2026.02. 11 本文字数：1916，阅读时长大约4分钟 作者 | 第一财 经 孙梦凡 房企开年人事巨震，短短一个多月时间，已有超十家房企出现高管变动。 据第一财经不完全统计，2026年开年至今，已有大悦城控股、中梁控股、新鸿基地产、荣盛发展、 光明地产、华侨城、首开股份等超十家房企出现高层变动，其中有因退休正常离任的，也有因个人原 因主动辞职的。 业内机构表示，房企管理层的调整，一般都紧密贴合企业业务发展与战略布局需求，当前房企组织架 构等在密集调整，人事变动也持续发生微妙的变化。 多家房企人事"巨震" 房企自去年以来出现的高管"变动潮"，到2026年还在发酵。 2月9日，大悦城控股发布公告称，董事会收到董事陈朗的书面辞职报告，其因已达退休年龄，申请 辞去公司董事职务，公司将尽快完成董事的补选工作。 2月6日，中梁控股发布公告称，何剑已辞任执行董事、联席总裁及环境、社会及管治委员会成员， 同时赵鹏获委任为执行董事、联席总裁等职务。 公开资料显示，何剑2015年加入中梁，历任多个区域公司、大区负责人，2021年被委任为执行董事 及环境、社会及管治委员会成员，并担任公司联席总裁。赵鹏2015年加入中梁，此 ...

Group 1 - Over ten real estate companies have experienced executive changes within just over a month since the beginning of 2026 [2][3] - Notable companies undergoing changes include Joy City Holdings, Zhongliang Holdings, New World Development, Rongsheng Development, Bright Realty, and others, with reasons ranging from retirement to personal resignations [2][3] - The adjustments in management are closely aligned with the companies' business development and strategic needs, indicating a trend of organizational restructuring within the industry [2][3] Group 2 - The trend of executive turnover in real estate companies has been ongoing since last year and continues into 2026, with significant changes reported [3][4] - For instance, Joy City Holdings announced the resignation of director Chen Lang due to retirement, while Zhongliang Holdings saw the resignation of He Jian and the appointment of Zhao Peng as new executive director [3][4] - Other companies like Rongsheng Development and Bright Realty have also reported multiple executive resignations for personal reasons, reflecting a broader pattern of leadership changes across the sector [3][4] Group 3 - A new wave of organizational restructuring is occurring, with 21 real estate companies implementing 31 adjustments since January 2025 [5][6] - Major firms such as Poly, China Overseas, and Longfor are undergoing multiple rounds of restructuring, indicating a shift towards optimizing organizational efficiency [5][6] - The adjustments aim to enhance resource allocation and core business management, reflecting a transition towards quality-focused operations in the real estate sector [6][7] Group 4 - The frequent changes in management are indicative of the broader challenges faced by the real estate industry, including sales pressure and financial losses since 2022 [7] - The need for management adjustments is driven by the shift from large-scale development to refined operations and asset-light models, necessitating new leadership with different skill sets [7] - Companies are now focusing on financial security, operational efficiency, and precise investment strategies to adapt to the evolving market landscape [7]

Core Viewpoint - The real estate industry is experiencing significant executive turnover, with over ten companies undergoing leadership changes within a month, reflecting a broader trend of organizational restructuring and strategic realignment in response to market pressures [2][3][7]. Group 1: Executive Changes - More than ten real estate companies, including Joy City Holdings, Zhongliang Holdings, and New World Development, have reported executive changes since the beginning of 2026, with reasons ranging from retirement to personal resignations [2][3]. - Joy City Holdings announced the resignation of director Chen Lang due to reaching retirement age, while Zhongliang Holdings saw the departure of executive director He Jian and the appointment of Zhao Peng as his successor [3]. - Other companies like Rongsheng Development and Guangming Real Estate have also experienced frequent executive changes, indicating a trend of leadership turnover across the sector [4][5]. Group 2: Organizational Restructuring - The beginning of the year is a critical period for real estate companies to implement reforms, with 21 companies undergoing 31 organizational adjustments since January 2025 [5]. - Major firms such as Poly, China Overseas, and Longfor have initiated new rounds of optimization adjustments, with China Overseas restructuring its management model from a three-tier to a two-tier system [6]. - The adjustments aim to enhance resource allocation and core business management, reflecting a shift towards quality-focused operations in response to market challenges [6][7]. Group 3: Industry Trends and Challenges - The frequent changes in leadership are indicative of the industry's response to ongoing sales pressures and financial losses experienced by publicly listed real estate companies since 2022 [7]. - The shift from large-scale development to refined operations and asset-light models necessitates new leadership capable of navigating these changes [7]. - Companies are urged to focus on financial security, operational efficiency, and precise investment strategies to adapt to the evolving economic landscape [7].

Market Overview - The Hong Kong stock market showed initial gains but narrowed its increase, with the Hang Seng Index closing up 0.58% above 27,000 points, while the Hang Seng China Enterprises Index and Hang Seng Tech Index rose by 0.81% and 0.62% respectively [1][2]. Sector Performance - Technology stocks rebounded, driven by AI application stocks, with the stock of Reading Group surging over 15%. The film and entertainment sector remained active, and the biopharmaceutical sector saw widespread gains, led by Fuhong Hanlin [3][4]. - New consumption concept stocks, paper industry stocks, home appliance stocks, shipping stocks, and automotive stocks mostly increased. Conversely, education stocks faced declines, with gaming stocks collectively sluggish, and real estate, gas, electric, and telecom stocks also underperformed [3][4]. Notable Stocks - AI application stocks saw significant gains, with Reading Group rising 15.41%, and Zhiyun up 14.81%, reaching a new historical high during the session. Other stocks like Fubo Group and Yidu Technology also experienced increases [6][8]. - In the film sector, Orange Sky Entertainment rose over 7%, with other companies like Damai Entertainment and Ningmeng Film also following suit [10]. - The biopharmaceutical sector was buoyed by Fuhong Hanlin's increase of over 7%, with other companies like WuXi Biologics and WuXi AppTec also seeing gains [12]. Industry Insights - The real estate sector faced pressure, with Shimao Group dropping over 6% amid ongoing sales challenges in the industry. Major real estate companies are reportedly initiating organizational restructuring [13][14]. - Education stocks struggled, with Guangzheng Education falling over 5%, alongside declines in New Oriental and other educational institutions [15]. Investment Outlook - According to Everbright Securities, the current liquidity environment in the Hong Kong stock market is entering an observation period, with limited space for further tightening. Positive catalysts could lead to a recovery in market sentiment and capital inflow [22].

2025年1—12月，中梁控股累计合约销售（包括合营企业及联营公司的合约销售）金额约为人民币120.7 亿元，累计合约销售面积约为115.9万平方米，合约销售均价约为人民币10400元/平方米。 央广网北京2月10日消息（记者门庭婷）近日，中梁控股发布2026年1月的未经审核营运数据。 2026年1月，中梁控股实现合约销售（包括合营企业及联营公司的合约销售）金额约为人民币8.0亿元， 合约销售面积约为82000平方米，合约销售均价约为人民币9700元/平方米。 ...

中梁控股(02772)发布公告，2026年1月，集团合约销售(包括合营企业及联营公司的合约销售)金额约为 人民币8.0亿元，同比下降27.3%;合约销售面积约为8.2万平方米，合约销售均价约为人民币9700元╱平 方米。 ...

智通财经APP讯，中梁控股(02772)发布公告，2026年1月，集团合约销售(包括合营企业及联营公司的合 约销售)金额约为人民币8.0亿元，同比下降27.3%;合约销售面积约为8.2万平方米，合约销售均价约为人 民币9700元╱平方米。 ...

中梁控股(02772)发布公告，自2026年2月6日起：何剑先生已辞任执行董事、联席总裁及环境、社会及 管治委员会成员;赵鹏先生已获委任为执行董事、联席总裁及环境、社会及管治委员会成员。 ...

格隆汇2月6日丨中梁控股(02772.HK)公告，自2026年2月6日起：(1)何剑已辞任执行董事、联席总裁及 环境、社会及管治委员会成员；及(2)赵鹏已获委任为执行董事、联席总裁及环境、社会及管治委员会 成员。 ...

Zhongliang Holdings Group Company Limited 中 梁 控 股 集 團 有 限 公 司 （ 於開曼群島註冊成立的有限公司） 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 表示概不就 因本公告 全部或任何 部分內容而 產 生或因依 賴該等內容 而引 致的任何損失承擔任何責任。 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 依 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。 承董事會命 中梁控股集團有限公司 董事長 楊劍 香港，2026年2月6日 於本公 告日期，執 行董事為楊 劍先生、陳 紅亮先生 、趙鵬先生 、楊德業先 生及胡輝女 士，及獨立 非執 行董事為王 ...