10月22日消息，天眼查数据显示，近日公布了一则深圳瑞捷技术股份有限公司作为原告/上诉人的开庭 公告，案号为（2026）粤1303民初10566号，案由为服务合同纠纷，审理法院为惠州市惠阳区人民法 院，当事人方面，原告/上诉人为深圳瑞捷技术股份有限公司，被告/被上诉人为万科南方区域企业管理 （广东）有限公司，开庭时间为2026年12月08日10:30。 根据统计，近一年内以深圳瑞捷技术股份有限公司为原告/上诉人/被告/被上诉人的开庭公告有17则，其 中，案由为"服务合同纠纷"的公告14则，案由为"技术服务合同纠纷"的公告1则，案由为"合同纠纷"的 公告1则。（仅统计天眼查有案号情况） | 案由 | 数量 | | --- | --- | | 服务合同纠纷 | 14 | | 技术服务合同纠纷 | 1 | | 合同纠纷 | 1 | | 其他 | 1 | | 合计 | 17 | 以深圳瑞捷技术股份有限公司为原告/上诉人/被告/被上诉人的近一年开庭公告如下： | 序 | 案号 | | 法院 | 原告/上诉 | 被告/被上诉人 | 开庭时 | | --- | --- | --- | --- | --- | --- | - ...

20 October 2026 | 5:11PM CST Equity Research CHINA PROPERTY 2027 Outlook: Four Key Pivot Points Driving a New Equilibrium Towards 2035 We expect four pivot points for China's housing market along the path to 2035E, as a result of the new sales model (here and here) introduced by the Chinese government on Aug 28, our new findings on the development progress of the inventory pipeline during this downturn, and our refreshed structural demand analysis. These four pivot points present a complex supply and demand ...

20 October 2026 | 5:13PM CST Equity Research CHINA PROPERTY Inventory structure and balance sheet depth differentiate ROE recovery path; ASP key to upside; Buy COLI, CRL, Jinmao, upgrade CMSK to Buy We expect sales model reforms (here and here) to slow ROE recovery across the housing sector. Our analysis of inventory, city exposure, and balance sheet suggests that companies with higher saleable resources, longer duration of land reserves, higher exposure to higher-tier cities, and lower leverage/debt repaym ...

September 30, 2026 02:56 PM GMT China Property | Asia Pacific M Idea New Home Sales Deteriorated in September; 4Q Likely to Remain Subdued PTI data show that the top 100 developers' property sales decline widened to 14% y-y in September, marking the sharpest contraction since April. With uncertainty around the completed- sales policy likely to keep project launches subdued, we expect new home sales to remain weak in 4Q. Sales decline deepened in September: In line with our expectations, attributable propert ...

30 September 2026 | 9:45AM CST Equity Research CHINA PROPERTY Mortgage interest subsidy introduced; scope narrower than expected but potential headroom for expansion Yi Wang, CFA +86(21)2401-8930 | yi.wang@goldmansachs.cn Goldman Sachs (China) Securities Company Limited Shi Xu +86(21)2401-8929 | shi.x.xu@goldmansachs.cn Goldman Sachs (China) Securities Company Limited Zihan Wang +86(21)2401-8691 | zihan.y.wang@goldmansachs.cn Goldman Sachs (China) Securities Company Limited Goldman Sachs does and seeks to d ...

8 中国 市场策略 2026 年 10 月 1 日 中国 A 股月度报告 2026 年 9 月：流动性波动与政策刺激带来的市场盘整 图 1：A 股行业回报与最高/最低个股回报（发行市值大于 50 亿美元） | A股 行 业 回 报 | | | A股 个 股 回 报 | | | | 香 港 、 美 国 上 市 中 国 公 司 回 报 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 行 业 | 1M (%) YTD (%) | | 代 码 | 公 司 | 1M (%) | 代 码 | 公 司 | 1M (%) | | 房地产 | 6.2 | -7.5 | 000002.SZ | 万科A | 35.7 | 1735.HK | 中环新能源 | 42.2 | | 医疗保健 | 2.4 | -1.3 | 002821.SZ | 凯莱英 | 16.7 | 3396.HK | 联想控股 | 39.4 | | 公用事业 | -0.2 | 2.9 | 001979.SZ | 招商蛇口 | 16.1 | 0992.HK | 联想集团 | 18.1 | | ...

3 October 2026 | 3:57PM HKT Portfolio Strategy Research CHINA WEEKLY KICKSTART MXCN/CSI300 lost 1.9%/1.8% in the shortened trading week. Our US economists pushed back their rate hike forecast to Dec from Oct on softer Aug core PCE. At the State Council meeting on Sep 28, Premier Li pledged incremental measures and reaffirmed the commitment to achieve the full-year growth targets. On Sep 29, policymakers announced a combination of targeted fiscal and monetary easing measures, including a 25bp cut in the PSL ...

Market performance during Week 40: Primary CHINA PROPERTY WEEKLY WRAP Week 40 Wrap - primary volume inspiring entering the "Silver" October Key highlights for the week: National Day Holiday volume encouraging: according to CREISs, during Oct 1 to Oct 7, 1) average daily online contract signing (网签) for primary homes in 25 monitored key cities recorded +34% yoy to a level similar to that of 2024; amongst them, Beijing, Hangzhou and Ningbo relatively outperformed on a yoy basis; 2) secondary online contract s ...

China Property Golden Week Property Sales: Strong Beat in Key Cities CITI'S TAKE Robust Golden Week property transactions for both primary & secondary — Policy transmission appearing broader and more consistent in the existing-home market. Secondary transactions across 26 tracked cities increased 53% YoY to 27,720 units, with all cities posting growth. Primary sales across 13 cities rose 41% YoY to 2,812 units, although the headline improvement was concentrated in a limited number of cities and underlying p ...

丘栋荣路演交流纪要（整理稿 v2） 来源：2026-10-13 录音《10 月 13 日.m4a》，时长 2h01m（7,263 秒）。 一、开场：一脉相承的投资框架 我们的思路在过去十几年是一贯的，变化其实没有。包括我们的投资者在内， 或许会发现我们的策略、产品和组织有一些比较大的变化，但那些没有反映出 来的、最根本的东西，是没有变的——那才是我们一直在追求的。 最终呈现的方法、市场或策略，看起来可能很不一样，而它背后反映出来的东 西是一样的、是一脉相承的。不管现在，还是十年前、二十年前，本质都非常 一致。正因为底层是一样的，它表现出来的形式和样子才会很不一样；我之所 以去做那些看起来不一样的东西，正是因为底层的东西一样。本质就是这个原 因。 二、投资历程与策略演进 （一）2013–2017：低估值大盘蓝筹（汇丰晋信时期） 最早做投资、做研究，是在 2013、2014 年那个周期。当年大家去买创业板， 我们是正面做低估值大盘蓝筹的思路，呈现出来的成果就是格力这类大盘蓝筹 股。它背后的真实含义，是这些东西很好、而且非常便宜——我记得刚管基金 的第一天，组合的市盈率只有四倍。格力从我管基金第一天起就持有，一直拿 ...