格隆汇8月12日丨旭辉控股集团(00884.HK)公告，公司将于2025年8月22日(星期五)举行董事会会议，藉 以(其中包括)批准公司及其附属公司截至2025年6月30日止6个月中期业绩及刊发其公告，以及考虑派发 中期股息(如有)。 ...

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。 主席 林中 （股份代號：00884） 董事會會議日期 旭輝控股（ 集團 ）有限公司（「本公司」）之董事會（「董事會」）謹此宣佈，本公司將於 二零二五年八月二十二日（ 星期五 ）舉行董事會會議，藉以（ 其中包括 ）批准本公司 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及刊發其公告，以 及考慮派發中期股息（ 如有 ）。 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） 香港，二零二五年八月十二日 於 本 公 告 日 期 ， 董 事 會 成 員 包 括 執 行 董 事 林 中 先 生 、 林 偉 先 生 、 汝 海 林 先 生 、 楊 欣 先 生 及 葛 明 先 生 ； 以 及 獨 立 非 執 行 董 事 ...

2025年1—7月，旭辉控股集团录得累计合同销售（连合营企业及联营公司的合同销售）金额约人民币 112.0亿元，合同销售面积约108.06万平方米，合同销售均价约人民币10800元/平方米。 2025年7月，旭辉控股集团录得合同销售（连合营企业及联营公司的合同销售）金额约人民币10.4亿 元，合同销售面积约9.13万平方米，合同销售均价约人民币12800元/平方米。 央广网北京8月12日消息（记者门庭婷）8月11日，旭辉控股集团发布2025年7月的未经审核营运数据。 ...

新京报贝壳财经讯8月11日，旭辉控股发布7月业绩公告，公告显示，2025年7月，旭辉录得合同销售金 额约10.4亿元，合同销售面积约9.13万平方米，合同销售均价为12800元/平方米。 整体上看，今年前7个月，旭辉控股累计合同销售金额为112亿元，合同销售面积为108.06万平方米，合 同销售均价为10800元/平方米，股东应占合同销售金额为58.7亿元。 ...

Group 1: Policy Announcement - Dongguan City Housing and Urban-Rural Development Bureau announced the collection of existing commercial housing for use as affordable housing, prioritizing properties from real estate companies facing imminent debt repayment issues [1] Group 2: Sales Performance - China Jinmao reported a sales amount of 8.46 billion yuan in July, with a signed sales area of approximately 376,600 square meters [2] - Hopson Development disclosed a total contract sales amount of approximately 1.12 billion yuan in July, with property contract sales around 894 million yuan and renovation contract sales about 225 million yuan [3] - CIFI Holdings announced a contract sales amount of approximately 1.04 billion yuan in July, with a contract sales area of about 91,300 square meters and an average contract sales price of 12,800 yuan per square meter [4] - New城控股 reported a contract sales amount of approximately 1.66 billion yuan in July, with a sales area of about 214,000 square meters [5]

北京商报讯（记者 王寅浩 李晗）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。 ...

Core Viewpoint - CIFI Holdings Group (00884) reported a significant increase in contract sales for July 2025, with total sales amounting to approximately RMB 1.04 billion and a sales area of about 91,300 square meters, indicating a strong performance in the real estate market [1] Group 1: Monthly Performance - In July 2025, the company achieved contract sales of approximately RMB 1.04 billion, with a contract sales area of around 91,300 square meters and an average contract sales price of approximately RMB 12,800 per square meter [1] - The company's equity attributable to shareholders from contract sales in July 2025 was approximately RMB 600 million [1] Group 2: Year-to-Date Performance - From January to July 2025, the company recorded cumulative contract sales of approximately RMB 11.2 billion, with a total sales area of about 1,080,600 square meters and an average contract sales price of approximately RMB 10,800 per square meter [1] - The equity attributable to shareholders from cumulative contract sales for the first seven months of 2025 was approximately RMB 5.87 billion [1]

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。 CIFI Holdings (Group) Co. Ltd. 旭 輝 控 股（ 集 團 ）有 限 公 司 承董事會命 旭輝控股（集團）有限公司 主席 林中 香港，二零二五年八月十一日 （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、40316、40464、40519、40681、40682） 二零二五年七月的未經審核營運數據 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」）就二零二五年七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 ...

Core Insights - The real estate industry is undergoing a transformation period, leading to significant personnel adjustments as companies adapt to a new competitive landscape [1][2][3] - From January to July 2025, over 50 executive changes occurred within real estate companies, with a notable focus on the marketing sector due to its direct impact on performance and market responsiveness [1][2][3] - Companies are increasingly hiring versatile talents who possess both product design and marketing experience to enhance the synergy between product development and marketing efforts [1][7][8] Executive Changes - Major real estate firms, including Poly Developments, China Overseas Land & Investment, and China Merchants Shekou, have experienced significant executive turnover, particularly in city management roles [2][3] - China Overseas has entered a phase of frequent executive changes, with multiple city managers being reassigned in June 2025 [2][3] - In the first half of 2025, 31 out of 65 monitored real estate companies executed 47 executive changes, with a notable increase in adjustments during the second quarter [3][4] Marketing Sector Focus - The "Chief Marketing Officer" position has seen increased turnover due to performance pressures and strategic shifts, with companies like China Jinmao and China Overseas consolidating marketing functions at headquarters [5][6] - China Overseas reported a significant decline in sales and profits, with its Northern region's sales halving from 911.2 billion to 559.4 billion yuan, prompting leadership changes [5][6] - The departure of key marketing executives often correlates with underperformance, as these roles are critical for driving revenue growth [6][7] Strategic Adjustments - Companies are streamlining their organizational structures and enhancing management capabilities to adapt to the evolving market landscape [4][7] - The integration of product and marketing functions is becoming a common practice among real estate firms to meet the rising demand for quality and differentiation in products [7][8] - The shift towards a focus on product quality is essential as the new home market transitions from a demand-driven phase to one centered on improvement needs [8]

Core Viewpoint - The restructuring of real estate companies has entered a critical phase, with an increasing focus on debt reduction and debt-to-equity swaps becoming mainstream, facilitating risk clearance in the industry [1][3]. Group 1: Debt Restructuring Trends - As of August 4, 2025, 60 distressed real estate companies have disclosed progress in debt restructuring or bankruptcy reorganization, with 42 companies reporting restructuring, and 16 completing all or part of their debt restructuring [5][19]. - Among the 16 companies that completed restructuring, 8 received approval for their plans in 2025, indicating a significant acceleration in the pace of debt restructuring [5][19]. - Four companies have initiated bankruptcy reorganization, while five H-share companies have been ordered to liquidate [6][19]. Group 2: Debt-to-Equity Swaps - Debt-to-equity swaps are becoming a standard feature in restructuring plans, with cash buybacks, debt extensions, and debt-to-equity swaps being the primary methods employed [9][19]. - Most companies are targeting a debt reduction ratio of around 70%, and the time taken for plan approvals has decreased [9][19]. Group 3: Characteristics of Restructuring Plans - Each company's restructuring plan has unique features, with the core objective being debt reduction [15][19]. - Notable examples include Longguang's successful restructuring of 22 billion yuan in domestic debt within 20 days, and Sunac's full debt-to-equity swap for its offshore debt, aiming for a win-win situation [15][19]. - Jinke's bankruptcy reorganization is nearing completion, with 2.6 billion yuan in investment funds fully received [15][19]. Group 4: Industry Risk Clearance - The progress in debt restructuring reflects the ongoing negotiation and balance between real estate companies and their creditors, with the goal of achieving a stable market [16][18]. - The central government has introduced measures to stabilize the real estate market, which is expected to support companies in returning to normal operations post-restructuring [18].