远洋集团(03377)发布公告，公司连同其附属公司、合营公司及联营公司就2025年11月的协议销售额约 为人民币24.9亿元;协议销售楼面面积约为31.48万平方米;协议销售均价为每平方米约人民币7900元。 2025年1月1日到11月30日的累计协议销售额约为人民币237.9亿元;累计协议销售楼面面积约为195.9万平 方米;累计协议销售均价为每平方米约人民币12100元。 ...

Group 1 - The company, Ocean Group (03377.HK), announced a contract sales amount of approximately RMB 2.49 billion for November 2025, with a total floor area of about 314,800 square meters and an average sales price of approximately RMB 7,900 per square meter [1] - Cumulative contract sales from January 1 to November 30, 2025, reached approximately RMB 23.79 billion, covering a total floor area of about 1,959,000 square meters, with an average sales price of approximately RMB 12,100 per square meter [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。 承董事局命 遠洋集團控股有限公司 公司秘書 沈培英 香港，二零二五年十二月十日 未經審核營運數據 遠 洋 集 團 控 股 有 限 公 司（「本 公 司」）董 事 局（「董 事 局」）欣 然 宣 佈 本 公 司 及 其 附 屬 公 司 （「本集團」）就二零二五年十一月及截至二零二五年十一月三十日止十一個月的若干未經 審核營運數據如下： 協議銷售額 本公司連同其附屬公司、合 營公司及聯營公司就二零二五年十一月的 協議銷售額約為人 民 幣 24.9 億 元；協 議 銷 售 樓 面 面 積 約 為 314,800 平 方 米；協 議 銷 售 均 價 為 每 平 方 米 約 人 民幣7,900元。 二 零 二 五 年 一 月 一 日 到 十 一 月 三 十 日 的 累 計 協 議 銷 售 額 約 為 人 民 幣 237.9 億 元；累 計 協 議銷 售樓 面面 積約 ...

Group 1 - The Hong Kong stock market saw a collective surge in property stocks, with Vanke Enterprises rising by 17% [1] - Sunac China and Jin Hui Holdings both increased by over 11% [1] - Other notable gains included Agile Group, Shimao Group, and China Jinmao, which all rose by over 9%, while Country Garden increased by over 7% [1] - Oceanwide Holdings, R&F Properties, and CIFI Holdings all saw increases of over 6% [1]

Core Insights - The report by the China Index Academy highlights the top 10 real estate companies in Tianjin based on sales performance from January to November 2025, with TEDA Construction, China Vanke, and Ocean Group leading in sales area [1][2] Group 1: Company Performance - Ocean Group has been operating in Tianjin since 2004 and has consistently ranked in the top 10 for real estate transactions since 2009, maintaining a strong market share [1][2] - In 2025, Ocean Group continues to excel with projects like Future City and Bo Yu Hai ranking among the top ten in sales in Tianjin [1][2] - The company’s business scope in Tianjin includes residential development, office buildings, commercial complexes, and elder care services [1][2] Group 2: Awards and Recognition - The "Renewal and Future - 9th Tianjin Business Wind and Cloud Awards" ceremony took place in December, guided by the Tianjin Municipal Bureau of Commerce and hosted by Tianjin Jinyun New Media Group [1][2] - Ocean Group's shopping centers, Tianjin Ocean Le Di Port and Tianjin Eco-City Ocean Future Plaza, were recognized as "Business Wind and Cloud Projects" for 2025 [1][2]

Group 1 - The real estate sector in China is facing significant challenges, with major companies like China Overseas Grand Oceans Group and China Jinmao experiencing declines of 8.93% and 8.76% respectively [1] - Morgan Stanley indicates that the real estate sector remains a primary risk point, with ongoing declines in sales and investment, and the market has not achieved a "stop falling and stabilize" condition [1][2] - Vanke's application for domestic bond extension has severely impacted market sentiment, raising concerns about the tightening financing environment for private developers [1][2] Group 2 - Analysts are optimistic about Longfor Group, which is transitioning to a rental model and possesses a significant amount of unencumbered investment properties [1] - The recommendation for investors is to adopt a selective strategy in the Chinese credit market, favoring TMT companies with strong fundamentals and balance sheets, such as Alibaba and Weibo [1] - Despite narrowing spreads for state-owned enterprises, there is strong technical support for defensive stocks like China National Chemical Corporation [1]

Group 1 - The Hong Kong real estate stocks have seen a significant decline, with China Jinmao dropping nearly 9% and China Overseas Grand Oceans Group falling 8% [1] - Other notable declines include Zhongliang Holdings down over 5%, Greentown China down 4.77%, and several other companies like Longfor Group and Yuyuan Property down over 3% [1] - Morgan Stanley suggests a selective investment strategy, highlighting a clear risk differentiation in the Chinese credit market, with the TMT sector showing good quality while the real estate sector remains under severe pressure [1] Group 2 - The real estate market is not expected to stabilize until 2025, with ongoing declines in sales and investment [1] - Vanke's attempt to extend domestic bond maturities has led to significant drops in both offshore and onshore bond prices, raising concerns about the financing environment for private developers [1] - The effects of policy easing have been limited, and there remains substantial inventory pressure in the market [1]

Core Viewpoint - The "Tianjin Commercial Wind and Cloud Selection" awards ceremony recognized Tianjin's Ocean Group's commercial projects, Tianjin Ocean Letipark and Tianjin Eco-City Ocean Future Plaza, as "Commercial Wind and Cloud Projects" for 2025 [1][5]. Group 1: Project Upgrades and Trends - Both Tianjin Letipark and Tianjin Eco-City Future Plaza have undergone brand upgrades this year, aligning with current commercial trends focused on "first-store economy, experiential consumption, and scene innovation," thereby enhancing regional consumer vitality [3][7]. - Tianjin Letipark, located in the core business district of Tianjin Jinyin Avenue, leverages the "first-store economy" to introduce multiple regional and city-level first-time brands, covering areas such as fashion, creative dining, and cutting-edge technology experiences [3][7]. - The project features the region's first 20-meter VLED giant screen cinema (SFC Shangying Cinema), setting a new benchmark for high-end audiovisual experiences, and has introduced various first stores, including a large family sports park and a pet-friendly brand [3][7]. Group 2: Consumer Experience and Engagement - During the National Day holiday, Letipark showcased the first exhibition of the national IP "Wang Wang Mountain Little Monster" in Tianjin, creating emotional scenes to attract foot traffic and reinforcing the project's unique commercial appeal of "first-store + first-exhibition" [3][7]. - The upcoming launch of a new trend sports-themed street on the first floor aims to provide consumers with emotional value, enhancing the warmth of the commercial space [3][7]. Group 3: Future Plaza Features and Strategy - Tianjin Eco-City Future Plaza, positioned as a "one-stop lifestyle energy station," focuses on creating a consumer hub for families and young customers within a 10-kilometer radius [4][8]. - The project spans approximately 100,000 square meters and includes a 6,000-square-meter boutique supermarket, a nearly 4,000-square-meter giant cinema, a 1,500-square-meter indoor children's amusement center, and several trendy restaurants, significantly increasing the proportion of experiential formats [4][8]. - By breaking the "heavy retail, light experience" model, the plaza encourages consumers to transition from "shopping" to "enjoying life," thereby enhancing shopping center operational capabilities and brand value [4][8].

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11月30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: | 2025年12月2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 III.已發行股份及/或庫存股份變動詳情 (A). 股份期權（根據發行人的股份期權計劃） | 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 | | | | ...

Group 1: Beijing's 15th Five-Year Plan - Beijing's 15th Five-Year Plan emphasizes the improvement of the "market + guarantee" housing supply system and the establishment of a rental and purchase system, prioritizing land supply near transit stations [1] - The plan aims to enhance the supply of affordable housing, focusing on urban working groups and low-income families, while also increasing the effective supply of rental housing [1] - Initiatives include the development of high-quality housing, enhancing property services, and implementing a safety management system for the entire lifecycle of housing [1] Group 2: Changzhou's New Housing Policy - Changzhou's new policy mandates the definition of residential types for land sales, encourages improved architectural design, and promotes smart home features [2] - The policy increases the public housing loan limit by 500,000 yuan for high-quality residential purchases without a maximum cap, supporting citizens in upgrading their homes [2] Group 3: Beijing Land Auctions - China Overseas Land & Investment won a plot in Tongzhou District for 1.248 billion yuan, with a floor price of approximately 22,900 yuan per square meter and a premium rate of 0.97% [3] - Maoyuan Real Estate acquired a plot in Chaoyang District for 5.024 billion yuan, with a floor price of about 62,100 yuan per square meter and a premium rate of 18.21% [5] - Beijing Urban Construction secured a plot in Fangshan District for 1.471 billion yuan at the base price, with a floor price of approximately 18,100 yuan per square meter [5] Group 4: Other City Land Auctions - In Shanghai, nine plots were sold for a total of 17.333 billion yuan, with some plots sold at a premium [4] - Hangzhou sold five residential plots for approximately 6.794 billion yuan, with several plots sold at base prices [6] - Suzhou's two residential plots were sold at base prices for a total of 1.42 billion yuan [7] - Wuhan's twelve plots sold for about 3.97 billion yuan, with a significant portion being residential land [8] Group 5: Real Estate Market Trends - The top 100 real estate companies acquired land worth 847.8 billion yuan from January to November, marking a year-on-year increase of 14.1% [10] - China State Construction Engineering issued the first commercial real estate ABS in China, with a scale of 1.246 billion yuan [11] - Ocean Group's debt restructuring plan for seven domestic bonds totaling 13.05 billion yuan was approved [11] - Vanke plans to hold a meeting to discuss the extension of a 2 billion yuan medium-term note [11]