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合生创展集团(00754) - 盈利警告
2025-08-25 08:55
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佈之內容概不負責,對其準確性或完整性亦不 發表聲明,並明確表示概不會對因本公佈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。 根據本集團截至二零二五年六月三十日止六個月之未經審核綜合管理賬目,本公司董事會 (「董事會」)謹此知會本公司股東及潛在投資者。本集團預期於截至二零二五年六月三十日 止六個月將錄得不少於16億港元虧損,較二零二四年同期盈利出現逆轉。本集團於二零二 五年六月三十日止六個月期間的可確認物業銷售產生之收入下降;以及出售一間聯營公司 之虧損所致。儘管如此,本公司預計本集團截至二零二五年六月三十日止六個月錄得核心 利潤不少於7.5億港元,與去年同期相比,核心利潤之跌幅較盈利之跌幅為低。 截至二零二五年六月三十日止六個月,本集團商業地產投資及物業管理業務一如以往持續 為本集團貢獻穩定利潤;本集團經營及投資活動產生之現金流為正,負債規模按計劃逐步 壓降的同時,債務結構持續優化,本集團現時手上概無任何未償還境外票據。面向未來, 本集團秉持迎難而上的精神,積極回應產業格局之持續演進,緊密配合國家政策導向,持 續奉行審慎穩健基調 ...
2024年业绩概览及“十五五”规划下房地产行业展望
EY· 2025-08-20 05:56
Investment Rating - The report does not explicitly state an investment rating for the real estate industry in 2024 Core Insights - The average revenue of the top 30 listed real estate companies in China is projected to decline by approximately 13.83% in 2024, totaling around RMB 2.77 trillion [9] - The average gross margin for these companies is expected to decrease to about 14.42%, down by 1.86% from the previous year [13] - The average net profit margin is projected to be around -10.81%, reflecting a significant decline of 12.45% compared to the previous year [16] - The average return on equity is expected to drop to approximately -20.75%, a decrease of 16.44% from 2023 [59] Summary by Sections 1. Revenue Overview - The total revenue for the top 30 listed real estate companies in 2024 is estimated at RMB 2.77 trillion, a decline of 13.83% year-on-year [9] - Financial Street leads the revenue growth with an increase of 51.74%, reaching RMB 190.75 billion [8] - 20 companies experienced revenue declines, with Midea Real Estate facing the largest drop at 94.94% [9] 2. Gross Margin Overview - The average gross margin for the top 30 companies is projected to be 14.42%, down 1.86% from the previous year [13] - Midea Real Estate shows the highest increase in gross margin at approximately 24.21% [14] - 23 companies reported a decline in gross margin, with Jinhui experiencing the largest drop of 30.80% [13] 3. Net Profit Overview - The average net profit for the top 30 companies is expected to be a loss of RMB 11.65 billion, a decline of 62.09 billion from a profit of RMB 50.44 billion in 2023 [23] - China Resources leads in net profit with RMB 336.78 billion, although this represents a 9.72% decrease from the previous year [24] - Over 70% of companies reported a decline in net profit, with Vanke transitioning from a profit of RMB 204.56 billion to a loss of approximately RMB 487.04 billion [23] 4. Inventory Overview - The total inventory for the top 30 companies is projected to be approximately RMB 60.85 billion, a decrease of 13.58% year-on-year [33] - Only one company, Ruian, reported an increase in inventory, with a growth of 16.03% [33] - Midea Real Estate experienced the largest inventory decline at 99.11% [33] 5. Liquidity Ratios - The average current ratio for the top 30 companies is expected to be 152.86%, a slight increase of 0.15% from the previous year [42] - 16 companies reported a decline in their current ratios, with Xinda showing the largest drop of 39.17% [42] 6. Cash Short-term Debt Ratio - The average cash short-term debt ratio is projected to be 1.52, a decrease of 0.11 from the previous year [54] - Ocean Group has the lowest cash short-term debt ratio at 0.01, while Binhai has the highest at 5.53 [54] 7. Return on Equity Overview - The average return on equity is expected to be -20.75%, a decline of 16.44% from 2023 [59] - Only two companies, Jinmao and New Town, are expected to report positive returns on equity [59]
合生创展集团(00754.HK)拟8月28日举行董事会会议以审批中期业绩
Ge Long Hui· 2025-08-15 09:01
格隆汇8月15日丨合生创展集团(00754.HK)公告,公司董事会谨订于2025年8月28日(星期四)召开会议, 旨在(其中包括)批准刊发公司及其附属公司截至2025年6月30日止6个月中期业绩公告以及考虑派发中期 股息(如有)。 ...
合生创展集团(00754) - 董事会会议通知
2025-08-15 08:33
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 發表聲明,並明確表示概不會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之任何損失承 擔任何責任。 合生創展集團有限公司 ( 在百慕達註冊成立的有限公司) (股份代號:754) 網址︰http://www.irasia.com/listco/ hk/ hopson 董事會會議通知 合生創展集團有限公司(「本公司」)董事會(「董事會」)謹此宣佈,本公司董事會謹訂於二零 二五年八月二十八日( 星期四 )召開會議,旨在( 其中包括 )批准刊發本公司及其附屬公司截 至二零二五年六月三十日止六個月之中期業績公告以及考慮派發中期股息( 如有)。 承董事會命 主席 朱桔榕 香港,二零二五年八月十五日 於本公告日期,董事會包括八名董事。執行董事為朱桔榕女士( 主席 )、張帆先生( 聯席總裁 )、歐偉建先生、 鮑文格先生及羅泰彬先生;及獨立非執行董事為陳龍清先生、程如龍先生及葉偉倫先生。 * 僅供識別 ...
楼市,一个重大信号
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-14 02:40
记者丨张敏 编辑丨张伟贤 在各项稳楼市政策的推动下,市场趋稳,房地产企业的销售业绩也出现止跌迹象。 近日,多家房企发布2025年前7月销售业绩。虽然多数房企的销售规模仍低于去年同期,但跌幅普遍收 窄。 根据中指研究院的统计,2025年1~7月,TOP100房企销售总额为2.07万亿元,同比下降13.3%。与去年 同期约四成的销售跌幅相比,收窄明显。 保利暂列"销冠"。今年前7月,保利发展实现签约面积804.53万平方米,同比减少26.81%;签约金额 1631.85亿元,同比减少17.85%。此外,绿城、中海、华润、招商均迈入千亿阵营。 从已经公布销售单价的房企来看,企业的销售均价普遍低于去年,体现出以价换量的策略。 分析人士指出,房企销售降幅收窄,侧面反映出楼市正出现筑底迹象。政策仍有加力空间,从而推动市 场进一步止跌回稳。 以价换量是主流 今年前7月,央国企继续占据销售榜前列。从已公布销售业绩的房企来看,除保利外,绿城以1368亿元 的销售业绩位居第二,中海、华润、招商的销售规模分别为1320亿元、1236亿元、1046亿元。 这也是前7月仅有的五家迈入千亿阵营的企业。中指研究院指出,与去年同期相比,千亿 ...
合生创展:1-7月总合约销售金额约90.47亿元
Sou Hu Cai Jing· 2025-08-13 01:45
2025年1-7月,合生创展集团及其合营公司及联营公司的总合约销售金额为约人民币90.47亿元;其中物 业合约销售约人民币81.19亿元;装修合约销售约人民币9.28亿元。物业合约销售面积为约32.05万平方 米,物业合约销售平均售价为约每平方米人民币25330元。 央广网北京8月12日消息(记者门庭婷)8月11日,合生创展集团发布截至2025年7月31日止7个月未经审 核营运数据。 2025年1—7月,合生创展集团及其合营公司及联营公司以"合生"品牌代建管理的非自投物业的总合约销 售面积为约43398平方米,合约销售金额为约人民币39.02亿元。就2025年7月单月而言,合生代建管理 物业的合约销售面积为约2167平方米,合约销售金额为约人民币1.66亿元。 2025年7月,合生创展集团及其合营公司及联营公司之总合约销售金额为约人民币11.19亿元,其中物业 合约销售约人民币8.94亿元;及装修合约销售约人民币2.25亿元。 ...
合生创展:1-7月累计销售金额约90.47亿元
Xin Jing Bao· 2025-08-12 03:56
Core Insights - The company reported a total contract sales amount of approximately 9.047 billion yuan for the first seven months of 2025 [1] - Property contract sales accounted for about 8.119 billion yuan, while renovation contract sales were approximately 928 million yuan [1] - In July 2025 alone, the total contract sales amounted to around 1.119 billion yuan, with property contract sales at about 894 million yuan and renovation contract sales at approximately 225 million yuan [1] Sales Performance - The total contract sales area for non-self-invested properties managed under the "He Sheng" brand reached approximately 43,000 square meters, generating a contract sales amount of about 3.902 billion yuan [1]
楼市早餐荟 | 东莞:征集存量商品房用作保障性住房;中国金茂7月销售额84.6亿元;新城控股7月销售额16.61亿元
Bei Jing Shang Bao· 2025-08-12 01:48
8月11日,合生创展披露7月未经审核经营简报。简报显示,7月合生创展连同其附属公司及其合营公司 及联营公司的总合约销售金额约为11.19亿元。其中,物业合约销售约8.94亿元;装修合约销售约2.25亿 元。 【4】旭辉控股7月合同销售额10.4亿元 8月11日,旭辉控股披露7月未经审核经营简报。简报显示,7月旭辉控股合同销售金额约为10.4亿元, 合同销售面积约为9.13万平方米,合同销售均价约为1.28万元/平方米。公司股东权益应占合同销售金额 约为6亿元。 【5】新城控股7月销售额16.61亿元 据悉,征集房源需满足所属项目资产负债和法律关系清晰;征集房源所属项目已取得竣工验收备案证 明,权属清晰可交易,可以办理不动产权证书;征集房源用作保障性租赁住房的,户型建筑面积不超过 70平方米。征集房源用作配售型保障性住房的,户型建筑面积不超过90平方米。收购价格以同地段保障 性住房重置价格为参考上限。 【2】中国金茂7月销售额84.6亿元 8月11日,中国金茂披露7月销售简报。简报显示,7月中国金茂及其附属公司签约销售金额为84.6亿 元,签约销售建筑面积约37.66万平方米。 【3】合生创展7月合约销售额11 ...
港股公告掘金 | 百胜中国中期净利润5.07亿美元 同比增加1.6%
Zhi Tong Cai Jing· 2025-08-11 15:19
Major Events - Tianyue Advanced (02631) plans to globally offer 47.7457 million H-shares from August 11 to August 14 [1] - Hengrui Medicine (01276) has its injection drugs listed in the proposed breakthrough treatment varieties public notice [1] - Shoucheng Holdings (00697) invests in Southern Universal Data Center REIT and Southern Runze Technology Data Center REIT [1] - Boyaa Interactive (00434) is included in the MSCI Global Small Cap Index [1] Financial Performance - Yum China (09987) reports a net profit of $507 million, an increase of 1.6% year-on-year [1] - Master Kong Holdings (00322) announces a profit attributable to shareholders of 2.271 billion yuan, up 20.5% year-on-year [1] - Q Tech (01478) reports a profit of 308 million yuan, a significant increase of 167.59% year-on-year [1] - Hang Wan Technology (01523) announces a net profit of approximately $21.665 million, up about 13.4% year-on-year, with a dividend of 12.34 HK cents per share [1] - Ruipu Lanjun (00666) reports a gross profit of approximately 829 million yuan, a year-on-year growth of 177.8% [1] - Kingdee International (00268) sees a revenue increase of 11.24% to 3.192 billion yuan, with strong growth in cloud business [1] - Yuyuan Group (00551) reports a profit attributable to shareholders of $171 million, a decrease of 7.2% year-on-year [1] - Boyaa Interactive (00434) reports a profit attributable to shareholders of 226 million HKD, down 27.8% year-on-year [1] - Chongqing Machinery and Electric (02722) expects a net profit attributable to shareholders to increase by about 50% year-on-year [1] - Anton Oilfield Services (03337) anticipates a significant profit increase of 41.6% to 60.5% year-on-year [1] - Sany International (00631) expects a net profit of approximately 1.234 billion to 1.332 billion yuan, an increase of 25% to 35% year-on-year [1] - Datang Renewable (01798) reports a cumulative power generation of approximately 21.3563 million MWh in the first seven months, an increase of 11.75% year-on-year [1] - China Jinmao (00817) reports a cumulative contracted sales amount of 61.807 billion yuan in the first seven months, up 23.12% year-on-year [1] - New Town Development (01030) reports a cumulative contract sales amount of approximately 11.99 billion yuan in the first seven months, down 55.66% year-on-year [1] - Dongfeng Motor Group (00489) reports automobile sales of approximately 978,500 units in the first seven months, a decrease of about 8.9% year-on-year [1] - Hopson Development Holdings (00754) reports a total contracted sales amount of approximately 9.047 billion yuan in the first seven months, down 12.49% year-on-year [1] - Yuyuan Group (00551) reports a net operating income of approximately $667.5 million in July, a year-on-year decrease of 1.9% [1]
合生创展7月合约销售额11.19亿元
Bei Jing Shang Bao· 2025-08-11 11:14
北京商报讯(记者 王寅浩 李晗)8月11日,合生创展披露7月未经审核经营简报。简报显示,7月合生创 展连同其附属公司及其合营公司及联营公司的总合约销售金额约为11.19亿元。其中,物业合约销售约 8.94亿元;装修合约销售约2.25亿元。 ...