"1套房≈香港首付 "的诱惑正在香港街头疯狂发酵。长江实业近期向香港买家集中抛售大湾区400套房源，最低总价仅40万人民币——这个数字在香港仅够支 付2平方米住宅的首付。 和记地产董事谭健旭的发言暴露了关键信息：这400套房源只收港币。通过跨境销售，长实完成三重套利：规避人民币资产贬值风险、将香港热钱导入离岸 账户、利用大湾区政策绿色通道加速变现。当中介炫耀香港客户已包车扫货600套时，本质上展示的是资本跨境流动的管道效率——这些港币最终将汇入长 实伦敦分部的基建基金。 事实上，从2013年抛售上海陆家嘴东方汇经中心，到2020年退出成都南城都汇，再到此次大湾区清仓，李嘉诚用十年时间演绎"退出中国楼市"的慢动作。 值得玩味的是，四个项目土地均购于香港回归前后，恰逢中英谈判后地价低谷期。如今这些地块完成26年价值发酵，其套现所得很可能流向英国配电网络或 荷兰能源集团——这正是长实年报中"稳健公用事业组合"的最新注脚。 当惠州泷珀花园51㎡户型单价从1.4万暴跌至8632元/㎡时，资本巨鳄的撤退信号已随着跨境看房团的包车引擎声划破夜空。 公开资料显示，广州逸翠庄园的楼书还印着2014年的竣工日期，东莞海逸豪庭的地 ...

日前，长江实业旗下和记黄埔地产集中向香港买家推介惠州泷珀花园、中山泷珀花园、广州逸翠庄园及东莞海逸豪庭四个项目，共计400套产品，总价最 低40万元起。 《每日经济新闻》记者注意到，这种"老盘新卖"的操作，不仅延续了李嘉诚家族"低价拿地、长线开发"的策略，也反映出港人北上置业需求的显著增长。 据人民银行广东省分行对外披露的数据，截至今年6月末，广东省分行辖区共办理3341笔港澳居民内地购房业务，产生跨境收入折合人民币30.8亿元。 "近年来，港人北上买房已成为房地产市场的一大特点：一方面，包括广东在内的内地成为港人北上度假、消费的首选；另一方面，广东在大湾区规划落 地上的成效显著，大湾区九市与港澳在要素互联互通、公共服务均等化等方面的连通性不断增强。"7月29日下午，广东省住房政策研究中心首席研究员李 宇嘉向每经记者表示。 和记地产市场及企业业务发展董事谭健旭曾对外透露，自去年年中起，香港买家对大湾区楼盘的需求显著增加，惠州泷珀花园已售出近600套，大部分由 香港人购买。 广州增城某在售楼盘 图源｜每经记者 陈荣浩 "香港客户包车来看房" 前述四个项目中，惠州泷珀花园推售规模最大，达300套，总价最低的一房仅 ...

Core Viewpoint - The article highlights the increasing demand from Hong Kong buyers for properties in mainland China, particularly in the Greater Bay Area, driven by lower prices and better living conditions compared to Hong Kong [1][9]. Group 1: Property Projects and Pricing - Four projects promoted by Cheung Kong Holdings include Huizhou Longbo Garden, Zhongshan Longbo Garden, Guangzhou Yicui Garden, and Dongguan Haiyi Haoting, totaling 400 units with prices starting from 400,000 RMB [1][3]. - The price of a one-bedroom unit in Huizhou Longbo Garden has decreased to approximately 8,632 RMB per square meter, down from a previous range of 10,400 to 14,000 RMB per square meter [1][9]. - Dongguan Haiyi Haoting's villa prices have dropped from 44,000 to 68,000 RMB per square meter in May 2023 to 18,000 to 36,000 RMB per square meter in June 2023 [1]. Group 2: Market Trends and Buyer Demographics - The demand from Hong Kong buyers for mainland properties has significantly increased since mid-2022, with Huizhou Longbo Garden selling nearly 600 units, mostly to Hong Kong residents [3][9]. - The People's Bank of China reported that as of June 2023, 3,341 transactions involving Hong Kong and Macau residents purchasing properties in mainland China generated cross-border income of 3.08 billion RMB [1][10]. - The trend of Hong Kong residents buying properties in mainland China is attributed to the aging population in Hong Kong and the increasing establishment of businesses and universities in the Greater Bay Area [8][9]. Group 3: Investment and Development Strategies - The strategy of "old projects sold anew" reflects the long-term development approach of the Li Ka-shing family, focusing on low-cost land acquisition and gradual development [1][9]. - Developers are adjusting prices to maintain normal transaction rhythms in the current market, which is characterized by low or slightly declining prices [9][10]. - The shift in Hong Kong buyers' motivations from investment to self-occupation indicates a growing preference for living conditions and community services available in mainland China [13].

Core Viewpoint - The company, Cheung Kong Holdings (01113.HK), announced that it will hold a board meeting on August 14, 2025, in Hong Kong to approve the publication of its interim results for the six months ending June 30, 2025, and to consider the distribution of an interim dividend [1] Group 1 - The board meeting is scheduled for August 14, 2025 [1] - The meeting will take place in Hong Kong [1] - The agenda includes the approval of interim results and consideration of an interim dividend [1]

長江實業集團有限公司（「本公司」）之董事會（「董事會」）謹此宣佈，本公司將於 二零二五年八月十四日（星期四）於香港舉行董事會會議，以（其中包括）批准刊發 本公司及其附屬公司截至二零二五年六月三十日止六個月之中期業績，以及考慮派發中期 股息。 承董事會命 長江實業集團有限公司 執行委員會委員 兼公司秘書 楊逸芝 香港，二零二五年七月三十一日 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文件的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本文件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。 CK ASSET HOLDINGS LIMITED 長江實業集團有限公司 (於開曼群島註冊成立之有限公司) (股份代號：1113) 董事會召開日期 於本文件日期，本公司之董事為執行董事李澤鉅先生（主席兼董事總經理）、甘慶林先生 （副董事總經理）、葉德銓先生（副主席）、鍾慎強先生、趙國雄博士、周偉淦先生及 鮑綺雲小姐，以及獨立非執行董事張英潮先生、洪小蓮女士、羅弼士先生、柏聖文先生、 郭李綺華女士、孫潘秀美女士、林少康先生、李慧敏女士及王䓪鳴博士。 ...

Core Viewpoint - The recent launch of the "Greater Bay Area Dual Residence Life" property plan by Changjiang Industrial Group has garnered significant market attention, with nearly 400 residential units being offered at an entry price of approximately 400,000 RMB per unit, reflecting a strategic move to optimize operations amid a challenging real estate market [1][2]. Group 1: Property Launch and Market Response - The properties included in the plan are primarily long-held assets acquired at lower prices, with significant price reductions observed, such as the Dongguan Haiyi Haoting project, which has seen prices drop from nearly 30,000 RMB per square meter to 15,000 RMB [1][2]. - The project lineup spans various types, from high-rise units to villas, with prices ranging from 400,000 RMB to nearly 10 million RMB, indicating a broad market targeting strategy [2]. - Despite the attractive pricing, the market response has been tepid, with some projects like the Guangzhou Yicui Garden and Zhongshan Longpu Garden nearing completion but showing limited new sales activity [3][4]. Group 2: Sales Performance and Inventory Challenges - The Dongguan Haiyi Haoting project, despite its luxury positioning, faces high inventory issues, with around 160 units remaining unsold since their launch in 2014, indicating a significant backlog [4][5]. - The recent sales push for the Dongguan project resulted in 84 units sold on the first day, generating 600 million RMB, but the overall inventory pressure remains high with over 462,260 square feet of commercial and residential land still undeveloped [5][10]. - The Huizhou Longpu Garden project has struggled with sales, with nearly 60% of sold units purchased by Hong Kong buyers, reflecting a shift in buyer demographics but insufficient ongoing sales momentum [8][9]. Group 3: Financial Performance and Strategic Implications - Changjiang Industrial Group's financial results indicate a decline in revenue, with a reported 455.29 billion HKD in revenue for 2024, down 3.63% year-on-year, and a significant drop in net profit by 21.24% [12][13]. - The company's strategy of aggressive price reductions to stimulate sales has led to a sharp decrease in profit margins, particularly in mainland property sales, which saw a 24.26% decline in revenue [13][14]. - The group holds substantial land reserves, with approximately 7.4 million square feet available for future development, primarily in the Greater Bay Area, which may support sales over the next 3 to 5 years [16][17].

近日，长江实业集团有限公司（01113.HK）（下称：长实集团）在香港推出"大湾区双居生活"置业计 划，集中推售旗下位于大湾区的四大住宅项目，引发市场广泛关注。 此次推售的房源总量接近400套，入场门槛约40万元人民币/套。 据了解，被推售项目多是李嘉诚家族早年低价囤地的成果，东莞海逸豪庭早在1999年便已摘地，开发周 期长达26年；广州逸翠庄园拿地至今已有20年，项目始终未完成去化。中山和惠州项目自2019年入市以 来进展缓慢。而价格更是内地楼市深度调整的背景下经历了大幅下调，如临深的东莞海逸豪庭尚都项目 均价已降至1.5万元每平方米，较高峰期近3万元的价格几近腰斩。惠州泷珀花园51.34平方米中高楼层住 宅市售仅44.3万元，折算单价仅8632元/m²，与早前1.4万元/平的高点相比，几近腰斩。 7月30日下午，长实集团成员和记地产集团董事谭健旭回复《华夏时报》记者采访表示："大湾区正是港 人拥有'第二个家'的最佳选择及最佳时机，真正是鱼与熊掌均可兼得的置业窗口。" 分析人士认为，在楼市持续震荡背景下，长实集团在香港的集中推盘动作，反映出其在复杂市场周期中 主动寻求经营修复与结构优化的迫切意图。 存货虚实 ...

Core Viewpoint - The article highlights the increasing demand from Hong Kong buyers for properties in mainland China, particularly in the Greater Bay Area, driven by lower prices and better living conditions compared to Hong Kong [1][2][8]. Group 1: Property Projects and Pricing - Cheung Kong's subsidiary, Hutchison Whampoa, is promoting four projects in mainland China, offering a total of 400 units with prices starting from 400,000 RMB [1]. - The price of a one-bedroom unit in Huizhou Longbo Garden has decreased to approximately 8,632 RMB per square meter, down from a previous range of 10,400 to 14,000 RMB per square meter [1]. - The price of villas in Dongguan Haiyi Haoting has dropped from 44,000 to 68,000 RMB per square meter in May 2023 to 18,000 to 36,000 RMB per square meter in June 2023 [1]. Group 2: Market Trends and Buyer Demographics - As of June 2023, there were 3,341 transactions involving Hong Kong and Macau residents purchasing properties in mainland China, generating a cross-border income of 3.08 billion RMB [2][9]. - The trend of Hong Kong residents buying properties in mainland China is attributed to the appeal of lower prices and larger living spaces, as well as the aging population in Hong Kong leading to increased demand for housing [7][12]. - The shift in buyer motivation from investment to self-occupation is noted, with buyers now focusing more on living conditions and long-term value [12]. Group 3: Developer Strategies and Market Conditions - The strategy of "old projects sold anew" reflects the long-term development approach of the Li Ka-shing family, emphasizing low-cost land acquisition and gradual development [1][8]. - Developers are adjusting prices to maintain transaction momentum in a market characterized by low or slightly declining prices, which is a common practice in the current market environment [8]. - The Greater Bay Area's improved connectivity and living conditions are increasingly attracting Hong Kong buyers, with developers encouraged to adapt their offerings to meet the needs of this demographic [11][12].

Group 1 - The core strategy of Cheung Kong Property, under Li Ka-shing's family, focuses on "low-cost land acquisition and long-term development" as evidenced by their recent promotion of four projects in Guangdong to Hong Kong buyers [1] - There is a significant increase in demand from Hong Kong residents for property investments in mainland China, particularly in cities like Huizhou, Dongguan, Guangzhou, and Zhongshan [1] - The total number of units being promoted across the four projects amounts to 400, with prices starting from 400,000 yuan [1] Group 2 - The specific breakdown of the projects includes: - Dongguan: 11,299 residential units (with a small number of commercial units) [3] - Huizhou: 2,720 residential units and 71 commercial units totaling 2,907 square meters [3] - Guangzhou: 1,457 residential units and 18 commercial units [3] - Zhongshan: 303 residential units and 19 commercial units totaling 2,300 square meters [3]

Core Viewpoint - The recent promotion of four real estate projects by Cheung Kong Property in the Greater Bay Area reflects a significant increase in demand from Hong Kong buyers for properties in mainland China, driven by lower prices and better living conditions compared to Hong Kong [1][3][9]. Group 1: Project Details - Cheung Kong Property is promoting four projects: Huizhou Longbo Garden, Zhongshan Longbo Garden, Guangzhou Yicui Garden, and Dongguan Haiyi Villa, totaling 400 units with prices starting from 400,000 RMB [1][3]. - The Huizhou Longbo Garden has the largest offering with 300 units, while the Dongguan Haiyi Villa targets high-end buyers with prices ranging from 7 million to 8 million RMB [3][5]. - The price per square meter for the Huizhou Longbo Garden has decreased to approximately 8,632 RMB, significantly lower than the previous range of 10,400 to 14,000 RMB per square meter [1][9]. Group 2: Market Trends - There has been a notable increase in the number of transactions involving Hong Kong buyers, with 3,341 transactions recorded by the Guangdong branch of the People's Bank of China, generating cross-border income of 3.08 billion RMB [1][9]. - The trend of Hong Kong residents purchasing properties in mainland China is attributed to the lower prices and larger living spaces available, as well as improved transportation links within the Greater Bay Area [9][12]. - The shift in demand from investment to self-occupation among Hong Kong buyers indicates a growing preference for long-term living arrangements in the Greater Bay Area [12]. Group 3: Strategic Insights - Cheung Kong Property's strategy of "old projects sold anew" aligns with their long-term development approach, capitalizing on the rising demand from Hong Kong buyers [1][9]. - The company's ongoing projects in mainland China include 11 developments across various cities, indicating a strong commitment to the region [7]. - The introduction of policies facilitating property purchases for Hong Kong residents has further stimulated this market, with special promotional events and property tours being organized [9][12].