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12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1月2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 | 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 | ...

Group 1 - The company leverages the "Double Festival" shopping season to enhance consumer engagement through diverse IP collaborations and themed activities, resulting in increased foot traffic and sales [1] - Shanghai K11's "Listening to Wishes" event achieved a record single-day foot traffic increase of 65% year-on-year, driven by the integration of unique IPs and exclusive member benefits [1] - The cross-regional collaboration between Shenzhen K11 and Hong Kong Disneyland for a special exhibition has expanded consumer reach in the Greater Bay Area [1] Group 2 - Wuhan Optics Valley K11 has strategically targeted the esports and trendy toy market by launching the first Blizzard-themed pop-up store in Central China, leading to a 16% year-on-year increase in monthly foot traffic and a 60% member conversion rate [2] - The first dessert festival in Shenyang K11 attracted over 200,000 visitors, resulting in a 50% increase in external traffic and double-digit growth in both foot traffic and sales [2] - The property sales segment remains strong, with the New World Tianfu project in Guangzhou achieving a 70% market share in transaction volume from January to November 2025, indicating high demand for premium properties [2] Group 3 - The company is accelerating the conversion of agricultural land reserves in Hong Kong, with two large residential projects underway that will provide approximately 3,000 housing units, set to launch in the 2027 fiscal year [3] - The company's diverse strategies in commercial marketing, steady property sales growth, and long-term planning in Hong Kong are establishing a solid foundation for sustainable high-quality development [3]

来源：风财讯 新世界发展有限公司（"新世界发展"或"集团"），把握香港北部都会区发展机遇，充分释放农地价值。 今年共有两个区内大型住宅项目动工，将提供约3,000套住宅单位，计划于2027财年推售，为未来业务 发展注入增长动力。内地物业销售方面，广州地标商圈白鹅潭的新世界‧天馥、广州番禺万博CBD的新 世界耀胜尊府，以及沈阳悦景‧新世界均延续强劲销售表现。其中，新世界‧天馥今年1月至11月的累计成 交量占该市场板块70%。沈阳悦景‧新世界更荣登该区域板块私人住宅市场销售额第一。在商业零售板 块，全国各地K11陆续推出精彩纷呈的"双旦"活动，有望带动客流量和销售额持续走高。 内地业务 各地K11项目活动精彩纷呈，激活消费活力 临近年末，K11各项目特色主题活动陆续登场。深圳K11 ECOAST与香港迪士尼乐园共同打造香港迪士 尼20周年庆典"一步直达奇妙不停"深圳首展，米奇、米妮、玲娜贝儿、可琦安等迪士尼朋友于12月14日 惊喜亮相，与消费者零距离互动。活动将持续至春节，为大湾区消费者带来跨城游玩新体验。 K11 ECOAST活动上，米奇、米妮、玲娜贝儿、可琦安等迪士尼朋友亮相，与消费者零距离互动 12月27日 ...

Group 1 - The Federal Reserve Governor Milan warned that if the U.S. central bank does not continue to lower interest rates next year, it may increase the risk of the economy falling into recession [2] - Milan indicated that recent employment data suggests the unemployment rate "may be higher than previously expected," which could prompt the Fed to continue adjusting its policy towards easing [2] - Since joining the Federal Reserve Board in September, Milan has advocated for larger rate cuts, and his term will end in January [2] Group 2 - The Fed has cumulatively cut rates by 75 basis points since September, and the necessity for a further 50 basis point cut at the next meeting has diminished, although Milan has not made a final judgment [2] - The Fed's recent rate cut of 25 basis points has revealed significant internal divisions regarding future policy paths, with most officials expecting only one more cut next year [2] - Concerns remain among some regional Fed presidents about inflation being nearly one percentage point above the 2% target, while rising unemployment exacerbates worries about a potentially weakening labor market [2]

Core Viewpoint - The "Annual Outstanding CFO" award recognizes financial leaders who have made significant contributions and demonstrated exceptional leadership within their companies [4] Group 1: Award Announcement - The "Annual Outstanding CFO" award ceremony will take place during the "Technology Empowerment · Capital Breakthrough" sharing session on December 22, featuring a list of notable companies [1] - Ten individuals from various companies have been awarded the "Annual Outstanding CFO" title, including representatives from Baize Medical, Le Comfort, Quantum Song, Meitu, SF Express, Sikao Education, Four Rings Pharmaceutical, Hong Kong and China Gas, New World Development, and Starry Commercial [1] Group 2: Evaluation Criteria - The selection process for the award involved multiple indicators such as strategic contribution, capital market operations, and corporate value creation, utilizing a rigorous evaluation procedure and quantitative data analysis [4] - The award aims to create a reference list of the most valuable listed companies and unicorns in the investment community, covering all listed companies on major exchanges including the Hong Kong Stock Exchange, Shanghai Stock Exchange, Shenzhen Stock Exchange, New York Stock Exchange, and NASDAQ [4]

| | | 2025年度卓越公司评选榜单 | | | --- | --- | --- | --- | | 11 | | EIRE | DD | | 公司名称 | 公司代码 | 公司名称 | 公司代码 | | 复宏汉霖 | 02696.HK | 至纯科技 | 603690.SH | | 鹏欣资源 | 600490.SH | 中国燃气 | 00384.HK | | 首程控股 | 00697.HK | 中国再保险 | 01508.HK | | 新世界发展 | 00017.HK | 中集集团 排名不分先后 | 000039.SZ/02039.HK | 12月22日，格隆汇在线上举办"科技赋能·资本破局"分享会。本次分享会，备受瞩目的卓越公司评选榜 单将隆重揭晓，其中格隆汇"金格奖"年度卓越公司评选中，复宏汉霖(02696.HK)、鹏欣资源 (600490.SH)、首程控股(00697.HK)、新世界发展(00017.HK)、至纯科技 (603690.SH)、中国燃气 (00384.HK)、中国再保险(01508.HK)、中集集团(000039.SZ/02039.HK) 8家企业荣获"年度卓越IR团队 （大市值）"奖项 ...

Core Viewpoint - Goldman Sachs plans to acquire a portion of loans from Hong Kong developer New World [1] Group 1 - The acquisition is part of Goldman Sachs' strategy to strengthen its position in the Asian real estate market [1] - New World has been facing financial challenges, making its loans an attractive target for investment [1] - This move reflects a broader trend of investment banks seeking opportunities in distressed assets amid market fluctuations [1]

Core Viewpoint - The article discusses the potential sale of assets from the Rosewood Hotel Group, owned by the Cheng family, amid financial difficulties faced by their real estate subsidiary, New World Development Group [4][5][10]. Group 1: Rosewood Hotel Group Overview - Rosewood Hotels, established 46 years ago, is known for its unique identity and has been significantly influenced by two generations of female leadership [7]. - The brand was founded by Caroline Rose Hunt, who expanded it internationally, with the first overseas hotel opening in Mexico City in 1998 [7][9]. - In 2011, the Cheng family acquired Rosewood and its five hotels for over $800 million, marking a new chapter for the brand under the leadership of Zheng Zhihua [8][9]. Group 2: Financial Challenges of New World Development - New World Development is facing severe liquidity challenges, with a reported loss of approximately HKD 171.26 billion for the fiscal year 2024, marking its first loss in nearly 20 years [17]. - The company's total borrowings reached HKD 1,464.88 billion, with HKD 322.1 billion due within 12 months, while cash reserves were only HKD 214.18 billion [17]. - The stock price of New World Development has plummeted by 87% compared to its peak in 2019, prompting the company to prioritize cash recovery and debt reduction [18]. Group 3: Asset Sale and Future Prospects - The potential sale of Rosewood assets is seen as a crucial move for the Cheng family to alleviate financial pressures [10]. - New World Development aims to recover HKD 26 billion by selling development projects and accelerating cash flow from mainland China and Hong Kong [18]. - The company has also proposed a debt restructuring plan, including a significant write-down of up to 50% on certain bonds, indicating the severity of its financial situation [19].

Core Insights - The real estate industry is undergoing a profound self-reform, focusing on quality and resilience, particularly in the Greater Bay Area, which is seen as a vibrant economic hub [2] - A number of benchmark real estate companies are innovating across various dimensions, including product quality, technology integration, and comprehensive service systems, aiming to create safe, comfortable, green, and smart living experiences [2] Award Winners - **Poly Developments Guangdong Company**: Recognized for enhancing product and service quality, embodying the "Three Good Concepts" and "Good House Strategy," and establishing a resilient development ecosystem [4] - **Yuexiu Property**: Celebrated for its commitment to "achieving a better life" and its competitive advantage through a unique business model that integrates development, operation, and finance [7] - **New World China**: Acknowledged for its long-term commitment to the Greater Bay Area and its active participation in high-quality development and social responsibility [9][10] - **Greentown China (South China Region)**: Awarded for transitioning from "building houses" to "creating lifestyles," focusing on comprehensive service and living upgrades in the Bay Area [12][13] - **Zhujiang Real Estate**: Recognized for its innovative approach and contribution to urban development, particularly with its flagship projects in Guangzhou [14] High-Quality Delivery Companies - **Guangzhou Metro Real Estate**: Noted for applying high standards of quality management from metro construction to real estate development, establishing a reliable delivery benchmark in the Bay Area [17] - **Sun Hung Kai Properties**: Celebrated for its extensive experience in Transit-Oriented Development (TOD) and its role in creating iconic urban landmarks in the Greater Bay Area [19] - **Longfor Group**: Acknowledged for its extensive project development and commitment to quality, having delivered over 1 million housing units [22]

Core Viewpoint - New World Development Company Limited announced a significant personnel change with the appointment of Mr. Chen Yaohao as Executive Director, effective from December 12 [2] Group 1: Appointment Details - Mr. Chen Yaohao, aged 53, joined New World Development in January 2000 and has held various positions including Financial Director for Shenyang region and General Manager for North China and Northeast regions [2] - He currently serves as the Chief Operating Officer of New World China and as an Executive Director of New World Department Store China Limited, along with being a director of several subsidiaries [2] - Mr. Chen will also assume the role of Chief Executive Officer of New World China, effective December 12, 2025, reporting directly to the company's CEO [2] Group 2: Professional Background - Mr. Chen holds a Bachelor's degree in Business Administration from The Chinese University of Hong Kong and has over 25 years of experience in real estate development in China [2] - He is a member of the 16th Shenyang Municipal Committee and has previously worked at an international accounting firm in Hong Kong [2] - Mr. Chen is a certified accountant with the Hong Kong Institute of Certified Public Accountants and a senior member of the Association of Chartered Certified Accountants in the UK [2]