Core Viewpoint - The company, Ocean Group (03377), announced the issuance of a total of 487 million shares due to the conversion of zero-coupon mandatory convertible bonds on August 25, 2025 [1] Group 1 - The total number of shares to be issued is 487 million [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 第 2 頁 共 6 頁 v 1.3.0 FF305 FF305 公司名稱： 遠洋集團控股有限公司 呈交日期： 2025年8月25日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 | | 是 | | | | 證券代號 (如上市) | | 03377 | 說明 | | | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | ...

Core Insights - The real estate industry is currently undergoing a deep adjustment phase, with construction management becoming a significant direction for many real estate companies to transform [4] - The "2025 China Urban Development and Real Estate Innovation Conference" highlighted that typical construction management companies saw a 17.6% year-on-year increase in newly planned construction area in the first half of 2025 [4] Company Performance - Far East Group's construction management brand, Yuan Yang Jian Guan, ranked 13th in the "2025 China Real Estate Construction Management Company Brand Influence TOP 20" [1] - In the first half of this year, Yuan Yang Jian Guan expanded its project count to 33 and signed new project areas totaling 562 million square meters, ranking 8th in the industry [4] - In Q2 of this year, Yuan Yang Jian Guan expanded 22 construction management projects across 16 cities, with newly signed areas reaching the industry's TOP 3 [4] Industry Trends - The competitive landscape is evolving, with a decrease in the concentration of new contracts among leading companies, while mid-tier and emerging players are accelerating their expansion [4] - The construction management industry is entering a new stage of high-quality development, emphasizing the need for companies to return to service fundamentals, strengthen professional capabilities, and focus on product innovation to gain a competitive edge [4]

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 Chinese real estate stocks have shown significant gains following the State Council's meeting, which emphasized strong measures to stabilize the real estate market [1] Group 1: Stock Performance - Vanke Enterprises (02202) increased by 8.9%, trading at HKD 5.63 [1] - Oceanwide Holdings (03377) rose by 7.63%, trading at HKD 0.127 [1] - Sunac China (01918) saw a rise of 5.92%, trading at HKD 1.61 [1] - Longfor Group (00960) increased by 5.88%, trading at HKD 11.35 [1] Group 2: Policy and Market Outlook - The State Council's meeting on August 18 highlighted the need for strong measures to consolidate the stabilization of the real estate market [1] - Ping An Securities noted that there is still potential policy space in the real estate sector [1] - The market is expected to continue its short-term momentum due to the focus on cost-effectiveness in the second-hand housing market and limited supply of "good houses" [1] Group 3: Company Performance Insights - Some real estate companies have shown signs of improvement in their financial reports, such as Binhai and Jianfa, with year-on-year growth in mid-year reports [1] - CITIC Securities indicated a clear performance divergence among real estate companies in the first half of the year, with those operating in core cities performing well [1] - Companies like Binhai Group (002244), Jianfa International, Greentown Service, and Binhai Service reported double-digit profit growth [1]

(本文来自第一财经) 万科企业涨超12%，远洋集团、融创中国涨超8%，新城发展控股、龙湖集团均涨超6%，越秀地产等跟 涨。 ...

Group 1 - The core point of the article highlights the significant stock price increase of Ocean Group, which rose by 10.17% to 0.13 CNY per share, with a trading volume of 13.25 million CNY on August 25 [1] - Ocean Group's main business includes residential development, real estate operation, property services, and full-chain construction services, with additional ventures in elder care, data real estate, logistics real estate, and real estate funds [1] - The company has developed and operated over 600 projects in more than 80 cities, and its property service subsidiary, Ocean Service, was listed on the Hong Kong Stock Exchange at the end of 2020, ranking among the top 20 property service companies in China [1] Group 2 - As of the 2024 annual report, Ocean Group reported total revenue of 23.641 billion CNY and a net loss of 18.624 billion CNY [2] - Ocean Group is set to disclose its mid-year report for the fiscal year 2025 on August 28 [3]

格隆汇8月25日｜港股内房股震荡上升，万科企业涨超12%，远洋集团、融创中国涨超8%，新城发展控 股、龙湖集团均涨超6%，越秀地产等跟涨。 消息面上，央行第二季度中国货币政策执行报告指出，下一阶段要持续巩固房地产市场稳定态势，完善 房地产金融基础性制度，助力构建房地产发展新模式。 ...

而在这两个项目，涅槃重生的故事背后，其实就埋藏好伏笔。这些年，行业出险房企只增不减，而遗留下来的，是那些停工楼盘、烂尾项目、以及未开工 的土地。 去年，国家不遗余力推进保交楼、推进房企融资白名单，全面建立了机制。于是，这个全新的赛道，现在许多房企现在正扎堆进入：不良资产代建。 如果说，在上海最命运多舛的楼盘，你会想到谁？ 我想，我会提名这两个知名的滨江豪宅，一个经历二十多年，开发商数次暴雷，归来仍是热销盘的融创外滩壹号院，另一个是屹立在东外滩多年烂尾的八 埭头。 回顾它诞生的来龙去脉，这个盘几乎没错过关于房地产的所有周期，期间更是经历了数次股权变更。 2002年泛海国际董家渡拿地→ 2015年才完成第一块地拆迁→ 泛海受困于资金→ 2019年融创收购项目100%股权→ 2022年融创债务危机→2022 年中信信托、华融资产成大股东→ 2024年项目热销超200亿，位居上海单盘第二 这是一个上海核心旧改地块涅槃重生的故事，其精彩程度堪比爽文，这次男主依旧还是融创和孙宏斌。 而另一个楼盘八埭头滨江园，2024年项目仍处于停工状态，如今也迎来白衣骑士，业主们在杂草丛生的社区生活了好几年之后，AMC机构终于为这个接 ...

Group 1 - The core viewpoint of the article highlights a significant increase in the stock prices of Chinese real estate companies following a government meeting that emphasized measures to stabilize the real estate market [1] - Vanke Enterprises (02202) saw an increase of 8.9%, Oceanwide Holdings (03377) rose by 7.63%, Sunac China (01918) increased by 5.92%, and Longfor Group (00960) grew by 5.88% [1] - The State Council's ninth plenary meeting on August 18 indicated that there is still potential policy space for the real estate sector, suggesting a positive outlook for the market [1] Group 2 - Ping An Securities noted that the second-hand housing market is more focused on meeting basic needs, leading to a price-volume trade-off, while "good houses" cater to improvement demands, resulting in a focus on quality-price ratio [1] - The supply of "good houses" remains relatively limited, which is expected to sustain short-term market enthusiasm [1] - Some real estate companies have shown signs of improvement in their financial reports, with companies like Binjiang and Jianfa reporting year-on-year growth [1] Group 3 - CITIC Securities indicated a clear divergence in the performance of real estate companies in the first half of the year, with developers and property companies in core cities performing exceptionally well [1] - Companies such as Binjiang Group, Jianfa International, Greentown Service, and Binjiang Service achieved double-digit profit growth [1] - Conversely, previously loss-making real estate companies continue to face significant losses in the first half of the year [1]