Core Points - China Overseas Macro Yang Group (00081) reported a contract sales amount of RMB 3.739 billion and a contract sales area of 344,100 square meters in October 2025, representing year-on-year declines of 26.0% and 20.1% respectively [1] - For the period from January to October 2025, the cumulative contract sales amount reached RMB 27.326 billion and the cumulative contract sales area was 2,460,100 square meters, reflecting year-on-year decreases of 13.1% and 10.8% respectively [1] - As of the end of October 2025, the cumulative subscribed but unsigned amount was RMB 552 million with a subscribed but unsigned area of 48,800 square meters [1] Project Development - In October 2025, the company added one new project in the Yangzhou City, Jiangsu Province, with a total floor area of 94,500 square meters and a total land cost of RMB 403 million [1] - From January 1 to October 31, 2025, the company accumulated a total new floor area of 1,942,100 square meters and a total land cost of RMB 8.412 billion, with an equity floor area of 1,713,700 square meters and an equity land cost of RMB 7.358 billion [1]

Core Viewpoint - China Overseas Macro Yang Group reported a significant decline in contract sales and sales area for October 2025, indicating challenges in the real estate market [1] Group 1: Sales Performance - In October 2025, the company achieved a contract sales amount of RMB 3.739 billion and a contract sales area of 344,100 square meters, representing year-on-year declines of 26.0% and 20.1% respectively [1] - From January to October 2025, the cumulative contract sales amount reached RMB 27.326 billion and the cumulative sales area was 2,460,100 square meters, showing year-on-year decreases of 13.1% and 10.8% respectively [1] - As of the end of October 2025, the total amount of subscribed but unsigned contracts was RMB 552 million, with a subscribed but unsigned area of 48,800 square meters [1] Group 2: New Projects - In October 2025, the company added one new project in Yangzhou, Jiangsu Province, with a total floor area of 94,500 square meters and a total land cost of RMB 403 million [1] - From January 1 to October 31, 2025, the company accumulated a total new floor area of 1,942,100 square meters and a total land cost of RMB 8.412 billion, with an equity floor area of 1,713,700 square meters and an equity land cost of RMB 7.358 billion [1]

Core Insights - China Overseas Hong Kong Group (0081.HK) reported a significant decline in contract sales for October 2025, with a total of RMB 3,739 million and a sales area of 344,100 square meters, representing year-on-year decreases of 26.0% and 20.1% respectively [1] - For the period from January to October 2025, the cumulative contract sales amounted to RMB 27,326 million and a sales area of 2,460,100 square meters, reflecting year-on-year declines of 13.1% and 10.8% respectively [1] - As of the end of October 2025, the total amount of subscribed but unsigned contracts was RMB 552 million, with an area of 48,800 square meters [1]

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]