YUEXIU PROPERTY(00123)

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越秀地产(00123):广州城建完成发行14亿元公司债券
智通财经网· 2025-08-19 10:45
智通财经APP讯,越秀地产(00123)公布,广州市城市建设开发有限公司 2025 年面向专业投资者公开发 行公司债券(第一期)发行工作已于 2025 年 8 月 19 日结束,品种一发行规模为 9.00 亿元,品种一票面利 率为 1.95%,认购倍数为 2.27 倍;品种二发行规模为 5.00 亿元,品种二票面利率为 2.50%,认购倍数为 1.67 倍。 ...
越秀地产(00123) - 海外监管公告
2025-08-19 10:40
本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 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之內容概不負責,對其準確性或完整性亦不發表 任何聲明,並明確表示,概不就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之任何損失承擔任 何責任。 (在香港註冊成立的有限公司) (股份代號:00123) 海外監管公告 本公司及董事会全体成员保证公告内容真实、准确、完整,没 有虚假记载、误导性陈述或者重大遗漏。 承董事會命 越秀地產股份有限公司 余達峯 公司秘書 香港,二○二五年八月十九日 於本公告刊發日期,董事會成員包括: 執行董事: 林昭遠(董事長)、朱輝松、江國雄、賀玉平、陳靜及劉艷 非執行董事: 張貽兵及蘇俊杰 獨立非執行董事: 余立發、李家麟、劉漢銓及張建生 广州市城市建设开发有限公司 2025 年面向专业投资者公开发行公司债券 (第一期)发行结果公告 经中国证券监督管理委员会"证监许可〔2025〕1504 号"文同意注册,广 州市城市建设开发有限公司获准向专业投资者公开发行面值不超过人民币 96.00 亿元公司债券。 根据《广州市城市建设开发有限公司 2025 年 ...
港股异动丨内房股走高 美的置业发盈喜一度涨近15% 龙光集团等多股涨超3%
Ge Long Hui· 2025-08-19 02:03
Group 1 - The Hong Kong real estate stocks saw an initial rise, with Midea Real Estate experiencing a notable increase of 15%, while other companies like Oceanwide Group, Sunac China, Longfor Group, Country Garden, and R&F Properties rose over 3% [1] - On August 18, Premier Li Qiang emphasized the need for strong measures to stabilize the real estate market and promote urban renewal, including the renovation of urban villages and dilapidated houses to release improvement demand [1] - Midea Real Estate announced a profit upgrade, expecting a profit attributable to shareholders from continuing operations to be between 250 million to 350 million yuan for the first half of 2025, compared to 140 million and 142 million yuan in the same period last year [1] Group 2 - Oceanwide Group's subsidiary, Beijing Oceanwide Holdings Group Co., Ltd., announced a domestic debt restructuring plan, with a creditor meeting scheduled from September 9 to September 12, involving 7 company bonds and 3 PPNs, totaling 18.05 billion yuan [1] - Country Garden announced that it is seeking strong support from creditors holding a significant amount of existing debt for its restructuring plan [1] - The stock performance of various real estate companies included Midea Real Estate at 5.120 yuan with an increase of 8.47%, Oceanwide Group at 0.121 yuan with a rise of 3.42%, and Longfor Group at 0.930 yuan with a gain of 3.33% [1]
10强房企“谁进谁退”?
3 6 Ke· 2025-08-18 06:13
Core Viewpoint - The real estate industry in China is experiencing a significant shift, with the top 10 large enterprises becoming the "stabilizers" of the market as mid-sized companies face collapse. The future may see a consolidation into 5 to 7 dominant players [1][2]. Group 1: Sales Performance - The top 10 real estate companies are undergoing a "dual differentiation" in sales performance, with the leading firms experiencing a decline while the mid-tier companies are showing growth. For instance, only 3 out of the top 10 achieved positive growth, with China Jinmao at 19%, Yuexiu at 11%, and Jianfa at 7% [3][4]. - The head companies are collectively facing negative growth, with Vanke reporting a decline of 46%, and other major players like China Overseas, Poly, and China Merchants also showing significant drops [4][5]. - The average sales growth rate for the top 100 companies has decreased by 11.8%, indicating that even leading firms are not immune to the downturn [5]. Group 2: Land Acquisition Trends - The year 2025 is characterized as a "land acquisition year" for the top 10 companies, driven by improved sales and better land offerings from local governments compared to 2024 [6][7]. - There is a clear distinction between aggressive "Tiger" companies, which are acquiring land at a rapid pace (e.g., Poly's land acquisition increased by 276% to 414 billion, China Overseas by 228% to 393 billion), and the more cautious "Wolf" companies, which are growing at a slower rate [10][12]. - The "Tiger" companies are defined by high acquisition volumes (over 400 billion) and significant growth rates (100% to 300%), while the "Wolf" companies are characterized by lower volumes (below 300 billion) and growth rates under 40% [9][12]. Group 3: Company Classification - The top 10 companies can be categorized into three main groups based on their sales and land acquisition strategies: aggressive, cautious, and balanced [17][34]. - The aggressive group includes companies like Jinmao, China Merchants, China Overseas, and Poly, which exhibit high land acquisition and low sales [23][26]. - The cautious group, represented by companies like Vanke, is focused on maintaining sales while limiting land acquisition, with Vanke experiencing a 45.8% drop in sales and a 95% decrease in land acquisition [27][29]. - The balanced group includes companies like China Resources, Greentown, and Jianfa, which maintain a moderate approach to both sales and land acquisition [34][36]. Group 4: Market Concentration - The concentration of the top 10 companies is increasing, with their land acquisition intensity averaging 0.4, significantly higher than the 0.26 average of the top 100 companies [41][42]. - The top 10 companies now account for 73% of the new value added in the market, indicating a shift towards larger, financially robust firms [41][42]. - The ongoing market downturn is likely to further consolidate the industry, with smaller firms facing increasing challenges to survive due to insufficient land acquisition [42].
地产及物管行业周报:北京新政效果显著,多省份部署止跌回稳-20250817
Shenwan Hongyuan Securities· 2025-08-17 13:44
Investment Rating - The report maintains a "Positive" rating for the real estate and property management sectors [2][3]. Core Insights - The report indicates that the broad housing demand in China has likely bottomed out, although the volume and price have not yet entered a positive cycle. It anticipates that the overall real estate market will continue to stabilize, with further policies expected to be introduced to support this trend. Core cities are expected to lead the recovery as they approach the bottom of the market [3][34]. - The report highlights significant policy changes, including the implementation of new regulations in Beijing that have led to a 20% increase in new home visits in areas outside the Fifth Ring Road. Additionally, various provinces are focusing on stabilizing the housing market and urban renewal tasks [3][34]. Industry Data Summary New Home Transaction Volume - In the week of August 9-15, 2025, new home transactions in 34 cities totaled 1.613 million square meters, a decrease of 9% week-on-week. The transaction volume for first and second-tier cities fell by 7.9%, while third and fourth-tier cities saw a decline of 23.5% [3][4]. - Year-on-year, new home transactions in August (up to August 15) decreased by 19.1%, with first and second-tier cities down by 17.6% and third and fourth-tier cities down by 35.5% [3][7]. Second-Hand Home Transaction Volume - In the week of August 9-15, 2025, second-hand home transactions in 13 cities totaled 999,000 square meters, a decrease of 3.6% week-on-week. Cumulatively, transactions in August were down 3% year-on-year [3][13]. Inventory and Supply - In the week of August 9-15, 2025, 76,000 square meters of new homes were launched in 15 cities, with a transaction volume of 65,000 square meters, resulting in a transaction-to-launch ratio of 0.86. The total available residential area in these cities was 89.15 million square meters, reflecting a slight increase of 0.1% [3][24]. Policy and News Tracking - The report notes that the National Bureau of Statistics reported a 12% year-on-year decline in real estate development investment for the first seven months of 2025, totaling 535.8 billion yuan. Various provinces are implementing measures to stabilize the housing market and promote urban renewal [3][34]. - Specific policies include a reduction in the down payment ratio for housing loans in Suzhou to 15% and the introduction of new measures to support the conversion of commercial properties to residential use in Shanghai [3][34]. Company Dynamics - Several real estate companies reported their sales figures for the first seven months of 2025, with China Resources Land at 123.6 billion yuan (-11.8%) and China Jinmao at 61.8 billion yuan (+23.0%). Dragon Lake Group forecasted a 70% decline in core earnings [3][34]. - Financing activities included the issuance of bonds by various companies, such as a 1.5 billion yuan medium-term note by Dayuecheng Holdings and a total of 1.4 billion yuan in bonds by Yuexiu Property [3][34].
越秀地产:广州市城市建设开发有限公司2025年面向专业投资者公开发行公司债券(第一期)品种一的票面利率为1.95%、品种二的票面利率为2.50%
Zhi Tong Cai Jing· 2025-08-15 14:49
Core Viewpoint - Yuexiu Property (00123) announced that Guangzhou Urban Construction Development Co., Ltd. has received approval from the China Securities Regulatory Commission to issue corporate bonds with a face value of up to RMB 96 billion [1] Group 1: Bond Issuance Details - The first phase of the corporate bond issuance is aimed at professional investors, with a total issuance scale of no more than RMB 14 billion [1] - The bonds are divided into two varieties: one with a term of 3+2 years and the other with a term of 10 years [1] Group 2: Interest Rate Information - As of August 15, 2025, the inquiry range for the interest rate of the first variety of bonds is between 1.50% and 2.50%, while the second variety's inquiry range is between 1.90% and 2.90% [1] - The final interest rate for the first variety of bonds is set at 1.95%, and for the second variety, it is set at 2.50% [1] Group 3: Issuance Schedule - The bonds will be issued to professional investors from August 18 to August 19, 2025, at the determined interest rates [1]
越秀地产(00123):广州市城市建设开发有限公司2025年面向专业投资者公开发行公司债券(第一期)品种一的票面利率为1.95%、品种二的票面利率为2.50%
智通财经网· 2025-08-15 14:30
Core Viewpoint - Yuexiu Property (00123) announced that Guangzhou Urban Construction Development Co., Ltd. has received approval from the China Securities Regulatory Commission to issue corporate bonds with a face value of up to RMB 96 billion [1] Summary by Sections Bond Issuance - Guangzhou Urban Construction Development Co., Ltd. plans to publicly issue corporate bonds (Phase 1) with a total issuance scale of no more than RMB 14 billion [1] - The bonds will be divided into two varieties: one with a 3+2 year term and the other with a 10-year term [1] Interest Rate Inquiry - On August 15, 2025, the issuer and the lead underwriter conducted an interest rate inquiry for the bonds, with the first variety's rate range set between 1.50% and 2.50%, and the second variety's rate range set between 1.90% and 2.90% [1] - After thorough negotiation and assessment, the final interest rates were determined at 1.95% for the first variety and 2.50% for the second variety [1] Issuance Schedule - The bonds will be issued to professional investors from August 18 to August 19, 2025, at the specified interest rates [1]
越秀地产(00123) - 海外监管公告
2025-08-15 14:15
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之內容概不負責,對其準確性或完整性亦不發表 任何聲明,並明確表示,概不就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之任何損失承擔任 何責任。 於本公告刊發日期,董事會成員包括: (在香港註冊成立的有限公司) (股份代號:00123) 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 承董事會命 越秀地產股份有限公司 余達峯 公司秘書 香港,二○二五年八月十五日 執行董事: 林昭遠(董事長)、朱輝松、江國雄、賀玉平、陳靜及劉艷 非執行董事: 張貽兵及蘇俊杰 獨立非執行董事: 余立發、李家麟、劉漢銓及張建生 广州市城市建设开发有限公司2025年面向专业投资者 公开发行公司债券(第一期)票面利率公告 本公司及董事会全体成员保证公告内容真实、准确、完整,没 有虚假记载、误导性陈述或者重大遗漏。 广州市城市建设开发有限公司(以下简称"发行人")向专业投资者发行面值 不超过人民币 96.00 亿元公司债券已获得中国证券监督管理委员会"证监许可 〔2025〕1504 号"文同意注册。 广州市城市建设开发有限公司 20 ...
越秀地产(00123.HK)将于8月26日召开董事会会议以审批中期业绩
Ge Long Hui· 2025-08-15 03:59
Core Viewpoint - Yuexiu Property (00123.HK) announced that it will hold a board meeting on August 26, 2025, to review and approve the interim results for the six months ending June 30, 2025, and to consider the proposal for an interim dividend distribution, if any [1] Group 1 - The board meeting is scheduled for August 26, 2025 [1] - The meeting will focus on the interim results for the six months ending June 30, 2025 [1] - The proposal for an interim dividend distribution will also be reviewed [1]
越秀地产(00123) - 董事会召开日期
2025-08-14 08:31
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。 執行董事: 林昭遠(董事長)、朱輝松、江国雄、賀玉平、陳靜及劉艷 非執行董事: 張貽兵及蘇俊杰 獨立非執行董事: 余立發、李家麟、劉漢銓及張建生 承董事會命 越秀地產股份有限公司 余達峯 公司秘書 香港,二○二五年八月十四日 於本公告刊發日期,董事會成員包括: (在香港註冊成立的有限公司) (股份代號:00123) 董事會召開日期 越秀地產股份有限公司(「本公司」)董事會(「董事會」)宣佈,本公司將於二○二五年八月 二十六日(星期二)舉行董事會會議,籍以(其中包括)批准本公司及其附屬公司截至二○二五 年六月三十日止六個月中期業績,以及考慮派發中期股息。 ...