记者丨吴抒颖 根据出让公告，马场地块起始价186.44亿元，名义起拍楼面价3.29万元/平方米。其总用地面积约19.45 万平方米，出让宗地面积17.4万平方米，计容总建面56.7万平方米，涵盖二类居住、商业、中小学等多 种用地性质。此外，这宗地块还将引入一家高端时尚百货运营企业。 对于商业项目，出让公告要求项目建成后，竞得人须自持全部物业，自持年限与土地出让年限一致，自 持物业需整体确权。此外，竞得人须在合同签订后一个月内与天河区政府签订《产业协议》，主要内容 为总投资额为不低于人民币60亿元且需引进一家高端时尚百货运营企业，项目建成运营后6年内，销售 贡献累计不低于300亿元。 此外，项目还将引入一家计容建面不低于4.5万平方米的国际知名五星级酒店以及同品牌酒店式公寓， 项目建成运营后的6年内，经营产值贡献累计不低于20亿元。 广东省住房政策研究中心首席研究员李宇嘉分析称，从地段上看，马场地块位于珠江新城东区，被称为 珠江新城最后一块"宝地"，可以称得上是多年来广州出让的地段最为核心、体量最大、业态最为丰富的 地块。因此，其出让工作提上日程后的一举一动都备受关注，竞拍当日更是吸引了多家开发商参与角 逐。 ...

编辑｜钉钉 由于围观人数达数十万人，土拍系统多次崩溃。截至发稿，竞价已超一个半小时，最新报价超200亿 元。目前，拍卖仍在继续。 记者｜郑娜 2月25日上午，广州珠江新城一块大型综合用地马场地块正式出让，起拍价高达186亿元，仅次于2009年 出让的亚运城地块。由于地块位置核心、体量大备受关注。目前参与竞买的8家企业分别为越秀、保 利、华润、招商、珠实、广州地铁、广州建筑、广州城投。 ...

（文章来源：第一财经） 广州珠江新城一块大型综合用地马场地块2月25日上午正式出让，起拍价高达186亿元，仅次于2009年出 让的亚运城地块。由于地块位置核心、体量大备受关注。目前参与竞买的8家企业分别为越秀、保利、 华润、招商、珠实、广州地铁、广州建筑、广州城投。由于围观人数达数十万人，土拍系统多次崩溃。 ...

格隆汇2月25日｜港股市场内房股集体上涨，其中，碧桂园涨8%，建发国际集团涨超6%，绿城中国涨 5%，龙湖集团、金辉控股、旭辉控股集团、融信中国、中国海外宏洋集团、越秀地产、中国金茂、华 润置地、融创中国涨超4%。 | 代码 | 名称 | | 涨跌幅 V | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02007 | 碧桂园 | 0) | 8.06% | 0.335 | 139.99亿 | -19.28% | | 01908 | 建发国际集团 | | 6.54% | 15.810 | 354.17亿 | 1.02% | | 03900 | 绿城中国 | | 5.04% | 11.470 | 291.29 Z | 35.42% | | 00960 | 龙湖集团 | | 4.90% | 10.270 | 723.18亿 | 19.98% | | 09993 | 金辉控股 | | 4.85% | 1.730 | 69.98亿 | -5.98% | | 00884 | 旭辉控股集团 | | 4.82% | 0.087 | 14. ...

广州天河区马场地块的国有建设用地使用权出让将于2月25日上午10时进行限时竞拍。南方+记者从可靠渠道获悉，目前越秀地产、保利、华润等共有8家房 地产开发企业提交了竞买申请。 值得关注的是，该地块须承诺配合履行"交房即发证"服务模式，确保购房人在收房的同时即具备申请领取不动产权属证书的条件。 业内人士分析认为，该地块的出让对于完善珠江新城东区城市功能、推动片区连片开发具有重要意义。明日最终竞拍结果将由广州市公共资源交易中心公 布。 南方+记者 周中雨 此前1月23日，马场1期地块正式挂牌出让。该地块位于天河区黄埔大道以南、马场路以东。地块起拍总价186亿元，起拍楼面价3.29万/㎡。这个起拍总价超 越了去年保利面粉厂地块的成交价。 据悉，马场地块将分两批挂牌。此前已有公开消息，马场地块规划了SKP高端商业、中央公园以及全新的配建学校。 ...

| 各线 | 城市 | 2026春节假期 (2.15-2.23) 新建商品住宅 | | --- | --- | --- | | | | 合计成交面积(万平米) | | 使之道 | | 1.36 | | 北京 | | 0.23 | | 深圳 | | 0.22RE15 | | 广州 | | 0.14 | | 温州 | | 1.08 | | 济南 | | 1.01 FIS | | 武汉 | | 中指 0.89 | | 成都 | | 0.54 | | 宁波 | | 0.49 | | 线 | 苏州 | 0.27 | | 福州 | | 0.27 | | 青岛 | | 0.15 | | 南宁 | | 0.12 REIS | | 西宁 | | 0.06 | | 甫田 | | 0.82 | | 北京 | | 0.81 | | 梅州 | | 0.81REID | | 四线 | 韶关 | 0.21 | | 佛山 | | 0.17 | | 清远 | | 0.17 | | 泰安 | | 中指 0.15 | | 合计 12 | | 10.0 | 中指研究院指数研究部总经理曹晶晶指出，春节期间部分房企积极"抢跑"，多地项目"春节不打烊"， ...

行业走势图 数据来源：聚源 -24% -12% 0% 12% 24% 2025-02 2025-06 2025-10 房地产 沪深300 相关研究报告 《上海三区启动住房以旧换新，推动 新房去库存 — 行 业 点 评 报 告 》 -2026.2.4 行 业 研 究 2026 年 02 月 24 日 投资评级：看好（维持） 《2025Q4 公募基金延续低配，持股集 中度进一步提升—行业点评报告》 -2026.1.27 《销售延续调整态势，期待政策显效 与市场筑底 — 行 业 点 评 报 告 》 -2026.1.19 楼市延续筑底行情，政策宽松下布局时点已至 ——行业点评报告 | 齐东（分析师） | 胡耀文（分析师） | | --- | --- | | qidong@kysec.cn | huyaowen@kysec.cn | | 证书编号：S0790522010002 | 证书编号：S0790524070001 | huyaowen@kysec.cn 证书编号：S0790524070001 春节市场成交量：一手房网签偏弱，二手房基本持平 一手房方面，2026 年除夕前一周 40 城市合计一手房成交 133.68 ...

Core Insights - The article highlights the top short-selling stocks in the market, indicating significant investor sentiment and potential market movements [1][2]. Short Selling Ratios - The highest short-selling ratio is observed in China Resources Beer (80291) at 100.00%, followed by JD Group (89618) at 92.61% and AIA Group (81299) at 82.83% [1][2]. - Other notable companies with high short-selling ratios include New World Development (80016) at 69.99% and Xiaomi Group (81810) at 69.65% [2]. Short Selling Amounts - The top three companies by short-selling amount are Meituan (03690) with 1.899 billion, Xiaomi Group (01810) with 1.248 billion, and Tencent Holdings (00700) with 1.223 billion [1][2]. - Alibaba (09988) follows with a short-selling amount of 1.107 billion, indicating substantial investor activity in these stocks [2]. Deviation Values - The highest deviation values, which reflect the difference between current short-selling ratios and the average over the past 30 days, are led by Yuan Da Pharmaceutical (00512) at 42.04%, Yuexiu Property (00123) at 40.19%, and COFCO Joycome (01610) at 39.65% [1][2]. - Other companies with significant deviation values include Sunac Services (01516) at 39.64% and China Ship Leasing (03877) at 39.39% [2].

Group 1 - The company, Yuexiu Property, announced the acquisition of a 65.35% stake in Hangzhou Binwan Real Estate Development Co., Ltd. through its indirect non-wholly owned subsidiary, Hangzhou Yuejia, and Zhejiang Jianhang [1][2] - The total consideration for the acquisition includes a capital contribution of RMB 282.8 million, interest payable of approximately RMB 1.6378 million, and shareholder loans totaling approximately RMB 316 million [1] - The project company is specifically established for the development of a residential site located in Xiaoshan District, Hangzhou, covering a total area of 28,869 square meters [2] Group 2 - A joint venture will be established within 20 working days from the cooperation agreement date, with a registered capital of RMB 560 million, where the seller will hold 49.50% and Hangzhou Yuejia will hold 50.50% [2] - The project company will not engage in any other business apart from the residential development of the target site, which is strategically located with strong commercial, educational, and transportation infrastructure [2] - The acquisition is expected to enhance the development efficiency and resource allocation for the target site, contributing positively to the company's overall operational scale and financial performance [3]

Group 1 - The company, Yuexiu Property, announced the acquisition of a 65.35% stake in Hangzhou Binwan Real Estate Development Co., Ltd. through its indirect non-wholly owned subsidiary, Hangzhou Yuejia, and Zhejiang Jianhang [1][2] - The total consideration for the acquisition includes a capital contribution of RMB 282.8 million, interest payable of approximately RMB 1.6378 million, and shareholder loans totaling approximately RMB 316 million [1] - The project company is specifically established for the development of a residential site located in Xiaoshan District, Hangzhou, covering a total area of 28,869 square meters [2] Group 2 - A joint venture will be established within 20 working days from the cooperation agreement date, with a registered capital of RMB 560 million, where the seller will hold 49.50% and Hangzhou Yuejia will hold 50.50% [2] - The seller will transfer 70.00% of the project company’s shares to the joint venture and 30.00% to Zhejiang Jianhang, resulting in ownership stakes of 34.65%, 35.35%, and 30.00% respectively [2] - The board believes that the acquisition aligns with the group's interests and will enhance operational scale and financial performance by consolidating the project's financial results into the company's overall performance [3]