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越秀地产
4.870
-0.020
-0.41%
手动刷新
成交量:
1,762.91万
成交额:
8,645.60万
市值:
196.04亿
市盈率:
17.22
高:
4.970
开:
4.910
低:
4.850
收:
4.890
数据加载中...
总览
公司
新闻
公告
【券商聚焦】华泰证券:土地市场结构性复苏,看好核心城市资源充沛的房企
金吾财讯
·
07-09
房地产行业2025中期策略:结构化的时代 穿越周期的房企
国盛证券
·
07-09
越秀地产斩获18个 WELL 健康建筑标准认证,打造健康建筑范例
越秀地产
·
07-08
房地产行业研究周报:荆门“现房销售”新政怎么看?
天风证券
·
07-08
6家房企竞价超百轮!中海地产23.7亿元斩获深圳龙华宅地,溢价率超40%
每经网
·
07-07
每日卖空追踪 | 越秀地产 07月07日卖空量成交77.8万股,卖空比例为6.46%
市场透视
·
07-07
越秀地产07月07日主力净流入259.8万元 散户资金抛售
市场透视
·
07-07
越秀地产(00123.HK)附属向中国证监会及上交所申请注册 公开发行96亿元公司债券
阿斯达克财经
·
07-07
房地产行业2025年中期策略:审慎观察 积极博弈
国信证券
·
07-07
上半年百强房企拿地总额同比增长超三成
中国产业经济信...
·
07-06
房地产开发行业周报:本周新房成交同比+2.3% 关注月末会议
国盛证券有限责...
·
07-06
地产及物管行业周报:住建部要求多管齐下稳定预期 更大力度推动房地产止跌回稳
申万宏源研究
·
07-06
企业月报 | 单月销售、投资环比增长,新城实现民企境外债“破冰”(2025年6月)
克而瑞地产研究
·
07-05
北京楼市怎么样了?
中国经营报
·
07-05
上半年楼市谁最火?上海壹号院半年揽金170亿登顶,成都有新房卖到22万/平
时代财经
·
07-05
房地产行业周报:海南、广东拟推公积金新政 一二手房成交同比下降
中泰证券
·
07-05
广州房企最后的希望,越秀地产又收一笔“投资”
新浪财经
·
07-04
每日卖空追踪 | 越秀地产 07月04日卖空量成交24.7万股,卖空比例为3.2%
市场透视
·
07-04
越秀地产07月04日主力净流出275.7万元 散户资金买入
市场透视
·
07-04
越秀地产(00123)2024年面向专业投资者公开发行公司债券(第一期)将于7月14日付息
智通财经
·
07-04
更多
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08:52","pubTimestamp":1752022353,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,2025上半年土地市场在核心城市核心地块的带动下迎来结构性复苏。供给端呈现质量提升、节奏前置等特点,需求端房企投资集中度有所上升,竞争加剧,无论城市还是房企,均呈现强者恒强的特征。市场全面修复尚未到来,但核心城市存在结构性机会的逻辑得到一定验证。投资策略上,该机构依然看好以一线城市为代表的核心城市复苏节奏,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,继续推荐具备“好信用、好城市、好产品”逻辑的地产股,分红与业绩稳健的头部物管公司,以及受益于香港资产重估逻辑的港股高股息REIT。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961870","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":["LU0348766576.USD","LU2088748376.SGD","03900","LU0067412154.USD","LU1934453819.USD","LU0516423091.SGD","LU0650527681.SGD","LU0329678170.USD","LU0348825331.USD","LU0329678337.USD","BK0183","LU1064131003.USD","LU1580142542.USD","01109","IE00BZ08YT58.USD","LU0516422440.USD","LU1152091168.USD","00123","601688","BK0012","IE00BVYPNQ40.USD","01918","02202","LU0251144936.SGD","LU1781817850.SGD","000002","06886","LU1979443071.USD","LU0605514214.HKD","LU1807302812.USD","BK1570","00081","BK1521","03380","SG9999010052.SGD","LU0048597586.USD","LU0702159699.USD","BK1555","03121","LU0287142896.SGD","03301","LU0205439572.USD","LU1993786604.SGD","00688","03990","00960","LU1008478684.HKD","LU0979878070.USD","02777","LU1242518857.USD"],"gpt_icon":0},{"id":"2550372636","title":"房地产行业2025中期策略:结构化的时代 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00:00","pubTimestamp":1751904000,"startTime":"0","endTime":"0","summary":"对新出让的优质房地产开发用地,优先采用现房销售模式开发。2026 年1 月1 日起,新出让土地开发的商品房,原则上实行现房销售。征集意见稿显示,文件印发后新取得施工许可证的项目,施工进度需达到主体封顶方可申报商品房预售许可;文件印发后新出让土地开发的商品房,一律实行现房销售。从此次正式推进现房销售的荆门市为湖北省唯一的现房销售试点城市。","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=nesSN20250708111620a69c2c6f&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=nesSN20250708111620a69c2c6f&s=b","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":"tencent","symbols":["BK1555","01908","03121","BK1240","600048","00123","01109","00688","00960"],"gpt_icon":0},{"id":"2549308075","title":"6家房企竞价超百轮!中海地产23.7亿元斩获深圳龙华宅地,溢价率超40%","url":"https://stock-news.laohu8.com/highlight/detail?id=2549308075","media":"每经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549308075?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 21:08","pubTimestamp":1751893739,"startTime":"0","endTime":"0","summary":"本次出让的地块位于深圳市龙华区民治板块,原为商业办公用地,今年4月调整为二类居住用地。土地面积约2.18万平方米,规划建筑面积约6.11万平方米,容积率2.8,是深圳近期少有的低密住宅用地。竞拍从起始价16.84亿元开始,经过近两小时共108轮竞价,最终由中海地产以总价23.7亿元、楼面价约3.88万元/平方米、溢价率达40.74%竞得。而深圳新房库存持续走低,截至6月底去化周期仅7.6个月,加剧了开发商对优质地块的争夺。","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=nesSN20250707210954a69b1132&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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| 越秀地产 07月07日卖空量成交77.8万股,卖空比例为6.46%","url":"https://stock-news.laohu8.com/highlight/detail?id=2549587971","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549587971?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 16:30","pubTimestamp":1751877010,"startTime":"0","endTime":"0","summary":"越秀地产北京时间07月07日,涨0.68%,卖空量成交77.8万股%,较上一交易日增加32.54%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","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=nesSN20250707171334a69aa6ad&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=nesSN20250707171334a69aa6ad&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":["BK1240","00123","BK1555"],"gpt_icon":0},{"id":"2549879735","title":"越秀地产07月07日主力净流入259.8万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2549879735","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549879735?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 16:15","pubTimestamp":1751876155,"startTime":"0","endTime":"0","summary":"07月07日, 越秀地产股价涨0.68%,报收4.46元,成交金额5432.5万元,换手率0.30%,振幅2.93%,量比0.88。越秀地产今日主力资金净流入259.8万元,上一交易日主力净流出275.7万元。该股近5个交易日上涨2.05%,主力资金累计净流入1487.5万元,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2355.1万元,其中净流入天数为12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=nesSN20250707170157a69a9f40&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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16:25。)AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220506111755529_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220506111755529_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/analysis/china-hot-topic-content.aspx?id=NOW.1451474&catg=4&source=AAFN","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":"aastocks_highlight","symbols":["00123","BK1240","BK1555"],"gpt_icon":0},{"id":"2549536825","title":"房地产行业2025年中期策略:审慎观察 积极博弈","url":"https://stock-news.laohu8.com/highlight/detail?id=2549536825","media":"国信证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549536825?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 00:00","pubTimestamp":1751817600,"startTime":"0","endTime":"0","summary":"我们预计若无增量政策出现,短期内市场销售端无自发修复的可能。下半年展望当前库存供需关系未明显好转,如回收存量土地计划全部落地,当前能消化约14%的超量闲置土地。如果不考虑增量政策,我们预计2025全年销售额-5.8%,销售面积-3.6%,投资-9.3%,新开工-2%,竣工-26%。投资策略在房地产市场磨底的过程中,我们看好风险出清较为充分,拿地积极,土储质量高,产品力好的企业将脱颖而出。风险提示市场风险、政策风险、房企经营风险等。","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=nesSN20250707183123a43ba785&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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15:17","pubTimestamp":1751786228,"startTime":"0","endTime":"0","summary":"中指研究院公布的最新数据显示,今年上半年,TOp100房企销售总额为18364.1亿元,同比下降11.8%;与此同时,企业投资信心有所回升,TOp100房企拿地总额同比增长33.3%。随着销售端逐渐企稳,今年上半年头部房企加快拿地投资,释放积极信号。中指研究院数据显示,2025年上半年T0p100房企拿地总额为5065.5亿元,同比增长33.3%,相比于前5个月的同比增幅进一步扩大4.5个百分点。此外,今年上半年,300城土地出让金同比增长超过两成,平均溢价率超10%。","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=nesSN20250706152458a731540c&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=nesSN20250706152458a731540c&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":["BK1240","00123","BK1555"],"gpt_icon":0},{"id":"2549732716","title":"房地产开发行业周报:本周新房成交同比+2.3% 关注月末会议","url":"https://stock-news.laohu8.com/highlight/detail?id=2549732716","media":"国盛证券有限责...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549732716?lang=zh_cn&edition=fundamental","pubTime":"2025-07-06 00:00","pubTimestamp":1751731200,"startTime":"0","endTime":"0","summary":"二手房市场有一定降温,新房市场维持低迷,关注7 月末会议。核心城市二手房成交和我们跟踪的样本城市自3 月阶段高点后逐步回落趋势类似。行情回顾:本周申万房地产指数累计变动幅度为0.3%,落后沪深300 指数1.25 个百分点,在31 个申万一级行业排名第23 名。从今年累计27 周新房成交面积同比看,样本30 城共计5384.1 万方,同比+1.5%。二手房:本周14 个样本城市二手房成交面积合计194.3 万方,环比下降7.9%,同比下降8.9%。","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=nesSN20250706191140979bd578&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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亿元借款予以展期。此次借款构成关联交易,是深铁集团今年第六次向万科提供借款。","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=nesSN20250706185620a439c17f&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=nesSN20250706185620a439c17f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01109","BK1589","00688","00123","00960","BK1148","600153","BK1240","BK1521","LU0348767384.USD","BK1555","LU0348766576.USD","09979","600048"],"gpt_icon":0},{"id":"2549131464","title":"企业月报 | 单月销售、投资环比增长,新城实现民企境外债“破冰”(2025年6月)","url":"https://stock-news.laohu8.com/highlight/detail?id=2549131464","media":"克而瑞地产研究","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549131464?lang=zh_cn&edition=fundamental","pubTime":"2025-07-05 10:27","pubTimestamp":1751682430,"startTime":"0","endTime":"0","summary":"具体分梯队来看,2025年上半年百强房企各梯队销售规模变动分化。03企业融资单月总量再创年内新高新城实现民企境外债“破冰”核心观点:1、融资总量:2025年6月65家典型房企的融资总量为464.42亿元,环比增加38.3%,同比增加22.6%,单月融资总量创2025年新高,其中仅华润置地一家企业的融资规模就超过了200亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250705103052a437e3de&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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09:11","pubTimestamp":1751677870,"startTime":"0","endTime":"0","summary":"区域市场则呈现显著分化,上半年,北京有8个区域新房成交量突破1000套,合计贡献15495套成交,占全市总量的83.5%。2025年上半年,北京涌现多个现象级楼盘。朝阳区北京宸园网签金额突破50亿元,截至6月30日,该项目累计网签金额正式突破100亿元大关。据悉,上半年北京共有6个楼盘销售额超40亿元,其中海淀4个,朝阳2个。","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=nesSN20250705091641a437ccdd&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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09:03","pubTimestamp":1751677400,"startTime":"0","endTime":"0","summary":"上海壹号院170亿领跑,成都房价天花板被捅破在市场持续分化的背景下,一二线城市豪宅项目走出独立行情。全国销冠由顶豪项目上海壹号院夺得。自2024年8月首批房源入市以来,上海壹号院每次开盘均热销,今年累计销售额突破170亿元,稳居2025年上半年全国单盘销售榜首。杭州房企销售半年度榜单中,滨江集团以286.71亿元的全口径金额稳居首位。上半年,滨江旗下单盘流量业绩超5亿元的项目多达11个,其中超10亿元的项目也有5个。","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=nesSN2025070509064095371c82&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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最后的门面,越秀又得到了好兄弟的支持。早在去年5月,广州资产就计划使用不超过5.56亿元增持越秀地产。截至此次公告前,广州资产一共花掉3.52亿元,买入7838万股越秀地产港股股票,持股比例为1.95%,成为越秀地产第五大股东。“全村的希望”事实上,越秀地产承载的是整个越秀集团的希望。其中,越秀地产的核心净利润已连续两年下滑,到2024年仅有约16亿元,较2022年42亿元大幅下降。","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=nesSN20250704184821a72eb5bb&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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