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 盈利預告 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)條及香港法例第571章 《證券及期貨條例》第XIVA部項下內幕消息條文（定義見上市規則）而作出。 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，根據董事局對本集團截至二零二五年六月三十日止六個月（「本期間」）的最近期 未經審核綜合管理賬目 之初步審閱及董事局目前可獲得的資料，預期 本集團於本期間將 錄 得 本 公司 擁 有 人 應 佔溢 利 介 乎 約 人民 幣 95.00 億 元 至 人 民 幣110.00 億 元，而截 至 二 零 二 四 年 六 月 三 十 日 止 六 個 月 則 錄 得 本 公 司 擁 有 人 應 佔 虧 損 約 ...

Investment Rating - The report does not explicitly state an investment rating for the real estate industry in 2024 Core Insights - The average revenue of the top 30 listed real estate companies in China is projected to decline by approximately 13.83% in 2024, totaling around RMB 2.77 trillion [9] - The average gross margin for these companies is expected to decrease to about 14.42%, down by 1.86% from the previous year [13] - The average net profit margin is projected to be around -10.81%, reflecting a significant decline of 12.45% compared to the previous year [16] - The average return on equity is expected to drop to approximately -20.75%, a decrease of 16.44% from 2023 [59] Summary by Sections 1. Revenue Overview - The total revenue for the top 30 listed real estate companies in 2024 is estimated at RMB 2.77 trillion, a decline of 13.83% year-on-year [9] - Financial Street leads the revenue growth with an increase of 51.74%, reaching RMB 190.75 billion [8] - 20 companies experienced revenue declines, with Midea Real Estate facing the largest drop at 94.94% [9] 2. Gross Margin Overview - The average gross margin for the top 30 companies is projected to be 14.42%, down 1.86% from the previous year [13] - Midea Real Estate shows the highest increase in gross margin at approximately 24.21% [14] - 23 companies reported a decline in gross margin, with Jinhui experiencing the largest drop of 30.80% [13] 3. Net Profit Overview - The average net profit for the top 30 companies is expected to be a loss of RMB 11.65 billion, a decline of 62.09 billion from a profit of RMB 50.44 billion in 2023 [23] - China Resources leads in net profit with RMB 336.78 billion, although this represents a 9.72% decrease from the previous year [24] - Over 70% of companies reported a decline in net profit, with Vanke transitioning from a profit of RMB 204.56 billion to a loss of approximately RMB 487.04 billion [23] 4. Inventory Overview - The total inventory for the top 30 companies is projected to be approximately RMB 60.85 billion, a decrease of 13.58% year-on-year [33] - Only one company, Ruian, reported an increase in inventory, with a growth of 16.03% [33] - Midea Real Estate experienced the largest inventory decline at 99.11% [33] 5. Liquidity Ratios - The average current ratio for the top 30 companies is expected to be 152.86%, a slight increase of 0.15% from the previous year [42] - 16 companies reported a decline in their current ratios, with Xinda showing the largest drop of 39.17% [42] 6. Cash Short-term Debt Ratio - The average cash short-term debt ratio is projected to be 1.52, a decrease of 0.11 from the previous year [54] - Ocean Group has the lowest cash short-term debt ratio at 0.01, while Binhai has the highest at 5.53 [54] 7. Return on Equity Overview - The average return on equity is expected to be -20.75%, a decline of 16.44% from 2023 [59] - Only two companies, Jinmao and New Town, are expected to report positive returns on equity [59]

Group 1 - The Hong Kong real estate stocks saw an initial rise, with Midea Real Estate experiencing a notable increase of 15%, while other companies like Oceanwide Group, Sunac China, Longfor Group, Country Garden, and R&F Properties rose over 3% [1] - On August 18, Premier Li Qiang emphasized the need for strong measures to stabilize the real estate market and promote urban renewal, including the renovation of urban villages and dilapidated houses to release improvement demand [1] - Midea Real Estate announced a profit upgrade, expecting a profit attributable to shareholders from continuing operations to be between 250 million to 350 million yuan for the first half of 2025, compared to 140 million and 142 million yuan in the same period last year [1] Group 2 - Oceanwide Group's subsidiary, Beijing Oceanwide Holdings Group Co., Ltd., announced a domestic debt restructuring plan, with a creditor meeting scheduled from September 9 to September 12, involving 7 company bonds and 3 PPNs, totaling 18.05 billion yuan [1] - Country Garden announced that it is seeking strong support from creditors holding a significant amount of existing debt for its restructuring plan [1] - The stock performance of various real estate companies included Midea Real Estate at 5.120 yuan with an increase of 8.47%, Oceanwide Group at 0.121 yuan with a rise of 3.42%, and Longfor Group at 0.930 yuan with a gain of 3.33% [1]

增信保障措施调整。解除原18项增信资产（含商业、住宅项目收益权等）的担保措施全部解除。新担保机制：剩 余未用于重组选项的资产将按比例重新分配，为长期留债提供担保（需重新办理手续）。 发行人还给出了其他重组方案选项。一，现金购回方案，按债券面值的20%折价购回（即每张面值100元的债 券，购回价为20元）；总额上限8亿元，若申报金额超额，按比例分配。资金来源于出售部分原始增信资产（如 北京王府井H2、中山远洋繁花里等项目的收益权）。 股票经济收益权选项。远洋集团拟在中国香港向特殊目的主体增发不超过28亿股，标的债券持有人登记选择股票 经济收益权选项后，拟采用设立境内信托等合法有效形式，使得获配股票经济收益权选项的标的债券持有人间接 持有定增股票的经济收益权。定价方面，每100元面值债券=【远洋股票交易均价×汇率×5倍】对应股数；申报总 智通财经获取的文件显示，8月18日，远洋集团（03377.HK）旗下北京远洋控股集团有限公司发布境内债务重组 方案，并将于9月9日至9月12日召开债权人会议，重组包括7笔公司债和3笔PPN，本金额合计180.5亿元。 | 序号 | 代码 | 债券简称 | 债券名称 | 债券余额 ...

Core Viewpoint - ST Dongshi (603377.SH) has resolved the risk warning situation related to the non-operational fund occupation by its controlling shareholder, Dongfang Shishang Investment Co., Ltd. [1] Group 1 - The company was previously under risk warning due to the non-operational occupation of funds by its controlling shareholder and related parties, with the balance exceeding 5% of the latest audited net assets and amounting to over 10 million yuan [1] - The company has applied to the Shanghai Stock Exchange for the removal of the corresponding risk warning, pending approval from the exchange [1] - If the application is approved, the company’s stock may still be subject to other risk warnings [1]

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。 董事局會議召開日期 遠 洋 集 團 控 股 有 限 公 司（「本 公 司」）董 事 局（「董 事 局」）謹 此 宣 佈 本 公 司 將 於 二 零 二 五 年 八月二十八日（星期四）舉行董事局會議，藉以批准本公司及其附屬公司截至二零二五年 六月三十日止六個月的中期業績及其刊發，及處理其他事項。 承董事局命 遠洋集團控股有限公司 公司秘書 沈培英 香港，二零二五年八月十八日 於 本 公 告 日 期，董 事 局 包 括 執 行 董 事 李 明 先 生、王 洪 輝 先 生、崔 洪 杰 先 生 及 柴 娟 女 士； 非 執 行 董 事 張 忠 黨 先 生、于 志 強 先 生、孫 建 新 女 士 及 王 滿 玲 女 士；以 及 獨 立 非 執 行 董 事 韓小京先生、呂洪斌先生、劉景偉先生、蔣琪先生及陳國鋼先生。 ...

Group 1: Open Market Operations - The central bank conducted a 7-day reverse repurchase operation on August 15, with a fixed rate and quantity tendering, amounting to 238 billion yuan at an interest rate of 1.40%, with a net injection of 116 billion yuan for the day after considering the maturity of 122 billion yuan in reverse repos [1]. Group 2: Funding Conditions - The interbank market saw a tightening of funding conditions, with overnight repurchase weighted rates exceeding 1.4% in the morning, stabilizing around 1.40% in the afternoon. Non-bank institutions' overnight borrowing rates rose above 1.45% [3]. - The latest overnight financing rate in the U.S. was reported at 4.33% [3]. Group 3: Interbank Certificates of Deposit - The latest transaction rate for one-year interbank certificates of deposit in the secondary market was approximately 1.6425% [7]. Group 4: Bond Market Overview - The yields on major interbank bonds mostly increased, with specific rates for various maturities as follows: - 1Y government bond at 1.3600% - 2Y government bond at 1.3975% - 5Y government bond at 1.5825% - 10Y government bond at 1.7460% [9]. Group 5: Recent Trends in Local Government Bonds - The yield spreads for AAA-rated local government bonds across various maturities were analyzed, indicating trends in the bond market [11]. Group 6: National Economic Outlook - The National Bureau of Statistics indicated a stable economic foundation for China, with positive long-term growth prospects supported by macroeconomic policies and increased market demand. The IMF raised its growth forecast for China by 0.8 percentage points, reflecting growing international confidence in China's economic development [13]. Group 7: Real Estate Market Data - In July, the sales prices of commercial residential properties in 70 major cities showed a month-on-month decline, with first-tier cities experiencing a 0.2% decrease, a reduction in the decline compared to the previous month [13]. Group 8: Global Economic Indicators - The U.S. PPI rose to 3.3% year-on-year in July, the highest since February, exceeding expectations, which has impacted the Fed's interest rate outlook [16].

为做好相关债券后续偿付安排，保证公平信息披露，保护广大债券投资者的利益，经申请，北京远洋控 股集团有限公司(以下简称"本公司")存续的7支公司债券于2025年8月15日开市起停牌。本公司公司债券 各偿付日均设有30个交易日的宽限期，本公司将于宽限期内与投资人积极协商沟通，争取尽快达成一致 的风险化解方案。 停牌期间，本公司将按照有关法律法规、《关于为上市期间特定债券提供转让结算服务有关事项的通 知》等规定履行信息披露义务待有关事项确定后，本公司将及时公告并申请公司债券复牌。敬请广大投 资者关注投资风险。特此公告。 久期财经讯，8月14日，北京远洋控股集团有限公司(简称"北京远洋控股集团")发布关于公司债券临时 停牌公告。 ...

Group 1 - The company, Ocean Group (03377.HK), announced an agreement sales amount of approximately 1.37 billion RMB for July 2025, with a total floor area of about 107,400 square meters and an average sales price of approximately 12,800 RMB per square meter [1] - From January 1 to July 31, 2025, the cumulative agreement sales amount reached approximately 14.74 billion RMB, with a cumulative floor area of about 956,400 square meters and an average sales price of approximately 15,400 RMB per square meter [1]

1-7月，累计协议销售额约为人民币147.4亿元;累计协议销售楼面面积约为95.64万平方米;累计协议销售 均价为每平方米约人民币1.54万元。 远洋集团(03377)公布，公司连同其附属公司、合营公司及联营公司就2025年7月的协议销售额约为人民 币13.7亿元;协议销售楼面面积约为10.74万平方米;协议销售均价为每平方米约人民币1.28万元。 ...