2025年1月1日到10月31日的累计协议销售额约为人民币213.0亿元，同比减少20.73%;累计协议销售楼面 面积约为164.42万平方米;累计协议销售均价为每平方米约人民币13000元。 远洋集团(03377)发布公告，本公司连同其附属公司、合营公司及联营公司就2025年10月的协议销售额 约为人民币24.7亿元，同比减少9.52%;协议销售楼面面积约为27.24万平方米;协议销售均价为每平方米 约人民币9100元。 ...

Core Points - The company, Ocean Group (03377), reported a total contracted sales amount of approximately RMB 2.47 billion for October 2025, representing a year-on-year decrease of 9.52% [1] - The total contracted sales floor area for the same period was approximately 272,400 square meters, with an average contracted sales price of about RMB 9,100 per square meter [1] Cumulative Sales Summary - From January 1 to October 31, 2025, the cumulative contracted sales amount was approximately RMB 21.3 billion, reflecting a year-on-year decrease of 20.73% [1] - The cumulative contracted sales floor area during this period was approximately 1,644,200 square meters, with an average contracted sales price of about RMB 13,000 per square meter [1]

Core Viewpoint - The company reported a significant increase in agreement sales for the year 2025, indicating strong market performance and demand for its properties [1] Group 1: Agreement Sales - The company, along with its subsidiaries, joint ventures, and associates, reported an agreement sales amount of approximately RMB 2.47 billion for October 2025 [1] - The total floor area of the agreement sales was approximately 272,400 square meters, with an average sales price of about RMB 9,100 per square meter [1] Group 2: Cumulative Agreement Sales - From January 1 to October 31, 2025, the cumulative agreement sales amounted to approximately RMB 21.3 billion [1] - The cumulative floor area sold was approximately 1,644,200 square meters, with an average sales price of about RMB 13,000 per square meter [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 會 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。 未經審核營運數據 遠 洋 集 團 控 股 有 限 公 司（「本 公 司」）董 事 局（「董 事 局」）欣 然 宣 佈 本 公 司 及 其 附 屬 公 司 （「本集團」）就二零二五年十月及截至二零二五年十月三十一日止十個月的若干未經審核 營運數據如下： 協議銷售額 本公司連同其附屬公司、合 營公司及聯營公司就二零二五年十月的協 議銷售額約為人民 幣 24.7 億 元；協 議 銷 售 樓 面 面 積 約 為 272,400 平 方 米；協 議 銷 售 均 價 為 每 平 方 米 約 人 民 幣9,100元。 二 零 二 五 年 一 月 一 日 到 十 月 三 十 一 日 的 累 計 協 議 銷 售 額 約 為 人 民 幣 213.0 億 元；累 計 協 議銷 售樓 面面 積約 為1,644,200 平方 米；累 計協 議銷 售均 價為每 平方 米約 人民 幣13 ...

Core Viewpoint - Hong Kong property stocks continue to rise, indicating a positive trend in the real estate sector [1] Group 1: Company Performance - Shimao Group (00813.HK) increased by 13.21%, reaching HKD 0.3 [1] - R&F Properties (02777.HK) rose by 5.36%, reaching HKD 0.59 [1] - China Resources Land (01109.HK) saw a gain of 4.45%, reaching HKD 30.96 [1] - Oceanwide Holdings (03377.HK) increased by 3.81%, reaching HKD 0.109 [1]

Core Viewpoint - The Chinese property stocks are experiencing a rise, driven by the implementation of new housing policies in various regions, particularly the promotion of "existing home sales" in Pingjiang County, Hunan Province, which is expected to stabilize the market in the long term [1] Group 1: Market Performance - Shimao Group (00813) increased by 13.21%, trading at 0.3 HKD - R&F Properties (02777) rose by 5.36%, trading at 0.59 HKD - China Resources Land (01109) saw a 4.45% increase, trading at 30.96 HKD - Oceanwide Holdings (03377) grew by 3.81%, trading at 0.109 HKD [1] Group 2: Policy Developments - On November 3, Pingjiang County in Hunan Province fully implemented existing home sales, marking it as the fourth region in China to do so after Xinyang, Jingmen, and Conghua District [1] - Zhongtai Securities reported that existing home sales can mitigate delivery risks and help stabilize the market, although it may not directly boost new home sales in the short term [1] Group 3: Future Outlook - GF Securities noted that there is currently a policy vacuum period, with no new statements from central or local governments ahead of year-end meetings [1] - Huang Qifan's proposals regarding the establishment of a reverse mortgage system for the elderly and other housing consumption models have garnered significant attention [1] - The exploration of new real estate models continues, with expectations for statements from the Political Bureau and the Central Economic Work Conference by year-end [1]

Group 1 - The stock price of ST Dongshi (603377) closed at 4.21 yuan on November 11, 2025, with an increase of 4.99% and a turnover rate of 0.26% [1] - On November 11, the net inflow of main funds was 2.1737 million yuan, accounting for 27.54% of the total transaction amount [1][3] - The major shareholder, Dongfang Shishang Investment Co., Ltd., had 56,491,600 shares judicially auctioned and transferred, resulting in a decrease in its shareholding ratio [1][2] Group 2 - The convertible bond "Dongshi Convertible Bond" experienced a cumulative price increase deviation of over 30% over three consecutive trading days, indicating abnormal trading fluctuations [2][3] - As of November 11, the closing price of "Dongshi Convertible Bond" was 232.004 yuan per bond, with a premium rate of 132.004% and a conversion premium rate of 569.56% [2][3] - The actual controller, Xu Xiong, was arrested for suspected market manipulation, and the company is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [2][3]

Group 1 - Hong Kong real estate stocks experienced a general rise, with Longfor Group up 3.33%, China Resources Land up 3%, and Agile Group up 3.4% [1] - Other notable increases include R&F Properties, Jin Hui Holdings, Ronshine China, and Jianfa International Group, each rising approximately 2%, while Midea Real Estate, Longguang Group, New City Development, and China Overseas Macro Holdings rose over 1% [1] Group 2 - The China Index Academy recently released the October financing report, indicating that the total bond financing in the real estate sector for October 2025 reached 51.24 billion yuan, a year-on-year increase of 76.9% [1] - The issuance of credit bonds in October also saw a year-on-year increase, primarily from state-owned enterprises, with real estate credit bond financing amounting to 32.7 billion yuan, up 50.7% year-on-year, accounting for 63.8% of the total [1] Group 3 - CITIC Securities suggests that 2026 may be a critical year for real estate companies to enter a balance sheet repair phase, with some firms potentially reaching the bottom of a long-term profit cycle [1] - Companies that manage to recover first are likely those with well-positioned assets in good cities, operational investment properties, or financial assets with appreciation potential [1]

Group 1 - Hong Kong property stocks experienced an upward trend in early trading [1] - R&F Properties (02777.HK) rose by 3.64%, trading at HKD 0.57 [1] - Longfor Group (00960.HK) increased by 2.94%, trading at HKD 10.51 [1] - China Resources Land (01109.HK) saw a rise of 2.75%, trading at HKD 29.88 [1] - Oceanwide Holdings (03377.HK) gained 1.9%, trading at HKD 0.107 [1]

Group 1 - The article highlights a positive trend in the Chinese real estate sector, with several major property stocks experiencing gains in early trading, including R&F Properties up 3.64% and Longfor Group up 2.94% [1] - According to Open Source Securities, as of October 31, a total of 438.4 billion yuan in special bonds for land reserves have been issued, with 319.8 billion yuan specifically for affordable housing projects [1] - The urban development is shifting from large-scale expansion to improving existing stock, emphasizing high-quality urban development and urban renewal projects, with an estimated investment demand of 4 trillion yuan over the next five years [1] Group 2 - CITIC Securities indicates that the supply and demand situation in the real estate market has improved, suggesting a foundation for stabilization by 2026 [1] - The year 2026 is projected to be critical for real estate companies in terms of balance sheet recovery, with some firms potentially reaching a long-term profitability bottom [1] - Companies that have successfully navigated challenges are likely to be those with strong urban positioning, well-operating investment properties, or valuable financial assets [1]