Core Viewpoint - Agile Group (03383) reported a significant decline in pre-sale amounts for its real estate projects, indicating potential challenges in the market and company performance [1] Group 1: Pre-sale Amounts - The total pre-sale amount for Agile Group and its subsidiaries, joint ventures, and projects managed under the "Agile" brand is approximately RMB 490 million for December 2025, representing a year-on-year decrease of 34.67% [1] - The corresponding construction area for the pre-sales is about 52,000 square meters, with an average price of RMB 9,401 per square meter [1] Group 2: Annual Pre-sale Performance - For the 12 months ending December 31, 2025, the total pre-sale amount for the group, including joint ventures and Agile projects, is approximately RMB 8.57 billion, reflecting a year-on-year decrease of 44.75% [1] - The total construction area for these pre-sales is around 939,000 square meters, with an average price of RMB 9,129 per square meter [1]

Core Viewpoint - Agile Group (03383.HK) reported a total presale amount of approximately RMB 4.9 billion for its projects scheduled for December 2025, corresponding to a construction area of about 52,000 square meters, with an average price of RMB 9,401 per square meter [1] Summary by Category Presale Amounts - The total presale amount for the group, including joint ventures and associated companies, is approximately RMB 85.7 billion for the twelve months ending December 31, 2025, corresponding to a construction area of about 939,000 square meters, with an average price of RMB 9,129 per square meter [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 and affecting future revenue projections [1] Group 1: Pre-sale Amounts - The total pre-sale amount for Agile Group and its subsidiaries, joint ventures, and associated companies for the projects branded under "Agile" is approximately RMB 490 million as of December 2025, representing a year-on-year decrease of 34.67% [1] - The corresponding construction area for these pre-sales is about 52,000 square meters, with an average price of RMB 9,401 per square meter [1] Group 2: Annual Pre-sale Performance - For the 12 months ending December 31, 2025, the total pre-sale amount for the group, including joint ventures and associated companies, is approximately RMB 8.57 billion, reflecting a year-on-year decrease of 44.75% [1] - The total construction area for these pre-sales is around 939,000 square meters, with an average price of RMB 9,129 per square meter [1]

（於開曼群島註冊成立的有限公司） （股份代號：3383） 2025 年 12 月 未經審核營運數據 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 香港，2026年1月7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 # 。 * 執行董事 ** 非執行董事 # 獨立非執行董事 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 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（ ...

Core Viewpoint - The article highlights a positive shift in investor sentiment towards Chinese real estate stocks, driven by a commentary in the "Qiushi" magazine suggesting a potential change in government policy regarding the real estate market [1] Group 1: Market Performance - Chinese real estate stocks have shown an upward trend, with notable increases in share prices: Longfor Group (4.37%), R&F Properties (3.77%), Agile Group (3.57%), China Overseas Land & Investment (3.04%), China Resources Land (3.82%), China Jinmao (2.75%), and Sunac China (2.27%) [1] Group 2: Policy Insights - JPMorgan notes that the commentary in "Qiushi" magazine has raised investor hopes for a shift in policy, advocating for substantial measures rather than incremental ones, especially after a lack of significant policies last year [1] - The article suggests that the current discourse from officials regarding the real estate market may finally be changing, given the ongoing decline in housing prices and sales since the second half of last year [1] Group 3: Future Outlook - JPMorgan predicts that without substantial policy changes, the downward trend in the real estate sector will continue, forecasting a 7% decline in sales and a 5% drop in housing prices for the year [1] - However, the current market conditions, particularly the impact of weak housing prices on consumer spending, increase the likelihood of more robust policy support this year, indicating potential upside risks to JPMorgan's forecasts [1]

Group 1 - The core viewpoint of the article highlights a collective rise in Hong Kong property stocks, driven by recent policy adjustments that are expected to enhance market activity [1] - Key property stocks such as Agile Group, Shimao Group, and Ronshine China saw increases of 9%, while Greentown China rose nearly 8% and China Jinmao increased by 6.5% [2] - The latest report from CICC indicates that the Ministry of Finance announced a new policy on the value-added tax for personal housing sales, and Beijing adjusted its purchase and loan restrictions, which are seen as positive developments for the market [1] Group 2 - Despite the recent policy improvements, the fundamental trends in the real estate market remain weak, necessitating ongoing observation of the interaction between policy and market fundamentals [1] - CICC suggests a cautious approach towards the real estate development sector in the short to medium term, while prioritizing investment in core assets within the commercial real estate sector that offer absolute returns [1] - If policy measures exceed expectations, there may be a more positive outlook for the real estate development sector, particularly for companies with high profit certainty and strong operational trends [1]

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12月31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: 2026年1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、2025年8月4日及2025年9月30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。 誠如該等公告所披露，本公司已作出行動計劃，以減輕其流動性問題及解決無法表示 意見事宜。本公司謹此就行動計劃提供以下最新情況： (i) 本集團一直與其財務及其他專業顧問緊密合作，且與主要境外債權人就重 組方案進行多次溝通，也在積極協助其進行盡職調查，持續調整完善重組 方案條款。本集團預計重組方案全面落實後將有效地調整境外負債結構， 旨在為債權人、股東、本公司和其他持份者謀求利益最大化且可行的解決 方案。儘管目前本集團和境外主要債權人對於重組 ...

采写：南都·湾财社记者王艳玲 资料显示，该地块最初定于12月8日拍卖，但在开拍前因抵押权人提出权利主张而被紧急中止。随后， 经税务机关审查认为抵押权人主张理由不充分，中止情形消失，决定恢复拍卖程序，并最终在今天上午 （12月23日）完成拍卖。 12月9日晚间，雅居乐发布一则内幕消息，公司遭到昔日合作伙伴新濠（中山）企业向香港高等法院提 交清盘呈请，案件排期2026年2月25日聆讯。根据公告，清盘呈请涉及雅居乐未付款项合计1858.71万美 元即223.43万港元，款项源自2025年9月25日中国国际经济贸易仲裁委员会的仲裁裁决。针对新濠提请 的清盘呈请，雅居乐表示极力反对呈请，将积极与呈请人沟通，力求协商达成有效解决方案。 回溯至2024年5月，雅居乐未能支付2020年发行的4.83亿美元票据利息，该票据票面利率6.05%、2025年 到期。2025年中期报告显示，雅居乐营业额同比下滑35.8%至135.74亿元，尽管归母净亏损从上年同期 的96.74亿元收窄至80.3亿元，未改变其长期亏损的基本面。 截至2025年6月末，雅居乐的总借款为474.42亿元，其中一年内到期的短期债务为378.69亿元，而可动用 ...

智通财经APP获悉，香港联交所最新资料显示，12月23日，雅居乐集团(03383)股东将股票由香港上海汇 丰银行转入德意志银行，转仓市值8592.79万港元，占比6.08%。 雅居乐集团发布公告称，12月9日，收到新濠(中山)企业管理(呈请人)向香港高等法院提呈的清盘呈请， 涉及若干据称未付款项，总额约1859万美元及223万港元。该款项源自中国国际经济贸易仲裁委员会仲 裁庭于今年9月25日作出的仲裁裁决。呈请的首次聆讯日期定为2026年2月25日。公司表示正积极与呈请 人沟通，力求与呈请人协商达成有效解决方案。 ...