港股详情

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龙湖集团

9.660

+0.1201.26%

成交量：1,444.54万

成交额：1.39亿

市值：674.94亿

市盈率：5.60

高：9.720

开：9.550

低：9.500

收：9.540

数据加载中...

总览公司新闻资讯公告

内房股集体走高新城发展(01030)涨3.41% 机构指地产短期成交仍延续改善

《股市简讯》香港恒生中国内地地产指数反弹4.2%，此前已连跌五个交易日

【券商聚焦】华泰证券指房地产市场结构呈现“哑铃型”趋势反映“止跌回稳”效果初现

龙湖集团03月25日遭主力抛售346万元

龙湖集团03月24日主力净流出362万元散户资金买入

《股市简讯》中港地产板块早盘走颓，市场关注监管表态和房企业绩

【券商聚焦】中信证券：看好擅长好房营建的开发商和红利可能整体超预期的物业服务板块

龙湖集团03月20日主力净流出240万元散户资金买入

【券商聚焦】华泰证券：房地产开发投资小幅改善重点城市销售回升

龙湖集团2024年中期股息每股派发0.22元

龙湖集团(00960)拟采纳限制性股份激励计划

智通财经网

《内房》中房协召开民营房地产企业座谈会龙湖(00960.HK)及旭辉(00884.HK)等参会

阿斯达克财经

《大行》摩通对内房及物管股投资评级及目标价(表)

阿斯达克财经

龙湖集团：预计2024年公司利润102亿元，运营和服务业务为利润主要来源

聚焦房企业绩：开发业务毛利下降，经营性业务成业绩缓冲垫

【券商聚焦】中信建投：在持续用力推动止跌回稳基调下看好地产板块整体表现

住建部的“政策组合拳” 能成为地产业复苏的强心剂吗？

内房股全线受压龙光集团(03380)跌近5% 机构料地产年底止跌概率较大

《股市简讯》中国龙湖集团跌2.2%，料去年核心溢利同比降至多四成

龙湖集团由升转跌逾2% 料24财年核心溢利按年跌至多4成摩通称市场对其盈警反应不会太剧烈

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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":["LU0359202008.SGD","BK0028","00960","01109","LU0173614495.USD","BK0082","LU0348825331.USD","BK0012","BK1507","BK1589","LU1064130708.USD","LU1328615791.USD","BK1555","LU0791590937.USD","BK0178","LU1997245177.USD","LU0594300419.USD","SG9999009997.SGD","LU0048580855.USD","02423","BK1240","BK0196","BK0015","BK1521","LU1023057109.AUD","LU2778985437.USD","BK0157","LU0501845795.SGD","600048","02007","LU2476274308.USD","LU1993786604.SGD","000002","BK0174","SG9999010078.USD","LU0791591158.USD","SG9999010052.SGD","LU1366334651.USD","BK0086","LU0067412154.USD","BK0189","LU1960683339.HKD","LU1008478684.HKD","LU2088748376.SGD","LU0417516902.SGD","LU1794554557.SGD","LU2148510915.USD","BK0180","LU1152091168.USD","BK0010"],"gpt_icon":0},{"id":"2522855433","title":"【券商聚焦】华泰证券指房地产市场结构呈现“哑铃型”趋势 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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":["LU0048580855.USD","LU0370786039.SGD","LU0594300179.USD","SG9999010052.SGD","LU0594300419.USD","BK1521","00960","02007","LU1880383366.USD","LU1366334578.USD","LU2088747998.USD","BK0010","BK1507","LU0414403682.SGD","LU0650527681.SGD","LU2088747725.USD","01109","000002","LU1997245094.SGD","LU0287142896.SGD","LU1152091168.USD","LU1008478684.HKD","LU1064131003.USD","LU0359201612.USD","BK1589","BK1097","LU1807302812.USD","LU2476274308.USD","LU1993786604.SGD","LU1328615791.USD","02423","BK0082","BK1240","LU1366334651.USD","LU0048597586.USD","LU2778985437.USD","600048","LU1794554557.SGD","SG9999010078.USD","SG9999009997.SGD","BK0189","LU0791590937.USD","LU2088748020.USD","LU0359202008.SGD","LU2088748293.HKD","LU0738912210.USD","LU0067412154.USD","LU1720050803.USD","BK0012","SG9999014674.SGD"],"gpt_icon":0},{"id":"2521673531","title":"【券商聚焦】中信证券：看好擅长好房营建的开发商和红利可能整体超预期的物业服务板块","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_cn&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":"other","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":["LU0737861772.HKD","BK0196","LU1328615791.USD","BK1542","LU2148510915.USD","BK0276","LU0348825331.USD","LU2495084118.USD","LU1997245177.USD","BK0188","LU1152091168.USD","03121","LU0359202008.SGD","LU1997244956.HKD","IE00BVYPNQ40.USD","00960","LU0329678337.USD","LU1807302812.USD","LU0501845795.SGD","BK0028","LU0251144936.SGD","BK1240","LU0405327494.USD","LU0205439572.USD","LU1366334651.USD","LU2088748020.USD","LU0067412154.USD","BK1521","IE00BZ08YS42.EUR","BK0012","00688","600030","SG9999009997.SGD","LU0791591158.USD","06030","LU2088748293.HKD","LU0329678170.USD","SG9999010078.USD","IE00BZ08YT58.USD","06098","LU0650527681.SGD","LU2088748376.SGD","IE00BVYPNP33.GBP","BK1147","01109","LU0370786039.SGD","LU0405327148.USD","BK1589","LU2289578879.USD","02602"],"gpt_icon":0},{"id":"2520438108","title":"龙湖集团03月20日主力净流出240万元 散户资金买入","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_cn&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":["BK1589","00960","BK1521","BK1555","BK1240"],"gpt_icon":0},{"id":"2520485771","title":"【券商聚焦】华泰证券：房地产开发投资小幅改善 重点城市销售回升","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_cn&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":"us","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":["LU1064130708.USD","00960","LU0594300179.USD","02777","00081","IE00BZ08YS42.EUR","LU0702159699.USD","LU0737861772.HKD","06886","LU0791591158.USD","LU0048597586.USD","LU1781817850.SGD","LU0329678170.USD","LU2088748376.SGD","01109","SG9999014674.SGD","BK1521","LU1152091168.USD","LU1064131003.USD","LU0205439572.USD","LU1366334578.USD","601688","LU1366334651.USD","03900","00123","BK0012","BK1564","LU0251144936.SGD","LU0880133367.SGD","01918","LU0173614495.USD","SG9999010052.SGD","06968","BK1555","03121","03990","00688","LU0370786039.SGD","LU0594300419.USD","LU0048580855.USD","LU1166156734.SGD","000002","BK1147","BK1570","LU0067412154.USD","03380","03301","LU0417516902.SGD","LU0791590937.USD"],"gpt_icon":0},{"id":"2520672574","title":"龙湖集团2024年中期股息每股派发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_cn&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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龙湖(00960.HK)及旭辉(00884.HK)等参会","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_cn&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":"hk","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":["BK1148","09979","BK1555","BK1589","BK1521","00884","00960","BK1240"],"gpt_icon":0},{"id":"2519176158","title":"《大行》摩通对内房及物管股投资评级及目标价(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_cn&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":"fut","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":["SG9999010078.USD","LU0737861772.HKD","00688","LU1023057109.AUD","BK1583","LU2476274308.USD","00813","00817","LU1008478684.HKD","LU1960683339.HKD","00960","LU0359201612.USD","BK1258","LU0414403682.SGD","LU0348767384.USD","LU0594300179.USD","LU0205439572.USD","BK1229","LU0370786039.SGD","06049","BK1097","02869","IE00BGHQDM52.EUR","LU0048580855.USD","BK1507","BK1521","LU0880133367.SGD","000002","02423","01209","BK1610","01516","IE00BZ08YS42.EUR","LU0605514214.HKD","BK1585","01109","LU0417516902.SGD","01918","02669","02007","06098","01030","03319","03121","LU1366334578.USD","LU1880383366.USD","LU1993786604.SGD","LU0329678337.USD","02202","IE00BZ08YT58.USD"],"gpt_icon":1},{"id":"2519317378","title":"龙湖集团：预计2024年公司利润102亿元，运营和服务业务为利润主要来源","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_cn&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":["BK1555","00960","BK1589","BK1240","BK1521"],"gpt_icon":0},{"id":"2519100542","title":"聚焦房企业绩：开发业务毛利下降，经营性业务成业绩缓冲垫","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_cn&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":"nz","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":["IE00BZ08YR35.GBP","LU0417516902.SGD","LU1366334578.USD","03121","LU1008478684.HKD","LU0359202008.SGD","LU2088748376.SGD","00123","01109","BK1555","LU0359201612.USD","000002","00688","BK1570","IE00BZ08YT58.USD","LU0067412154.USD","LU0880133367.SGD","LU0251144936.SGD","03990","601066","LU1880383366.USD","LU2088748293.HKD","BK1582","BK1521","BK0276","LU0594300179.USD","02777","IE00BVYPNQ40.USD","LU0791591158.USD","LU1166156734.SGD","LU0501845795.SGD","LU1152091168.USD","LU1807302812.USD","00960","01918","LU0414403682.SGD","BK1589","LU0048597586.USD","LU1960683339.HKD","IE0034224299.USD","03301","03900","03380","LU2088747998.USD","LU0737861772.HKD","IE00BZ08YS42.EUR","LU0173614495.USD","LU2088747725.USD","00081"],"gpt_icon":0},{"id":"2518797178","title":"住建部的“政策组合拳” 能成为地产业复苏的强心剂吗？","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_cn&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":"us","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":["00960","02202","09979","IE00BZ08YR35.GBP","LU0594300179.USD","LU1152091754.HKD","SG9999010078.USD","IE00BZ08YS42.EUR","09993","LU0605514214.HKD","LU0329678170.USD","01109","SG9999014674.SGD","BK1521","BK1507","LU0205439572.USD","LU1807302812.USD","LU1366334651.USD","LU0287142896.SGD","03900","00754","01113","LU0359202008.SGD","LU0359201612.USD","IE0034224299.USD","LU0251144936.SGD","00817","SG9999009997.SGD","IE00BGHQDM52.EUR","02007","01918","LU0229494975.USD","LU0173614495.USD","BK1555","01030","03145","03121","00688","BK1148","LU0594300419.USD","00083","000002","BK1589","BK1610","LU2088747725.USD","LU1023057109.AUD","LU0315179316.USD","01908","IE0008368742.USD","LU0417516902.SGD"],"gpt_icon":0},{"id":"2518730015","title":"内房股全线受压 龙光集团(03380)跌近5% 机构料地产年底止跌概率较大","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_cn&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":"nz","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":["01908","03383","03380","BK1240","00960","BK1589","03990","BK1582","BK1507","BK1521","BK1555"],"gpt_icon":0},{"id":"2518301268","title":"《股市简讯》中国龙湖集团跌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_cn&edition=fundamental","pubTime":"2025-03-10 11:41","pubTimestamp":1741578073,"startTime":"0","endTime":"0","summary":"《股市简讯》中国龙湖集团跌2.2%，料去年核心溢利同比降至多四成* 中国地产商龙湖集团0960.HK周一早盘跌幅扩大至2.2%。* 该公司此前公告称，2024年股东应占核心溢利预计录得约35-40%的同比下降，主要由于受房地产行业下行的影响，公司地产开发业务的结算收入及结算毛利率下降所致。* 龙湖集团今年迄今涨7%，同期恒生指数.HSI上扬18.3%。* 恒生中国内地地产指数.HSMPI盘中一度跌2.6%。（完）更多股市简讯请点选CN-CMN-HOT (发稿 徐凯文；审校 杨淑祯) ((kaiwen.xu@thomsonreuters.com))","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:20250310:nL4S3PT08V:1","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":null,"symbols":["00960","BK1521","BK1555","BK1240","BK1589"],"gpt_icon":0},{"id":"2518263284","title":"龙湖集团由升转跌逾2% 料24财年核心溢利按年跌至多4成 摩通称市场对其盈警反应不会太剧烈","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_cn&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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