Core Insights - The real estate market in September showed signs of stabilization and recovery, driven primarily by the demand for improved housing options [1][9] - A total of 24 real estate companies reported sales data, with 15 companies, accounting for 62.5%, experiencing a month-on-month increase in sales [1] - Differentiated pricing strategies have played a crucial role, with smaller units attracting buyers through competitive pricing, while improved housing options achieved premium pricing [1][9] Sales Performance - Among the 24 companies, Poly Developments and China Overseas Development led with sales exceeding 200 billion yuan in September, at 205.31 billion yuan and 201.73 billion yuan respectively [3] - Other notable companies include China Resources Land and China Merchants Shekou, with sales of 176 billion yuan and 166.98 billion yuan [3] - The sales growth for Poly Developments and China Overseas has been consistent, with both companies reporting month-on-month increases for three consecutive months [3] Market Dynamics - Different tiers of companies are experiencing varied recovery rates, with top-tier firms benefiting from scale advantages and mid-tier firms leveraging popular projects to boost sales [3][4] - Companies like R&F Properties saw a significant month-on-month increase of 132.31% in September due to a low sales base in August [4] - The overall market recovery is supported by strong land acquisition strategies focused on first- and second-tier cities, with a reported 13% year-on-year increase in land sales revenue across 300 cities [5] Land Acquisition Trends - Real estate companies are increasingly concentrating their land acquisitions in core cities, with top 20 cities accounting for 61% of the total land sales revenue [5] - China Resources Land acquired 18 new projects in the first half of 2025, with a total investment of 32.28 billion yuan, primarily in first- and second-tier cities [5] - The supply of quality land has increased, providing more options for developers, as seen in Beijing's recent addition of 22 new real estate projects [6] Product Quality and Market Appeal - The introduction of high-quality housing standards has enhanced market attractiveness, with improved housing options meeting the needs of buyers [7] - Recent policy adjustments in major cities have further stimulated demand, allowing for greater flexibility in purchasing [7] - The sales of improved housing options have surged, with a notable increase in the proportion of larger units sold in major cities [8][9]

2025年1—9月，雅居乐连同集团合营公司及联营公司以及雅居乐项目的预售金额合计为约人民币67.3亿 元，对应建筑面积为约73.3万平方米，平均价为每平方米人民币9183元。 2025年9月，雅居乐实现预售金额合计为约人民币4.6亿元，对应建筑面积为约5.6万平方米，平均价为每 平方米人民币8241元。 央广网北京10月12日消息（记者门庭婷）10月10日，雅居乐集团发布2025年9月未经审核营运数据。 ...

Core Viewpoint - Aoyuan disclosed its unaudited operating report for September, indicating a total pre-sale amount of approximately 460 million yuan, reflecting ongoing activity in the real estate market [1] Group 1: Financial Performance - In September, Aoyuan and its subsidiaries, along with joint ventures and associates, reported a total pre-sale amount of about 460 million yuan [1] - The total pre-sale corresponds to a construction area of 56,000 square meters [1] - The average price per square meter for the pre-sold properties was approximately 8,241 yuan [1]

Core Viewpoint - Agile Group announced a pre-sale amount of approximately RMB 460 million for September 2025, corresponding to a construction area of about 56,000 square meters, with an average price of RMB 8,241 per square meter [1] Summary by Relevant Sections - **Pre-sale Amount and Area for September 2025** - The total pre-sale amount is approximately RMB 460 million - The corresponding construction area is about 56,000 square meters - The average price per square meter is RMB 8,241 [1] - **Pre-sale Performance for the Nine Months Ending September 30, 2025** - The total pre-sale amount for the nine months is approximately RMB 6.73 billion - The corresponding construction area is about 733,000 square meters - The average price per square meter is RMB 9,183 [1]

Core Viewpoint - Agile Group (03383) reported a significant decline in pre-sale amounts for its real estate projects, indicating potential challenges in the market [1] Summary by Categories Pre-sale Performance - The total pre-sale amount for Agile Group and its subsidiaries, joint ventures, and projects managed under the "Agile" brand is approximately RMB 460 million for September 2025, corresponding to a construction area of about 56,000 square meters, with an average price of RMB 8,241 per square meter [1] - For the nine months ending September 30, 2025, the total pre-sale amount is approximately RMB 6.73 billion, representing a year-on-year decrease of 44.66%, with a corresponding construction area of about 733,000 square meters and an average price of RMB 9,183 per square meter [1]

Core Viewpoint - Agile Group (03383) reported a significant decrease in pre-sale amounts for its real estate projects, indicating potential challenges in the market [1] Summary by Categories Pre-sale Performance - The total pre-sale amount for Agile Group and its subsidiaries, joint ventures, and projects managed under the "Agile" brand is approximately RMB 460 million, corresponding to a construction area of about 56,000 square meters, with an average price of RMB 8,241 per square meter as of September 2025 [1] - For the nine months ending September 30, 2025, the total pre-sale amount was approximately RMB 6.73 billion, representing a year-on-year decrease of 44.66%, with a corresponding construction area of about 733,000 square meters and an average price of RMB 9,183 per square meter [1]

截至2025年9月30日止九个月，集团连同集团合营公司及联营公司以及雅居乐项目的预售金额合计为约 人民币67.3亿元而对应建筑面积为约73.3万平方米；平均价为每平方米人民币9,183元。 格隆汇10月10日丨雅居乐集团(03383.HK)发布公告，集团连同集团合营公司及联营公司以及由集团管理 并以"雅居乐"品牌销售的房地产项目("雅居乐项目")于2025年9月的预售金额合计为约人民币4.6亿元而 对应建筑面积为约5.6万平方米；平均价为每平方米人民币8,241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，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 上述數據或會變更並可能與本集團按年度及半年度刊發的經審核及未經審核綜合財務 報表所呈現的數字存有差異。據此，有關數據僅供投資者參考而不作其他目的。投資 者在買賣本公司證券時務須小心謹慎，不可依賴前述已披露信息。投資者如有任何疑 問應向專業人仕或財務顧問徵求意見。 承董事會命 雅居樂集團控股有限公司 公司秘書 高梓燊 香港，2025年10月10日 於本公告日期，董事會由八名成員組成：即陳卓林先生 *( 主席兼總裁 ) 、岳元女士 * 、 陳卓雄先生 ** 、陳卓喜先生 ** 、陳卓南先生 ** 、鄺志強先生 # 、許照中先生 # 及彭說龍 博士 # 。 雅居樂集團控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：3383） 2025 年 9 月 未經審核營運數據 雅居樂集團控股有限公司（「本公司」）董事會（「董事會」）僅此公佈，本公司及 其附屬公司（「本集團」）連同本集團合營公司及聯營公司以及由 ...

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9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: 雅居樂集團控股有限公司 呈交日期: 2025年10月2日 I. 法定/註冊股本變動 | 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) | 03383 | 說明 | 不適用 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 ...

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，概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 雅居樂集團控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：3383） 公告 關於解決無法表示意見的落實計劃及 措施之最新情況 茲提述雅居樂集團控股有限公司（「本公司」，連同其附屬公司，統稱「本集團」）日期 為2025年6月30日及2025年8月4日的公告（「該等公告」）。除另有界定者外，本公告 所用詞彙與該等公告所界定者具有相同涵義。 – 2 – (ii) 本集團與金融機構就延長借款到期日之持續磋商繼續取得進展。自2025年4 月29日至本公告日期期間，本集團已成功與多家金融機構達成初步協議， 並獲批本金總額約人民幣14.92億元之借款還款期延長。其餘融資磋商現正 積極進行。 (iii) 本集團就高風險應收款項之監察及回收措施持續取得積極成效。透過實施 實時監控、每週檢討及針對性激勵計劃，本集團顯著提升問責性與回收 率。自上次更新以來，本集團回收工作步伐已加快。自2025年4月29日至本 公 ...