Core Viewpoint - The Hong Kong real estate stocks have generally risen, with notable increases in companies such as China Jinmao and Jianfa International Group, indicating a potential recovery in the market [1] Group 1: Market Performance - Hong Kong real estate stocks saw significant gains, with China Jinmao and Jianfa International Group rising over 4%, and Yuexiu Property increasing by 2.6% [1] - Other companies like Longfor Group, CIFI Holdings, Shimao Group, and R&F Properties also experienced gains exceeding 1% [1] Group 2: Market Outlook - Huatai Securities' research report suggests that the foundation for a medium to long-term stabilization in the real estate market is being established, although full recovery will take time [1] - The report outlines potential policy directions for the second half of the year, including stabilizing housing price expectations, effectively stimulating home-buying demand, optimizing land acquisition to reduce inventory, and focusing on funding sources for urban renewal [1] Group 3: Investment Recommendations - Huatai Securities favors the recovery pace in core cities, particularly first-tier cities, and continues to recommend developers with "good credit, good cities, and good products" [1] - The report also highlights the attractiveness of leading property management companies with stable dividends and performance, as well as local Hong Kong real estate stocks benefiting from asset revaluation [1]

【1】温州优化调整住房公积金政策 8月6日，据温州发布官微消息，温州市对住房公积金多项业务政策进行了优化调整。公告显示，为支持 刚性和改善型住房需求，对住房公积金贷款政策进行了全面优化升级，职工夫妻双人缴存住房公积金的 家庭，最高贷款额度从100万元大幅提升至130万元；单人缴存家庭的最高贷款额度也由65万元提高到80 万元，大大增强了缴存职工的购房支付能力。 【2】中国海外发展7月销售额118.5亿元 【5】雅居乐7月预售金额合计5.2亿元 8月6日，雅居乐披露7月未经审核的经营简报。简报显示，7月雅居乐及其附属公司连同集团合营公司及 联营公司以及由集团管理并以"雅居乐"品牌销售的房地产项目预售金额合计约为5.2亿元，对应建筑面 积为5.9万平方米，平均价格约为8810元/平方米。 北京商报记者 王寅浩 李晗 【3】越秀地产7月销售额60.06亿元 8月6日，越秀地产披露7月未经审计的销售简报。简报显示，7月越秀地产实现合同销售(连同合营及联 营公司项目的合同销售)金额约为60.06亿元，同比上升约19.5%，实现合同销售面积约为17.42万平方 米，同比下降约18.9%。 【4】保利置业7月合同销售金额2 ...

Performance Highlights - BeiGene (06160.HK) reported a revenue of 17.518 billion yuan for the first half of the year, a year-on-year increase of 46%; product revenue was 17.36 billion yuan, up 45.8%; net profit was 450 million yuan, turning from loss to profit [2] - Uni-President China (00220.HK) achieved approximately 17.087 billion yuan in revenue for the first half, a year-on-year increase of 10.6%; net profit was about 1.287 billion yuan, up 33.2% [2] - Zhiyu City Technology (09911.HK) announced a positive profit forecast, expecting mid-term revenue of approximately 3.135 to 3.215 billion yuan, a year-on-year increase of about 38.0% to 41.5%; net profit is expected to be around 470 to 510 million yuan, a year-on-year growth of approximately 108.9% to 126.7% [2] Earnings Forecasts - New World Development Company (00086.HK) expects mid-term net profit to increase to no less than 800 million HKD year-on-year [3] - Weizhi Jinkou (02003.HK) anticipates mid-term net profit exceeding 200 million HKD, a significant increase year-on-year [3] - Wing Chan Industrial (01596.HK) forecasts mid-term net profit of approximately 48.7 million HKD, turning from loss to profit [3] - Huaxian Optoelectronics (00334.HK) expects mid-term net profit to exceed 48.8 million HKD, a year-on-year increase of over 600% [3] - Maifushi (02556.HK) predicts mid-term net profit of approximately 31.8 to 41 million HKD, turning from loss to profit [4] - Xinwei Medical-B (06609.HK) expects mid-term net profit to exceed 40 million HKD, turning from loss to profit [5] - China Nuclear Technology (00611.HK) anticipates mid-term net profit growth of over 15% [6] Earnings Warnings - Hongxing Printing Group (00450.HK) expects mid-term net loss of approximately 49 million HKD, a significant increase year-on-year [7] - Zhongyu Land (01224.HK) forecasts mid-term net loss of approximately 40 million HKD, turning from profit to loss [7] - Beihai Group (00701.HK) anticipates mid-term net loss of 36 to 40 million HKD [8] Real Estate Sales Data - China Overseas Development (00688.HK) reported cumulative contract property sales of approximately 132 billion yuan for the first seven months, a year-on-year decrease of 18.3% [9] - Yuexiu Property (00123.HK) achieved cumulative contract sales of approximately 67.506 billion yuan for the first seven months, a year-on-year increase of about 11.7% [9] - Poly Property Group (00119.HK) reported contract sales of approximately 29.5 billion yuan for the first seven months, a year-on-year decrease of 13.49% [10] - China Overseas Hongyang Group (00081.HK) reported cumulative contract sales of 18.649 billion yuan for the first seven months, a year-on-year decrease of 12.2% [10] - Jindi Commercial Real Estate (00535.HK) reported cumulative contract sales of approximately 6.98 billion yuan for the first seven months, a year-on-year decrease of 37.37% [10] - Agile Group (03383.HK) reported pre-sale amount of approximately 5.69 billion yuan for the first seven months [11] - Hongyang Real Estate (01996.HK) reported cumulative contract sales of 3.208 billion yuan for the first seven months, a year-on-year decrease of 41.6% [12] - Zhengrong Real Estate (06158.HK) reported cumulative contract sales of approximately 2.701 billion yuan for the first seven months, a year-on-year decrease of 30.6% [12] - Jingrui Holdings (01862.HK) reported cumulative contract sales of approximately 571 million yuan for the first seven months, a year-on-year decrease of 52.54% [13] Company News - CITIC Securities (06030.HK) reported that its subsidiary, Huaxia Fund, achieved revenue of 4.258 billion yuan and net profit of 1.123 billion yuan in the first half, with assets under management totaling 285.1237 billion yuan [14] - Xinyi International (00732.HK) reported a cumulative operating revenue of approximately 9.566 billion HKD for the first seven months, a year-on-year decrease of about 5.3% [15] - Heng Rui Pharmaceutical (01276.HK) received orphan drug designation from the US FDA for its injection of Rikan Trastuzumab combined with Adebali for gastric cancer or gastroesophageal junction adenocarcinoma indications [15] - Fuhong Hanlin (02696.HK) completed the first patient dosing in a Phase II clinical study of HLX79 injection combined with Hanlikang® for active renal glomerulonephritis in China [15] - China Biopharmaceutical (01177.HK) announced that its self-developed TQ05105 (JAK/ROCK inhibitor) has been included in the breakthrough therapy designation program for the treatment of chronic graft-versus-host disease [15] Buyback Activities - HSBC Holdings (00005.HK) repurchased approximately 1.65 billion HKD worth of about 1.714 million shares at a price of 95.8 to 96.75 HKD [16] - Hang Seng Bank (00011.HK) spent approximately 22.6347 million HKD to repurchase 200,000 shares at a price of 112.8 to 113.6 HKD [17] - Yum China (09987.HK) repurchased approximately 6.264 million HKD worth of 16,800 shares at a price of 369.8 to 376 HKD [17]

北京商报讯（记者 王寅浩 李晗）8月6日，越秀地产披露7月未经审计的销售简报。简报显示，7月越秀 地产实现合同销售（连同合营及联营公司项目的合同销售）金额约为60.06亿元，同比上升约19.5%，实 现合同销售面积约为17.42万平方米，同比下降约18.9%。 ...

每经AI快讯，越秀地产8月6日在港交所公告，2025年7月，公司实现合同销售金额约为人民币60.06亿 元，同比上升约19.5%；实现合同销售面积约为17.42万平方米，同比下降约18.9%。2025年1-7月，公司 累计合同销售金额约为人民币675.06亿元，同比上升约11.7%，累计合同销售面积约为163.63万平方 米，同比下降约21.9%。累计合同销售金额约占2025年合同销售目标人民币1205亿元的56%，2025年7 月，公司没有新增土地储备。 ...

2025年1月至7月，公司累计合同销售(连同合营及联营公司项目的合同销售)金额约为人民币675.06亿 元，同比上升约11.7%，累计合同销售面积约为163.63万平方米。累计合同销售金额约占2025年合同销 售目标人民币1,205亿元的56.0%。2025年7月，公司没有新增土地储备。 格隆汇8月6日丨越秀地产(00123.HK)发布公告，2025年7月，公司实现合同销售(连同合营及联营公司项 目的合同销售)金额约为人民币60.06亿元，同比上升约19.5%，实现合同销售面积约为17.42万平方米。 ...

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。 – 1 – （在香港註冊成立的有限公司） （股份代號：00123） 公 告 截至二○二五年七月三十一日未經審計銷售資料 越秀地產股份有限公司（「本公司」）董事會（「董事會」）謹此公佈截至二○二五年七月三十一日 的未經審計銷售統計資料如下： 二○二五年七月，本公司實現合同銷售（連同合營及聯營公司項目的合同銷售）金額約為人 民幣60.06億元，同比上升約19.5%，實現合同銷售面積約為17.42萬平方米，同比下降約 18.9%。 二○二五年一月至七月，本公司累計合同銷售（連同合營及聯營公司項目的合同銷售）（「累計 合同銷售」）金額約為人民幣675.06億元，同比上升約11.7%，累計合同銷售面積約為163.63 萬平方米，同比下降約21.9%。累計合同銷售金額約佔二○二五年合同銷售目標人民幣1,205 億元的56.0%。 二○二五年七月，本公司沒有新增土地儲備。 上述資料是未經審計及根據本公司內部資料匯總編 ...

Investment Rating - The investment rating for the real estate industry is "Positive" (maintained) [4][5][59] Core Viewpoints - The report emphasizes the importance of implementing the spirit of the Central Urban Work Conference and conducting high-quality urban renewal [3][47] - The report highlights that since September 2024, the central government's clear requirement has been to stabilize the real estate and stock markets, which is crucial for boosting social expectations and facilitating domestic demand circulation [5][50] Market Performance - The Shanghai Composite Index fell by 0.9%, the Shenzhen Component Index by 1.6%, the ChiNext Index by 0.7%, and the CSI 300 Index by 1.8%, while the real estate sector (Shenwan) dropped by 3.4% [5][8] - In terms of individual stocks, the top five gainers were Zhujiang Co. (+13.5%), Dazhong Electronics (+10.3%), Zhangjiang Hi-Tech (+6.8%), ST Nanzhi (+6.1%), and Quzhou Development (+5.9%), while the top five losers included Hainan Airport (-8.4%), Jindi Group (-8.1%), Lujiazui (-7.9%), China Merchants Shekou (-7.7%), and Hainan Expressway (-7.7%) [5][8] Data Tracking New Housing Transactions - For the week of July 26 to August 1, 205,000 square meters of new homes were sold across 42 key cities, a 19.9% increase from the previous week, but a 20.8% decrease year-on-year [14][18] - In July, a total of 761,000 square meters of new homes were sold, representing a 31.8% decrease month-on-month and an 18.3% decrease year-on-year [18] Second-Hand Housing Transactions - For the week of July 26 to August 1, 185,000 square meters of second-hand homes were sold across 21 key cities, a 5.4% decrease from the previous week, but a 2.5% increase year-on-year [29][35] - In July, a total of 854,000 square meters of second-hand homes were sold, reflecting a 2.1% decrease month-on-month and a 3.9% decrease year-on-year [35] Industry News - The Central Political Bureau meeting emphasized the need for high-quality urban renewal and the implementation of policies to stabilize the real estate market [47][48] - The National Taxation Administration reported that since the implementation of the housing tax refund policy, 11.1 billion yuan has been refunded, alleviating the tax burden on residents [47][48] Company Announcements - Lujiazui achieved a revenue of 6.598 billion yuan in the first half of 2025, a year-on-year increase of 33.9%, while the net profit attributable to shareholders was 815 million yuan, a year-on-year decrease of 7.9% [50][51] - Dazhong City completed a targeted issuance of 2.426 billion yuan, increasing its total share capital to 4.286 billion shares [50][51]

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: | 越秀地產股份有限公司 (在香港註冊成立的有限公司) | | | | 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) | 00123 | 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 | | | 4,025,392,913 | | 0 | | 4,025,39 ...

2025年8月2日，越秀地产在广州成功举办"为热爱 第一届社区主理人大会"，标志着华南地区由房企主 导的规模化社群共建平台正式落地。本次活动汇聚了来自17个在售项目的108个活力社群，共同探讨新 时代社区治理创新路径。 据了解，截至2025年7月，公司已在广州培育108个活力社群，吸引22965位业主参与，其中11200多位业 主成为"樾友"。这一创新实践打破了传统物业服务的边界，探索出"社群主理人"的新型社区治理模式。 大会现场，成都麓湖CCC社群发起人褚云带来《为热爱 做社群》的深度洞察；多位社区主理人及越秀 地产广州区域相关负责人现场分享实践经验。 活力四射的社群体验嘉年华点燃热情，明星业主献上精彩的热爱表演，成功营造了"邻里一家亲"的温暖 氛围及有温度的社区文化。 更有超过30位主理人联合打造的宝藏市集，是集瑜伽、马术、游泳、DIY、宠物派对的多元社群生活体 验场。 01 聚焦樾友需求提升社区凝聚力与归属感 激活业主话语权 培育社区发展内生动力 越秀地产积极构建"人人参与、人人尽责"的治理共同体。 社群的生命力，常植根于最朴素的日常需求。 在越秀·天悦⾦沙，业主"Tiger老师"，在面对当今社会大部分 ...