格隆汇8月29日丨融信中国(03301.HK)发布公告，截至2025年6月30日止六个月，总收益约达人民币 2,121.94百万元，同比减少约85.06%。公司拥有人应占期内亏损约达人民币1,829.16百万元，上年同期 则录得公司拥有人应占期内亏损约人民币1,930.74百万元。 ...

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。 Ronshine China Holdings Limited 融信中國控股有限公司 （於 開 曼 群 島 註 冊 成 立 之 有 限 公 司） （股 份 代 號：3301） 截至二零二五年六月三十日止六個月 中期業績公告 財務摘要 中期業績 融信中國控股有限公司（「本公司」）董 事（「董 事」）會（「董事會」）謹此公佈本公司 及其附屬公司（「本集團」）截至二零二五年六月三十日止六個月（「期 內」）之未經 審 核 中 期 合 併 業 績。 – 1 – • 合約銷售額約達人民幣2,108.01百 萬 元，較 截 至 二 零 二 四 年 六 月 三 十 日 止六個月減少約37.30%。 • 總收益約達人民幣2,121.94百 萬 元，較 截 至 二 零 二 四 年 六 月 三 十 日 止 六 個月減少約85.06%。 • 毛利約達人民幣564.56百 ...

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 - The Hong Kong property stocks experienced a collective decline after a brief rise, indicating market skepticism about the sustainability of recent policy changes aimed at boosting the real estate sector [1] Group 1: Market Performance - Major property stocks such as Shimao Group, New World Development, and Greentown China saw significant declines, with Shimao Group dropping by 6.4% and New World Development by 4.55% [1] - Other companies like China Jinmao, Midea Real Estate, and Country Garden also faced losses, with declines exceeding 2% [1] Group 2: Policy Impact - The recent policy adjustment in Shanghai, known as "Six Measures," allows unlimited purchases for eligible buyers outside the outer ring and treats single buyers as families, which initially boosted market confidence [1] - Despite the short-term positive impact, there are ongoing doubts about the long-term effectiveness of these policies and the actual improvement in the market fundamentals [1] Group 3: Future Outlook - The market requires continuous support beyond initial policy changes, with a focus on whether more cities will follow suit and how existing policies will be implemented, particularly regarding credit support [1]

为鼓励和吸引人才在上海生活，上海官方也对符合条件的非沪籍居民家庭所购第一套房，暂免征收房产 税。第二套及以上住房，人均可扣除60平方米的免税面积。2025年1月1日起符合条件的购房者可享受这 条政策。 这是上海今年首次出台政策优化房地产政策。去年5月和9月，上海市两次出手放宽政策刺激楼市。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 02202 | 万科企业 | (0) | 9.86% | 5.680 | 677.66亿 | | 00081 | 中国海外宏洋集团 | | 6.98% | 2.300 | 81.87 亿 | | 03377 | 远洋集团 | | 6.78% | 0.126 | 14.05亿 | | 01918 | 融创中国 | | 6.58% | 1.620 | 185.81 乙 | | 03301 | 融信中国 | | 5.50% | 0.211 | 3.55 Z | | 00960 | 龙湖集团 | | 5.22% | 11.280 | 788.15亿 | | 02777 | 富力地产 | ...

Core Viewpoint - The company, Ronshine China (03301.HK), has announced that its board meeting will take place on August 29, 2025, to review and approve the interim results for the six months ending June 30, 2025, and to consider the distribution of an interim dividend if applicable [1] Group 1 - The board meeting is scheduled for August 29, 2025 [1] - The meeting will include the review and approval of the company's interim performance for the six months ending June 30, 2025 [1] - The board will also consider the potential distribution of an interim dividend [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 對 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。 Ronshine China Holdings Limited 融信中國控股有限公司 （於 開 曼 群 島 註 冊 成 立 之 有 限 公 司） （股 份 代 號：3301） 董事會會議召開日期 融信中國控股有限公司（「本公司」）董 事（「董 事」）會（「董事會」）謹 此 宣 佈，董 事 會 會議將於二零二五年八月二十九日（星 期 五）舉 行，藉 以（其 中 包 括）審議及批准 本公司及其附屬公司截至二零二五年六月三十日止六個月的中期業績及其刊 發，以 及 考 慮 派 發 中 期 股 息（如 有）。 承董事會命 融信中國控股有限公司 主 席 歐宗洪 香 港，二 零 二 五 年 八 月 十 九 日 於 本 公 告 日 期，歐 宗 洪 先 生、余 麗 娟 女 士、曾 飛 燕 女 士 及 吳 建 興 先 生 為 執 行 董 事；李 樹 培 先 生 為 非 ...

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index up by 0.19% to 25,224.97 points, the Hang Seng Tech Index up by 0.10%, and the National Enterprises Index up by 0.13% [2][3] Gaming and Gambling Sector - Casino and gambling stocks led the gains, with Wynn Macau rising over 3%. Multiple institutions have released reports optimistic about the gaming industry's outlook, with Morgan Stanley predicting a continuous increase in Macau's gaming revenue from 2025 to 2027 [3][4] Real Estate Sector - The real estate sector showed strength, with China Fortune Land Development rising over 5%. The Chinese government is taking strong measures to stabilize the real estate market, emphasizing urban renewal and the renovation of old housing [5][6] AI Sector - AI concept stocks saw significant increases, with Fenbi rising over 18% and Zhihu over 17%. Analysts believe the AI industry is entering a phase of substantial development, transitioning from speculation to real growth, driven by favorable policies, technology, and capital [6][7] Internet Healthcare Sector - Internet healthcare stocks experienced some gains, with Ping An Good Doctor rising over 3%. The sector is benefiting from multiple favorable developments, including policy support and technological innovation [7][8] New Consumption Sector - The new consumption sector experienced a pullback, with Blukoo falling over 8%. Analysts suggest that the structural benefits of new consumption will continue, but the market has adjusted its earnings expectations for high-growth stocks [8][9]

Group 1 - The Hong Kong real estate stocks saw an initial rise, with Midea Real Estate experiencing a notable increase of 15%, while other companies like Oceanwide Group, Sunac China, Longfor Group, Country Garden, and R&F Properties rose over 3% [1] - On August 18, Premier Li Qiang emphasized the need for strong measures to stabilize the real estate market and promote urban renewal, including the renovation of urban villages and dilapidated houses to release improvement demand [1] - Midea Real Estate announced a profit upgrade, expecting a profit attributable to shareholders from continuing operations to be between 250 million to 350 million yuan for the first half of 2025, compared to 140 million and 142 million yuan in the same period last year [1] Group 2 - Oceanwide Group's subsidiary, Beijing Oceanwide Holdings Group Co., Ltd., announced a domestic debt restructuring plan, with a creditor meeting scheduled from September 9 to September 12, involving 7 company bonds and 3 PPNs, totaling 18.05 billion yuan [1] - Country Garden announced that it is seeking strong support from creditors holding a significant amount of existing debt for its restructuring plan [1] - The stock performance of various real estate companies included Midea Real Estate at 5.120 yuan with an increase of 8.47%, Oceanwide Group at 0.121 yuan with a rise of 3.42%, and Longfor Group at 0.930 yuan with a gain of 3.33% [1]

Core Viewpoint - Rongxin (Fujian) Investment Group Co., Ltd. has announced overdue debt situations, indicating significant financial challenges ahead [2] Debt Situation - As of December 31, 2024, the total amount of overdue bank loans for the company and its subsidiaries is RMB 699,305.18 million [2] - The total amount of overdue commercial paper for the company and its subsidiaries is RMB 21,965.31 million as of December 31, 2024 [2] Response Measures - The company emphasizes its commitment to integrity in business operations and is actively working to resolve current issues [2] - A Debt Risk Resolution Committee has been established to facilitate communication and negotiation with creditors, ensuring that the resolution of overdue debts is progressing in an orderly manner [2]