ZHONGLIANG HLDG(02772)

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港股内房股集体下跌,碧桂园、世茂集团跌超8%
Ge Long Hui A P P· 2025-09-18 06:23
| 代码 | 名称 | 涨跌幅 ^ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | | 09993 | 金辉控股 | 0 -8.97% | 2.840 | 114.88亿 | | 02007 | 碧桂元 | -8.70% | 0.630 | 176.33 Z | | 00813 | 世茂集团 | -8.24% | 0.390 | 31.32亿 | | 03383 | 雅居乐集团 | -7.41% | 0.500 | 25.23 乙 | | 00884 | 旭辉控股集团 | -7.17% | 0.246 | 25.85 乙 | | 02772 | 中梁控股 | -6.90% | 0.081 | 3.54Z | | 02777 | 富力地产 | -6.76% | 0.690 | 25.89亿 | | 03377 | 远洋集团 | -6.32% | 0.163 | 18.97亿 | | 01918 | 融创中国 | -6.21% | 1.660 | 190.4 Z | | 02202 | 万科企业 | -6.13% | 5.510 | 657.38 Z | | 03301 ...
港股异动丨内房股跌势扩大 碧桂园跌8.7% 金辉控股跌8%
Ge Long Hui· 2025-09-18 03:33
Group 1 - The Hong Kong real estate stocks continue to decline, with Country Garden down 8.7%, Jin Hui Holdings down 8%, and Zhongliang Holdings down 7% [1] - The National Bureau of Statistics reported that from January to August, national real estate development investment reached 60,309 billion yuan, a year-on-year decrease of 12.9%, with residential investment at 46,382 billion yuan, down 11.9% [1] - The funding for real estate development enterprises decreased by 8% year-on-year, with personal mortgage loans dropping by 10.5% [1] Group 2 - Analysts indicate that the current real estate data shows a comprehensive weakening, with both development investment and personal mortgage loans declining, confirming that the market is still in a deep adjustment period [1] - Recently, several key cities have introduced favorable policies to promote the stable and healthy development of the real estate market, particularly in terms of easing purchase restrictions, with notable adjustments in Beijing, Shanghai, and Shenzhen [1]
港股异动丨内房股继续走低 8月各线城市商品住宅销售价格环比下降
Ge Long Hui· 2025-09-16 03:37
港股内房股延续跌势,其中,远洋集团、融创中国跌超6%,融信中国涨近5%,中梁控股跌3.6%,龙光 集团跌近3%,碧桂园、雅居乐集团、万科企业、龙湖集团、富力地产、美的置业、世茂集团均跌超 1%。 | 代码 | 名称 | 最新价 | 涨跌幅 ^ | | --- | --- | --- | --- | | 03377 | 元洋集团 | 0.163 | -6.32% | | 01918 | 融创中国 | 1.700 | -6.08% | | 03301 | 融信中国 | 0.214 | -4.89% | | 02772 | 中梁控股 | 0.081 | -3.57% | | 02007 | 碧桂元 | 0.620 | -1.59% | | 03380 | 龙光集团 | 1.090 | -2.68% | | 03383 | 雅居乐集团 | 0.530 | -1.85% | | 02202 | 万科企业 | 5.650 | -1.74% | | 00960 | 龙湖集团 | 11.620 | -1.53% | | 02777 | 富力地产 | 0.740 | -1.33% | | 03990 | 美的置业 | 4.79 ...
港股内房股再度走低 融创中国跌超7%
Mei Ri Jing Ji Xin Wen· 2025-09-16 03:30
每经AI快讯,9月16日,港股内房股再度走低,截至发稿,融创中国(01918.HK)跌7.18%,报1.68港元; 远洋集团(03377.HK)跌6.32%,报0.163港元;中梁控股(02772.HK)跌3.57%,报0.081港元;世茂集团 (00813.HK)跌2.47%,报0.495港元。 ...
内房股再度走低 融创中国跌超7% 8月商品房销售处于弱势
Zhi Tong Cai Jing· 2025-09-16 03:15
此外,融创中国公告,有关公司的境外债务重组的相关事宜。于2025年9月15日进行的召集聆讯上,高 等法院指示:计划债权人的会议将予以召开,以考虑及酌情批准本公司与计划债权人订立的计划安排 (无论是否有修订)。计划会议的召开时间定于2025年10月14日上午11时正(香港时间),除非于计划会议 中宣布任何续会;及于2025年11月5日上午十时正(香港时间)在高等法院召开呈请实质聆讯,以裁定是 否批准计划。 内房股再度走低,截至发稿,融创中国(01918)跌7.18%,报1.68港元;远洋集团(03377)跌6.32%,报 0.163港元;中梁控股(02772)跌3.57%,报0.081港元;世茂集团(00813)跌2.47%,报0.495港元。 消息面上,国家统计局日前发布2025年1-8月商品房投资和销售数据。1-8月,全国商品房销售面积5.73 亿平,同比下降4.7%,其中商品住宅销售面积同比减少4.7%;1-8月商品房销售额5.50万亿元,同比下 降7.3%,其中商品住宅销售额同比下降7.0%。2025年8月,全国商品房销售面积和金额分别同比下降 10.6%和下降14.0%。开源证券指出,二季度以来,销售 ...
港股午评|恒生指数早盘涨0.29% CRO概念股走高
Zhi Tong Cai Jing· 2025-09-15 04:13
Group 1 - The Hang Seng Index rose by 0.29%, gaining 75 points to reach 26,463 points, while the Hang Seng Tech Index increased by 1.11%. The early trading volume in Hong Kong was HKD 162 billion [1] - CRO concept stocks saw significant gains, with Kanglong Chemical (03759) rising over 8% due to accelerated clinical trial review and approval processes. Other notable performers included Zhaoyan New Drug (06127) up 7%, WuXi Biologics (02269) up 5.5%, and Kelaiying (06821) up 4.2% [1] Group 2 - Yaojie Ankang (02617) surged over 33% after being included in the Hong Kong Stock Connect list, effective from September 8 [2] - The lithium battery sector performed well, with Morgan Stanley issuing a positive report on CATL, as market attention shifts to lithium demand expectations for next year. Notable stock movements included Zhongxin Hang (03931) up 4%, CATL (03750) up 7%, and Ganfeng Lithium (01772) up 4% [2] Group 3 - Yunfeng Financial (00376) increased by over 19%, with its stock price doubling within the month following the approval of its virtual asset trading services [3] Group 4 - Ruipu Lanjun (00666) rose nearly 2%, driven by sustained high production levels at major battery manufacturers and a significant increase in the company's energy storage battery shipments [4] Group 5 - Hushang Ayi (02589) gained over 8% after being included in the Hong Kong Stock Connect list, with stable growth in store numbers during the first half of the year [5] - Brainstorm Cell Therapeutics-B (06681) saw a dramatic rise, initially up 83% to a record high, and closing up 36%, with a cumulative increase of over 130% since its inclusion in the Stock Connect list on September 8. The company is noted for developing the first medical-grade digital therapy product for cognitive disorders in China [5] Group 6 - Baiao Saitu-B (02315) increased by over 11% after signing an antibody selection rights evaluation agreement with Merck to advance antibody-drug conjugate lipid delivery solutions [6] Group 7 - Domestic property stocks collectively declined, with Shimao Group (00813) falling nearly 5% and Zhongliang Holdings (02772) dropping over 3% [7]
内房股集体走低 世茂集团跌近5% 中梁控股跌超3%
Zhi Tong Cai Jing· 2025-09-15 03:18
内房股集体走低,截至发稿,世茂集团(00813)跌4.71%,报0.405港元;中梁控股(02772)跌3.41%,报 0.085港元;融创中国(01918)跌3.21%,报1.81港元;中国海外宏洋集团(00081)跌3.07%,报2.53港元。 交银国际近日研报指出,受天气持续炎热影响,楼市整体供求延续偏软,城市间、项目间的分化持续加 剧。8月楼市以公积金政策和松绑政策为主。一系列政策通过扩大公积金使用范围、进一步放开限购、 减轻租购负担等方式,持续激发市场活力。预计9月迎来传统营销旺季,房企较大机会加快推盘节奏和 加大折扣力度,核心一线城市放宽限购利好政策出台,在逐步修复下,市场活跃度有望迎来阶段性回 升。 消息面上,国家统计局发布数据显示,1—8月份,全国房地产开发投资60309亿元,同比下降12.9%。1 —8月份,新建商品房销售面积57304万平方米,同比下降4.7%;其中住宅销售面积下降4.7%。新建商 品房销售额55015亿元,下降7.3%;其中住宅销售额下降7.0%。8月末,商品房待售面积76169万平方 米,比7月末减少317万平方米。其中,住宅待售面积减少307万平方米。 ...
港股异动 | 内房股集体走低 世茂集团(00813)跌近5% 中梁控股(02772)跌超3%
智通财经网· 2025-09-15 03:13
Group 1 - The overall performance of the domestic real estate stocks has declined, with notable drops in companies such as Shimao Group down 4.71% and China Overseas Macro Group down 3.07% [1] - National Bureau of Statistics reported that from January to August, real estate development investment reached 60,309 billion yuan, a year-on-year decrease of 12.9% [1] - New residential sales area decreased by 4.7% to 57,304 million square meters, while the sales amount fell by 7.0% to 55,015 billion yuan [1] Group 2 - The real estate market remains soft due to prolonged hot weather, with increasing differentiation between cities and projects [2] - Recent policies aimed at stimulating the market include expanding the use of housing provident funds and relaxing purchase restrictions [2] - A traditional marketing peak is expected in September, with opportunities for real estate companies to accelerate project launches and increase discount offerings [2]
中梁控股(02772) - 2025 - 中期财报
2025-09-12 11:00
Company Profile [About Zhongliang](index=3&type=section&id=About%20Zhongliang) Zhongliang Holdings Group Company Limited (Stock Code: 2772.HK) primarily engages in real estate development in China, headquartered in Shanghai, rooted in the Yangtze River Delta and with a nationwide presence, its land reserves cover China's five core economic regions. - Zhongliang Holdings Group Company Limited (Stock Code: 2772.HK) primarily engages in real estate development in China[3](index=3&type=chunk)[4](index=4&type=chunk) - The company is headquartered in Shanghai, rooted in the Yangtze River Delta, and has a nationwide presence[3](index=3&type=chunk)[4](index=4&type=chunk) - The Group's land reserves cover China's five core economic regions: Yangtze River Delta, Central and Western China, Bohai Rim, West Coast of Taiwan Strait, and Pearl River Delta[3](index=3&type=chunk)[5](index=5&type=chunk) Company Information [Board of Directors](index=4&type=section&id=Board%20of%20Directors) The company's Board of Directors comprises five executive directors and three independent non-executive directors, with Mr. Yang Jian serving as Chairman. - Board members include executive directors Yang Jian (Chairman), Chen Hongliang (Co-President), He Jian (Co-President), Yang Deye, Hu Hui, and independent non-executive directors Wang Kaiguo, Wu Xiaobo, Ouyang Baofeng[7](index=7&type=chunk) [Committees](index=4&type=section&id=Committees) The company has an Audit Committee, Remuneration Committee, Nomination Committee, and Environmental, Social and Governance Committee, each with a clear chairman and members. - The Audit Committee is chaired by Mr. Ouyang Baofeng[8](index=8&type=chunk) - The Remuneration Committee is chaired by Mr. Wu Xiaobo[8](index=8&type=chunk) - The Nomination Committee is chaired by Mr. Yang Jian[8](index=8&type=chunk) - The Environmental, Social and Governance Committee is chaired by Mr. Chen Hongliang[9](index=9&type=chunk) [Key Contact Information](index=5&type=section&id=Key%20Contact%20Information) The company disclosed key contact and registration information including company secretary, authorized representatives, auditor, legal counsel, registered office, China headquarters, principal place of business in Hong Kong, share registrar, major banks, website, and stock code. - The Company Secretary is Mr. Zhang Siqin, and the authorized representatives are Mr. Yang Deye and Mr. Zhang Siqin[10](index=10&type=chunk) - The auditor is ZHONGHUI ANDA CPA Limited[10](index=10&type=chunk) - The company's registered office is in the Cayman Islands, its China headquarters is in Shanghai, and its principal place of business in Hong Kong is in Sheung Wan[11](index=11&type=chunk) - The Hong Kong share registrar is Computershare Hong Kong Investor Services Limited[14](index=14&type=chunk) - Major banks include Agricultural Bank of China, China Everbright Bank, Bank of China (Hong Kong), and other domestic and international banks[14](index=14&type=chunk) - The company's stock code is **2772**, and its official website is www.zldcgroup.com[15](index=15&type=chunk) Glossary and Definitions [Definitions of Key Terms](index=7&type=section&id=Definitions%20of%20Key%20Terms) This section defines key terms used in the report, including contracted sales, Corporate Governance Code, gross profit margin, net gearing ratio, share option scheme, share incentive scheme, and total debt, to ensure a clear understanding of the report's content. - “Contracted Sales” refers to the total value of properties contracted for pre-sale and sale during a specified period, which is unaudited and should not be regarded as an indicator of future revenue[17](index=17&type=chunk) - “Gross Profit Margin” refers to gross profit for the year/period divided by revenue and multiplied by **100%**[17](index=17&type=chunk) - “Net Gearing Ratio” refers to total debt at period-end less cash and bank balances divided by total equity and multiplied by **100%**[19](index=19&type=chunk) - “Total Debt” refers to the aggregate of interest-bearing bank and other borrowings, senior notes, and convertible bonds[24](index=24&type=chunk) - “Share Option Scheme” and “Share Incentive Scheme” are plans adopted by the company to incentivize employees[23](index=23&type=chunk) Chairman's Report [Interim Dividend](index=9&type=section&id=Interim%20Dividend) The Board resolved not to declare an interim dividend for the six months ended June 30, 2025. - The Board resolved not to declare an interim dividend for the six months ended June 30, 2025[28](index=28&type=chunk)[31](index=31&type=chunk) [Interim Results](index=9&type=section&id=Interim%20Results) For the six months ended June 30, 2025, the Group's revenue significantly decreased by 77.4% to RMB 5.13 billion, and recorded a loss attributable to owners of the company of approximately RMB 0.78 billion, narrowing the loss compared to the same period last year. 2025 H1 Interim Results Overview | Indicator | 2025 H1 (RMB) | 2024 H1 (RMB) | YoY Change | | :--- | :--- | :--- | :--- | | Revenue | 5.13 billion | 22.701 billion | -77.4% | | Loss attributable to owners of the company | 0.78 billion | 1.71 billion | -54.3% (loss narrowed) | - The loss was primarily affected by asset impairment losses, fair value losses on investment properties, and exchange losses[29](index=29&type=chunk)[33](index=33&type=chunk) [H1 2025 Review](index=9&type=section&id=2025%20H1%20Review) In H1 2025, the global economic environment was complex, China's economy maintained growth but the real estate market recovery was slow. The Group took decisive measures to stabilize cash flow, strengthen operational control, with contracted sales decreasing by 34% year-on-year, while property deliveries ranked among the top 10 Chinese real estate developers, and debt management continued. [Market Review](index=9&type=section&id=Market%20Review) In H1 2025, the global economic environment was complex, China's GDP grew by 5.3%, and the government introduced multiple real estate support policies, but market confidence remained insufficient, private real estate enterprises faced financing and sales difficulties, and the industry's recovery is expected to be slow and long-term. - The global political and economic environment is complex, with US trade negotiations and high interest rates increasing recession risks, and geopolitical conflicts exacerbating uncertainty[34](index=34&type=chunk)[35](index=35&type=chunk) - China's economy continued to grow, with **GDP increasing by 5.3%** in H1 2025, and the government actively promoting stable growth policies to boost market confidence[34](index=34&type=chunk)[35](index=35&type=chunk) - The real estate policy tone was elevated to 'continuously consolidate stability', the central bank cut interest rates and reserve requirements, and the State Council deployed four major tasks: 'stabilizing expectations, stimulating demand, optimizing supply, and resolving risks', but market confidence remained insufficient, and private real estate enterprises faced financing and sales difficulties[37](index=37&type=chunk)[40](index=40&type=chunk) [Operating Performance](index=10&type=section&id=Operating%20Performance) Under a severe industry environment, the Group achieved contracted sales of RMB 6.38 billion in H1, a 34% decrease year-on-year. Property deliveries amounted to approximately 15,000 units, ranking among the top 10 Chinese real estate developers. 2025 H1 Contracted Sales and Delivery Overview | Indicator | 2025 H1 | YoY Change | | :--- | :--- | :--- | | Contracted Sales | RMB 6.38 billion | -34% | | Number of Property Deliveries | Approximately 15,000 units | Not applicable | | Delivery Ranking | Top 10 Chinese real estate developers | Not applicable | - The Group strengthened construction and contractor management, strictly controlled delivery processes, reduced delivery risks, and ensured smooth property deliveries[39](index=39&type=chunk)[43](index=43&type=chunk) [Land Bank](index=11&type=section&id=Land%20Bank) Due to market uncertainties, the Group did not acquire new land in H1 2025. As of June 30, total land reserves were approximately 20.1 million square meters, covering five major economic regions nationwide. - In H1 2025, the Group did not acquire any new land[45](index=45&type=chunk)[48](index=48&type=chunk) Land Reserves as of June 30, 2025 | Indicator | Value | | :--- | :--- | | Total GFA | Approximately 20.1 million square meters | | Covered Regions | Five major economic regions nationwide | [Debt Management](index=11&type=section&id=Debt%20Management) Since mid-2021, the Group has actively managed its debt, with total interest-bearing debt reduced to RMB 18.38 billion as of June 30, 2025. Domestic debt renewal risk is controllable, and offshore debt maturity was effectively extended through scheme of arrangement and consent solicitation, improving financial position. - The Group implemented measures to accelerate sales collection, save costs, suspend land acquisitions, and control interest-bearing debt to stabilize its financial fundamentals[49](index=49&type=chunk) Interest-Bearing Debt as of June 30, 2025 | Indicator | Amount (RMB) | | :--- | :--- | | Total interest-bearing debt | Approximately 18.38 billion | | Domestic interest-bearing debt | Approximately 10.10 billion | | Offshore interest-bearing debt | Approximately 8.28 billion | | Cash and bank balances | Approximately 4.29 billion | - The vast majority of cash is subject to pre-sale cash supervision to ensure the completion of properties under construction[50](index=50&type=chunk) - Most domestic interest-bearing debt consists of project-backed mortgage loans, and the Group actively negotiated extensions with banks, with controllable renewal risk[51
中梁控股:前8月累计合约销售金额约82.9亿元
Sou Hu Cai Jing· 2025-09-09 01:48
央广网北京9月9日消息(记者门庭婷)近日,中梁控股发布2025年8月的未经审核营运数据。 2025年1—8月,中梁控股累计合约销售(连合营企业及联营公司的合约销售)金额约人民币82.9亿元, 累计合约销售面积约79万平方米,合约销售均价约人民币10500元/平方米。 2025年8月,中梁控股实现合约销售(连合营企业及联营公司的合约销售)金额约人民币9.6亿元,合约 销售面积约9.6万平方米,合约销售均价约人民币9900元/平方米。 ...