格隆汇9月9日丨旭辉控股(00884.HK)公布，公司及其附属公司就二零二五年八月的若干未经审核营运数 据如下：.于2025年8月，集团录得(i)合同销售金额约人民币9.6亿元及合同销售面积约78,400平方米，(ii) 合同销售均价约人民币12,100元╱平方米，(iii)本公司股东权益应占合同销售金额约人民币4.8亿元。.于 2025年1月至8月，集团录得(i)累计合同销售金额约人民币121.6亿元及合同销售面积约1,159,000平方 米，(ii)合同销售均价约人民币10,900元╱平方米，(iii)本公司股东权益应占合同销售金额约人民币63.5 亿元。 ...

于2025年1月至8月，集团取得(i)累计合同销售(连合营企业及联营公司的合同销售)金额约人民币121.6亿 元及合同销售面积约115.9万平方米，(ii)合同销售均价约人民币10900元╱平方米，及(iii)公司股东权益 应占合同销售金额约人民币63.5亿元。 智通财经APP讯，旭辉控股集团(00884)发布公告，于2025年8月，集团取得(i)合同销售(连合营企业及联 营公司的合同销售)金额约人民币9.6亿元及合同销售面积约7.84万平方米，(ii)合同销售均价约人民币 12100元╱平方米，及(iii)公司股东权益应占合同销售金额约人民币4.8亿元。 ...

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。 旭輝控股（ 集團 ）有限公司（「本公司」）董事會（「董事會」）公佈本公司及其附屬公司 （「本集團」）就二零二五年八月的若干未經審核營運數據如下： 上述數據未經審核，乃根據本集團初步內部資料編製，鑒於收集該等銷售資料過 程中存在各種不確定因素，該等數據與本公司按年度或半年度刊發的經審核或未 經審核綜合財務報表中披露的數字可能存在差異。因此，上述數據僅供投資者參 考。投資者買賣本公司證券時務須謹慎行事，避免不恰當地依賴該等資料。如有 任何疑問，投資者應尋求專業人士或財務顧問的專業意見。 * 不包括停車位及儲藏室 承董事會命 旭輝控股（集團）有限公司 CIFI Holdings (Group) Co. Ltd. 旭 輝 控 股（ 集 團 ）有 限 公 司 （於開曼群島註冊成立的有限公司） （股份代號：00884） （債務股份代號：05261、4 ...

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]

Group 1 - The core point of the article highlights a significant rise in the stock prices of Chinese real estate companies following the announcement of new housing policies in Shenzhen, which are more lenient compared to previous policies in Beijing and Shanghai [1] - Country Garden (碧桂园) saw a stock increase of 10.42%, trading at HKD 0.53, while other companies like CIFI Holdings (旭辉控股) and Vanke (万科企业) also experienced notable gains [1] - The new policy in Shenzhen, effective from September 5, includes a substantial relaxation of purchase restrictions in non-core areas and eliminates the differentiation in mortgage rates between first and second homes [1] Group 2 - According to CITIC Securities, the new housing policy in Shenzhen is expected to stimulate demand for multiple home purchases in peripheral areas, indicating a broader trend among major cities to enhance real estate market activity [1] - The adjustments in Shenzhen's housing policies are seen as more extensive than those implemented in Beijing and Shanghai in August, suggesting a proactive approach to revitalize the real estate market [1] - Overall improvement in real estate sales performance is anticipated, contingent upon the effective implementation of policies related to inventory housing acquisition and urban village renovations, which could enhance supply-demand dynamics [1]

Core Viewpoint - The recent policy changes in Shenzhen's real estate market have led to a significant increase in the stock prices of major property companies, indicating a positive market reaction to the new regulations [1] Group 1: Market Reaction - Major property stocks such as Country Garden (碧桂园) rose by 10.42% to HKD 0.53, CIFI Holdings (旭辉控股) increased by 4.05% to HKD 0.231, Vanke (万科企业) climbed 3.07% to HKD 5.38, and Oceanwide Holdings (远洋集团) gained 2.52% to HKD 0.122 [1] Group 2: Policy Changes - Shenzhen's new real estate policy, released on September 5, significantly relaxes purchase restrictions in non-core areas, excluding specific districts, and eliminates the differentiation in commercial loan rates between first and second homes [1] - The extent of the policy relaxation in Shenzhen is greater than the measures introduced in Beijing and Shanghai in August [1] Group 3: Future Outlook - The adjustments in Shenzhen's real estate policies align with previous expectations, focusing on stimulating demand for multiple home purchases in peripheral areas [1] - Continuous improvement in overall real estate sales performance is anticipated, contingent on the effective implementation of policies related to inventory housing acquisition and urban village renovations [1]

Core Insights - The real estate industry is experiencing a differentiated landscape in the first half of 2025 due to policy adjustments and changes in market demand, with some companies achieving stable growth through precise strategies and strong product capabilities [2] Group 1: Market Focus - Market demand is concentrating in high-quality areas, with leading real estate companies directing resources towards core cities, particularly first-tier and key second-tier cities, establishing a foundation based on core urban centers [3] - First-tier cities have significantly increased their contribution to sales for real estate companies, with over 50% of sales from companies like China Merchants Shekou, Yuexiu Property, and China Jinmao coming from cities like Beijing, Shanghai, Guangzhou, and Shenzhen [3] - Second-tier cities are becoming the main battleground for expansion, with companies like Longfor and Yuanhang focusing nearly 90% of new project areas in first and second-tier cities, balancing profit and scale [3] Group 2: Company Dynamics - The market is characterized by a leading role of state-owned enterprises (SOEs) and a gradual recovery of private enterprises, enhancing industry stability through collaborative efforts in sales and land acquisition [4] - In sales, SOEs like Poly Developments and China Overseas Land & Investment dominate due to their financial advantages and brand trust, while private companies like Binjiang Group and Jianfa Real Estate are achieving positive sales growth through differentiated strategies [4] - In land acquisition, the top 100 real estate companies saw a 33.3% year-on-year increase in total land acquisition, with SOEs occupying 8 out of the top 10 positions, showcasing their role as a stabilizing force in the land market [4] Group 3: Industry Concentration and Innovation - Among the top 10 real estate companies, four, including Jianfa Real Estate and Yuexiu Property, reported positive year-on-year sales, while the overall performance of companies ranked 11-30 and 51-100 declined, indicating increased industry concentration [5] - Leading companies are enhancing product strength and optimizing investment strategies to adapt to market trends, focusing on standardization and cultural integration in product development [5] - Investment strategies are becoming more flexible and diversified, with companies like Poly Developments and China Overseas Land & Investment prioritizing quality land in core cities and participating in urban renewal projects [5] Group 4: Future Outlook - Overall, high-quality real estate companies are focusing on three main directions to build competitive advantages, indicating a shift from "scale expansion" to "quality enhancement" in the industry [6]

Core Insights - CIFI Commercial has established a core competitive barrier that supports long-term development by deeply connecting with consumers in a volatile market environment [2] - The company's ability to create theme marketing activities across multiple projects has led to significant performance improvements, showcasing its operational capabilities [2] Group 1: Performance Metrics - From July 5 to August 31, CIFI Commercial's summer event "Heartfelt Summer" achieved a 17% year-on-year increase in total foot traffic and an 11% increase in sales [2] - The "Heartfelt Summer" campaign was designed to cover the entire summer season, reinforcing the positioning of CIFI's commercial projects as summer lifestyle destinations [4] Group 2: Innovative Marketing Strategies - CIFI Commercial launched high-profile events such as the national premiere of "The Powerpuff Girls" and the first birthday party for "Peppa Pig," resulting in a 23% increase in foot traffic and over 8 million exposures on social media platforms [5] - The company effectively utilized online and offline channels, achieving a total GMV of over 600,000 yuan through a live-streaming ticket sale event on Douyin, with over 570,000 exposures and 103,000 viewers [8] Group 3: Family Engagement and Experience - CIFI Commercial targeted family customers during the summer, leading to a 15% increase in foot traffic and a 20% increase in sales at Nanchang Cmall through high-quality family-oriented activities [9] - The company introduced unique local experiences, such as the Yunnan Dai Water-Splashing Festival, which resulted in a 19% increase in foot traffic at Hefei Cmall [9] Group 4: Emotional Value and Community Building - CIFI Commercial focused on creating immersive social experiences that resonate with consumers' emotional needs, leading to a 29% increase in foot traffic at Jiaxing CIFI Plaza through a comprehensive national comic exhibition [10] - The company has developed a marketing logic centered around IP-based marketing, creating a robust thematic moat that enhances brand recognition and consumer loyalty [11]

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: 旭輝控股(集團)有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2025年9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) | 00884 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 20,000,000,000 | HKD | | 0.1 HKD | | 2,000,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 20,000,000,000 | HKD | | 0.1 HKD | | 2,000,000,000 ...

Group 1 - The core viewpoint of the article highlights the collaboration between Changsha Yihau Real Estate Co., Ltd. and CIFI Construction Management, marking the launch of the high-end residential project "Boyue Xingyunfu" [1][3] - The project is positioned as a landmark urban complex in the core CBD area, covering a total planning area of approximately 350,000 square meters, which includes luxury residential units, a five-star Marriott hotel, Grade A office buildings, a premium shopping center, and commercial districts [5][6] - The residential design adheres to the "Boyue series" standards, featuring a ceiling height of 3.15 to 3.3 meters and an effective space utilization rate of 109%, ensuring both lighting and practical space usage [6] Group 2 - Yihau Real Estate is described as a diversified group involved in real estate development, land development, new energy, listed companies, and AI technology, aiming to provide high-end products and services [3][6] - CIFI Construction Management is recognized for its significant achievements, ranking TOP2 in new signed scale among Chinese real estate construction companies in 2024 and being awarded TOP2 for annual influence in construction management in 2025 [3][6] - The project integrates high-quality educational resources from Xiangjun Future and Weixi International, covering a 12-year education phase, and offers premium property services from Yunda Water Qing Mu Hua, known for its high-end community service experience [6]