Group 1 - The core viewpoint of the article indicates a recovery in the real estate market sales in September, with a total sales amount of 26,065.9 billion yuan for the top 100 real estate companies in the first nine months, reflecting a year-on-year decline of 12.2%, but the decline rate has narrowed by 1.1 percentage points compared to the first eight months [1] - In September, the monthly sales of the top 100 real estate companies increased by 11.9% month-on-month, with companies like CIFI, Binjiang, Jinmao, and Poly Real Estate showing strong sales performance [1] - The top five companies by sales amount in the first three quarters are Poly Development, Greentown China, China Overseas Property, China Resources Land, and China Merchants Shekou, with total sales amounts of 201.7 billion yuan, 178.5 billion yuan, 170.5 billion yuan, 154.4 billion yuan, and 140.66 billion yuan respectively [1] Group 2 - The China Index Academy believes that future policies will maintain a loose tone, focusing on the goal of "stopping the decline and stabilizing" and accelerating the implementation of various policies already introduced [1] - It is expected that the supply of new homes in core cities may see a mild improvement, providing some support to the market, although new projects in more cities are limited, indicating that market differentiation will continue [1]

Core Insights - The article highlights the top short-selling stocks in the market, indicating significant investor sentiment and potential market movements [1][2][3] Short Selling Ratios - The highest short-selling ratios are observed in Li Ning-R and Great Wall Motors-R, both at 100.00%, followed by Hang Seng Bank-R at 82.27% [1][2] - Other notable stocks with high short-selling ratios include Hong Kong Exchanges-R at 80.09% and Baidu Group-SWR at 75.91% [2] Short Selling Amounts - Alibaba-SW leads in short-selling amount with 1.698 billion, followed by Tencent Holdings at 1.369 billion and Zijin Mining at 1.051 billion [3] - Other significant short-selling amounts include Meituan-W at 1.029 billion and Xiaomi Group-W at 0.952 billion [3] Deviation Values - The highest deviation values are recorded for Mao Ge Ping at 45.59%, followed by an unnamed stock at 43.36% and Greentown China at 41.28% [1][3] - Other stocks with notable deviation values include Baidu Group-SWR at 41.16% and Sunshine Insurance at 41.10% [3]

Core Viewpoint - The performance of Chinese property stocks continues to decline, with major companies experiencing significant drops in share prices amid ongoing market adjustments and policy changes [1] Group 1: Company Performance - New World Development (01030) shares fell by 5.04%, trading at HKD 2.45 [1] - China Overseas Land & Investment (00081) shares decreased by 4.15%, trading at HKD 2.31 [1] - Sunac China (01918) shares dropped by 1.82%, trading at HKD 1.62 [1] Group 2: Market Data - From January to September, the total sales of the top 100 property companies reached CNY 26,065.9 billion, representing a year-on-year decline of 12.2%, although the decline rate narrowed by 1.1 percentage points compared to January to August [1] - In September alone, the sales of the top 100 property companies increased by 11.9% month-on-month [1] Group 3: Market Outlook - Core cities are continuing to optimize demand-side policies, but overall market performance remains subdued outside these areas, indicating ongoing adjustment pressures [1] - According to Guotai Junan Securities, the fourth quarter will enter a high base period, and the need for stability remains evident amid policy logic [1] - Everbright Securities predicts that by 2025, with the implementation of previous real estate policies, local governments will gain more autonomy in market regulation, leading to further regional and urban differentiation, with some high-capacity core cities likely benefiting from urban renewal [1]

Core Viewpoint - China Overseas Macro Holdings Group (00081.HK) announced a board meeting scheduled for October 22, 2025, to review and approve the financial and business performance for the third quarter of 2025 [1] Group 1 - The board meeting will take place at the 7th floor, Rooms 701-702, Three Taikoo Place, 1 Queen's Road East, Hong Kong [1]

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]