本集團的成功發展源於董事局主席許健康先生的創新理念，從一開始就 注入企業發展之中，並一直推動著企業變革。本集團將繼續堅定做負責 任的企業，堅持走高質量發展之路，秉承「讓空間有愛」的企業使命，遵 循「簡單真實、共生共贏、進無止盡」的企業價值觀，繼續發揚「誠信、 恭謙、創新、敬業」的企業精神，堅定不移地凝聚全體寶龍人的智慧與 力量，同心同路，砥礪前行，為促進行業平穩健康發展和良性循環貢獻 力量，繼續為企業、為社會、為國家創造更多的價值。 2 寶龍地產控股有限公司 二零二五年中期報告 公司資料 目錄 | 集團簡介 | 2 | | --- | --- | | 公司資料 | 3 | | 管理層討論及分析 | 4 | | 權益披露 | 13 | | 企業管治 | 16 | | 中期簡明綜合財務資料的審閱報告 | 20 | | 中期簡明綜合資產負債表 | 22 | | 中期簡明綜合全面收益表 | 24 | | 中期簡明綜合權益變動表 | 25 | | 中期簡明綜合現金流量表 | 27 | | 中期簡明綜合財務資料附註 | 28 | 寶龍地產控股有限公司 二零二五年中期報告 集團簡介 寶龍地產控股有限公司(1238.HK)（ ...

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佈的內容概不 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 佈 全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 (i) 誠如本公司日期為2025年5月12日 及2025年7月14日 的 公 佈 所 述，若 干 境 外 債權人於維京法庭針對本公司的全資附屬公司寶龍地產（維 京）控股有限 公司提出的清盤申請的聆訊已通過雙方協定的同意令的方式進一步延期 至2025年11月17日（或2025年12月4日 前 的 下 一 個 可 供 聆 訊 日 期）舉 行。除 將 聆 訊 延 期 外，本 公 司 連 同 其 財 務 顧 問 中 國 國 際 金 融 香 港 證 券 有 限 公 司 及 法律顧問盛德律師事務所一直與若干境外債權人及其顧問就尋求境外債 務 的 整 體 重 組 進 行 商 討，其 將 有 助 於 緩 解 未 來 幾 年 的 流 動 性，並 為 本 公 司 提 供 足 夠 的 財 務 靈 活 性 及 復 原 空 間，以 保 持 業 務 穩 定 性。本 公 司 將 ...

Company - Baolong Real Estate (1238.HK) has seen a stock increase of 4.69%, currently priced at 0.335 HKD, with a market capitalization of 1.387 billion HKD [1] - The company announced a contract sales amount of approximately 602 million RMB and a contract sales area of about 54,800 square meters for the period ending August 2025 [1] - For the eight months ending August 31, 2025, the total contract sales amount reached approximately 4.906 billion RMB and the total contract sales area was around 428,600 square meters [1] Industry - Various cities have implemented policies to support the "Golden September and Silver October" sales window, reinforcing the stabilization and recovery of the real estate market [1] - Since late August, cities such as Shanghai, Suzhou, Changchun, and Shenzhen have introduced new real estate policies, including easing purchase restrictions, canceling sales limits, and providing home purchase subsidies to lower buying costs and stimulate housing consumption [1] - Among the cities, Shenzhen's new policy is noted to be more aggressive compared to the new policies introduced in Beijing and Shanghai in August [1] - CICC believes that the overall improvement in real estate sales performance still depends on the effective implementation of policies related to stock housing acquisition and urban village renovation, which will create a synergistic effect with the emotional boost from adjustments in purchase restrictions in major cities [2] - The investment opportunities in the real estate and property management sectors are recommended for continued attention, as both A-share and H-share real estate sectors have shown some performance recently, although absolute valuation levels remain low [2]

智通财经APP讯，宝龙地产(01238)发布公告，本集团于2025年8月的合约销售额(连同共同控制实体及联 营公司的合约销售额)及合约销售面积分别约为人民币6.02亿元及54,820平方米。本集团截至2025年 8月 31日止8个月的合约销售总额(连同共同控制实体及联营公司的合约销售额)及合约销售总面积分别约为 人民币49.06亿元及428,625平方米。 ...

Core Viewpoint - Baolong Real Estate (01238.HK) reported its contract sales figures for August 2025, indicating a total contract sales amount of approximately RMB 6.02 billion and a contract sales area of about 54,800 square meters [1] Group 1: Contract Sales Performance - The total contract sales amount for the eight months ending August 31, 2025, reached approximately RMB 49.06 billion [1] - The total contract sales area for the same period was around 428,600 square meters [1]

寶龍地產控股有限公司 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佈的內容概不 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 佈 全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 POWERLONG REAL ESTATE HOLDINGS LIMITED 本集團於2025年8月的合約銷售額（連同共同控制實體及聯營公司的合約銷售額） 及合約銷售面積分別約為人民幣602百萬元及54,820平 方 米。本 集 團 截 至2025年 8月31日止八個月的合約銷售總額（連 同 共 同 控 制 實 體 及 聯 營 公 司 的 合 約 銷 售 額）及合約銷售總面積分別約為人民幣4,906百萬元及428,625平 方 米。 上 述 銷 售 數 據 未 經 審 核，乃 根 據 本 集 團 初 步 內 部 資 料 編 製，鑒 於 整 理 該 等 銷 售 資 料 過 程 中 存 在 各 種 不 確 定 因 素，該 等 銷 售 數 據 與 本 公 司 按 年 度 或 半 年 度 將 刊 發 的 經 審 核 或 未 經 審 核 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 寶龍地產控股有限公司 呈交日期: 2025年9月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01238 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 30,000,000,000 | HKD | | 0.01 HKD | | 300,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 30,000,000,000 | HKD | | 0.01 HKD | | 300,000,000 | 本月底法定/註冊股本總額： HKD 30 ...

Core Viewpoint - The commercial project Binjiang Baolong City in Hangzhou is up for sale, with a total price exceeding 4 billion RMB, while Baolong Real Estate faces significant operational pressures [1] Financial Performance - Baolong Real Estate reported a contract sales amount of approximately 3.723 billion RMB for the first half of 2025, only half of last year's figure [1] - Total revenue for Baolong Real Estate was about 13.251 billion RMB, a decrease of approximately 15.3% compared to the same period in 2024 [1] - The company recorded a loss attributable to shareholders of approximately 2.652 billion RMB [1] Profitability and Operations - The gross profit for Baolong Real Estate slightly increased to about 2.025 billion RMB, up by approximately 0.4% year-on-year [2] - The gross profit margin improved to 15.3%, an increase of 2.4 percentage points from the previous year [2] - The company currently holds approximately 8.5727 million square meters of investment properties, a 3.1% increase from the end of 2024 [2] Asset Management and Development - Baolong Real Estate manages a total of 63 shopping centers and 9 light-asset shopping centers [3] - The company is also looking to sell the Binjiang Baolong City, which includes 151,100 square meters of commercial complex and 78,000 square meters of office space [3] - The company has completed the opening of a new shopping center, Wuyishan Baolong Plaza, which is part of its expansion in Fujian [2] Land Reserves - As of June 30, 2025, Baolong Real Estate has a total land reserve of approximately 13.87 million square meters, with 11.63 million square meters under development [5] - 57% of the land reserves are located in the Yangtze River Delta region, with 65.4% of the land value also concentrated in this area [5] Debt Situation - Baolong Real Estate's total liabilities reached approximately 142.618 billion RMB by the end of 2024, with 26.18 billion RMB due within one year [6] - The company is preparing for a second round of offshore debt restructuring, having appointed China International Capital Corporation as its exclusive financial advisor [6] - As of June 30, 2025, Baolong Real Estate's total borrowings amounted to approximately 56.111 billion RMB, with about 27.598 billion RMB classified as current liabilities [7]

Core Viewpoint - The company reported a significant decline in revenue and an increase in shareholder losses for the six months ending June 30, 2025, indicating ongoing financial challenges [1] Financial Performance - Revenue for the period was 13.251 billion RMB, representing a year-on-year decrease of 15.33% [1] - The loss attributable to shareholders was 2.652 billion RMB, which is an increase of 1.12% compared to the previous year [1] - Basic loss per share was reported at 0.641 RMB [1]

Core Viewpoint - The company reported a significant decline in revenue and an increase in shareholder losses for the interim period ending June 30, 2025 [1] Financial Performance - Revenue for the six months was 13.251 billion RMB, representing a year-on-year decrease of 15.33% [1] - The loss attributable to shareholders was 2.652 billion RMB, which is an increase of 1.12% compared to the previous year [1] - Basic loss per share was 0.641 RMB [1]