2月10日，港股三大指数盘初冲高回落涨幅收窄，午后维持震荡行情。截止收盘，恒生指数涨0.58%， 进一步站稳在27000点以上，国企指数、恒生科技指数分别上涨0.81%及0.62%。 盘面上，港股科技股回暖；AI应用股走强，阅文集团大涨超15%；影视娱乐股全天活跃；生物医药股全 线走强，复宏汉霖领涨；新消费概念股、纸业股、家电股、海运股、汽车股多数上涨。另一方面，教育 股跌幅靠前，濠赌股集体低迷，内房股普遍走低，燃气股、电力股、电信股低迷。 | 行业热力图 v 领涨板块 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 银行 | 保险 | 油气生产商 | 汽车 +1.26% | 黄金及贵 +0.90% | 药品 +2.10% | 服装 +1.35% | 互动媒体 +0.83% | | +0.63% | +0.28% | +2.05% | 能源储存装置 -0.48% | 消费性电 0.92% | 半导体 +0.78% | 家庭电 非酒精 +1.43% -1.03% 其他金 | 其他会 | | | | | | | 证券及经 +0 ...

Investment Rating - The report maintains a "Recommendation" rating for the real estate sector, specifically highlighting the promotion of "good housing" construction in Fujian [2]. Core Insights - The report indicates a seasonal decline in new and second-hand housing transactions, with new housing transaction area in 20 cities decreasing by 9% week-on-week but increasing by 147% year-on-year. The total transaction area for new housing was 170 million square meters [22][21]. - The second-hand housing market showed a similar trend, with a 7% week-on-week decrease but a 174% year-on-year increase in transaction area, totaling 199 million square meters [27][24]. - The report emphasizes the importance of addressing three key issues in the real estate market: declining new housing demand, unresolved inventory, and the negative impact of land finance on the economy [6]. Industry Data - The real estate sector consists of 107 listed companies with a total market capitalization of approximately 1,270.7 billion yuan and a circulating market capitalization of about 1,217.1 billion yuan [2]. - The sector's performance in the past month shows an absolute increase of 2.3%, a 6-month increase of 7.4%, and a 12-month increase of 12.8% [3]. Policy Developments - Fujian province has introduced measures to stabilize the real estate market, focusing on promoting housing consumption and inventory reduction, including optimizing shared ownership policies and encouraging the purchase of existing homes [15][18]. - Gansu province has adjusted its housing provident fund loan policies, increasing the maximum loan amounts for single and married contributors [15][18]. Sales Performance - In the first week of February, the average daily transaction area for new housing in 20 cities was 24.3 million square meters, with a cumulative transaction area of 838 million square meters year-to-date, reflecting a 28% year-on-year decrease [22][21]. - The report notes that the average transaction area for second-hand housing in 11 cities was 28.5 million square meters, with a cumulative area of 1,067 million square meters year-to-date, indicating a 23% year-on-year increase [27][24]. Investment Strategy - The report suggests focusing on three areas to find alpha in the real estate sector: precision in land acquisition for developers, stable income assets such as leading shopping centers, and leading real estate agencies that enhance transaction efficiency [6].

Investment Rating - The report maintains a "Recommendation" rating for the real estate sector, specifically highlighting the promotion of "good housing" construction in Fujian [2]. Core Insights - The report indicates a seasonal decline in new and second-hand housing transactions, with new housing transaction volume in 20 cities decreasing by 9% week-on-week but increasing by 147% year-on-year. Second-hand housing transactions in 11 cities also saw a week-on-week decrease of 7% but a year-on-year increase of 174% [6][21][27]. - The report emphasizes the importance of addressing three key issues in the real estate market: the decline in new housing demand, unresolved inventory issues, and the negative impact of land finance on the economy [6]. Summary by Sections Industry Basic Data - The real estate sector comprises 107 listed companies with a total market capitalization of 1,270.717 billion yuan and a circulating market capitalization of 1,217.136 billion yuan [2]. Sales Performance - In the sixth week, the average daily transaction area for new housing in 20 cities was 24.3 million square meters, with a total transaction area of 170 million square meters, reflecting a year-on-year increase of 147% [22][21]. - The average daily transaction area for second-hand housing in 11 cities was 28.5 million square meters, with a total transaction area of 199 million square meters, showing a year-on-year increase of 174% [27][30]. Policy News - Fujian Province has introduced measures to stabilize the real estate market, focusing on promoting housing consumption and inventory reduction, including optimizing shared ownership policies and encouraging the purchase of existing homes [15][18]. - Gansu Province has adjusted its housing provident fund loan policies, increasing the maximum loan amounts for single and married contributors [15][18]. Investment Strategy - The report suggests focusing on three areas to find alpha in the real estate sector: precision in land acquisition for developers, investment in leading shopping centers, and monitoring leading real estate agencies for efficiency improvements [6].

格隆汇2月6日丨世茂集团(00813.HK)公告，集团于2026年1月的合约销售额约为人民币15.10亿元，合约 销售面积为120,782平方米。2026年1月平均销售价格为每平方米人民币12,504元。 ...

世茂集团(00813)公布，该集团于2026年1月的合约销售额约为人民币15.10亿元，合约销售面积为 120,782平方米。2026年1月平均销售价格为每平方米人民币12,504元。 ...

智通财经APP讯，世茂集团(00813)公布，该集团于 2026 年 1 月的合约销售额约为人民币 15.10 亿元， 合约销售面积为 120,782平方米。2026年1月平均销售价格为每平方米人民币12,504元。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 （於開曼群島註冊成立之有限公司） （股份代號： 813） 2026年1月未經審核營運數據 世茂集團控股有限公司（「本公司」）董事會（「董事會」）謹此公佈本公司及其 附屬公司（統稱為「本集團」）2026年1月若干未經審核營運數據如下： ⚫ 本集團於 2026 年 1 月 的合約銷售額約為人民幣 15.10 億元，合約銷售面積為 120,782平方米。2026年1月平均銷售價格為每平方米人民幣12,504元。 上述銷售數據未經審核，乃根據本集團初步內部資料編製，鑒於收集該等銷售資料 過程中存在各種不確定因素，該等銷售數據與本公司按年度或半年度刊發的經審核 或未經審核綜合財務報表中披露的數字可能存在差異，因此上述數據僅供投資者參 考。投資者買賣本公司證券時務須謹慎行事，避免不恰當地倚賴該等資料。如有任 何疑問，投資者應尋求專業人士或財務顧問的專業意見。 代表董事會 世茂集團控股有限公司 主席及總裁 許世壇 香 ...

作者：观察君 2月4日，港股收盘，恒生指数收涨0.05%，报26847.32点；恒生科技指数收跌1.84%，报5366.44点。 板块方面，煤炭股涨幅居前，兖矿能源涨超10%，中国神华涨超5%；芯片股走势疲软，上海复旦跌超 5%，华虹半导体跌近5%；科网股整体表现低迷，腾讯控股跌近4%，哔哩哔哩跌超3%；内房股集体走 高，世茂集团涨超14%，融创中国涨超8%。恒生指数成分股中，信义玻璃、中国神华、华润置地涨幅 靠前；携程集团-S、腾讯控股、网易-S跌幅居前。恒生科技指数成分股中，理想汽车-W、零跑汽车、 海尔智家涨幅靠前；金蝶国际、携程集团-S、同程旅行跌幅居前。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

每经记者｜张锦河 每经编辑｜段炼 | （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） | | --- | | 芯片股低迷，上海复旦跌超5%，华虹半导体跌近5%，兆易创新跌超3%，中芯国际跌超2%。 | 记者|张锦河 恒生科技指数跳水，跌1.844%。几大巨头表现不佳，腾讯控股跌近4%，百度集团跌近3%，小米集团跌超1.8%，京东集团跌超1.6%，阿里巴巴跌近1%。 | | 恒生科技指数成分股 | O | | --- | --- | --- | | | HSTECH 5366.440 -100.820 -1.844% | | | 名称 | 现价 ◆ | 涨跌幅 ⇒ > | | 腾讯控股 | 558.000 | -3.959% | | 00700 | | | | 哔哩哔哩-W | 243.600 | -3.715% | | 09626 | | | | 网易-S | 191.900 | -3.325% | | 099999 | | | | 百度集团-SW | 137.200 | -2.970% | | 09888 | | | 编辑|段炼 杜恒峰 校对|何小桃 封面图片|视觉 ...

机构观点 2月4日，港股股指早盘震荡走低，午后股指集体拉升高位窄幅震荡，截止收盘，恒指指数上涨12.55 点，涨幅0.05%报26847.32点，恒生科技指数下跌100.82点，跌幅1.84%报5366.44点，国企指数下跌4.73 点，跌幅0.05%报9048.38点。 盘面上，芯片股走低，上海复旦跌超5%，华虹半导体跌近5%，兆易创新跌超3%，中芯国际跌超2%。 科网股低迷，腾讯控股跌近4%，哔哩哔哩跌超3%，百度集团跌近3%。煤炭股涨幅居前，兖矿能源涨超 10%，中国神华涨超5%。内房股走高，世茂集团涨超14%，融创中国涨超8%，万科企业涨超6%，越秀 地产涨超6%。 盘面情况 盘面上，各板块表现可谓"冰火两重天"。 在科技领域，企业合作与业务进展亮点频出。英诺赛科旗下相关产品成功完成在谷歌公司相关AI硬件 平台的重要设计导入，并签订合规供货协议，这一突破为其在AI硬件市场站稳脚跟奠定了坚实基础。 英矽智能也不甘示弱，获美纳里尼3900万港元里程碑付款，且合作项目MEN2501完成首例患者给药， 标志着其在医药科技研发上迈出了重要一步。数盟资本同样有新动作，其迪拜附属公司与一间澳门分销 商签订总额为30 ...