1. 摩根大通：新城发展控股传发美元债，意味非国企离岸债券市场可能重新开放。 2. 年内土地储备专项债券发行超千亿元，涉及442个项目，24只专项债券。 3. 美国上周再融资或购房抵押贷款申请激增，创4月初以来最大升幅。 4. 韩国央行行长：过度降息和刺激措施可能导致房地产市场价格上涨。 5. 丰树集团2024/25财年实现22亿新元营收，股东净利为6.374亿新元。 金十数据整理：每日房地产行业动态汇总（2025-06-12） 6. 人民银行上海分行等九部门联合发文，提出扩大绿色贷款和转型贷款规模。 ...

摩根大通：新城发展控股传发美元债 意味非国企离岸债券市场可能重新开放 金十数据6月12日讯，摩根大通发表报告指，新城发展控股(01030.HK)建议发行美元计值优先票据，可 能会成为两年来第一家发行美元债券的非国企开发商，这意味著非国企开发商离岸债券市场可能会重新 开放，对该行业而言是方向性利好。从股票的角度来看，该行认为这只是象征性的举动，而非能让公司 完全走出困境的复苏之举。该行认为，改善营运现金流是令开发商复苏的更持久方法。因此，如果有新 政策刺激房地产的销售会更加令人人振奋。 ...

新城发展在港交所公告，公司建议进行美元计值优先票据的国际发售，并将向机构投资者展开一连串推 介会。公司拟将建议票据发行所得款项用于为同步购买要约提供资金。 ...

智通财经6月10日电，从知情人士处获悉，新城控股的母公司新城发展正在推进美元发行工作，预计发 行额度在2.5亿美元至3亿美元之间。知情人士介绍，目前新城方面已经选定四家券商，包括国泰君安国 际、海通国际、花旗、中信里昂。 (智通财经) 新城发展拟发行美元债 额度2.5亿至3亿美元 ...

民营房企正试图重启境外融资。 6月9日，智通财经从知情人士处获悉，新城控股（601155.SH）的母公司新城发展（01030.HK）正在推 进美元发行工作，预计发行额度在2.5亿美元至3亿美元之间。 知情人士介绍，目前新城方面已经选定四家券商，包括国泰君安国际、海通国际、花旗、中信里昂。 对于此次路演，外界此前解读为新城发展今年7月到期的3亿美元债和新城控股今年10月到期的3亿美元 债务做再融资进行准备。 综合新城发展和新城控股近期的非公开表态可以获悉，美元债之外，新城方面已经提前铺排，并利用公 司的持有物业吾悦广场做了相关的融资准备。 截至目前，新城控股正在沟通由中债增担保的中期票据，发行额度大概在15亿元至20亿元之间；同时还 有4个资产包在和金融机构沟通融资事宜，这些融资的用途均是偿还美元债。 据上海证券交易所6月3日信息，交易所已经受理"国金资管-吾悦广场持有型不动产资产支持专项计 划"，拟发行金额为5.63亿元，品种为ABS，原始权益人为上海睿硕创企业管理有限公司。 新城发展是首家重启境外资本市场融资的民营房企，也是年内第二家境外融资的房企。今年2月18日， 混合所有制企业绿城中国（03900.HK ...

近年低调的新城系主动出击，想重新获取资本市场的信任。 5月的倒数第二周，实控人王振华之子王晓松带队在中国香港和新加坡进行了两场非公开的路演活动。王晓松是香港上 市主体新城发展（01030.HK）的董事会主席和境内开发主体、A股上市公司新城控股（601155.SH）的董事长。参与路 演的还有新城控股高级副总裁及商管公司总裁管有冬、新城控股董事会秘书李峰。 对于此次路演，外界此前解读为新城发展今年7月到期的3亿美元债和新城控股今年10月到期的3亿美元债务做再融资进 行准备。 对于这次路演的目的，新城解释称，想跟投资人重新认识，并希望了解投资人对现阶段的中国商业地产和住宅地产是何 种态度，会不会继续支持新城。 新城同时表示，如果投资人仍然认可新城并继续支持，而市场又有窗口机会，则会考虑发行美元债；如果市场不如意， 公司也做好了用自有资金偿还美元债的准备。新城方面表示，目前还没完整的计划。 正有序缩减开发业务，保交付工作基本已经完成 庆幸最近几年未拿地的新城，正在缩减地产开发业务。 新城介绍，2025年计划竣工面积550万平方米，竣工面积不到2024年的40%，正有序缩减开发业务，出清低毛利项目， 展现了公司业务转型 ...

新城发展考虑在境内发行担保债券，计划筹资15至20亿元人民币。（彭博） ...

新城发展公告，2025年4月集团实现合约销售金额约人民币17.61亿元，合约销售面积约22.83万平方米。 2025年1月至4月累计合同销售金额约人民币68.63亿元，累计销售面积约88.6万平方米。于2025年4月， 本集团房地产出租物业共174个，总建筑面积约1604.4万平方米。2025年4月份租金收入约人民币10.59亿 元，商业运营收入约人民币11.35亿元。2025年1月至4月累计租金收入约人民币42.75亿元，累计商业运 营收入约人民币45.83亿元。 ...

港股地产股跳水，融创中国(01918.HK)跌超3%，此前一度涨约10%，新城发展(01030.HK)跌近3%，绿 城服务(02869.HK)跌超2%。 ...

Financial Performance - For the year ended December 31, 2024, Seazen Group Limited reported revenue of RMB 89,226,520, a decrease of 25.3% compared to RMB 119,463,530 in 2023[14]. - Profit before income tax for 2024 was RMB 4,193,946, down 16.4% from RMB 5,019,671 in 2023[14]. - The net profit attributable to equity holders of the Company for 2024 was RMB 491,312, a decline of 44.1% from RMB 879,296 in 2023[14]. - Basic earnings per share for 2024 was RMB 0.07, down from RMB 0.12 in 2023, reflecting a decrease of 41.7%[14]. - The Group's revenue for the year ended December 31, 2024, amounted to RMB 89,226.5 million, a decrease from RMB 119,463.5 million in 2023, primarily due to the downturn in the real estate industry[53]. - Revenue from property sales decreased to RMB 76,041.0 million in 2024 from RMB 107,336.4 million in 2023, reflecting a significant contraction in the property business[54]. - The gross profit for the year ended December 31, 2024, was approximately RMB 14,984.4 million, with a gross profit margin of 16.8%, an increase of 3.3 percentage points from the previous year[62]. - The Group recorded a gross profit of approximately RMB14,984.4 million with a gross profit margin of 16.8% for the year ended December 31, 2024, an increase of 3.3 percentage points from 13.5% in the previous year[67]. - Net profit attributable to equity holders of the Company amounted to approximately RMB491.3 million for the year ended December 31, 2024, representing a year-on-year decrease of 44.1%[77]. Assets and Liabilities - Total assets decreased to RMB 309,124,937 in 2024 from RMB 377,088,556 in 2023, representing a decline of 18.1%[14]. - Total liabilities also decreased to RMB 222,335,178 in 2024 from RMB 286,579,215 in 2023, a reduction of 22.4%[14]. - The Company reported a total capital and reserves attributable to equity holders of RMB 86,789,759 in 2024, a decrease from RMB 90,509,341 in 2023[14]. - Non-controlling interests decreased to RMB 40,435,935 in 2024 from RMB 44,637,346 in 2023, a decline of 9.8%[14]. - The total borrowings of the Group amounted to RMB57.73 billion as of December 31, 2024, with a net debt-to-equity ratio of 53.8%[82]. Market Strategy and Expansion - The Company is focusing on market expansion and new product development as part of its future strategy[14]. - Seazen Group Limited is actively exploring potential mergers and acquisitions to enhance its market position[14]. - The company plans to expand its market presence by developing new residential and complex projects in cities such as Nanjing, Xuzhou, and Fuyang, focusing on areas with high demand[20]. - The Group's strategy includes expanding its presence in various provinces, focusing on both residential and complex projects[32]. - The Group's future outlook includes continued expansion in the Greater Bay Area and other regions, with significant land resources available for development[42]. Property Development and Leasing - The total leasable area across major properties is approximately 6,000,000 sq.m., with an accumulated contracted area of about 4,500,000 sq.m., indicating a leasing rate of approximately 75%[19]. - The total number of residential projects under development is 15, with a combined leasable area exceeding 3,000,000 sq.m.[20]. - The company has completed several projects, including the Chuzhou Tianchang Project with a leasable area of 607,864 sq.m. and an accumulated contracted area of 449,627 sq.m., achieving a leasing rate of approximately 74%[20]. - The company is actively pursuing market expansion with multiple projects under development across various cities, including Wenzhou, Fuzhou, and Qingdao[22]. - The total number of completed residential projects is 15, with a combined leasable area of approximately 2,000,000 sq.m.[21]. Financial Management and Investments - The Group's cash balances totaled approximately RMB 10,618.3 million, a decrease of 45.5% from RMB 19,499.9 million in 2023[89]. - The Group raised approximately HKD 1,559.79 million from the Rights Issue, with HKD 623.92 million utilized for repayment of a syndicated loan and the remaining HKD 935.87 million reallocated for repayment of offshore loans[91][93]. - The Group's strategy to adopt a more prudent approach regarding land acquisitions aligns with the overall interests of the Company and its shareholders[95]. - The Group's total accumulated contracted area as of December 31, 2024, was 67,091,828 sq.m.[44]. - The Group's financial condition is impacted by various risks, including liquidity and foreign exchange risks, which require ongoing management and assessment[156]. Governance and Leadership - The company has a diverse Board with members holding significant experience in finance, law, and management[119][121][125]. - The company continues to prioritize experienced leadership to navigate market challenges and opportunities[119][120]. - The Board's composition reflects a commitment to governance and compliance with listing rules[126][128]. - The company is focused on enhancing its ESG initiatives under the leadership of Mr. Zhou and Mr. Wang[117][120]. Market Conditions and Challenges - The Group's business performance is heavily reliant on the property market in mainland China, which is subject to various economic, political, and regulatory changes[153]. - The PRC property market is volatile, with potential undersupply or oversupply of properties and significant price fluctuations, which could adversely affect demand[158]. - The management is committed to prudent operations and will adjust supply structures and marketing strategies to mitigate risks[159]. - The Group does not currently have a foreign currency hedging policy, exposing it to foreign exchange risks from fluctuations in HKD and USD against RMB[162].