智通财经APP获悉，星展发布研报称，截至2024年底信和置业(00083)净现金有约459亿港元，认为其财 务稳健，足以支持持续派息及进行土地收购。信置现价较该行预测每股资产净值折让51%，若扣除净现 金后折让达68%。基于强劲财务状况及多项催化剂，星展维持信置的"买入"评级，目标价由9.78港元升 至10.56港元。 星展指，信和置业以10.9亿元成功投得屯门住宅地皮，为自2023年12月以来首次补充土地储备，该地皮 毗邻兴建中的屯门南延线未来车站，具交通优势，亦见到公司近期加快推售将日出康城11期"凯柏峰"及 元朗柏珑等新盘，预料仍有油塘通风楼项目、柏珑三期及土瓜湾荣光街/崇安街等项目尚待推出。 ...

Group 1 - The core viewpoint of the article is that Sino Land Company successfully acquired a residential land plot in Tuen Mun for HKD 1.09 billion, marking its first addition to land reserves since December 2023 [1] - The acquired land is strategically located near the future station of the Tuen Mun South Extension Line, providing a transportation advantage [1] - The company is accelerating the sale of new projects, including the 11th phase of Sunrise Kowloon and Yuen Long Park Lane, with additional projects like Yau Tong Ventilation Building, Park Lane Phase 3, and the streets of Tung Kwan and Chong On awaiting launch [1] Group 2 - As of the end of 2024, Sino Land is expected to have a net cash position of approximately HKD 45.9 billion, indicating strong financial health to support ongoing dividends and land acquisitions [1] - The current share price is trading at a 51% discount to the bank's estimated net asset value per share, and the discount increases to 68% when net cash is excluded [1] - Based on its robust financial condition and multiple catalysts, the bank maintains a "Buy" rating for Sino Land, raising the target price from HKD 9.78 to HKD 10.56 [1]

数据统计显示，中证港股通地产指数近一个月上涨3.85%，近三个月上涨11.21%，年至今上涨18.11%。 金融界8月14日消息，上证指数高开低走，中证港股通地产指数 (港股通地产，931025)报1690.69点。 作者：行情君 从中证港股通地产指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证港股通地产指数持仓样本的行业来看，房地产占比100.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。特殊情况下将 对该指数进行临时调整。当样本退市时，将其从指数样本中剔除。如果香港市场新上市相关行业主题企 业市值在香港上市公司中排名前十并纳入港股通范围，将在其纳入港股通范围后第十一个交易日快速纳 入相应的行业主题指数中。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 当港股通范围发生变动导致样本不再满足港股通资格时，将进行相应调整。 本文源自：金融界 据了解，中证港股通地产投资指数从港股通范围合资格证券中选取符合地产主题的不超过50家香港市场 上市公 ...

香港地政总署公布，屯门海珠路屯门市地段第569号的用地，以10.89亿港元批予信和置业(00083)旗下天 衡有限公司，批租期为50，每呎楼面地价约3860港元，较市场估值上限高出近38%。信置执行董事田兆 源表示，非常高兴投得地皮，认为项目位置优越，交通网络四通八达，背靠大湾区，加上受惠北部都会 区发展机遇，项目极具发展潜力，形容为集团土地储备增添一幅上佳地皮。他又重申，集团对香港前景 充满信心。 项目地盘面积约4.7万平方呎，若以地积比率6倍计算，估计可建楼面面积约为28.2万平方呎，地皮发展 规模适中，估计可兴建逾500个住宅单位，以中小型户为主。 该地皮于上周五(8日)截标，并接获8份标书，包括长实(01113)、保利置业(00119)、嘉华国际(00173)、 中海外(00688)、会德丰地产、信置等均有递交标书。综合市场估算，该地皮估值由4.2亿至7.9亿港元。 ...

智通财经APP获悉，香港地政总署公布，屯门海珠路屯门市地段第569号的用地，以10.89亿港元批予信 和置业(00083)旗下天衡有限公司，批租期为50年，每呎楼面地价约3860港元，较市场估值上限高出近 38%。信置执行董事田兆源表示，非常高兴投得地皮，认为项目位置优越，交通网络四通八达，背靠大 湾区，加上受惠北部都会区发展机遇，项目极具发展潜力，形容为集团土地储备增添一幅上佳地皮。他 又重申，集团对香港前景充满信心。 该地皮于上周五(8日)截标，并接获8份标书，包括长实(01113)、保利置业(00119)、嘉华国际(00173)、 中海外(00688)、会德丰地产、信置等均有递交标书。综合市场估算，该地皮估值由4.2亿至7.9亿港元。 项目地盘面积约4.7万平方呎，若以地积比率6倍计算，估计可建楼面面积约为28.2万平方呎，地皮发展 规模适中，估计可兴建逾500个住宅单位，以中小型户为主。 ...

Group 1 - The core viewpoint of the article highlights the performance of the China Securities Hong Kong Stock Connect Real Estate Index, which has shown significant growth over various time frames, including a 15.34% increase year-to-date [1] - The index has risen by 2.57% in the past month and 11.50% over the last three months, indicating a positive trend in the real estate sector [1] - The index is composed of up to 50 eligible Hong Kong-listed companies that reflect the overall performance of the real estate theme [1] Group 2 - The top ten weighted companies in the index include New World Development (14.13%), Beike-W (12.22%), and China Resources Land (11.19%), among others, showcasing the concentration of investments in these firms [1] - The index is exclusively composed of real estate companies, with a 100% allocation to this sector [2][3] - The index undergoes biannual adjustments every June and December, with provisions for temporary adjustments in special circumstances, ensuring it remains reflective of the market [3]

Group 1 - The core point of the article is the announcement of Huang Zhixiang's retirement from his positions at Sino Land, marking a significant transition in leadership as his son, Huang Yongguang, is set to inherit the family real estate empire [1][3] Group 2 - Huang Zhixiang has been the chairman of Sino Land since 1991, serving for over 34 years [1] - Sino Land primarily focuses on real estate development and has contributed to the Huang family amassing a real estate empire worth several hundred billion dollars [1]

Group 1 - The article provides a list of companies involved in various financial activities such as earnings announcements, shareholder meetings, and new stock activities [2][3] - Several companies are mentioned for their dividend distribution dates, indicating their financial performance and shareholder returns [2][3] - The document highlights companies undergoing stock repurchases and capital increases, which may signal their financial strategies and market positioning [3] Group 2 - The article includes a list of companies that are currently in the process of IPOs, reflecting market interest and potential investment opportunities [2] - Companies like Silver Noble Pharmaceuticals and others are noted for their ongoing stock activities, which may attract investor attention [2] - The document also mentions companies that are resuming trading, indicating a potential recovery or change in market conditions [2]

香港地产界又一知名企业完成接班人交棒。近日，信和置业有限公司（简称"信和置业"）宣布，黄志祥退任公司 主席及执行董事，以及公司董事会提名委员会主席的职务，执行董事兼副主席黄永光继任公司主席及董事会提名 委员会主席，生效日期为2025年8月31日。 黄永光为黄志祥长子、信和置业非执行董事黄敏华的胞兄及该公司前主要股东、已故的黄廷方的长孙。 此次主席更替，意味着这家由黄廷方创立的港资地产巨头，正式进入第三代掌舵时代。 黄永光的二十年接班路 时间倒回上世纪50年代，祖籍福建莆田的新加坡华商黄廷方白手起家，先后打造了新加坡远东机构与香港信和集 团两大商业版图。 1972年，信和集团旗下尖沙咀置业在香港上市，1981年信和置业正式登陆港交所，逐步发展成为香港主要地产开 发商之一。 在业内人士看来，信和置业由黄氏家族创立，此次交接是典型的家族企业代际传承。黄永光此前已参与集团管理 多年，担任副主席及多家子公司董事，显示家族早有培养计划。这种平稳过渡有助于维持公司战略连贯性，减少 管理层动荡对业务的影响。 信和置业的代际交接，并非孤例。近年来，香港老牌地产商纷纷完成权力过渡：2019年，恒基兆业李兆基退任， 李家杰、李家诚 ...

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7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8月4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, ...