自公司《关于本公司获得房地产项目的公告》（公告编号 2025-102）披露 以来，公司新增加房地产项目 10 个，项目信息如下（具体位置详见附图）： 由于项目开发过程中存在各种不确定性，上述数据可能与定期报告披露的数 据存在差异，相关数据以公司定期报告为准。 序号 项目名称 获取 方式 土地 用途 用地 面积 规划容积 率面积 我方需支 付价款 权益 比例 1 广州市海珠区 南泰路北侧地块 招拍挂 住宅 42,208 143,507 350,000 100% 2 广州市白云区 云城东路东侧地块 招拍挂 住宅 22,870 52,601 198,324 100% 3 上海市嘉定区 封杨路东侧地块 招拍挂 住宅 20,958 48,203 75,911 50% 4 佛山市南海区 五岭路北侧地块 招拍挂 住宅 52,741 126,579 126,579 100% 5 佛山市南海区 黎边路东侧地块 招拍挂 住宅 70,394 183,025 219,630 100% 6 合肥市肥西经开区 青龙潭路北侧地块 招拍挂 住宅 13,970 32,131 16,764 100% 7 重庆市两江新区 金源路西侧地块 招拍挂 ...

保利发展控股集团股份有限公司 董事会 2025 年 12 月，公司实现签约面积 69.71 万平方米，同比减少 19.33%；签约 金额 121.64 亿元，同比减少 18.94%。 2025 年 1-12 月，公司实现签约面积 1235.34 万平方米，同比减少 31.24%； 签约金额 2530.30 亿元，同比减少 21.67%。 由于销售过程中存在各种不确定性，上述销售数据可能与定期报告披露的数 据存在差异，相关数据以公司定期报告为准。 特此公告。 | 证券代码：600048 | 证券简称：保利发展 | 公告编号：2026-002 | | --- | --- | --- | | 转债代码：110817 | 转债简称：保利定转 | | 2025 年 12 月份销售情况简报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 二〇二六年一月九日 ...

人民财讯1月9日电，保利发展（600048）1月9日公告，2025年12月，公司实现签约面积69.71万平方 米，同比减少19.33%；签约金额121.64亿元，同比减少18.94%。2025年1—12月，公司实现签约面积 1235.34万平方米，同比减少31.24%；签约金额2530.30亿元，同比减少21.67%。 ...

保利发展公告，2025年12月，公司实现签约面积69.71万平方米，同比减少19.33%；签约金额121.64亿 元，同比减少18.94%。2025年1-12月，公司实现签约面积1235.34万平方米，同比减少31.24%；签约金 额2530.3亿元，同比减少21.67%。 ...

保利发展公告称，自《关于本公司获得房地产项目的公告》（公告编号2025 - 102）披露以来，新增加 10个房地产项目，获取方式均为招拍挂，土地用途主要为住宅，部分为商住。用地面积合计329,634平 方米，规划容积率面积832,567平方米，公司需支付价款合计110.86亿元。权益比例多数为100%，上海 嘉定区地块为50%，太原小店区地块为70%。因项目开发存在不确定性，数据以定期报告为准。 ...

保利发展公告称，2025年12月，公司实现签约面积69.71万平方米，同比减少19.33%；签约金额121.64 亿元，同比减少18.94%。2025年1-12月，实现签约面积1235.34万平方米，同比减少31.24%；签约金额 2530.30亿元，同比减少21.67%。因销售存在不确定性，销售数据可能与定期报告存在差异，以定期报 告为准。 ...

Core Viewpoint - The 2025 China Real Estate Product Power TOP 100 conference highlighted the industry's shift towards product quality and innovation, emphasizing the "Good House" strategy as a key focus for leading real estate companies [1][10][18]. Group 1: Conference Overview - The conference featured nearly a hundred industry professionals and experts discussing the positive trends in product power innovation within the real estate sector [3]. - The event marked the release of four major rankings related to product power, including the "TOP 100 Real Estate Companies" and the newly introduced "Good House" ranking [5][10]. Group 2: Product Power Rankings - Green City China topped the rankings, followed by Poly Developments and China Resources Land in second and third place, respectively [10]. - The rankings reflect a significant shift in the industry, with companies focusing on safety, comfort, sustainability, and intelligence as core dimensions of their product strategies [10][18]. Group 3: Industry Trends and Innovations - The "Good House" strategy is characterized by a focus on safety, comfort, green living, and smart technology, with an emphasis on creating a closed-loop system through quantifiable technical standards [10][18]. - The industry is transitioning from being mere "space providers" to "technology solution providers," enhancing competitive barriers through standardized technology and service ecosystems [10]. Group 4: Research and Development - The Product Power 100 working group has been conducting evaluations since 2018, continuously improving the assessment model to enhance its authority and relevance [5][12]. - The 2025 evaluations will focus on new product trends, including the "Good House" system, and will explore various hot topics such as "four generations of housing upgrades" and "community amenities" [12][18]. Group 5: Challenges and Solutions - The market is facing challenges where good products do not necessarily translate to good sales due to various pressures, including a cautious buyer sentiment and product homogeneity [24][25]. - To overcome these challenges, companies must deeply understand market dynamics, customer insights, and product refinement to create truly marketable "Good Houses" [26][30]. Group 6: Customer-Centric Approach - The evolving customer demands necessitate a shift from merely meeting physical housing needs to addressing emotional and cultural aspects of living spaces [65]. - Companies are encouraged to conduct in-depth customer research to identify core needs and integrate these insights into the entire development process [71]. Group 7: Future Outlook - The 2025 "Good House" policy by the Ministry of Housing and Urban-Rural Development is seen as a pivotal factor for the future of the real estate industry, with significant improvement potential in existing housing stock [18]. - The industry is expected to transition towards a system of competition that integrates product quality, customer research, and operational efficiency, paving the way for high-quality development in the housing market [35].

观点网讯：1月9日，保利（大连）房地产开发有限公司与沈阳金地恒耀房地产开发有限公司联合体以 7.37亿元底价摘得大连市沙河口区马栏街道大城(2025)-12号地块，综合楼面价7454元/㎡，占地面积6.36 万㎡，建筑面积约9.88万㎡，容积率1.56。 该地块原为华润啤酒厂，历经多次流拍与规划调整后终成交，新增住宅面积并降低容积率，未来拟建低 密度洋房社区。地块紧邻地铁2号线马栏广场站，周边商业、教育、医疗配套成熟，但南侧西部大通道 或带来噪音影响。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

Group 1 - The State-owned Assets Supervision and Administration Commission announced personnel changes for 11 central enterprises, involving 14 leadership appointments and dismissals [1] - Zhao Dianlong has been appointed as the Deputy Secretary and Director of China Railway Engineering Group Co., Ltd., and is nominated as the candidate for General Manager [2] - Chen Zhiming has been appointed as the Deputy Secretary of China Railway Construction Group Co., Ltd. [3] Group 2 - Lin Cunzeng has been appointed as the Deputy Secretary and Director of China Steel Research Group Co., Ltd., and is nominated as the candidate for General Manager [5] - Zhao Tao has been appointed as a Standing Committee Member of China Chemical Engineering Group Co., Ltd. [6] - Liu Xueshi has retired from the position of Chief Accountant of China Guoxin Holdings Co., Ltd. [7] Group 3 - Zhang Zhenga has been appointed as an external director of China Chengtong Holdings Group Co., Ltd., while Ma Liangjie has been dismissed from the external director position [8] - Wu Aihong has been appointed as an external director of China International Technology Cooperation Group Co., Ltd. [9] - Zhu Ze has been appointed as an external director of China Agricultural Development Group Co., Ltd., while Yang Youhong has been dismissed from the external director position [10] Group 4 - Huang Xudan has been appointed as an external director of China Forestry Group Co., Ltd. [11] - Tan Xinghui has been appointed as an external director of China Poly Group Co., Ltd., while Guo Jianxin has been dismissed from the external director position [12]

2026.01. 09 本文字数：2137，阅读时长大约4分钟 作者 | 第一财经 孙梦凡 2025年的土地市场，两大关键词是规模缩量与点状高温。 中指研究院最新数据显示，2025年300城住宅用地成交规划建筑面积为6.2亿平方米，同比下降 13.5%，出让金2.3万亿元，同比下降10.6%。虽然整体规模缩量，但在上海、北京、杭州、成都等 城市，高总价、高单价、高溢价地块屡屡刷新。 头部房企尤其是央国企，在市场调整期逆势入场。去年拿地金额百强房企中，TOP10房企的拿地金 额占比达50.5%，TOP20房企拿地金额占比高达62.7%，相较上年分别提高9.1、7.8个百分 点，"面粉"资源正加速向少数房企聚集。 高总价、高单价地块频出 从城市整体层面看，去年上海共成交64宗宅地，其中37宗溢价成交；杭州共成交92宗宅地，68宗溢 价成交，其中33宗溢价率超30%；北京共成交40宗宅地，14宗溢价成交；深圳共成交12宗宅地，9 宗溢价成交；成都成交107宗宅地，42宗溢价成交。 截至2025年末，一二线城市的宅地出让金占300城的比例达57.0%，较2024年提升4.4个百分点。 其中，一线城市宅地出让金占比为1 ...