Group 1 - The Hong Kong real estate stocks continue to decline, with Country Garden down 8.7%, Jin Hui Holdings down 8%, and Zhongliang Holdings down 7% [1] - The National Bureau of Statistics reported that from January to August, national real estate development investment reached 60,309 billion yuan, a year-on-year decrease of 12.9%, with residential investment at 46,382 billion yuan, down 11.9% [1] - The funding for real estate development enterprises decreased by 8% year-on-year, with personal mortgage loans dropping by 10.5% [1] Group 2 - Analysts indicate that the current real estate data shows a comprehensive weakening, with both development investment and personal mortgage loans declining, confirming that the market is still in a deep adjustment period [1] - Recently, several key cities have introduced favorable policies to promote the stable and healthy development of the real estate market, particularly in terms of easing purchase restrictions, with notable adjustments in Beijing, Shanghai, and Shenzhen [1]

格隆汇9月16日丨雅居乐集团(03383.HK)宣布，公司的香港主要营业地点将自2025年9月18日起变更至香 港九龙海港城环球金融中心南座5楼508室。 ...

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。 香港，2025年9月16日 於本公告日期，董事會由九名成員組成：即陳卓林先生 *( 主席兼總裁 ) 、黃奉潮先 生 * 、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 香港主要營業地點地址 之變更 雅居樂 集 團 控股有限公司 （ 「 本公司 」 ） 董事會 （ 「 董事會 」 ） 宣佈，本 公司的香港主要營業地點 將自 2025 年 9 月 18 日起變更至香港 九龍海港城 環球金融中心南座 5 樓 508 室 。 本公司之電話及傳真號 碼、電郵地址及網站均維持不變。 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 （於開曼群島註冊成立的有限公司） （股份代號： 3383） ...

港股内房股延续跌势，其中，远洋集团、融创中国跌超6%，融信中国涨近5%，中梁控股跌3.6%，龙光 集团跌近3%，碧桂园、雅居乐集团、万科企业、龙湖集团、富力地产、美的置业、世茂集团均跌超 1%。 | 代码 | 名称 | 最新价 | 涨跌幅 ^ | | --- | --- | --- | --- | | 03377 | 元洋集团 | 0.163 | -6.32% | | 01918 | 融创中国 | 1.700 | -6.08% | | 03301 | 融信中国 | 0.214 | -4.89% | | 02772 | 中梁控股 | 0.081 | -3.57% | | 02007 | 碧桂元 | 0.620 | -1.59% | | 03380 | 龙光集团 | 1.090 | -2.68% | | 03383 | 雅居乐集团 | 0.530 | -1.85% | | 02202 | 万科企业 | 5.650 | -1.74% | | 00960 | 龙湖集团 | 11.620 | -1.53% | | 02777 | 富力地产 | 0.740 | -1.33% | | 03990 | 美的置业 | 4.79 ...

Group 1 - The core viewpoint of the article highlights a significant rise in Hong Kong real estate stocks, with Oceanwide Holdings leading the surge with an increase of over 15% [1] - According to CITIC Securities research, the overall performance of the real estate development industry is expected to remain under pressure in the first half of 2025, with total revenue declining by 15% [1] - The report indicates that the losses for real estate companies have expanded to 27 billion yuan due to increased impairment provisions and rising expense ratios, although the decline in gross profit margins has shown signs of improvement [1] Group 2 - The top 100 real estate companies experienced a 14% year-on-year decline in sales over the first eight months, but this decline is 16 percentage points narrower than the total decline for the previous year [1] - The land market has shown early signs of recovery, with the top 100 real estate companies collectively acquiring land worth 723.5 billion yuan, representing a year-on-year increase of 31% [1] - Major real estate firms are actively replenishing their core city inventories, indicating that sales volumes are nearing a bottom [1]

Core Viewpoint - The Hong Kong real estate stocks experienced a significant rally, with major companies showing substantial gains, indicating a potential recovery in the sector despite ongoing challenges in the overall real estate market [1] Group 1: Stock Performance - Oceanwide Holdings surged over 15%, leading the gains among real estate stocks [1] - Other notable performers included Ronshine China (+7.32%), China Jinmao (+5.23%), and Country Garden (+4.84%) [1] - Several companies, including Longfor Group, Agile Group, and CIFI Holdings, saw increases of nearly 4% [1] Group 2: Industry Outlook - According to CITIC Securities, the overall performance of the real estate development industry is expected to remain under pressure in the first half of 2025, with total revenue projected to decline by 15% [1] - The industry is facing increased impairment provisions and rising expense ratios, leading to an expanded loss of 27 billion yuan in the first half [1] - However, the decline in gross profit margins is showing signs of improvement, with some quality real estate companies stabilizing their margins and profits [1] Group 3: Debt and Sales Trends - The debt repayment capacity of real estate companies is becoming more differentiated, with a trend towards deleveraging due to shrinking business scales, although leading firms maintain stable profitability [1] - The top 100 real estate companies reported a 14% year-on-year decline in sales over the first eight months, but this decline is narrowing compared to the previous year's total [1] - The land market is showing early signs of recovery, with the top 100 companies collectively acquiring land worth 723.5 billion yuan, a 31% increase year-on-year, indicating a proactive approach to replenishing core city inventories [1]

人民财讯9月9日电，雅居乐集团在港交所公告，2025年8月预售金额合计为约人民币5.8亿元，对应建筑 面积为约6.6万平方米；平均价为每平方米人民币8805元。截至2025年8月31日止八个月，预售金额合计 为约人民币62.7亿元，对应建筑面积为约67.7万平方米；平均价为每平方米人民币9260元。 ...

截至2025年8月31日止8个月，本集团连同本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62.7亿元，同比减少39.36%，对应建筑面积为约67.7万平方米;平均价为每平方米人民币9260 元。 雅居乐集团(03383)发布公告，本公司及其附属公司(本集团)连同本集团合营公司及联营公司以及由本集 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8月的预售金额合计为约人民币5.8亿 元而对应建筑面积为约6.6万平方米;平均价为每平方米人民币8805元。 ...

截至2025年8月31日止8个月，本集团连同本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62.7亿元，同比减少39.36%，对应建筑面积为约67.7万平方米;平均价为每平方米人民币9260 元。 智通财经APP讯，雅居乐集团(03383)发布公告，本公司及其附属公司(本集团)连同本集团合营公司及联 营公司以及由本集团管理并以"雅居乐"品牌销售的房地产项目(雅居乐项目)于2025年8月的预售金额合 计为约人民币5.8亿元而对应建筑面积为约6.6万平方米;平均价为每平方米人民币8805元。 ...

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本集團管理並以「雅居 樂」品牌銷售的房地產項目（「雅居樂項目」）於 2025 年 8 月的預售金額合計為約人 民幣 5.8 億元而對應建築面積為約 6.6 萬平方米；平均價為每平方米人民幣 8,805 元。 截至 2025 年 8 月 31 日止八個月，本集團連同本集團合營公司及聯營公司以及雅居樂項 目的預售金額合計為約人民幣 62.7 億元而對應建築面積為約 67.7 萬平方米；平均價為 每平方米人民幣 9,260 元。 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 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 ...