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: | 2026年1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: | 保利置業集團有限公司 | | | | 呈交日期: | 2026年2月2日 | | | | I. 法定/註冊股本變動 不適用 | | | | FF301 第 1 頁 共 10 頁 v 1.2.0 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 第 3 頁 共 10 頁 v 1.2.0 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) 00119 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 3,821,183,118 0 3,821,183,118 增加 / 減少 (-) 本月底結存 3,821,183,118 0 3,821,183,118 足夠公眾持股量的確認(註4) | 根據《主板上市規則》第13.32D(1)條或第19A.28D(1 ...

【导读】长江投资预计2025年度利润为负且营收不足3亿元 1月28日晚间，长江投资（600119）（证券代码：600119）发布2025年度业绩预告：预计该年度实现利润总额-3000万元至-2000万元，归母净利润-4500万 元至-3000万元，扣非归母净利润-4800万元至-3300万元，营收为1.8亿元至2.2亿元，扣除与主营业务无关的业务收入和不具备商业实质的收入后的营收为 1.79亿元到2.19亿元。 根据上交所的相关规定，若公司最近一个会计年度经审计的利润总额、净利润或者扣除非经常性损益后的净利润孰低者为负值且营收低于3亿元，或追溯 重述后最近一个会计年度利润总额、净利润或者扣除非经常性损益后的净利润孰低者为负值且营收低于3亿元，那么公司将被实施退市风险警示 （*ST）。 这意味着，在2025年年度报告披露后，长江投资将可能被*ST。 长江投资表示，以上财务数据仅为初步测算数据，目前公司2025年年度报告审计工作正在进行，具体准确的财务数据以公司正式披露的经审计的2025年年 度报告为准。 营收萎缩 扣非归母净利润连续8年亏损 公开资料显示，长江投资（全称：长发集团长江投资实业股份有限公司）199 ...

【导读】长江投资预计2025年度利润为负且营收不足3亿元 1月28日晚间，长江投资（证券代码：600119）发布2025年度业绩预告：预计该年度实现利润总额-3000万元至-2000万元，归母净利润-4500万元至-3000万 元，扣非归母净利润-4800万元至-3300万元，营收为1.8亿元至2.2亿元，扣除与主营业务无关的业务收入和不具备商业实质的收入后的营收为1.79亿元到 2.19亿元。 根据上交所的相关规定，若公司最近一个会计年度经审计的利润总额、净利润或者扣除非经常性损益后的净利润孰低者为负值且营收低于3亿元，或追溯 重述后最近一个会计年度利润总额、净利润或者扣除非经常性损益后的净利润孰低者为负值且营收低于3亿元，那么公司将被实施退市风险警示 （*ST）。 这意味着，在2025年年度报告披露后，长江投资将可能被*ST。 长江投资表示，以上财务数据仅为初步测算数据，目前公司2025年年度报告审计工作正在进行，具体准确的财务数据以公司正式披露的经审计的2025年年 度报告为准。 营收萎缩 到了2025年，长江投资的营收进一步萎缩。根据业绩预告，2025年的营收约仅为2017年高峰期（2017年营收达2 ...

Investment Rating - The report rates the real estate industry as "Outperform" compared to the market [2] Core Insights - New home sales in December showed a month-on-month increase of 33.6%, with a year-on-year decline of 32.1%, indicating a narrowing of the decline compared to previous months [5] - The second-hand home sales saw a year-on-year decline of 30.7% in December, with a month-on-month increase of 12.7%, reflecting a worsening trend in the second-hand market [5] - The overall inventory of new homes decreased by 0.1% month-on-month and 8.3% year-on-year, with an average de-stocking period of 17.8 months [5] Summary by Sections New Home Sales - December new home sales area increased by 33.6% month-on-month, but decreased by 32.1% year-on-year, with the decline narrowing by 6.6 percentage points [5] - For the entire year of 2025, new home sales decreased by 14%, with a year-on-year decline of 13.7% across 40 cities [5] - First-tier cities experienced a year-on-year decline of 15.8%, while second-tier and third-fourth tier cities saw declines of 12.6% and 13.6% respectively [5] Second-Hand Home Sales - December saw a year-on-year decline in second-hand home sales of 30.7%, with a month-on-month increase of 12.7% [5] - The overall second-hand home sales for 2025 decreased by 4%, with first-tier cities still showing positive growth [5] Inventory and De-stocking - The inventory of new homes decreased by 0.1% month-on-month and 8.3% year-on-year, with a de-stocking period of 17.8 months [5] - Major cities like Shanghai and Hangzhou have de-stocking periods within 12 months [5] Land Market - The land market in December showed a month-on-month increase of 126.7%, but a year-on-year decline of 8.9% [5] - The average land price was 1392 RMB per square meter, with a year-on-year decrease of 10.3% [5] Real Estate Companies - The top 100 real estate companies saw a year-on-year sales decline of 20% in 2025, with December sales showing a narrowing decline of 26.7% [5] - The land acquisition amount for December decreased by 58.1% year-on-year, while the total acquisition amount for 2025 increased by 2.6% [5] Financing - The financing scale for the real estate industry decreased in December, but showed a year-on-year increase for the entire year [5] - The total issuance of domestic and foreign bonds and ABS in 2025 was 596.7 billion RMB, a 6% increase year-on-year [5] Policy - The central government emphasized stabilizing the real estate market and reducing the value-added tax on personal home sales to 3% [5] - Local policies have been adjusted to optimize purchase restrictions and loan policies in cities like Beijing [5] Sector Performance - The real estate sector underperformed compared to the Shanghai and Shenzhen 300 index in December, with an absolute return of -4.0% [5] Investment Recommendations - The report suggests focusing on companies with stable fundamentals in core cities, smaller firms showing significant breakthroughs, and commercial real estate companies exploring new consumption scenarios [5]

智通财经APP讯，保利置业集团(00119)发布公告，公司于中华人民共和国注册成立的全资附属公司保利 置业集团有限公司已于2026年1月22日成功发行第二期2026年中期票据。本金额人民币5亿元的第二期 2026年中期票据已发行，期限三年，票面年利率为 2.95%。发行第二期2026年中期票据所得募集资金将 用于置换发行人偿还债务融资工具的自有资金。 ...

保利置业集团(00119)发布公告，公司于中华人民共和国注册成立的全资附属公司保利置业集团有限公 司已于2026年1月22日成功发行第二期2026年中期票据。本金额人民币5亿元的第二期2026年中期票据已 发行，期限三年，票面年利率为2.95%。发行第二期2026年中期票据所得募集资金将用于置换发行人偿 还债务融资工具的自有资金。 ...

格隆汇1月27日丨保利置业集团(00119.HK)宣布，公司于中国注册成立的全资附属公司保利置业集团有 限公司("上海保利置业")已于2026年1月22日成功发行第二期2026年中期票据。本金额人民币5亿元的第 二期2026年中期票据已发行，期限三年，票面年利率为2.95%。发行第二期2026年中期票据所得募集资 金将用于置换发行人偿还债务融资工具的自有资金。 ...

Poly Property Group Co., Limited 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，概不對因本公告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。 保 利 置 業 集 團 有 限 公 司 （股份代號：00119） 自願公告 全資附屬公司發行第二期二零二六年中期票據 此乃保利置業集團有限公司（「本公司」）發出的自願公告。 本公司董事會欣然宣佈，本公司於中華人民共和國（「中國」）註冊成立之全資 附屬公司保利置業集團有限公司（「上海保利置業」）已於二零二六年一月二十 二日成功發行第二期二零二六年中期票據（「二零二六年中期票據」）。本金額 人民幣5億元的第二期二零二六年中期票據已發行，期限三年，票面年利率為 2.95%。發行第二期二零二六年中期票據所得募集資金將用於置換發行人償還債 務融資工具的自有資金。 有 關 第 二 期 二零二六年中期票據之發行及交易公告已於中國貨幣網 （www.chinamoney.com.cn）、上海清算所（www.shclearing.com.cn）及北京金融資產 ...

Core Insights - The real estate market continues to face downward pressure, with all 70 cities experiencing a decline in second-hand housing prices for four consecutive months, indicating a "catch-up" phenomenon in first-tier cities [9][19] - The average year-on-year decline in new housing prices across 70 cities in 2025 was 3.8%, which is less than the 4.5% decline in 2024, marking three consecutive years of decline [4][12] - The average year-on-year decline in second-hand housing prices was 6.3% in 2025, also less than the 7.4% decline in 2024, indicating a persistent downward trend for four years [4][12] Real Estate Market Performance - In December 2025, new home prices in 70 major cities fell by 0.4% month-on-month, while second-hand home prices decreased by 0.7%, maintaining the same rate of decline as in November [4][12] - The total sales area in December was 93.99 million square meters, with a year-on-year decline of 15.6%, showing a slight improvement from the previous month's decline of 17.3% [12][13] - The total investment in real estate development in December was 419.7 billion yuan, with a year-on-year decline of 35.8%, marking the largest single-month decline since 2000 [16][19] Housing Price Trends - In first-tier cities, new home prices fell by 0.3% month-on-month in December, with Shanghai showing a slight increase of 0.2%, while Beijing, Shenzhen, and Guangzhou experienced varying declines [5][9] - The average year-on-year decline in new home prices in first-tier cities was 1.8% in 2025, a reduction of 1.4 percentage points compared to 2024 [5][9] - Second-hand home prices in first-tier cities fell by 0.9% month-on-month in December, with an average year-on-year decline of 4.2% [5][9] Investment Recommendations - The report suggests focusing on three main lines: stable companies with high sales and land reserve ratios in core cities, smaller companies that have made significant breakthroughs in sales and land acquisition since 2024, and commercial real estate companies exploring new consumption scenarios [10][20] - Companies such as China Resources Land, Binjiang Group, and China Merchants Shekou are highlighted for their strong market positions [10][20] - The report anticipates potential policy adjustments by the end of Q1 2026, which could help stabilize the market [9][19]

国务院国资委网站1月21日发布 《7户中央企业14名领导人员职务任免 》。 其中， 祖斌 任中国保利集团有限公司党委书记、董事长。 公开信息显示，祖斌，男，汉族，1968年6月生，安徽庐江人，毕业于东南大学工业与民用建筑工程专 业。香港理工大学品质管理学硕士，研究员级高级工程师、高级经济师。1991年7月参加工作，1999年4 月加入中国共产党。 祖斌曾任中国核工业建设集团公司副总经理、党组成员，中国核工业建设集团公司党组副书记、副总经 理，中国核工业集团有限公司董事、党组副书记，国家电力投资集团有限公司董事、党组副书记等职。 此番调整前，祖斌任中国华电集团有限公司党组副书记、董事。 原任 中国保利集团党委书记、董事长刘化龙，出生于1962年。 来源：政事儿 责编：刘珺宇 校对：彭其华 百万用户都在看 尾盘异动！A股，三大信号"闪现" 跨界并购！牛股尾盘，封死涨停！A股又一信号闪现 100%关税！美国，突发威胁！事关芯片，韩国紧急回应！ "黑天鹅"来袭！刚刚，欧洲股市全线杀跌！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社 ...