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11月30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12月2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 III.已發行股份及/或庫存股份變動詳情 (A). 股份期權（根據發行人的股份期權計劃） | 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 | | | | ...

Group 1: Beijing's 15th Five-Year Plan - Beijing's 15th Five-Year Plan emphasizes the improvement of the "market + guarantee" housing supply system and the establishment of a rental and purchase system, prioritizing land supply near transit stations [1] - The plan aims to enhance the supply of affordable housing, focusing on urban working groups and low-income families, while also increasing the effective supply of rental housing [1] - Initiatives include the development of high-quality housing, enhancing property services, and implementing a safety management system for the entire lifecycle of housing [1] Group 2: Changzhou's New Housing Policy - Changzhou's new policy mandates the definition of residential types for land sales, encourages improved architectural design, and promotes smart home features [2] - The policy increases the public housing loan limit by 500,000 yuan for high-quality residential purchases without a maximum cap, supporting citizens in upgrading their homes [2] Group 3: Beijing Land Auctions - China Overseas Land & Investment won a plot in Tongzhou District for 1.248 billion yuan, with a floor price of approximately 22,900 yuan per square meter and a premium rate of 0.97% [3] - Maoyuan Real Estate acquired a plot in Chaoyang District for 5.024 billion yuan, with a floor price of about 62,100 yuan per square meter and a premium rate of 18.21% [5] - Beijing Urban Construction secured a plot in Fangshan District for 1.471 billion yuan at the base price, with a floor price of approximately 18,100 yuan per square meter [5] Group 4: Other City Land Auctions - In Shanghai, nine plots were sold for a total of 17.333 billion yuan, with some plots sold at a premium [4] - Hangzhou sold five residential plots for approximately 6.794 billion yuan, with several plots sold at base prices [6] - Suzhou's two residential plots were sold at base prices for a total of 1.42 billion yuan [7] - Wuhan's twelve plots sold for about 3.97 billion yuan, with a significant portion being residential land [8] Group 5: Real Estate Market Trends - The top 100 real estate companies acquired land worth 847.8 billion yuan from January to November, marking a year-on-year increase of 14.1% [10] - China State Construction Engineering issued the first commercial real estate ABS in China, with a scale of 1.246 billion yuan [11] - Ocean Group's debt restructuring plan for seven domestic bonds totaling 13.05 billion yuan was approved [11] - Vanke plans to hold a meeting to discuss the extension of a 2 billion yuan medium-term note [11]

近日，远洋集团旗下轻资产代建平台——远洋建管成功签约福建宁德赛岐外滩项目，提供项目策划、产 品销售、后台管理等销售管理服务。这也是远洋建管在福建落地的首个轻资产项目，标志着深耕福建全 域、助力区域焕新取得重要进展。 自2017年进入福建市场以来，远洋已在福州、厦门、漳州、龙岩、泉州等城市打造多个高品质项目，积 累了丰富的市场经验与良好的品牌口碑。其中，龙岩远洋山水常年稳居区域销量前列，先后获评"福建 人文楼盘""闽西南品质标杆"等荣誉；泉州水墨山水开盘即售罄，成为当地备受关注的热销楼盘；厦门 远洋风景则凭借过硬的交付品质，赢得业主与市场认可，并获同安区住建局《表扬信》。 责任编辑：宋雅芳 项目位于宁德福安赛岐滨江板块，占地面积约58亩，总建筑面积约13.8万平方米，业态涵盖住宅与商 业。基于此前在福建成功合作开发两个项目的良好基础，委托方此次再度选择与远洋携手，充分体现了 对远洋专业能力的高度信任。远洋建管将依托专业的市场研判能力和成熟的营销体系，为项目提供精准 定位与全过程销售支持，助力项目价值提升。 ...

Core Viewpoint - The debt restructuring of Ocean Group has made progress, with seven domestic corporate bond restructuring proposals approved by bondholders, involving a total amount of 13.05 billion yuan [1][2]. Group 1: Debt Restructuring Details - Ocean Group's wholly-owned subsidiary, Beijing Ocean Holdings Group Co., Ltd., has seven corporate bonds that will be suspended from trading on the Shanghai Stock Exchange starting August 15, 2025, due to the overall operational status of Ocean Holdings [1]. - The restructuring proposals for these corporate bonds have been approved by the bondholders' meeting, and trading will resume on November 27, 2025 [1]. - The restructuring options include cash buyback, stock economic rights, and asset debt repayment options, with specific arrangements to be announced later [1]. Group 2: Financial Overview - Ocean Holdings has been actively working to ensure project delivery and stabilize operations since 2023, achieving positive results but still facing pressure on its asset-liability structure and liquidity [2]. - The total amount involved in the proposed restructuring of ten bonds is 18.05 billion yuan, of which the approved seven bonds account for 13.05 billion yuan [2]. - The company completed a significant overseas debt restructuring in March 2025, reducing its leverage by approximately 4 billion USD and improving its asset-liability structure [5]. Group 3: Business Transformation and Strategy - Ocean Group is seeking transformation by focusing on light asset operations, including development agency, commercial management, and user services, while exploring new business models in real estate [6]. - The company has seen a 124% year-on-year increase in newly developed agency project area in the first nine months of 2025, reaching 7.153 million square meters [7]. - Ocean Group has implemented over 30 million square meters in urban renewal projects over the past two decades, establishing a systematic solution framework [8]. Group 4: Industry Context - The real estate market is undergoing a deep adjustment, with significant declines in sales for the top 100 real estate companies, necessitating debt restructuring and asset revitalization for survival [9]. - Other companies, such as Sunac and Country Garden, are also progressing with their debt restructuring efforts amid similar industry challenges [9]. - The ongoing market risks and management challenges highlight the need for real estate companies to restore their operational capabilities while ensuring project delivery to rebuild market confidence [10].

Group 1: Influenza Situation - The influenza activity in China has reached an epidemic level, with most provinces reporting a rapid increase in cases [1] - The latest report indicates that flu-like cases in sentinel hospitals have reached the highest proportion in nearly four years, with northern provinces showing higher rates than southern ones [1] - A total of 955 flu-like outbreaks were reported nationwide, with 741 caused by the H3N2 strain [1] Group 2: Stock Market Overview - The U.S. stock market experienced gains, with the Dow Jones Industrial Average rising by 314.67 points, or 0.67%, to close at 47,427.12 points [2] - The S&P 500 and Nasdaq also saw increases of 46.73 points (0.69%) and 189.1 points (0.82%), respectively [2] - Retail stocks strengthened ahead of the Black Friday shopping season, with Walmart reaching a historic high [2] Group 3: Hong Kong Real Estate Market - The private residential property price index in Hong Kong rose by 0.4% in October, marking five consecutive months of increases [3] - The latest index does not yet reflect the positive impacts of recent interest rate cuts and significant agreements reached during the U.S.-China summit [3] Group 4: Financial Innovations - The Industrial and Commercial Bank of China has successfully conducted offshore foreign currency tri-party repurchase transactions, becoming the first domestic bank to participate in this international market [4] - This innovation enhances the bank's pricing power and operational efficiency while reducing risks and costs associated with traditional bilateral repurchase agreements [4] Group 5: AI Product Launch - Meituan has launched its first AI IDE product, CatPaw, which focuses on agent-driven programming and includes features like code completion and project debugging [5] Group 6: Pharmaceutical Approvals - Boan Biotech's Abicipar injection has received approval for marketing in China, targeting age-related macular degeneration and diabetic macular edema [6] - Eucan Vision Biotech's OT-702, a biosimilar to EYLEA, has also been approved for the same indications in China [7] Group 7: Financial Performance - Haidilao's overseas business reported a revenue of $214 million for Q3, reflecting a year-on-year growth of 7.8% [8] - Yao Cai Securities reported a net profit of HKD 327 million for the six months ending September 30, marking a 4.77% increase year-on-year [9] - NIO's Q3 revenue reached RMB 21.79 billion, with a strong delivery growth of 40.8% year-on-year, and a Q4 revenue guidance of RMB 32.758 billion to RMB 34.039 billion [10] Group 8: Debt Restructuring - Ocean Group's debt restructuring plan for seven domestic bonds, totaling approximately RMB 13.05 billion, has been approved by bondholders [11] Group 9: New Stock Performance - The new Hong Kong stock Quantitative Party saw a nearly 200% increase in its dark market trading, reflecting strong investor interest [12] Group 10: Company Earnings - Alibaba Health reported a net profit of RMB 1.266 billion for the six months ending September 30, a 64.7% increase year-on-year, with total revenue of RMB 16.697 billion [13]

｜2025年11月27日星期四｜ NO.4 招商蛇口完成发行50.40亿元公司债券 点评：此次方案落地意义重大，远洋集团今年3月已完成境外债务重组，如今7笔境内公司债重组方案获 批，不仅大幅减轻了公司短期偿债压力、优化了债务结构，也为企业后续稳定经营创造了条件。 NO.2 许家印前妻丁玉梅2.2亿美元海外资产遭冻结 11月26日，香港高等法院公布当天作出的一项新裁决，采纳恒大清盘人的主张，扩大对恒大创始人许家 印前妻丁玉梅的资产禁制令，新增其在加拿大、直布罗陀、泽西和新加坡的2.2亿美元资产。 点评：此次新增冻结是全球资产追索进入精准打击阶段的体现，这既能保护债权人利益，也会倒逼行业 更注重财务透明度和稳健经营。 NO.3 中国铁建300亿元公募债券项目更新至"提交注册" 11月26日，上交所披露，中国铁建股份有限公司300亿元公募公司债项目状态更新为"提交注册"，该债 券面向专业投资者发行。据悉，本次债券由申万宏源、中信建投、国泰海通、光大证券等联席承销。 点评：此次状态更新是在前期注册批复和多期分期发行基础上的流程推进。这一动作既能确保公司后续 可按需获取资金，优化债务结构、保障营运资金稳定，也体现出其融 ...

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更新 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、2025年7月1 8日、2025年7月2 8日、2025年8月1日及2025年 8 月1 4 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 ...

格隆汇11月26日｜远洋集团旗下北京远洋控股集团有限公司今日发布公告，包括"H15远洋03""H18远洋 01"在内的7笔境内公司债的重组方案已全部获得债券持有人会议投票通过，涉及本金总额130.5亿元。 上述债券将于11月27日在上交所复牌。 ...

本项目的顺利推进，得益于远洋建管与邵阳经济技术开发区此前奠定的合作基础。11月17日，双方正式 签署框架合作协议，就辖区内房地产项目的续建与运营确立合作意向。作为邵阳市唯一的国家级经济技 术开发区，其雄厚的产业基础与强大的资源协调能力，为银升等具体项目的落地提供了坚实支撑。 近日，远洋集团控股有限公司（以下简称"远洋集团"）旗下代建平台——远洋建管与邵阳兴昂银升置业 有限公司正式签署湖南邵阳银升项目委托开发管理服务协议，在邵阳的首个轻资产代建项目成功落地， 这也是远洋建管与邵阳经济技术开发区合作框架下的重要实践。 银升项目位于邵阳经开区宝庆新城核心板块，占地面积约118亩，总建筑面积约33.23万平方米，容积率 3.49，业态涵盖住宅与商业。针对项目现状，远洋建管将提供从规划设计优化、工程建设管控、营销管 理到竣工交付的全过程开发管理服务，并积极推动项目纳入政府"保交楼"工作机制，协助纾解既有债务 与复工难题。 此外，远洋建管将依托远洋集团30余年的开发管理经验，对项目未施工楼栋进行产品升级，着力打造空 间布局更优、居住体验更佳的差异化住宅产品。同时，通过建立"资金共管、进度可视化、品质严管 控"等系列管理机 ...

远洋集团(03377)发布公告，于2025年11月24日因可转换债券获转换发行合共146.25万股新股份。 ...