房企分化明显，头部房企强者恒强态势突出，8月TOP40房企中48%实现环比正增，前十房企中八家房 企实现环比正增长，其中中海地产、绿城中国、华发股份、招商蛇口等环比增幅显著。从8月单月操盘 口径销售金额来看，绿城中国最高为195.0亿元，其次为招商蛇口、中海地产、保利发展、华润置地。 (格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 ^ | | --- | --- | --- | --- | | 02202 | 万科企业 | 5.260 | -2.23% | | 03383 | 雅居乐集团 | 0.440 | -2.22% | | 00123 | 越秀地产 | 4.770 | -2.25% | | 01030 | 新城发展 | 2.400 | -2.04% | | 01109 | 本润量期 | 30.400 | -1.94% | | 03900 | 绿城中国 | 9.310 | -1.79% | | 03377 | 远洋集团 | 0.117 | -1.68% | | 01908 | 建发国际集团 | 17.190 | -1.55% | | 00813 | 世茂集团 | 0.320 | -1.54% | ...

远洋集团(03377)公布附属北京远洋控股集团有限公司2025年上半年业绩，营业额约44.53亿元;除税后净 亏损约159.66亿元。 ...

智通财经APP讯，远洋集团(03377)公布附属北京远洋控股集团有限公司2025年上半年业绩，营业额约 44.53亿元;除税后净亏损约159.66亿元。 ...

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」）自願作 出。 有關本公司間接全資附屬公司兼本公司於中華人民共和國（「中國」）的主要附屬公司北京 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」）在中國發行的 公 司債 券，根據 中 國有 關規 則 及規 例以 及 中國 證券 監 督管 理委 員 會的 規定，遠 洋 控股 於 二零二五年八月二十九日在上海證券交易所網站(http://www.sse.com.cn)登載（其中包 括）其 根 據 中 國 企 業 會 計 準 則 編 製 截 至 二 零 二 五 年 六 月 三 十 日 止 六 個 月 的 未 經 審 核 綜 合 財務報表。 下文載列根據中國企業會計準則編製的遠洋控股截至二零二五年六月三十日止六個月未 經審核綜合財務報表的主要財務數據（連同比較數據）： | | 於二零二五年 | 於二零二四年 | | --- | --- | --- | | | 六月三十日 | 十二月三十一日 | | | 人民幣千元 | 人民幣千元 | | | （未經審核） | （經審核） | | 流動資產 | 124,051,248 | 1 ...

报告期内，远洋集团协议销售总额为人民币133.70亿元，同比下降27%；营业额为人民币62.03亿元，较 去年同期下降53%。 于2025年上半年，本集团及其合营企业和联营公司未有新购入土地。 于2025年6月30日，集团及其合营企业和联营公司的土地储备下降至2723.2万平方米，土地储备应占权 益部分则相应下降至1459.2万平方米。 央广网北京8月29日消息（记者门庭婷）8月28日，远洋集团发布截至2025年6月30日止六个月的中期业 绩公告。 2025年上半年，远洋集团录得毛亏为人民币49.66亿元；公司拥有人应占溢利为人民币102.02亿元，同比 扭亏为盈。期内溢利主要是由于集团完成境外债务重组录得的非现金收益所致。 ...

Core Viewpoint - The company has reported a significant increase in profit due to the completion of overseas debt restructuring, despite a substantial decline in revenue and ongoing industry risks [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 6.203 billion yuan, a year-on-year decrease of 53% [1]. - The company recorded a net profit attributable to shareholders of 10.202 billion yuan, marking a turnaround from losses, primarily due to non-cash gains from debt restructuring [1]. - The overseas debt restructuring resulted in a one-time non-cash gain of 31.756 billion yuan, significantly impacting mid-term profits [1][2]. Group 2: Impairment Losses - The company reported other losses (net) of 3.326 billion yuan, attributed to the severe adjustment in the real estate market and challenging operating conditions [2]. - Impairment losses under expected credit loss models amounted to 9.725 billion yuan, a substantial increase from 297 million yuan in the same period of 2024 [2]. - The increase in impairment losses is mainly due to provisions for trade and other receivables, as well as financial guarantees [2]. Group 3: Debt and Cash Position - Following the completion of the overseas debt restructuring, the company's total loans decreased from 98.373 billion yuan at the end of 2024 to 66.997 billion yuan in mid-2025 [2]. - The net debt ratio stands at approximately 743%, with total cash resources (including cash and cash equivalents) amounting to 5.831 billion yuan [2]. Group 4: Industry Outlook - The company anticipates that the real estate market will take time to recover, with industry risks still in the process of being cleared [3]. - The future of the industry is expected to enter a new phase focused on improving existing assets, with opportunities in business management, asset management, elderly services, property services, urban renewal, and disposal of existing assets [3].

Core Viewpoint - The Chinese real estate industry is entering a critical phase of risk clearance in 2025, with several companies, including Country Garden, Sunac, and Ocean Group, achieving breakthroughs in debt restructuring [1] Company Performance - Ocean Group reported a revenue of 6.203 billion yuan in the first half of 2025, a 53% decrease year-on-year, with a gross loss of 4.966 billion yuan, compared to a gross profit of 297 million yuan in the same period of 2024 [1] - The company achieved a profit attributable to shareholders of 10.202 billion yuan, recovering from a loss of 5.382 billion yuan in the previous year, although this profit was largely due to non-cash gains from overseas debt restructuring [2] Business Operations - In the first half of 2025, property development contributed 53.14% of Ocean Group's revenue, generating 3.296 billion yuan, a 68% decrease from the same period in 2024 [3] - The company’s contracted sales amounted to approximately 13.37 billion yuan, a year-on-year decrease of 27.06%, with a total saleable floor area of about 849,000 square meters, down 44% [3] - The average selling price increased by approximately 41% to 18,900 yuan per square meter, driven by the opening of several projects in first-tier cities [3] Debt Restructuring - Ocean Group completed a significant overseas debt restructuring totaling approximately 6.315 billion USD, converting it into about 2.2 billion USD of new debt and approximately 4.115 billion USD of new convertible bonds and perpetual securities [7] - As of June 30, 2025, the total borrowings of Ocean Group were 66.997 billion yuan, a 31.89% decrease year-on-year, with a net gearing ratio of approximately 743% [8] - The company is currently negotiating a domestic debt restructuring plan involving 18.05 billion yuan, utilizing methods such as cash buybacks, asset pledges, and long-term extensions [9][10]

期内集团完成境外债务重组，贷款总额下降至人民币669.97亿元，权益总额上升至人民币82.27亿元。 格隆汇8月28日丨远洋集团(03377.HK)公告，截至2025年6月30日止六个月，营业额为人民币62.03亿 元，同比下降53%。期内集团积极推动业务转型，轻资产业务收入占比增加，其中物业管理及相关服务 和其他房地产相关业务的收入占比提升至45%。毛亏为人民币49.66亿元。公司拥有人应占溢利为人民 币102.02亿元，去年同期公司拥有人应占亏损为人民币53.82亿元。期内溢利主要是由于集团完成境外债 务重组录得的非现金收益所致。 ...

Group 1 - The core point of the article is that Ocean Group (03377) reported a significant decline in revenue for the first half of 2025, with total revenue at RMB 6.203 billion, representing a 53% year-on-year decrease [1] - The company achieved a profit attributable to shareholders of RMB 10.202 billion, marking a turnaround from a loss to profit compared to the previous year [1] - The profit during the period was primarily attributed to non-cash gains from the completion of overseas debt restructuring [1]

公告称，期内溢利主要是由于集团完成境外债务重组取得的非现金收益所致。 智通财经APP讯，远洋集团(03377)公布2025年中期业绩，营业额为人民币62.03亿元，同比下降53%。 公司拥有人应占溢利为人民币102.02亿元，同比扭亏为盈;每股基本盈利1.171元。 ...