Core Viewpoint - China Resources Land (01109.HK) reported a year-on-year increase in recurring revenue for August 2025, amounting to approximately RMB 4.27 billion, representing a growth of 6.8% [1] Summary by Category Recurring Revenue - The recurring revenue for the first eight months of 2025 reached approximately RMB 33.05 billion, showing a year-on-year growth of 7.7% [1] Rental Income from Property Operations - The rental income from property operations for August 2025 was approximately RMB 2.84 billion, reflecting a year-on-year increase of 13.9% [1] - Cumulative rental income from property operations for the first eight months of 2025 was approximately RMB 21.4 billion, with a year-on-year growth of 12.4% [1]

Group 1 - The company reported a total contract sales amount of approximately RMB 13.2 billion for the month ending August 31, 2025, representing a year-on-year decrease of 13.2% [1] - The total contract sales area for the same month was approximately 539,000 square meters, reflecting a year-on-year decrease of 26.7% [1] - Cumulative contract sales for the first eight months of 2025 reached approximately RMB 136.8 billion, down 12.0% year-on-year [1] Group 2 - The company's recurring revenue for August 2025 was approximately RMB 4.27 billion, showing a year-on-year growth of 6.8% [1] - Rental income from operational real estate business for August 2025 was approximately RMB 2.84 billion, with a year-on-year increase of 13.9% [1] - Cumulative recurring revenue for the first eight months of 2025 was approximately RMB 33.05 billion, reflecting a year-on-year growth of 7.7% [1]

Core Viewpoint - China Resources Land (01109) reported a decline in total contract sales for August 2025, indicating challenges in the real estate market [1] Sales Performance - For the month ending August 31, 2025, the company achieved total contract sales of approximately RMB 13.2 billion, representing a year-on-year decrease of 13.2% [1] - The total contracted sales area for the same month was about 539,000 square meters, down 26.7% year-on-year [1] - Cumulatively, for the first eight months of 2025, total contract sales amounted to approximately RMB 136.8 billion, reflecting a year-on-year decline of 12.0% [1] - The total contracted sales area for the first eight months was around 5.12 million square meters, a decrease of 23.3% year-on-year [1] Recurring Revenue - In August 2025, the company's recurring income was approximately RMB 4.27 billion, showing a year-on-year growth of 6.8% [1] - The rental income from operational real estate business for the month was about RMB 2.84 billion, marking a year-on-year increase of 13.9% [1] - For the first eight months of 2025, cumulative recurring income reached approximately RMB 33.05 billion, up 7.7% year-on-year [1] - The rental income from operational real estate for the same period was around RMB 21.4 billion, reflecting a year-on-year growth of 12.4% [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。 2025年8月，本集團經常性收入約人民幣42.7億元，按年增長6.8%，其中，經營性不動產業務租金 收入約人民幣28.4億元，按年增長13.9%。2025年前8月累計經常性收入約人民幣330.5億元，按年 增長7.7%，其中，經營性不動產業務租金收入約人民幣214.0億元，按年增長12.4%。 上述已披露初步數據取自本集團內部管理記錄，或會變更並可能與本集團按年度或半年度刊發的 經審核或未經審核綜合財務報表所呈現的數字存在差異。這些數據不應被視為本集團過往或將來 的經營或財務表現的指標或測量依據。據此，有關數據僅供參閱而不作其他目的。投資者在買賣 本公司證券時務須小心謹慎，不可依賴前述已披露信息。投資者如有任何疑問應向專業顧問徵求 意見。 承董事會命 華潤置地有限公司 主席 李欣 （於開曼群島註冊成立的有限公司） (股份代號: 01109.HK) 截至2025年8月31日止一個月未經審核營運數據 華潤置 ...

Core Viewpoint - The news discusses the market rumors regarding the potential acquisition of Evergrande Property's equity, with China Resources Land denying involvement in the bidding process [1] Group 1: Company Actions - On September 11, Evergrande Property announced that it received a letter of engagement from the liquidator of its controlling shareholder, China Evergrande Group, indicating that the liquidator is seeking opportunities to sell shares of Evergrande Property [1] - The liquidator has signed a confidentiality agreement and has received non-binding indicative offers from some interested parties, with plans to invite selected interested parties to reach binding transaction terms by November 2025 [1] Group 2: Market Reactions - Market rumors suggested that companies including China Resources Group and subsidiaries of China Overseas Group were participating in the bidding for Evergrande Property's equity [1] - In response to these rumors, a representative from China Resources Land stated that the information is not true [1]

Core Viewpoint - Evergrande Property (06666.HK) experienced a significant stock price increase of 38.04% upon resuming trading due to acquisition interest, but later adjusted to a 27.17% increase, with a trading volume of 636 million HKD [1] Group 1: Acquisition Interest - Reports indicate that the liquidators of China Evergrande have received non-binding acquisition interest for Evergrande Property from potential bidders, including China Overseas Group and a subsidiary of China Resources Group [1] - Representatives from China Resources Land and China Overseas Group have denied the authenticity of the acquisition interest news [1] - The liquidators have been seeking opportunities to sell shares held by China Evergrande and CEG Holdings, with some non-binding indicative offers received from interested parties [1][2] Group 2: Financial Performance - For the first half of the year, Evergrande Property reported revenue of approximately 6.647 billion CNY, reflecting a year-on-year growth of about 6.9%, and a net profit of approximately 491 million CNY, with a net profit margin of 7.4%, down by 0.6 percentage points year-on-year [3] - The company’s cash and cash equivalents stood at approximately 2.778 billion CNY as of June 30 [3] - As of June 30, the total managed area by Evergrande Property was approximately 596 million square meters, an increase of about 41 million square meters compared to the previous year [3] Group 3: Accounts Receivable and Management Services - Evergrande Property reported trade receivables valued at approximately 5.883 billion CNY, with cumulative bad debt provisions of about 3.042 billion CNY, resulting in a high impairment rate of 51.7% [3] - The company continues to provide property management services to China Evergrande, amounting to approximately 228 million CNY, without recognizing revenue from these transactions, while planning to take reasonable measures to recover receivables [3]

Group 1 - The core viewpoint of the report indicates that the sales of 20 major listed developers increased by 14.2% month-on-month in August, driven by strong performances from Greentown China, China Overseas Land & Investment, and Poly Property [1] - The report anticipates an improvement in capital market sentiment, suggesting that leading private enterprises may accelerate their debt restructuring processes [1] - The report maintains a positive long-term outlook on China Resources Land and Yuexiu Property, both rated as "buy" [1] Group 2 - According to preliminary data from CRIC, the total sales of the top 100 developers in August 2025 decreased by 4% month-on-month to 220.2 billion RMB from 229.4 billion RMB in July [1] - The real estate market in August was primarily influenced by policies related to housing provident funds and easing measures, which aimed to stimulate market activity through expanded provident fund usage, further opening of purchase restrictions, and reducing rental burdens [1] - The traditional marketing peak season in September is expected to bring a rebound in market activity [1] Group 3 - The National Bureau of Statistics reported that the new residential property price index for July decreased by 3.4% year-on-year and 0.3% month-on-month, while the second-hand residential property price index fell by 5.9% year-on-year and 0.5% month-on-month [1]

根据克而瑞的初步数据，前百开发商2025年8月全口径销售总额由7月2294亿元人民币(下同)环比减4%至 2202亿元。8月楼市以公积金政策和松绑政策为主，一系列政策透过扩大公积金使用范围、进一步开放 限购、减轻租购负担等方式，持续激发市场活力。预计9月迎来传统营销旺季，市场活跃度可望迎来阶 段性回升。根据国家统计局公布的70大中城市商品住宅价格指数，7月新建商品住宅价指数年减 3.4%/0.3%，二手商品住宅价格指数同比/环比减5.9%/0.5%。 智通财经APP获悉，交银国际发布研报称，追踪的20家主要上市开发商8月销售额环比上升14.2%，销售 均价及销售面积均上升，主要由于绿城中国(03900)、中国海外发展(00688)和保利置业(00119)表现优 异。该行预期资本市场情绪好转，一些领先的民营企业可能会借机加速其债务重整进程。中长期继续看 好华润置地(01109)和越秀地产(00123)，二者均评级"买入"。 ...

2025.09.12 微信编辑| 七三 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 本文字数：292，阅读时长大约1分钟 据蓝鲸新闻，恒大物业9月11日在香港联交所开市前宣布暂停交易，以待发布涉及公司内幕消息的公 告。随后有消息指，中国恒大清盘人已收到针对恒大物业的非约束性收购意向，竞购方包括中国海外集 团及华润集团子公司。 对此，华润置地相关负责人对记者称，该消息不属实。此外，一位接近中国海外集团方面的人士也表 示，该消息是"假的"。 ...

Core Viewpoint - China Resources Land denied the rumors regarding the acquisition of Evergrande Property, stating that the information is not true [1] Summary by Relevant Sections - **Company Actions** - Evergrande Property announced a trading suspension on the Hong Kong Stock Exchange prior to the market opening to release insider information [1] - China Resources Land's representative confirmed that the acquisition news is false [1] - **Market Reactions** - Reports indicated that the liquidators of China Evergrande have received non-binding acquisition intentions for Evergrande Property, with potential bidders including China Overseas Group and subsidiaries of China Resources Group [1] - A source close to China Overseas Group also labeled the acquisition news as "fake" [1]