格隆汇1月14日丨碧桂园服务(06098.HK)公告，1月14日耗资624.26万港元回购100万股，每股回购价 6.23-6.25港元。 ...

智通财经APP讯，碧桂园(02007)公布，2026年1月14日因转换可转换债券合共发行约3.82亿股股份。 ...

碧桂园(02007)公布，2026年1月14日因转换可转换债券合共发行约3.82亿股股份。 ...

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1月14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 | | ...

Core Insights - The real estate market in China shows signs of recovery as 13 out of 18 reported companies achieved month-on-month sales growth in December 2025, with notable performances from companies like China Overseas Land & Investment and China Resources Land [1][2][3] Group 1: Sales Performance - 72.22% of the 18 real estate companies reported month-on-month sales growth as of January 12, 2026, with five companies achieving record monthly sales [1] - China Resources Land led with a monthly sales figure of 410 billion yuan, followed by China Overseas at 398.32 billion yuan and China Merchants Shekou at 258.44 billion yuan [2] - China Overseas achieved a three-month consecutive sales increase, with December sales reaching 398.32 billion yuan, supported by various high-end and affordable housing projects [2][3] Group 2: Yearly Sales Data - Poly Developments topped the 2025 sales chart with 2530.3 billion yuan, despite a 21.67% decline from 2024, maintaining a lead over China Overseas [4] - Other companies in the billion-yuan sales club include China Resources Land, China Merchants Shekou, and Greentown China, with sales figures of 2336 billion yuan, 1960.09 billion yuan, and 1534 billion yuan respectively [4] Group 3: Market Dynamics - The recovery in sales is expected to stabilize market confidence and alleviate buyer hesitation, contributing to a positive growth outlook for the real estate sector [3] - Companies like Sunac China and Country Garden, despite facing operational challenges, remain in the top sales rankings, with 368.4 billion yuan and 330 billion yuan in sales respectively [5] Group 4: Land Acquisition Strategies - Leading companies are focusing on land acquisition in first and second-tier cities, with China Overseas reporting 60.6% of its sales from major cities [6][7] - Poly Developments has shifted its land acquisition strategy, increasing investments in Shanghai while reducing its presence in Beijing, with significant spending in Guangzhou [6][7]

碧桂园服务回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2026.01.13 | 139.40 | 6.250 | 6.240 | 871.10 | | 2026.01.12 | 170.00 | 6.280 | 6.230 | 1061.50 | | 2026.01.09 | 21.90 | 6.250 | 6.250 | 136.88 | | 2026.01.08 | 40.00 | 6.250 | 6.170 | 248.40 | | 2026.01.07 | 40.00 | 6.200 | 6.200 | 248.00 | | 2026.01.02 | 81.60 | 6.080 | 6.020 | 494.11 | 证券时报·数据宝统计，碧桂园服务在港交所公告显示，1月13日以每股6.240港元至6.250港元的价格回 购139.40万股，回购金额达871.10万港元。该股当日收盘价6.260港元，上涨0.16%，全天成交额4220.25 万港元。 自1月7日以 ...

Core Insights - The real estate market in China shows signs of recovery as 13 out of 18 reported companies achieved month-on-month sales growth in December 2025, with notable performances from companies like China Overseas Land & Investment and China Resources Land [1][3][4] - Poly Developments maintained its leading position in annual sales for 2025, despite a year-on-year decline, with a total sales figure of 2530.3 billion yuan, outperforming China Overseas Land by 17.98 billion yuan [1][6] - The trend of increasing sales among major real estate firms is expected to stabilize market confidence and alleviate buyer concerns, contributing to a positive outlook for the industry [4][6] Sales Performance - In December 2025, China Resources Land led with sales of 410 billion yuan, followed by China Overseas Land at 398.32 billion yuan and China Merchants Shekou at 258.44 billion yuan [3] - The sales growth rates for December 2025 were significant, with Sunac China experiencing a 163.39% increase due to a low base in November, while other firms like China Overseas Land and China Resources Land also reported substantial growth rates of 79.14% and 78.26% respectively [4] Market Dynamics - The competitive landscape among top real estate firms has stabilized, with Poly Developments focusing heavily on the Guangzhou market, investing 648.24 billion yuan from 2023 to 2025, compared to 265.02 billion yuan in Beijing and 359.27 billion yuan in Shanghai [1][9] - The second-tier firms (500 billion to 1 trillion yuan) averaged sales of 646.4 billion yuan, while third-tier firms (300 billion to 500 billion yuan) averaged 381.3 billion yuan, indicating a diverse recovery across different company sizes [7] Strategic Adjustments - Major firms are adjusting their land acquisition strategies, with a focus on first and second-tier cities. For instance, China Overseas Land's sales in major cities accounted for 60.6% of its total sales, while Poly Developments has also shifted its focus towards Shanghai, increasing its land acquisition there significantly [8][9] - The overall trend indicates that while some firms are facing challenges, others are leveraging their strong market positions and operational capabilities to navigate the current landscape effectively [6][7]

Core Insights - The real estate market in China is showing signs of recovery as 13 out of 18 reported companies achieved month-on-month sales growth in December 2025, with notable performances from companies like China Overseas Land & Investment and China Resources Land [1][3][4] - Poly Developments maintained its leading position in 2025 with a total sales figure of 2530.3 billion yuan, despite a year-on-year decline of 21.67% compared to 2024 [6] - The trend of increasing sales is expected to stabilize market confidence and alleviate buyer concerns, contributing to a positive outlook for the industry [4][7] Company Performance - Poly Developments led the sales with 2530.3 billion yuan, followed by China Overseas at 2512.32 billion yuan, and China Resources Land at 2336 billion yuan [6][7] - In December 2025, China Resources Land achieved a sales figure of 410 billion yuan, while China Overseas reached 398.32 billion yuan, and China Merchants Shekou reported 258.44 billion yuan [3][4] - Companies like Sunac China and Country Garden, despite facing operational challenges, remained in the top ranks with sales of 368.4 billion yuan and 330 billion yuan respectively [7] Market Trends - The recovery in sales is uneven across different tiers of companies, with Sunac China showing a significant month-on-month increase of 163.39% in December due to a low base in November [4] - The second-tier companies (sales between 500 billion to 1000 billion yuan) averaged 646.4 billion yuan, while the third-tier (300 billion to 500 billion yuan) averaged 381.3 billion yuan [7] - The focus on land acquisition in first and second-tier cities is evident, with companies like China Overseas and Poly Developments significantly increasing their investments in these areas [8][9] Strategic Adjustments - Poly Developments has shifted its land acquisition strategy, increasing its focus on Shanghai while reducing investments in Beijing, with land payments in Shanghai surpassing those in Beijing in recent years [9] - The overall strategy of major companies emphasizes deepening land reserves in key urban areas, which is crucial for sustaining sales performance [8][9]

Group 1 - The core viewpoint of the articles highlights the significant decline in the delivery scale of major Chinese real estate companies in 2025, with the top three companies delivering 170,000, 133,200, and 130,000 units respectively, and a total delivery of 996,800 units, which is a 36% decrease compared to 2024 [1][16] - The industry is transitioning from a high-turnover model to a focus on delivery capability as a core indicator for companies to navigate through cycles, emphasizing quality and service in the delivery system [2][5] - Companies like China Overseas Land and Investment (COLI) are leading in delivery quality, implementing comprehensive management systems that cover the entire delivery process, ensuring high standards in construction and customer experience [2][3] Group 2 - Early delivery practices are becoming crucial for companies to enhance customer experience and demonstrate execution efficiency, with several projects achieving early delivery milestones [3][4] - High delivery rates reflect the quality and service value of real estate projects, with several projects achieving over 95% delivery satisfaction rates [4][6] - The integration of community facilities into project delivery is enhancing customer satisfaction and reducing post-delivery service issues, as seen in various projects that focus on creating a holistic living experience [10][13] Group 3 - The articles emphasize the importance of service and experience in amplifying delivery capability, with personalized services and immersive experiences becoming key to building brand trust and customer loyalty [13][14] - Companies are increasingly focusing on lifecycle service upgrades, moving from timely delivery to quality and value delivery, which is seen as a strategic position for high-quality industry development [5][6] - The delivery of high-quality projects is being recognized as a benchmark for industry standards, with numerous companies achieving significant milestones in their delivery capabilities [20][21]

智通财经APP讯，碧桂园服务(06098)发布公告，该公司于2026年1月13日斥资871.1万港元回购139.4万股 股份，每股回购价格为6.24-6.25港元。 ...