Group 1 - The core viewpoint of the news is that Oceanwide Commercial has successfully signed a contract for the Beijing Optical Instrument Factory urban renewal project, leveraging its resources and expertise in commercial operation management to provide consulting services [1][2] - The Beijing Optical Instrument Factory urban renewal project is a key implementation project in the city's sub-center, covering an area of approximately 70,400 square meters, and aims to preserve historical buildings while introducing green technology enterprises [2] - The project will include various functions such as office areas for green technology companies, a green technology exhibition and conference center, incubation offices, expert apartments, and supporting commercial services [2] Group 2 - Urban renewal has become an important focus for urban work in the current and future periods, with Oceanwide Group being one of the earliest real estate companies to engage in this field, having over 25 years of experience [3] - Oceanwide Group has implemented urban renewal projects totaling 30 million square meters, gaining recognition and selection from an increasing number of clients for its professional service capabilities [3]

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: | 遠洋集團控股有限公司 | | | | 呈交日期: | 2025年8月5日 | | | | I. 法定/註冊股本變動 不適用 | | | | | 備註： | | | | | 遠洋集團控股有限公司(「本公司」)並無法定股本, 及其股本並無股份面值。 | | | | FF301 第 1 頁 共 11 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 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) | 03377 | 說明 | 股份 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | ...

Core Viewpoint - Ocean Group's stock price experienced a decline of 5.56%, trading at 0.119 HKD per share with a transaction volume of 3.35 million HKD as of 10:41 AM on August 4 [1]. Group 1: Company Overview - Ocean Group's main business includes residential development, real estate development and operation, property services, and full industry chain construction services [1]. - The company is involved in various other businesses such as elderly care services, data real estate, logistics real estate, and real estate funds [1]. - Ocean Group has developed and operated over 600 projects in more than 80 cities [1]. - The property service subsidiary, Ocean Service, was listed on the Hong Kong Stock Exchange at the end of 2020 and ranks among the top 20 property service companies in China [1]. Group 2: Financial Performance - 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].

2025.08. 02 本文字数：1119，阅读时长大约2分钟 作者 | 第一财经 孙梦凡 远洋集团(03377.HK)境内债务重组方案终于出炉。 第一财经了解到，本次债务重组方案涵盖了7只公司债，以及额外三笔银行间定向债务融资工具，总 额共计180.5亿元。同时，每种重组选项公布的数据均为上限，具体能否达到该规模、会否调整，还 要看债权人后续的选择。 整体来看，远洋集团的重组方案，较为重要的选项是现金回购、以及资产抵债方案，两种模式合计对 应的债务规模最高为110亿元；股票经济收益选项和长期留债方案，公司未披露具体规模，还要看债 权人后续选择。 8月1日晚间，远洋集团公告称，推出境内债券重组初步方案，涉及"H18远洋1""H15远洋5""H15远洋 3"等7笔公司债及银行间定向债务融资工具。重组选项包括现金回购、股票经济收益权、以资抵债、 一般债券展期。 其中，现金回购选项中，相关方拟以不超过8亿元的现金，按照债券剩余面值20%的价格，购回待偿 本金金额不超过40亿元的标的债券。 第二是股票经济收益选项，远洋拟在中国香港向特殊目的信托，增发不超过28亿股普通股股票，用 股票出售所得现金净额，偿付部分标的债券 ...

Core Viewpoint - The debt restructuring plan of Ocean Group (03377.HK) has been announced, involving a total of 180.5 billion yuan in company bonds and additional debt financing tools [2][3]. Group 1: Debt Restructuring Options - The restructuring plan includes several options: cash buyback, stock economic rights, asset debt settlement, and general bond extension [2]. - For the cash buyback option, the parties intend to repurchase bonds worth up to 40 billion yuan at a price of 20% of the remaining face value, with a maximum cash outlay of 800 million yuan [2]. - The stock economic rights option involves issuing up to 2.8 billion new ordinary shares in Hong Kong, with the conversion price set at five times the average stock price over the 20 trading days prior to the registration date [2]. - The asset debt settlement option is divided into residential and commercial project income settlements, with a total repayment cap of 70 billion yuan [3]. Group 2: Long-term Debt Solutions - A long-term debt retention plan is proposed, extending the maturity date to September 30, 2035, with a uniform interest rate of 1% per annum starting from the benchmark date [3]. - From the end of the 5.5-year period, principal repayments will be made semi-annually in cash, with interest paid alongside [3]. Group 3: Stakeholder Considerations - The restructuring plan aims to balance the diverse demands of creditors, some of whom prefer short-term cash and high repayment rates, while others favor long-term repayment options [4]. - The company emphasizes its commitment to fair treatment of investors, ensuring no conflicts of interest or insider trading practices [3].

Core Viewpoint - The debt restructuring plan of Ocean Group has been announced, involving multiple options for bondholders, but it is still a preliminary proposal and not yet finalized [2][4]. Summary by Sections Debt Restructuring Options - The restructuring plan includes options such as cash buyback, stock economic rights, asset debt settlement, and general bond extension [2][3]. - The cash buyback option proposes to repurchase bonds worth up to 4 billion yuan at 20% of their remaining face value, totaling a maximum of 8 billion yuan [2]. - The stock economic rights option involves issuing up to 2.8 billion shares in Hong Kong to raise cash for debt repayment, with a conversion price set at five times the average stock price over the 20 trading days prior to the registration date [2]. Asset Debt Settlement - The asset debt settlement option is divided into residential and commercial project income settlements [3]. - For residential projects, the plan allows for a repayment of 30 yuan for every 100 yuan of remaining bond face value, with a total repayment cap of 3 billion yuan, backed by residential project income rights in the Beijing-Tianjin-Hebei and Greater Bay Area [3]. - The commercial project option proposes a repayment of 100 yuan in trust shares for every 100 yuan of remaining bond face value, with a total cap of 4 billion yuan, secured by commercial project income rights in Beijing [3]. Long-term Debt Retention - A long-term debt retention option extends the maturity date to September 30, 2035, with a uniform interest rate of 1% per annum, and cash repayments starting from the end of the 5.5-year period [3][4]. - The total debt involved in the restructuring plan amounts to 18.05 billion yuan, covering seven company bonds and three additional targeted debt financing tools [3]. Stakeholder Considerations - The company emphasizes that the restructuring plan is a preliminary proposal and will be finalized based on the outcomes of a bondholder meeting [4]. - There is an acknowledgment of diverse creditor demands, with some preferring short-term cash recovery and others favoring long-term repayment options, highlighting the need for a balanced approach to avoid a "lose-lose" situation [4].

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。 內幕消息 一家附屬公司之債券之信息 資產抵債選項可根據底層資產類型分為住宅項目收益抵債和商業項目收益抵債兩種。 本公告乃由遠洋集團控股有限公司（「本公司」，連同其附屬公司，統稱「本集團」）根據香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則（「上 市 規 則」）第 13.09(2)(a) 條 以 及 證 券 及 期 貨 條 例（香港法例第571章）第XIVA部項下內幕消息條文（定義見上市規則）作出。 本公司董事局（「董事局」）謹此知會本公司股東、本集團債務證券持有人及潛在投資者有 關 本 公 司 全 資 附 屬 公 司 北 京 遠 洋 控 股 集 團 有 限 公 司（前 稱 遠 洋 控 股 集 團（中 國）有 限 公 司，「遠 洋 控 股」）發 行 的 若 干 債 券 的 相 關 信 息。誠 如 遠 洋 控 股 於 上 海 證 券 交 易 ...

内房股今日普跌，截至发稿，远洋集团(03377)跌6.67%，报0.126港元；融创中国(01918)跌5.17%，报 1.65港元；富力地产(02777)跌2.08%，报0.94港元。 消息面上，中共中央政治局7月30日召开会议，会议指出，落实好中央城市工作会议精神，高质量开展 城市更新。中泰证券（600918）此前指出，中央城市工作会议强调城市发展已从"大规模增量扩张阶 段"进入"存量提质增效阶段"，提出了以推动城市高质量发展为主题、以坚持城市内涵式发展为主线、 以推进城市更新为重要抓手的总体部署。会议提出"加快构建房地产发展新模式，稳步推进城中村和危 旧房改造"，但并未出台强刺激举措，相关表述较为审慎中性。 美银证券此前发表研究报告称，预期今年上半年的行业盈利将同比下降25%，但由于存货减值幅度收 窄，预计全年盈利下降幅度将收窄至13%，又预计上半年开发利润率将下降1个百分点，平均值为 11%。该行计及第二季行业表现逊于预期后，将开发商今年的合同销售预测下调5%，意味着在高基数 下，下半年将同比下降16%。该行预计，受到利润率复苏所支持，该行预计2027财年内房行业盈利将会 复苏，但由于合同销售的复苏不 ...

Group 1 - Real estate stocks experienced a general increase on July 29, with China Oceanwide Holdings rising by 10.34% and both Greenland Holdings and Sunac China increasing by over 1% [1] - In the first half of the year, China Oceanwide Holdings reported a contract sales amount of 13.37 billion yuan [1] - The company's light asset expansion platform, Oceanwide Construction Management, secured 33 new projects with a total signed project area of 5.62 million square meters, ranking 8th in the industry for new signed project scale [1] Group 2 - Two projects managed by Oceanwide Construction Management, the Wuhan Jing Shan Light Machinery high-end intelligent equipment manufacturing base and the Taizhou Kaidi Intelligent Manufacturing Industrial Park in Zhejiang, successfully topped out in July [1]

內幕消息 一家附屬公司之債券之信息 本公告乃由遠洋集團控股有限公司（「本公司」，連同其附屬公司，統稱「本集團」）根據香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則（「上 市 規 則」）第 13.09(2)(a) 條 以 及 證 券 及 期 貨 條 例（香港法例第571章）第XIVA部項下內幕消息條文（定義見上市規則）作出。 茲提述本公司日期分別為2025年5月9日、2025年5月3 0日、2025年6月1 2日、2025年6 月1 9日、2025年7月1 0日及2025年7月1 8日的公告（「該等公告」），內容有關本公司全資 附屬公司北京遠洋控股集團有限公司（前稱遠洋控股集團（中國）有限公司，「遠洋控股」） 發 行的 若干 債 券的 相關 信 息。除另 有定 義 外，本公 告所 使 用之 詞彙 與 該等 公告 所 定義 者 具有相同涵義。 董事局謹此知會股東、本集團債務證券持有人及潛在投資者有關「H19遠洋1」及「H19遠 洋2」公 司債券的相關 信息。誠如遠洋 控股於上海證 券交易所網站 刊發日期為2025 年7 月 2 8日的公告所載： 香港交易及結算所有限 公司及香港聯合交易所有限公 ...