Core Viewpoint - Longfor Group has allocated approximately 950 million RMB to a payment account for the redemption of the "20 Longfor 06" bond maturing on August 7, 2023 [1] Group 1: Bond Redemption Details - The "20 Longfor 06" bond has an issuance date of August 7, 2020, with a term of 7 years (5+2) and a total issuance size of 1 billion RMB, carrying an interest rate of 4.3% [1] - The total amount for this redemption is 950.44 million RMB, which includes 907.44 million RMB in principal and 43 million RMB in interest [1] Group 2: Year-to-Date Bond Payments - Year-to-date, Longfor Group has timely redeemed multiple domestic public bonds, including the "22 Longfor 04" bond on July 3, totaling 1.766 billion RMB [1] - On July 11, the company completed a payment of 522.5 million RMB for the "20 Longfor Expansion MTN001B" bond maturing on July 15 [1] - After the completion of the "20 Longfor 06" redemption, Longfor Group has cumulatively redeemed over 10 billion RMB in public bonds this year, fully repaying all maturing credit bonds [1]

从中证香港300地产指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证香港300地产指数持仓样本的行业来看，房地产开发占比57.95%、房地产服务占比21.50%、房地 产投资信托(REITs)占比13.05%、房地产管理占比7.50%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。遇临时调整时，当中证香港300指数调整样本时，其下属的行业指 数样本随之进行相应调整。在样本公司有特殊事件发生，导致其行业归属发生变更时，将对中证香港 300行业指数系列样本进行相应调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合 并、分拆等情形的处理，参照计算与维护细则处理。 本文源自：金融界 金融界8月5日消息，上证指数高开高走，中证香港300地产指数 (H300地产，H30105)报1044.32点。 数据统计显示，中证香港300地产指数近一个月上涨1.92%，近三个月上涨10.68%，年至今上涨 17.07%。 据了解，中 ...

8月5日，有消息称，龙湖已将约9.5亿元人民币拨入兑付专户，用于兑付8月7日到期的"20龙湖06"。 据公开信息显示，"20龙湖06"起息日为2020年8月7日，发行期限7（5+2）年，发行规模人民币10亿元人 民币，利率为4.3%。根据投资者回售选择结果，本次龙湖兑付金额合计9.5044亿元人民币，包含本金 9.0744亿元及利息4300万元。 在"20龙湖06"兑付完成后，龙湖年内已累计兑付公开债超100亿元人民币，其年内到期信用债已全部偿 还完毕。 来源：金融界 今年内龙湖集团已如期兑付多笔境内公开债券。其中下半年以来，龙湖集团于7月3日如期兑付"22龙湖 04"，本息合计17.66亿元人民币；7月11日，龙湖又完成5.225亿元人民币划款，用于兑付7月15日到期 的"20龙湖拓展MTN001B"。 ...

Core Viewpoint - Longfor Group (00960) has allocated approximately RMB 950 million to a payment account for the redemption of the "20 Longfor 06" bond maturing on August 7, 2023 [1] Group 1: Bond Redemption Details - The "20 Longfor 06" bond has an issuance date of August 7, 2020, with a term of 7 years (5+2) and a total issuance size of RMB 1 billion, carrying an interest rate of 4.3% [1] - The total amount for this redemption is RMB 950.44 million, which includes principal repayment of RMB 907.44 million and interest of RMB 43 million [1] Group 2: Year-to-Date Bond Payments - Longfor Group has successfully redeemed multiple domestic public bonds this year, including the "22 Longfor 04" bond on July 3, with a total payment of RMB 1.766 billion [1] - On July 11, the company completed a payment of RMB 52.25 million for the "20 Longfor Expansion MTN001B" bond due on July 15 [1] - After the redemption of "20 Longfor 06," the total amount of public bond redemptions by Longfor in 2023 has exceeded RMB 10 billion, with all maturing credit bonds for the year fully repaid [1]

记者从独立信源处获悉，龙湖已将约9.5亿元拨入债券兑付专户，用于兑付8月7日到期的"20龙湖06"。 公开信息显示，"20龙湖06"起息日为2020年8月7日，发行期限7（5+2）年，发行规模10亿元人民币，利 率4.3%。根据投资者回售选择结果，本次龙湖兑付金额合计9.5044亿元，包含本金9.0744亿元及利息 4300万元。在"20龙湖06"兑付完成后，龙湖年内已累计兑付公开债超100亿元人民币。（智通财经记者 李洁） ...

转自：智通财经 【独家|龙湖完成9.5亿元"20龙湖06"兑付 年内累计兑付公开债超百亿】智通财经8月5日电，记者从独立 信源处获悉，龙湖已将约9.5亿元拨入债券兑付专户，用于兑付8月7日到期的"20龙湖06"。公开信息显 示，"20龙湖06"起息日为2020年8月7日，发行期限7（5+2）年，发行规模10亿元人民币，利率4.3%。 根据投资者回售选择结果，本次龙湖兑付金额合计9.5044亿元，包含本金9.0744亿元及利息4300万元。 在"20龙湖06"兑付完成后，龙湖年内已累计兑付公开债超100亿元人民币。（智通财经记者 李洁） ...

2025年7月，北京新建商品住宅供需双双走弱，累计网签36.56万平。北京宅地市场供应节奏放缓，成交2宗地块，分别位于昌平和延庆，规 划建面合计12.65万平，土地出让金19.29亿元，成交楼面均价15254元/平，地块均底价成交。 | | | | 2025年1-7月北京房地产企业 | | | | --- | --- | --- | --- | --- | --- | | | | | 销售业绩TOP20 | | | | | | 销售额 | | 企业名称 | 销售面积 | | 排名 | 企业名称 | (亿元) | 排名 | | (万m2) | | 1 | 二月十九年四 | 279.9 | 1 | 中海地产 | 42.6 | | | 束润量抑 | 224.3 | 2 | 走润量城 | 41.5 | | 3 | 成秀地产 | 195.8 | 3 | 北京城建 | 28.9 | | 4 | 中建智地 | 137.2 | 4 | 首开股份 | 26 ! | | 5 | 招商蛇口 | 130.9 | 5 | 中建智地 | 23.6 | | 6 | 建发房产 | 110.0 | 6 | 越秀地产 | 23.4 | | 7 ...

底价成交 《华夏时报》记者了解到，新城东区二期地块位于昌平南邵镇北六环区域外，距离地铁昌平线北邵洼站 步行约800米。该宗地块的土地面积为6.27万平米，总建筑规模为9.03万平米，起始价为13.69亿元。 房地产土拍市场出现了一个有趣现象，央国企持续担任主力军的角色，而一些"名不见经传"的民企也开 始在市场上扫货。 7月31日，北京昌平的新城东区二期地块成功出让，而拿地的房企为成立不久的北京新恩祥睿泽置业有 限公司（下称：新恩祥睿泽），其背后为河北武安市明芳房地产开发有限公司（下称：明芳地产）。 《华夏时报》记者了解到，龙湖集团控股有限公司（00960.HK）（下称：龙湖集团）旗下的龙湖龙智 造将参与地块项目的代建。 8月1日，关于此次拿地以及未来一段时间的拿地计划，《华夏时报》记者在太行钢铁官网进行了采访需 求留言，但截至发稿未得到回复。 《华夏时报》记者注意到，近期，许多民营房企新身影现身土拍市场。7月底，位于上海徐汇的横复地 块成交，成交价约12.25亿元，溢价率为22.38%，成交楼面价达到20.03万元/平米，而将这一明星地块收 入囊中的是上海祺祥旺宇置业有限公司，在今年1月份才成立，唯一股东是自 ...

Core Insights - The real estate market in July experienced a seasonal decline in supply and demand, reflected in the sales performance of real estate companies [2][4] - The total sales amount of the top 100 real estate companies from January to July was 20,730.1 billion yuan, a year-on-year decrease of 13.3% [4] - The sales performance of leading real estate companies remained stable, with the top 10 companies showing a sales threshold increase of 5% year-on-year [2][4] Sales Performance - In July, the sales amount of the top 100 real estate companies decreased by 18.2% year-on-year [2][6] - The top three companies by sales in the first seven months were Poly Developments (1,632 billion yuan), Greentown China (1,368 billion yuan), and China Overseas Land & Investment (1,319 billion yuan) [3][4] - The number of "billion-dollar" real estate companies increased to five this year, with an average sales amount of 1,320.1 billion yuan [11] Market Trends - The overall transaction volume of new homes in 30 key cities was 836 million square meters in July, down from 1,034 million square meters in June [14] - The cumulative transaction volume for the first seven months remained roughly flat compared to the previous year [14] - The market is expected to see a low-level fluctuation in new home transactions, with a projected year-on-year decline of less than 5% [14] Policy and Future Outlook - The Central Political Bureau meeting emphasized the need for stable and flexible macroeconomic policies to boost market confidence [15] - Various cities have introduced new policies to enhance supply quality and meet diverse housing needs, including optimizing public housing loan policies [15] - The real estate market is still in a phase of adjustment, with structural opportunities in "good cities + good houses" expected to emerge [15]

Core Viewpoint - The China Securities Hong Kong Stock Connect Real Estate Index has shown positive performance over the past month, three months, and year-to-date, indicating a strong recovery in the real estate sector [2]. Group 1: Index Performance - The China Securities Hong Kong Stock Connect Real Estate Index increased by 3.04% over the past month, 9.88% over the past three months, and 13.08% year-to-date [2]. - The index is based on a sample of up to 50 eligible Hong Kong-listed companies that reflect the overall performance of the real estate sector [2]. Group 2: Index Composition - The top ten weighted companies in the index are: Sun Hung Kai Properties (14.11%), Beike-W (12.73%), China Resources Land (10.83%), Cheung Kong Property (7.94%), China Overseas Land & Investment (6.28%), Wharf Real Estate Investment (4.72%), Sino Land (4.39%), Henderson Land Development (4.22%), Longfor Group (2.85%), and Wharf Holdings (2.83%) [2]. - The index is composed entirely of real estate companies, with 100% of its holdings in the real estate sector [3]. Group 3: Index Adjustment Mechanism - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or when new companies meet the criteria for inclusion [3].