滚雪球般扩大，让普通百姓不必为监管 的缺位买单。 更令人无奈的是，这场由开发商激进扩张引发的危机，最终却让最无辜的购房者承担了后果。他们只是想在城市里安个家，用攒了半辈子的钱付了首付， 签下贷款合同时甚至畅想着装 ...

Core Viewpoint - The phenomenon of "Tang Seng" selling real estate highlights a new marketing phase in the real estate industry, emphasizing the importance of resonance with target audiences over mere celebrity status [1][2]. Group 1: Marketing Strategy - The marketing approach has shifted from solely relying on celebrity endorsements to selecting representatives who resonate with the target demographic, allowing developers to leverage their resources and reduce dependence on external channels [2]. - The project being sold is not new but an old one that has been renovated, indicating a strategic move to enhance sales of existing properties rather than launching new developments [1]. Group 2: Market Dynamics - The real estate market is experiencing high channel costs due to the concentration of top brokerage resources, prompting developers to seek alternative marketing strategies to maximize their potential [2]. - The trend of family-owned businesses promoting their own products through social media is gaining traction, with examples like Hao Li Lai and Tebu, indicating a shift towards self-promotion in the industry [2]. Group 3: Future Implications - The success of "Tang Seng" in real estate marketing may lead to more classic IP figures participating in similar ventures, reflecting a broader trend of innovative marketing attempts in the real estate sector amid inventory challenges and competition [2]. - The effectiveness of celebrity influence in converting interest into actual sales remains uncertain, suggesting that the industry must focus on product quality and sustainable marketing strategies beyond just leveraging celebrity status [3].

Group 1 - The summer housing festival in Jinan aims to enhance housing consumption to boost domestic demand and ensure people's livelihoods, running from June to the end of August 2025 [1][3] - The event is organized by the Jinan Housing and Urban-Rural Development Bureau and the Jinan Real Estate Association, featuring nearly 40 real estate companies and over 50 quality projects [3][5] - Various promotional activities will be held across districts, targeting specific groups such as new citizens, doctors, and teachers, to stimulate the real estate market [5] Group 2 - The festival will provide a platform for policy promotion and supply-demand matching, focusing on the demand for safe, comfortable, green, and smart housing [3] - The Jinan government has implemented several measures, including the "sell old to buy new" and "housing ticket placement" initiatives, to support housing consumption and improve living conditions [3][5] - Future efforts will focus on enhancing the quality of housing, communities, and urban areas, while optimizing policy measures and market regulation to foster a healthy market ecosystem [5]

Core Insights - Deli Real Estate is establishing a dominant position in the real estate market of Ninghai County, Zhejiang Province, with significant land acquisitions and project developments [2][5][6] - The company has invested nearly 1.7 billion yuan in land acquisitions in Ninghai County since 2024, indicating strong financial backing and market confidence [2][5][9] - Deli Real Estate's projects are priced higher than those of local competitors, reflecting its strategic focus on prime locations and strong local demand [4][5][6] Company Overview - Deli Real Estate, backed by the well-known Deli Group, has been involved in the real estate sector for over 20 years, starting in 2004 [2] - The company ranked 15th in the sales ranking of real estate firms in Ningbo City for Q1 2024, with sales amounting to 440 million yuan and an area of approximately 36,000 square meters sold [3] - The average selling price of Deli Real Estate's properties is around 14,000 yuan per square meter, with some projects priced even higher [3][4] Market Position - Deli Real Estate's market dominance in Ninghai County is characterized by its ability to secure prime land and develop projects that cater to local purchasing power [5][6] - The company has a competitive edge over other local developers, such as Ningbo Century Prosperity Aipengsi Real Estate and Ningbo Henghai Weiye Construction, which offer lower-priced projects in less desirable locations [4][5] - The local real estate market is experiencing a shift, with Deli Real Estate's projects remaining relatively expensive compared to the overall market trend [9] Economic Context - Ninghai County's economy is relatively active, with a GDP growth of 4.7% in 2024, reaching approximately 106.8 billion yuan, which supports the local real estate market [6] - The county's manufacturing sector is robust, attracting a stable population and contributing to a solid purchasing power among local residents [6] - The overall housing inventory in lower-tier cities, including Ninghai County, has a long de-stocking cycle of about 30 months, indicating potential challenges for future sales [8][9]

Core Viewpoint - The event aims to stimulate housing consumption and boost market confidence in Tai'an's real estate sector through promotional activities and special offers during the May Day holiday [1][3][5]. Group 1: Event Overview - The "May Day" large-scale car and housing exhibition will take place from May 1 to 3, 2025, featuring 19 quality housing projects and 18 property companies [1]. - The exhibition will showcase various real estate projects, including those catering to basic needs, improvements, cultural tourism, and elderly care, with significant discounts and promotional offers [3]. Group 2: Government Initiatives - The Tai'an municipal government has implemented a comprehensive set of policies to stabilize the real estate market, focusing on market expectations, demand, and stakeholders [5]. - The city has organized multiple promotional activities to support rigid and improved housing demands, including high-quality residential exhibitions and campaigns to encourage property upgrades [5]. Group 3: Future Directions - Tai'an plans to promote green, low-carbon, and smart housing developments while enhancing its standard system and expanding pilot projects [6]. - The city aims to establish a strong brand for its housing market, encouraging investment and improving living conditions for residents [6].

Group 1 - The real estate market in cities like Guangzhou and Changsha is actively preparing for the "May Day" holiday, with numerous projects launching before the holiday [1] - Shenzhen has initiated a "May Day New House Festival," while Nanchang's real estate market will remain open during the holiday [1] - Chongqing plans to release 20,000 discounted housing units before the holiday [1] Group 2 - The competition among cities to capitalize on the "Labor Day" holiday indicates a positive market signal [1] - There is a new consensus among stakeholders regarding the stabilization of the real estate market [1] - The industry is taking proactive measures to solidify the recent positive trends in the market [1]

Core Viewpoint - The article highlights the prevalence of false advertising in the Shanghai real estate market, particularly regarding misleading promotional offers and low-priced listings that do not reflect actual market conditions [2][10][12]. Group 1: False Advertising and Regulatory Response - A specific case involved a Shanghai real estate company that faced penalties for posting misleading low-price listings on social media, resulting in fines of 30,000 RMB and 10,000 RMB for the company and account manager, respectively [3][5]. - Many real estate companies in Shanghai have issued statements condemning the spread of false information by external parties, emphasizing that all official pricing and promotional information should come from authorized sales channels [10][11][12]. - The Shanghai municipal authorities have maintained a strict regulatory stance against real estate-related self-media accounts, having taken action against 98 accounts for disseminating false information [14]. Group 2: Market Trends and Price Movements - In March, there was a notable increase in the number of cities experiencing rising housing prices, with 24 cities, including Shanghai, reporting month-on-month price increases [17]. - The overall real estate market showed signs of stabilization and improvement in transactions, with a slight decrease in new housing sales area and sales value, indicating a narrowing decline compared to previous months [18]. - Experts predict that with the implementation of supportive policies and an increase in quality housing supply, the core cities' real estate markets are expected to continue recovering in the second quarter [18].