受近月访港旅客人次及零售数据持续增长的影响，公司对今年零售市场保持乐观，并预计在"五一"假期 期间，K11MUSEA将迎来亮眼的客流和销售表现。 此外，农历新年烟花汇演于大年初二在维港举行，也吸引不少旅客及市民选择K11MUSEA面向维港景 观的餐厅用餐及观赏烟花汇演，包括邓记、Greyhound CaféGalleria以及新开业的鳗鱼饭专门店四代目菊 川，订座几近爆满。 本报讯(记者陈潇)2月24日，新世界发展有限公司(以下简称"新世界发展")公布，今年春节黄金周期间， 在访港旅客增加带动下，集团旗下国际文化零售地标K11MUSEA业绩优异，2月16日至2月22日期间(即 除夕至正月初六)，K11MUSEA客流比去年同期上升10%，创开业以来农历新年假期的新高，旅客消费 亦同比增加60%，其中最大单笔消费超过200万港元。 马年新春期间，K11MUSEA举办了一系列节庆活动，如姜氏金龙醒狮团的"五福临门"表演等。同时， K11亦推出"环球新味之旅"餐饮电子礼券(每人总值逾1500港元)，并与支付宝合作推出旅客奖赏活动， 以刺激访客消费。K11MUSEA会员消费金额同比增加54%，其中珠宝钟表、国际奢侈品牌 ...

Core Viewpoint - New World Development (00017.HK) announced that it will hold a board meeting on February 27, 2026, to approve the interim results for the six months ending December 31, 2025, and to consider the distribution of an interim dividend, if any [1] Group 1 - The board meeting is scheduled for February 27, 2026 [1] - The meeting will focus on approving the interim results for the six months ending December 31, 2025 [1] - The company will also consider the distribution of an interim dividend during this meeting [1]

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份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: 0017) New World Development Company Limited （新世界發展有限公司）（「本公司」） 董事會（「董事會」）宣佈，本公司將於 2026 年 2 月 27 日（星期五）舉行董事會 會議，藉以（其中包括）批准刋發本公司及其附屬公司截至 2025 年 12 月 31 日止 六個月的中期業績及考慮派發中期股息（如有）。 承董事會命 聯席公司秘書 劉富强 許嘉慧 香港，2026 年 2 月 12 日 於本公告日期，本公司董事會成員包括 (a) 八位執行董事，分別為鄭家純博 士、黃少媚女士、鄭志雯女士、薛南海先生、趙慧嫻女士、何智恒先生、劉富 强先生及陳耀豪先生； (b) 四位非執行董事，分別為杜惠愷先生、鄭家成先生、 鄭志恒先生及鄭志明先生；及 (c) 六位獨立非執行董事，分別為李聯偉先生、 葉毓強先生、陳贊臣先生、羅范椒芬女士、羅 ...

Core Viewpoint - Morgan Stanley expresses an optimistic outlook on the Hong Kong residential market, predicting a 10% annual increase in property prices by 2026 and a 5% growth in rental prices, although stock prices are expected to experience increased volatility ahead of earnings season [1] Group 1: Market Predictions - Property prices in Hong Kong are expected to rebound by 5% this year after hitting a low last year, with a potential upward cycle lasting several years, according to JLL Hong Kong Chairman, C. H. Tsang [1] - The forecast includes a 10% annual increase in property prices by 2026 and a 5% increase in rental prices [1] Group 2: Stock Ratings - Morgan Stanley favors stocks of Sun Hung Kai Properties, Cheung Kong Holdings, and Henderson Land Development, assigning them an "Overweight" rating [1] - The firm holds a negative outlook on Wharf Holdings and New World Development, assigning them a "Underweight" rating [1]

Core Insights - The K11 ELYSEA project in Shanghai has achieved a pre-leasing rate of over 50% for its K11 ATELIER Huaihai office building, indicating strong demand in the commercial real estate sector [2][4] - K11 projects across China have seen significant increases in foot traffic and sales during the holiday season, with overall sales up nearly 20% and foot traffic up over 10% compared to the previous year [5][10] - The K11 brand continues to enhance its cultural and luxury positioning, with successful events and partnerships driving consumer engagement and sales growth [7][10] Group 1: Shanghai K11 ELYSEA - The K11 ATELIER Huaihai office building, part of the K11 ELYSEA project, is located in a prime area of Shanghai and has a total construction area of 130,000 square meters (approximately 1.4 million square feet) [2] - The project has attracted major tenants, including Marsh Group, which has leased 6,000 square meters, reflecting long-term trust in the K11 brand [2] - The office building is expected to be gradually available in the second half of 2026, contributing to the business ecosystem in Shanghai's core commercial district [2][4] Group 2: Holiday Performance - During the double holiday period, K11 locations in mainland China experienced a significant increase in customer traffic, with Guangzhou K11 reporting over 650,000 visitors, a rise of over 50% compared to the previous month [9][7] - Sales in the collectible toy category surged nearly 44%, while electronics sales more than doubled, showcasing the effectiveness of K11's innovative "art + commerce" model [5] - K11 MUSEA in Hong Kong saw foot traffic increase by nearly 50% during the New Year holiday, with member spending rising over 40%, particularly in luxury brands [10][12] Group 3: Sustainability Achievements - New World Development has been recognized for its sustainability efforts, achieving a top score in the CDP climate project and ranking in the top 4% globally among over 20,000 rated companies [13] - The company’s performance in environmental disclosure reflects its commitment to addressing climate risks and maintaining trust with investors and stakeholders [13]

Group 1 - The core viewpoint of the report is that New World Development is expected to announce a net loss for the first half of the fiscal year 2026, despite improvements in Hong Kong residential sales and reductions in administrative expenses [1] - The primary focus for New World Development remains on deleveraging, with project sales emphasizing volume over profit margins [1] - The K11 malls under the company are performing well, showing positive sales growth and new tenant signings, which may lead to unexpected positive results [1] Group 2 - Morgan Stanley has assigned a "Reduce" rating to New World Development with a target price of HKD 6.5 [2]

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: | 2026年1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: | 新世界發展有限公司 | | | 呈交日期: | 2026年2月3日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.2.0 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 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) 00017 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 2,516,633,171 0 2,516,633,171 增加 / 減少 (-) 0 本月底結存 2,516,633,171 0 2,516,633,171 足夠公眾持股量的確認(註4) | 根據《主板上市規則》第13.32D(1)條或第19A.28D(1)條 / 《GEM上市規則》第17.37D(1)條或第25.21D(1) ...

Core Viewpoint - New World Development's stock price has experienced a significant decline of 11.25%, currently trading at HKD 10.1, with a trading volume of HKD 97.77 million [1] Group 1: Investment Activity - Blackstone Group is reportedly in negotiations to become the largest shareholder of New World Development, with discussions starting in Q4 2025 and currently in the core terms negotiation phase [1] - Blackstone plans to increase its stake through a combination of cash subscription for new shares and acquisition of existing shares from the Cheng family, potentially raising its ownership to over 30% [1] - The Cheng family is expected to retain a stake in the company, although their ownership may decrease to below 15% [1] Group 2: Company Response - New World Development issued a statement acknowledging media speculation regarding potential investors, confirming that its controlling shareholder, Chow Tai Fook Enterprises, has been approached by several potential investors [1] - The company clarified that no agreements have been reached with any potential investors regarding the amount, nature, or form of investment [1] - There is no guarantee that any potential investment will proceed [1]

Group 1 - The U.S. President Trump is set to announce the nominee for the Federal Reserve Chair, concluding a months-long selection process that has generated global speculation about the central bank's future direction [13][14] - The final candidates for the position include Kevin Hassett, Christopher Waller, Kevin Walsh, and Rick Rieder, with the selection process led by Treasury Secretary Mnuchin [14] - Trump indicated that the nominee would not be surprising and is well-known in the financial community, suggesting that many believe this person should have been nominated years ago [14] Group 2 - China’s international balance of payments for December 2025 showed a total trade in goods and services of 52,808 billion yuan, with exports of 26,647 billion yuan and imports of 18,114 billion yuan, resulting in a surplus of 8,533 billion yuan [22] - The service trade for December 2025 recorded exports of 3,541 billion yuan and imports of 4,507 billion yuan, leading to a deficit of 966 billion yuan [22] - The People's Bank of China conducted a 7-day reverse repurchase operation amounting to 4,775 billion yuan at a rate of 1.40%, with a net injection of 3,525 billion yuan on the same day [22] Group 3 - Huazhong City (01668.HK) announced progress in discussions with overseas creditors regarding a proposed debt restructuring plan, which, if approved by the Hong Kong court, would allow for the permanent suspension of a liquidation order [15] - CIFI Holdings Group (00884.HK) plans to sell a 50% stake in Luoyang Zhuofa for 105 million yuan, aligning with its strategic development goals and providing immediate cash flow [15] - Ruian Real Estate (00272.HK) accepted and registered a total of 295 million USD in bonds as part of a buyback offer, with an outstanding principal of 105 million USD as of January 29, 2026 [15]

Core Viewpoint - New World Development issued a clarification announcement on the Hong Kong Stock Exchange, stating that Chow Tai Fook Enterprises informed the company about potential investors who have approached regarding possible investments, but no agreements have been reached yet [1] Group 1 - Chow Tai Fook Enterprises is in ongoing discussions with several potential investors [1] - No agreements have been made with any of the potential investors concerning the amount, nature, or form of any investment [1] - The proposals received do not intend to form a comprehensive offer for the company's shares and there is no guarantee that any potential investment will proceed [1]