Core Viewpoint - Li Ka-shing's Cheung Kong Property is selling 400 residential units in the Greater Bay Area at significantly reduced prices, with the cheapest unit priced at 400,000 yuan, indicating a strategic move to capitalize on market conditions and demand from Hong Kong buyers [2][5]. Group 1: Property Sales Strategy - The properties being sold are primarily older developments, with many having been acquired at low land costs years ago, allowing for substantial profit margins even at reduced prices [5][8]. - The pricing strategy is attractive, with units in Dongguan's Haiyi Haoting seeing price drops from 44,000 to 18,000-36,000 yuan per square meter, effectively halving the price [6][8]. - The sales are driven by a surge in demand from Hong Kong residents, who find the price difference compelling, as new homes in Hong Kong average around 200,000 yuan per square meter [5][6]. Group 2: Market Trends and Demand - The trend of Hong Kong residents purchasing properties in Guangdong has been increasing, with 3,341 transactions recorded by June 2023, amounting to 3.08 billion yuan [5][6]. - The development of the "one-hour living circle" in the Greater Bay Area is facilitating this trend, as more Hong Kong residents are willing to commute for work and leisure [5][8]. - The shift in buyer motivation from investment to self-occupation is notable, with buyers now prioritizing living conditions and amenities [8]. Group 3: Financial Strategy and Asset Management - The primary reason for the aggressive selling strategy appears to be the need for cash flow, as Cheung Kong's sales revenue in mainland China is projected to drop by 87% in 2024 compared to 2020 [7][8]. - Selling properties allows the company to mitigate risks associated with holding onto unsold inventory, especially in a market where some cities have inventory turnover periods exceeding 30 months [8]. - The sale of properties aligns with Li Ka-shing's long-standing strategy of capitalizing on favorable market conditions while managing financial risks effectively [12][13]. Group 4: Broader Strategic Adjustments - The sale of port assets by Li Ka-shing in recent years reflects a broader strategic shift in response to changing global trade dynamics and the need to reallocate resources to more promising sectors [9][10][12]. - The funds generated from asset sales are being redirected towards investments in technology and renewable energy, indicating a proactive approach to adapting to market changes [12][13]. - Overall, the company's actions demonstrate a calculated balance between risk management and seizing short-term opportunities in the real estate market [13].

Core Viewpoint - The China Securities Hong Kong Stock Connect Real Estate Index has shown positive performance over the past month, three months, and year-to-date, indicating a strong recovery in the real estate sector [2]. Group 1: Index Performance - The China Securities Hong Kong Stock Connect Real Estate Index increased by 3.04% over the past month, 9.88% over the past three months, and 13.08% year-to-date [2]. - The index is based on a sample of up to 50 eligible Hong Kong-listed companies that reflect the overall performance of the real estate sector [2]. Group 2: Index Composition - The top ten weighted companies in the index are: Sun Hung Kai Properties (14.11%), Beike-W (12.73%), China Resources Land (10.83%), Cheung Kong Property (7.94%), China Overseas Land & Investment (6.28%), Wharf Real Estate Investment (4.72%), Sino Land (4.39%), Henderson Land Development (4.22%), Longfor Group (2.85%), and Wharf Holdings (2.83%) [2]. - The index is composed entirely of real estate companies, with 100% of its holdings in the real estate sector [3]. Group 3: Index Adjustment Mechanism - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or when new companies meet the criteria for inclusion [3].

"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 ...

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。 以惠州泷珀花园为例，51平方米的一房户型单价此前为1.04万～1.4万元/平方米，而如今一套中高楼层的51.34平方米一房，售价44.3万元，折合单价约 8632元/平方米；东莞海逸豪庭的别墅价格从2023年5月的4.4万～6.8万元/平方米，回落至今年6月的1.8万～3.6万元/平方米。 《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。 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。 | 温 版 > 4 | | --- | | DU B | | N | | 1 . 1 | | K | | 1 | | 1 - | | 城市 | ...

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。 ...

华夏时报记者 张蓓 见习记者 黄指南 深圳报道 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/㎡，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。" 存货虚实 自去年初"撤辣"以来，长实集团在香港楼市操作颇为精准。 无论是黄竹坑Blue Coa ...

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].