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8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: 中梁控股集團有限公司 呈交日期: 2025年9月3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) | 02772 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 20,000,000,000 | HKD | | 0.01 | HKD | | 200,000,000 | | 增加 / 減少 (-) | | | 0 | | | | HKD | | 0 | | 本月底結存 | | | 20,000,000,000 | HKD | | 0.01 | HKD | | 200,000,000 | 本月 ...

Group 1 - The core viewpoint indicates that the stock prices of major Chinese property companies have generally declined, with notable drops in companies such as Zhongliang Holdings (down 5.26% to HKD 0.072), China Overseas Grand Oceans (down 3.67% to HKD 2.36), and others [1] - According to data from CRIC, the top 100 real estate companies achieved a cumulative sales amount of CNY 20,708.8 billion in the first eight months of 2025, representing a year-on-year decrease of 13.1%, with the decline rate expanding by 0.6 percentage points compared to the previous seven months [1] - In August alone, the sales amount was CNY 2,070.4 billion, reflecting a month-on-month decrease of 1.9% and a year-on-year decrease of 17.6% [1] Group 2 - Guosheng Securities noted that the overall real estate market continued its adjustment trend in August, with the sales amount of the top 100 companies declining month-on-month, although the year-on-year decline rate further expanded due to a lower base last year [1] - Zhongyin Securities suggested that following the optimization of home purchase policies outside the Fifth Ring Road in Beijing, similar policies were implemented in Shanghai last week, which may lead to an increase in market activity in the upcoming traditional peak season over the next two months [1]

Group 1 - The stock of Zhongliang Holdings (02772) closed at 0.07 RMB, up 1.33% from the previous trading day, with a total market capitalization of 298 million RMB [1] - For the first half of 2025, Zhongliang Holdings reported revenue of 5.13 billion RMB and a net loss of 1.381 billion RMB, resulting in an earnings per share of -0.2 RMB and a negative price-to-earnings ratio of -0.12 [1] - One brokerage firm has given a buy recommendation for Zhongliang Holdings [1] Group 2 - In the first five months of 2025, Zhongliang Holdings achieved a cumulative contract sales amount of approximately 5.37 billion RMB, with a total sales area of about 501,000 square meters and an average contract sales price of approximately 10,700 RMB per square meter [1] - In the first four months of 2025, Zhongliang Holdings delivered nearly 7,500 new homes across the country [2] - In the first quarter of 2025, the cumulative contract sales amount (including joint ventures and associates) was 3.4 billion RMB, with a total sales area of 308,000 square meters and an average contract sales price of approximately 11,000 RMB per square meter [2] Group 3 - Zhongliang Holdings proposed to extend two bonds totaling 1.319 billion USD, which are due in 2027 [1] - The company announced a consent solicitation regarding the amendment of its outstanding notes and bonds as of May 27, 2025 [2]

Core Viewpoint - Several Chinese real estate companies, including Greentown China, China Jinmao, and others, experienced stock price increases of over 2% on August 29, indicating a positive market sentiment towards the sector [1]. Group 1: Company Performance - Xincheng Development saw a stock price increase of 2.89%, with a latest price of 2.490 and a total market capitalization of 17.594 billion [2]. - Greentown China reported a 2.93% increase in stock price, reaching 9.830, with a total market value of 24.964 billion [2]. - China Jinmao's stock rose by 2.78%, with a latest price of 1.480 and a market capitalization of 19.989 billion [2]. - China Overseas Hong Kong Group's stock increased by 2.71%, priced at 2.270, with a total market value of 8.08 billion [2]. - Zhongliang Holdings experienced a 2.70% rise, with a stock price of 0.076 and a market capitalization of 0.331 billion [2]. - R&F Properties also saw a 2.70% increase, with a latest price of 0.760 and a total market value of 2.852 billion [2]. - Midea Real Estate's stock rose by 2.33%, priced at 4.840, with a market capitalization of 6.947 billion [2]. Group 2: Market Sentiment - The overall positive movement in stock prices for these companies suggests a favorable outlook for the real estate sector in China, reflecting investor confidence [1].

Core Viewpoint - Zhongliang Holdings reported a significant decline in contract sales and total revenue for the first half of 2025, indicating ongoing challenges in the real estate market [1] Financial Performance - The contract sales amount for the first half of 2025 was RMB 6.38 billion, representing a year-on-year decrease of approximately 33.9% [1] - Total revenue for the period was RMB 5.1 billion, down about 77.4% compared to the previous year [1] - The loss attributable to owners was RMB 780 million, an improvement from a loss of approximately RMB 1.71 billion in the same period last year [1] Property Development and Inventory - The company has not acquired any new land parcels during the reporting period [1] - The total land reserve, including parking spaces, is approximately 20.1 million square meters, with about 6.0 million square meters of completed properties available for sale or lease, and around 14.1 million square meters under construction or for further development [1] - The carrying amount of properties under construction is approximately RMB 35.67 billion, down from RMB 41.85 billion as of December 31, 2024 [1]

Core Viewpoint - Zhongliang Holdings (02772) reported a significant decline in revenue and a narrowed loss for the first half of 2025, indicating challenges in the real estate sector while maintaining a strong position in property deliveries [1] Financial Performance - Revenue for the six months ended June 30, 2025, was RMB 5.13 billion, a decrease of 77.4% year-on-year [1] - Shareholders' loss amounted to RMB 781 million, which represents a 54.28% reduction compared to the previous year [1] - Basic loss per share was RMB 0.18 [1] Operational Highlights - The group, including its joint ventures and associates, delivered approximately 15,000 property units in the first half of 2025 [1] - According to data from E-Han Research Institute, the group ranked among the top 10 Chinese real estate developers by the number of property units delivered in the first half of 2025 [1]

Performance Summary - China People's Insurance Group reported revenue of 324.12 billion yuan, a year-on-year increase of 10.87%, and a net profit of 26.67 billion yuan, up 13.98% [1] - China Life Insurance recorded revenue of 239.49 billion yuan, a 2.2% increase, with a net profit of 40.93 billion yuan, growing by 6.9% [1] - CNOOC's revenue was approximately 207.61 billion yuan, down 8.45%, with net profit around 69.5 billion yuan, a decrease of 13% [2] - Meituan's revenue reached 178.40 billion yuan, up 14.7%, but adjusted net profit fell by 41% to 12.44 billion yuan [3] - CITIC Bank's revenue was 105.43 billion yuan, down 2.96%, while net profit increased by 2.8% to 36.48 billion yuan [3] - Fosun International's revenue decreased by 10.8% to 87.28 billion yuan, with net profit down 8.2% to 0.66 billion yuan [3] - New Hope Energy reported revenue of 55.67 billion yuan, a 2% increase, but net profit decreased by 5.6% to 2.43 billion yuan [4] - China Cinda's revenue was 34.36 billion yuan, down 2%, while net profit increased by 5.8% to 2.28 billion yuan [5] - China Orient Group's revenue decreased by 12% to 19.86 billion yuan, but net profit surged by 116% to 0.20 billion yuan [6] - Shimao Group's revenue fell by 49% to 14.80 billion yuan, with a net loss of 8.93 billion yuan, narrowing by 61% [7] - Chongqing Steel's revenue was approximately 13.08 billion yuan, down 13.26%, with a net loss of 0.13 billion yuan, narrowing by 81% [8] - United Group's revenue increased by 197.3% to 12.08 billion yuan, with a net profit of 1.69 billion yuan, reversing from a loss of 0.21 billion yuan [9] - Chow Sang Sang's revenue decreased by 2.5% to 11.04 billion yuan, while net profit increased by 71.4% to 0.90 billion yuan [10] - Tianhong International's revenue was 11.03 billion yuan, down 1.86%, with net profit rising by 53.33% to 0.42 billion yuan [11] - Meidong Automotive's revenue fell by 4.9% to 10.14 billion yuan, with a net loss of approximately 0.82 billion yuan, expanding by about 29 times [12] - Jian Sha Tsui's revenue was 8.24 billion yuan, down 6.6%, with net profit of 2.33 billion yuan, a decrease of 7.06% [13] - Sino Land's revenue decreased by 6.64% to 8.18 billion yuan, with net profit down 8.7% to 4.02 billion yuan [14] - Xinyi International's revenue was 8.10 billion yuan, down 5.7%, with net profit of 0.14 billion yuan, a decrease of 19.22% [15] - Fuyao Glass reported revenue of approximately 7.74 billion yuan, down 27.7%, with net profit of approximately 0.26 billion yuan, a decrease of 82.6% [16] - Tianjin Port Development's revenue increased by 3% to 6.95 billion yuan, while net profit decreased by 17.3% to 0.35 billion yuan [17] - Guotai Junan International's revenue was approximately 2.83 billion yuan, up 30%, with net profit of approximately 0.55 billion yuan, a growth of 182% [21] - IGG's revenue decreased by 0.5% to 2.72 billion yuan, with net profit down 2.85% to 0.32 billion yuan [22] - China Aircraft Leasing's revenue was 2.40 billion yuan, down 4.86%, while net profit increased by 6.66% to 0.14 billion yuan [22] - China Orient Education's revenue increased by 10.2% to 2.19 billion yuan, with net profit rising by 48.4% to 0.40 billion yuan [23] Corporate News - China Shengmu signed a new procurement framework agreement with Yiyingmei Dairy for milk powder [24] - Rongchang Bio's clinical trial for Taitasip in treating IgA nephropathy reached its primary endpoint in Phase III [24] - China Huaxing's Bagua City project is expected to start construction in October, with completion by the end of 2026 [24] Buyback Activities - Tencent Holdings repurchased 909,000 shares for 550 million HKD at prices between 596-614.5 HKD [24] - HSBC repurchased 1.5472 million shares for approximately 156 million HKD at prices between 100.2-101.5 HKD [24] - Hang Seng Bank repurchased 210,000 shares for approximately 23.49 million HKD at prices between 111.5-112.2 HKD [24] - MGM China repurchased 1 million shares for approximately 16.02 million HKD at prices between 15.92-16.13 HKD [24]

Group 1 - The core viewpoint of the article highlights that Zhongliang Holdings (02772) reported a significant decline in revenue for the six months ending June 30, 2025, with a total income of 5.13 billion RMB, representing a year-on-year decrease of 77.4% [1] - The company recorded a loss attributable to shareholders of 781 million RMB, which is a reduction of 54.28% compared to the previous year [1] - The basic loss per share was reported at 0.18 RMB [1] Group 2 - In the first half of 2025, the group, including its joint ventures and associates, delivered approximately 15,000 property units [1] - According to data from E-Han Research Institute, the group ranked among the top 10 Chinese real estate developers in terms of the number of property units delivered in the first half of 2025 [1]

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，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失 承擔任何責任。 Zhongliang Holdings Group Company Limited 中 梁 控 股 集 團 有 限 公 司 （ 於開曼群島註冊成立的有限公司） （股份代號：2772） 截至2025年6月30日止六個月 未經審核中期業績公告 2025年中期業績摘要 – 1 – . 合約銷售金額（ 包括本集團的附屬公司、合營企業及聯營公司）為人民幣63.8億元，按 年減少約33.9%。 . 總收入為人民幣51億元，按年減少約77.4%。 . 擁有人應佔虧損為人民幣7.8億元，去年同期的擁有人應佔虧損約人民幣17.1億元。 . 於2025年6月30日，有息債務總額已受控及減少至人民幣184億元。 中梁控股集團有限公司（「本公司」或「中梁」）董事（「董事」，各為「董事」）會（「董事會」）欣然 公佈本公司及其附屬公司（ 統稱「本集團」）截至2025 年6月30日止六個月的未經審核中期簡 明綜合業績，連同2024年同 ...

Core Viewpoint - Zhongliang Holdings (02772) anticipates a significant reduction in losses for the six months ending June 30, 2025, compared to the losses reported for the same period ending June 30, 2024 [1] Financial Performance - The company expects a loss attributable to equity holders of approximately RMB 5 billion to RMB 10 billion for the six months ending June 30, 2025, compared to a loss of approximately RMB 17 billion for the six months ending June 30, 2024 [1] - Excluding the non-cash gains from the restructuring and revision of overseas debts, the expected loss for the upcoming period is projected to be between RMB 21 billion and RMB 28 billion, compared to a loss of RMB 21 billion for the previous period [1] Market and Industry Impact - The changes in the company's losses are primarily influenced by the ongoing difficulties in the domestic macro market and the real estate industry, which have led to reduced property deliveries and decreased revenue from property sales [1] - The decline in gross profit and further impairment of property projects and other assets are contributing factors to the anticipated losses [1]