在北京土地市场持续遇冷的背景下,金隅集团以33.64亿元竞得海淀区宝山村地块的消息引发市场关注。作为北京市属国企,金隅集团2024年净亏损15.34亿元,2025年一季度归母净亏损12.35亿元,但其拿地步伐却愈发激进。自2024年以来,该集团已累计在北京投入上百亿元布局核心地块,其逆周期扩张的战略逻辑与潜在风险值得深入探讨。 亏损与扩张的财务悖论 金隅集团近年业绩表现与拿地策略呈现显著反差。...
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