信和置业公布截至2025年6月30日止年度业绩，收入81.83亿港元，同比减少6.64%;公司股东应占溢利 40.19亿港元，同比减少8.7%;每股盈利0.45港元，末期股息每股43港仙。 智通财经APP获悉，香港联交所最新资料显示，10月28日，信和置业(00083)股东将股票由花旗银行转入 香港上海汇丰银行，转仓市值31.47亿港元，占比3.49%。 ...

信和置业公布截至2025年6月30日止年度业绩，收入81.83亿港元，同比减少6.64%;公司股东应占溢利 40.19亿港元，同比减少8.7%;每股盈利0.45港元，末期股息每股43港仙。 香港联交所最新资料显示，10月24日，信和置业(00083)股东将股票由香港上海汇丰银行转入花旗银 行，转仓市值31.50亿港元，占比3.37%。 ...

Core Viewpoint - The chairman of Sino Land Company, Huang Yongguang, expressed optimism about the future of the Hong Kong property market, citing six favorable factors that will drive economic and real estate growth in the region [1]. Group 1: Market Outlook - Huang highlighted that the Hong Kong property market reflects the overall economic situation, and a healthy economy will lead to real estate development [1]. - The company recorded approximately 16,000 transactions in the primary market this year, surpassing the total for the entire year of 2024 [1]. Group 2: Positive Factors for the Property Market - Six positive factors for the Hong Kong economy and property market were identified: 1. The U.S. and Hong Kong entering a rate-cutting cycle 2. Strong performance in the Hong Kong IPO market 3. Government talent programs supporting rental and purchase demand 4. The "Study in Hong Kong" initiative attracting non-local students 5. Increased visitor numbers boosting the economy 6. The Northern Metropolis being a key development project in the Policy Address [1]. Group 3: Future Development Plans - The company plans to focus on the development of the Northern Metropolis, which is seen as a future economic driver for Hong Kong [2]. - Sino Land has three new projects in the pipeline, totaling approximately 3,756 units, with the first project expected to launch by the end of the year [2]. Group 4: Investment Property Performance - The rental rate for the company's investment properties remains stable, with shopping mall occupancy at 93% and residential properties exceeding 90% [2]. - The company is actively reviewing attractive second-hand investment projects in the market to seek positive financial returns [3].

SINO LAND COMPANY LIMITED （信 和 置 業 有 限 公 司） 之 組織章程細則 （經於二零二五年十月二十二日通過之特別決議案採納） 一九七一年一月五日成立 香港 二零二五年十月再版 （本文件為中文譯本，僅供參考用途。 中、英文版本如有任何歧義，應以英文版為準。） 編號：22575 （副本） 公司更改名稱 註冊證書 CHERITH LAND INVESTMENT COMPANY LIMITED（基立地產投資有限公司） 於一九七一年一月五日在香港依據公司條例註冊成為有限公司； 該公司通過特別決議並經公司註冊處批准對其名稱作出更改； 本人茲證明該公司現以 SINO LAND COMPANY LIMITED（信和置業有限公司） 名稱註冊為一間有限公司。 本證書於一九八一年一月十六日簽發。 （簽署）LAI Ming Chi 香港公司註冊處處長 代行 編號：22575 （副本） 公司註冊證書 本人謹此證明 Cherith Land Investment Company Limited（基立地產投資有限公司）於本日在香港 依據公司條例註冊成為有限公司。 本證書於一九七一年一月五日簽發。 （簽署） ...

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文件的內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不對因本文件全部或任何部份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。 (股份代號: 83) 二零二五年十月二十二日舉行之股東周年大會 按股數投票表決結果 | | 決議案撮要 | 票數 | (%) | | --- | --- | --- | --- | | | 普通決議案 | 贊成 | 反對 | | 1 | 省覽、考慮及接納截至二零二五年 | 8,294,784,729 | 11,934,754 | | | 六月三十日止年度之經審核財務報告 | (99.86%) | (0.14%) | | | 書與董事會報告及獨立核數師報告。 | | | | 2 | 宣派末期股息每普通股 0.43 港元或可 | 8,298,482,769 | 8,281,223 | | | 選擇以股代息。 | (99.90%) | (0.10%) | | 3(i) | 選舉陳榮光先生連任董事。 | 7,817,494,122 | 489,264,580 | | | | (94.11%) | (5.89%) ...

杨 侃 投资咨询资格编号：S1060514080002 郑茜文 投资咨询资格编号：S1060520090003 2025年10月13日 请务必阅读正文后免责条款 投资要点 风险提示：1）中国香港楼市复苏不及预期风险；2）港资地产业绩大幅下行风险；3）中国香港经济及居民收入恢复不及预期风险。 证券研究报告 楼市调整或近尾声，港资房企迎投资机遇 ——中国香港地产系列研究之一 行业深度报告 地产行业 强于大市（维持） 证券分析师 1 历史复盘：购房意愿与能力均提升，供需格局优化带来上轮中国香港房价企稳。上轮周期中国香港楼市自1997年开始调整，2003年逐 步筑底企稳，梳理其止跌回稳前后特征，可以发现：1）经济及收入预期好转、房价下跌带来置业门槛下降，居民购房能力提升；2）租 金回报率逐步超过或接近理财及房贷利率，租金相对吸引力提升，带来购房意愿改善；3）需求端逐步恢复，叠加新增供应大幅下降， 最终带来供需格局优化、房价逐步企稳。 当前展望：积极因素有望形成共振，本轮中国香港楼市或接近调整尾声。本轮中国香港楼市自2021年开始调整，2021.9-2025.3房价累 计下跌28.4%，但2025Q2房价现企稳迹象，我 ...

Group 1 - The core viewpoint emphasizes that ESG is not just a corporate issue but a key topic for long-term societal development [1] - The global ESG landscape is evolving, with significant regulatory changes and a growing market focus on sustainable value, as evidenced by the global ESG fund size surpassing $40 trillion in 2025, with over 50% from the US [2] - Companies that integrate ESG into their operations can find new growth opportunities through green transformation and social responsibility [2] Group 2 - Youth innovation is becoming a crucial catalyst for the realization of ESG values, with many young projects addressing social pain points while maintaining clear business logic [3] - Collaboration across various stakeholders, including government, enterprises, and academia, is essential for sustainable development, as it requires a full-chain approach [3][4] - The Sino Inno Lab initiative by the company aims to integrate innovative products into community life, fostering interaction between startups and citizens [4] Group 3 - ESG is increasingly recognized as a value-creating process that everyone can participate in, serving as a link between businesses, markets, and society [5] - By embedding ESG into their core strategies and fostering innovation through collaboration, companies can enhance their market competitiveness and contribute to societal sustainability [5]

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 | | 0 | | | | 本月底結存 | | | 9,150,103,814 | | 0 | | 9,150,103,814 | 第 2 頁 共 10 頁 v 1.1.1 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: | 信和置業有 ...

Core Insights - In the first three quarters of 2025, the total sales of the top 100 real estate companies in China reached 26,065.9 billion yuan, a year-on-year decrease of 12.2%, although the decline narrowed by 1.1 percentage points compared to the previous eight months [1][3] - Poly Developments topped the sales chart with 201.7 billion yuan, becoming the only company among the top 100 to exceed 200 billion yuan [1][2] - The sales performance in September showed a month-on-month increase of 11.9%, with companies like Jianfa, Binjiang, Jinmao, and Poly Properties demonstrating strong sales [1] Sales Rankings - The top six companies by sales in the first nine months of 2025 are: 1. Poly Developments: 201.7 billion yuan 2. Greentown China: 178.5 billion yuan 3. China Overseas Property: 170.5 billion yuan 4. China Resources Land: 154.4 billion yuan 5. China Merchants Shekou: 140.66 billion yuan 6. Vanke: 100.29 billion yuan - Only these six companies have sales exceeding 100 billion yuan [1][4] Market Segmentation - The number of companies in different sales brackets has changed: - 6 companies in the 100 billion yuan and above category, unchanged from the previous year, with an average sales of 157.68 billion yuan - 7 companies in the 50 billion to 100 billion yuan category, down by one from the previous year, with an average sales of 71.6 billion yuan - 6 companies in the 30 billion to 50 billion yuan category, down by one from the previous year, with an average sales of 38.16 billion yuan - 40 companies in the 10 billion to 30 billion yuan category, down by four from the previous year, with an average sales of 16.4 billion yuan [3]

Core Viewpoint - Bank of America Securities reports that the Hong Kong property market has begun to recover, predicting a rebound in residential property prices from 2027 to the second half of 2026, with an expected increase of approximately 3% and a further 5% rise in 2027 [1] Summary by Category Market Outlook - The forecast for residential property price rebound has been advanced to the second half of 2026 from 2027, with an anticipated increase of about 3% in 2026 and an additional 5% in 2027 [1] - The recovery in property prices is expected to lead to a resurgence in profitability and dividends for local property developers by 2027 [1] Company Ratings and Target Prices - Average target prices for local property stocks have been raised by 3%, with earnings forecasts adjusted upwards by up to 4% from this year to 2027 [1] - Longfor Group (01113) and Sino Land (00083) are favored among developers, with Longfor's rating upgraded from "Neutral" to "Buy" and target price increased from HKD 39 to HKD 42 [1] - Sino Land is also given a "Buy" rating, with its target price raised from HKD 9.8 to HKD 10.8 [1] Rental Stocks - The report expresses a positive outlook on Hang Lung Properties (00101) and Swire Properties (01972), both receiving "Buy" ratings, with target prices adjusted to HKD 10 and HKD 24.5 respectively [1] - The rating for MTR Corporation (00066) is maintained at "Underperform" [1]