北京商报讯（记者 王寅浩 李晗）11月4日，雅居乐披露10月未经审核的经营简报。简报显示，10月雅居 乐及其附属公司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预售 金额合计约为7.1亿元，对应建筑面积为8.3万平方米，平均价格约为8517元/平方米。 ...

Core Viewpoint - Aoyuan Group (3383.HK) announced a pre-sale amount of approximately RMB 710 million for October 2025, corresponding to a construction area of about 83,000 square meters, with an average price of RMB 8,517 per square meter [1] Summary by Categories Pre-sale Performance - The total pre-sale amount for the group, including joint ventures and associated companies, reached approximately RMB 7.44 billion for the ten months ending October 31, 2025, corresponding to a construction area of about 816,000 square meters, with an average price of RMB 9,115 per square meter [1]

Group 1 - The core viewpoint of the article indicates that Agile Group (03383) reported a significant decline in pre-sale amounts for its real estate projects, with a total of approximately RMB 710 million in October 2025, representing a year-on-year decrease of 48.92% [1] - The total pre-sale amount for the period from January to October was approximately RMB 7.44 billion, reflecting a year-on-year decrease of 45.13% [1] - The corresponding construction area for the pre-sales in October 2025 was about 83,000 square meters, with an average price of RMB 8,517 per square meter [1] Group 2 - For the January to October period, the corresponding construction area was approximately 816,000 square meters, with an average price of RMB 9,115 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 company performance [1] Summary by Relevant Categories Pre-sale Performance - The total pre-sale amount for October 2025, including joint ventures and associates, was approximately RMB 710 million, representing a year-on-year decrease of 48.92% [1] - The corresponding construction area for October 2025 was about 83,000 square meters, with an average price of RMB 8,517 per square meter [1] Year-to-Date Performance - From January to October, the total pre-sale amount was approximately RMB 7.44 billion, reflecting a year-on-year decrease of 45.13% [1] - The total construction area for the same period was around 816,000 square meters, with an average price of RMB 9,115 per square meter [1]

Core Viewpoint - Aoyuan Group (03383.HK) reported a total presale amount of approximately RMB 710 million for its projects scheduled for presale in October 2025, corresponding to a construction area of about 83,000 square meters, with an average price of RMB 8,517 per square meter [1] Summary by Category Presale Performance - The total presale amount for the group, including joint ventures and projects managed under the "Aoyuan" brand, reached approximately RMB 7.1 billion for October 2025 [1] - For the ten months ending October 31, 2025, the total presale amount was approximately RMB 74.4 billion, corresponding to a construction area of about 816,000 square meters, with an average price of RMB 9,115 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。 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（「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 10 月的 預售金額合計為約人民幣 7.1 億元而對應建築面積為約 8.3 萬平方米；平均價為 每平方米人民幣 8,517 元。 截至 2025 年 10 月 31 日止十個月，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 74.4 億元而對應建築面積為約 81.6 萬平 方米；平均價為每平方米人民幣 9,115 元。 上述數據或會變更並可能與本集團按年度及半 ...

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10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: 2025年11月3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 ...

Core Viewpoint - Hong Kong real estate stocks are experiencing a counter-trend rally, with notable increases in share prices for several major companies following the release of a government action plan aimed at stabilizing the real estate investment scale in Shanghai [1] Group 1: Market Performance - Country Garden shares rose by 3.5%, while Sunac China and Agile Group increased by 2.5%. Vanke Enterprises saw a nearly 2% rise, and other companies like New City Development, Longfor Group, and China Overseas Macro Holdings also reported gains exceeding 1% [2] - The overall trend indicates a positive market response among real estate stocks despite broader market challenges [1] Group 2: Government Policy - The Shanghai Municipal Government issued a notification to promote high-quality development in the construction industry, emphasizing the need to stabilize real estate investment and strengthen the foundational market in Shanghai [1] - The plan aims to facilitate the construction of "good houses" and provide application scenarios for good design, construction, and services [1] Group 3: Industry Insights - Huatai Securities' research report highlights that the sales performance of "good houses" is significantly better than the average, suggesting that companies with strong product capabilities may achieve better sales conversion and more stable cash flow [1] - The report posits that product strength could become a core competitive advantage for real estate companies, reshaping their market positions and competitive landscape [1] - Huatai Securities continues to recommend real estate stocks characterized by "good credit, good cities, and good products" as a strategic investment focus [1]

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。 ...