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。 智通财经APP讯，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。 ...

2025年1月1日到7月31日的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956,400平 方米；累计协议销售均价为每平方米约人民币15,400元。 格隆汇8月14日丨远洋集团(03377.HK)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107,400平方米；协议销售均价为每平方米约人 民币12,800元。 ...

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。 遠洋集團控股有限公司 公司秘書 沈培英 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」）就二零二五年七月及截至二零二五年七月三十一日止七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七月的協 議銷售額約為人民 幣 13.7 億 元；協 議 銷 售 樓 面 面 積 約 為 107,400 平 方 米；協 議 銷 售 均 價 為 每 平 方 米 約 人 民 幣12,800元。 二 零 二 五 年 一 月 一 日 到 七 月 三 十 一 日 的 累 計 協 議 銷 售 額 約 為 人 民 幣 147.4 億 元；累 計 協 議 銷 售 樓 面 面 積 約 為 956,400 平 方 米；累 ...

停牌期間，遠洋控股將按照有關法律法規、《關於為上市期間特定債券提供轉讓結算服務 有關事項的通知》等規定履行信息披露義務，待有關事項確定後，遠洋控股將及時公告並 申請公司債券復牌。 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。 茲提述本公司日期分別為2025年5月9日、2025年5月3 0日、2025年6月1 2日、2025年6 月 1 9 日、2025 年 7 月 1 0 日、2025 年 7 月 1 8 日、2025 年 7 月 2 8 日 及 2025 年 8 ...

Core Viewpoint - The company aims to complete its debt restructuring and ensure the delivery of properties within the year, with the domestic debt restructuring being the final challenge before it can pursue a new strategic direction [1][2]. Debt Restructuring - In early August, the company announced a framework for domestic debt restructuring, which includes options such as cash buyback, stock economic rights, asset debt settlement, and long-term debt retention [2][4]. - The formal restructuring plan is expected to be announced around August 15, with a bondholder meeting scheduled for September to vote on the proposal, aiming for completion by the end of the year [2][6]. - The company has faced liquidity issues since the second half of 2022, leading to a cautious approach in formulating the domestic debt restructuring plan, balancing its repayment capabilities with investor acceptance [6][14]. Business Strategy - The company has adopted a "light and heavy combination" strategy, focusing on heavy asset development while also shifting part of its focus to light asset businesses such as construction and operation [8][10]. - By 2025, the light asset business is expected to become one of the company's main operations, aiming to rank among the top 10 in the construction industry [10]. Asset Disposal - Since late 2022, the company has engaged in significant asset disposal to raise funds and avoid defaults, selling stakes in various properties for over 10 billion yuan [13][14]. - As of the end of 2024, the company had interest-bearing liabilities of 96 billion yuan, with two-thirds being short-term debt, indicating a critical need for debt reduction [14]. Future Outlook - If the domestic debt restructuring proceeds smoothly, the company anticipates completing its debt resolution by 2026, positioning itself as one of the first real estate firms to recover [14]. - The company sees potential for growth in the light asset sector, leveraging its diverse operations and support from major insurance companies for funding and asset management [14][15].

| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 03990 | 美的置业 | 4.770 | 13.03% | | 03900 | 绿城中国 | 11.160 | 4.40% | | 01918 | 融创中国 | 1.530 | 3.38% | | 03377 | 远洋集团 | 0.110 | 3.77% | | 02777 | 富力地产 | 0.870 | 3.57% | | 01030 | 新城发展 | 2.760 | 3.76% | | 03380 | 龙光集团 | 0.920 | 3.37% | | 09993 | 金辉控股 | 2.900 | 3.20% | | 01109 | 华润置地 | 32.640 | 2.64% | | 00688 | 中国海外发展 | 14.470 | 2.70% | | 02772 | 中梁控股 | 0.083 | 2.47% | | 02202 | 万科企业 | 5.210 | 2.36% | | 00081 | 中国海外宏洋集 | 2.270 | 2.25% | | 03383 | 雅居乐集团 | 0.47 ...

Core Viewpoint - After facing a liquidity crisis, the company is actively seeking survival through its construction management business, which is seen as a key development direction to capitalize on the growing demand for asset disposal in the real estate sector [2][3]. Group 1: Company Financial Performance - The company has reported significant losses over the past few years, with a net loss of 159.3 billion yuan in 2022, marking its first loss since going public [6]. - In 2023, the losses expanded to 210.97 billion yuan, and in 2024, the loss attributable to shareholders reached 186.24 billion yuan, totaling over 550 billion yuan in cumulative losses over three years [6]. - As of December 31, 2024, the company's total debt amounted to 960.14 billion yuan, with 66% of this debt due within one year [7]. Group 2: Business Strategy and Market Position - The company has shifted its focus to construction management, with 33 new projects signed in the first half of 2025, covering an area of 5.62 million square meters, ranking eighth in the new contract scale among construction management firms [3]. - Approximately 70% of the company's construction management projects are residential, many of which are commissioned by financial institutions to revitalize distressed projects [3]. - The company is actively pursuing distressed asset projects in cities like Kunming, Chengdu, and Xi'an, viewing the distressed asset sector as a promising area for growth in the next two to three years [3]. Group 3: Industry Competition and Challenges - The construction management sector is becoming increasingly competitive, with a decline in the concentration of new contracts among leading firms as more companies enter the market [3]. - The management fee rates for construction projects have decreased, with 81.7% of projects having management fees between 1% and 3%, and 50.5% of projects falling between 1% and 2%, indicating a tightening profit margin for construction management firms [4]. - The leading construction management firm, Greentown Management, reported a decline in gross profit margin to 49.6% in 2024, down 2.6% from 2023, reflecting the industry's challenges [4]. Group 4: Debt Restructuring Efforts - The company has initiated a debt restructuring plan involving 7 company bonds and 3 interbank debts, totaling 18.05 billion yuan, with options including cash buybacks and asset swaps [8]. - The restructuring plan aims to cover over 60% of total debt through cash buybacks and asset swaps, with specific proposals for residential and commercial project revenues [8]. - The company has also reached an agreement on its offshore debt restructuring, converting approximately 6.315 billion USD of debt into new debt and convertible securities [9].

经济观察报 记者 田国宝 8月初，远洋集团控股有限公司（下称"远洋"，03377.HK）公布了境内债重组框架方案，包含现金回 购、股票经济收益权、资产抵债和长期留债四种选项，覆盖境内存续公司债及银行间定向债务融资工 具。 远洋方面透露，正式的重组方案预计于8月15日前后公布，9月召开债券持有人会议对方案进行投票，力 争年内完成境内债重组。2025年3月，远洋的境外债重组方案已获持有人投票通过。 2022年下半年，远洋出现流动性困难。2023年下半年，远洋管理层确定了"轻重结合"的发展策略，即以 重资产开发为主业，辅以轻资产业务。2025年，远洋将轻资产业务提升为主业之一。 一位远洋人士向经济观察报表示，远洋的保交楼任务预计在年内可以完成，境外债重组方案已经生效， 境内债重组是最后一道难关了。希望在完成化债和保交楼任务后，轻装上阵，尽快按照新战略方向重 生。 优先化债 8月8日，国信证券发布关于北京远洋控股集团有限公司（下称"北京远洋"）境内债券重大事项的临时受 托管理事务报告，称远洋公布的重组框架方案为初步方案，尚未最终确定，将通过债券持有人会议推进 标的债券重组。 北京远洋为远洋境内债的发行主体，国信证券为 ...

al F 出 前 · 行 · 的 · 力 · 量 片 那 日 E 注 2025年1-7月 深圳市典型房企销 | # 3 | | 销售额(亿元) | | --- | --- | --- | | 1 | 鸿荣源 | 142.6 | | 2 | 招商蛇口 | 89.2 | | 3 | 深业集团 | 59.0 | | 4 | 杜母炮产 | 58.4 | | 5 | 深铁置业 | 58.1 | | 6 | 本润量地 | 56.9 | | 7 | 中建壹品 | 52.1 | | 8 | 远洋集团 | 49.7 | | 9 | 中洲控股 | 44.3 | | 10 | 深投控 | 43.1 | | II | 金地集团 | 42.7 | | 12 | 信义地产 | 38.2 | | 13 | 宏发集团 | 37.8 | | 14 | 前海控股 | 34.7 | | --- | --- | --- | | 15 | 桑泰地产 | 30.9 | | 16 | 金地新沙 | 30.7 | | 17 | 万科地产 | 29.9 | | 18 | 卓越集团 | 28.0 | | 19 | 华侨城 | 27.8 | | 20 | 润恒集 ...

Core Insights - The construction agency business is becoming a crucial direction for real estate companies as they transition in a challenging market environment [1][2] - The competitive landscape in the construction agency sector is evolving, with a notable increase in new signed contracts and a shift towards professional capabilities over capital expansion [1][3] Group 1: Industry Trends - According to recent data from CRIC, the top 20 construction agency firms signed contracts for a total of 10,983 million square meters in the first half of 2025, representing a year-on-year increase of 28% [1] - The decline of land dividends and the failure of high-leverage models are prompting real estate firms to focus on "professional capability monetization" as a means to restructure their value chains [1] Group 2: Company Strategies - Ocean Group's construction agency brand, Ocean Construction Management, has emerged as a new player, expanding its area by 562 million square meters in the first half of this year, ranking eighth in the industry [1] - Ocean Group adopts a fully integrated development model for its construction agency business, emphasizing the importance of both heavy asset development and rapid expansion of agency services [2] Group 3: Competitive Landscape - The competitive landscape is characterized by a decrease in the concentration of new signed contracts among leading firms, with mid-tier and smaller firms accelerating project expansion [3] - Over 50% of construction agency projects have management fees ranging from 1% to 2%, with some reaching up to 3%, compared to previous highs of 5% [3] Group 4: Differentiation Strategies - Ocean Group is pursuing a differentiated competition strategy by diversifying its business and revitalizing non-performing assets, with urban renewal projects being a key focus [3][4] - The company has established deep cooperation with asset management companies (AMCs) to acquire distressed assets at discounted prices, enhancing value through professional management [4] Group 5: Future Development Paths - Ocean Group has identified three main paths for sustainable growth: establishing "bases" in selected cities, conducting "guerrilla warfare" to fill market gaps, and focusing on targeted project management [5][6] - The company aims to maintain steady growth in its construction agency business without setting unrealistic targets, emphasizing the importance of executing each project effectively [7]