二零二五年十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： 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。 （在香港註冊成立之有限公司） （股份代號：81） 在2025年10月份，中海宏洋系列公司實現合約銷售額人民幣3,739,000,000元及合約銷售面積 344,100平方米，分別按年下跌26.0%及20.1%。在2025年1至10月份，累計合約銷售額人民幣 27,326,000,000元及合約銷售面積2,460,100平方米，分別按年下跌13.1%及10.8%。截至2025 年10月底，累計認購未簽約額人民幣552,000,000元及認購未簽約面積48,800平方米。 - 1 - 謹啟 | 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 ...

Core Viewpoint - FIL Limited has increased its stake in China Overseas Macro Holdings Group to 8.06% by acquiring 4.4 million shares at an average price of HKD 2.1824 per share, totaling approximately HKD 9.6026 million [1][2]. Summary by Sections - **Share Acquisition Details** - FIL Limited purchased 4.4 million shares of China Overseas Macro Holdings Group at an average price of HKD 2.1824 per share [1]. - The total investment for this acquisition amounted to approximately HKD 9.6026 million [1]. - **Post-Acquisition Holdings** - Following the acquisition, FIL Limited's total shareholding increased to 286,886,513 shares [2]. - The ownership percentage rose from 7.94% to 8.06% [2].

Core Viewpoint - Fidelity International has increased its stake in China Overseas Grand Oceans Group (00081) by acquiring 4.4 million shares at an average price of HKD 2.1824 per share, totaling approximately HKD 9.6025 million, raising its ownership to about 287 million shares, which represents an ownership percentage of 8.06% [1] Group 1 - Fidelity International's recent acquisition involved 4.4 million shares of China Overseas Grand Oceans Group [1] - The average purchase price per share was HKD 2.1824 [1] - The total investment amount for this transaction was approximately HKD 9.6025 million [1] Group 2 - Following the transaction, Fidelity International's total shareholding in China Overseas Grand Oceans Group is approximately 287 million shares [1] - The updated ownership percentage of Fidelity International in the company is 8.06% [1] - The transaction also involved other related parties, including Pandanus Associates Inc. and Pandanus Partners L.P. [1]

Core Viewpoint - Fidelity International has increased its stake in China Overseas Macro Holdings Group (00081) by acquiring 4.4 million shares at an average price of HKD 2.1824 per share, totaling approximately HKD 9.6025 million, raising its ownership to about 287 million shares, representing 8.06% of the company [1] Group 1 - Fidelity International's recent acquisition of shares indicates a strategic investment in China Overseas Macro Holdings Group [1] - The average purchase price of HKD 2.1824 per share reflects the current market valuation and investor sentiment towards the company [1] - The total investment amount of approximately HKD 9.6025 million signifies a notable commitment to increasing its stake in the company [1] Group 2 - The transaction involved other related parties, specifically Pandanus Associates Inc. and Pandanus Partners L.P., suggesting potential collaborative investment strategies [1] - The increase in shareholding to 8.06% positions Fidelity International as a significant stakeholder in China Overseas Macro Holdings Group [1]

Core Viewpoint - The real estate stocks in China are generally declining, with significant drops observed in major companies such as China Overseas Grand Oceans Group and R&F Properties, indicating ongoing market weakness and challenges in sales performance [1] Sales Performance - According to CRIC, the top 100 real estate companies achieved a sales turnover of 253 billion yuan in October 2025, reflecting a month-on-month increase of 0.1% but a year-on-year decrease of 41.9% [1] - Cumulatively, the top 100 real estate companies reported a total sales turnover of 25,766.6 billion yuan, which represents a year-on-year decline of 16%, with the rate of decline widening by 4.2 percentage points compared to the first nine months of the year [1] Market Outlook - Huatai Securities suggests that the current market sales remain weak, impacted by high base effects from policy stimuli in the same period last year, indicating that the market is still in a phase of bottoming out and stabilization [1] - Looking ahead, Huatai Securities expresses a more optimistic view on the recovery pace in core cities, particularly those represented by first-tier cities [1]

Group 1 - The overall performance of the Chinese property stocks is declining, with notable drops in share prices [2] - Specifically, Yongye Group (03377.HK) has decreased by 5.08%, trading at 0.112 HKD [2] - R&F Properties (02777.HK) has fallen by 3.57%, with a current price of 0.54 HKD [2] - China Overseas Macro Group (00081.HK) has seen a decline of 3.11%, now priced at 2.18 HKD [2]

Core Viewpoint - The real estate sector in China is experiencing a decline, with major property stocks falling significantly amid weak market sales and a challenging year-on-year comparison due to previous policy stimuli [1] Group 1: Stock Performance - Major property stocks such as Yuanhang Group (03377) fell by 5.08% to HKD 0.112, R&F Properties (02777) decreased by 3.57% to HKD 0.54, and China Overseas Macro Group (00081) dropped by 3.11% to HKD 2.18 [1] Group 2: Sales Data - According to CRIC, the top 100 property companies achieved a sales turnover of CNY 253 billion in October 2025, reflecting a month-on-month increase of 0.1% but a year-on-year decrease of 41.9% [1] - Cumulatively, the top 100 property companies recorded a sales turnover of CNY 25,766.6 billion, which represents a year-on-year decline of 16%, with the decline rate widening by 4.2 percentage points compared to the first nine months of the year [1] Group 3: Market Outlook - Huatai Securities indicates that the current market sales remain weak, with year-on-year performance under pressure due to high base effects from policy stimuli last year, suggesting that the market is still in a phase of bottoming out and stabilization [1] - Looking ahead, Huatai Securities expresses a more optimistic view on the recovery pace in core cities, particularly those represented by first-tier cities [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10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11月3日 I. 法定/註冊股本變動 不適用 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 (-) | | | | | | | | | | 本月底結存 | | | | 3,559,374,732 | | 0 | | ...

Market Overview - The Hong Kong stock market showed a mixed performance with the Hang Seng Index closing down 0.24% at 26,282.69, the Hang Seng China Enterprises Index down 0.31% at 9,346.86, and the Hang Seng Tech Index down 0.68% at 6,051.76 [1][2] - Southbound funds recorded significant net purchases exceeding 11 billion HKD, with net purchases of 6.612 billion HKD through the Shanghai-Hong Kong Stock Connect and 7.03 billion HKD through the Shenzhen-Hong Kong Stock Connect [2] Sector Performance - Large technology stocks exhibited divergent trends, with Baidu, Bilibili, and NetEase each falling over 2%, while Meituan rose over 2% [4][6] - The lithium battery sector performed strongly, with Ganfeng Lithium surging nearly 15% after reporting better-than-expected earnings [4][12] - Coal stocks, port and shipping stocks, photovoltaic stocks, nuclear power stocks, home appliance stocks, and building materials stocks were mostly active [4] Notable Stocks - Ganfeng Lithium reported a revenue of 14.625 billion CNY for the first three quarters of 2025, a year-on-year increase of 5.02%, and a net profit of 25.52 million CNY, recovering from a loss of 640 million CNY in the previous year [12] - In the healthcare sector, innovative drug stocks declined, with companies like Xiansheng Pharmaceutical and Innovent Biologics dropping over 4% [9] - Real estate stocks faced downward pressure, with China Overseas Macro Group and R&F Properties falling 5% [10] Commodity Performance - Gold and precious metals saw significant gains, with companies like Zijin Mining and China Silver Group rising over 8% [11] - The World Gold Council reported a 3% year-on-year increase in global gold demand for Q3 2025, reaching 1,313 tons, marking the highest quarterly demand on record [11] Economic Outlook - Morgan Asset Management indicated that a moderate expansion of the U.S. economy and gradually declining interest rates could benefit risk assets, particularly in the technology, communication services, and financial sectors [14] - The Federal Reserve's interest rate cuts are expected to enhance global liquidity, potentially supporting non-U.S. markets [14]

Group 1 - Hong Kong property stocks experienced a collective decline on October 30, with notable drops in several companies [1] - Ronshine China (03301.HK) fell by 5.42%, trading at HKD 0.157 [1] - China Overseas Macro Group (00081.HK) decreased by 5.22%, with a price of HKD 2.18 [1] - R&F Properties (02777.HK) saw a decline of 5%, priced at HKD 0.57 [1] - Greentown China (03900.HK) dropped by 4.82%, trading at HKD 8.3 [1]