2026年1月份，集团于江苏省泰州市医药高新区新增项目1个，总楼面面积8.67万平方米，总土地成本约 人民币2.87亿元。 格隆汇2月5日丨中国海外宏洋集团(00081.HK)发布公告，2026年1月份，中海宏洋系列公司实现合约销 售额人民币24.12亿元及合约销售面积21.46万平方米，分别按年上升9.3%及20.8%。截至2026年1月底， 累计认购未签约额人民币6.02亿元及认购未签约面积4.63万平方米。 ...

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。 主席兼執行董事 庄勇 謹啟 （在香港註冊成立之有限公司） （股份代號：81） 在2026年1月份，本集團於江蘇省泰州市醫藥高新區新增項目1個，總樓面面積86,651平方 米，總土地成本人民幣287,390,000元，其詳情如下： | 編號 | 日期 | 城市 | 項目名稱 | 權益 | 土地面積 | 總樓面面積 | 總土地成本 | 權益樓面面積 | 權益土地成本 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | （平方米） | （平方米） | （人民幣百萬元） | （平方米） | （人民幣百萬元） | | 1 | 30/01 | 泰州 | 醫藥高新區項目 | 100% | 35,707.00 | 86,651.00 | 287.39 | 86,651.00 | 287.39 | | | | | | 合計 ...

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: | 中國海外宏洋集團有限公司 | | | 呈交日期: | 2026年2月4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 III.已發行股份及/或庫存股份變動詳情 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) 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 (-) 本月底結存 3,559,374,732 0 3,559,374,732 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 / 《GE ...

来源：新浪港股 内房股午后普遍上涨，截至发稿，龙光集团（03380）上涨6.67%，报1.44港元；华润置地（01109）上 涨5.41%，报31.94港元；越秀地产（00123）上涨4.90%，报4.71港元；中国海外宏洋集团（00081）上 涨3.60%，报2.59港元；中国海外发展（00688）上涨4.72%，报14.65港元。 ...

Group 1 - The Hong Kong stock market saw a collective rise in property stocks, with Sunac China increasing by over 6%, Longfor Group and China Resources Land rising by over 5%, and Yuexiu Property increasing by over 4% [1] - Other notable increases include New City Development, China Overseas Development, Vanke, Greentown China, CIFI Holdings, and China Jinmao, all rising by over 3% [1] - The rise in property stocks is attributed to the substantial launch of a project in Shanghai aimed at acquiring second-hand housing for affordable rental housing, targeting new citizens, young people, university graduates, and various talent groups [1] Group 2 - Specific stock performance includes: - Sunac China (01918) up 6.14% to 1.210 with a market cap of 19.593 billion, down 7.63% year-to-date - Longfor Group (03380) up 5.93% to 1.430 with a market cap of 8.13 billion, down 20.11% year-to-date - China Resources Land (01109) up 5.21% to 31.880 with a market cap of 227.334 billion, up 17.21% year-to-date - Yuexiu Property (00123) up 4.68% to 4.700 with a market cap of 18.919 billion, up 18.69% year-to-date [2] - Other companies with notable performance include New City Development (up 3.92%), China Overseas Development (up 3.79%), and Vanke (up 3.37%) [2]

Group 1 - The Hong Kong stock market saw a collective rise in property stocks on February 4, with notable increases including Sunac China up over 6%, Longfor Group and China Resources Land up over 5%, and Yuexiu Property up over 4% [1] - The Shanghai government has initiated a program to acquire second-hand housing for the purpose of providing affordable rental housing, targeting new citizens, young people, university graduates, and various talent groups [1] - The signing event for this initiative included cooperation agreements between the Shanghai branch of China Construction Bank and public rental housing companies in three districts, providing financial support for the acquisition work [1] Group 2 - Sunac China (01918) increased by 6.14% to a price of 1.210 with a total market value of 195.93 billion, showing a year-to-date decline of 7.63% [2] - Longfor Group (03380) rose by 5.93% to 1.430 with a market cap of 81.3 billion, reflecting a year-to-date drop of 20.11% [2] - China Resources Land (01109) saw a 5.21% increase to 31.880, with a market value of 2273.34 billion and a year-to-date gain of 17.21% [2] - Yuexiu Property (00123) increased by 4.68% to 4.700, with a market cap of 189.19 billion and a year-to-date rise of 18.69% [2] - New City Development (01030) rose by 3.92% to 2.650, with a market value of 187.24 billion and a year-to-date increase of 29.27% [2] - China Overseas Development (00688) increased by 3.79% to 14.520, with a market cap of 1589.2 billion and a year-to-date rise of 18.53% [2] - Vanke Enterprise (02202) saw a 3.37% increase to 3.680, with a market value of 439.05 billion and a year-to-date gain of 12.20% [2] - Greentown China (03900) rose by 3.27% to 11.370, with a market cap of 288.75 billion and a year-to-date increase of 34.24% [2] - CIFI Holdings (00884) increased by 3.19% to 0.097, with a market value of 16.61 billion and a year-to-date decline of 39.75% [2] - China Jinmao (00817) rose by 3.55% to 1.750, with a market cap of 236.47 billion and a year-to-date increase of 44.63% [2]

智通财经APP获悉，内房股早盘普涨，截至发稿，越秀地产(00123)涨4.01%，报4.67港元；中国海外宏 洋集团(00081)涨4%，报2.6港元；华润置地(01109)涨3.89%，报31.48港元；中国海外发展(00688)涨 3.5%，报14.48港元；龙光集团(03380)涨2.96%，报1.39港元。 另据报道，在刚过去的1月份，北京二手房网签量超过1.5万套，已连续三个月稳定在1.4万套以上；上海 二手房连续三个月成交超2.2万套；深圳二手房共计录得6802套，创近10个月新高；广州二手住宅网签 8881套，市场韧性同样较强。业内专家认为，房地产市场的"小阳春"行情正提前显现，二手房市场率先 回暖，核心韧性凸显，春节后挂牌量的变化，将成为观察供需关系的关键窗口。 消息面上，2月2日，中国建设银行支持上海市第一批收购二手住房用于保障性租赁住房项目签约活动举 办，以浦东新区、静安区、徐汇区为试点区，主要聚焦于业主有本区新房置换意愿的、房龄偏大的小户 型二手房源。中金认为，上海二手房挂牌量自2025年3季度已开始下降，带动其挂牌去化周期持续下 行；本次存量住房收储面向供给压力最为直接的二手房供给，也 ...

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 Insights - The report maintains a bullish outlook on the real estate market, highlighting the significant debut of commercial real estate REITs, with the first batch of applications exceeding 32.1 billion RMB, accounting for 14% of the existing C-REITs market [5] - The cancellation of the "three red lines" policy marks a pivotal shift, indicating a return to orderly market development and improved financing channels for real estate companies [16][20] - The report notes a strong year-on-year increase in transaction volumes for both new and second-hand homes, with new home transactions in 50 cities up 3.3% week-on-week and 37.2% year-on-year [5][9] Group 1: Central Policies - The cancellation of the "three red lines" policy allows for a more market-oriented development of the real estate sector, which had previously constrained financing for weaker firms [16] - The central government is actively managing expectations and stabilizing the policy environment to facilitate a turning point in the real estate cycle [16] Group 2: Transaction Performance - New home transactions saw a week-on-week increase of 3.3% and a year-on-year increase of 37.2%, reflecting a recovery from last year's low base due to the Spring Festival [5][9] - Second-hand home transactions also showed significant growth, with a year-on-year increase of 154.9%, driven by a favorable comparison to last year's figures [9] Group 3: Market Dynamics - The report indicates that the new home supply has improved, with a week-on-week increase of 34.5%, which is unusual before the Spring Festival, suggesting increased developer confidence [5] - The second-hand market remains robust, with a year-on-year increase in visits and transactions, indicating sustained demand [5] Group 4: Land Market Performance - The land market showed weaker performance, with total land sales in 300 cities amounting to 12.7 billion RMB, down 20% week-on-week and 69% year-on-year [5] - The report highlights a supply of 7.93 million square meters, with a land absorption rate of 51%, indicating a dual weakness in supply and demand [5] Group 5: Company Performance and Recommendations - The report suggests that companies with strong investment fundamentals and low valuations, such as China Jinmao and China Overseas, are leading the sector [5] - The property management sector also performed well, with a 2.6% increase, outperforming the Hang Seng Index [5] Group 6: C-REITs Overview - The C-REITs composite return index rose by 0.36%, with 41 out of 78 REITs showing gains, particularly in the renewable energy and highway sectors [5]

Investment Rating - The industry rating is "Positive," indicating that the overall return of the industry is expected to exceed the CSI 300 Index by more than 5% in the next six months [9]. Core Insights - The real estate sector is experiencing a mixed performance, with the Shanghai Composite Index and Shenzhen Component Index rising by 0.18% and 0.09% respectively, while the Shenwan Real Estate Index fell by 0.93% [3]. - The first land auction of 2026 in Ningbo includes four plots in the Yinzhou District, with a total starting price of over 2.916 billion yuan and a total area of 109,200 square meters [5]. - The individual stock performance within the real estate sector shows significant gains for companies like Shunfa Hengye (7.59%) and Jingneng Real Estate (4.52%), while companies like Shangshi Development (-4.83%) and Rongfeng Holdings (-4.76%) faced declines [4]. Market News - Ningbo has officially launched the auction for four plots in the Baihe Future Community, with a total construction area of approximately 300,000 square meters and a starting floor price of 9,723 yuan per square meter [5]. - Financial Street Holdings completed the issuance of its first medium-term notes for 2026, with a total planned and actual issuance amount of 1.4 billion yuan, at an interest rate of 3.05% [6]. - China Overseas Macro Group announced the issuance of corporate bonds not exceeding 5 billion yuan, with the current issuance scale capped at 1 billion yuan [7].