本文源自：金融界 金融界6月19日消息，上证指数低开低走，中证港股通非银行金融主题指数 (港股通非银，931024)下跌 2.62%，报3445.53点，成交额188.69亿元。 数据统计显示，中证港股通非银行金融主题指数近一个月上涨8.98%，近三个月上涨6.39%，年至今上 涨21.74%。 据了解，中证港股通非银行金融主题指数从港股通证券范围中选取符合非银行金融主题的不超过50家上 市公司证券作为指数样本，以反映港股通范围内非银行金融主题上市公司的整体表现。该指数以2014年 11月14日为基日，以3000.0点为基点。 从指数持仓来看，中证港股通非银行金融主题指数十大权重分别为：中国平安（14.86%）、友邦保险 （14.77%）、香港交易所（14.3%）、中国人寿（8.75%）、中国财险（6.72%）、中国太保 （6.66%）、中国人民保险集团（4.03%）、新华保险（3.76%）、ESR（2.53%）、中信证券 （2.5%）。 从中证港股通非银行金融主题指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证港股通非银行金融主题指数持仓样本的行业来看，金融占比100.00%。 资料显示， ...

新华财经北京6月18日电（王菁）在宏观经济转型的深层逻辑中，REITs市场与我国经济高质量发展呈 现出显著的协同效应。自2021年6月首批产品上市运行以来，经过四年的摸索与发展，我国公募REITs 市场已从破冰试点发展成为资本市场的重要组成部分。 "整体来看，我们致力于提供涵盖开发型、核心型、私募房地产基金和REITs等一系列解决方案，助力投 资者把握高增长行业的机遇，这其中也包括中航易商仓储物流REIT这一优质案例。"沈晋初补充道。 随着工业生产和消费领域的持续修复，仓储物流服务市场需求得以提振，我国仓储物流行业发展预期值 得期待。作为全球知名的新经济不动产管理公司，ESR集团已经深度参与到我国REITs市场，2025年1 月，中航易商仓储物流REIT在上交所上市，至今已经平稳运行近5个月。 为何选择中国？原始权益人对于项目的诚意体现在哪些方面？不动产、仓储物流行业如何具体践行"可 持续"理念？......近期，新华财经带着相关问题与ESR集团联合创始人兼联席首席执行官沈晋初展开交 流，探寻外资"拥抱"境内"新兴"资本市场产品的初衷与体会。 识别中国市场关键定位 "新经济"理念辐射三大方向 ESR集团与中国 ...

据深交所消息，港股通标的证券名单进行调整，ESR被调出，此变动将自2025年6月17日起生效。 ...

深交所公告， 港股通标的证券名单发生调整并自2025年06月17日起生效，调出 ESR。 ...

| 蜡笔小新食品(01262) | 2.530 | 2.600 | 2.77% | | --- | --- | --- | --- | | 中国罕王(03788) | 2.320 | 2.330 | 2.64% | | 六福集团(00590) | 22.000 | 22.350 | 2.52% | | 江苏宁沪高速公路 | 11.280 | 11.420 | 2.51% | | (00177) | | | | | 科济药业－Ｂ(02171) | 24.450 | 24.800 | 2.48% | | 恒基地产(00012) | 26.900 | 27.000 | 2.47% | | 希慎兴业(00014) | 14.300 | 14.380 | 2.42% | | 港华智慧能源(01083) | 3.780 | 3.890 | 2.37% | | 恒隆集团(00010) | 12.180 | 12.240 | 2.34% | | 天津创业环保股份 | 4.040 | 4.050 | 2.27% | | (01065) | | | | | 安徽皖通高速公路 | 13.820 | 13.900 | 2.21% | ...

智通财经APP获悉，截止5月22日收盘，有88只股票创52周新高，其中名仕快相(08483)、茂盛控股 (00022)、帝王实业控股(01950)创高率位于前3位，分别为67.60%、46.55%、45.71%。 | 南方东英越南３０ | 6.690 | 6.690 | 0.22% | | --- | --- | --- | --- | | (03004) | | | | | 诺诚健华(09969) | 10.960 | 11.320 | 0.18% | | 港灯－ＳＳ(02638) | 5.680 | 5.680 | 0.18% | | ESR(01821) | 12.860 | 12.860 | 0.16% | | 招商局港口(00144) | 14.320 | 14.460 | 0.14% | | 紫金矿业(02899) | 18.580 | 18.980 | 0.12% | | Ａ博时人民币－Ｒ | 1,059.000 | 1,059 | 0.05% | | (83192) | | | | | 工银南方国债(03199) | 115.400 | 115.400 | 0.04% | | Ａ博时港元(03 ...

| 健倍苗苗(02161) | 2.380 | 2.380 | 0.42% | | --- | --- | --- | --- | | 中视金桥(00623) | 2.710 | 2.750 | 0.36% | | 古茗(01364) | 26.600 | 27.550 | 0.36% | | ＴＣＬ电子(01070) | 11.000 | 11.220 | 0.36% | | 建设银行(00939) | 6.970 | 7.000 | 0.29% | | 中国移动(00941) | 88.100 | 88.450 | 0.23% | | ＧＸ日本全球领导 | 70.160 | 70.160 | 0.20% | | (03150) | | | | | ＧＸ０３月债(03440) | 55.360 | 55.360 | 0.18% | | 港灯－ＳＳ(02638) | 5.650 | 5.670 | 0.18% | | 安硕亚洲除日(03010) | 59.880 | 60.100 | 0.17% | | ESR(01821) | 12.840 | 12.840 | 0.16% | | ＧＸＡＩ基础设施 | 5 ...

丘钛科技(01478.HK)3月摄像头模组销售合计3792.8万件 环比增长41.8% 【今日焦点】 远大医药(00512.HK)：全球创新激素纳米混悬滴眼液海外III期临床研究顺利达到临床终点 远大医药(00512.HK)公告，集团在眼科领域的合作伙伴台新药股份有限公司公布其用于抗炎镇痛的激素 纳米混悬滴眼液 APP13007 在美国开展的 II 期临床研究和两项 III 期临床研究，均已顺利达到临床终 点。根据临床结果显示，APP13007 在治疗眼科术后抗炎和镇痛方面有着显着的有效性，且安全性良 好，计划将于今年上半年向美国食品药品监督管理局(Food and Drug Administration，FDA)递交上市许 可申请(NDA)。集团拥有该产品在中国大陆、香港和澳门地区的独家开发和商业化权利。 君实生物(688180.SH)：senaparib用于晚期卵巢癌全人群一线维持治疗的III期临床研究达到主要研究终 点 君实生物(688180.SH)公布，近日，公司与南京英派药业有限公司("英派药业")合作开发的聚腺苷二磷酸 核糖聚合酶("PARP")抑制剂senaparib(产品代号：JS109/IM ...

Financial Performance - ESR Group Limited's total assets under management reached $141.7 billion, with a management fee-related asset management scale of $71.4 billion[16]. - The company raised $5.4 billion in the fiscal year 2024, with 78% attributed to new economy investments[21]. - The total assets under management reached $142 billion, with management fee income of $710 million for the fiscal year 2024[49]. - In the fiscal year 2024, the company recorded total revenue of $639 million, with over 75% derived from the fund management segment[76]. - The fund management segment's EBITDA for fiscal year 2024 was $321 million, while the overall EBITDA for the company was negative $80 million[77]. - The company recorded a net loss of $726.3 million for the fiscal year 2024, compared to a net profit of $268.1 million in fiscal year 2023, primarily due to negative fair value changes of assets and reduced transaction fees[163]. - Revenue decreased by 26.7% from $871.3 million in fiscal year 2023 to $639 million in fiscal year 2024, mainly due to lower management fees which fell by 32.4% to $497.8 million[164]. - EBITDA dropped from a profit of $724.6 million in fiscal year 2023 to a loss of $415.6 million in fiscal year 2024, while PATMI decreased from a profit of $230.8 million to a loss of $699.8 million[168]. - The company's administrative expenses increased by 51.3% to $696.7 million in fiscal year 2024, largely due to impairment losses related to non-core asset sales[171]. Asset Management and Investments - ESR's investment portfolio includes $10.1 billion in private logistics and $12.6 billion in listed real estate investment trusts[17]. - New economy investments accounted for 46% of the uncalled capital, totaling $22.3 billion[24]. - The total construction area managed by ESR is 47 million square meters[24]. - The company aims to expand its project reserves and capital, targeting over 2 gigawatts of land and power acquisition in the Asia-Pacific region[72]. - The company has committed to a joint venture with CloudHQ valued at $2 billion, providing 130 megawatts of capacity, expected to stabilize capital deployment in 2025[72]. - ESR's development pipeline amounts to approximately $11.4 billion, with over 50% of projects located in high-growth regions such as Australia, New Zealand, Japan, and South Korea[83]. - The total asset management scale of the new economy-related assets managed by the group is approximately $42.6 billion, with one of the largest development projects in the Asia-Pacific region reaching $11.4 billion[156]. - The company completed approximately $1.1 billion in asset sales since January 2024, including assets sold to investment companies managed by ESR[127]. Sustainability and ESG Commitments - The company aims to achieve carbon neutrality as part of its sustainable development mission[8]. - ESR is focusing on sustainable development and ESG commitments, integrating these principles into the planning, design, development, and management of its data center assets[71]. - ESR is committed to sustainable development principles and aims to integrate ESG factors into its business practices to create long-term and sustainable value for stakeholders[193]. - The company has outlined its 2024 ESG priorities and performance summary, aligning with the ESG 2030 development blueprint[193]. - Sustainability is at the core of ESR's mission, with a commitment to developing and maintaining sustainable and efficient buildings[199]. Operational Efficiency and Strategy - The company aims to enhance operational efficiency and reduce unit operating costs through continuous improvement and innovation initiatives[33]. - ESR's integrated fund management and development platform generates fees across the entire real estate value chain, including asset management fees, development fees, and incentive fees[29]. - The company is focused on executing and expanding its industry-leading development projects while simplifying operations through the sale of non-core assets[91]. - ESR's commitment to a light-asset strategy aims to optimize its balance sheet and drive sustainable growth in recurring management fee income[90]. - The company is positioned for sustainable growth through a streamlined business model and a focus on core strengths within the One ESR integrated platform[84]. Market Position and Recognition - ESR ranked as the largest real estate management company in the Asia-Pacific region according to the 2024 ANREV fund management survey, and is also among the top ten global real estate investment management companies[29]. - The company is ranked first in the 2024 PERE Asia-Pacific Fund Manager Guide among private real estate fund managers[22]. - The group has been recognized as a leader in the real estate investment management sector, ranking first in Asia and sixth globally in various assessments[103]. Debt and Financial Management - The weighted average cost of interest decreased by 60 basis points to 4.7% for the fiscal year 2024[52]. - The net debt increased from $4.978 billion in fiscal year 2023 to $5.234 billion in fiscal year 2024, resulting in a net debt to total assets ratio of 35.3%[61]. - The group aims to reduce its debt-to-asset ratio, which stood at 35.3% as of December 31, 2024, through ongoing asset sales and capital management strategies[185]. - The group's total borrowings slightly increased to $6.1 billion as of December 31, 2024, from $6.0 billion as of December 31, 2023, mainly due to delayed capital cycle receipts[177]. Development Projects and Future Outlook - ESR's data center strategy includes the development of a $2 billion data center campus in Osaka, Japan, with a total capacity of 130 MW[135]. - The company has ongoing construction projects in China and Japan, with significant logistics facilities expected to be completed by 2025[162]. - The group’s major investment properties include logistics facilities with various completion dates extending to 2071[160][161]. - The company announced a joint venture with CloudHQ to develop and operate a $2 billion, 130 MW data center campus in Japan[51].

Financial Performance - ESR Group Limited reported total revenue of $638.987 million for the fiscal year 2024, a decrease of 26.7% compared to $871.326 million in 2023[5]. - The company recorded a net loss of $726.310 million in 2024, a significant decline from a profit of $268.056 million in 2023, representing a 371.0% change[5]. - The adjusted EBITDA for 2024 was a loss of $79.624 million, down 109.0% from an EBITDA of $885.331 million in 2023[5]. - The group's revenue decreased by 26.7% from $871.3 million in FY2023 to $639 million in FY2024, primarily due to lower management fees, which fell by 32.4% from $736.7 million to $497.8 million[28]. - EBITDA dropped from a profit of $724.6 million in FY2023 to a loss of $415.6 million in FY2024, representing a decline of 157.4%[31]. - PATMI decreased from a profit of $230.8 million in FY2023 to a loss of $699.8 million in FY2024, a reduction of 403.1%[31]. - The company reported a net loss attributable to equity holders of $(699,810,000) in 2024 compared to a profit of $230,849,000 in 2023, marking a significant decline[88]. - Basic loss per share was $(0.17) in 2024, down from earnings of $0.05 per share in 2023[88]. Asset Management and Fundraising - The total assets under management related to management fee income reached $71.4 billion as of December 31, 2024, with a total building area of 46.5 million square meters[7]. - ESR secured $5.4 billion in fundraising despite a challenging capital-raising environment, with capital raised across Australia, Korea, Japan, mainland China, and Singapore[11]. - The core asset management fee income continued to grow, contributing over 75% to the total revenue, despite a decrease in fund management EBITDA due to the absence of performance fees in 2024[14]. - ESR Group recorded fund management revenue of $498 million for the fiscal year 2024, with a year-on-year growth of approximately 6.6% in recurring core asset management fee income despite market challenges[15]. - Total fundraising for the fiscal year 2024 reached $5.4 billion, with new economy fundraising performing strongly at $4.2 billion, a year-on-year increase of 53%[17]. Operational Developments - ESR is developing a $2 billion data center project in Osaka, Japan, with a total capacity of 130 megawatts, highlighting its commitment to operational execution[13]. - The occupancy rate of new economy assets was maintained at 87% as of December 31, 2024, with a weighted average lease expiry of approximately 4.4 years by income and 3.8 years by area[18]. - The group recorded approximately 8 million square meters of lease renewals and new leases during the fiscal year 2024, an increase compared to the fiscal year 2023, with a weighted average rental growth rate of approximately 12.6%[18]. - The total amount of projects commenced and completed in the fiscal year 2024 was $1.8 billion and $3.6 billion, respectively, with 23% of the commenced projects being data center projects[20]. Financial Position and Liabilities - Total assets decreased from $16.2 billion as of December 31, 2023, to $14.8 billion as of December 31, 2024, a reduction of 8.6%[36]. - The group's total equity decreased from $8.7 billion as of December 31, 2023, to $7.5 billion as of December 31, 2024, primarily due to an annual net loss of $726.3 million and unrealized currency translation losses[42]. - The company's total assets decreased to $14,822,964,000 in 2024 from $16,191,075,000 in 2023, reflecting a reduction of 8.5%[54]. - The debt-to-asset ratio increased to 35.3% in 2024 from 30.7% in 2023, indicating a higher level of leverage[54]. - The net debt increased to $5,234,343,000 in 2024 from $4,977,985,000 in 2023, an increase of 5.2%[54]. - The company's total liabilities decreased from $7,206,324 thousand in 2023 to $6,371,324 thousand in 2024, a reduction of approximately 11.6%[60]. - Total bank loans and borrowings slightly increased to $6.1 billion as of December 31, 2024, from $6.0 billion as of December 31, 2023, mainly due to delayed collection of capital cycle transaction proceeds[40]. Strategic Initiatives and Governance - The group aims to leverage its logistics real estate, data centers, and infrastructure platforms to capture the next phase of growth amid a challenging economic outlook[25]. - The group has made significant progress on its ESG 2030 development blueprint, with a female representation rate of approximately 47% in the workforce for the fiscal year 2024, an increase of 1% year-on-year[22]. - The company completed the proposed spin-off of logistics assets through a publicly offered infrastructure securities investment fund, which is set to list on the Shanghai Stock Exchange[44]. - The company has adopted corporate governance practices in line with the applicable code provisions throughout the fiscal year ending December 31, 2024[110]. - The board of directors includes both executive and non-executive members, ensuring diverse governance[117].