| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 03990 | 美的置业 | 4.770 | 13.03% | | 03900 | 绿城中国 | 11.160 | 4.40% | | 01918 | 融创中国 | 1.530 | 3.38% | | 03377 | 远洋集团 | 0.110 | 3.77% | | 02777 | 富力地产 | 0.870 | 3.57% | | 01030 | 新城发展 | 2.760 | 3.76% | | 03380 | 龙光集团 | 0.920 | 3.37% | | 09993 | 金辉控股 | 2.900 | 3.20% | | 01109 | 华润置地 | 32.640 | 2.64% | | 00688 | 中国海外发展 | 14.470 | 2.70% | | 02772 | 中梁控股 | 0.083 | 2.47% | | 02202 | 万科企业 | 5.210 | 2.36% | | 00081 | 中国海外宏洋集 | 2.270 | 2.25% | | 03383 | 雅居乐集团 | 0.47 ...

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，概不對因本公告全部或任何部份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。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2777） 海外監管公告 本海外監管公告乃根據香港聯合交易所有限公司證券上市規則（「上市規則」）第13.10B條 刊發。 以下有關廣州富力地產股份有限公司（「本公司」）的相關文件已經上載於上海證券交易所 的網站（http://www.sse.com.cn）： - 廣州富力地產股份有限公司關於被執行事項及相關進展的公告 為遵守上市規則第 13.10B 條，該等上載資料亦刊登於香港聯合交易所有限公司「披露易」 網站（https://www.hkexnews.hk）。 承董事會命 廣州富力地產股份有限公司 董事長 李思廉 香港，二零二五年八月十二日 於本公告日期，本公司的執行董事為李思廉博士、張輝先生、相立軍先生及趙渢先生；非執行董事為張琳女士 及李海倫女士；及獨立非執行董事為鄭爾城先生、吳又華先生及王振邦先生。 债券简称:H16 富力 4 债券简称:H ...

每经AI快讯，8月11日，港股内房股普遍上涨，龙湖集团、华润置地、融创中国涨2%，建发国际集团、 中国金茂、越秀地产、万科企业、碧桂园、富力地产均涨超1%。 ...

中信建投证券研报指出，北京进一步优化限购和公积金政策，京籍居民及社保或个税满2年的非京籍居 民购买五环外住房不再限制套数；同时无公积金贷款或有1次且已结清的家庭可执行首套公积金贷款政 策，且公积金二套家庭贷款额度由60万元提升至100万元。北京作为一线城市，此次出台楼市新政信号 意义重大，楼市止跌回稳态势有望持续巩固。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 00960 | 龙湖集团 | 10.360 | 2.07% | | 01918 | 融创中国 | 1.500 | 2.04% | | 01109 | 华润置地 | 30.380 | 2.01% | | 01908 | 建发国际集团 | 17.420 | 1.46% | | 00817 | 中国余茂 | 1.520 | 1.33% | | 00123 | 越秀地产 | 4.850 | 1.25% | | 02202 | 万科企业 | 5.080 | 1.20% | | 02777 | 富力地产 | 0.880 | 1.15% | | 02007 | 碧桂园 | 0.470 | 1 ...

Core Viewpoint - The Hong Kong real estate stocks have generally risen, with notable increases in companies such as China Jinmao and Jianfa International Group, indicating a potential recovery in the market [1] Group 1: Market Performance - Hong Kong real estate stocks saw significant gains, with China Jinmao and Jianfa International Group rising over 4%, and Yuexiu Property increasing by 2.6% [1] - Other companies like Longfor Group, CIFI Holdings, Shimao Group, and R&F Properties also experienced gains exceeding 1% [1] Group 2: Market Outlook - Huatai Securities' research report suggests that the foundation for a medium to long-term stabilization in the real estate market is being established, although full recovery will take time [1] - The report outlines potential policy directions for the second half of the year, including stabilizing housing price expectations, effectively stimulating home-buying demand, optimizing land acquisition to reduce inventory, and focusing on funding sources for urban renewal [1] Group 3: Investment Recommendations - Huatai Securities favors the recovery pace in core cities, particularly first-tier cities, and continues to recommend developers with "good credit, good cities, and good products" [1] - The report also highlights the attractiveness of leading property management companies with stable dividends and performance, as well as local Hong Kong real estate stocks benefiting from asset revaluation [1]

Group 1 - The Changsha R&F Wanda Hotel is being auctioned with a starting price of approximately 513.8 million yuan and an assessed value of about 642 million yuan, marking its first auction attempt with no participants yet [1] - The hotel, located in Changsha, has a land area of 10,891.88 square meters and a building area of 65,772.28 square meters, featuring various facilities including a lobby, restaurants, conference centers, and 416 guest rooms [1] - The hotel was originally opened in 2012 and was known as Changsha Wanda Hotel before being acquired by R&F Properties in 2017, subsequently renamed Changsha R&F Wanda Hotel [3] Group 2 - R&F Properties is currently working on restructuring its overseas debt, which includes priority notes maturing in 2025, 2027, and 2028, along with other financial debts [4] - In terms of sales performance, R&F Properties reported sales revenue of approximately 1.37 billion yuan and a sales area of about 129,600 square meters as of May 2025, with cumulative sales revenue reaching around 5.5 billion yuan and cumulative sales area of approximately 513,300 square meters by the end of May 2025 [4]

Core Insights - The logistics real estate industry in China has a limited number of listed companies, with most focusing on either real estate or logistics, and many involved in warehousing and light asset operations [1][4] - Companies like Jinke, Zhongchu, and others have a high degree of relevance to logistics real estate, while others like R&F and Joy City have a moderate relevance, primarily focusing on real estate development [1][4] Company Overview - Kerry Properties (00683HK): A comprehensive real estate group in Hong Kong, focusing on high-end commercial real estate development and investment, with total assets exceeding HKD 100 billion [3] - R&F Properties (02777.HK): A major residential and commercial real estate developer in China, managing over 300 property projects, currently focusing on debt restructuring and asset optimization [3] - Joy City (000031.SZ): A subsidiary of COFCO, known for urban complex operations, managing over 20 commercial projects, emphasizing young consumer experiences [3] - China Vanke (000002.SZ): A leading real estate company in China, expanding into logistics and cold chain sectors in recent years [3] - SF Holding (002352.SZ): The largest express logistics company in China, operating 84 self-owned cargo planes and focusing on smart logistics transformation [3] Financial Performance - In 2024, revenue for logistics real estate companies shows significant divergence, with leading companies like Zhongchu and SF Holding generating revenues in the hundreds of billions, while some smaller firms report revenues around tens of millions [4][5] - Most companies maintain a gross margin between 10-30%, indicating an overall improvement in industry profitability [4] Revenue and Profitability Metrics - SF Holding reported a revenue of CNY 2844.2 billion with a gross margin of 13.9% in 2024 [5] - Vanke A achieved a revenue of CNY 3431.8 billion with a gross margin of 10.2% [5] - R&F Properties reported a revenue of CNY 187.7 billion but with a negative gross margin of -4.7% [5] Regional Layout - Companies have varying regional focuses, with Kerry Properties targeting key areas like Shanghai and Beijing, while Zhongchu has established a national network with over 100 warehouses across 20 provinces [9][10] - SF Holding is developing logistics hubs in cities like Ezhou and Jiaxing, enhancing its logistics network [10] Business Development Plans - Companies like Huayuan Holdings and Zhongchu are planning to build new logistics parks, focusing on intelligent technology applications and network enhancements [15][17] - Vanke is concentrating on high-standard warehouses and cold chain logistics, while Jinke is exploring synergies between logistics and other real estate sectors [17][18]

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，概不對因本公告全部或任何部份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。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2777） 海外監管公告 本海外監管公告乃根據香港聯合交易所有限公司證券上市規則（「上市規則」）第13.10B條 刊發。 以下有關廣州富力地產股份有限公司（「本公司」）的相關文件已經上載於上海證券交易所 的網站（http://www.sse.com.cn）： - 廣州富力地產股份有限公司關於重大事項進展的公告 為遵守上市規則第 13.10B 條，該等上載資料亦刊登於香港聯合交易所有限公司「披露易」 網站（https://www.hkexnews.hk）。 承董事會命 廣州富力地產股份有限公司 董事長 李思廉 香港，二零二五年八月四日 於本公告日期，本公司的執行董事為李思廉博士、張輝先生、相立軍先生及趙渢先生；非執行董事為張琳女士 及李海倫女士；及獨立非執行董事為鄭爾城先生、吳又華先生及王振邦先生。 | 债券代码:136360 | | --- | | ...

富力地产表示，本期债券存在30个工作日豁免期条款。鉴于公司目前资金情况，公司将使用豁免期条款 缓解短期兑付压力。截至7月31日，因流动性紧张，公司仍在全力筹措资金。公司就上述事项向投资者 致以诚挚的歉意，公司将在豁免期内全力做好相关兑付安排，争取妥善解决本次小额兑付问题。 销售方面，富力地产（02777.HK）2025年5月实现销售收入约13.7亿元，销售面积约129600平方米。截 至2025年5月底，累计销售收入约为55亿元，累计销售面积约513300平方米。 8月1日，智通财经获悉，广州富力地产股份有限公司对债权人发布了关于"H16富力4"、"H16富力 5"、"H18富力8"、"H18富力1"和"H19富力2"2025年第一次分期偿付安排公告。 富力地产表示，集团持续进行调整，控制行政成本以及控制不必要的资本支出，以保持流动性，并积极 评估进一步减少可自由支配支出的额外措施。集团也持续寻求合适机会出售若干项目开发公司的股权， 以产生额外现金流入。此外，集团一直积极与相关现有贷款人商讨，以延长、再融资或重组集团的借 款，同时继续寻求新融资来源，以应对即将到期的财务责任和未来的营运现金流需求。这些措施仍在 ...

致：香港交易及結算所有限公司 公司名稱: 廣州富力地產股份有限公司 呈交日期: 2025年8月1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) | 02777 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,752,367,344 | RMB | | 1 | RMB | | 3,752,367,344 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 3,752,367,344 | RMB | | 1 | RMB | | 3,752,367,344 | 本月底法定/註冊股本總額： RMB 3,752,367,344 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 ...