在2025年7月份，集团于内蒙古自治区包头市新增项目1个，总楼面面积156,904平方米，总土地成本人 民币2.91亿元。从2025年1月1日至7月31日期间，集团累计新增总楼面面积1,485,167平方米，总土地成 本人民币64.78亿元 格隆汇8月6日丨中国海外宏洋集团(00081.HK)公布，在2025年7月份，中海宏洋系列公司实现合约销售 额人民币20.39亿元及合约销售面积188,700平方米，分别按年下跌8.6%及12.2%。在2025年1至7月份， 累计合约销售额人民币186.49亿元及合约销售面积1,661,100平方米，分别按年下跌12.2%及11.2%。截至 2025年7月底，累计认购未签约额人民币3.32亿元及认购未签约面积28,000平方米。 ...

Core Viewpoint - China Overseas Macro Yang Group (00081) reported a decline in contract sales and area for July 2025, indicating ongoing challenges in the real estate market [1] Group 1: Sales Performance - In July 2025, the company achieved contract sales of RMB 2.039 billion and a contract sales area of 188,700 square meters, representing year-on-year declines of 8.6% and 12.2% respectively [1] - For the period from January to July 2025, cumulative contract sales amounted to RMB 18.649 billion and a sales area of 1,661,100 square meters, reflecting year-on-year decreases of 12.2% and 11.2% respectively [1] - As of the end of July 2025, the total amount of uncontracted subscriptions was RMB 332 million, with an uncontracted area of 28,000 square meters [1] Group 2: New Projects - In July 2025, the company added one new project in Baotou City, Inner Mongolia, with a total floor area of 156,900 square meters and a total land cost of RMB 291 million [1] - From January 1 to July 31, 2025, the company accumulated a total new floor area of 1,485,200 square meters and a total land cost of RMB 6.478 billion [1]

Core Viewpoint - China Overseas Macro Yang Group reported a decline in contract sales and sales area for July 2025, indicating a challenging market environment [1] Group 1: Sales Performance - In July 2025, the contract sales amount reached RMB 2.039 billion, representing a year-on-year decrease of 8.6% [1] - The contract sales area for July 2025 was 188,700 square meters, down 12.2% year-on-year [1] - For the period from January to July 2025, the cumulative contract sales amount was RMB 18.649 billion, reflecting a year-on-year decline of 12.2% [1] - The cumulative contract sales area from January to July 2025 was 1.6611 million square meters, down 11.2% year-on-year [1] Group 2: Uncontracted Sales - As of the end of July 2025, the total amount of uncontracted sales reached RMB 332 million, with an uncontracted area of 28,000 square meters [1] Group 3: New Projects - In July 2025, the company added one new project in Baotou City, Inner Mongolia, with a total floor area of 156,900 square meters and a total land cost of RMB 291 million [1] - From January 1 to July 31, 2025, the company added a total floor area of 1.4852 million square meters, with a total land cost of RMB 6.478 billion [1]

（在香港註冊成立之有限公司） 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的任何損失承 擔任何責任。 上述營運數據未經審核，乃根據本集團初步內部資料編製，鑒於收集該等營運資料過程中存 在各種不確定因素，該等銷售數據與本公司按年度或半年度刊發的經審核或未經審核綜合財 務報表中披露的數字可能存在差異，因此上述數據僅供投資者參考。股東及投資者於買賣本 公司證券時務須謹慎行事，避免不恰當地依賴該等資料。如有任何疑問，股東及投資者應尋 求專業人士或財務顧問的專業意見。 中國海外宏洋集團有限公司 主席兼執行董事 庄勇 （股份代號：81） 二零二五年七月份的未經審核營運數據 中國海外宏洋集團有限公司（「本公司」）董事局（「董事局」）欣然宣佈本公司及其附屬 公司（「本集團」）及本集團之聯營公司和合營公司（統稱「中海宏洋系列公司」）若干未 經審核營運數據如下： 在2025年7月份，中海宏洋系列公司實現合約銷售額人民幣2,039,000,000元及合約銷售面積 188,700平方米，分別按年下 ...

Core Viewpoint - China Overseas Macro Holdings Group (00081.HK) is set to hold a board meeting on August 25, 2025, to approve its interim results for the six months ending June 30, 2025, and to consider the distribution of an interim dividend if applicable [1] Group 1 - The board meeting will take place at the Hong Kong Taikoo Place, 701-702, 3/F, 1 Queen's Road East [1] - The meeting will focus on approving the company's interim performance and its subsidiaries for the specified period [1] - The consideration of an interim dividend will be part of the agenda, depending on the company's performance [1]

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: | 中國海外宏洋集團有限公司 | | | 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) | 00081 | 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 | | | 3,559,374,732 | | 0 | | 3,559,374,732 | | 增加 / 減少 (-) | | | | ...

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：81） 謹啟 香港，二零二五年八月四日 於本公告日期，董事局成員包括八名董事，分別為三名執行董事庄勇先生、楊林先生及周漢成 先生；兩名非執行董事翁國基先生及劉萍女士；以及三名獨立非執行董事鍾瑞明博士、林健鋒 先生及范駿華先生。 董事局會議召開日期 中國海外宏洋集團有限公司（「本公司」）董事局（「董事局」）公佈將於二零 二五年八月二十五日（星期一）假座香港皇后大道東一號太古廣場三座七樓 701-702室舉行董事局會議，藉以（其中包括）批准本公司及其附屬公司截至二零 二五年六月三十日止六個月之中期業績及其發佈，以及考慮派發中期股息（如 有）。 中國海外宏洋集團有限公司 主席兼執行董事 庄勇 ...

Group 1: Real Estate Development and Property Services Valuation - As of July 25, 2025, the real estate sector (Shenwan) has a price-to-book ratio (PB) of 0.78, ranking in the 90.45th percentile historically since 2024 [3] - The Hang Seng real estate and construction sector has a PB of 0.44, ranking in the 98.69th percentile historically since 2024 [3] - From July 1 to July 25, 2025, the real estate sector (Shenwan) increased by 7.8%, outperforming the CSI 300 index by 2.93 percentage points [3] - Key A-share real estate companies with the highest gains during this period include New Town Holdings (+12.2%), China Merchants Shekou (+9.3%), and Gemdale Corporation (+7.4%) [3] Group 2: Property Services Market Performance - From July 1 to July 25, 2025, the property services sector (Shenwan) rose by 3.7%, underperforming the CSI 300 index by 1.20 percentage points [4] - The Hang Seng property services and management index increased by 5.1%, also underperforming the Hang Seng index by 0.37 percentage points [4] - Key A-share property service companies with the highest gains include TeFa Service (+10.4%), World Union (+9.2%), and Ningbo Fuda (+5.9%) [4] Group 3: Public Fund Holdings in Real Estate - As of the end of Q2 2025, public funds held a total market value of approximately 48.4 billion yuan in real estate stocks, down from 54.8 billion yuan at the end of Q1 2025 [5] - This represents about 0.14% of net asset value and 0.67% of stock investment value, indicating a lower allocation compared to standard industry benchmarks by 0.56 percentage points [5] Group 4: Market Trends and Opportunities - In the first half of 2025, the sales amount of commodity residential properties in six major cities (excluding affordable housing) reached 913.3 billion yuan, reflecting a 6.0% increase [6] - The average transaction price of land in core cities increased by 22.8% to 12,009 yuan per square meter [6] - Notable real estate companies with strong sales performance include China Jinmao (36.8 billion yuan, +19.6% YoY) and Yuexiu Property (36.9 billion yuan, +10.8% YoY) [6]

Core Insights - In the first half of 2025, the national land transfer revenue was 884.2 billion yuan, which is less than one-third of the same period in 2021, indicating a significant decline in land sales [1] - The top 20 real estate companies accounted for nearly 40% of the equity investment, showing a substantial increase in investment concentration [1] - Leading real estate companies are optimizing their structural layouts to consolidate existing sales rankings and prepare for future growth in scale and quality [1] Group 1: Industry Trends - The equity investment ratio among central state-owned enterprises, local city investment platforms, and private enterprises shifted from 3:5:2 in 2023-2024 to 5:3:2 in the first half of 2025, indicating a growing dominance of central state-owned enterprises [2] - In the first half of 2025, central state-owned enterprises accounted for two-thirds of the equity investment amount for the entire year of 2024, with major players like Poly Developments, Greentown, China Overseas, and China Resources leading the land auction market [2] - The land acquisition strategies of leading central state-owned enterprises are showing slight differences, focusing on reinforcing their core markets while adjusting their city layouts [2][3] Group 2: Company Strategies - China Resources Land is focusing on core cities and optimizing its layout structure, actively participating in land auctions to enhance its quality land reserves and performance potential [3][5] - China Overseas Land is adjusting its strategy to capture investment opportunities in core first- and second-tier cities while reducing its presence in third- and fourth-tier cities due to declining sales rates [6][9] - Greentown China is concentrating on high-end improvement opportunities in the Yangtze River Delta and has seen success in cities like Shanghai and Hangzhou, indicating a strong market response to its premium products [10][12] - Poly Developments is actively expanding its investments in first-tier and provincial capital cities while also exploring opportunities in strong third-tier cities, demonstrating a proactive approach to market changes [13][16]

Group 1 - China's Q2 GDP growth reached 5.2%, exceeding expectations, leading to a rally in Hong Kong stocks [1] - The Hang Seng Technology Index surged by 2.8%, while the Hang Seng Index and the National Enterprises Index rose by 1.6% and 1.65% respectively [1][2] - Major technology stocks performed strongly, with Alibaba rising nearly 7%, Meituan and Baidu up over 4%, and Tencent increasing by 3.5% [2][4] Group 2 - The cryptocurrency sector faced challenges, with Bitcoin dropping below $117,000, leading to a decline in related stocks [2] - Real estate development investment in China fell by 11.2% year-on-year in the first half of the year, impacting domestic property stocks significantly [2][13] - The construction materials and cement stocks also saw declines, with major players like Jinyu Group and Anhui Conch Cement dropping over 6% and 4% respectively [11][12] Group 3 - The innovative drug sector showed strength, with companies like BeiGene and CSPC Pharmaceutical rising over 7% [7][8] - Stablecoin-related stocks performed well, with Yunfeng Financial increasing by 19.5% and Weishi Jiajie up by 11% [9][10] - The entertainment sector saw gains, with China Star Group rising over 10% and Tencent Music increasing by over 5% [15] Group 4 - Southbound funds recorded a net inflow of HKD 3.824 billion, indicating strong interest in Hong Kong stocks [18] - Analysts noted a shift in investor sentiment towards undervalued stocks, with some funds looking to capitalize on recent price corrections in major internet companies [17]