格隆汇10月2日丨中国海外宏洋集团(00081.HK)公告，董事局公布将于2025年10月22日(星期三)假座香 港皇后大道东一号太古广场三座七楼701-702室举行董事局会议，藉以(其中包括)审议及批准公司及其附 属公司2025年第三季度财务及业务回顾。 ...

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 二五年十月二十二日（星期三）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）審議及批准本公司及其附屬公司二零二 五年第三季度財務及業務回顧。 中國海外宏洋集團有限公司 主席兼執行董事 庄勇 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。 （於香港註冊成立之有限公司） （股份代號：81） 董事局會議召開日期 謹啟 香港，二零二五年十月二日 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。 ...

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9月30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10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 第 2 頁 共 10 頁 v 1.1.1 FF301 III.已發行股份及/或庫存股份變動詳情 (A). 股份期權（根據發行人的股份期權計劃） 不適用 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 | ...

Group 1 - Hong Kong property stocks are experiencing a decline despite market conditions, with China Overseas Grand Oceans Group (00081.HK) down 3.21% to HKD 2.41 [1] - Yantai Group (03377.HK) has decreased by 3.13%, trading at HKD 0.155 [1] - Ronshine China (03301.HK) fell by 2.84%, with a current price of HKD 0.205 [1] - Sunac China (01918.HK) is down 1.76%, now priced at HKD 1.67 [1]

Core Viewpoint - The Chinese real estate stocks are experiencing a decline despite market conditions, with major companies like China Overseas Grand Oceans Group and others showing significant drops in share prices [1] Group 1: Company Performance - China Overseas Grand Oceans Group (00081) fell by 3.21%, trading at HKD 2.41 [1] - Yuan Long Group (03377) decreased by 3.13%, trading at HKD 0.155 [1] - Ronshine China Holdings (03301) dropped by 2.84%, trading at HKD 0.205 [1] - Sunac China Holdings (01918) declined by 1.76%, trading at HKD 1.67 [1] Group 2: Industry Sales Data - From January to September, the total sales of the top 100 real estate companies amounted to CNY 26,065.9 billion, representing a year-on-year decrease of 12.2%, although the decline rate has narrowed by 1.1 percentage points compared to January to August [1] - In September alone, the sales of the top 100 real estate companies increased by 11.9% month-on-month [1] Group 3: Market Outlook - Core cities are continuing to optimize demand-side policies, but the overall market remains under pressure, with most cities showing relatively flat performance [1] - The short-term outlook suggests that policies will maintain a loose tone, focusing on the goal of "stopping the decline and stabilizing" [1] - New housing supply in core cities may see mild improvement, providing some support to the market, but new projects in more cities remain limited, indicating a continuation of market differentiation [1]

Core Viewpoint - The Chinese real estate stocks are experiencing a decline despite the overall market conditions, with major companies like China Overseas Grand Oceans Group, Yantai Group, and others showing significant drops in their stock prices [1] Company Performance - China Overseas Grand Oceans Group (00081) fell by 3.21% to HKD 2.41 - Yantai Group (03377) decreased by 3.13% to HKD 0.155 - Ronshine China (03301) dropped by 2.84% to HKD 0.205 - Sunac China (01918) declined by 1.76% to HKD 1.67 [1] Industry Data - According to the China Index Academy, the total sales of the top 100 real estate companies from January to September reached CNY 26,065.9 billion, representing a year-on-year decrease of 12.2%, although the decline has narrowed by 1.1 percentage points compared to January to August [1] - In September alone, the sales of the top 100 real estate companies increased by 11.9% month-on-month [1] Market Outlook - The core cities are continuing to optimize demand-side policies, but the overall market performance remains relatively weak outside these areas, indicating ongoing adjustment pressures [1] - The short-term outlook suggests that policies will maintain a loose tone, focusing on stabilizing the market and accelerating the implementation of existing policies [1] - New housing supply in core cities may see mild improvement, providing some support to the market, but the availability of new projects in other cities remains limited, leading to continued market differentiation [1]

Core Viewpoint - The Hong Kong real estate stocks have shown a significant upward trend, driven by recent policy optimizations aimed at supporting reasonable housing demand across various cities in China [1] Company Performance - Country Garden saw an increase of over 5% in its stock price, while China Overseas Macro Group rose by 4% and Ronshine China by 3.5% [2] - Other notable performers include Vanke Enterprises, Longfor Group, and Oceanwide Holdings, each rising nearly 3%, and China Jinmao increasing by 2% [2] Policy Developments - Multiple cities in China have recently optimized real estate policies, including Dongguan offering a subsidy of 2% of the total purchase price for eligible homebuyers, capped at 30,000 yuan [1] - Sichuan is implementing a "one city, one policy" approach to stabilize the real estate market, while Guangzhou has introduced new policies allowing property companies to sell self-held housing [1] - Major cities like Beijing, Shanghai, and Shenzhen have adjusted their purchase restrictions, indicating a broader trend of policy support for the housing market [1] - New first-tier cities are reportedly studying the latest real estate policies to further stimulate housing demand and enhance purchase support [1]

Core Viewpoint - The Hong Kong property stocks experienced a general rise on September 24, with notable increases in share prices for several major companies in the sector [1] Company Summaries - Longfor Group (03380.HK) saw a share price increase of 3.74%, reaching HKD 1.11 [1] - Country Garden (02007.HK) rose by 3.45%, with shares priced at HKD 0.6 [1] - China Overseas Macro Group (00081.HK) experienced a 2.85% increase, with shares at HKD 2.53 [1] - Shimao Group (00813.HK) increased by 2.56%, with shares priced at HKD 0.4 [1]

智通财经APP获悉，内房股普遍上扬，截至发稿，龙光集团(03380)涨3.74%，报1.11港元；碧桂园 (02007)涨3.45%，报0.6港元；中国海外宏洋集团(00081)涨2.85%，报2.53港元；世茂集团(00813)涨 2.56%，报0.4港元。 消息面上，今年8月以来，北上深等一线城市陆续落地优化限购政策。9月19日，上海财政局发布《关于 优化调整本市个人住房房产税试点有关政策的通知》，这一通知是对8月25日上海楼市新政中关于完善 房产税部分的细化落地。国金证券指出，近期北上深等一线城市已落地优化限购政策，叠加需求旺季带 动基本面有望修复。此外8月地产数据显示当前仍然需要更多的政策出台以带动地产实现止跌回稳，政 策预期持续处于加码期。当前地产板块估值偏低，建议逢低配置地产股。 ...

Core Insights - The top short-selling stocks include New World Development Co. Ltd. (80016) and AIA Group Ltd. (81299), both with a short-selling ratio of 100%, followed by BYD Company Limited (81211) at 84.08% [1][2] - Alibaba Group Holding Limited (09988) leads in short-selling amount at 4.052 billion, followed by Baidu Inc. (09888) at 1.758 billion and Meituan (03690) at 1.615 billion [1][2] - The highest deviation values are seen in Alibaba-SWR (89988) at 32.37%, Nissin Foods (01475) at 31.05%, and China Xuyang Group (01907) at 26.53% [1][2] Short-Selling Ratio Summary - New World Development Co. Ltd. (80016): 634,800 with a short-selling ratio of 100.00% [2] - AIA Group Ltd. (81299): 144,800 with a short-selling ratio of 100.00% [2] - BYD Company Limited (81211): 2,118,500 with a short-selling ratio of 84.08% [2] - Anta Sports Products Limited (82020): 85,700 with a short-selling ratio of 83.05% [2] - China Resources Beer Holdings Company Limited (80291): 1,083,600 with a short-selling ratio of 75.33% [2] Short-Selling Amount Summary - Alibaba Group Holding Limited (09988): 4.052 billion with a short-selling ratio of 21.31% [2] - Baidu Inc. (09888): 1.758 billion with a short-selling ratio of 36.87% [2] - Meituan (03690): 1.615 billion with a short-selling ratio of 27.05% [2] - Tencent Holdings Limited (00700): 1.187 billion with a short-selling ratio of 12.24% [2] - BYD Company Limited (01211): 799 million with a short-selling ratio of 21.03% [2] Deviation Value Summary - Alibaba-SWR (89988): 8,385,400 with a short-selling ratio of 66.93% and a deviation value of 32.37% [2] - Nissin Foods (01475): 307,100 with a short-selling ratio of 38.98% and a deviation value of 31.05% [2] - China Xuyang Group (01907): 5,568,300 with a short-selling ratio of 34.03% and a deviation value of 26.53% [2] - AIA Group Ltd. (81299): 144,800 with a short-selling ratio of 100.00% and a deviation value of 25.88% [2] - Beijing Enterprises Water Group Limited (00371): 33,448,500 with a short-selling ratio of 49.80% and a deviation value of 25.23% [2]