世茂集团(00813)发布公告，于2025年8月4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新股份7.05亿股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 世茂集團控股有限公司 呈交日期： 2025年8月4日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 00813 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | | 已發行股份（不包括庫 ...

FF301 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: 世茂集團控股有限公司（於開曼群島註冊成立之有限公司） 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 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) | 00813 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 25,000,000,000 | HKD | | 0.1 HKD | | 2,500,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 25,000,000,000 | HKD | | 0.1 HKD | | 2,500,000,000 | ...

市场低迷造成三方困局，项目体量巨大难寻白衣骑士。 ◎ 文 / 易天宇 日前，一张关于中信信托·深圳龙岗融资集合资金信托计划2025年第一次受益人大会的表决文件在网络上流 传，内容涉及龙岗区政府拟以68亿的价格收回世茂曾计划在深圳打造的"中国第一高楼"项目，而世茂集团当初 是以239亿竞得，因差距悬殊而引起热议。围绕收储价格，政府、世茂、债权人三方态度均有不同，68亿补偿 款价格是否合理？又是否能真的能盘活该超级地标项目？ 深港综合体项目无人接盘，龙岗政府四折收储 01 然而2022年初，世茂集团陷入流动性危机，深港国际中心也因此停工。2022年2月深圳龙岗信托计划出现兑付 异常，中信信托随即启动风险处置程序。由于14幅地块中的10号及11号地块（公寓项目世茂之都一期二期）已 对外出售，故剩余12宗地块（包括西安信托抵债地块）于2023年分别 以130.44亿元、104.35亿元的起拍价进行 了两次司法拍卖，但均因无人竞买流拍。 根据彼时土地估价报告，12宗地块的登记价合计176亿，地块估价 150亿，在建工程估价13亿，合计估价163亿。 2024年7月，市场流传《中信信托深圳龙岗融资集合资金信托计划受益人大 ...

Group 1: Market Trends - The paper sector continues its upward trend, with Nine Dragons Paper (02689.HK) leading the gains, rising over 9% after announcing a price increase of 30 CNY/ton for corrugated paper and recycled cardboard starting August 1, reflecting an optimized supply-demand structure in the industry [1] - The brokerage sector saw collective strength, with major Chinese brokerages like Dongfang Securities (03958.HK) and Zhongyuan Securities (01375.HK) rising over 6% and 5% respectively, indicating significant capital inflow into the sector [1] - Urban Beauty (02298.HK) surged 13% as its online GMV for 2024 is projected to reach 1.57 billion CNY, marking a 100% year-on-year increase, showcasing the effectiveness of its new retail transformation [1] Group 2: Company Performance - China Duty Free Group (01880.HK) soared 17% after Macquarie's report indicated a narrowing year-on-year revenue decline from 19.5% in Q4 2024 to 11% in Q1 2025, with a stable gross margin of 33% [1] - The gaming sector experienced a broad increase, with companies like 澳博控股 (00880.HK) and 银河娱乐 (00027.HK) rising over 3%, supported by UBS data showing Macau's average daily gaming revenue in July at 683 million MOP, a 14% year-on-year increase [2] - 雍禾医疗 (02279.HK) saw a 13% increase after forming a strategic partnership with Meituan Health to build a medical-grade hair health service system [2] Group 3: Real Estate and Financing - The Hong Kong real estate sector collectively strengthened, with Country Garden (02007.HK) leading with nearly a 10% rise, driven by improved financing conditions as indicated by the People's Bank of China's report showing a recovery in real estate loan growth [3] - Meilan Airport (0357.HK) rose 10% as CITIC Securities highlighted the significance of Hainan's trade opening, which is expected to benefit the local tourism industry [3] Group 4: Gold Sector Decline - The gold sector faced pressure, with companies like 潼关黄金 (00340.HK) and 大唐黄金 (08331.HK) dropping over 4%, attributed to a decline in spot gold prices below 3,380 USD/oz, driven by reduced safe-haven appeal due to easing trade tensions [4] Group 5: US Market Highlights - Futu Holdings (FUTU.US) rose 2.82% after announcing a long-term strategic partnership with Huaxia Fund to promote the integration of traditional finance and blockchain technology [5] - Japanese automotive stocks surged, with Toyota (TM.US) and Honda (HMC.US) rising over 13% following news of a trade agreement reducing tariffs on Japanese cars [6] - Nuclear power stocks in the US saw significant gains, with Oklo Inc (OKLO.US) rising 9.21%, reflecting a growing interest in nuclear energy [5]

港股内房股多数走强，美的置业(03990.HK)涨超5%，融创中国(01918.HK)涨超3%，绿城中国 (03900.HK)、世茂集团(00813.HK)、龙湖集团(00960.HK)涨超2%。 ...

Company Dynamics - CITIC Trust has sent a notification regarding the first beneficiary meeting of the CITIC Trust Shenzhen Longgang Financing Collective Fund Trust Plan 2025, focusing on a land recovery risk mitigation plan [2] - The Shenzhen Longgang District plans to recover 12 plots of land acquired by Shimao Group in 2017, with the original acquisition cost being approximately 23.9 billion yuan, while the recovery compensation is set at only 6.8 billion yuan, indicating a significant price drop [4] - The meeting will take place from July 29 to July 31, where key matters such as government land recovery and asset transfer will be voted on [4] Investment Implications - If the proposed plan is approved, investors may receive a "discounted payout," with a cumulative payout ratio of about 85% of the total principal, but the payout period will extend until around January 2027 [6] - The CITIC Trust Shenzhen Longgang Financing Collective Fund Trust Plan was established on July 17, 2020, with a total scale of 8.7 billion yuan, primarily financing the construction of the Shenzhen-Hong Kong International Center project [6] - Following a default by Shimao in February 2022, CITIC Trust initiated legal proceedings and obtained 11 plots of land as debt repayment, although the transfer procedures have not yet been completed [7] Market Reactions - The upcoming beneficiary meeting and the land recovery risk mitigation plan are generating significant interest among investors, with ongoing developments expected to be closely monitored [8]

北京时间7月22日，财富中文网发布了2025年《财富》中国500强亏损公司。 此次，《财富》中国500强中共计有57家上榜公司未能盈利。亏损榜前十家公司中，共有九家房地产公 司、一家车企。面临流动性压力的中国房地产企业仍未完全度过行业调整期。中国东方航空、中国南方 航空和中国国航这三家航空公司虽然尚未扭亏为盈，但已经大幅减亏。 万科亏损额68.8亿美元，排名第一位。世茂集团和碧桂园亏损额分别为49.9亿美元和45.6亿美元，位居 榜单第二位和第三位， 金科地产集团和融创中国位居第四位和第五位。 此外，蔚来集团亏损31.5亿美元位列第六，小鹏汽车亏损8.05亿美元位列第二十。 | 排名 | 公司名称 | 亏损额（百万美元） | | --- | --- | --- | | 79 | 万科企业股份有限公司 | 6,876.6 | | 286 | 世茂集团控股有限公司 | 4,990.1 | | 116 | 碧桂园控股有限公司 | 4,563.5 | | 475 | 金科地产集团股份有限公司 | 4,443.2 | | 244 | 融创中国控股有限公司 | 3,571.2 | | 269 | 蔚来集团 | 3,149 ...

Core Viewpoint - Shimao Group has successfully completed a $11.5 billion offshore debt restructuring approved by the Hong Kong High Court, significantly reducing its financial leverage and alleviating liquidity pressure [1] Group 1: Debt Restructuring Details - The total amount of offshore debt restructuring is approximately $14.4 billion, which includes US dollar notes, syndicated loans, bilateral loans, and shareholder loans [1] - The restructuring has received broad support from offshore creditors [1] Group 2: Financial Impact - The debt restructuring and subsequent efforts are expected to reduce the company's total debt by approximately $7.8 billion [1] - This reduction will significantly lower Shimao's financial leverage and create space for the company to address structural challenges faced in the industry over the past few years [1]

在经历多年停工、两次法拍流拍后，曾剑指"中国第一高楼"的地标项目，世茂深港国际中心迎来新的转 机。 南都・湾财社记者获悉，中信信托近期向投资人发送《关于召开中信信托・深圳龙岗融资集合资金信托 计划2025年第一次受益人大会的通知》（以下简称"通知"），计划推进一项收地化险方案。该方案显 示，深圳有关部门拟以68亿元总价，收储世茂集团旗下"深港综合体项目"的12宗地块。 在中信信托召开受益人大会投票之际，一则《世茂集团致中信信托投资人的公开函》也在网上流传开 来，世茂主张"卖地方"未能履约使项目开发进程无法推动，目前已提起行政诉讼，对于中信信托的收地 化险方案，其表示68亿元补偿款不足土地原价值1/3且偿付周期长，建议各方携手与政府协商解决方 案，以最大化保障利益。 在业内看来，有了政府收储托底，深港国际中心停摆的僵局或将被打破，这一收地化险方案的推进，为 项目带来了新的进展与可能性。南都・湾财社记者近期就此事向有关方面致电询问进展，但截至发稿 时，尚未收到回复。 官方68亿元收地？ 据通知内容显示，中信信托发出的收地化险方案主要有三项： 首先，授权受托人同意深圳市龙岗区龙城街道办事处、深圳市龙岗区土地整备事务 ...