YUEXIU PROPERTY(00123)

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多维赋能下,南沙以“好房子”破局,重塑湾区人居想象新高度!
Sou Hu Cai Jing· 2025-06-25 14:47
Core Insights - The event "Good House · New Nansha" highlighted the evolving market logic in the real estate sector, emphasizing the increasing diversification of consumer demands for living quality and a more rational evaluation of projects [2][4][5] - The gathering of industry leaders and experts aimed to explore the characteristics, advantages, and development prospects of high-quality housing in Nansha under the backdrop of Bay Area development opportunities [2][4] Group 1: Event Overview - The event was organized by the Guangzhou Real Estate Industry Association and featured over 30 guests, including industry leaders, experts, and media representatives [2][4] - Participants conducted site visits to key projects such as Yuexiu · Binhai Huacheng and Yuexiu · Tianyue Yunqi, gaining insights into project planning, product design, and community development [4][5] Group 2: Market Dynamics - The real estate market in Nansha is experiencing a significant transformation, with a net population increase of 110,000 from April 2024 to May 2025, bringing the total population to 1.3 million, which supports high-quality market development [9][10] - The market is characterized by a shift towards high-quality, high-value products, with a focus on mature supporting facilities and services for residents [10][11] Group 3: Industry Collaboration - The collaboration between Yuexiu Real Estate and HeFu HuiHuang Group has garnered attention for its successful outcomes, showcasing innovative operational thinking that integrates living and operational aspects into projects [15][17] - The event facilitated a platform for deep dialogue among government, enterprises, and media, enhancing understanding of the "good house" concept and promoting a consensus on building a high-quality living circle in Nansha [7][20] Group 4: Future Outlook - Experts noted that Nansha's strategic position as a national-level new area and free trade pilot zone, combined with ongoing policy benefits, provides a solid foundation for the real estate market [19][20] - The market is expected to see continued positive trends, driven by strong industrial integration, population aggregation, and accelerated infrastructure development [20][23]
越秀地产(00123) - 海外监管公告
2025-06-25 07:08
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○二五年六月二十五日 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 关于"22 穗建 03"公司债券转售实施结果公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: 一、本期债券回售登记情况 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 债券代码:185772 债券简称:22 穗建 03 广州市城市建设开发有限公司 1、债券代码:185772 2、债券简称:22 穗建 03 3、回售登记期:2025 年 4 ...
票选|2025上半年全国十大高端作品
克而瑞地产研究· 2025-06-21 02:18
Core Viewpoint - The article discusses the launch of the public voting phase for the "Top Ten Works" in the 2025 semi-annual evaluation of Chinese real estate products, emphasizing the importance of product quality in the housing market [2][9]. Group 1: Voting Process - The public voting for the top ten projects will take place from June 17 to June 23, with a two-day expert review occurring on June 17-18 [2][10]. - Each participant can vote once per WeChat ID, selecting up to ten projects in each category, with the final vote count being the cumulative total of valid votes [8]. Group 2: Evaluation Framework - The evaluation process includes expert reviews, public voting, and assessment models, culminating in the announcement of the "Top Ten High-end/Luxury/Quality Works" and the "China Good House Comprehensive Award/Individual Award" at the end of June [10]. - The "Product Power 100" evaluation has been conducted by CRIC for eight consecutive years since 2018, focusing on enhancing residential product quality and addressing living challenges [7]. Group 3: Featured Projects - The article highlights various projects that have made it to the shortlist, including: - Guangzhou Poly Tianyi, a modern residential project by Poly Development [11][13]. - Fuzhou Poly Tianzan, a luxury waterfront property [14]. - Beijing Heyue Wangyun, showcasing modern Eastern garden aesthetics [16][17]. - Xi'an Boyue Wanjing, featuring a limited number of luxury courtyard homes [19]. - Shanghai Chaoming Dongfang, a community project celebrating Green Town China's 30th anniversary [21]. - Wuhan Changjiang Tianji, a large flat community with river views [23]. - Chongqing Changjia Waitan, an innovative residential project in a core area [25]. - Hangzhou Hangxu Mansion, a modern residential development [27].
越秀地产(00123) - 二○二五年股东週年大会投票结果
2025-06-20 10:50
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) 二○二五年股東週年大會投票結果 越秀地產股份有限公司(「本公司」)董事會欣然公佈,在本公司於二○二五年六月二十日舉行 之二○二五年股東週年大會(「股東週年大會」)上,日期為二○二五年四月三十日之股東週年 大會通告(「股東週年大會通告」)內所載之所有提呈決議案均獲本公司股東以投票表決方式正 式通過。有關於股東週年大會上提呈之決議案之全文及資料,請參閱股東週年大會通告及本公 司日期為二○二五年四月三十日之通函(「股東週年大會通函」)。股東週年大會之點票由本公 司之股份過戶登記處卓佳證券登記有限公司負責監票。 股東週年大會之投票結果如下: | | 普通決議案 | 投票數目(%) | | | --- | --- | --- | --- | | | | 贊成* | 反對* | | 1. | 省覽及採納截至二○二四年十二月三十一日止年度之 | 2,705,55 ...
大摩下调越秀地产目标价7% 维持“增持”评级
news flash· 2025-06-20 04:47
Group 1 - Morgan Stanley has lowered the target price for Yuexiu Property (00123.HK) by 7%, from HKD 6.27 to HKD 5.8, while maintaining an "Overweight" rating [1] - The change in profit forecast for Yuexiu Property reflects better-than-expected property sales and a slower-than-expected recovery in gross margin [1] - The recent sale of 65% equity in the Beijing Haidian Gongde Temple project has also influenced the target price adjustment [1] Group 2 - Morgan Stanley has increased the contract sales forecast for Yuexiu Property for 2025 by 4% to RMB 131 billion [1] - However, the gross margin forecasts for 2026 and 2027 have been lowered to 12.7% and 15.6%, respectively, with 2024 estimated at 10.5% [1] - Core profit forecasts for 2025 have been adjusted upward by 0.4%, while forecasts for 2026 and 2027 have been reduced by 2.9% and 10.2% respectively [1]
母公司换帅,越秀地产突围
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-18 12:34
Group 1 - Chen Qiang has been appointed as the new head of Yuexiu Group, bringing extensive experience in the real estate sector, which raises expectations for Yuexiu Real Estate [1][2] - Yuexiu Group aims to become one of the world's top 500 companies by setting ambitious targets for asset scale, revenue, and profit during the 14th Five-Year Plan [1][2] - Yuexiu Real Estate is currently facing a development bottleneck, with stagnation in both scale expansion and profit growth [1][2] Group 2 - Under Chen Qiang's leadership, the focus will be on developing a new growth blueprint for Yuexiu Real Estate, which is crucial for the company's breakthrough [2] - Chen Qiang has a strong background in urban development, having been involved in significant projects like the Guangzhou New Central Axis and Guangzhou Tower [3][4] - In 2024, Yuexiu Group reported an asset scale of 1,138.5 billion yuan, a 7% increase year-on-year, with revenue of 135.6 billion yuan, up 3% [7][8] Group 3 - Yuexiu Real Estate contributed over 60% to Yuexiu Group's revenue, achieving approximately 86.4 billion yuan in revenue in 2024, a 7.7% increase year-on-year [7][8] - Despite being the most important business segment, Yuexiu Real Estate's profit performance is concerning, with core net profit dropping by 54.4% to 1.59 billion yuan in 2024 [7][8] - In the first five months of 2025, Yuexiu Real Estate's contract sales amounted to approximately 50.7 billion yuan, a 26.5% increase year-on-year, although May's sales saw a decline of about 4.9% [8]
票选| 2025上半年全国十大品质作品
克而瑞地产研究· 2025-06-18 09:21
Core Viewpoint - The article discusses the launch of the public voting phase for the "Top Ten Works" in the 2025 semi-annual evaluation of Chinese real estate products, emphasizing the importance of product quality in the housing sector [2][10]. Group 1: Voting Process - The public voting for the top ten projects will take place from June 17 to June 23, with expert evaluations occurring on June 17-18 [2][11]. - Each participant can vote once per WeChat ID, selecting up to ten projects in each category [11]. - The final results will be based on the cumulative valid votes from all participants [11]. Group 2: Evaluation Framework - The evaluation process includes expert reviews, public voting, and assessment models, culminating in the announcement of the "Top Ten High-end/Luxury/Quality Works" and the "China Good House Comprehensive Award/Individual Award" by the end of June [12][13]. - The initiative is part of a broader strategy to enhance product quality in the real estate sector, addressing housing pain points and improving residential product standards [10]. Group 3: Featured Projects - Various projects have been highlighted, including: - Shanghai Poly Hongqiao, a modern high-rise residential project [16]. - Guangzhou's Zhaoshang Linyu Jing, a city-integrated forest-themed residence [17]. - Huazhong's Shimei Bay, focusing on nature and island vacation living [19]. - Xiamen Jianfa's Yuehai, offering ocean-view residential options [21]. - The projects represent a mix of modern architectural styles and aim to cater to high-end and luxury market segments [16][19][21].
越秀地产(00123) - 海外监管公告
2025-06-18 08:34
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○二五年六月十八日 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 债券代码:185771 债券简称:22 穗建 01 广州市城市建设开发有限公司 关于"22 穗建 01"公司债券转售实施结果公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: 一、本期债券回售登记情况 1、债券代码:185771 2、债券简称:22 穗建 01 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 根据《广州市城市建设开发有限公司关于 ...
越秀地产20250617
2025-06-18 00:54
Summary of Yuexiu Property Conference Call Company Overview - **Company**: Yuexiu Property - **Industry**: Real Estate Key Points Sales Performance - In Q1 2025, sales decreased by 26% year-on-year, but the company remains confident in achieving the annual sales target of 120.5 billion yuan [2][4] - From January to May 2025, the company achieved sales of 50 billion yuan, a year-on-year increase of approximately 26% [4] Market Position - The company maintains a leading position in core cities such as Beijing, Guangzhou, and Shanghai, ranking first in Beijing and second in Guangzhou [4] - New projects like "Heyue Wangyun" have performed well, contributing to the company's strong market presence [2] Land Acquisition and Investment - In 2025, the company acquired ten new land parcels totaling 1.03 million square meters with an equity investment of 7.6 billion yuan, aiming for a total equity investment of 30 billion yuan for the year [2][5] - The company plans to adjust equity ratios in Guangzhou projects to optimize resource allocation [2][5] Financial Health - The company meets the "three red lines" criteria and has a cash reserve of 50 billion yuan, with a stable reduction in interest-bearing debt [2][6] - Financing costs are approximately 3.49%, with expectations for further reductions [6] Land Reserves - Total unsold land reserves are valued at approximately 360 billion yuan, with 40% located in the Greater Bay Area [3][15] - The company will continue to focus on opportunities in core cities like Beijing, Shanghai, and Hangzhou [3] Strategies for Idle Land - The company successfully stored 13.5 billion yuan in land in 2024 and plans to negotiate with local governments to activate idle land through land swaps or converting commercial land to residential use [7][10] Response to Market Changes - The company believes that the current housing sales policy will not significantly impact overall business and plans to respond proactively within the policy framework [8][9] New Project Launches - In June 2025, the company plans to launch key projects in core cities, including Guangzhou and Xi'an, with expectations for good performance despite stricter regulations on new residential products [11][12][13] Profitability and Financial Metrics - The current dynamic gross profit margin is approximately 15%, with expectations for a gross margin of no less than 10% in 2025 [22][29] - The company has set internal return on investment (IRR) and net profit margin targets to ensure profitability on new projects [19][20] Future Investment Strategy - The company employs a "6+1" investment strategy, focusing on non-public land acquisition methods to mitigate risks associated with high bidding prices in core cities [17] Urban Renewal and Policy Support - Urban renewal progress in Guangzhou has been slower than expected, but recent national policies may provide support for future developments [34] Dividend Policy - The company has maintained a consistent dividend payout ratio of 40% of core net profit over the past nine years, with no expected changes [31] Overall Market Outlook - The company anticipates stable revenue for 2025, with a focus on managing inventory and reducing potential impairment losses [32][34]
票选| 2025上半年全国十大品质作品
克而瑞地产研究· 2025-06-17 09:28
Core Viewpoint - The public voting phase for the "Top Ten Works" in the 2025 semi-annual China real estate product evaluation has commenced, allowing the public to select their preferred high-end, light luxury, and quality residential projects [1][2][10]. Group 1: Voting Process and Rules - The public voting period runs from June 17 to June 23, with expert evaluations taking place on June 17-18 [2][11]. - Each WeChat ID is limited to one vote, and individuals can select up to ten projects in each category [11]. - The final vote count will be the cumulative total of all valid votes cast by participants [11]. Group 2: Evaluation and Categories - The 2025 product strength evaluation includes the "Top Ten Works" and the newly added "China Good House" assessment, with projects entering professional review and public voting stages [12]. - The selected projects will undergo expert evaluation, public voting, and assessment modeling, with results to be published at the end of June [13]. Group 3: Industry Trends - Since 2018, the industry has seen a continuous effort in product strength development, addressing living pain points and enhancing residential product quality [10].