ZHONGLIANG HLDG(02772)

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港股异动丨内房股拉升 美的置业大涨超13%领衔 业界期待政策放松节奏提速
Ge Long Hui· 2025-08-14 02:08
Group 1 - The core viewpoint of the article highlights a significant rise in Hong Kong's real estate stocks, driven by positive industry policies and market sentiment [1] - Midea Real Estate led the gains with an increase of over 13%, while other companies like Greentown China and Sunac China also saw notable rises [1][1] - Recent supportive policies include housing provident fund support for down payments in cities like Tianjin, and new regulations in Changsha and Fuzhou aimed at easing pressure on developers [1][1] Group 2 - The article notes that in the context of a deep adjustment in the real estate industry, some small to medium-sized listed real estate companies are turning their focus to the technology sector through mergers and acquisitions [1] - Industry insiders believe that cross-industry mergers and acquisitions could provide a second growth curve for these companies during the industry adjustment period, enhancing their cyclical resilience [1][1]
中梁控股前7个月累计合约销售约73.3亿元,同比减少33.48%
Zhi Tong Cai Jing· 2025-08-08 11:14
Group 1 - The core viewpoint of the article indicates that Zhongliang Holdings (02772) reported a significant decline in contract sales for the first seven months of 2025, with a total amount of approximately RMB 7.33 billion, representing a year-on-year decrease of 33.48% [1] - The total contract sales area for the same period was approximately 693,000 square meters, reflecting a challenging market environment for the company [1] - The average contract sales price during this period was approximately RMB 10,600 per square meter [1] Group 2 - In July 2025, the company's contract sales amounted to approximately RMB 950 million, which is a year-on-year decrease of 30.15% [1] - The contract sales area for July 2025 was about 97,000 square meters, indicating a continued decline in sales activity [1] - The average contract sales price for July 2025 was approximately RMB 9,800 per square meter, showing a decrease compared to earlier months [1]
中梁控股(02772.HK)1至7月累计合约销售金额73.3亿元
Ge Long Hui· 2025-08-08 11:14
Group 1 - The core point of the article is that Zhongliang Holdings (02772.HK) reported its contract sales figures for the first seven months of 2025, indicating a total contract sales amount of approximately RMB 7.33 billion and a total sales area of about 693,000 square meters [1] - The average contract sales price for the period from January to July 2025 was approximately RMB 10,600 per square meter [1] - In July 2025 alone, the company achieved contract sales amounting to about RMB 950 million, with a sales area of approximately 97,000 square meters [1] Group 2 - The average contract sales price in July 2025 was approximately RMB 9,800 per square meter [1]
中梁控股(02772)前7个月累计合约销售约73.3亿元,同比减少33.48%
智通财经网· 2025-08-08 11:11
Group 1 - The core viewpoint of the article highlights that Zhongliang Holdings (02772) reported a significant decline in contract sales for the period from January to July 2025, with a total amount of approximately RMB 7.33 billion, representing a year-on-year decrease of 33.48% [1] - The total contract sales area for the same period was approximately 693,000 square meters, indicating a substantial reduction in sales activity [1] - The average contract sales price during this period was approximately RMB 10,600 per square meter [1] Group 2 - In July 2025, the company's contract sales amounted to approximately RMB 950 million, which is a year-on-year decrease of 30.15% [1] - The contract sales area for July 2025 was about 97,000 square meters, further reflecting the downward trend in sales [1] - The average contract sales price for July 2025 was approximately RMB 9,800 per square meter [1]
中梁控股(02772) - 2025年7月的未经审核营运数据
2025-08-08 11:00
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 生或因依 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 董事長 楊劍 中 梁 控 股 集 團 有 限 公 司 香港,2025年8月8日 ( 於開曼群島註冊成立的有限公司) (股份代號:2772) 2025年7月的未經審核營運數據 中梁控股集團有限公司(「本公司」,連同其附屬公司合稱「本集團」)董事會(「董事會」) 欣然宣佈本集團就 2025年7月的若干未經審核營運數據如下: 上述銷售數據未經審核,乃根據本集團初步內部資料編製,鑒於收集該等銷售資料過 程中存在各種不確定因素,該等銷售數據與本公司按年度或半年度刊發的經審核或未 經審核綜合財務報表中披露的數字可能存在差異。因此,上述數據僅供投資者參考。 投 資 者 買 賣 本 公 司 證 券 時 務 須 謹 慎 行 事 , 避 免 不 恰 當 地 依 賴 該 等 資 ...
中梁控股(02772) - 截至二零二五年七月三十一日止月份之股份发行人的证券变动月报表
2025-08-04 08:30
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7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 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 | 本月底法定/註冊股本總額: HKD ...
楼市“半年考”| 55家房企上半年交房超50万套背后:交付高峰期已过,企业“保交付”压力持续减轻
Mei Ri Jing Ji Xin Wen· 2025-07-24 09:27
Core Viewpoint - The delivery of residential properties remains a crucial task for the real estate market in 2025, with a notable decline in delivery volumes compared to the previous year, indicating a shift in focus for companies from "guaranteeing delivery" to seeking development opportunities [1][9]. Delivery Performance - In the first half of 2025, 55 real estate companies delivered over 500,000 units, with 15 companies delivering more than 10,000 units each [1]. - Major companies like Greenland Group, Sunac China, and Jianye Group saw delivery declines exceeding 50% compared to the same period last year [1]. - The top three companies in terms of delivery volume were Country Garden (75,000 units), Poly Developments (65,000 units), and China Overseas Property (42,155 units), with the top ten companies accounting for 56.46% of total deliveries [2][1]. Industry Trends - The pressure to ensure delivery is easing as the peak delivery period has passed, allowing companies to shift their focus towards development and operational strategies [1][9]. - Companies like Country Garden and Sunac China are actively working on completing their delivery commitments while also restructuring their financing to align with current market conditions [3][4]. Innovations in Delivery - Some companies have begun implementing innovative delivery methods, such as "delivery and certificate issuance" on-site, enhancing customer experience and operational efficiency [10]. - The focus on improving delivery quality includes better communication with homeowners and offering personalized services during the delivery process [10]. Strategic Shifts - The industry is witnessing a strategic shift where companies are prioritizing product quality, operational efficiency, and asset management over mere scale [11][12]. - Companies are categorizing their strategies into three main types: product-focused, light-asset models, and asset operation, reflecting a more nuanced approach to market challenges [11].
上半年15家房企交付均超1万套,“保交付”压力缓解
Bei Ke Cai Jing· 2025-07-21 13:53
Core Insights - The report from the China Index Academy indicates that the delivery scale of real estate companies in the first half of 2025 has peaked and is on a downward trend, with pressures on delivery easing in the industry [1][7]. Delivery Scale Rankings - In the first half of 2025, the top real estate company delivered over 50,000 units, with 15 companies delivering more than 10,000 units each [1]. - The delivery numbers for major companies have generally decreased compared to the same period last year, with companies like Greenland, Sunac, and Jianye experiencing declines of over 50% [1]. Company Performance - The report highlights that delivery capability has become a core competitive advantage for real estate companies, with some firms managing to gain market trust by enhancing quality and optimizing services despite the overall contraction in delivery scale [7]. Market Dynamics - The new housing market remains stable, supported by the combination of "good cities + good houses," although there has been a slight weakening in the market in the second quarter [5]. - The government is expected to take stronger measures to stabilize expectations, activate demand, optimize supply, and mitigate risks in the real estate market in the second half of the year [6]. Delivery Quality Improvement - Real estate companies are focusing on product delivery and service optimization to enhance delivery quality, utilizing methods such as open construction days and live broadcasts to build customer trust [4].
楼市早餐荟 | 济南首批配售型保障房申购家庭摇号结果公示;中国金茂6月销售额156亿元;新城控股6月销售额14.93亿元
Bei Jing Shang Bao· 2025-07-10 01:49
Group 1: Housing Lottery in Jinan - Jinan conducted the first lottery for the allocation of affordable housing, with 1599 families participating [1] - The lottery was organized based on the principles of "priority for those in need" and "priority for talent," categorizing eligible families into priority and regular groups [1] Group 2: Sales Performance of Real Estate Companies - China Jinmao reported a sales amount of 15.6 billion yuan in June, with a signed sales area of approximately 647,700 square meters [2] - China Merchants Shekou achieved a signed sales amount of 21.748 billion yuan in June, with a sales area of 695,000 square meters [3] - New City Holdings recorded a contract sales amount of approximately 1.493 billion yuan in June, representing a year-on-year decrease of 60.71%, with a sales area of about 196,400 square meters, down 62.6% year-on-year [4] - Zhongliang Holdings reported a contract sales amount of approximately 1.01 billion yuan in June, with a sales area of about 95,000 square meters and an average sales price of approximately 10,600 yuan per square meter [5]
中梁控股(02772.HK)债务管理再获突破,透视三重价值机遇
Ge Long Hui· 2025-06-18 04:42
Core Viewpoint - Zhongliang Holdings (02772.HK) has successfully obtained the necessary majority support from bondholders for the amendment of terms related to its 5.0% senior notes and 3.0% convertible bonds due in 2027, marking a significant step in its debt management strategy [1][3] Group 1: Debt Management Progress - The company initiated a consent solicitation for two bonds totaling approximately $1.319 billion on May 28, aiming to improve its overall financial condition and extend debt maturity [3] - Over 80% of noteholders and over 90% of convertible bondholders agreed to the revised terms, reflecting a willingness among creditors to provide the company with breathing room amid a challenging industry environment [4][6] - The successful debt management measures signal a positive market response and enhance the company's financial health, allowing it to navigate through the current industry adjustment period [4][11] Group 2: Market and Policy Environment - The recent supportive policies from the government, including measures to stabilize expectations and activate demand in the real estate market, align with Zhongliang's debt management efforts [5] - The company’s proactive approach in debt management is seen as a way to ensure mutual benefits for all stakeholders, especially as the industry environment improves [5][11] Group 3: Investment Opportunities - The debt management success is expected to enhance the company's financial stability, thereby boosting market confidence [7][8] - As one of the early private real estate firms to complete debt restructuring, Zhongliang is positioned to benefit from the recovery of market confidence, with potential for higher sales and stock price elasticity [9] - The company is focusing on optimizing its land reserve structure and enhancing product competitiveness, which aligns with the market shift towards quality development over mere scale expansion [10]