Group 1 - The real estate industry has seen positive financing news since September, with several companies successfully issuing bonds and notes, indicating a potential recovery in market confidence [1][2] - Credit bonds are the mainstay of financing, accounting for 60.1% of the total financing in the first eight months of 2023, which supports the reduction of the industry's asset-liability ratio [1][2] - The issuance of credit bonds allows companies to replace high-interest debt, thereby reducing financing costs and easing debt repayment pressures [2][3] Group 2 - A new financing model focusing on project-based funding rather than company-based funding has been established, with a "white list" mechanism facilitating the financing of over 7 trillion yuan for housing projects [2][3] - Innovative financing tools such as operating property loans and public REITs are being widely utilized, shifting the focus from increasing new financing to activating existing assets [3][4] - The reopening of overseas financing channels for private real estate companies, although limited in scale, signals an improvement in market expectations and creditworthiness [3][4] Group 3 - The successful issuance of bonds by New City Development marks a significant step for private real estate companies in accessing international capital markets, enhancing their credit profile [4] - The ongoing improvement in financing conditions and proactive transformation efforts by companies are expected to lead the real estate industry towards a healthier development ecosystem [5]

智通财经APP讯，龙湖集团(00960)发布公告，于2025年9月26日，根据有关2024年度末期股息的以股代 息计划发行及配发新股份5445.17万股。 ...

龙湖集团(00960)发布公告，于2025年9月26日，根据有关2024年度末期股息的以股代息计划发行及配发 新股份5445.17万股。 ...

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： 龍湖集團控股有限公司 呈交日期： 2025年9月26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) 00960 | 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（不包括庫存股份）數 目 | | 佔有關事件 ...

Core Viewpoint - The Hong Kong real estate stocks have shown a significant upward trend, driven by recent policy optimizations aimed at supporting reasonable housing demand across various cities in China [1] Company Performance - Country Garden saw an increase of over 5% in its stock price, while China Overseas Macro Group rose by 4% and Ronshine China by 3.5% [2] - Other notable performers include Vanke Enterprises, Longfor Group, and Oceanwide Holdings, each rising nearly 3%, and China Jinmao increasing by 2% [2] Policy Developments - Multiple cities in China have recently optimized real estate policies, including Dongguan offering a subsidy of 2% of the total purchase price for eligible homebuyers, capped at 30,000 yuan [1] - Sichuan is implementing a "one city, one policy" approach to stabilize the real estate market, while Guangzhou has introduced new policies allowing property companies to sell self-held housing [1] - Major cities like Beijing, Shanghai, and Shenzhen have adjusted their purchase restrictions, indicating a broader trend of policy support for the housing market [1] - New first-tier cities are reportedly studying the latest real estate policies to further stimulate housing demand and enhance purchase support [1]

Core Viewpoint - The Chinese real estate stocks experienced a collective surge, driven by government measures aimed at stabilizing the market and boosting housing demand [1] Group 1: Stock Performance - Longfor Group (00960) rose by 6.14%, trading at HKD 12.1 [1] - Vanke Enterprises (02202) increased by 4.09%, trading at HKD 5.6 [1] - Country Garden (02007) saw a rise of 5.26%, trading at HKD 0.6 [1] - Sunac China (01918) gained 3.16%, trading at HKD 1.63 [1] Group 2: Government Policies - The State Council emphasized the need for strong measures to consolidate the real estate market's stabilization during its ninth plenary session in August [1] - Major cities like Beijing, Shanghai, and Shenzhen have introduced new housing policies to benefit homebuyers [1] - Several new first-tier cities are studying the latest real estate policies to stimulate housing demand and enhance purchasing support [1] Group 3: Market Outlook - Guotai Junan Securities reported that the optimization of purchase restrictions in first-tier cities, combined with seasonal demand, is expected to improve the fundamentals of the real estate sector [1] - August real estate data indicates a continued need for more policies to drive the market towards stabilization [1] - The current valuation of the real estate sector is considered low, suggesting a buying opportunity for investors [1]

Core Viewpoint - The Chinese real estate sector is experiencing a rally, with major property stocks seeing significant gains following government measures aimed at stabilizing the market [1] Group 1: Market Performance - Major property stocks such as Longfor Group (00960) rose by 6.14% to HKD 12.1, Vanke (02202) increased by 4.09% to HKD 5.6, Country Garden (02007) climbed 5.26% to HKD 0.6, and Sunac China (01918) gained 3.16% to HKD 1.63 [1] Group 2: Government Policies - The State Council emphasized the need for strong measures to consolidate the real estate market's recovery during its ninth plenary session in August [1] - Major cities like Beijing and Shanghai have introduced new policies to support homebuyers, indicating a multi-faceted approach to stimulate demand [1] - Several new first-tier cities are also studying the latest policy measures to further boost housing demand and provide targeted support for home purchases [1] Group 3: Market Outlook - Guotai Junan Securities reported that recent policy optimizations in first-tier cities, combined with seasonal demand, are expected to improve the fundamentals of the real estate market [1] - August real estate data suggests that more policies are needed to drive the market towards stabilization, with ongoing expectations for additional policy support [1] - The current valuation of the real estate sector is considered low, suggesting a potential opportunity for investors to accumulate real estate stocks at lower prices [1]

LONGFOR GROUP HOLDINGS LIMITED 龍湖集團控股有限公司 (Incorporated in Cayman Islands with limited liability) （在開曼群島註冊成立之有限公司） （Hong Kong Stock Code╱香港股份代號：960） NOTIFICATION LETTER 通知信函 26 September 2025 Dear Non-registered Shareholder (Note 1), Longfor Group Holdings Limited (the "Company") Notice of Publication of 2025 Interim Report (the "Current Corporate Communication") The English and Chinese versions of the Company's Current Corporate Communication are available on the Company's website at www.longfor.com and th ...

LONGFOR GROUP HOLDINGS LIMITED 龍湖集團控股有限公司 (Incorporated in Cayman Islands with limited liability) （在開曼群島註冊成立之有限公司） （Hong Kong Stock Code╱香港股份代號：960） NOTIFICATION LETTER 通知信函 26 September 2025 Dear Registered Shareholder, Longfor Group Holdings Limited (the "Company") Notice of Publication of 2025 Interim Report (the "Current Corporate Communication") The English and Chinese versions of the Company's Current Corporate Communication are available on the Company's website at www.longfor.com and the website of ...

目錄 Contents | 2 | 公司資料 | Corporate Information | | --- | --- | --- | | 4 | 集團架構 | Group Structure | | 5 | 業績亮點 | Performance Highlights | | 6 | 主要投資物業 | Major Investment Properties | | 12 | 主要物業權益表 | Schedule of Principal Properties | | 20 | 主席報告 | Chairman's Statement | | 23 | 管理層討論及分析 | Management Discussion and Analysis | | 36 | 權益披露 | Disclosure of Interests | | 40 | 企業管治及其他資料 | Corporate Governance and Other Information | | 43 | 簡明綜合財務報表審閱報告 | Report on Review of Condensed Consolidated Financial Statem ...