FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 碧桂園控股有限公司 (於開曼群島註冊成立之有限公司) 呈交日期： 2026年2月2日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02007 | 說明 | 普通股 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | | | | | | 事件 | 已發行股份（ ...

Core Viewpoint - The second-hand housing market in core cities has shown signs of recovery, with the top 100 real estate companies achieving a sales turnover of 165.45 billion yuan in January 2026, indicating a positive trend in the market [1][16][17]. Group 1: Sales Performance - The top 100 real estate companies achieved a sales turnover of 165.45 billion yuan in January 2026, which is a significant performance indicator for the industry [16][17]. - Among the top 100 companies, 32 reported year-on-year growth in sales, with 10 companies experiencing growth rates exceeding 100% [26][27]. - Notably, companies like Junyi Holdings and Bontai Group saw substantial increases in sales, attributed to strategic investments made since 2021 [28][29]. Group 2: Market Trends - The new housing market is experiencing a slowdown, while the second-hand housing market is showing signs of recovery, with a 16% month-on-month increase in transaction volume for second-hand homes in key cities [31][32]. - The central government has introduced various supportive policies aimed at revitalizing the real estate market, including financial support measures and tax incentives, which are expected to stimulate demand, particularly in the second-hand housing sector [33]. Group 3: Company Rankings - In January 2026, the top companies by sales included Poly Development (15.6 billion yuan), China Overseas Property (14.48 billion yuan), and China Resources Land (11.65 billion yuan) [8]. - Seven new companies entered the top 100 list, with CITIC City Development making a notable entry into the top 30 [23][24]. Group 4: Policy Impact - The government has focused on urban renewal and financing optimization, which are expected to enhance the market's stability and encourage investment in real estate [33]. - The central bank's monetary policy adjustments, including a reduction in the re-lending rate and changes to down payment requirements for commercial properties, are designed to alleviate financial pressures on real estate companies [33].

碧桂园服务(06098)发布公告，于2026年1月30日该公司斥资383.4万港元回购60万股，回购价格为每股 6.38-6.40港元。 ...

格隆汇1月30日丨碧桂园服务(06098.HK)发布公告，2026年1月30日耗资383.4万港元回购60万股，回购 价格每股6.38-6.4港元。 ...

智通财经APP讯，碧桂园服务(06098)发布公告，于2026年1月30日该公司斥资383.4万港元回购60万股， 回购价格为每股6.38-6.40港元。 ...

碧桂园(02007)发布公告，于2026年1月30日因转换可转换债券而发行合共1.87亿股。 ...

智通财经APP讯，碧桂园(02007)发布公告，于2026年1月30日因转换可转换债券而发行合共1.87亿股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) FF305 | | | 第 2 頁 共 6 頁 v 1.3.0 表格類別： 股票 狀態： 新提交 公司名稱： 碧桂園控股有限公司 (於開曼群島註冊成立之有限公司) 呈交日期： 2026年1月30日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | | 02007 | 說明 | 普通股 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | ...

Investment Rating - The report does not explicitly provide an investment rating for the real estate industry Core Insights - The real estate industry in China is transitioning towards high-quality development, with delivery being a key indicator of competitiveness and an essential aspect of operations [3] - In 2025, the top three companies in terms of delivery volume are Country Garden with 170,000 units, China Overseas with 133,200 units, and Poly Developments with 130,000 units [4][9] - The total delivery volume for the top 10 companies in 2025 is projected to be 996,800 units, a decrease of 36% compared to 2024 [9] - The industry is moving away from high turnover models, with delivery capability becoming a core metric for companies to navigate through cycles [10] - Companies are focusing on enhancing the quality of delivery, with an emphasis on customer experience and service [10][20] Delivery Scale - In 2025, five companies are expected to deliver over 100,000 units, and ten companies over 50,000 units, with 34 companies delivering more than 10,000 units [9] - The report highlights that the delivery scale is expected to continue declining due to the completion of delivery tasks and a decrease in sales volume [9] Notable Delivery Projects - The report lists several exemplary delivery projects, including "Times City" by China Resources and Huafa, and "Wenzhou Tianyuexi" by Poly Developments and China Merchants Shekou [7] - Projects like "D10 Tianyuan" by New Hope Real Estate achieved early delivery, showcasing effective execution and customer service [11] - The report emphasizes the importance of community facilities and overall living experience in enhancing customer satisfaction and reducing post-delivery disputes [19] Product Implementation and Service Optimization - The report indicates that delivery capability is becoming a critical link connecting product design innovation, green construction standards, and comprehensive service experiences [16] - Companies are focusing on upgrading their service offerings throughout the entire lifecycle of the product, moving from timely delivery to quality and value delivery [16] Community and Service Enhancements - Community infrastructure is highlighted as a key aspect of product delivery, enhancing customer belonging and satisfaction [19] - The report notes that personalized services and immersive experiences are crucial for building brand trust and improving customer satisfaction [20]

碧桂园服务(06098)发布公告，于2026年1月29日，该公司斥资377.4万港元回购60万股股份，每股回购价 6.25-6.35港元。 ...