债转股与资产盘活并进，房企债务重组按下加速键 金十数据5月14日讯，债券市场频传房企化债捷报，行业风险出清进程显著加速。5月13日晚间，融创中 国宣布其境外债务重组计划的聆讯将于2025年9月15日上午10时在香港高等法院举行。值得一提的是， 此前两日，旭辉控股正式启动68亿美元境外债重组表决程序，其债转股方案为债权人预留股权增值通 道；金科股份1470亿元司法重整案获法院裁定，成为行业最大规模重整样本。根据克而瑞数据，2025年 以来，融创中国、远洋集团等超59家出险房企披露化债进展，其中13家完成实质性重组，债转股、资产 抵债等模式批量涌现。 （北京商报） ...

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 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（「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 所 網站刊發日期為2025年5月9日的公告所載： 一、 ...

两大艺术展、摊玩市集、汉服大秀、热血赛事轮番上演，为市民游客带来别样假期体验。其中，"三拜 万物"首届艺术生活提案节以《芝麻街》形象为核心，汇聚国内外艺术家，通过雕塑、绘画、快闪店等 构建艺术空间；联动多家商户及国风文创主理人，打造疗愈市集，让游客在归元禅寺的禅意与远洋里的 时尚间，感受传统与现代交融的独特魅力。 今年4月27日，远洋里正式开业，毗邻皇家古刹归元禅寺，总体量17万方。此次开业的一期以'文化生 活'为主题，携手60余个生活方式及创新品牌，为城市提供丰富、多元的文化休闲及购物体验。 远洋里一期商业正对归元寺山门，规划有13栋单体建筑。产品打造将历史文脉与现代商业氛围相融合， 从建筑景观到品牌业态规划、店铺空间设计无不承袭荆楚文明的深厚历史底蕴。 据《湖北日报》消息，据汉阳区有关负责人介绍，"5天接待游客144.74万人次，较去年同期上涨7.9%， 实现旅游收入1.58亿元，较去年同期上涨4.6%。" 五一前夕，集文化、商业、艺术于一体的武汉远洋里 （一期）商业街区开街，立即成为全城焦点。 "五一"期间，远洋里人气爆棚。火门美式烤肉等品牌开业即火爆，门店排队长龙，产品提前售罄，销售 远超预期，释放区 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 重新提交 公司名稱： 遠洋集團控股有限公司 呈交日期： 2025年4月24日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | | 是 | | | | 證券代號 (如上市) | 03377 | 說明 | | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | | ...

Core Insights - The aging population in China is rapidly increasing, with projections indicating that by 2024, individuals aged 60 and above will reach 310.31 million, accounting for 22% of the total population. By 2035, this number is expected to exceed 400 million, surpassing 30% of the population [1] - Traditional family-based elderly care is becoming insufficient due to changing family structures, leading to a shift towards diversified elderly care models, including home, community, and institutional care [1] - Real estate companies have been exploring the elderly care sector for over a decade, with some exiting due to profitability pressures while others are finding new paths in the market [1] Industry Trends - The "He Yuan" community in Shunyi District, Beijing, represents a new model of elderly living, emphasizing social interaction and self-fulfillment rather than traditional nursing homes [3][4] - The community features various amenities such as libraries, fitness areas, and art studios, promoting an active lifestyle for the elderly [4][6] - The "He Yuan" community is part of a broader trend towards Continuous Living Retirement Communities (CLRC), which focus on enhancing the quality of life for seniors [4][7] Company Strategies - The "Chun Xuan Mao" brand, launched by the Far East Group in 2012, has developed multiple business models, including CLRCs and assisted living facilities, with over 11,000 operational beds [7][8] - The company emphasizes service quality over real estate development, opting for leasing suitable properties and making them age-friendly [8] - Profitability in the elderly care sector is challenging due to long investment recovery periods, but once occupancy rates stabilize, profitability becomes more reliable [8][10] Market Challenges - The elderly care industry faces common issues such as talent shortages and low market maturity, with a high turnover rate among frontline service staff [10][11] - The slow increase in occupancy rates and the prevalence of price wars among institutions highlight the need for improved service quality and consumer awareness [11] - The market is witnessing a consolidation of supply, with many developers exiting and a shift towards insurance companies and state-owned enterprises taking the lead [11] Future Opportunities - The industry is viewed as a "sunrise industry," with increasing interest from younger professionals and potential policy support for investment in elderly care [12] - There is a growing trend of core assets being repurposed for elderly care, with many local governments entering the market to meet public needs [12][15] - The company is focusing on light asset business models, offering consulting and management services to other projects, which allows for flexible revenue-sharing arrangements [13][15] Service Innovations - The company is developing online health management platforms that allow families to monitor their elderly relatives' health data in real-time [16] - Innovative care solutions, such as non-pharmaceutical approaches to dementia care, are being implemented to enhance the quality of life for seniors [16][17] - The shift in elderly care philosophy from mere survival to enjoyment and quality of life is becoming increasingly prominent, with a focus on personalized and high-quality services [17]

A股三大指数早盘集体上涨，截至午盘，沪指涨0.15%，深证成指涨0.87%，创业板指涨1.07%，北证50 指数涨1.11%。全市场半日成交额7331亿元，较上日同期缩量469亿元。全市场超3800只个股上涨。 盘面上，房地产板块早盘走高， 大龙地产3分钟内直线涨停 。电力板块延续活跃，华银电力封板。 光模块、铜缆高速连接等AI硬件方向亦表现强势，仕佳光子、致尚科技涨超10%。创新药板块早盘 局部调整，江苏吴中跌停。 港股方面，恒生指数和恒生科技指数均高开高走，截至午间收盘，恒指涨1.36%，恒生科技指数涨 1.87%，国企指数涨1.29%。地产股集体走高，金辉控股盘中最高涨超80%。 地产板块再度走强 大龙地产直线涨停 地产板块25日盘中再度走强。截至午间收盘，A股南国置业、世联行、渝开发、大龙地产纷纷涨停。 大 龙地产自9时56分起直线拉升，3分钟内封住涨停。 港股市场，金辉控股盘中一度涨超80%，截至发稿涨超43%。融信中国涨超17%，远洋集团涨超11%， 中梁控股、龙湖集团等跟涨。 | | 09993 金辉控股 | | | 3.230 | +0.980 | | --- | --- | --- | -- ...

Group 1 - The Hong Kong property stocks have shown strong performance, with notable increases in share prices for several companies [1] - Ronshine China (03301.HK) has risen by 15.38%, indicating significant investor interest [1] - Other companies such as Oceanwide Holdings (03377.HK), Agile Group (03383.HK), and R&F Properties (02777.HK) have also experienced substantial gains of 12.21%, 8.33%, and 7.34% respectively [1]

4月23日，远洋集团发布《2024年度可持续发展报告》，这也是连续第15年发布可持续发展报告。远洋 集团GRESB、CDP、Sustainalytics等多项ESG评级均保持内房企第一或最优评级。 报告以"责任担当 共享健康"为主题，系统呈现了在房地产行业充满挑战与变革的2024年，远洋集团积 极响应国家ESG政策要求，将环境、社会与治理（ESG）理念全面融入企业经营，推动可持续发展。 远洋集团积极响应国家"双碳"战略，作为行业内第一个提出"2050净零排放"目标的房企，在产品营造过 程中始终坚持"建筑·健康"理念，大力发展绿色建筑、健康建筑并持续推动碳减排。截至2024年底，远 洋绿色建筑占比已超过75%，累计注册面积超过 3，987 万㎡，其中，远洋北京CBD核心区Z6项目成为 中国第一个获"净零碳卓越级认证"的超高层写字楼，通过一系列绿色低碳措施的设计及应用，预计年度 整体节能率超20%。此外，《远洋健康建筑体系》已应用在全国 51 个城市、150 个项目，覆盖面积超 2，786 万㎡。 国家"十四五"规划纲要明确将儿童友好城市建设列入重大工程。作为城市服务者与建设者，远洋集团在 坚持产品绿色低碳的同时 ...

Financial Performance - The company's revenue for the year ended December 31, 2024, was RMB 23.641 billion, a decrease of approximately 49% compared to RMB 46.459 billion in 2023[21]. - The gross loss for 2024 was RMB 398 million, compared to a gross profit of RMB 1.183 billion in 2023, resulting in a gross loss margin of 2%[21]. - The net loss attributable to the company's owners was RMB 18.624 billion, a 12% improvement from RMB 21.097 billion in the previous year[10]. - The group’s total revenue for 2024 decreased by approximately 49% to RMB 23.64 billion, down from RMB 46.46 billion in 2023[38]. - The group recorded a gross loss of RMB 398 million in 2024, compared to a gross profit of RMB 1.18 billion in 2023, resulting in a gross loss margin of 2%[42]. - The group aims to improve its net debt-to-equity ratio by focusing on the delivery and collection of property development projects in 2025[51]. - The company reported a basic and diluted loss per share of RMB 2.445, a 12% improvement from RMB 2.770 in 2023[10]. Assets and Liabilities - The total assets decreased by 12% to RMB 181.405 billion from RMB 206.172 billion in 2023[10]. - The company's cash resources amounted to RMB 4.828 billion, down 4% from RMB 5.022 billion in 2023[10]. - The net debt ratio surged to 42,020%, an increase of 41,582 percentage points from 438% in 2023[10]. - The total loan amount due by December 31, 2024, is RMB 96.01 billion, with 66% maturing within one year[52]. - The total interest expense for 2024 decreased to RMB 5.30 billion, down from RMB 5.36 billion in 2023, with a weighted average interest rate declining from 5.63% to 5.39%[47]. - Cash resources totaled RMB 4.83 billion as of December 31, 2024, with a current ratio of 0.90, indicating liquidity challenges amid a slow recovery in the real estate market[51]. Real Estate Market and Development - The real estate market in China is expected to stabilize following a series of government policies aimed at promoting recovery, despite a 12.9% year-on-year decline in new residential sales area[22]. - The company has over 240 real estate projects at various stages of development, with land reserves totaling approximately 31 million square meters as of December 31, 2024[5]. - Property development remained the largest contributor, accounting for about 73% of total revenue in 2024[38]. - The average land cost for property development in 2024 was approximately RMB 6,300 per square meter, down from RMB 6,500 per square meter in 2023[41]. - The total area delivered for sale in 2024 was approximately 1,506,754 square meters, a 50% decrease from 2023[61]. - In 2024, residential properties (including villas) accounted for 93% of the group's total property development revenue, down from 92% in 2023[67]. Strategic Initiatives and Future Outlook - The company aims to focus on business transformation due to significant asset price declines and the need to address various risks in the real estate sector[22]. - In 2025, the company aims to enhance high-quality delivery and sustainable operations while actively exploring new business opportunities, including light-asset construction and urban renewal[31]. - The group plans to maintain construction scale in 2025 to ensure sufficient sales resources and deliverable floor area for future growth[77]. - The group aims to enhance investor confidence and loyalty through improved communication mechanisms with the capital market[115]. - The company is focused on expanding its market presence and exploring new investment opportunities[138]. Debt Restructuring and Financial Management - The company successfully completed an overseas debt restructuring process, reducing leverage by approximately $4 billion, which significantly improved its balance sheet and alleviated liquidity pressure[26]. - The total amount of existing offshore debt subject to restructuring is approximately $5.636 billion, which includes various existing offshore debt instruments[106]. - The restructuring involves the issuance of new debt totaling $2.2 billion, including new loans and new notes, to exchange for the release of existing debt obligations[106]. - The group is actively communicating with investors regarding the ongoing negotiations for a new repayment plan for domestic bonds totaling RMB 13.27 billion[109]. - The group has implemented a series of measures to stabilize operations and mitigate debt risks amid ongoing industry pressures[113]. Corporate Governance and Management - The board of directors includes 14 members, with three executive directors and several independent non-executive directors[171]. - The company maintains high corporate governance standards, as detailed in the corporate governance report section of the annual report[159]. - The management team has a diverse background in real estate and financial sectors, contributing to the company's strategic direction[138]. - The board is committed to enhancing corporate governance and strategic operations[137]. - The company emphasizes high standards in information disclosure to ensure timely and transparent communication with investors[114]. Social Responsibility and Sustainability - The company emphasizes environmental responsibility and aims for carbon neutrality by 2050, implementing various environmental policies and standards[152]. - The company is committed to supporting national policies for the sustainable development of the real estate market and improving living quality for families[154]. - The company has established the Ocean Sail Charity Foundation to support education and environmental initiatives, effectively integrating resources for charitable donations and collaborations[156]. - The company focuses on customer service and community building, promoting a healthy lifestyle and quality living standards[155]. - The company emphasizes sustainable development and social responsibility through partnerships with local suppliers and regular evaluations of strategic procurement suppliers[156].

当下，房地产行业正处于深度调整与变革期，传统的重资产开发模式面临诸多挑战，而以"轻资产、高 质量" 为核心的代建业务逐渐崭露头角。 近日，中国房地产业协会副会长王惠敏一行到远洋集团调研代建业务。王惠敏对远洋在轻资产项目服务 中展现的纾困项目风险化解能力、养老服务能力、全业态服务能力等表示赞赏和认可，肯定了远洋以健 康建筑体系赋能 "好房子" 建设，并希望远洋发挥主力军作用，积极参与行业标准编制、共享智慧经 验，为代建行业高质量发展建言献策、贡献更大力量。 分析指出，远洋集团的轻资产代建业务与国家当前的政策导向高度契合。在"保交楼 稳民生"的政策背 景下，远洋积极参与纾困项目，以专业的项目管理能力和风险化解能力，推动一些问题项目的顺利交 付，为稳定房地产市场、保障购房者权益做出了积极贡献。同时，随着城市更新行动的推进，远洋在旧 城改造和城市更新等领域的代建项目，通过拆除重建、存量盘活、社区焕新等多种方式，提升了城市的 品质和活力，也符合国家对于城市高质量发展的要求。 此外，远洋将自身的健康建筑体系融入代建项目，致力于为客户打造更健康、更舒适、更环保的居住和 商业空间，在满足人们对美好生活向往的同时，也推动了绿色 ...