期内，集团毛亏约为人民币9.08亿元（2024年上半年：毛利为人民币1500万元）。 归属于本公司权益持有人之期间亏损约为人民币89.34 亿元（2024年上半年：人民币226.68 亿元），与 2024年上半年相比，亏损大幅收窄约60.6%。 于2025年6月30日，本集团的土地储备约为4002万平方米 （权益前）。 公告显示，2025年上半年，集团合约销售额为人民币135.23亿元，合约销售面积为110.9万平方米。营业 额约为人民币148.27亿元。 酒店经营、商业运营、物业管理及其他收入为人民币59.22亿元（2024年上半年：人民币60.21亿元）， 较2024年上半年下降约1.6%。 8月27日，世茂集团发布2025年中期业绩公告。 ...

Group 1: Financial Performance - The company reported a revenue of 14.827 billion RMB for the six months ending June 30, 2025, with property sales revenue accounting for 8.905 billion RMB, representing 60.1% of total revenue [1] - The total contracted sales amounted to 13.523 billion RMB, with a contracted sales area of 1.109 million square meters during the same period [1] - The company maintained a prudent operational strategy in response to market conditions, focusing on detailed management of existing projects and optimizing development pace [1] Group 2: Market Strategy and Product Development - The company is leveraging new production capabilities to redefine real estate development, emphasizing product quality and customer needs [2] - New projects are being developed with differentiated selling points through unit type iterations, landscape upgrades, and smart community systems [2] - As of June 30, 2025, the company has approximately 13.21 million square meters under construction and completed around 1.5 million square meters during the period [2] Group 3: Commercial Operations - The company's commercial operations remained stable, with a 5% year-on-year increase in foot traffic for managed projects, although total sales saw a slight decline of 1% compared to the previous year [3] - The overall occupancy rate for managed commercial projects approached 90%, while the occupancy rate for office buildings was 70% [3] - The company employed flexible leasing strategies and strengthened tenant relationships to maintain stable occupancy rates [3]

Group 1: Financial Performance - The company reported a revenue of 14.827 billion RMB for the six months ending June 30, 2025, with property sales revenue accounting for 8.905 billion RMB, representing 60.1% of total revenue [1] - The total contracted sales amount reached 13.523 billion RMB, with a contracted sales area of 1.109 million square meters during the same period [1] - The company maintained a prudent operational strategy in response to market downturns, focusing on detailed management of existing projects and optimizing development pace [1] Group 2: Market Strategy and Product Development - The company is leveraging new productive forces in real estate development, emphasizing product quality and customer needs to create competitive offerings [2] - New projects are being developed with iterative unit designs, landscape upgrades, and smart community systems to enhance market appeal [2] - As of June 30, 2025, the company has approximately 13.21 million square meters under construction and completed around 1.5 million square meters during the period [2] Group 3: Commercial Operations - The company's commercial operations remained stable, with a 5% year-on-year increase in foot traffic for managed projects, although total sales saw a slight decline of 1% compared to the previous year [3] - The overall occupancy rate for managed commercial projects approached 90%, while the occupancy rate for office buildings was around 70% [3] - The company employed flexible leasing strategies and strengthened tenant relationships to maintain stable occupancy rates [3]

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的內容概不 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 對 因 本 公 告 全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 物業開發 1) 入賬銷售收入 世茂集團控股有限公司（「世 茂 集 團」、「世 茂」或「本 公 司」）及其附屬公司（統 稱「本 集 團」）收 入 主 要 包 括 物 業 銷 售、物 業 管 理、酒 店 經 營 及 商 業 運 營 業 務。截 至2025年6月30日 止 六 個 月，本 集 團 收 入 達 人 民 幣148.27億 元。期 內 物 業銷售收入為人民幣89.05億 元，佔 收 入 總 額 的60.1%，入 賬 銷 售 面 積 為76.7 萬 平 方 米。 （於 開 曼 群 島 註 冊 成 立 之 有 限 公 司） （股 份 代 號：813） 截 至2025年6月30日止六個月 中期業績公告 業績摘要 – 1 – 1. 2025年上半年合約銷售額為人民幣135.23億 元。合 約 銷 售 面 積 為110.9萬 平 方 米。 2. 本集團營 ...

Core Viewpoint - The Hong Kong property stocks experienced a collective decline after a brief rise, indicating market skepticism about the sustainability of recent policy changes aimed at boosting the real estate sector [1] Group 1: Market Performance - Major property stocks such as Shimao Group, New World Development, and Greentown China saw significant declines, with Shimao Group dropping by 6.4% and New World Development by 4.55% [1] - Other companies like China Jinmao, Midea Real Estate, and Country Garden also faced losses, with declines exceeding 2% [1] Group 2: Policy Impact - The recent policy adjustment in Shanghai, known as "Six Measures," allows unlimited purchases for eligible buyers outside the outer ring and treats single buyers as families, which initially boosted market confidence [1] - Despite the short-term positive impact, there are ongoing doubts about the long-term effectiveness of these policies and the actual improvement in the market fundamentals [1] Group 3: Future Outlook - The market requires continuous support beyond initial policy changes, with a focus on whether more cities will follow suit and how existing policies will be implemented, particularly regarding credit support [1]

Core Viewpoint - Shimao Group's stock price has declined significantly, reaching a new low, indicating potential challenges in the market [1] Group 1: Stock Performance - As of August 25, Shimao Group's stock closed at HKD 0.390, down 6.02% from the previous trading day [1] - The intraday low was HKD 0.385, marking the lowest price in nearly a year [1] - The net outflow of funds on that day was HKD 14.31 million [1] Group 2: Company Overview - Shimao Group was listed on the Hong Kong Stock Exchange on July 5, 2006 [1] - The company focuses on developing large-scale and high-quality real estate projects in economically developed or high-potential cities in mainland China [1] - Shimao Group has pioneered the "Riverside Model" in real estate, integrating landscape, water features, gardens, and architecture into daily living [1] - The company aims to promote urbanization and fulfill its vision of being a "city operator" [1]

8月25日，世茂集团(00813)盘中下跌6.02%，截至15:38，报0.39元/股，成交4125.57万元。 本文源自：金融界 世茂集团控股有限公司的主要业务是在中国大陆经济发达或具有发展潜力的城市中，发展大型和高质量 的综合房地产项目，包括住宅，酒店，零售和商用物业。公司致力于推动城市化进程，以创新及前瞻的 地产开发思维实践"城市经营者"的理念，并以"成就城市梦想"为己任。 作者：行情君 8月27日，世茂集团将披露2025财年中报。 截至2024年年报，世茂集团营业总收入599.75亿元、净利润-359.05亿元。 ...

世茂集团发布公告，于2025年8月20日，根据于2025年7月21日所发行的2026年到期零息强制可换股债券 的转换而配发及发行9.81亿股新股份。 香港联交所最新资料显示，8月21日，世茂集团(00813)股东将股票存入香港上海汇丰银行，存仓市值 1.86亿港元，占比5.64%。 ...

世茂集团发布公告，于2025年8月20日，根据于2025年7月21日所发行的2026年到期零息强制可换股债券 的转换而配发及发行9.81亿股新股份。 智通财经APP获悉，香港联交所最新资料显示，8月21日，世茂集团(00813)股东将股票存入香港上海汇 丰银行，存仓市值1.86亿港元，占比5.64%。 ...

本报记者 袁璐 下半年开局以来，房企债务重组进程显著加速。截至8月初，60家出险房企中已有16家完成全部或部分 债务重组，其中半数于2025年获批，步伐明显快于往年。 记者注意到，本轮债务重组的核心变化是从"展期"转向"削债"，多家房企通过资产抵债、现金回购等组 合工具降低长期负债压力。同时，部分房企销售回稳，经营改善，市场信心有所增强。 16家完成全部或部分重组 化债从"展期"转向"削债" 记者注意到，今年以来，房企债务重组的显著共性特点，是化债重点由"展期"转向"削债"。 所谓展期，是指房企与债权人协商，延长债务的还款期限，以"时间换空间"；削债，则是房企通过债转 股、可转债等方式削减债务规模。整体来看，目前房企重组模式相比以往更注重"实质性削债"，部分企 业削债比例超过50%。 比如融创在境外债务二次重组时，针对总规模约95.5亿美元的境外债务，就采用"全额债权转股权"模 式，成为首家将所有美元债券转换为股票的大型开发商。截至6月24日，持有融创现有债务未偿还本金 总额约75%的同意债权人已加入重组支持协议。8月18日，该公司表示，发行可转债并推出股权稳定计 划，计划债权人每获得分配的100美元本金的强 ...