Group 1 - The core viewpoint of the article highlights a collective rise in Hong Kong property stocks, driven by recent policy adjustments that are expected to enhance market activity [1] - Key property stocks such as Agile Group, Shimao Group, and Ronshine China saw increases of 9%, while Greentown China rose nearly 8% and China Jinmao increased by 6.5% [2] - The latest report from CICC indicates that the Ministry of Finance announced a new policy on the value-added tax for personal housing sales, and Beijing adjusted its purchase and loan restrictions, which are seen as positive developments for the market [1] Group 2 - Despite the recent policy improvements, the fundamental trends in the real estate market remain weak, necessitating ongoing observation of the interaction between policy and market fundamentals [1] - CICC suggests a cautious approach towards the real estate development sector in the short to medium term, while prioritizing investment in core assets within the commercial real estate sector that offer absolute returns [1] - If policy measures exceed expectations, there may be a more positive outlook for the real estate development sector, particularly for companies with high profit certainty and strong operational trends [1]

a 1177 RE FE GRAND le CANAL PLACE 门 0 ERC SINO-Q 1 (g (4 fin ff 11 IF 活动上，远洋集团副总裁马天一表示，大运河是流动的文化遗产、贯通南北的经济动脉，更是城市发展的重要脉络。远洋有幸参与运河沿岸的建设与运营， 既深感荣耀，也深知责任重大。作为大体量的城市综合体，乐堤港不止于商业、更是与城市共生的活力枢轴。远洋将充分发挥资管商管专业能力，扎实运 营，为区域消费升级与美好生活体验持续助力。 值得关注的是，今年内，远洋乐堤港品牌经历了焕新，持续优化消费供给。据悉，好特卖超级仓等区域首店、品牌入驻该项目，丰富了北京城市副中心的消 费选择。另外，项目内体验焕新。今年，远洋乐堤港全年举办近百场主题活动，逐步构建一个富有温度与参与感的"邻里生活场"，持续提升顾客黏性与归属 感。 另外，活动现场，"远洋之帆小公民成长实践基地"的正式揭牌。未来，远洋将合作首都电影院等品牌，在项目内举办更加多元的儿童体验活动。 北京商报讯（记者 王维祎）12月31日，远洋乐堤港"星光点亮·运河向新"跨年活动暨"光合场"启幕仪式正式举行。这是远洋商业以专业资管商管能力，深度 参与 ...

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。 有關截至二零二四年十二月三十一日止年度之年報 所載持續經營之不發表意見之最新信息 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」）作出， 就本公司於二零二五年四月二十三日刊發之截至二零二四年十二月三十一日止年度之年 度報告（「二零二四年年報」）所載有關僅針對持續經營問題之不發表意見（「不發表意見」） 提 供最 新信 息。除 文義 另有 所 指外，本 公告 所 用詞 彙與 二 零二 四年 年 報所 界定 者 具有 相 同涵義。 此外，本集團一直致力於實 行詳情載於本公司於二零二五年九月十二 日刊發之截至二零 二五年六月三十日止六個月的中期報告（「二零二五年中報」）第5 6至5 7頁的計劃及措施， 包括(i)積極與其他現有貸方討論續展本集團的若干借款及╱或在本集團成功完成物業開 發 項 目 並 從 中 產 生 足 夠 現 金 流 之 ...

格隆汇12月31日丨ST东时(603377.SH)公布，第五届董事会第三十六次会议，审议通过《关于终止公司 可转换债券部分募投项目的议案》，结合公司目前业务发展的需求，公司拟终止公开发行可转换债券募 集资金投资项目"云南东方时尚新能源车购置项目"和"湖北东方时尚新能源车购置项目"，本事项尚需提 交公司股东会和债券持有人会议审议通过后方可实施。 ...

经历二十余年高速发展后，我国房地产行业的发展动能正在深度重构。 日前，全国住房城乡建设工作会议在京召开，"高质量开展城市更新"被列为2026年首要工作任务。在业 内分析人士看来，随着行业从增量扩张转向存量提质，城市更新已不仅仅是政策热词，更是房企寻找第 二增长曲线的关键路径。 当行业发展动能转换，房企如何应对这一大趋势？ 近日，远洋集团管理层表示，中国的建筑"老龄化"正在到来，随着行业进入存量提质新阶段，原有地产 开发的大逻辑需要重构，房企需具备"躬身入局"的定力，以专业能力投入到城市更新的"深水区"。 从追规模到做改造 从2021年至今，房地产行业经历了长达四年的风险出清与产能重构。随着新房增量规模见顶，曾经依赖 高杠杆推动规模扩张的旧模式已然失效，传统的地产开发商正站在发展的"十字路口"：一部分企业在周 期中隐退，而另一部分则试图在存量资产中挖掘新的价值。 "中国房地产未来的机会属于那些能够在存量中找增量，在旧壳子里做新文章的企业。"远洋管理层认 为。 然而，城市更新并非一条坦途。与一张白纸的新建项目不同，城市更新项目往往伴随着复杂的债权债 务、陈旧的物理结构或历史遗留问题。远洋管理层打比方称："这类似于 ...

12月30日，在房地产行业深度调整背景下，企业转型的方向逐渐清晰起来。随着增量开发空间持续压 缩，城市更新正成为少数仍具确定性的发力方向之一。 政策层面持续释放积极信号。今年以来，中央多次强调城市更新的重要性。12月相关会议进一步提出， 要深入实施城市更新行动，将其与消除安全隐患、稳楼市等工作结合起来，城市更新被定位为推动房地 产高质量发展的一项核心抓手。 不过，政策确定性并不意味着普遍机会。 当城市更新从探索期进入实操期，一个现实问题摆在房企面前——这是否是一条所有企业都能走通的赛 道？近期亮相的北京远洋安贞广场，成为观察房企如何在这一轮行业变局中构建新竞争力的一个切片。 从"重开发"到"重运营" 北京远洋安贞广场前身为安贞华联商厦，始建于90年代，如今被改造为融合企业总部办公与复合商业功 能的综合体，即将投入使用。 据悉，远洋接手项目后历时数年对其进行了大刀阔斧的改造，完成了从结构到空间、从定位到功能的系 统性重塑。 城市更新项目普遍具有投资回报周期长的特点，对房企的资金实力与运营能力形成巨大考验，如何平衡 短期投入与长期回报，是参与者必须面对的课题。 记者在采访中了解到，安贞广场项目并未依赖自有资金投入 ...

Core Viewpoint - The Vision Place project, developed by Ocean Group, is positioned as China's first "net-zero carbon excellence" super high-rise office building, emphasizing a philosophy of "green, health, sharing, and innovation" [1][2][3] Group 1: Project Overview - Vision Place is located in the core area of Beijing's CBD, standing at approximately 160 meters tall with a total building area of about 180,000 square meters, featuring 33 floors above ground and 5 underground [1] - The project is designed by the renowned Foster + Partners in collaboration with the Beijing Architectural Design and Research Institute [1] - It includes six shared atriums, significantly more than typical office buildings, and features outdoor terraces connected to indoor greenery, creating a natural environment for social interactions [1][2] Group 2: Design and Sustainability Features - Approximately 12% of the building's area is dedicated to diverse shared spaces, exceeding industry standards and fostering collaboration among tenants [2] - Vision Place has achieved the first "net-zero carbon excellence" certification for a super high-rise in China, with a comprehensive carbon management system covering all stages from planning to operation [2] - The building incorporates advanced systems for energy efficiency, including smart building controls and renewable energy integration, aimed at reducing carbon emissions and operational costs [2] Group 3: Strategic Importance - Vision Place is positioned as a key element in Beijing CBD's transformation into a leading global business district, contributing to a sustainable urban environment [3] - The project reflects Ocean Group's commitment to revitalizing urban spaces and enhancing the city's skyline through innovative asset management and operations [3]

Core Viewpoint - The Chinese real estate industry is undergoing a significant transformation from rapid expansion to quality improvement, with urban renewal becoming a key strategy for companies seeking new growth opportunities [1][3]. Group 1: Industry Trends - The national housing and urban construction meeting emphasized "high-quality urban renewal" as a primary task for 2026, indicating a shift in focus from new construction to enhancing existing urban areas [1]. - The real estate sector has faced four years of risk clearance and capacity restructuring since 2021, leading to a peak in new housing supply and the obsolescence of previous high-leverage expansion models [3]. - Companies are now at a crossroads, with some exiting the market while others seek to extract new value from existing assets [3]. Group 2: Company Strategy - Ocean Group's management highlighted the need for a paradigm shift in real estate development logic, advocating for a deep engagement in urban renewal projects [1][3]. - The company has identified two main avenues: self-initiated residential updates and revitalizing existing urban real estate [3]. - Ocean Group has signed a cooperation agreement with the government of Karamay City to provide comprehensive support for the renovation of old neighborhoods and public facilities [3]. Group 3: Project Implementation - Ocean Group has successfully launched 17 urban renewal projects in the past two years, including notable developments like the Beijing Anzhen Plaza [4]. - The company has developed a unique capability to navigate complex urban renewal challenges, distinguishing itself from traditional developers [4]. - The Anzhen Plaza project is led by a fund managed by Ocean Capital, addressing financial challenges, while engineering and operational aspects are handled by other divisions within the company [5]. Group 4: Operational Challenges - Urban renewal projects face significant challenges, including high funding costs, complex renovation difficulties, and lengthy leasing cycles [5]. - Ocean Group's approach integrates funding, engineering, and operational management to create a closed-loop solution for urban renewal [5]. - The renovation of the Anzhen Plaza involved significant structural changes to improve natural lighting and overall building functionality, reflecting a shift in development logic towards ecological health [6]. Group 5: Market Positioning - Ocean Group emphasizes the importance of aligning project design and functionality with market demands and future office needs to attract core clients [6]. - The company believes that urban renewal should not be solely measured by short-term economic returns, advocating for a focus on product quality and operational essence [7].

Core Viewpoint - The rebranding and renovation of the former Anzhen Hualian Shopping Mall into the Yuan Yang Anzhen Plaza represents a significant transformation, revitalizing a historical site into a modern "green oxygen" complex that meets contemporary urban needs [2][4]. Group 1: Project Overview - Yuan Yang Anzhen Plaza is located at the intersection of Beijing's central axis and the North Third Ring Road, officially unveiled on December 24 [1]. - The project has been redefined and activated by Yuan Yang Group, transitioning from a traditional department store to a mixed-use complex that integrates corporate offices and commercial functions [2]. Group 2: Design and Renovation - The renovation emphasizes a "green and low-carbon" approach, creating a rare "green oxygen" complex in Beijing, addressing the lack of high-quality ecological commercial office spaces in the area [3]. - Significant structural changes were made, including the removal of multiple columns on floors 1 to 5 to create a 26.5-meter high atrium, enhancing natural light and improving the overall spatial experience [3]. Group 3: Market Context and Strategic Positioning - The project aligns with the "14th Five-Year Plan" where over 200 million square meters of commercial properties over 30 years old in first-tier cities will need revitalization, highlighting the importance of asset value reconstruction [4]. - Yuan Yang Group has successfully identified market trends and differentiated product advantages, positioning the plaza as a premium standalone office space for medium to large enterprises [2][4]. Group 4: Future Outlook - The transformation of Yuan Yang Anzhen Plaza is seen as a model for urban renewal in Beijing, with expectations for more historical landmarks to be revitalized under Yuan Yang's management, contributing to sustainable urban development [5].

格隆汇12月24日丨ST东时（维权）(603377.SH)公布，公司董事会于近日收到公司非独立董事温子健先 生的书面辞职报告，因公司治理结构调整，温子健先生申请辞去公司第五届董事会非独立董事职务，其 辞职报告自送达公司董事会之日起生效。除辞任非独立董事职务外，温子健先生在公司担任的其他职务 不变。 公司于2025年12月24日召开了职工代表大会，选举温子健先生为公司第五届董事会职工代表董事，任期 与公司第五届董事会任期一致。 ...