炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近期，位于深圳龙岗区的远洋天祺迎来高光时刻，约700套精装住宅高品质交付，更收获了来自近百位 业主的锦旗赞誉。 这个以《远洋健康建筑体系》为标准打造的产品，不仅荣获行业第三方工程评估机构——深圳瑞捷颁发 的"深圳十大匠心美宅作品"与"5A质量评价认证"殊荣，更在交付现场赢得业主们的广泛认可，凭硬核产 品与优质服务实力圈粉。 01 建筑与健康：健康为纲 品质为脉 作为远洋深耕龙岗十余载的迭代之作，远洋天祺拒绝"复制粘贴"，而是将远洋"建筑·健康"的产品基因 注入其中。 · 三重归家礼序：社区大门设计深谙东方人居精髓，入口处精心点缀百年罗汉松，配合富有节奏感的登 科台阶与寓意吉祥的红果冬青，让归家颇具仪式感，步移景异间，建筑与自然有机融合。 · 公建化美学立面： 建筑外立面延续简约现代风格，通过挺拔的线条与考究的材质对比，呈现出极具辨 识度的都市质感。 · 健康精装细节：远洋天祺将"建筑·健康"理念延伸至室内空间。主力79-89㎡全南向户型，采用LDKB一 体化设计，结合多飘窗、全系L型阳台与U型厨房，实现空间通透与实用并存。精装严格遵循健 ...

没有华丽的辞藻，只有一步一个脚印的透明沟通、贴近市场的营销创新，以及一个又一个真实的数据， 共同构成了项目蜕变的故事。 重启：接手一个亟待唤醒的县域项目 石家庄市深泽县，一个人口约20万的县城，楼市存量竞争激烈，年去化量仅300套左右。 在这样的市场背景下，翡翠书香项目曾面临诸多挑战：工程推进节奏较慢、周边配套尚在发展中、前期 客户信心不足，项目一度在市场缺乏声音。 从工程进度滞后、市场口碑低迷，月均流速不足1套，到连续5个月稳居县域销量榜首、市场占有率超 50%、客户信心全面回升——由远洋集团旗下代建平台——远洋建管提供代销服务的石家庄翡翠书香， 在接手后短短数月内实现了一场扎实的"信任重塑战"。 2025年7月，远洋建管正式承接项目代销服务。摆在团队面前的，不仅是约4.6亿货值的去化任务，更是 如何在一个信任敏感型的县域市场中，重新建立起客户、渠道与市场的信心。 破局：把"放心"作为信任重建的起点 县域购房，核心是"放心"。远洋建管代销团队入场后，没有急于推销，而是从最根本的"信任重建"入 手： 资金管理透明化，缓解交付焦虑 针对此前客户关注的资金安全问题，实施"回款直达资金监管账户"政策，并向客户详细传 ...

Core Viewpoint - Recently, Yuanyang Group's light asset construction management platform, Yuanyang Jian Guan, successfully won the bid for the comprehensive construction project of Wenzhou Cangnan 32-4 land plot, marking its first project in Cangnan [1][4]. Group 1 - The project is located in the central urban area of Cangnan County and is commissioned by the local urban investment company. It covers an area of approximately 32,800 square meters (49.21 acres) with a total construction area of about 123,500 square meters, surrounded by a mature business atmosphere [3][6]. - The planning includes high-end residential, commercial, and office spaces, positioning it as a comprehensive complex for urban youth. The successful bid reflects the client's high recognition of Yuanyang Jian Guan's comprehensive operational capabilities, brand reputation, and professional management system [3][6]. Group 2 - Yuanyang Group has been deeply engaged in the Zhejiang market for many years, having developed multiple high-quality projects in key cities such as Hangzhou, Wenzhou, Ningbo, and Jinhua. In the light asset construction management sector, Yuanyang Jian Guan has established a strong industry reputation through its professional capabilities and rich experience [3][6]. - The successful landing of the Cangnan project signifies the continuous deepening and expansion of Yuanyang Jian Guan's construction management business in Zhejiang, further validating its comprehensive strength in acquiring and managing projects in the open market [3][6]. - Yuanyang Jian Guan aims to steadily advance project development and construction with a consistent professional spirit and refined management, focusing on creating high-quality works that align with regional development and respond to market demands [3][6].

Group 1 - The core viewpoint of the news is that Chuanxuanmao, a high-quality health and elderly care service brand under Ocean Group, has successfully won the bid for a public-private partnership elderly care project in Longgang District, Shenzhen, marking a significant expansion of its elderly care service system into the public-private sector [1][2][3] Group 2 - The Shenzhen Longgang District elderly care facility will cover a total construction area of 26,000 square meters and is planned to have 350 beds, benefiting from excellent transportation links and proximity to major hospitals [2] - The project aims to create a smart, green, and ecological comprehensive elderly care apartment, featuring shared spaces for living, rehabilitation, and recreational activities, catering to various elderly care needs [2] - Chuanxuanmao has established a high professional threshold in dementia care and health management, with over 220 professional service personnel and a service capacity exceeding 16,000 elderly individuals [3]

Core Insights - The article highlights the rapid growth of Yuanyang Construction Management, a subsidiary of Yuanyang Group, which ranked 9th in the 2025代建 industry new contract scale ranking, marking it as the fastest-growing "dark horse" among leading construction management firms [1][15][24] Group 1: Company Performance - Yuanyang Construction Management achieved a new contract scale of 10.19 million square meters, ranking 9th in the industry [24] - The company secured a government construction new contract scale of 2.79 million square meters, placing it 6th in this category [24] - The total sales scale for construction management reached 2.2 billion, ranking 15th in the industry [24] Group 2: Project Highlights - The Tianjin Qicheng Bay project, a large-scale development, became a regional sales champion by differentiating its product strategy [19] - The Beijing Banshan Guanlan project was recognized as a benchmark for livability, receiving the "Good House" certification [19] - The Zhejiang Cixi City Hangwan Financial Port project was awarded for its excellence in government construction, becoming a model for local livelihood projects [19] Group 3: Market Strategy - The company emphasizes a full-cycle management approach, enhancing product capabilities and leveraging its advantages across various sectors and the entire industry chain [1][15] - Yuanyang Construction Management aims to act as a "project doctor," focusing on precise diagnosis and value extraction to rejuvenate projects and ensure high-quality delivery [1][15][16] Group 4: Expansion and Future Plans - The company plans to add over 1,019 new projects and 160 million square meters of service area by 2025, expanding into major cities like Shenzhen, Chengdu, Changchun, and Fuzhou [23] - In the past three years, Yuanyang Construction Management has managed over 2,300 projects and expanded its footprint into 40 cities [23]

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12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: | 2026年1月6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 | | | 上月底結存 | | | 11 ...

Core Viewpoint - The renovation of the Anzhen Hualian Shopping Mall into the Yuanyang Anzhen Plaza represents a successful case of urban renewal, transforming an outdated structure into a modern mixed-use commercial complex that emphasizes green, healthy, and shared values [1][2]. Group 1: Project Overview - The Yuanyang Anzhen Plaza project is a collaborative effort within Yuanyang Group, involving investment from Yuanyang Capital Management Fund, engineering from Yuanyang Zhixin, and leasing operations by Yuanyang Real Estate, showcasing a "fund + renovation + operation" model for asset value reconstruction in the real estate sector [2][8]. - The project has been strategically positioned as a premium office space for medium to large enterprises, leveraging its unique location and proximity to key amenities like Anzhen Hospital [2][8]. - Prior to completion, Guocheng Health Group secured a 10-year lease for the entire space, indicating strong demand for the newly renovated facility [2][8]. Group 2: Renovation Challenges and Solutions - The renovation faced significant challenges due to the building's age, including issues with lighting and layout, which required a comprehensive redesign rather than superficial updates [4][10]. - The renovation team successfully removed multiple structural columns from the first to the fifth floors, creating a 26.5-meter high atrium that enhances natural light and improves the overall aesthetic and functionality of the space [4][10]. Group 3: Financial Strategies - The project utilized a diversified funding approach, combining market-raised equity funds with acquisition and renovation loans, which alleviates financial pressure associated with long-term, high-investment projects [5][12]. - Yuanyang Group's comprehensive toolkit for capital operations, engineering renovations, and post-project management enables it to effectively address the complexities of urban renewal [5][12]. Group 4: Market Opportunities - The urban renewal market presents significant opportunities, with projections indicating that commercial properties over 30 years old in first-tier cities will exceed 200 million square meters during the 14th Five-Year Plan period [6][13]. - Yuanyang Group has been active in urban renewal for over 20 years, with more than 30 million square meters of projects implemented, including 17 new urban renewal projects in the last two years [7][13]. - The company is also expanding into residential self-renewal projects, exemplified by a strategic partnership with the government of Karamay, Xinjiang, to support the renovation of old neighborhoods and public facilities [7][13].

Core Viewpoint - The Beijing Banshan Guanlan project, developed by the Ocean Group's construction management platform, has successfully obtained the "Beijing Construction Project Completion Joint Acceptance Approval," indicating high-quality completion of all official acceptance processes and laying a solid foundation for timely delivery [1][7]. Group 1: Project Overview - The Banshan Guanlan project is located in the Shijingshan District of Beijing, covering a total planned construction area of approximately 99,600 square meters with a low plot ratio of 1.2, making it a rare low-density pure villa community in the area [3][9]. - The project consists of 17 five-story villas, designed with a scientific layout that ensures adequate lighting, ventilation, and privacy for each unit, with a building spacing of approximately 24 meters and a maximum spacing of 42 meters [3][9]. - The project features a "four-leaf clover" layout, integrating living, dining, and kitchen spaces to enhance family interaction, and includes flexible room designs that can be adapted for various uses [3][9]. Group 2: Quality Control and Management - During the construction phase, the company adhered to a "quality first, meticulous control" approach, integrating high standards and a standardized full-process control system covering design, construction, and acceptance [4][10]. - The company emphasizes preemptive quality management by incorporating customer perspectives into the design and construction phases, addressing key concerns such as practicality, comfort, and noise control [6][12]. - The project has received positive market feedback and accolades, including recognition as a "dream home" and a benchmark for livability, establishing it as a new standard for quality living in western Beijing [6][12].

Core Viewpoint - The renovation of the Anzhen Hualian Shopping Mall into the Yuan Yang Anzhen Plaza by Yuan Yang Group represents a significant shift in asset valuation and urban renewal strategy, focusing on sustainable value creation through a comprehensive approach to investment, renovation, operation, and exit [2][3][4]. Group 1: Project Overview - The Yuan Yang Anzhen Plaza project, set to officially open by the end of 2025, integrates corporate headquarters and mixed-use commercial functions, emphasizing a green and healthy "green oxygen" complex [2]. - The project has secured a ten-year leasing agreement with Guangcheng Health Group, providing stable cash flow after engaging over 50 companies [2][4]. - Yuan Yang Group aims to activate the sustainable value of urban core assets through a well-structured real estate operation model [2][3]. Group 2: Urban Renewal Challenges - Urban renewal is crucial for enhancing city appearance and living quality, serving as a key driver for expanding domestic demand, yet it faces challenges in establishing a sustainable asset logic [3]. - The focus of Yuan Yang Group's approach is not just on what to renovate but on how to execute and operate effectively [3][4]. - Key questions include funding sources, revitalizing existing resources, and establishing sustainable operational models [3]. Group 3: Investment and Operation Strategy - Yuan Yang Group has adopted a high-cost renovation strategy to ensure long-term asset value, prioritizing quality over short-term economic returns [4]. - The project financing relies on market-raised equity funds rather than solely on internal funds, creating a diversified funding structure [4][5]. - The operational model involves a closed-loop system of "funding + renovation + operation," addressing traditional urban renewal challenges [5]. Group 4: Strategic Direction - The company has established a "dual-line parallel" strategy focusing on both residential self-renewal and revitalizing urban real estate [6][7]. - In residential self-renewal, Yuan Yang Group is transitioning from a developer to a service provider, collaborating with local governments for comprehensive urban renewal support [7]. - The company is concentrating on core cities like Beijing and Shanghai for urban real estate revitalization, developing systematic solutions for area renewal and asset activation [7].

Core Insights - The Zhongshan Ocean New World project, managed by Ocean Group's Ocean Construction Management, achieved a remarkable sales breakthrough, accumulating over 1 billion in transactions within two months, with visitor numbers and conversion rates doubling, establishing itself as a market benchmark against the trend [1][9]. Group 1: Project Diagnosis - The project is located in the core area of Zhongshan Torch Development Zone and is one of the few improvement-type properties in the main urban area of Zhongshan. Previously, the project had a slow sales pace and long-term unmet expectations. After the Ocean Construction Management team took over, they initiated a comprehensive project diagnosis, identifying key issues affecting sales, including a generalized target customer base, misalignment of decoration standards with improvement needs, ineffective integration of local and cross-border channel resources, and the need to enhance the sales team's operational capabilities [3][11]. Group 2: Systematic Treatment - Based on the diagnosis results, the Ocean Construction Management team implemented a series of effective adjustments across five dimensions: - **Customer Structure Adjustment**: The marketing focus shifted from broad customer acquisition to a dual-core strategy of "local deep cultivation" and "Hong Kong customer breakthrough," targeting local improvement needs and exploring cross-border asset allocation potential from Hong Kong and Macau [6][13]. - **Team Configuration Enhancement**: The sales system was restructured by bringing in a core team familiar with the local market, quickly forming a specialized "wolf team" to address marketing challenges and improve sales strategies, resulting in a significant enhancement in sales effectiveness and service quality [14]. - **Product Configuration Optimization**: Experts from various fields were involved to optimize the decoration standards of unsold units, aligning them more closely with target customer needs. A new model room was opened on December 13, receiving high customer recognition [14]. - **Marketing Display Improvement**: The team upgraded the sales atmosphere and display to enhance the on-site experience and sales enthusiasm [14]. - **Channel Relationship Building**: The team leveraged brand advantages to rebuild cooperation with core channels, integrating local and Hong Kong resources to significantly increase customer visits [7][14]. Group 3: Value Verification - The achievement of over 1 billion in sales within two months not only marks a significant performance breakthrough but also validates the effectiveness of Ocean Construction Management's methodology of "in-depth diagnosis, precise intervention, and systematic empowerment." The sales growth was driven by precise insights into customer needs, comprehensive enhancement of product competitiveness, activation of organizational efficiency, and optimization of on-site experiences, maximizing the project's inherent value [8][15]. - In the current market environment, the professional capabilities driving sales provide a replicable and verifiable case for similar projects. Ocean Construction Management has successfully revitalized various complex projects, demonstrating their expertise in project management and marketing [15].