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新城发展拟发行美元计值优先票据
Mei Ri Jing Ji Xin Wen· 2025-06-12 01:31
免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 (文章来源:每日经济新闻) 新城发展方面表示,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。同步购买要约包括 公司以现金购买尚未偿还的2025年7月票据及2025年10月票据发行人以现金购买尚未偿还的2025年10月 票据。 目前,公司已向新交所申请批准票据于新交所正式上市名单上市及报价。票据预期将获Standard & Poors Rating Services评定为B-级。 新城发展是民营房企新城控股(SH601155,股价13.41元,市值302亿元)的母公司,此前有消息称新城 发展筹备美元债发行工作,预计发行额度在2.5亿—3亿美元之间,但公司方面暂未对该消息作出正面回 应。 6月12日,新城发展(HK01030,股价2.27港元,市值160亿港元)发布公告称,公司建议进行美元计值 优先票据的国际发售,并向机构投资者展开一连串推介会。 根据公告,票据的定价(包括本金总额、发售价及利率)将由国泰君安证券(香港)有限公司、海通国 际证券有限公司、Citigroup Global Markets Limited、 ...
整理:每日港股市场要闻速递(6月12日 周四)
news flash· 2025-06-12 01:16
Individual Company News - Horizon Robotics (09660.HK) plans to conduct a placement of 681 million shares, raising approximately HKD 4.674 billion, at a discount of about 6.85% from the closing price of HKD 7.44 [1] - XPeng Motors (09868.HK) reported that its delivery volume has exceeded 30,000 units for seven consecutive months in 2025 [1] - New World Development Company (01030.HK) announced its intention to conduct an international offering of US dollar-denominated senior notes and will hold a series of promotional meetings for institutional investors [1] - Morgan Stanley upgraded the rating of Weilong Delicious (09985.HK) to "Overweight" [1] - Junshi Biosciences (01877.HK) received a clinical trial application acceptance notice from the National Medical Products Administration for JT118, which is primarily intended for the prevention of monkeypox virus infection [1] - Vanke Enterprises (02202.HK) sold 30.1 million A-shares on June 11, 2025, raising a total of RMB 198 million [1] - Nocoda Technology (00519.HK) subsidiary plans to initiate deep cooperation with Jin'an Intelligent Technology to promote humanoid robot products in the Hong Kong market [1]
新城发展成为两年来首个公开发行美元债中国民营房企
news flash· 2025-06-12 00:51
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。 ...
智通港股解盘 | 盘中急杀虚惊一场 《长安的荔枝》火爆来袭
Zhi Tong Cai Jing· 2025-06-10 12:37
Market Overview - The Hong Kong market experienced a slight decline, with the Hang Seng Index down by 0.08% amid ongoing U.S.-China trade negotiations focusing on rare earth elements [1] - South Korean and Japanese retail investors have shifted to net sellers of U.S. stocks and ETFs, indicating a potential change in investment sentiment [1] Investment Opportunities - The Norwegian Oil Fund has reduced its allocation to European stocks from 26% to 15% over the past decade, highlighting structural issues in the European capital market [2] - The Chinese market shows potential for capital inflow, with the offshore RMB rising over 100 points and gold stocks like China Gold International and other non-ferrous metal companies gaining traction [2] - Significant investments in the healthcare sector are anticipated, with companies like MicroPort Medical and HeartTech seeing stock increases of over 6% and 3% respectively [2] Infrastructure and Real Estate - Domestic infrastructure projects are gaining momentum, particularly in the central and western regions, with companies like China Liansu seeing stock increases of nearly 6% [3] - New financing avenues for private real estate companies are emerging, as New City Development plans to issue USD bonds worth between $250 million and $300 million, resulting in a stock increase of over 7% [3] Pharmaceutical Sector - Pharmaceutical stocks are experiencing speculation ahead of upcoming talks, with companies like Tigermed and WuXi AppTec seeing strong performance [3] - The demand for AI in pharmaceuticals remains robust, with companies like TSMC reporting a 39.6% year-on-year revenue increase [4] Solid-State Battery Market - The solid-state battery market is gaining traction, with projections indicating a compound annual growth rate of 133% from 2024 to 2030 [5] - Companies like Longpan Technology are benefiting from this trend, with stock increases of over 6% [5] Entertainment Sector - The adaptation of the novel "The Lychee of Chang'an" into a TV series has generated significant interest, leading to stock increases for related companies like Maoyan Entertainment [6] Company Performance - Hansoh Pharmaceutical reported a revenue of 12.261 billion yuan for 2024, a 21.3% increase year-on-year, driven by strong sales in innovative drugs [7] - The company has secured a licensing agreement with Regeneron, indicating high recognition of its product quality in the international market [8]
异动盘点0610|港股晶泰、华新手袋强势拉升,泡泡玛特再创新高;法拉第、美芯片股齐飞
贝塔投资智库· 2025-06-10 03:44
Group 1 - Longpan Technology (02465) saw a morning increase of over 10% due to the rising interest in solid-state batteries, which are recognized as the next core direction for power batteries, with policies, funding, and industry chains forming a three-pronged push [1] - WISCO Resources (01208) rose nearly 3% after announcing the approval and advancement of the Khoemacau expansion project, which includes the construction of a 1,200-person accommodation camp [1] - Dekang Agriculture (02419) increased by over 8%, reporting sales of 4.2971 million pigs and revenue of RMB 8.457 billion for the five months ending May 31, 2025 [1] - Huaxin Handbag International Holdings (02683) surged 20% following a profit warning, expecting a profit attributable to shareholders of approximately HKD 63 million to 67 million for the year ending March 31, 2025, compared to HKD 29 million in the same period last year [1] - New Town Development (01030) rose over 7% as it is reportedly advancing a USD issuance plan, with an expected issuance amount between USD 250 million and 300 million [1] Group 2 - China Overseas Property (02669) increased nearly 3% after announcing significant progress in overseas market expansion, signing an operational execution agreement for the new administrative capital's central business district in Egypt [2] - Pop Mart (09992) rose over 3%, with estimates for 2025 revenue and net profit reaching RMB 25 billion and 7 billion, respectively, exceeding market expectations by 15% [2] - Zhi Zi Cheng Technology (09911) increased by over 7% after announcing the establishment of its global headquarters in Hong Kong [2] - Shih Sih Pharmaceutical Group (02005) rose nearly 3% after obtaining production registration for a single-dose packaging of a specific eye drop from the National Medical Products Administration [2] - Lion King Holdings (02562) surged over 10% after announcing a non-binding investment intention to acquire at least 80% of a potential target company [2] Group 3 - Dongyangguang Changjiang Pharmaceutical (01558) rose over 5% after announcing a merger with its parent company through a share swap and plans for a main board listing [3] - Jiumaojiu (09922) opened over 3% higher after deciding to repurchase up to HKD 200 million of its shares in the open market [3] - Jingtai Holdings (02228) surged over 13% following a significant collaboration with China Pharmaceutical University to open an AI drug development technology platform [3] Group 4 - Zhixing Group Holdings (01539) rose over 9% after its Malaysian subsidiary launched the world's first ESG lamp certified for carbon credits at a conference [4] - Ruipu Lanjun (00666) increased over 3% after signing a strategic cooperation memorandum for commercial vehicle battery systems with Bakrie & Brothers Group in Indonesia [4] - Lijun Pharmaceutical (01513) rose over 4% after its innovative drug YJH-012's clinical trial application was accepted by the National Medical Products Administration [4] - Sanofi Pharmaceutical (01530) surged over 7% after granting exclusive global rights for its PD-1/VEGF bispecific antibody to Pfizer [4] - Innovent Biologics (01801) rose over 5% as Goldman Sachs upgraded its rating, citing undervaluation of its strong revenue and product line [4] Group 5 - Nasdaq Golden Dragon Index rose over 2%, with popular Chinese concept stocks generally increasing, including Kingsoft Cloud (KC.US) up over 9% and Tencent Music (TME.US) up over 3% [5] - Faraday Future (FFAI.US) surged over 20% after announcing significant progress in its B2B sales strategy during a shareholder event [5] - The semiconductor sector rose, with the Philadelphia Semiconductor Index increasing over 1.9%, and notable gains from AMD (AMD.US) and Micron Technology (MU.US) [5] - Circle (CRCL.US) rose over 7%, holding approximately 27% of the stablecoin market, second only to Tether USDT [5] - Zhihui Group (MOMO.US) increased over 6% despite a 1.5% year-on-year decline in net revenue for Q1 2025, exceeding analyst expectations [5]
港股内房股盘初活跃,新城发展控股(01030.HK)、中国金茂(00817.HK)均涨超5%,富力地产(02777.HK)涨超4%,绿城中国(03900.HK)、融创中国(01918.HK)、旭辉控股集团(00884.HK)、融信中国(03301.HK)均涨超3%。
news flash· 2025-06-10 01:52
Group 1 - Hong Kong property stocks are active in early trading, with New World Development Holdings (01030.HK) and China Jinmao (00817.HK) both rising over 5% [1] - R&F Properties (02777.HK) increased by more than 4%, while Greentown China (03900.HK), Sunac China (01918.HK), CIFI Holdings Group (00884.HK), and Ronshine China (03301.HK) all saw gains exceeding 3% [1]
新城发展拟发行美元债 额度2.5亿至3亿美元
news flash· 2025-06-10 00:29
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 ...
民营房企重启境外融资?新城发展拟发行美元债,额度2.5亿至3亿美元
Xin Lang Cai Jing· 2025-06-10 00:13
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 ...
中资离岸债周报 | 上周一级市场规模维持高位,太盟投资集团拟收购万达旗下48家万达广场
Sou Hu Cai Jing· 2025-05-26 09:05
久期财经讯,5月26日,上周iBoxx中资美元债投资级指数上涨0.05,投机级下跌0.04;iBoxx中资美元债投资级到期收益率上涨0.01%,投机级上涨0.02%。 国内宏观新闻方面,《中国人民银行 国家外汇管理局关于境内企业境外上市资金管理有关问题的通知(征求意见稿)》公开征求意见。意见提出,统一本外币 管理政策。境外上市募集资金、减持或转让股份等所得可以外币或人民币调回,相关资金均可使用资本项目结算账户汇出入。以人民币调回的,还可使用境 内企业人民币银行结算账户。参与H 股"全流通"的上市主体对境内股东的分红款在境内以人民币形式派发。境外上市募集资金以外币调回的可自主结汇使 用。上市主体可自主选择外汇风险管理途径,通过银行或券商办理即期结售汇及套期保值交易。 国内宏观数据方面,中国人民银行授权全国银行间同业拆借中心公布,2025年5月20日贷款市场报价利率(LPR)为:1年期LPR为3.0%,5年期以上LPR为 3.5%,均较上月下降10个基点。这是自2024年10月以来的首次调整,此前LPR已连续6个月保持不变。 据国家统计局,4月份,全国规模以上工业增加值同比增长6.1%,环比增长0.22%。4月份 ...
格隆汇港股聚焦(12.01)︱小鹏汽车11月汽车交付量同比增270%;五菱汽车拟将五菱新能源转为外商投资企业
Ge Long Hui· 2025-05-26 01:18
Group 1: Xpeng Motors - Xpeng Motors delivered 15,613 smart electric vehicles in November, representing a year-on-year increase of 270% [1] - The total cumulative deliveries reached 82,155 vehicles by the end of November, a 285% increase year-on-year [1] - The P7 model accounted for 53,110 of the cumulative deliveries, while the newly launched P5 and G3i models also contributed significantly to the monthly figures [1] Group 2: Li Auto - Li Auto delivered 13,485 units of the Li ONE in November, marking a year-on-year growth of 190.2% [2] - The total deliveries for the first eleven months of 2021 reached 76,404 units, with cumulative deliveries since launch hitting 110,001 units [2] - The Li ONE achieved a record monthly delivery exceeding 13,000 units, becoming a preferred choice among Chinese mid-to-large SUVs [2] Group 3: Sinopec - Sinopec's controlling shareholder increased its stake by acquiring 35 million H-shares, representing approximately 0.03% of the total issued shares [3] - Following the acquisition, the controlling shareholder's total stake rose to 68.80% of the company's issued shares [3] - The shareholder plans to continue increasing its holdings, with a maximum target of 2% of the total issued shares [3] Group 4: Wuling Motors - Wuling Motors and Guangxi Automobile signed a letter of intent for asset restructuring and investment in Wuling New Energy [4] - Guangxi Automobile plans to integrate and restructure its new energy vehicle assets through Wuling New Energy, which will focus on R&D, manufacturing, and sales of new energy vehicles [4] - The investment includes approximately RMB 16 billion from Guangxi Automobile, RMB 10 billion from Wuling Motors, and RMB 3.06 billion from Wuling Industrial [4] Group 5: Cloudthink Technology - Cloudthink Technology reported a total billing amount of approximately RMB 5.116 billion for the first three quarters, reflecting a year-on-year growth of 88.99% [6]