越秀地產中期業績快報：營收同比增長34.6%，連續七年高質量穩增長
8月26日，越秀地產發佈2025年中期業績報告。報告顯示，期內越秀地產全年營收實現【475.7】億元，比去年同期增長【34.6】%，實現連續七年的營收增長。核心淨利潤和歸母淨利潤分別錄得【15.2】億元、【13.7】億元；同時連續14年保持穩定派息率，2025年中期派息率爲【40】%，中期每股派人民幣【0.151】元。
報告顯示，越秀地產上半年營收的優異表現，首先源自地產主業銷售額的逆勢增長。2025年上半年實現合同銷售額達【615】億元，同比增長【11】%，爲行業TOP10房企中僅存的三家正增長房企之一，增速位列第二；在行業銷售額排名穩居第8位。
憑藉更匹配新週期市場需求的產品力，越秀地產持續提升一二線核心城市市場佔有率。一線城市銷售額對越秀地產整體銷售貢獻佔比超【八】成，成爲業績增長的核心引擎。其中，北京海澱和樾望雲、和樾玉鳴雙項目2025年開盤勁銷152億元、上海靜安天玥項目開盤即售罄，銷售額達23億元；廣州大本營"廣府系"瓏悅西關、熙悅江灣等項目熱銷頻現、先鋒系產品東山雲起項目開盤去化近9成，各地"好房子"全面開花，推動整體去化率提升。
有分析師指出，越秀地產長期聚焦高能級城市的戰略已進入收穫期。核心城市具備強勁的購買力、穩定的改善型需求和較高的價格承載力，尤其是"好產品+好地段"的高品質項目精準契合市場需求，不僅實現快速變現，更顯著優化了營收結構，爲公司逆週期實現高質量增長提供了堅實支撐。
主業高質量增長同時，商業、服務、康養等大商業經營也持續發力，成爲越秀地產營收增長的"穩定器"。2025年上半年，越秀房託營收保持穩定，達【9.66】億元；越秀服務營收【19.62】億元，在管面積【7,231】萬平方米，新增合約面積【596】萬平方米；越秀康養入住率持續提升至【74】%，在營牀位達【7762】個，醫養結合項目數量達【24】個。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
