瑞银发表研究报告指，香港特区政府将于下周三公布施政报告，预期"购房资金通"在短期推出可能性较 低，亦不预期全国性计划短期推出，资本投资者入境计划下豪宅投资限制进一步放宽机会则属中等，另 外预期"多次往返"个人游签注可能扩展至深圳以外其他大湾区城市居民。 选股方面，该行预计新一份施政报告将利好恒基地产、新鸿基地产、信和置业等发展商，而更多内地旅 客访港将支持地区商场业主，包括九龙仓置业、希慎兴业及新地，加快北都发展对港铁或属负面，因资 本开支忧虑上升，但可能推动农地加快收回，对恒地属正面。而REITs纳入互联互通进展，瑞银预期对 领展房产基金属正面。 ...

该行又指，发表施政报告翌日美联储亦将公布议息结果，根据过往纪录，若减息符合预期，香港地产股 表现普遍逊于大市;不过小摩对本地地产行业未来一年前景仍持正面看法，建议可趁低吸纳，在发展商 中较看好恒基地产(00012)和信和置业(00083);收租股方面，建议风险胃纳较低投资者选择太古地产 (01792)及领展房产基金(00823)，同时认为恒隆地产(00101)及九龙仓置业(01997)有较大上行空间。 摩根大通发布研报称，新一份施政报告将于9月17日发表，市场憧憬或放宽新资本投资者入境计划、住 宅物业印花税及设立购房资金通计划。小摩对于当局会否一次过推出所有措施存有疑问，认为现时楼市 已见回稳迹象，若最终出台的政策力度较预期弱，施政报告公布后地产股或出现短期获利回吐。 ...

该行又指，发表施政报告翌日美联储亦将公布议息结果，根据过往纪录，若减息符合预期，香港地产股 表现普遍逊于大市;不过小摩对本地地产行业未来一年前景仍持正面看法，建议可趁低吸纳，在发展商 中较看好恒基地产(00012)和信和置业(00083);收租股方面，建议风险胃纳较低投资者选择太古地产 (01792)及领展房产基金(00823)，同时认为恒隆地产(00101)及九龙仓置业(01997)有较大上行空间。 智通财经APP获悉，摩根大通发布研报称，新一份施政报告将于9月17日发表，市场憧憬或放宽新资本 投资者入境计划、住宅物业印花税及设立购房资金通计划。小摩对于当局会否一次过推出所有措施存有 疑问，认为现时楼市已见回稳迹象，若最终出台的政策力度较预期弱，施政报告公布后地产股或出现短 期获利回吐。 ...

Group 1 - Morgan Stanley's report indicates an improving outlook for property prices, with the NAV discount narrowing from 50% to 40% [1] - The target price for Sino Land Company (00083) has been raised from HKD 8.6 to HKD 9.5, maintaining a "market perform" rating [1] - Core earnings per share forecasts for Sino Land for the fiscal years 2026 and 2027 have been reduced by 10% and 6% respectively, considering various performance factors [1] Group 2 - The company is expected to maintain a dividend of HKD 0.58 per share from 2026 to 2028, supported by recurring rental income and property development pre-sales [1] - It is anticipated that Sino Land may discontinue the scrip dividend arrangement after the fiscal year 2026, which could enhance shareholder returns [1]

Group 1 - Morgan Stanley's report indicates an improving outlook for property prices, with the NAV discount narrowing from 50% to 40% [1] - The target price for Sino Land Company (00083) has been raised from HKD 8.6 to HKD 9.5, maintaining a "market perform" rating [1] - Core earnings per share forecasts for Sino Land for the fiscal years 2026 and 2027 have been reduced by 10% and 6% respectively, considering various performance factors [1] Group 2 - The company is expected to maintain a dividend of HKD 0.58 per share from 2026 to 2028, supported by recurring rental income and property development pre-sales [1] - It is anticipated that Sino Land may discontinue the scrip dividend arrangement after the fiscal year 2026, which could enhance shareholder returns [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8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: | 信和置業有限公司 | | | 呈交日期: | 2025年9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 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) | 00083 | 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 | | | 9,150,103,814 | | 0 | | 9,150,103,814 | | 增加 / 減少 (-) | | | 0 | | ...

Core Viewpoint - UBS reports that Sino Land Company (00083) has achieved stable year-on-year core profit growth for the fiscal year ending June 2025, amounting to HKD 5.1 billion, which meets expectations [1] - The company maintains a final dividend of HKD 0.43 per share and has increased its net cash holdings to HKD 49.5 billion, providing potential for acquisitions [1] - UBS has adjusted its target price from HKD 10.56 to HKD 10.42, while maintaining a "Buy" rating [1]

Core Viewpoint - The chairman of the board, Huang Zhixiang, has increased his stake in Sino Land Company Limited (00083) by purchasing 22,000 shares at approximately HKD 9.29 per share, totaling around HKD 204,500, which indicates a strong confidence in the company's future prospects [1] Summary by Category Shareholding Activity - On August 28, the chairman acquired 22,000 shares of Sino Land at a price of HKD 9.2945 per share [1] - The total investment amounted to approximately HKD 204,500 [1] - Following this purchase, the chairman's total shareholding increased to approximately 5.534 billion shares, representing a 60.48% ownership stake in the company [1]

Group 1 - The chairman of the board, Huang Zhixiang, increased his stake in Sino Land Company Limited (00083) by purchasing 22,000 shares at a price of HKD 9.2945 per share, totaling approximately HKD 204,500 [1] - Following this acquisition, the total number of shares held by Huang is approximately 5.534 billion, representing a holding percentage of 60.48% [1]

(股份代號：83) 董事名單與其角色和職能 自 2025 年 8 月 31 日起，信和置業有限公司董事會（「董事會」）及董事委員會成員名單 如下： 獨立非執行董事 盛智文，GBM, GBS, JP 李民橋，BBS, JP 黃楚標，JP 陳仲尼，NPC Deputy, SBS, BBS, JP 董事會設立 3 個委員會。下表提供各董事會成員在該等委員會中所擔任的職位。 | | 委員會 | 審核委員會 | 提名委員會 | 薪酬委員會 | | --- | --- | --- | --- | --- | | 董事 | | | | | | 黃永光 | | | C | M | | 黃敏華 | | | M | | | 盛智文 | | M | M | M | | 李民橋 | | C | M | C | | 黃楚標 | | | M | | | 陳仲尼 | | M | | | 附註： C 有關委員會的主席 執行董事 黃永光，SBS, JP（主席） 陳榮光 李正強 田兆源 廖懿妮 非執行董事 夏佳理，GBM, CVO, GBS, OBE, JP 黃敏華 M 有關委員會的成員 香港，2025 年 8 月 29 日 ...