碧桂园服务(06098)发布公告，于2026年1月8日该公司斥资248.4万港元回购40万股，回购价格为每股 6.17-6.25港元。 ...

格隆汇1月8日丨碧桂园服务(06098.HK)发布公告，2026年1月8日耗资248万港元回购40万股，回购价格 每股6.17-6.25港元。 ...

Group 1 - The company, Country Garden Services (06098.HK), announced a share buyback on January 7, 2026, costing HKD 2.48 million to repurchase 400,000 shares at a price of HKD 6.2 per share [1]

Core Viewpoint - Country Garden Services (碧桂园服务) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1: Company Actions - The company will repurchase 400,000 shares at a total cost of 2.48 million Hong Kong dollars [1] - The buyback price is set at 6.2 Hong Kong dollars per share [1]

FF301 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12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: 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7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) | 02007 | 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 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 100,000,000,000 | HKD | | 0.1 HKD | | 10,0 ...

Major Events - Yunzhisheng (09678) secured a regional medical cooperation contract worth over 20 million [1] - Kelun-Biotech (06990) received breakthrough therapy designation from NMPA for TROP2 ADC drug in combination with pembrolizumab for treating PD-L1 positive locally advanced or metastatic non-small cell lung cancer [1] - InSilico Medicine (03696) entered into an 8.88 billion USD multi-year collaboration for anti-tumor drug development with Sihuiya [1] - Hutchison China MediTech (00013) is conducting a Phase III study on surufatinib combined with camrelizumab for first-line treatment of pancreatic ductal adenocarcinoma [1] - Ascletis Pharma-B (01672) announced FDA approval for IND of ASC30 in a 13-week Phase II study in diabetic patients [1] - Foryou Medical (01696) received quality standard inspection approval for its reauthorized injectable botulinum toxin from the Chinese National Medical Products Administration [1] - CanSino Biologics (06185) obtained clinical trial approval in China for its 24-valent pneumococcal polysaccharide conjugate vaccine [1] - Stone Group (02005) received drug production registration approval for perindopril and amlodipine tablets [1] - Sunny Optical Technology (02382) proposed to spin off its automotive optical business for independent listing on the Hong Kong Stock Exchange [1] - Dongyang Sunshine Pharmaceutical (06887) completed the first patient enrollment for HECN30227 in China [1] - Haitong International's subsidiary plans to sell 100% equity of Guohua Machinery for 342 million [1] - Yuexiu Property (00123) subsidiary intends to sell 73.74% actual equity in Hangzhou Yueyun [1] - CIMC Group (02039) subsidiary CIMC Shilianda plans to introduce strategic investors through capital increase and transfer of a small number of old shares [1] Operating Performance - Chifeng Jilong Gold Mining (06693) expects annual net profit attributable to shareholders to be approximately 3 billion to 3.2 billion, an increase of about 70% to 81% year-on-year [2] - Corning Hospital (02120) anticipates outpatient visits to reach approximately 720,200 in 2025, a year-on-year increase of 29% [2] - Seres (09927) reported total vehicle sales of 63,700 units in December, a year-on-year increase of 53.54% [2] - Xiehe New Energy (00182) reported an equity power generation of 790.32 GWh in December [2] - Country Garden (02007) reported contract sales amounting to approximately 2.69 billion attributable to shareholders in December [2]

Core Insights - Yang Huiyan has led Country Garden through a challenging period since taking over as chairperson, marking over 1000 days in leadership [3][14] - The company faced significant difficulties, with sales dropping from 219.98 billion yuan in 2023 to 60.48 billion yuan in 2024 and further to 40.28 billion yuan in 2025, leading to a shift in focus towards stabilizing operations and debt management [3][14] - The announcement of a "second entrepreneurship" phase indicates a transition from crisis management to normal operational recovery, emphasizing quality and refined operations [3][14] Debt Restructuring - Debt restructuring has been a critical strategy for the company under Yang Huiyan's leadership, with significant losses anticipated in the first half of 2023 due to unfavorable market conditions [4][15] - The company announced a debt restructuring proposal on January 9, 2025, with a total of approximately 177 billion USD in foreign debt and 13.77 billion yuan in domestic debt successfully restructured by December 4, 2025 [4][15][16] - The restructuring is expected to reduce the overall debt burden by over 90 billion yuan and significantly lower financing costs to 1%-2.5%, alleviating cash flow pressures and enhancing net assets [5][16] Management Changes - On December 4, 2025, the company announced new management appointments, with Mo Bin becoming co-chairman and Cheng Guangyu taking over as president, aimed at enhancing strategic operations and addressing business challenges [6][17][18] - The management reshuffle aligns with the company's efforts to restore normal operations following the successful debt restructuring [6][18] Strategic Direction - The company is entering a new development phase, focusing on optimizing debt structure and restoring normal operations, as highlighted in a joint New Year's message from Yang Huiyan, Mo Bin, and Cheng Guangyu [8][20] - Yang Huiyan emphasized a shift in operational thinking from large-scale development to refined operations, integrating customer-centric approaches into all processes [9][22] - The "one body, two wings" strategy, which includes real estate development and technology construction, is expected to align with current policy directions and create new growth opportunities [9][21] Market Position and Challenges - The real estate market has shifted to a buyer's market, necessitating a change in operational strategies to meet localized demands and enhance customer satisfaction [10][23] - Despite the positive developments, the company still faces challenges, including numerous legal issues and outstanding debts totaling over 6.3 billion yuan [10][23]

Core Viewpoint - Yang Huiyan has led Country Garden through a challenging period since taking over as chairperson, focusing on debt restructuring and transitioning the company's operational strategy towards quality and precision management [4][12]. Group 1: Company Challenges and Debt Restructuring - Upon Yang Huiyan's takeover in March 2023, Country Garden faced its most significant difficulties, with total sales dropping from 219.98 billion yuan in 2023 to 60.48 billion yuan in 2024 and further to 40.28 billion yuan in 2025 [4]. - The company issued a profit warning in August 2023, anticipating substantial losses due to unfavorable sales and refinancing conditions, and acknowledged underestimating the market downturn [6]. - By December 2025, Country Garden successfully completed a debt restructuring plan for approximately 177 billion USD in offshore debt and 13.77 billion yuan in onshore debt, significantly reducing its debt burden by over 90 billion yuan [7][8]. Group 2: Management Changes - On December 4, 2025, alongside the announcement of debt restructuring progress, Country Garden appointed new management, with Mo Bin becoming co-chairman and Cheng Guangyu taking over as president [10]. - The management changes are aimed at enhancing the board's effectiveness and addressing the company's challenges in the new operational phase [10]. Group 3: New Strategic Direction - Yang Huiyan introduced the concept of "second entrepreneurship" in December 2025, marking a shift from crisis management to optimizing debt structure and restoring normal operations [12][13]. - The company plans to focus on quality improvement and urban renewal, aligning with the government's policy shift from scale to quality in the real estate market [14]. - Country Garden's strategy includes leveraging its technology construction capabilities and expanding its management services, with over 200 projects and 18.68 million square meters managed by its subsidiary [14]. Group 4: Market Position and Future Outlook - The company recognizes the transition to a buyer's market and aims to refine its operational approach, emphasizing localized products and services tailored to specific community needs [15]. - Despite ongoing challenges, including significant legal and financial issues, Country Garden is positioned to emerge from its debt crisis and redefine its competitive edge in the real estate sector [16].

Core Viewpoint - Country Garden disclosed its unaudited operating brief for December 2025, indicating a significant contract sales amount and area sold, reflecting the company's performance in the real estate market [1] Group 1: Financial Performance - In December 2025, Country Garden and its subsidiaries, along with joint ventures and associates, achieved a contract sales amount attributable to shareholders of approximately 2.69 billion yuan [1] - The contract sales area attributable to shareholders was approximately 310,000 square meters [1]

Core Viewpoint - Country Garden (02007) reported a contract sales amount attributable to shareholders of approximately RMB 2.69 billion for December 2025, along with a contract sales area of about 310,000 square meters [1] Group 1 - The company achieved a contract sales amount of approximately RMB 2.69 billion in December 2025 [1] - The total contract sales area attributed to the company's shareholders was around 310,000 square meters [1]