Group 1 - The Hong Kong property stocks showed a general upward trend on September 10, with several companies experiencing significant gains [1] - China Overseas Land & Investment (03377.HK) increased by 12.5%, reaching HKD 0.153 [1] - Longfor Group (03380.HK) rose by 11.58%, trading at HKD 1.06 [1] - Shimao Group (00813.HK) saw an increase of 8.97%, priced at HKD 0.425 [1] - Sunac China (01918.HK) gained 4.22%, with a price of HKD 1.73 [1]

Core Viewpoint - The real estate stocks in China have shown a significant upward trend, driven by policy adjustments and improved market sentiment, particularly in major cities like Beijing, Shanghai, and Shenzhen [1] Group 1: Stock Performance - Major real estate companies such as China Oceanwide Holdings (03377) saw a stock increase of 12.5%, trading at 0.153 HKD; Longfor Group (03380) rose by 11.58% to 1.06 HKD; Shimao Group (00813) increased by 8.97% to 0.425 HKD; and Sunac China (01918) gained 4.22% to 1.73 HKD [1] Group 2: Market Trends - Since Q2 of this year, the new housing market has experienced a decline in both volume and price, increasing the pressure for stabilization throughout the year [1] - Starting in August, cities like Beijing, Shanghai, and Shenzhen have implemented "city-specific policies," which are expected to boost short-term transaction volumes and enhance confidence in the long-term recovery of the industry [1] Group 3: Policy Implications - There remains significant policy space for further measures, including urban renewal initiatives and policies for the acquisition of existing housing stock [1] - The expectation of interest rate cuts by the Federal Reserve has opened up monetary easing opportunities for China [1] Group 4: Risk Assessment - The reduction in industry risk evaluation is identified as a key factor driving the recovery of real estate stocks, with the potential for policy announcements or expectations to temporarily increase market momentum [1] - The previous decline in real estate stock prices was attributed to the negative impact on the numerator exceeding that on the denominator; however, the industry is now entering a new bottoming phase where the denominator's influence is expected to surpass that of the numerator, leading to potential stock price recovery [1]

Group 1 - The majority of domestic property stocks have risen, with notable increases such as 12.5% for China Oceanwide Holdings (03377) to HKD 0.153, 11.58% for Longfor Group (03380) to HKD 1.06, and 8.97% for Shimao Group (00813) to HKD 0.425 [1] - According to Dongfang Securities, the trend of weakening volume and price in the new housing market since Q2 this year has intensified the pressure for stabilization throughout the year, with policies implemented in cities like Beijing, Shanghai, and Shenzhen since August expected to boost short-term transaction volumes and enhance confidence in the long-term recovery of the industry [1] - The report highlights that there is still significant policy space available, including urban renewal initiatives and policies for the acquisition of existing homes, alongside an increased expectation of interest rate cuts by the Federal Reserve, which opens up monetary easing opportunities for China [1] Group 2 - The reduction in industry risk assessment is identified as the main driver for the recovery of real estate stocks, with the potential for policy announcements or expectations to temporarily elevate the slope of recovery [1] - The previous decline in real estate stock prices was attributed to the impact of the numerator exceeding that of the denominator; however, the industry is now entering a new bottoming phase where the reduction in risk assessment is leading to a situation where the denominator's impact surpasses that of the numerator, suggesting a potential rebound in stock prices [1]

Yours faithfully, Lam Yee Mei, Katherine Company Secretary (Incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立之有限公司） （Stock Code 股份代號：813） 10 September 2025 Dear Non-registered Shareholder(s), New Arrangements for Dissemination of Corporate Communications Pursuant to Rule 2.07A of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Listing Rules"), Shimao Group Holdings Limited (the "Company") will disseminate its future corporate communications ...

簡介 登記股東之名稱及地址 SHIMAO GROUP HOLDINGS LIMITED 世茂集團控股有限公司 （於開曼群島註冊成立 之有限公司） （ 股份代號 : 813） （於開曼群島註冊成立之有限公司） （股份代號：813） 各位登記股東： 發佈公司通訊之新安排 根據香港聯合交易所有限公司證券上市規則（「上市規則」）第 2.07A 條以及世茂集團控股有限公 司（「本公司」）的組織章程細則，本公司將以電子方式向股東 2 發佈其日後的公司通訊（「公司通 訊 1」），並僅應股東要求向其寄發印刷本形式的公司通訊。 就此而言，以下安排將於 2025 年 9 月 10 日生效。 安排 1. 可供採取行動的公司通訊 3 本公司將通過電郵以電子通訊方式向股東個別地發送可供採取行動的公司通訊。如果本公司沒 有獲取股東的電郵地址或其提供的電郵地址無效 4 ，本公司將以印刷本形式向其發送可供採取行 動的公司通訊，連同一份索取股東有效電郵地址的回條，以便將來以電子通訊方式發送可供採 取行動的 公司通訊 ，直至 股東向本公司的香港股份 過戶及 登記分處 卓佳證券登記有限公司 （「股份過戶登記分處」）提供一個可用及有效的電郵地址（詳 ...

Core Viewpoint - Shimao Group's stock price surged over 27% during trading, attributed to the extension of a HKD 10 billion loan due to unsuccessful sale to private credit investors [1] Group 1: Stock Performance - Shimao Group's stock rose by 24.59%, reaching HKD 0.38, with a trading volume of HKD 108 million [1] Group 2: Loan and Restructuring Details - The HKD 10 billion loan secured by the Beacon Peak development was extended by UOB Bank after failing to sell to private credit investors, originally due on September 30 [1] - On July 21, Shimao Group announced that all restructuring conditions had been met, with the restructuring effective from that date [1] - The restructuring will lead to the cancellation of approximately USD 11.5 billion in existing offshore debt, alleviating the company's overall debt burden and improving financial conditions [1] - In June, Shimao Group indicated ongoing negotiations with domestic lenders and creditors regarding loan extensions or restructuring [1]

Core Viewpoint - Shimao Group's stock price surged over 27%, closing up 24.59% at HKD 0.38, with a trading volume of HKD 108 million, following news of a loan extension by UOB Bank due to unsuccessful sale to private credit investors [1][1][1] Group 1: Financial Developments - A HKD 10 billion loan secured by the Beacon Peak development was extended by UOB Bank after failing to sell to private credit investors, originally due on September 30 [1][1][1] - On July 21, Shimao Group announced that all restructuring conditions had been met, with the restructuring effective from that date [1][1][1] - The restructuring plan will lead to the cancellation of approximately USD 11.5 billion in existing offshore debt, alleviating the company's overall debt burden and improving its financial condition [1][1][1] Group 2: Company Strategy - Shimao Group has been actively negotiating with domestic lenders and creditors regarding loan extensions or restructuring since June [1][1][1]

盘面上，大型科技股、大金融股(银行、保险、券商)等大权重股普遍表现活跃，其中，京东、阿里巴巴 涨约3%，云锋金融领涨内险股，中信证券(600030)、中国银河(601881)、工商银行(601398)等多股均涨 超1%以上；全球宽松+反内卷助攻，黄金股大涨领衔铜、铝等有色金属股上涨，招金矿业、灵宝黄金、 紫金矿业(601899)、山东黄金(600547)均创历史新高；一线城市相继落地优化限购政策，内房股大幅拉 升，碧桂园涨超27%，世茂集团涨超19%，中国金茂等皆强势；新消费概念股、钢铁股、体育用品股、 互联网医疗股、稳定币概念股纷纷上涨。 另一方面，稀土概念股走低，苹果概念股、影视娱乐股、餐饮股、生物医药股、石油股普遍弱势，其 中，通达集团跌近9%，百胜中国、九毛九、海底捞皆有跌幅。(格隆汇) | 名称 | 最新价 | 涨跌幅 | | --- | --- | --- | | 恒生指数 | 25839.36 | +0.80% | | 800000 | | | | 国企指数 | 9203.83 | +0.90% | | 800100 | | | | 恒生科技指数 | 5813.08 | +1.03% | | 8 ...

Core Viewpoint - The Hong Kong real estate stocks have surged significantly, driven by favorable policies aimed at stabilizing the real estate market, particularly in major cities like Beijing, Shanghai, and Shenzhen [1] Group 1: Stock Performance - Country Garden saw a remarkable increase, with its stock price rising over 31% at one point, closing with a gain of 25.49% [1] - Shimao Group increased by 23%, while Sunac China and Agile Group rose by over 8% [1] - Other notable gains include R&F Properties up 7.25%, and several companies like China Overseas Grand Oceans, China Jinmao, Longfor Group, and Vanke all increasing by over 5% [1] Group 2: Policy Changes - Recent policy adjustments in key cities have focused on relaxing purchase restrictions, particularly in Shenzhen, which announced new real estate policies effective September 6 [1] - The new Shenzhen policies allow non-residents to purchase up to two properties in multiple districts, eliminate audits in certain areas, and grant banks the autonomy to set mortgage rates [1] - Experts believe these measures will effectively stimulate housing demand and boost transaction volumes during the traditional peak sales season of "Golden September and Silver October" [1] Group 3: Market Implications - The relaxation of purchase restrictions aims to better meet the housing needs of residents and stimulate market activity by lowering entry barriers [1] - The adjustments are expected to inject momentum into the real estate market, promoting a stable and healthy development environment [1]

Group 1 - The core viewpoint of the news is that Hong Kong property stocks, particularly Country Garden, saw significant gains following the inclusion in the Hong Kong Stock Connect, with Country Garden rising over 14% [1] - Other property stocks also experienced notable increases, including CIFI Holdings and China Overseas Land & Investment, which rose over 5%, and several others like Vanke and Longfor Group, which rose over 3% [1] - The surge in property stocks is attributed to a new housing policy introduced in Shenzhen on September 5, which relaxed housing purchase restrictions and adjusted housing credit policies [1] Group 2 - The new housing policy in Shenzhen allows for significant relaxation of purchase restrictions in non-core areas, which is more substantial compared to the new policies introduced in Beijing and Shanghai in August [1] - The policy change includes the removal of differentiated mortgage rates for first and second homes, which is expected to stimulate the housing market [1] - The report from CITIC Securities highlights that the new measures are likely to have a positive impact on the property market in Shenzhen [1]