（文章来源：北京商报） 北京商报讯2月9日，招商蛇口披露1月销售简报。简报显示，1月招商蛇口实现签约销售面积27.22万平 方米，实现签约销售金额76.74亿元。 ...

证券代码：001979 证券简称：招商蛇口 公告编号：【CMSK】2026-007 | 序 | | 项目 | | 土地 | 土地面积 | | 计容建筑 | | 权益 | 公司需支 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | 项目名称 | 区域 | | 用途 | （万平米） | | 面积 （万平米） | | 比例 | 付价款 （万元） | | 1 | 杭州市上城区四堡七 堡 | 杭 州 | 市 | 住宅 | | 2.43 | | 6.07 | 51% | 129,444 | | | JG1404-29 地块 | 上城区 | | | | | | | | | 特此公告。 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 2026 年 1 月，公司实现签约销售面积 27.22 万平方米，实现签约销售金额 76.74 亿元。鉴于销售过程中存在各种不确定性，上述销售数据可能与公司定期 报告披露的相关数据存在差异，以上统计数据仅供投资者参考。 自2025年12月销售及购地情况 ...

招商蛇口公告，2026年1月，公司实现签约销售面积27.22万平方米，实现签约销售金额76.74亿元。公司 近期新增项目杭州市上城区四堡七堡JG1404-29地块，土地面积2.43万平米，计容建筑面积6.07万平米， 权益比例51%，公司需支付价款12.94亿元。 ...

(本文来自第一财经) 招商蛇口在投资者互动平台回答称，公司积极应用自身和招商局业务资源，前期已介入免税业务并已获 得积极成果。通过旗下企业与深圳免税集团合作，成立合资公司开展业务，目前业务涵盖港澳航线高速 客船免税、港口出境免税。 ...

Investment Rating - The investment rating for the real estate industry is "Positive" (maintained) [4] Core Viewpoints - The report highlights three major trends expected in 2026: 1) The real estate adjustment is likely nearing its end, with current price adjustments being relatively sufficient compared to global averages; 2) There are structural opportunities for "good houses" as the market enters a phase of differentiation, with a focus on high-quality residential developments; 3) The recovery of the Hong Kong property market is anticipated to continue, driven by multiple favorable factors [4][6][48]. Market Performance - The Shanghai Composite Index fell by 1.3%, while the real estate sector (Shenwan) remained unchanged at 0.0%. Notable stock performances included Jingtou Development (+23.7%) and Rong'an Real Estate (+13.7%) [6][9]. Data Tracking New Housing Transactions - In the week of January 31 to February 6, 2026, new housing transactions in 42 key cities totaled 1.48 million square meters, a slight decrease of 0.1% from the previous week but a year-on-year increase of 118.5% [15][21]. - For February up to the week of February 6, new housing transactions reached 1.27 million square meters, reflecting a 39.9% increase month-on-month and a 171.3% increase year-on-year [21]. Second-Hand Housing Transactions - In the same week, second-hand housing transactions in 21 key cities totaled 2.12 million square meters, down 3.0% from the previous week but up 212.5% year-on-year [33][37]. - For February up to the week of February 6, second-hand housing transactions reached 1.92 million square meters, marking a 71.2% increase month-on-month and a 327.8% increase year-on-year [37]. Industry News - The report notes that the central government has prohibited the sale of rural collective operating construction land for residential purposes, and 29 provinces will implement a second round of land extension trials [48]. - The first batch of commercial real estate REITs is set to raise 31.475 billion yuan, covering asset types such as shopping centers and office buildings [48]. - Shanghai has initiated the acquisition of second-hand housing for affordable rental housing projects, with specific districts as pilot areas [48][50]. Company Announcements - In January 2026, major companies reported sales figures: Yuexiu Real Estate at 4.2 billion yuan (down 36.4% year-on-year), Greentown China at 9.7 billion yuan (down 14.2%), and China Overseas Development at 14.48 billion yuan (up 20.4%) [51][52].

Core Viewpoint - The A-share real estate market has shown strong performance, with several key stocks experiencing significant gains following government discussions on policies to stabilize and boost the real estate market [1] Group 1: Market Performance - Shahe Co. reached a daily limit increase of 10%, while Zhu Mian Group rose over 6% and New Town Holdings increased by over 5% [1] - Other notable gainers include Yingxin Development, Jindi Group, and Jingtou Development, all rising over 4%, while Shen Zhen Ye A, China Merchants Shekou, and Vanke A saw increases of over 3% [1] Group 2: Policy Developments - The Jiangsu provincial government held a meeting with real estate professionals to discuss measures aimed at stabilizing and boosting the real estate market [1] - A closed-door seminar ahead of the National People's Congress suggested issuing additional government bonds, lowering interest rates, and stabilizing the housing market [1] - Fujian province released implementation opinions to promote high-quality urban development, focusing on the renovation of urban villages and old housing [1] - Shenzhen conducted a site meeting on urban renewal, emphasizing the need for tailored approaches to promote organic urban renewal and accelerate the construction of safe, comfortable, green, and smart housing [1]

Core Viewpoint - The A-share market is experiencing a strong performance in the real estate sector, with several companies seeing significant stock price increases due to supportive government policies aimed at stabilizing and boosting the real estate market [1] Group 1: Market Performance - Shahe Co., Ltd. reached the daily limit up with a 9.99% increase, bringing its total market value to 3.517 billion [2] - Zhuan Mian Group saw a rise of 6.64%, with a total market value of 15.1 billion [2] - New Town Holdings increased by 5.46%, with a market capitalization of 41 billion [2] - Other notable performers include Yingxin Development (+4.98%), Jindi Group (+4.82%), and Jingtou Development (+4.79%) [2] Group 2: Government Policies - Jiangsu Province government held a meeting to discuss policies to stabilize and boost the real estate market [1] - A closed-door seminar ahead of the National Two Sessions suggested measures such as issuing additional government bonds, lowering interest rates, and stabilizing the housing market [1] - Fujian Province issued implementation opinions to promote high-quality urban development, focusing on the renovation of urban villages and old housing [1] - Shenzhen City emphasized the need for organic urban renewal to accelerate the construction of safe, comfortable, green, and smart housing [1]

Investment Rating - The report maintains an "Overweight" rating for the real estate industry [4] Core Insights - The report highlights the significance of Shanghai's new policy to acquire second-hand housing for affordable rental housing, indicating a strong signal in a declining market. The policy aims to link demand for affordable housing with improvement needs, potentially activating the market by directing purchasing power to higher-priced new and second-hand homes [11][12] - The report emphasizes that the real estate sector serves as an early economic indicator, suggesting that investing in real estate is akin to investing in economic trends. The competitive landscape is expected to improve, benefiting leading state-owned enterprises and quality developers [4] - The report suggests focusing on first-tier cities and select second- and third-tier cities, as this combination has shown better performance during market rebounds [4] Summary by Sections 1. Shanghai's Housing Acquisition Policy - Shanghai has initiated a program to acquire second-hand housing for affordable rental purposes, with pilot areas including Pudong, Jing'an, and Xuhui, each having distinct acquisition criteria and models [11] - The policy aims to match housing types with talent needs, focusing on low-priced, small-sized properties to stimulate market activity [12] 2. Market Review - The report notes that the real estate index has shown minimal change, outperforming the CSI 300 index by 1.34 percentage points. A total of 73 stocks in the real estate sector increased in value, while 40 stocks decreased [15] - The top-performing stocks included Jinglan Technology and Qianjing Garden, with significant weekly gains [21] 3. New and Second-Hand Housing Transactions - In the week leading up to February 6, new housing transactions in 30 cities totaled 131.2 million square meters, a 5.2% decrease from the previous week but a 138.2% increase year-on-year. First-tier cities saw a 4.0% increase week-on-week [26] - Second-hand housing transactions in 15 sample cities totaled 204.5 million square meters, reflecting a 3.5% decrease week-on-week but a 717.5% increase year-on-year [35]

每经AI快讯，招商蛇口2月6日晚间发布公告称，公司第四届2026年第一次董事会临时会议于2026年2月 6日以通讯方式召开。会议审议了《关于制定估值提升计划的议案》等文件。 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。 每日经济新闻 每经头条（nbdtoutiao）——目标是囤700吨黄金！连续两年增持黄金最多的央行宣布：再买150吨 （记者 胡玲） ...

（文章来源：证券日报） 证券日报网讯 2月6日，招商蛇口发布公告称，公司于2025年10月29日召开的第四届董事会第四次会议 审议通过《关于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司使用不超过10.00亿元 （含10.00亿元）闲置募集资金暂时补充流动资金，使用期限不超过12个月（自公司董事会审议批准之 日起计算）。根据资金安排，公司已于2026年2月6日提前归还人民币10，000万元至募集资金专用账 户。 ...