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丽新发展(00488) - 截至二零二五年八月三十一日止月份之股份发行人的证券变动月报表
2025-09-02 10:20
FF301 II. 已發行股份及/或庫存股份變動 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 | 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) | 00488 | 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 | | | 1,453,328,830 | | 0 | | 1,453,328,830 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 1,453,328,830 | | 0 | | 1,453,328,830 | 第 2 頁 共 10 頁 v 1.1.1 | 截至月份: | 2025年8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: | 麗新發展有 ...
丽新发展股东将股票由工银亚洲证券转入中国银行(香港) 转仓市值7495.08万港元
Zhi Tong Cai Jing· 2025-08-28 00:49
丽新发展此前发布公告称,自2025年7月18日起,公司非执行董事余宝珠女士及公司独立非执行董事陆 瀚民先生获委任为公司提名委员会成员。 香港联交所最新资料显示,8月27日,丽新发展(00488)股东将股票由工银亚洲证券转入中国银行(香 港),转仓市值7495.08万港元,占比7.26%。 ...
丽新发展(00488)股东将股票由工银亚洲证券转入中国银行(香港) 转仓市值7495.08万港元
智通财经网· 2025-08-28 00:44
香港联交所最新资料显示,8月27日,丽新发展(00488)股东将股票由工银亚洲证券转入中国银行(香 港),转仓市值7495.08万港元,占比7.26%。 丽新发展此前发布公告称,自2025年7月18日起,公司非执行董事余宝珠女士及公司独立非执行董事陆 瀚民先生获委任为公司提名委员会成员。 ...
丽新发展(00488) - 截至二零二五年七月三十一日止月份之股份发行人的证券变动月报表
2025-08-06 10:00
FF301 第 1 頁 共 10 頁 v 1.1.1 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: | 麗新發展有限公司 | | | | 呈交日期: | 2025年8月6日 | | | | I. 法定/註冊股本變動 不適用 | | | | III.已發行股份及/或庫存股份變動詳情 (A). 股份期權(根據發行人的股份期權計劃) | 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) | | 00488 | 說明 | | | | | | | | | | 股份期權計劃詳情 | | 上月底結存的股份期權數 目 | 本月內變動 | | 本月底結存的股份期權數 目 ...
智通港股早知道 香港金管局发布稳定币发行人指引 港交所上半年平均日成交同比增118%
Jin Rong Jie· 2025-07-30 01:52
【今日头条】 香港金管局发布稳定币发行人指引,可于9月30日或之前提交申请 香港金融管理局就2025年8月1日起实施的稳定币发行人监管制度发布《持牌稳定币发行人监管指引》、 《打击洗钱及恐怖分子资金筹集指引》,以及两项指引的咨询总结。两套指引于2025年8月1日刊宪。香 港金管局同时发布与发牌制度及申请程序相关的《稳定币发行人发牌制度摘要说明》,以及《原有稳定 币发行人过渡条文摘要说明》。 香港金管局表示,截至今日尚未发出任何牌照。鼓励有意申请牌照的机构于2025年8月31日或之前联系 金管局,让金管局可传达监管期望并适当提供反馈。发牌将是一个持续进行的过程,如个别机构认为已 准备充分并希望尽早获得考虑,应于2025年9月30日或之前向金管局提交申请。 对于首批牌照的潜在得主,机构纷纷给出预测。民生证券分析指出,《稳定币条例》生效后,蚂蚁集 团、京东等科技巨头凭借深厚的区块链技术积累和丰富的应用场景,有望首批获香港金管局批准,进而 搭建稳定币及 RWA 相关产业链。国金证券也在其稳定币报告中推测,参与香港稳定币沙盒测试的公司 以及像蚂蚁这样具备场景的企业,大概率会成为首批牌照的获得者。 【大势展望】 投资者等 ...
丽新据悉寻求出售香港写字楼中国建设银行大厦50%的股权
Xin Lang Cai Jing· 2025-07-29 09:52
据知情人士称,丽新发展有限公司寻求出售其所持香港中环商务区写字楼中国建设银行大厦(CCB Tower) 50%股权,该公司寻求剥离资产。知情人士称,丽新已与潜在买家进行了会谈,其中包括中国建 设银行股份有限公司,后者拥有该写字楼另外一半的股权。知情人士补充说,建设银行尚未表达收购该 部分股权的兴趣。因相关事项尚未公开,知情人士要求匿名。 ...
丽新发展(00488.HK)7月24日收盘上涨8.82%,成交9.11万港元
Jin Rong Jie· 2025-07-24 08:35
资料显示,丽新发展有限公司始创於一九四七年,为成衣制造商,并於一九七二年杪在香港证券交易所首 次上市。集团业务日渐演变及多元化,其主要业务包括於香港、中国内地及海外之物业发展及投资以及 酒店经营及管理。丽新制衣国际有限公司於香港联合交易所有限公司上市,并持有本集团旗下上巿公司 之主要权益。 最近一个月来,丽新发展累计涨幅28.3%,今年来累计跌幅4.23%,跑输恒生指数27.31%的涨幅。 财务数据显示,截至2025年1月31日,丽新发展实现营业总收入23.45亿元,同比减少16.17%;归母净利 润-1.08亿元,同比增长93.64%;毛利率37%,资产负债率51.84%。 机构评级方面,目前暂无机构对该股做出投资评级建议。 行业估值方面,综合企业行业市盈率(TTM)平均值为3.62倍,行业中值-0.35倍。丽新发展市盈 率-0.51倍,行业排名第22位;其他金山能源(00663.HK)为1.33倍、天津发展(00882.HK)为5.19倍、 中信股份(00267.HK)为5.42倍、上海实业控股(00363.HK)为5.69倍、祈福生活服务(03686.HK) 为6.36倍。 7月24日,截至港股收盘,恒 ...
丽新发展(00488) - 2025 H1 - 电话会议演示
2025-05-23 11:24
2025 Interim Results Presentation Mar 2025 2025 Interim Results Overview Results summary (cont'd) – Key Highlights Resilient rental portfolio •Revenue: down 16% to HK$2,548m •NLAT: loss reduced to HK$118m from loss of HK$1,853m •Adjusted EBITDA1 : down 5% to HK$494m •Adjusted NLAT2 : reduced 23% to HK$412m •NAV: HK$26bn Financial results Hotel revenue steady Recognition of property sales - HK partially offset China Admin expenses reduction Finance costs reduction •Revenue: down 54% to HK$648m •NLAT: loss re ...
丽新发展(00488) - 2025 - 中期财报
2025-04-14 10:47
Financial Performance - The company reported a net loss attributable to shareholders of HKD 117.8 million, a significant improvement from a loss of HKD 1.85 billion in the previous fiscal period, primarily due to improved fair value changes of investment properties and reduced financing costs[6]. - Adjusted EBITDA was HKD 494.4 million, a decrease of 4.9% compared to the same period last year[6]. - The company reported a loss of HKD 212,183,000 for the six months ended January 31, 2025, compared to a loss of HKD 2,022,650,000 for the same period in 2024, indicating a significant improvement in performance[8]. - Total comprehensive expenses for the period amounted to HKD 414,085,000, down from HKD 2,176,007,000 in the previous year, reflecting a reduction of approximately 81%[8]. - The company reported a foreign exchange adjustment expense of HKD 203,568,000 for the period, compared to HKD 110,426,000 in the previous year, reflecting an increase of approximately 84%[8]. - The company reported a net cash flow from operating activities of HKD 77,503,000 for the six months ended January 31, 2025, compared to a net outflow of HKD 606,234,000 in the same period last year[15]. - The company incurred a loss of HKD 1,853,019,000 during the period, impacting retained earnings significantly[12]. - The company’s total equity attributable to owners was HKD 27,801,266,000 as of January 31, 2025, down from HKD 29,783,594,000 a year earlier[12]. - The company’s adjusted net loss, excluding changes in fair value of investment properties and other non-cash and non-recurring items, was HKD 411.8 million for the six months ended January 31, 2025, compared to HKD 533.2 million in 2024, indicating a reduction of approximately 22.8%[78]. Revenue and Sales - Total revenue for the six months ended January 31, 2025, was HKD 3,038,925 thousand, an increase from HKD 2,547,596 thousand in the same period of 2024, representing a growth of approximately 19.2%[20]. - Confirmed property sales amounted to HKD 617.2 million, down 33.2% year-on-year, attributed to the final sales phase of a project and offset by increased sales from other properties[6]. - The group reported a revenue of HKD 2,547.6 million for the six months ended January 31, 2025, a decrease of 16.2% compared to HKD 3,038.9 million in the previous year[72]. - The group’s revenue from property development and sales decreased by 33.2% to HKD 617.2 million compared to HKD 924.6 million in the previous year[73]. - The group’s revenue from media and entertainment dropped by 42.3% to HKD 103.4 million, down from HKD 179.3 million in the previous year[73]. - The hotel and serviced apartment business generated revenue of HKD 647,300,000 for the six months ending January 31, 2025, representing an increase of approximately 3.9% compared to HKD 623,000,000 in the previous year[165]. Expenses and Costs - Administrative expenses decreased by 8.1% year-on-year due to active cost control measures[6]. - Financing costs decreased to HKD 584.5 million, down 14.0% year-on-year, due to lower interest rates and successful refinancing[6]. - The operating loss for the period was HKD (212,183) thousand, compared to a loss of HKD (2,022,650) thousand in the previous year, indicating a significant improvement[20]. - Interest expenses on bank loans decreased to HKD 599,228,000 from HKD 744,082,000, a reduction of 19.5%[28]. - Restaurant and catering sales generated revenue of HKD 217.8 million, a significant decrease of approximately 23.8% compared to HKD 285.8 million in the same period last year[171]. Assets and Liabilities - Total capital resources as of January 31, 2025, were approximately HKD 3.87 billion, including cash and bank balances of about HKD 1.85 billion[6]. - The company’s total loans remained stable at HKD 24.85 billion as of January 31, 2025, compared to HKD 25.29 billion on July 31, 2024[6]. - Current liabilities increased to HKD 9,242,383,000 from HKD 6,538,733,000, marking an increase of approximately 41%[10]. - The total value of non-current liabilities decreased to HKD 25,057,106,000 from HKD 28,575,141,000, indicating a reduction of approximately 12%[10]. - The company’s cash and cash equivalents stood at HKD 2,549,534,000, down from HKD 2,809,574,000, a decrease of about 9.2%[9]. - The company’s total assets less current liabilities amounted to HKD 56,927,516,000, down from HKD 60,882,721,000, a decrease of approximately 6.5%[10]. Investment and Development - The company plans to sell assets worth approximately HKD 8 billion over the next two years, including HKD 2 billion from a subsidiary[6]. - The company made significant investments in property, plant, and equipment amounting to HKD 51,011,000 during the period[15]. - The company is actively involved in the development of properties, with ongoing projects contributing to its future growth strategy[82]. - The group plans to complete the construction of the Wong Chuk Hang Station Phase 5 residential project in Q1 2026, with a total permitted gross floor area of approximately 71,600 square feet[57]. - The second phase of the Hengqin Innovation Park has made significant progress, with government approval for eight buildings to be developed as affordable rental housing[63]. Market Conditions and Outlook - The Hong Kong retail market remains weak, with local consumption expected to continue to be sluggish due to changing consumer behaviors[53]. - The GDP growth target for mainland China in 2023 is maintained at approximately 5.0%, reflecting ongoing economic challenges[59]. - Despite a weak economy, rental income from a leasing portfolio of approximately 5,900,000 square feet in first-tier cities and the Greater Bay Area remains stable[60]. - The group has adopted a cautious approach to manage costs and recover cash in light of ongoing global economic uncertainties[52]. Property and Rental Income - Rental income from the investment property portfolio was HKD 621 million, with a slight decline in occupancy rates of 0.5% year-on-year[6]. - The rental income for the review period was HKD 621.0 million, a slight decrease from HKD 623.9 million in 2024, with contributions from Hong Kong, London, and mainland China being HKD 222.3 million, HKD 32.8 million, and HKD 365.9 million, respectively[84]. - The occupancy rate for the group's properties in Hong Kong decreased, with notable declines in Cheung Sha Wan Plaza (from 97.3% to 92.1%) and Causeway Bay Plaza Phase II (from 94.9% to 89.0%)[85]. - The rental income from joint venture projects in Hong Kong was HKD 58.0 million, down 15.9% from HKD 69.0 million in the previous year[86]. - The total rental income for the group for the six months ended January 31, 2025, was HKD 621.0 million, a slight decrease from HKD 623.9 million for the same period in 2024, representing a decline of 0.5%[89]. Corporate Governance - The company has adhered to the corporate governance code as per the Hong Kong Stock Exchange regulations, with one exception noted[199]. - The chairman of the board was unable to attend the annual general meeting due to prior commitments, with an executive director appointed to chair the meeting[200].
丽新发展(00488) - 2025 - 中期业绩
2025-03-21 13:28
Financial Performance - The company reported a net loss attributable to shareholders of HKD 117,800,000, a significant improvement from the loss of HKD 1,853,000,000 in the previous fiscal period, primarily due to improved fair value changes of investment properties and increased contributions from joint ventures [4]. - Adjusted EBITDA was HKD 494,400,000, a decrease of 4.9% compared to the same period last year [4]. - Total revenue for the six months ended January 31 was HKD 2,663,176,000, a decrease from HKD 3,139,814,000 in the previous year, representing a decline of approximately 15.2% [16]. - The operating profit for the period was HKD 462,990,000, compared to a loss of HKD 900,443,000 in the previous year, indicating a significant turnaround [16]. - The net loss for the period was HKD 212,183,000, an improvement from a loss of HKD 2,022,650,000 in the prior year [16]. - The fair value gain/loss on investment properties was HKD 121,899,000, compared to a loss of HKD 1,038,597,000 in the previous year, showing a positive shift [16]. - The company reported a total of HKD 249,602,000 in unallocated other income and gains, up from HKD 110,241,000 in the previous year [16]. - Total revenue for the six months ended January 31, 2025, was HKD 2,547,596,000, a decrease of 16% from HKD 3,038,925,000 in the same period of 2024 [19]. - The company reported a loss attributable to shareholders of HKD 117,811,000 for the six months ended January 31, 2025, compared to a loss of HKD 1,853,019,000 for the same period in 2024 [26]. Revenue Breakdown - Rental income from the investment property portfolio was HKD 621,000,000, with a slight decline in occupancy rates of 0.5% year-on-year despite a challenging operating environment [4]. - Confirmed property sales amounted to HKD 617,200,000, down 33.2% year-on-year, attributed to the final sales phase of a project while sales from other properties partially offset this decline [4]. - Hotel business revenue increased by 3.9% to HKD 647,300,000, mainly driven by the performance of the Caravelle Hotel [4]. - The media and entertainment segment generated revenue of HKD 222,090,000, down from HKD 288,648,000, representing a decrease of about 23.1% [16]. - The revenue from the hotel business was HKD 648,068,000, a slight increase from HKD 623,499,000, reflecting a growth of approximately 3.3% [16]. - The restaurant and catering business generated revenue of HKD 217.8 million for the six months ended January 31, 2025, a significant decrease of approximately 23.8% compared to HKD 285.8 million in the same period last year [161]. - The cinema operations recorded revenue of HKD 220.2 million, an increase from HKD 188.9 million in the previous year, with a reduced segment loss of HKD 16.6 million compared to a loss of HKD 55.9 million last year [162]. Cost and Expenses - Financing costs decreased by 14.0% to HKD 584,500,000, due to lower interest rates and reduced average loan balances [4]. - Administrative expenses decreased by 8.1% year-on-year due to active cost control measures [4]. - The company incurred financing costs of HKD 584,523,000, compared to HKD 679,337,000 in the previous year, indicating a reduction of approximately 13.9% [16]. Assets and Liabilities - The total capital resources of the group, excluding certain subsidiaries, were approximately HKD 3,873,400,000, including cash and bank balances of about HKD 1,846,800,000 [4]. - The total loan amount remained stable at HKD 24,845,300,000 as of January 31, 2025, compared to HKD 25,294,300,000 on July 31, 2024 [4]. - Non-current assets decreased from HKD 52,651,825 thousand in July 2024 to HKD 52,158,368 thousand in January 2025, a decline of approximately 0.94% [9]. - Current assets decreased from HKD 14,769,745 thousand in July 2024 to HKD 14,011,531 thousand in January 2025, a decline of approximately 5.14% [11]. - Current liabilities increased significantly from HKD 6,538,849 thousand in July 2024 to HKD 9,242,383 thousand in January 2025, an increase of approximately 41.3% [11]. - Total liabilities increased from HKD 32,307,580 thousand in July 2024 to HKD 31,870,410 thousand in January 2025, a decrease of approximately 1.36% [11]. - The company's equity attributable to owners decreased from HKD 25,810,127 thousand in July 2024 to HKD 25,543,112 thousand in January 2025, a decline of approximately 1.03% [11]. - Cash and cash equivalents decreased from HKD 2,809,574 thousand in July 2024 to HKD 2,549,534 thousand in January 2025, a decline of approximately 9.24% [11]. - The company reported a significant increase in bank loans from HKD 2,509,016 thousand in July 2024 to HKD 5,193,722 thousand in January 2025, an increase of approximately 106.8% [11]. - The total value of non-current liabilities decreased from HKD 28,575,141 thousand in July 2024 to HKD 25,057,106 thousand in January 2025, a decline of approximately 12.5% [11]. - The company's total assets less current liabilities decreased from HKD 60,882,721 thousand in July 2024 to HKD 56,927,516 thousand in January 2025, a decline of approximately 6.5% [11]. Market Conditions and Outlook - The management anticipates continued challenges in the global economic environment, including trade tensions and geopolitical risks, which may impact performance [35]. - The Hong Kong property market remains sluggish, with expectations of low consumer spending due to changing travel habits and economic conditions [36]. - The company plans to adapt to changing consumer behaviors and lifestyles to ensure long-term success amid market challenges [36]. - The company maintains a conservative approach towards existing business and investments due to uncertainties in U.S. interest rates and global economic relations [37]. - The company aims to control costs and recover cash to mitigate challenges posed by the current economic landscape [35]. - The office and retail leasing business in Hong Kong faces weak demand and oversupply, leading to a decline in rental income and property values, with an average occupancy rate maintained at 90% or above [39]. Asset Sales and Development Projects - The group plans to sell assets worth approximately HKD 8,000,000,000 over the next two years, including HKD 2,000,000,000 from a subsidiary [4]. - The Bal Residence project has a total saleable area of approximately 62,148 square feet, with 108 residential units sold as of March 14, 2025, at an average price of HKD 15,171 per square foot [40]. - The 尚柏 project has a total saleable area of approximately 36,720 square feet, with 107 units sold as of March 14, 2025, at an average price of HKD 9,405 per square foot [40]. - The construction of the residential project at Wong Chuk Hang Station Phase 5 is expected to be completed in Q1 2026, while the project at 79 Broadcast Drive, Kowloon Tong, is expected to be completed in H1 2026 [41]. - The company maintains a cautious outlook on the mainland China property market, with a GDP growth target of approximately 5.0% for 2025, reflecting ongoing economic challenges [44]. - The rental income from the leasing portfolio of approximately 5,900,000 square feet in first-tier cities and the Greater Bay Area remains stable despite economic weakness in mainland China [45]. - The 横琴 Innovation Park project has successfully positioned itself as a cross-border e-commerce industrial park, attracting leading domestic e-commerce platforms and technology companies [46]. - The first phase of the Innovation Square project is currently 84% leased, with major tenants including "Lionsgate Entertainment World" and "National Geographic Explorer Center" [49]. - The group plans to sell assets worth approximately HKD 2,000,000,000 over the next two years, primarily from the Zhongshan project and the first phase of Innovation Square [50]. Joint Ventures and Collaborations - The earnings contribution from joint ventures improved, primarily due to stable fair value changes in the China Construction Bank Tower [60]. - The joint venture with China Construction Bank recorded rental income of approximately HKD 114,400,000 for the six months ending January 31, 2025, compared to HKD 114,600,000 in the previous year [85]. - The group’s share of profits from joint ventures was HKD 22 million, a significant improvement from a loss of HKD 341.4 million in the previous year, primarily due to no fair value changes recorded during the review period [170]. Employee and Investor Relations - The group employs approximately 3,700 employees, with competitive salary levels and performance-based bonuses [183]. - The group maintains active communication with investors and stakeholders through various channels, including online meetings and conference calls [184].