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]

Core Viewpoint - New World Development (00017) has announced that it is in discussions with Chow Tai Fook Enterprises regarding potential investments from several investors, but no agreements have been reached yet [1] Group 1: Investment Discussions - Chow Tai Fook Enterprises is in ongoing negotiations with potential investors about possible investments in New World Development [1] - No agreements have been made regarding the amount, nature, or form of any potential investment [1] - The discussions do not indicate any intention to make a comprehensive offer for the company's shares [1] Group 2: Disclosure and Information - The company confirms that it is not aware of any information that must be disclosed to prevent the creation of a false market in its securities [1] - There is no insider information that needs to be disclosed according to insider trading regulations [1]

Core Viewpoint - New World Development (00017) has announced that Chow Tai Fook Enterprises has 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 potential investors but has not finalized any agreements regarding the amount, nature, or form of any potential investment [1] - The company has confirmed that it is not aware of any other information that must be disclosed to prevent the creation of a false market for its securities, nor is it aware of any insider information that needs to be disclosed under insider trading regulations [1] - The proposals from potential investors 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]

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之內容概不負責， 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之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) 兹建議股東、債務及其他證券持有人及潛在投資者不要依賴有關本集團的市場傳言。有關 本集團的任何資訊僅應以本公司的官方公告為準。股東、債務及其他證券持有人及潛在投 資者於買賣本公司證券時務請審慎行事。 承董事會命 New World Development Company Limited (新世界發展有限公司) 聯席公司秘書 澄清公告 茲提述 New World Development Company Limited（新世界發展有限公司） （「本公司」） 於 2026 年 1 月 29 日刊發的澄清公告（「澄清公告」）。除文義另有所指外，本公告所用 詞彙與該澄清公告所界定者具有相同涵義。 經與周大福企業作出進一步查詢，本公司獲周大福企業告知其獲若干潛在投資者就可能投 資本公司之事宜接洽並收到彼等提出的建議。周大福企業正持續與該等潛在投資者進行磋 商，惟 ...

Market Performance - The Hong Kong stock market indices collectively rose this month, with the Hang Seng Index increasing by 6.85% to close at 27,387.11 points, the Hang Seng Tech Index rising by 3.67% to 5,718.18 points, and the China Enterprises Index up by 4.53% to 9,317.09 points [2] - The Hang Seng Index showed resilience, climbing from a low of 26,498.35 points at the beginning of the month to a recent high of 28,056.10 points before a slight pullback [3] Sector Performance - High-performing sectors this month included AI, consumer goods, and real estate, driven by favorable policies and strong earnings [4] - Notable stock performances included: - Zhizhu (02513.HK) surged by 94.66%, recognized as the "first global large model stock" with strong market confidence in its AGI technology [4] - Woan Robotics (06600.HK) also rose by 94.67%, benefiting from AI and smart manufacturing policies [4] - Mingming Hen Mang (01768.HK) increased by 73.71%, supported by impressive revenue growth of 75.2% year-on-year [4][5] - Changfei Optical Fiber (06869.HK) saw a 61.90% increase, driven by rising demand for optical fiber due to AI computing infrastructure [5] Declining Stocks - Declining stocks included: - Zhu Feng Gold (01815.HK), which fell by 22.13% due to fluctuations in international gold prices [8] - Ganfeng Lithium (01772.HK) decreased by 16.46% as lithium carbonate futures prices dropped significantly [9] Institutional Insights - Institutional perspectives suggest a continuation of the spring market rally, focusing on dual drivers of policy and earnings [10] - Everbright Securities noted that the Hong Kong market is transitioning from being driven by funds to being driven by earnings, with a structural rebound expected in Q1 [10] - CITIC Securities highlighted three key investment directions: "14th Five-Year Plan" policies, sectors benefiting from policy reversals, and areas likely to gain from the spring rally [10] Education and Technology Sector - The education sector saw significant gains, with China Spring (01969.HK) rising by 22.76% due to AI integration in educational applications [11] - Longfei Optical Fiber (06889.HK) also experienced a slight increase, reflecting ongoing high demand for computing power [13] Commodity Market Impact - The commodity market faced volatility, with gold and other precious metals experiencing significant price fluctuations, impacting related stocks negatively [15][18] - The Chicago Mercantile Exchange announced margin adjustments to curb excessive speculation, which may further influence market stability [17]

Core Viewpoint - Under debt pressure, New World Development, one of Hong Kong's "four major families" in real estate, is seeking potential investors, with Blackstone Group reportedly in talks to become the largest shareholder, potentially leading to a loss of control for the founding Cheng family [1][2]. Group 1: Company Situation - New World Development has confirmed that its controlling shareholder, Chow Tai Fook Enterprises, is in discussions with multiple potential investors, although no agreements have been reached yet [1]. - The company has faced significant debt pressure, with total debt amounting to HKD 1,460 billion and net debt at HKD 1,201 billion, making it one of the highly leveraged real estate firms in Hong Kong [3][4]. - The company is focusing on debt reduction, having sold various assets, including stakes in the Kai Tak Sports Park and landmark projects in Beijing and Shanghai, resulting in a decrease of total debt by HKD 5.7 billion year-on-year [3]. Group 2: Market Context - The Hong Kong residential market is showing signs of recovery after three years of stagnation, with private residential prices expected to rise by 3.3% in 2025, and predictions of a further increase of 5% to 10% in 2026 [5]. - New World Development holds substantial land reserves, with 3.38 million square feet of property development area in Hong Kong and 2.92 million square meters of land reserves in mainland China, which could serve as leverage in negotiations with potential investors [4][5]. - The interest from Blackstone Group is seen as a positive signal by the market, reflecting confidence in the long-term value of New World Development's assets [2].

Group 1 - The core point of the article is that New World Development experienced a significant increase in its stock price, rising by 12% on January 30 [2] Group 2 - The source of the information is from Daily Economic News [3]