港股詳情

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龍湖集團

10.280

-0.120-1.15%

成交量：127.80萬

成交額：1,323.60萬

市值：718.26億

市盈率：6.07

高：10.400

開：10.400

低：10.260

收：10.400

資料載入中...

總覽公司新聞公告

《股市簡訊》香港恒生中國內地地產指數反彈4.2%，此前已連跌五個交易日

【券商聚焦】華泰證券指房地產市場結構呈現“啞鈴型”趨勢反映“止跌回穩”效果初現

龍湖集團03月25日遭主力拋售346萬元

龍湖集團03月24日主力淨流出362萬元散戶資金買入

《股市簡訊》中港地產板塊早盤走頹，市場關注監管表態和房企業績

【券商聚焦】中信證券：看好擅長好房營建的開發商和紅利可能整體超預期的物業服務板塊

龍湖集團03月20日主力淨流出240萬元散戶資金買入

【券商聚焦】華泰證券：房地產開發投資小幅改善重點城市銷售回升

龍湖集團2024年中期股息每股派發0.22元

龍湖集團(00960)擬採納限制性股份激勵計劃

智通财经网

《內房》中房協召開民營房地產企業座談會龍湖(00960.HK)及旭輝(00884.HK)等參會

阿斯达克财经

《大行》摩通對內房及物管股投資評級及目標價(表)

阿斯达克财经

龍湖集團：預計2024年公司利潤102億元，運營和服務業務為利潤主要來源

聚焦房企業績：開發業務毛利下降，經營性業務成業績緩衝墊

【券商聚焦】中信建投：在持續用力推動止跌回穩基調下看好地產板塊整體表現

住建部的“政策組合拳” 能成為地產業復甦的強心劑嗎？

千億房企頻發業績預警 2025年或迎拐點

內房股全線受壓龍光集團(03380)跌近5% 機構料地產年底止跌概率較大

《股市簡訊》中國龍湖集團跌2.2%，料去年核心溢利同比降至多四成

龍湖集團由升轉跌逾2% 料24財年核心溢利按年跌至多4成摩通稱市場對其盈警反應不會太劇烈

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此前恒生中国内地地产指数已连跌五个交易日。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250326:nL3S3Q9053:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SG9999009997.SGD","LU0791590937.USD","01109","BK1555","LU1993786604.SGD","600048","BK0010","LU1794554557.SGD","LU1960683339.HKD","LU0048580855.USD","LU0348825331.USD","000002","SG9999010052.SGD","LU1366334651.USD","LU1008478684.HKD","LU2476274308.USD","LU0067412154.USD","BK0028","LU2148510915.USD","LU0417516902.SGD","LU1152091168.USD","LU0173614495.USD","BK1521","BK0196","LU1064130708.USD","02423","SG9999010078.USD","BK0178","BK0086","LU2778985437.USD","LU2088748376.SGD","BK0015","LU0791591158.USD","LU0594300419.USD","BK1589","BK1240","00960","02007","LU1023057109.AUD","LU1997245177.USD","LU0359202008.SGD","LU1328615791.USD","BK0189","BK0012","BK1507","BK0174","BK0180","LU0501845795.SGD","BK0082","BK0157"],"gpt_icon":0},{"id":"2522855433","title":"【券商聚焦】華泰證券指房地產市場結構呈現“啞鈴型”趨勢 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16:15","pubTimestamp":1742890525,"startTime":"0","endTime":"0","summary":"03月25日, 龙湖集团股价跌0.59%，报收10.16元，成交金额1.52亿元，换手率0.22%，振幅3.33%，量比0.62。龙湖集团今日主力资金净流出346万元，上一交易日主力净流出362万元。该股近5个交易日下跌8.17%，主力资金累计净流入1792万元；近20日主力资金累计净流入2.21亿元，其中净流入天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250325165144a6a32914&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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中国中央财办分管日常工作的副主任韩文秀周日称，去年四季度以来，中国房地产市场交易和价格出现积极变化，一线城市回暖态势比较明显，将继续推动房地产市场止跌回稳，加快构建房地产发展新模式，促进房地产市场长期持续健康发展。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250324:nL3T3Q704I:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0359202008.SGD","LU2088747998.USD","SG9999010052.SGD","LU0359201612.USD","SG9999009997.SGD","BK1589","BK0189","LU0370786039.SGD","LU1008478684.HKD","LU2088747725.USD","BK1507","LU1366334651.USD","LU2088748020.USD","LU1328615791.USD","LU1720050803.USD","BK0082","LU1152091168.USD","LU0048580855.USD","LU0594300419.USD","LU1064131003.USD","LU1794554557.SGD","00960","BK0010","LU1993786604.SGD","SG9999014674.SGD","600048","LU0067412154.USD","LU0048597586.USD","LU1807302812.USD","BK1097","01109","BK1240","LU2778985437.USD","LU0287142896.SGD","BK1521","LU1880383366.USD","02007","LU2088748293.HKD","LU0650527681.SGD","LU1997245094.SGD","SG9999010078.USD","LU0791590937.USD","LU0414403682.SGD","02423","LU0738912210.USD","LU1366334578.USD","LU2476274308.USD","LU0594300179.USD","BK0012","000002"],"gpt_icon":0},{"id":"2521673531","title":"【券商聚焦】中信證券：看好擅長好房營建的開發商和紅利可能整體超預期的物業服務板塊","url":"https://stock-news.laohu8.com/highlight/detail?id=2521673531","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521673531?lang=zh_tw&edition=fundamental","pubTime":"2025-03-24 09:13","pubTimestamp":1742778835,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券研报指出，当前房地产业面临三大机遇。第一是供给侧改革相对充分，企业转型升级阻力小；第二是大宗消费的产业定位前所未有，政策储备异常丰富；第三是市场交易数据持续较好。看好擅长好房子营建的开发企业和红利可能整体超预期的物业服务板块等。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1955692","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0359202008.SGD","BK0188","IE00BVYPNQ40.USD","SG9999009997.SGD","BK1589","LU0370786039.SGD","LU0348825331.USD","LU1366334651.USD","LU2088748020.USD","IE00BZ08YS42.EUR","03121","LU0791591158.USD","LU1328615791.USD","LU1152091168.USD","06030","LU0205439572.USD","IE00BZ08YT58.USD","00960","IE00BVYPNP33.GBP","LU0067412154.USD","LU1807302812.USD","LU1997245177.USD","LU0329678170.USD","01109","BK1240","00688","LU0405327494.USD","BK1542","LU0405327148.USD","LU2088748376.SGD","BK0196","02602","BK1521","LU0501845795.SGD","LU2088748293.HKD","LU1997244956.HKD","LU0650527681.SGD","BK0028","SG9999010078.USD","LU2148510915.USD","BK1147","LU2495084118.USD","LU0251144936.SGD","06098","LU0737861772.HKD","BK0012","LU2289578879.USD","600030","BK0276","LU0329678337.USD"],"gpt_icon":0},{"id":"2520438108","title":"龍湖集團03月20日主力淨流出240萬元 散戶資金買入","url":"https://stock-news.laohu8.com/highlight/detail?id=2520438108","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2520438108?lang=zh_tw&edition=fundamental","pubTime":"2025-03-20 16:17","pubTimestamp":1742458635,"startTime":"0","endTime":"0","summary":"03月20日, 龙湖集团股价跌2.37%，报收10.70元，成交金额2.91亿元，换手率0.39%，振幅2.19%，量比0.94。龙湖集团今日主力资金净流出240万元，上一交易日主力净流入597万元。该股近5个交易日上涨0.56%，主力资金累计净流入6676万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入2.24亿元，其中净流入天数为15日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250320165938a43b0f7c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250320165938a43b0f7c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1555","BK1589","BK1240","00960","BK1521"],"gpt_icon":0},{"id":"2520485771","title":"【券商聚焦】華泰證券：房地產開發投資小幅改善 重點城市銷售回升","url":"https://stock-news.laohu8.com/highlight/detail?id=2520485771","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2520485771?lang=zh_tw&edition=fundamental","pubTime":"2025-03-20 08:59","pubTimestamp":1742432362,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，3月17日，统计局发布2025年1-2月全国房地产市场基本情况。此外房企到位资金同比降幅收窄，环比回升明显，反映房企现金流压力有一定程度的缓解。该行看好重点城市区域市场的量价回升，以及在对应区域拥有储备或新获取资源的房企的估值修复，同时业绩与现金流稳健的物管公司亦有望受益于市场止跌回稳。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1955484","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00960","LU0048580855.USD","LU2088748376.SGD","03990","LU0737861772.HKD","LU0791591158.USD","00688","01918","02777","06968","BK0012","03380","IE00BZ08YS42.EUR","LU0329678170.USD","LU0594300179.USD","LU1166156734.SGD","LU1064131003.USD","LU0251144936.SGD","LU1366334651.USD","000002","LU0067412154.USD","BK1570","BK1564","LU1366334578.USD","03301","03121","06886","BK1147","LU0702159699.USD","BK1521","LU0594300419.USD","LU0791590937.USD","00081","LU0048597586.USD","LU1781817850.SGD","00123","LU0880133367.SGD","LU0173614495.USD","601688","03900","BK1555","LU0417516902.SGD","SG9999010052.SGD","01109","LU0205439572.USD","LU1064130708.USD","SG9999014674.SGD","LU0370786039.SGD","LU1152091168.USD"],"gpt_icon":0},{"id":"2520672574","title":"龍湖集團2024年中期股息每股派發0.22元","url":"https://stock-news.laohu8.com/highlight/detail?id=2520672574","media":"观点网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2520672574?lang=zh_tw&edition=fundamental","pubTime":"2025-03-18 20:47","pubTimestamp":1742302020,"startTime":"0","endTime":"0","summary":"观点网讯：3月18日，龙湖集团控股有限公司发布公告，宣布截至2024年6月30日止六个月的中期股息信息。根据公告，龙湖集团将向股东派发每股0.22元人民币的普通股息，股东可选择现金形式接收或将现金股息转换为代息股份，转换价格为每股10.836港元。龙湖集团允许股东部分以现金、部分以新股的方式收取股息，为股东提供了灵活的选择。股份过户登记手续将从2025年2月26日至2月27日暂停办理。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250318211121971b1776&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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龍湖(00960.HK)及旭輝(00884.HK)等參會","url":"https://stock-news.laohu8.com/highlight/detail?id=2519829360","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2519829360?lang=zh_tw&edition=fundamental","pubTime":"2025-03-14 16:16","pubTimestamp":1741940160,"startTime":"0","endTime":"0","summary":"为贯彻落实上月举行民营企业座谈会精神，向有关部门提出有针对性和操作性的政策建议，中国房地产业协会日前组织召开民营房地产企业座谈会，听取企业的意见和建议。中房协副会长张其光主持会议，滨江集团(002244.SZ) 、龙湖(00960.HK) 、旭辉(00884.HK) 、荣盛发展(002146.SZ) 及中梁控股(02772.HK) 等企业代表参会。(ta/j) (港股报价延迟最少十五分钟。沽空资料截至 2025-03-14 12:25。) (A股报价延迟最少十五分钟。)AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220823124132797_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220823124132797_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1424754/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1589","BK1521","09979","00960","BK1148","00884","BK1240","BK1555"],"gpt_icon":0},{"id":"2519176158","title":"《大行》摩通對內房及物管股投資評級及目標價(表)","url":"https://stock-news.laohu8.com/highlight/detail?id=2519176158","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2519176158?lang=zh_tw&edition=fundamental","pubTime":"2025-03-14 11:45","pubTimestamp":1741923900,"startTime":"0","endTime":"0","summary":"沽空资料截至 2025-03-13 16:25。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240826153949791_s.jpeg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240826153949791_s.jpeg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1424680/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1366334578.USD","LU1023057109.AUD","LU1008478684.HKD","BK1610","00960","LU0414403682.SGD","BK1583","IE00BZ08YS42.EUR","01109","BK1507","00688","01918","LU0880133367.SGD","01209","LU0594300179.USD","LU1880383366.USD","02869","01516","LU0048580855.USD","LU1993786604.SGD","BK1258","LU2476274308.USD","000002","IE00BGHQDM52.EUR","00813","02007","IE00BZ08YT58.USD","LU0329678337.USD","LU0605514214.HKD","06049","02669","03319","BK1585","BK1521","LU0348767384.USD","LU0370786039.SGD","BK1097","00817","01030","03121","SG9999010078.USD","LU0737861772.HKD","LU0417516902.SGD","06098","LU1960683339.HKD","02423","02202","LU0205439572.USD","BK1229","LU0359201612.USD"],"gpt_icon":1},{"id":"2519317378","title":"龍湖集團：預計2024年公司利潤102億元，運營和服務業務為利潤主要來源","url":"https://stock-news.laohu8.com/highlight/detail?id=2519317378","media":"澎湃新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2519317378?lang=zh_tw&edition=fundamental","pubTime":"2025-03-13 21:03","pubTimestamp":1741871017,"startTime":"0","endTime":"0","summary":"3月12日，龙湖集团（00960.HK）发布公告，2023年本公司拥有人应占溢利128.5亿元，2024年度则下降约20%至102.8亿元左右。对于下降的原因，龙湖集团称，主要由于公司地产开发业务的结算收入及结算毛利率下降所致。公告显示，2024年度公司剔除投资物业及其他衍生金融工具公平值变动影响后的股东应占核心溢利预计录得约35%至40%的下降，上一年为113.5亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202503133345107028.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202503133345107028.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["00960","BK1589","BK1240","BK1521","BK1555"],"gpt_icon":0},{"id":"2519100542","title":"聚焦房企業績：開發業務毛利下降，經營性業務成業績緩衝墊","url":"https://stock-news.laohu8.com/highlight/detail?id=2519100542","media":"每经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2519100542?lang=zh_tw&edition=fundamental","pubTime":"2025-03-13 15:13","pubTimestamp":1741850002,"startTime":"0","endTime":"0","summary":"梳理原因发现，本期房企整体利润下滑、亏损的主要由于房地产开发业务毛利率显著下降。在上述3家房企中，龙湖集团已于近期发布业绩预告，公告显示，龙湖集团预计2024年本公司拥有人应占溢利将下降20%左右，在2023年龙湖实现拥有人应占溢利人民币128.5亿元。龙湖得益于其经营性收入的缓冲，依然保持约70亿元的核心净利，这已经使该公司从民营企业中脱颖而出。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250313151627964392c1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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中信建投表示，2月楼市延续止跌回稳趋势，重点城市1-2月新房成交面积同比增长5%，二手房成交面积同比增长34%。百强房企1-2月全口径销售金额为4402亿元，同比下降3%，累计降幅较1月收窄2个百分点。百强房企新增土地货值增速扩大，1-2月新增货值4379亿元，同比增长11%，其中2月单月新增货值1973亿元，同比增长17%。2月单月全国宅地成交溢价率达12.5%，继2021年7月后首次连续两月宅地成交溢价率达到两位数。其中上海、杭州土拍市场持续升温。在持续用力推动止跌回稳基调下，该行看好地产板块整体表现。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954837","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0791591158.USD","LU2088747998.USD","LU1166156734.SGD","LU0414403682.SGD","IE0034224299.USD","03121","03301","03380","LU1960683339.HKD","00960","IE00BZ08YS42.EUR","01918","02777","LU0173614495.USD","IE00BZ08YR35.GBP","01109","00081","03900","BK1570","LU0048597586.USD","BK1555","LU0417516902.SGD","BK1589","LU1880383366.USD","LU0594300179.USD","LU0501845795.SGD","LU2088748293.HKD","LU1008478684.HKD","LU0359202008.SGD","LU0737861772.HKD","LU1152091168.USD","LU0251144936.SGD","IE00BVYPNQ40.USD","00123","LU2088748376.SGD","LU2088747725.USD","LU0067412154.USD","03990","BK0276","BK1521","LU0880133367.SGD","IE00BZ08YT58.USD","LU1366334578.USD","LU1807302812.USD","000002","LU0359201612.USD","00688","601066","BK1582"],"gpt_icon":0},{"id":"2518797178","title":"住建部的“政策組合拳” 能成為地產業復甦的強心劑嗎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2518797178","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518797178?lang=zh_tw&edition=fundamental","pubTime":"2025-03-11 17:13","pubTimestamp":1741684430,"startTime":"0","endTime":"0","summary":"而随着2025年政府工作报告再提“稳楼市”，房地产行业所处的环境或迎来进一步改善。尽管部分老旧小区在2020年后已经得到改造及拆除，实际数量并没有那么多，但现存的估算范围，能够为地产业提供足量的改造更新项目，拉动市场需求。或许在原本的规划中，对城中村的城市更新以及收储是各地拟划的重点方向，而本次住建部的表态是超出市场预期的信号，或能成为地产行业景气复苏的“意外惊喜”。","market":"other","thumbnail":"https://static.szfiu.com/news/20210625/YjI3NDA0ZDhiMGQ3ZDhlYjY1NzQ2OTEyNjkyMTk4MTc4.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/YjI3NDA0ZDhiMGQ3ZDhlYjY1NzQ2OTEyNjkyMTk4MTc4.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954821","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1023057109.AUD","LU0229494975.USD","SG9999014674.SGD","01908","BK1507","IE00BZ08YS42.EUR","00688","01030","SG9999010078.USD","LU1807302812.USD","00960","LU0173614495.USD","LU1366334651.USD","000002","SG9999009997.SGD","01918","02007","LU2088747725.USD","02202","BK1589","00083","LU0315179316.USD","LU0594300419.USD","09993","LU0329678170.USD","IE00BGHQDM52.EUR","LU0605514214.HKD","LU0359201612.USD","BK1610","LU0417516902.SGD","01109","01113","03121","LU0287142896.SGD","LU0251144936.SGD","LU0359202008.SGD","IE0008368742.USD","00754","09979","LU1152091754.HKD","03145","03900","BK1521","IE00BZ08YR35.GBP","LU0594300179.USD","00817","LU0205439572.USD","BK1555","IE0034224299.USD","BK1148"],"gpt_icon":0},{"id":"2518753159","title":"千億房企頻發業績預警 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龍光集團(03380)跌近5% 機構料地產年底止跌概率較大","url":"https://stock-news.laohu8.com/highlight/detail?id=2518730015","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518730015?lang=zh_tw&edition=fundamental","pubTime":"2025-03-11 10:48","pubTimestamp":1741661283,"startTime":"0","endTime":"0","summary":"金吾财讯 | 内房股全线受压，龙光集团 跌4.76%，建发国际集团、美的置业、雅居乐集团、龙湖集团跌超3%，消息面上，上周37城新房成交面积178万方，环比-30.5%，同比+11.4%。2025年3月1日至3月7日累计成交184.8万方，同比+50.9%。目前来看，收购存量商品房路径更加清晰，新房库存去化周期明显下降，短期内有量价齐稳的迹象，二手房成交量依然较大，虽价格仍在下探，但在政策持续宽松、居民预期逐步改善的前提下，预计年底止跌概率较大。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954766","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1555","BK1507","BK1582","03380","BK1240","BK1521","BK1589","01908","03990","03383","00960"],"gpt_icon":0},{"id":"2518301268","title":"《股市簡訊》中國龍湖集團跌2.2%，料去年核心溢利同比降至多四成","url":"https://stock-news.laohu8.com/highlight/detail?id=2518301268","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518301268?lang=zh_tw&edition=fundamental","pubTime":"2025-03-10 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摩通稱市場對其盈警反應不會太劇烈","url":"https://stock-news.laohu8.com/highlight/detail?id=2518263284","media":"金吾资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518263284?lang=zh_tw&edition=fundamental","pubTime":"2025-03-10 11:31","pubTimestamp":1741577495,"startTime":"0","endTime":"0","summary":"金吾财讯 | 龙湖集团(00960)早盘股价反复，一度升1.46%，高见11.08港元，截至发稿，转跌2.01%，报10.7港元，成交额2.5亿港元。摩根大通发表研究报告指，龙湖集团发盈警，预计2024财年核心溢利按年下降35至40%，而市场对此不会感到意外。自2021年以来，内房行业动荡对所有发展商的边际利润影响深远，龙湖仍能维持约70亿元人民币的净利润，这已使其在私人企业中脱颖而出。摩通认为，市场对这次盈警的反应不会太剧烈。如果龙湖在合约销售和发展物业利润率方面均出现复苏，料市场将更加正面。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025031011321398a20c83&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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