业绩快报 | 美团预计亏损至少233亿；远洋、合生、富力、合景、华侨城、建业等发布月报

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关注：点击上方蓝字“观点”，欢迎置顶或设为星标，即可快速获取商业财经深度资讯。业绩快报观点新媒体第一时间呈现的企业成绩单。美团预计2025年亏损至少233亿上年同期为盈利358亿2月13日，美团发布盈利预警公告。公告显示，根据对最新未经审核综合管理账目的初步评估及董事会现时可得资料，美团预期于截至2025年12月31日止年度录得亏损约人民币23,300百万元至人民币24,300百万元，相比之下，...

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上年同期为盈利358亿2月13日，美团发布盈利预警公告。公告显示，根据对最新未经审核综合管理账目的初步评估及董事会现时可得资料，美团预期于截至2025年12月31日止年度录得亏损约人民币23,300百万元至人民币24,300百万元，相比之下，于截至2024年12月31日止年度录得溢利约人民币35,808百万元。美团表示，于2025年度的预期亏损，主要是由于核心本地商业分部从2024年度约人民币52,415百万元的经营溢利转为2025年度约人民币6,800百万元至人民币7,000百万元的经营亏损，同时集团进一步加大了海外业务的投入。尤其是，为了应对2025年度行业空前激烈的竞争，已战略性地加大对整个生态体系的投入，以增强核心优势并推动可持续增长。相关举措主要包括：(i)在消费者端，强化营销推广力度，提升品牌影响力及价格竞争力，持续提高用户交易活跃度与黏性；(ii)在配送端，增加骑手激励并丰富骑手权益，以保障服务品质及提升用户体验；及(iii)在商户端，持续积极投入资源，支持商户提升运营效率、拓宽消费者覆盖范围、迭代经营模式，并实现稳步增长。上述举措对核心本地商业分部2025年度的盈利能力造成了影响。美团称，尽管受持续竞争影响，亏损趋势预计将在2026年第一季度延续。集团已积极调整经营策略，并将持续落实一系列措施，包括进一步推动AI及无人配送技术的发展与应用、持续推进产品及业务模式创新、通过精细化运营提升效率，以及完善行业生态体系。瑞安房地产预计2025年度股东应占亏损17亿-18亿2月13日，瑞安房地产发布2025年全年业绩盈利警告。根据公告，根据目前所得资料，瑞安房地产预期截至2025年12月31日止年度股东应占亏损净额将介乎人民币17亿元至人民币18亿元，相较2024年同期股东应占溢利净额人民币1.8亿元。瑞安房地产表示，预计亏损净额主要是由于集团投资物业的公平值减值以及未出售存货的减值拨备，对公司综合总资产（以归属基准计算）的影响预计为2%至3%。剔除上述影响，预计2025年度将录得核心溢利。瑞安房地产称，重估向下调整不会减少现金流，因此不会直接影响公司的流动性。公司预计，2025年底的总银行结余及现金将高于2025年6月30日的水平，以及集团净资产负债率将维持稳定为约52%。瑞安房地产进一步表示，公司对近期业务前景保持谨慎态度，基于房地产行业整体流动性可能仍将保持紧张。公司将继续审慎管理其财务及审查及采取最佳策略，以维持长期增长。远洋集团：1月协议销售额约11.5亿 代建项目销售额约1.7亿2月13日，远洋集团控股有限公司董事局公布2026年1月未经审核营运数据。公告显示，该集团连同其合营及联营公司当月常规项目协议销售额约为11.5亿元人民币，对应销售楼面面积约7.86万平方米，销售均价约每平方米1.46万元。同期，远洋集团代建项目协议销售额约为1.7亿元人民币，协议销售楼面面积约1.63万平方米，销售均价约每平方米1.04万元。公告强调，上述营运资料未经审核，仅为初步内部资料编制，可能与定期财报存在差异，仅供投资者参考，并提醒股东及投资者谨慎决策。合生创展：1月总合约销售金额约5.91亿元2月13日，合生创展集团有限公司发布截至2026年1月31日止1个月未经审核营运数据。根据公告内容，期内合生创展集团及其合营、联营公司总合约销售金额约5.91亿元，其中物业合约销售约5.52亿元、装修合约销售约0.39亿元。同期，该集团物业合约销售面积约20266万平方米，销售均价约每平方米27230元；以“合生”品牌代建管理的非自投物业合约销售面积约1635平方米，销售金额约1.18亿元。富力地产：1月总销售收入7.2亿元 销售面积6.51万平方米2月13日，广州富力地产股份有限公司发布2026年1月未经审核营运数据。根据公告内容，富力地产于2026年1月的月内总销售收入共约人民币7.2亿元，销售面积达约6.51万平方米。合景泰富：1月预售额3.25亿元 同比减少35.3%2月13日，合景泰富集团控股有限公司发布2026年1月未经审核营运数据。根据公告内容，2026年1月，合景泰富集团及其合营企业及联营公司的预售额为人民币3.25亿元，与去年同期相比减少35.3%。同期，预售建筑面积约为1.06万平方米，与去年同期相比减少10.9%。建业地产2026年1月合同销售额3.98亿元 同比下降31%2月13日，建业地产披露2026年1月未经审核的合同销售数据。根据公告，2026年1月份，建业地产取得物业合同销售额人民币3.98亿元，同比减少31.1%；合同销售建筑面积58,636平方米，同比减少36%；每平方米平均销售价格为人民币6788元，同比增加7.6%。华侨城2026年首月合同销售金额5.9亿元 同比减少53%2月13日，深圳华侨城股份有限公司发布2026年1月主要业务经营情况公告。根据公告内容，2026年1月，华侨城A实现合同销售面积4.5万平方米，同比减少45%；合同销售金额5.9亿元，同比减少53%。土地拓展方面，该月公司无新增土地情况。文旅业务方面，2026年1月，华侨城A旗下文旅企业合计接待游客554万人次，同比减少15%，主要受春节假期时间点差异影响。公司表示，将聚焦春节节点，统筹整合各类资源打造多元节庆活动，引进非遗技艺、民俗体验等特色内容，将娱乐与民俗深度融合，丰富游客文化体验。融信中国2026年1月合约销售额2.18亿元2月13日，融信中国控股有限公司发布2026年1月未经审核营运数据。根据公告内容，截至2026年1月止1个月，融信中国总合约销售额约为2.18亿元；合约建筑面积约为1.98万平方米；平均合约售价约为每平方米1.1万元。点击阅读原文，了解更多","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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