(本文来自第一财经) 万科企业涨超12%，远洋集团、融创中国涨超8%，新城发展控股、龙湖集团均涨超6%，越秀地产等跟 涨。 ...

格隆汇8月25日｜港股内房股震荡上升，万科企业涨超12%，远洋集团、融创中国涨超8%，新城发展控 股、龙湖集团均涨超6%，越秀地产等跟涨。 消息面上，央行第二季度中国货币政策执行报告指出，下一阶段要持续巩固房地产市场稳定态势，完善 房地产金融基础性制度，助力构建房地产发展新模式。 ...

Group 1 - The core viewpoint is that top shopping centers exhibit strong stability, contrary to the market perception that they are vulnerable to economic downturns and online consumption impacts [2][6] - Despite a projected decline in retail sales growth in major cities like Beijing and Shanghai, top shopping centers have managed to achieve retail sales growth, with specific centers reporting increases of 30%, 6%, and 26% year-on-year [2][3] - The success of top shopping centers is attributed to their ability to attract consumer traffic and popular brands, creating a positive cycle of customer flow and brand presence, which helps maintain rental income stability [2][4] Group 2 - High-end shopping centers are facing challenges due to economic fluctuations, but those in stable competitive environments can still achieve retail growth by attracting fast-growing brands and upgrading their offerings [3][6] - The competitive advantage of shopping centers is not solely based on location or operational capabilities, but rather on their ability to provide an engaging shopping experience, known as "walkability" [4][5] - A robust management system is crucial for commercial real estate companies, as it differentiates them in a market where operational know-how is not scarce [5][7] Group 3 - Top shopping centers and commercial real estate companies are considered valuable assets, maintaining stability even during economic downturns by leveraging their scale advantages and effective marketing strategies [6][7] - Companies that excel in commercial real estate should possess strong management capabilities, stable existing shopping centers, and the ability to successfully launch new projects [7]

Group 1 - The core viewpoint of the article indicates that New Town Development (01030.HK) reported a profit attributable to equity holders of approximately RMB 959 million for the same period last year [1] - For the six months ending June 30, 2025, the company expects profit attributable to equity holders to be between approximately RMB 500 million and RMB 700 million [1] - The expected decline in profit is primarily due to a downturn in the industry leading to a decrease in revenue from real estate development [1]

新城发展(01030)发布公告，对比去年同期本公司权益持有人应占溢利约人民币9.59亿元，截至2025年6 月30日止6个月本公司权益持有人应占溢利预期将约人民币5亿元至人民币7亿元，预期下降主要是由于 行业下行导致房地产开发收入下降。 ...

Group 1 - The core viewpoint of the article indicates that New City Development (01030) has announced a significant decline in expected profit for the upcoming six months, projecting a profit attributable to equity holders of approximately RMB 500 million to RMB 700 million, compared to RMB 959 million in the same period last year [1] - The expected decline in profit is primarily attributed to a downturn in the industry, which has led to a decrease in revenue from real estate development [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。 SEAZEN GROUP LIMITED 新城發展控股有限公司 （於 開 曼 群 島 註 冊 成 立 的 有 限 責 任 公 司） （股 份 代 號：1030） 盈利警告 本公告乃由新城發展控股有限公司（「本公司」，連 同 其 附 屬 公 司 統 稱「本集團」） 根據香港聯合交易所有限公司證券上市規則（「上市規則」）第13.09條及證券及期 貨條例（香 港 法 例 第571章）第XIVA部項下的內幕消息條文（定 義 見 上 市 規 則）而 作 出。 – 1 – 本 公 司 股 東 及 有 意 投 資 者 在 買 賣 本 公 司 股 份 時，務 請 審 慎 行 事。 承董事會命 新城發展控股有限公司 董事長 王曉松 中 國，二 零 二 五 年 八 月 十 九 日 – 2 – 本公司董事（「董 事」）會（「董事會」）謹 此 知 會 本 公 司 股 東 ...

格隆汇8月19日丨新城发展(01030.HK)公告，公司将于2025年8月29日(星期五)举行董事会会议，藉以(其 中包括)审批公司及其子公司于截至2025年6月30日止6个月的中期业绩及其发布，并考虑派付中期股息 (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。 SEAZEN GROUP LIMITED 新城發展控股有限公司 （於 開 曼 群 島 註 冊 成 立 的 有 限 責 任 公 司） （股 份 代 號：1030） 承董事會命 新城發展控股有限公司 董事長 王曉松 中 國，2025年8月19日 本公告乃根據香港聯合交易所有限公司證券上市規則第13.43條 而 作 出。 新城發展控股有限公司（「本公司」）董 事（「董 事」）會（「董事會」）謹 此 宣 佈，本 公 司 將 於2025年8月29日（星 期 五）舉 行 董 事 會 會 議，藉 以（其 中 包 括）審批本公司及其 子公司於截至2025年6月30日 止 六 個 月 的 中 期 業 績 及 其 發 佈，並 考 慮 派 付 中 期 股 息（如 有）。 於 本 公 告 日 期，董 事 包 括 執 行 董 事 呂 小 平 先 生、陸 忠 明 先 生 及 ...

Group 1 - The Hong Kong real estate stocks saw an initial rise, with Midea Real Estate experiencing a notable increase of 15%, while other companies like Oceanwide Group, Sunac China, Longfor Group, Country Garden, and R&F Properties rose over 3% [1] - On August 18, Premier Li Qiang emphasized the need for strong measures to stabilize the real estate market and promote urban renewal, including the renovation of urban villages and dilapidated houses to release improvement demand [1] - Midea Real Estate announced a profit upgrade, expecting a profit attributable to shareholders from continuing operations to be between 250 million to 350 million yuan for the first half of 2025, compared to 140 million and 142 million yuan in the same period last year [1] Group 2 - Oceanwide Group's subsidiary, Beijing Oceanwide Holdings Group Co., Ltd., announced a domestic debt restructuring plan, with a creditor meeting scheduled from September 9 to September 12, involving 7 company bonds and 3 PPNs, totaling 18.05 billion yuan [1] - Country Garden announced that it is seeking strong support from creditors holding a significant amount of existing debt for its restructuring plan [1] - The stock performance of various real estate companies included Midea Real Estate at 5.120 yuan with an increase of 8.47%, Oceanwide Group at 0.121 yuan with a rise of 3.42%, and Longfor Group at 0.930 yuan with a gain of 3.33% [1]