数据统计显示，中证港股通地产指数近一个月上涨3.85%，近三个月上涨11.21%，年至今上涨18.11%。 金融界8月14日消息，上证指数高开低走，中证港股通地产指数 (港股通地产，931025)报1690.69点。 作者：行情君 从中证港股通地产指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证港股通地产指数持仓样本的行业来看，房地产占比100.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。特殊情况下将 对该指数进行临时调整。当样本退市时，将其从指数样本中剔除。如果香港市场新上市相关行业主题企 业市值在香港上市公司中排名前十并纳入港股通范围，将在其纳入港股通范围后第十一个交易日快速纳 入相应的行业主题指数中。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 当港股通范围发生变动导致样本不再满足港股通资格时，将进行相应调整。 本文源自：金融界 据了解，中证港股通地产投资指数从港股通范围合资格证券中选取符合地产主题的不超过50家香港市场 上市公 ...

长实集团在港交所公告，2025年上半年公司股东应占溢利63.02亿港元，上年同期为86.03亿港元。 (本文来自第一财经) ...

Financial Data and Key Metrics Changes - Revenue for the first half of 2025 reached CNY 39.13 billion, an increase of 12.7% compared to 2024 [2] - Profit before IP revaluation was CNY 6.8 billion, with a per share profit of CNY 1.94, up 1.6% [2] - Profit attributable to shareholders decreased to CNY 6.3 billion or CNY 1.8 per share, down 26.2% [3] - Recurring revenue increased to CNY 31.76 billion, representing 81% of total revenue, while recurring profit contribution improved to CNY 8.5 billion, accounting for 83% of profit contribution [3] Business Line Data and Key Metrics Changes - Property sales revenue increased to CNY 7.34 billion, up almost 59%, but profit contribution decreased by 2.9% to CNY 1.77 billion [4] - Property rental revenue was CNY 3 billion, down 3.7%, with a profit contribution of CNY 2.3 billion, down 5.3% [6] - Hotel and service suite revenue reached CNY 2.2 billion, up 2.9%, while profit contribution was CNY 794 million, down 3.5% [9] - Infrastructure and utility operations saw revenue of CNY 12.5 billion, up 5.9%, with profit contribution increasing by 5.4% to CNY 629 million [11] Market Data and Key Metrics Changes - Contribution from Hong Kong was 27%, Mainland China 15%, and overseas markets 58% [3] - Overall occupancy in Hong Kong was around 86%, while the European portfolio exceeded 99% [6] - The retail properties experienced an 11.5% drop in revenue, primarily due to the expiration of a joint venture in Shanghai [7] Company Strategy and Development Direction - The company aims to maintain a low leverage while generating significant cash flow for new investments, particularly in commercial and retail properties in Hong Kong [21][23] - The focus is on returns and risks rather than specific sectors or regions for new investments [25] - The company is interested in land replenishment and corporate lending transactions in Hong Kong [26] Management's Comments on Operating Environment and Future Outlook - The macro environment remains uncertain, but there is optimism regarding cash generation and potential interest rate decreases [21] - The Hong Kong residential property market is expected to see generous launch pricing due to high inventory levels [27] - The company is targeting Hong Kong buyers for properties in the Greater Bay Area, with positive responses reported [31] Other Important Information - The company has a total land bank of 124 million square feet, with 67 million square feet under development [16] - The company maintains a stable credit rating from Moody's and Standard & Poor's [15] Q&A Session Summary Question: What is your view on earnings in the next few years, particularly your earnings from development operations? - Earnings from recurring income businesses are expected to remain strong, but earnings from development operations will not be significant in the next few years [20][20] Question: What is the company's capital allocation strategy for the remainder of the year? - The company will not expand or invest at the expense of leverage and is focused on maintaining cash flow while exploring new investments [21][22] Question: What are the key criteria for new investments and acquisitions? - The focus is on returns and risks rather than specific sectors or regions, with an interest in land replenishment and property investments in Hong Kong [25][26] Question: What is your view on the Hong Kong residential property market? - The primary market has seen increased volume, but price momentum is lacking due to high inventory levels [27] Question: Could you provide an update on the completion schedule of the Anderson Road project? - A delay in the project completion date cannot be avoided, but the impact on operations is expected to be small [29] Question: What kind of development margins should we expect for the full year? - The second half is expected to contribute profit from several projects, but Blue Coast will incur losses [30] Question: What is your strategy to generate sales momentum in the Mainland? - Marketing campaigns targeting Hong Kong buyers for properties in the Greater Bay Area have shown good responses [31] Question: What is the outlook for the pub division in the UK? - The team is working to improve efficiency and protect operating margins, with hopes for a better second half of the year [37]

Financial Data and Key Metrics Changes - Revenue for the first half of 2025 reached CNY 39.13 billion, an increase of 12.7% compared to 2024 [2] - Profit before IP revaluation was CNY 6.8 billion, with a per share profit of CNY 1.94, up 1.6% [2] - Profit attributable to shareholders was CNY 6.3 billion, or CNY 1.8 per share, down 26.2% due to an IP revaluation deficit of CNY 3 billion [3] - Recurring revenue increased to CNY 31.76 billion, representing 81% of total revenue, while recurring profit contribution improved to CNY 8.5 billion, accounting for 83% of total profit contribution [3] Business Line Data and Key Metrics Changes - Property sales revenue was CNY 7.34 billion, up nearly 59%, but profit contribution decreased by 2.9% to CNY 1.77 billion, with a contribution margin of 24% [4] - Property rental revenue decreased by 3.7% to CNY 3 billion, with a profit contribution of CNY 2.3 billion, maintaining a contribution margin of 77.1% [6] - Hotel and service suite revenue was CNY 2.2 billion, up 2.9%, while profit contribution fell by 3.5% to CNY 794 million [9] - Infrastructure and utility operations saw revenue increase to CNY 12.5 billion, up 5.9%, with profit contribution rising by 5.4% to CNY 629 million [11] Market Data and Key Metrics Changes - Contribution from Hong Kong was 27%, Mainland China 15%, and overseas markets 58% [3] - Overall occupancy in Hong Kong was around 86%, while the European portfolio exceeded 99% [6] - The retail properties experienced an 11.5% revenue drop, primarily due to the expiration of a joint venture in Shanghai [7] Company Strategy and Development Direction - The company aims to maintain a strong recurring income from its investment property portfolio, hotels, and utility operations, while development operations are expected to contribute less in the coming years [20][21] - The capital allocation strategy focuses on maintaining low leverage while generating significant cash flow for new investments, particularly in commercial and retail properties in Hong Kong [21][23] - The company is interested in land replenishment and corporate lending transactions, prioritizing returns and risks over specific sectors or regions [25][26] Management's Comments on Operating Environment and Future Outlook - The management noted that the macro environment remains uncertain, with interest rates expected to decline, but they will manage cash flow carefully [21] - The Hong Kong residential property market is experiencing high inventory levels, leading to generous launch pricing [27] - The company is optimistic about the Greater Bay Area, targeting Hong Kong buyers for properties there [31] Other Important Information - The company has a total land bank of 124 million square feet, with 67 million square feet under development [16][17] - The company maintains a stable credit rating from Moody's and Standard & Poor's, both rated A with a stable outlook [15][16] Q&A Session Summary Question: What is your view on earnings in the next few years, particularly your earnings from development operations? - Earnings from recurring income businesses are expected to remain strong, but earnings from development operations will not be significant [20] Question: What is the company's capital allocation strategy for the remainder of the year? - The company will not expand or invest at the expense of leverage and is focused on maintaining cash flow while being open to new investments [21][22] Question: What are the key criteria for new investments and acquisitions? - The focus is on returns and risks rather than specific sectors or regions, with an interest in land replenishment and property investments in Hong Kong [25][26] Question: What is your view on the Hong Kong residential property market? - The primary market volume has picked up, but price momentum is lacking due to high inventory levels [27] Question: Could you give us an update on the completion schedule of the Anderson Road project? - A delay in the project completion date cannot be avoided, but the impact on operations is small [29] Question: What kind of development margins should we expect for the full year? - The second half will see profit contributions from several projects, but Blue Coast is expected to incur losses [30] Question: What is your strategy to generate sales momentum in the Mainland? - Marketing campaigns targeting Hong Kong buyers for properties in the Greater Bay Area have shown good responses [31] Question: What is the performance outlook for the pub division in the UK? - The team is working to improve efficiency, and while there are cost pressures, the second half is expected to be better [37]

Core Viewpoint - The company reported a revenue increase of 15.3% year-on-year, but a significant decline in net profit attributable to shareholders by 26.7% [1] Financial Performance - Revenue for the six months ending June 30, 2025, was approximately HKD 25.386 billion [1] - Net profit attributable to shareholders was HKD 6.302 billion, down from the previous year [1] - Earnings per share (EPS) stood at HKD 1.8 [1] - Proposed interim dividend is HKD 0.39 per share [1] Property Valuation - The unaudited profit before property revaluation for the period was HKD 6.805 billion [1] - For the year 2024, the profit before property revaluation was HKD 6.726 billion [1] - EPS before property revaluation increased by 1.6% year-on-year to HKD 1.94 [1]

Group 1: Company Performance - Longfor Group (01113) reported a revenue of HKD 25.386 billion for the first half of 2025, representing a year-on-year increase of 15.3% [1] - Shareholders' profit attributable to the company was HKD 6.302 billion, a decline of 26.7% compared to the previous year [1] - Basic earnings per share were HKD 1.80, with an interim dividend proposed at HKD 0.39 per share [1] Group 2: Property Sales and Rental Income - The group experienced an increase in property sales revenue in the first half of 2025, although related profits decreased [1] - The revenue from leasing operations for the group's properties showed a slight decline compared to the same period in 2024 [1] - The newly completed Changjiang Group Center Phase II, located in the core business district of Central, is actively being promoted for leasing [1] Group 3: Market Conditions and Strategies - The retail and commercial property leasing sector in Hong Kong remained weak during the first half of 2025 [1] - The group's hotel and serviced apartment business saw moderate revenue growth, but related profits slightly decreased due to ongoing cost pressures in the industry [2] - The group plans to optimize its hotel and serviced apartment business mix to enhance revenue from both hotel guests and long-term residents [2]

Financial Performance - Revenue increased by 12.7% from HK$34,727 million in 2024 to HK$39,126 million in 2025[6] - Profit attributable to shareholders decreased by 26.2% from HK$8,603 million in 2024 to HK$6,302 million in 2025[6] - Interim dividend per share (DPS) remained unchanged at HK$0.39[9, 10] Property Sales - Property sales revenue increased by 58.9% from HK$4,635 million in 2024 to HK$7,366 million in 2025[23] - Property sales profit contribution decreased by 2.9% from HK$1,821 million in 2024 to HK$1,768 million in 2025[23] - The company has HK$28,553 million in contracted sales not yet recognized, with approximately HK$22,898 million scheduled for recognition in 2025[27] Property Rental - Property rental revenue decreased by 3.7% from HK$3,118 million in 2024 to HK$3,002 million in 2025[31] - Property rental profit contribution decreased by 5.3% from HK$2,444 million in 2024 to HK$2,315 million in 2025[31] - Overall occupancy of Hong Kong and European portfolios is approximately 86% and 99% respectively[31] Infrastructure and Utility Asset Operation - Infrastructure and Utility Asset Operation revenue increased by 8.1% from HK$12,576 million in 2024 to HK$13,598 million in 2025[57] - Infrastructure and Utility Asset Operation profit contribution increased by 11.7% from HK$4,098 million in 2024 to HK$4,576 million in 2025[57]

长实集团(01113)发布公告，将于2025年9月25日派发截至2025年6月30日止六个月的中期股息每股0.39港 元。 ...

智通财经APP讯，长实集团(01113)发布公告，将于2025年9月25日派发截至2025年6月30日止六个月的中 期股息每股0.39港元。 ...

EF001 免責聲明 | 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 公告全部或任何部份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。 | | | --- | --- | | 股票發行人現金股息公告 | | | 發行人名稱 | 長江實業集團有限公司 | | 股份代號 | 01113 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截至2025年6月30日止六個月之中期股息 | | 公告日期 | 2025年8月14日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期（半年期） | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 股 0.39 HKD | | 股東批准日期 | 不適用 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 每 股 0.39 HKD | | 匯率 | 1 HKD : 1 HKD ...