Core Viewpoint - Hang Lung Properties (00101) has shown a strong performance with a stock increase of over 3%, reaching HKD 9.07, driven by positive preliminary operational data from its property portfolio in mainland China and Hong Kong during the National Day Golden Week [1] Group 1: Operational Performance - The preliminary operational data for the property portfolio from October 1 to 4, 2025, indicates significant growth in tenant sales and foot traffic in mainland China, with a total tenant sales increase of approximately 15% year-on-year [1] - Notably, Wuhan Hang Lung Plaza and Shanghai Port International Hang Lung Plaza experienced remarkable sales growth, with tenant sales surging over 70% and 50% respectively [1] - On October 1, the National Day itself, tenant sales in the mainland property portfolio increased by over 20%, with 70% of the operational malls recording double-digit growth [1] Group 2: Marketing Strategies - The strong performance during the holiday period can be attributed to effective marketing activities and promotional strategies, including a successful membership promotion [1] - The popularity of the "ButterBear" autumn baking workshop at Wuhan Hang Lung Plaza significantly attracted customers, leading to a doubling of tenant sales compared to the previous year [1]

恒隆地产旗下内地物业组合在前四日总租户销售额较去年同期(四日)增长约15%。国庆节(10月1日)当 天，内地物业组合的租户销售额按年增长逾20%，旗下七成营运商场均录得双位数增长。 10月9日，恒隆地产公布，旗下内地及香港的物业组合于2025年国庆黄金周前四日(10月1日至4日)的初 步营运数据。 ...

Core Viewpoint - Hang Lung Properties reported a significant increase in tenant sales for its mainland properties during the first four days of the National Day Golden Week, with an overall year-on-year growth of approximately 15% [1] Group 1: Tenant Sales Performance - Tenant sales for Hang Lung Properties' mainland portfolio increased by over 20% on October 1, with 70% of its operating malls recording double-digit growth [1] - Wuhan Hang Lung Plaza and Shanghai Port International Hang Lung Plaza were the standout performers, with tenant sales surging by over 70% and 50% respectively [1] - The overall tenant sales for the mainland portfolio rose by nearly 20% during the first four days, driven by popular events such as the "ButterBear" autumn baking workshop in Wuhan [1] Group 2: Customer Traffic Insights - The overall customer traffic for the mainland properties increased by over 20% in both Wuxi and Wuhan during the first four days compared to the same period last year [1] - In Hong Kong, customer traffic for the first four days of the National Day Golden Week grew by 4%, with The Peak contributing significantly with a 26% increase [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: | 恒隆地產有限公司 | | | 呈交日期: | 2025年10月8日 | | | I. 法定/註冊股本變動 不適用 | | | | 備註： | | | | 恒隆地產有限公司並無法定股本，及其股本並無股份面值。 | | | 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) | 00101 | 說明 | 不適用 | | | | | | | | 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 | | | 5,002,011,935 ...

恒隆地產有限公司 HANG LUNG PROPERTIES LIMITED （於香港註冊成立之有限公司） （股份代號﹕00101） 董事名單與其角色和職能 恒隆地產有限公司董事會（「董事會」）成員載列如下： 執行董事 陳文博 （董事長） 盧韋柏 （行政總裁） 趙家駒 （首席財務總監） 陳文博 （主席） 盧韋柏 趙家駒 審核委員會 馮婉眉 （主席） 陳南祿 陳嘉正 提名及薪酬委員會 袁偉良 （主席） 陳嘉正 馮婉眉 非執行董事 Andrew Walter Bougourd Ross WEIR 韋安祖 獨立非執行董事 袁偉良 陳南祿 陳嘉正 馮婉眉 李天芳 董事會設立三個委員會。各董事會成員在該等委員會中所擔任的職位載列如下： 執行委員會 香港，2025年10月1日 ...

Core Viewpoint - The article discusses the shift in consumer behavior among the Z generation and millennials, emphasizing the importance of emotional value in purchasing decisions, which has led to a transformation in retail experiences and brand strategies [3][4][6]. Group 1: Changing Consumer Behavior - The Z generation and millennials are becoming the main consumer force, focusing on emotional value rather than just the practical utility of products [3][6]. - Nearly 30% of young consumers are willing to spend for emotional satisfaction, indicating a significant shift in consumption patterns [6][7]. - The traditional classification of high-end and mid-range brands is becoming less relevant, as consumers prioritize brands that offer emotional connection and unique experiences [7][9]. Group 2: Retail Experience Evolution - Retail spaces are evolving from mere transaction venues to platforms that provide unique experiences and emotional connections [4][8]. - Brands are increasingly integrating diverse activities and experiences to enhance consumer engagement, such as pop-up events and cultural exhibitions [9][10]. - The "Louis Number" project exemplifies the trend of combining retail, dining, and exhibitions to create a compelling consumer experience, significantly increasing visitor dwell time [9][10]. Group 3: Return to Physical Stores - The trend of emotional value is driving consumers back to physical stores, with brands like Pop Mart and Jellycat relying heavily on brick-and-mortar locations [10][11]. - Many online brands are recognizing the importance of physical presence, leading to a surge in new store openings across various cities [11][12]. - The expansion of brand stores is revitalizing offline commercial activity, with a focus on experiential retail that fosters deeper connections with consumers [11].

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]

Core Viewpoint - The real estate market continues to face challenges in 2023, with many companies reporting a year-on-year decline in revenue and net profit attributable to shareholders. However, there are signs of recovery, particularly in the retail sector, with expectations for gradual improvement in tenant sales as market conditions stabilize. Group 1: Financial Performance - In the first half of 2023, Hang Lung Group and Hang Lung Properties reported a 3% year-on-year decline in total property leasing income, amounting to HKD 4.912 billion and HKD 4.678 billion respectively, due to challenges in the Hong Kong and mainland operating environments [1] - The overall income and occupancy rates in the mainland office and retail markets have also decreased [1] Group 2: Market Outlook - CEO Lu Weibo expressed cautious optimism for the retail market in the second half of the year, anticipating a more sustained recovery in the fourth quarter as tenant sales improve following project adjustments and a rebound in consumer spending [1][2] - Chairman Chen Wenbo noted that while the mainland market faces pressure, operational data has shown growth in recent months [1] Group 3: Investment Strategy - The company focuses on operating super-grade, internationally-standard office buildings, which continue to see stable demand and higher occupancy rates compared to market averages. However, rental adjustments may be necessary [2] - Lu Weibo emphasized that China remains one of the best investment markets globally, citing political stability and a growing consumer base as key factors for long-term growth [2] Group 4: Financial Management - The company has maintained a conservative approach to financing, holding onto a significant cash reserve to navigate market uncertainties without being forced to sell assets at unfavorable prices [3] - Following the completion of the Hangzhou project, the company expects a significant reduction in capital expenditures, allowing for debt repayment through operational income [4] Group 5: Strategic Focus - The company has shifted its strategy from aggressive expansion to enhancing the value of existing assets, recognizing that the era of relying solely on quantity expansion is over [7] - Lu Weibo highlighted the importance of collaboration within commercial districts to enhance overall market value, as seen in the positive impact of nearby high-profile projects on sales performance [7]

格隆汇9月26日丨恒隆地产(00101.HK)宣布，Andrew Walter Bougourd Ross WEIR韦安祖获委任为公司非 执行董事，于2025年10月1日生效。 ...

智通财经APP讯，恒隆地产(00101)发布公告，Andrew Walter Bougourd Ross WEIR 韦安祖获委任为公司 非执行董事，于2025年10月1日生效。 ...