股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 新鴻基地產發展有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 不適用 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00016 | | 說明 | | | | | | | | 多櫃檯證券代號 | 80016 | RMB 說明 | | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | | 已發行股份總數 | | | 上月底結存 | | | | 2,897,780,274 | | | 0 | | 2,897,780,274 | | 增加 / 減少 ( ...

Core Viewpoint - UBS reports that the proposed "Home Purchase Fund Transfer" could positively impact Hong Kong's real estate market by increasing demand from mainland buyers, potentially alleviating pressure on property prices and inventory levels [1] Group 1: Policy Implications - The Hong Kong government is exploring the relaxation of restrictions on mainland talent transferring funds to purchase property in Hong Kong [1] - The proposal for the "Home Purchase Fund Transfer" is inspired by the concept of mutual connectivity and is currently under discussion, indicating that implementation may not be immediate [1] Group 2: Market Impact - If the policy is implemented, it is expected to boost demand from mainland buyers, which could help ease the pressure on property prices and inventory in the market [1] - UBS anticipates that any policy updates could also release suppressed local demand due to previous U.S. interest rate hikes [1] Group 3: Company Outlook - UBS maintains a positive outlook on several Hong Kong developers, including Hang Lung Properties (00012.HK), Sino Land (00083.HK), Sun Hung Kai Properties (00016.HK), and Kerry Properties (00683.HK) [1]

Group 1 - The Hang Seng Index (HSI) closed at 24,337.44, down by 170.37 points or 0.70% [1] - Major blue-chip stocks mostly declined, with HSBC Holdings closing at HKD 96.348, up by 1.15% compared to the Hong Kong close, while Tencent Holdings closed at HKD 533.076, down by 0.36% [2] Group 2 - The ADR performance of major companies showed mixed results, with Tencent Holdings down by 0.36% to HKD 533.076, and HSBC Holdings up by 1.15% to HKD 96.348 [3] - Other notable declines included BYD Company down by 3.74% to HKD 111.859, and Kuaishou Technology down by 5.30% to HKD 70.648 [3]

Core Viewpoint - The China Securities Hong Kong Stock Connect Real Estate Index has shown positive performance over the past month, three months, and year-to-date, indicating a strong recovery in the real estate sector [2]. Group 1: Index Performance - The China Securities Hong Kong Stock Connect Real Estate Index increased by 3.04% over the past month, 9.88% over the past three months, and 13.08% year-to-date [2]. - The index is based on a sample of up to 50 eligible Hong Kong-listed companies that reflect the overall performance of the real estate sector [2]. Group 2: Index Composition - The top ten weighted companies in the index are: Sun Hung Kai Properties (14.11%), Beike-W (12.73%), China Resources Land (10.83%), Cheung Kong Property (7.94%), China Overseas Land & Investment (6.28%), Wharf Real Estate Investment (4.72%), Sino Land (4.39%), Henderson Land Development (4.22%), Longfor Group (2.85%), and Wharf Holdings (2.83%) [2]. - The index is composed entirely of real estate companies, with 100% of its holdings in the real estate sector [3]. Group 3: Index Adjustment Mechanism - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or when new companies meet the criteria for inclusion [3].

格隆汇8月1日丨新鸿基地产(00016.HK)宣布，公司将于2025年9月4日（星期四）举行董事局会议，藉以 (其中包括)批准公司及其附属公司截至2025年6月30日止财政年度的全年业绩及其发布，以及考虑建议 派发末期股息。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 (於香港註冊成立之有限公司) 股份代號 : 16 ( 港幣櫃台 ) 及 80016 ( 人民幣櫃台 ) 董 事 局會議 召開日期 新鴻基地產發展有限 公 司 (「本公司 」)謹 此 宣佈， 本公司 將 於 二 ○ 二 五 年 九 月 四 日（星期 四 ）舉 行 董 事 局 (「 董事局 」) 會議，藉以 ( 其中包括 ) 批 准 本公司及其附屬公司 截 至 二 ○ 二 五 年 六 月三十日 止 財政年度 之 全 年 業 績 及 其 發 佈 ， 以 及 考 慮 建 議 派 發 末 期股息。 承董事 局 命 公司秘書 容上達 本公告以英文及中文發出。中英文版本內容如有任何不相符，概以英文版本為準。 香港，二○二五 年八月一日 於本公告所載之日，本公司董事局由九名執行董事郭炳聯 (主席兼董事總經理) (郭顥澧 為其替代董事)、黃植榮(副董事總經理)、雷霆(副董事總經理)、郭基煇、郭基泓、董子豪、 馮玉麟、馮秀 ...

| 序号 | 名称 | 港股代码 | ADR换算价(HKD) | 较港股升跌 | 较港股升跌% | AD ADR最新价(美元) | | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | 0 00700 | 550.011 | +0.011 | 0.00% | 70.070 | | 2 | 阿里巴巴-W | 09988 | 118.360 | +2.660 | 2.30% | 120.630 | | 3 | 建设银行 | 00939 | 8.003 | -0.047 | -0.59% | 20.390 | | 4 | 汇丰控股 | 00005 | 96.234 | +0.084 | 0.09% | 61.300 | | 5 | 小米集团-W | 01810 | 52.874 | -0.276 | -0.52% | 33.680 | | 6 | 友邦保险 | 01299 | 73.059 | -0.341 | -0.46% | 37.230 | | 7 | 美团-W | 03690 | 120.489 | -1.111 | -0.91% | 30.700 ...

Market Overview - The Hang Seng Index closed at 25,271.92, down by 252.53 points or 0.99% on July 29 [1] - The index reached a high of 25,554.41 and a low of 25,232.19 during the trading session, with a trading volume of 66.91 million [1] Major Blue-Chip Stocks Performance - HSBC Holdings closed at HKD 102.137, up by 1.33% compared to the Hong Kong market close [2] - Tencent Holdings closed at HKD 550.482, down by 0.81% compared to the Hong Kong market close [2] ADR Performance Summary - Tencent Holdings: ADR price at HKD 550.482, down by HKD 4.518 or 0.81% [3] - Alibaba Group: ADR price at HKD 117.114, down by HKD 3.586 or 2.97% [3] - HSBC Holdings: ADR price at HKD 102.137, up by HKD 1.337 or 1.33% [3] - Xiaomi Group: ADR price at HKD 54.601, down by HKD 0.699 or 1.26% [3] - Meituan: ADR price at HKD 126.886, down by HKD 1.714 or 1.33% [3] - AIA Group: ADR price at HKD 74.746, down by HKD 0.054 or 0.07% [3] - Hong Kong Exchanges: ADR price at HKD 435.801, down by HKD 4.999 or 1.13% [3] - Industrial and Commercial Bank of China: ADR price at HKD 6.024, down by HKD 0.046 or 0.75% [3] - BYD Company: ADR price at HKD 126.396, down by HKD 1.904 or 1.48% [3] - Ping An Insurance: ADR price at HKD 56.163, down by HKD 0.237 or 0.42% [3]

Core Viewpoint - Morgan Stanley's research report indicates that the Hong Kong residential market may have reached its bottom due to a decline in supply, a decrease in HIBOR, and an increase in mainland buyers [1] Market Performance - In the first half of the year, residential transaction volume increased by 3.9% to 29,500 units [1] - Transactions for properties priced below HKD 4 million surged by 305%, attributed to stamp duty exemptions [1] Investment Recommendations - Morgan Stanley maintains a positive outlook on the Hong Kong residential market, recommending high dividend yield and well-supplied developers such as New World Development and Henderson Land Development [1] - The report suggests that developers will benefit preferentially in a declining interest rate environment, assigning a "buy" rating to these companies [1]

Core Viewpoint - Morgan Stanley and experts from Meilian Group believe that Hong Kong's housing prices may have bottomed out due to limited supply, declining mortgage rates, and increased contributions from mainland buyers [1] Demand Aspects - In the first half of 2025, overall transaction volume (both new and second-hand units) increased by 3.9% year-on-year, reaching 29,000 units, driven by the decline in Hibor since May 2025, competitive pricing strategies from developers, and increased contributions from mainland buyers [2] - The relaxation of stamp duty in the 2025/26 budget (only HKD 100) led to a 305% year-on-year surge in sales of properties priced at HKD 10 million and below in the first half of 2025 [2] - The mass market is expected to continue outperforming the luxury market, with Meilian forecasting 18,000 sales of new units in 2025, a 6% year-on-year increase [2] Supply Improvement - Potential supply has peaked, with limited land supply and a decrease in new project completions, indicating the market may enter an upward cycle [3] - In the first five months, completed inventory accounted for over 55% of total sales of new units, compared to approximately 40% in the 2023/24 fiscal year, prompting developers to clear inventory [3] - The discount on new unit prices has narrowed from 12% to 9%, indicating improved demand [3] - The absorption rate for new units improved to 64% in the first half of 2025, compared to 57% in 2024 and 50% in 2023 [3] Price Trends - Housing prices may have stabilized in the first half of 2025, with a year-on-year decline of 1%, which is less than expected, aligning with Morgan Stanley's positive outlook [4] - Meilian expects housing prices to rise by 3% in 2025, while Morgan Stanley estimates a 2% increase for the second half of the year, with catalysts potentially emerging when supply drops below 90,000 units [4] Rental Trends - The rental market remains positive, supported by an influx of talent and students from mainland China coming to Hong Kong [5] - Local demand has been suppressed in the past 2-3 years due to rising mortgage rates and falling housing prices, but this trend may change as local residents may shift from renting to buying [5] - Meilian forecasts a 6% year-on-year increase in rental prices for 2025, with a 1.2% increase in the first half of 2025 [5]