2025年前7个月，集团实现累计销售金额为人民币41.49亿元;累计销售面积为28.41万平方米;平均销售价 格为每平方米人民币1.46万元。另外，截至2025年7月31日，集团累计的认购未签约金额约为人民币0.03 亿元。 禹洲集团(01628)发布截至2025年7月份未经审核营运数据，该集团2025年7月份的合约销售金额为人民 币4.21亿元;销售面积为2.95万平方米;平均销售价格为每平方米人民币1.43万元。 ...

格隆汇8月8日丨禹洲集团(01628.HK)公布，2025年7月份的合约销售金额为人民币4.21亿元；销售面积 为29,506平方米；平均销售价格为每平方米人民币14,269元。 2025年前七个月，集团实现累计销售金额为人民币41.49亿元；累计销售面积为284,095平方米；平均销 售价格为每平方米人民币14,606元。另外，截至2025年7月31日，集团累计的认购未签约金额约为人民 币0.03亿元。 ...

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份內容 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。 （於開曼群島註冊成立的有限公司） （股份代號：01628） 2025年前七個月，本集團實現累計銷售金額為人民幣41.49億元；累計銷售面積為284,095 平方米；平均銷售價格為每平方米人民幣14,606元。另外，截至2025年7月31日，集團累計 的認購未簽約金額約為人民幣0.03億元。 上述已披露初步數據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。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 禹洲集團控股有限公司 主席 郭英蘭 香港，2025年8月8日 於本公告日期，本公司執行董事為郭英蘭女士（主席）及林聰輝先生；本公司非執行董事 為林龍安先生 （太平紳士） 及梁興超先生；及本公司獨立非執行董事為林廣兆先生、黃循強 先生及于上游先生。 截至 ...

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7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: 禹洲集團控股有限公司 呈交日期: 2025年8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) | 01628 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 100,000,000,000 | HKD | | 0.1 | HKD | | 10,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 100,000,000,000 | HKD | | 0.1 | HKD | | 10,000,000,00 ...

Group 1: Company News - Greenland Hong Kong Holdings Limited (00337.HK) reported contract sales of approximately RMB 1.407 billion for the first five months of 2025, a year-on-year decrease of 59.27% [1] - Tencent Music (01698.HK) plans to acquire Ximalaya for USD 1.26 billion [2] - CIFI Holdings Group (00884.HK) recorded monthly contract sales of RMB 1.68 billion, a year-on-year decrease of 50% [2] - Yuzhou Group (01628.HK) reported contract sales of RMB 621 million in May, down from RMB 703 million in the same period last year [2] - HSBC Holdings (00005.HK) repurchased 520,900 shares on June 9, costing HKD 4.6 million [2] Group 2: Market Movements - The National Integrated Circuit Industry Investment Fund Co., Ltd. reduced its stake in Hua Hong Semiconductor (01347.HK) [2] - JPMorgan increased its short position in Bilibili (09626.HK) from 7.75% to 8.27% [2] - Haitian Flavoring and Food Company plans to issue 263 million shares at a price range of HKD 35 to HKD 36.3 per share [1]

Core Viewpoint - Yuzhou Group reported a contract sales amount of 621 million RMB in May, a decrease from 703 million RMB in the same period last year [1] Group 1 - The contract sales in May 2023 were 621 million RMB, reflecting a year-on-year decline of approximately 54 million RMB [1] - The previous year's contract sales for May 2022 were recorded at 703 million RMB [1]

Core Viewpoint - The South City Du Hui project in Chengdu, once backed by Li Ka-shing, has faced significant challenges, including over 5,000 unsold residential units and a tax debt of nearly 2.8 billion yuan, leading to a complex situation involving multiple stakeholders [3][6][15]. Group 1: Project Background - The South City Du Hui project, initiated by Cheung Kong Holdings in 2004, was a major investment in Chengdu, with a total land cost of 2.135 billion yuan and a floor price of 1,030 yuan per square meter [4]. - The project has been divided into eight phases, with the seventh and eighth phases completed but not yet sold [5][6]. Group 2: Financial Issues - Shunhong Real Estate (Chengdu) Co., Ltd. has accumulated tax debts exceeding 2.8 billion yuan, primarily from land value-added tax and other taxes, with overdue periods ranging from 302 to 1,158 days [6][7][8]. - The company also owes approximately 1 to 2 billion yuan for infrastructure construction costs that the Chengdu High-tech Zone has already advanced [9]. Group 3: Stakeholder Dynamics - The ownership of the project has changed hands multiple times, with significant disputes arising between Cheung Kong, Yuzhou Group, and Chengdu Ruizhuo, leading to a complex "three-country kill" scenario [3][10][15]. - Allegations of misconduct, including the illegal seizure of company funds and documents, have exacerbated tensions between Yuzhou Group and Chengdu Ruizhuo [11][12]. Group 4: Legal and Operational Challenges - Shunhong Real Estate is involved in numerous legal disputes, with 467 cases filed against it, of which 348 are as a defendant, totaling claims of 3.816 billion yuan [14]. - The project has been effectively stalled due to various legal and operational issues, including a recent notice of work stoppage due to the pandemic and ongoing litigation [5][10].

Core Viewpoint - The Nancheng Duhui project, once backed by Li Ka-shing, has faced significant challenges, including over 5,000 unsold residential units and substantial tax debts totaling nearly 28 billion yuan, leading to a complex situation involving multiple stakeholders [1][4][10]. Group 1: Project Background - The Nancheng Duhui project was initiated by Cheung Kong Holdings in 2004, with an investment of 2.135 billion yuan and a floor price of 1,030 yuan per square meter [2]. - The project has undergone multiple ownership changes since July 2020, involving Cheung Kong, Yuzhou Group, and Chengdu Ruizhuo, creating a complicated relationship among the parties [1][2]. Group 2: Financial Issues - Shunhong Real Estate has accumulated tax debts exceeding 28 billion yuan, including over 19 billion yuan in land value-added tax and additional penalties for late payments [4][5][6]. - The company also owes approximately 1 to 2 billion yuan for infrastructure construction costs that the Chengdu High-tech Zone has already advanced [7]. Group 3: Operational Challenges - The project has been effectively stalled due to various factors, including the pandemic, legal disputes, and asset seizures, leading to a suspension of operations from April 1 to June 30, 2025 [3][10]. - Shunhong Real Estate has been involved in numerous legal cases, with 467 cases recorded, of which 348 are as defendants, totaling 3.816 billion yuan in claims [11]. Group 4: Stakeholder Conflicts - The relationship between Yuzhou Group and Chengdu Ruizhuo deteriorated, leading to accusations of financial misconduct, including the illegal seizure of company funds and documents [10][11]. - The ongoing disputes among Cheung Kong, Yuzhou Group, and Chengdu Ruizhuo have created a "three-country kill" scenario, complicating the resolution of the project's financial and operational issues [12].

Market Performance - In 2024, the sales of newly built commodity housing in China amounted to RMB 9,675.0 billion, representing a year-on-year decrease of 17.1%, with residential sales declining by 17.6%[25]. - The top 100 real estate enterprises in China experienced a double-digit decline in sales compared to the previous year, indicating a sluggish market growth[25]. - The first quarter of 2024 saw a sluggish market due to the impact of the Chinese New Year and underwhelming sales performance in March[25]. - The overall real estate market in 2024 continued to fluctuate at low levels, reflecting ongoing challenges in the sector[25]. - The market-wide expectation of price declines curbed the release of pent-up demand and intensified the wait-and-see sentiment among potential buyers[25]. Government Policies and Market Sentiment - The Chinese government's policies aimed at stabilizing the property market led to a short-term rebound in market sentiment, but the subsequent momentum proved insufficient[25]. - The introduction of new policies on May 17 provided some support to the market, but sales weakened once the policy impact faded[25]. - By the end of the third quarter, the government emphasized the need for the real estate market to "stop falling and recovery," leading to a slight year-end rebound in the fourth quarter[25]. - The introduction of robust stimulus measures at the end of the third quarter helped stabilize the market, leading to a year-end rebound[71][73]. Company Performance - In 2024, Yuzhou Group recorded contracted sales of RMB 7,953.11 million, representing a year-on-year decrease of 55.42%[29]. - The gross floor area (GFA) of contracted sales amounted to 545,787 sq.m., reflecting a year-on-year decrease of 49.84%, with an average contracted sales price of approximately RMB 14,572 per sq.m., down 11.12% year-on-year[29]. - The company achieved strong support for its debt restructuring plan, with over 90% of qualified creditors backing the agreement, surpassing the required 75% threshold[37]. - The total revenue of the Group in 2024 was RMB9,716.26 million, a decrease of 54.76% year-on-year, primarily due to a reduction in recognized property sales revenue[109]. - The loss attributable to owners of the parent for the year was RMB11,966.84 million, with a capital deficiency of RMB11,735.69 million[59]. Financial Strategies and Restructuring - Yuzhou Group has been utilizing debt restructuring, asset disposals, and relief funds to alleviate financial strain, relying primarily on sales proceeds for daily operations[36]. - A consensual and holistic offshore debt restructuring proposal was reached in February 2024, receiving strong support from over 90% of eligible creditors[36]. - The company submitted applications to the Grand Court of the Cayman Islands and the Court of First Instance of the High Court of Hong Kong for creditor meetings related to the restructuring schemes[36]. - The company aims to complete the offshore debt restructuring as soon as possible following the approval of the restructuring schemes[36]. Operational Initiatives - Yuzhou Group successfully delivered approximately 13,000 residential units across more than 14 cities, including Shanghai, Chongqing, and Wuhan, completing nearly 30 project batches in 2024[33]. - The company implemented the "Delivery Product Officer Plan" to enhance customer experience during the delivery process, involving core project members in the inspection[33]. - Yuzhou Group is focusing on asset optimization and enhancing operational capabilities to ensure key performance targets and new product offerings[46]. - The company plans to implement a standardized management strategy through the UYO Distinctive Commercial Management System, leveraging big data analytics to improve operational efficiency[39]. Market Trends and Consumer Behavior - Homebuyers became more rational and restrained in purchasing decisions during the market downturn, influenced by various price-off promotions and lowered listing prices[25]. - The average transaction price in the real estate market declined, reflecting a shift towards lower-priced, compact-sized units favored by buyers[54]. - The proportion of new home transactions continued to shrink, while second-hand home transactions stabilized and gradually recovered[54]. Sustainability and Innovation - The introduction of fourth-generation housing products is expected to enhance living experiences and attract significant consumer attention due to their eco-friendly and energy-efficient features[42]. - The Group's commitment to sustainability aligns with national "dual carbon" goals, promoting eco-friendly development practices[95]. - The "Ucube-Temperature Space" product system has been refined, focusing on "people-oriented" design principles and creating high-quality living spaces[98]. - Advanced architectural designs and environmental protection technologies are applied in multiple green building projects, promoting energy conservation and a high-quality living environment[100]. Financial Health and Risks - The Group's cash flow remains under pressure due to ongoing weak sales, necessitating reliance on sales receipts for daily operational funding[37]. - The total interest-bearing borrowings as of December 31, 2024, amounted to RMB 52.62022 billion, a decrease of 3.53% from RMB 54.54436 billion in 2023, with a weighted average interest rate of 8.07%[151]. - The asset-liability ratio, excluding advance receipts, was 115.10% as of December 31, 2024, an increase of 20.33 percentage points compared to the previous year[151]. - The basic loss per share for the year ended December 31, 2024, was RMB 1.87[145]. Human Resources and Corporate Governance - The Group's total staff decreased to 1,012 as of December 31, 2024, down from 1,211 in 2023[171]. - The Group's human resources initiatives focused on improving organizational efficiency and team vitality under the theme "30th Forge Ahead" in 2024[170]. - The Group's cultural assessment was integrated into talent selection and appointment processes to ensure high integrity and strong work ethic among employees[170].

Core Viewpoint - The Chengdu Nancheng Duhui project, previously owned by Li Ka-shing's Cheung Kong Group, has faced significant delays and legal issues, with over 5,000 residential units still under construction and a recent announcement of 1,100 units set for sale without completed renovations [1][2][4]. Group 1: Project Background - The Nancheng Duhui project was acquired by Cheung Kong in 2004 for approximately 2.135 billion yuan, with initial development slow to start [2]. - By 2020, only six of the planned eight phases had been developed, with the average selling price of residential units reaching 24,000 yuan per square meter [2]. - Cheung Kong sold the project in 2020 for about 7.847 billion yuan, despite significant unsold inventory remaining [2][3]. Group 2: Financial and Legal Issues - The project has been embroiled in debt disputes, with Cheung Kong taking legal action against RZ Company and Shunhong Chengdu for unpaid debts totaling approximately 3.8 billion yuan [7]. - RZ Company, which is partially owned by Yuzhou Group, has faced multiple financial challenges, including loans from various entities that have not been repaid [7][8]. - The project has been subject to court-ordered asset seizures, with the Chengdu High-tech Zone's land use rights and buildings being frozen until June 2026 [8]. Group 3: Current Developments - Recent reports indicate that 1,100 units are set to be sold, but suppliers like Sichuan Yijia Construction have not received contracts for renovation work, raising concerns about project viability [1][5]. - A new agreement involving multiple parties aims to facilitate the project's debt restructuring and construction resumption, although the legitimacy of this agreement is questioned by some stakeholders [9][10]. - Legal representatives have warned suppliers to verify the authenticity of agreements before making financial commitments, highlighting ongoing uncertainties in the project's management [12].