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8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: 恒大物業集團有限公司 ("本公司") 呈交日期: 2025年9月4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) | 06666 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 100,000,000,000 | USD | | 0.0001 | USD | | 10,000,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | 0 | | 本月底結存 | | | 100,000,000,000 | USD | | 0.0001 | USD | | 10, ...

Group 1: Hong Kong Stocks Performance - BYD Electronics (00285) rose over 7%, reporting a nearly 14% year-on-year increase in net profit for the first half of 2025, with positive progress in AI data center business [1] - Beihai Kangcheng-B (01228) surged over 11%, achieving profitability in the first half of the year and recently forming a strategic partnership with Baiyang Pharmaceutical [1] - MicroPort Medical (00853) increased over 11%, with a reported loss of $46.602 million for the first half of 2025, a 51.9% reduction in loss year-on-year [1] - Bank of China Hong Kong (02388) rose over 6%, reporting a net profit of HKD 22.12 billion for the first half of 2025, with an increase in net trading income year-on-year [1] - UBTECH (09880) increased over 4%, announcing a strategic partnership agreement worth $1 billion with international investment firm Infini Capital [1] - Gold stocks performed well, with China Silver Group (00815) up over 8%, Zhaojin Mining (01818) up over 7%, Shandong Gold (01787) up over 6%, Chifeng Jilong Gold (06693) up over 6%, and Zijin Mining (02899) up over 6%, driven by rising gold prices due to increased interest rate cut expectations [1] Group 2: Chinese Companies' Financial Results - China Communications Construction (01800) fell over 5%, reporting a 16.9% year-on-year decrease in net profit for the first half of 2025 and not declaring an interim dividend [2] - Evergrande Property (06666) declined over 3%, with a 5.6% year-on-year drop in net profit for the first half of the year, with management expressing pessimism about economic benefits from Evergrande Group [2] - Zoomlion Heavy Industry (01157) rose over 2%, reporting a more than 20% year-on-year increase in net profit for the first half of 2025, with institutions optimistic about export growth in the second half [2] - Midea Group (00300) increased over 2%, reporting a 25.04% year-on-year increase in net profit for the first half of 2025 and proposing an interim dividend of HKD 5 per 10 shares [2] Group 3: US Stocks Performance - Autodesk (ADSK.US) rose 9.09%, reporting a 17% year-on-year revenue increase for the second fiscal quarter and raising its full-year revenue and adjusted EPS guidance [3] - Gap (GAP.US) increased 1.52%, with revenue slightly below market expectations for the second fiscal quarter, and management indicated that tariffs may pressure annual gross margins [3] - Marvell Technology (MRVL.US) fell 18.60%, reporting record revenue of $2.01 billion for the second quarter, a 58% year-on-year increase, but provided a Q3 revenue guidance slightly below expectations [3] - Alibaba (BABA.US) surged 12.90%, with a market value increase of $36.7 billion overnight, reporting an 18% year-on-year decline in Non-GAAP net profit, but strong resilience in core business [3] - Ambarella (AMBA.US) rose 16.78%, providing strong guidance for Q3 revenue, expected to be between $100 million and $108 million, reflecting continued growth in edge AI demand [3] - IREN Ltd (IREN.US) increased 14.93%, exceeding expectations in its fourth-quarter earnings report and announcing a priority partnership with NVIDIA [3] Group 4: Other Notable Stocks - Dell Technologies (DELL.US) fell 8.88%, reporting that its infrastructure division's operating profit margin was below expectations [4] - Affirm Holdings (AFRM.US) rose 10.59%, reporting better-than-expected revenue and profit for the fourth fiscal quarter [4] - TryHard Holdings (THH.US) declined 9.80%, issuing 1.5 million shares at $4 each, at the lower end of the pricing range [5] - GrowHub (TGHL.US) increased 1.48%, issuing 3.8 million shares at $4 each, also at the lower end of the pre-set pricing range [5]

Core Viewpoint - Evergrande Property's stock has seen a decline of nearly 6% in early trading, reflecting market concerns over its financial performance and the ongoing liquidation of its parent company, China Evergrande Group [1] Financial Performance - For the first half of the year, Evergrande Property reported revenue of approximately 6.647 billion yuan, representing a year-on-year increase of about 6.9% [1] - The gross profit was approximately 1.199 billion yuan, with a gross margin of about 18%, which is a decrease of approximately 2.2 percentage points year-on-year [1] - The profit attributable to the company's owners was approximately 472 million yuan, showing a year-on-year decrease of 5.64% [1] Market Context - The management of Evergrande Property has indicated that the economic benefits expected from China Evergrande Group are not optimistic and carry a high degree of uncertainty [1] - Reports from mid-August indicated that the court-appointed liquidator for China Evergrande is seeking potential buyers for Evergrande Property, with creditors particularly focused on the handling of this asset [1] - Previous attempts by the liquidator to sell the property management division have been unsuccessful [1] - As of August 25, China Evergrande has canceled its listing status [1]

Core Viewpoint - Evergrande Property's stock has seen a decline of nearly 6% in early trading, reflecting market concerns over its financial performance and the ongoing liquidation of its parent company, China Evergrande Group [1] Financial Performance - Evergrande Property reported a revenue of approximately 6.647 billion yuan for the first half of the year, representing a year-on-year increase of about 6.9% [1] - The gross profit was approximately 1.199 billion yuan, with a gross margin of around 18%, which is a decrease of about 2.2 percentage points compared to the previous year [1] - The profit attributable to the company's owners was approximately 472 million yuan, showing a year-on-year decrease of 5.64% [1] Market Context - The management of Evergrande Property has indicated that the economic benefits expected from China Evergrande Group are not optimistic and carry a high degree of uncertainty [1] - Reports from mid-August indicated that the court-appointed liquidator for China Evergrande is seeking potential buyers for Evergrande Property, with creditors particularly focused on the handling of this asset [1] - Previous attempts by the liquidator to sell the property management division have been unsuccessful [1] - As of August 25, China Evergrande has canceled its listing status [1]

Core Insights - Evergrande Property released its unaudited interim results for 2025, indicating a revenue of approximately RMB 6.646 billion, representing a year-on-year growth of about 6.9% [1] - The gross profit was approximately RMB 1.2 billion, with a gross margin of about 18.0%, which is a decrease of approximately 2.2 percentage points year-on-year [1] - The net profit for the group was approximately RMB 491 million, with a net margin of about 7.4%, reflecting a year-on-year decline of approximately 0.6 percentage points [1] - The profit attributable to the owners of the company was approximately RMB 472 million, with basic earnings per share of approximately RMB 0.04 [1]

公告称，在行业宏观调控、增速放缓及市场竞争加剧的大环境下，集团还经受着流动性紧张及关联方影 响等多重压力。 恒大物业(06666)发布截至2025年6月30日止六个月未经审核中期业绩，收入66.47亿元(人民币，下同)， 同比增加6.86%;股东应占溢利4.72亿元，同比减少5.64%;每股基本盈利0.04元。 集团深度整合旗下专业品牌公司，致力于打造多元业态标杆服务集群，依托标杆项目口碑辐射，高效驱 动优质存量盘及非居业态拓展，实现管理规模与运营效益的协同跃升。期内，集团以"服务力"为核心驱 动引擎，在商写、产业园、公共交通、医疗学校及城市公服等多元业态持续突破，累计新签约第三方面 积超2300万平方米，合同年饱和收入近6亿元。其中，非住宅项目年饱和收入约4.4亿元，占比超70%， 进一步提升多元业态竞争力与品牌影响力，为高质量发展注入持续动能。 截至2025年6月30日，集团总在管面积约5.96亿平方米，较2024年6月30日总在管面积约5.55亿平方米增 加约4100万平方米。 应收账款持续高位，资金流动性面临严峻挑战。受关联方多种因素综合影响，部分业主缴费意愿低迷， 导致贸易应收账款攀升且回收周期拉长 ...

格隆汇8月29日丨恒大物业(06666.HK)发布公告，截至2025年6月30日止六个月，集团营业收入约人民币 6,646.6百万元，同比增长约6.9%。集团毛利润约人民币1,198.7百万元；毛利率约18.0%，同比下降约2.2 个百分点。集团净利润约人民币491.2百万元；净利率约7.4%，同比下降约0.6个百分点。公司拥有人应 占利润约人民币472.3百万元，每股基本盈利约人民币0.04元。 ...

集团深度整合旗下专业品牌公司，致力于打造多元业态标杆服务集群，依托标杆项目口碑辐射，高效驱 动优质存量盘及非居业态拓展，实现管理规模与运营效益的协同跃升。期内，集团以"服务力"为核心驱 动引擎，在商写、产业园、公共交通、医疗学校及城市公服等多元业态持续突破，累计新签约第三方面 积超2300万平方米，合同年饱和收入近6亿元。其中，非住宅项目年饱和收入约4.4亿元，占比超70%， 进一步提升多元业态竞争力与品牌影响力，为高质量发展注入持续动能。 公告称，在行业宏观调控、增速放缓及市场竞争加剧的大环境下，集团还经受着流动性紧张及关联方影 响等多重压力。 应收账款持续高位，资金流动性面临严峻挑战。受关联方多种因素综合影响，部分业主缴费意愿低迷， 导致贸易应收账款攀升且回收周期拉长，使公司资金链持续承压。截至目前，集团贸易应收账款原值约 58.83亿元，累计计提坏账损失约30.42亿元，减值率高达51.7%;其中三年及以上第三方应收账款原值约 6.61亿元，占第三方应收账款原值总额比例约18.0%，其减值后净值同比增长约23.4%至1.80亿元，账龄 结构持续恶化，进一步加剧坏账减值压力。尽管近年来集团通过积极的经营调 ...

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之內容概不負責，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之任何損失承擔任何 責任。 Evergrande Property Services Group Limited 恒大物業集團有限公司 （於開曼群島註冊成立的有限責任公司） （股份代號：6666） 截 至 2025 年 6 月 30 日止六個月 未經審核之中期業績公告 財務摘要 截至2025年6月30日止六個月： 董事會不建議就截至2025年6月30日止六個月派付任何中期股息。 – 1 – ‧ 本集團營業收入約人民幣6,646.6百萬元，同比增長約6.9%。 ‧ 本集團毛利潤約人民幣1,198.7百萬元；毛利率約18.0%，同比下降約2.2個百分點。 ‧ 本集團淨利潤約人民幣491.2百萬元；淨利率約7.4%，同比下降約0.6個百分點。 ‧ 本公司擁有人應佔利潤約人民幣472.3百萬元，每股基本盈利約人民幣0.04元。 簡明綜合損益及其他全面收益表 | | | 截至6月30日止六個月 | | | --- | --- | --- | ...

Core Viewpoint - China Evergrande Group's delisting from the Hong Kong Stock Exchange marks the end of its 16-year listing journey, highlighting the company's dramatic rise and fall in the real estate industry, culminating in a liquidity crisis and significant financial losses [2][3][4]. Group 1: Company Overview - China Evergrande was listed in 2009 with a market value exceeding HKD 700 billion, becoming the largest private real estate company in mainland China [2]. - The company achieved record sales in 2016 and its founder, Xu Jiayin, became the richest person in China in 2017 [2]. - By 2020, Evergrande announced plans to reduce debt and control its scale, but the situation deteriorated rapidly, leading to a liquidity crisis in 2021 [2][5]. Group 2: Financial Impact - As of June 2023, external investors held approximately 34% of China Evergrande's shares, with the stock price plummeting from around HKD 15 per share at the end of 2020 to HKD 0.163 before delisting, resulting in a market value of only HKD 21.52 billion [5][7]. - The company is now considered a "zombie stock," with little to no liquidity post-delisting, and shareholders face significant losses [7]. Group 3: Liquidation Process - The liquidation process is ongoing, with creditors claiming a total debt of approximately HKD 350 billion (USD 45 billion) as of July 31, 2025, while the assets under the liquidator's control are valued at around HKD 27 billion (USD 3.5 billion) [9]. - The liquidator has prioritized the monetization of Evergrande Property, which is seen as a crucial asset for creditors [9]. - Legal actions are being pursued against key figures in the company, including Xu Jiayin, to recover approximately USD 6 billion in misreported dividends and compensation [9]. Group 4: Industry Implications - The delisting of China Evergrande signifies a new phase of accelerated risk clearance in the real estate sector, with expectations of more companies facing delisting and liquidation [17]. - The ongoing financial distress of Evergrande and similar firms poses a broader risk to creditors, industry stakeholders, and homebuyers, indicating potential long-term impacts on the real estate market [17].