Group 1 - Evergrande Property (06666.HK) resumed trading on September 12, opening with a gain of over 38% [1] - The company announced that the liquidator of its controlling shareholder, China Evergrande Group, is actively seeking to sell shares of Evergrande Property [1] - The liquidator has signed confidentiality agreements with potential buyers and received non-binding indicative offers as of September 9 [1] Group 2 - Market rumors suggest that China Overseas and China Resources are interested in acquiring Evergrande Property, with a deposit of HKD 6 million required, of which 10% is non-refundable [2] - However, both companies have denied these rumors, stating they do not have specific information regarding the acquisition [2] - Evergrande Property's half-year report indicates a revenue of CNY 6.647 billion, a year-on-year increase of 6.9%, and a net profit of CNY 491 million with a net profit margin of 7.4% [2]

Market Overview - On September 12, A-shares opened mixed with the Shanghai Composite Index at 3884.70, up 0.24%, Shenzhen Component Index at 12995.04, up 0.12%, and ChiNext Index at 3039.17, down 0.48% [2] - The sectors showing gains included cultivated diamonds, shipping, and computing power leasing, while CPO, optical communication, and 6G sectors faced declines [1] Company Highlights - Evergrande Property experienced significant volatility, initially rising over 40% before settling at a 21.74% increase after news of potential share sales by its controlling shareholder [2][3] - The real estate sector saw a rally, with stocks like Rongsheng Development, Huaxia Happiness, and New Dazheng hitting the daily limit [3] - The storage chip sector also showed strength, with companies like Demingli hitting the daily limit and others like Purun and Dongxin following suit [5] - Kioxia announced a collaboration with NVIDIA to develop SSDs with speeds nearly 100 times faster than traditional SSDs, boosting the computing power sector [7] - Qingshan Paper experienced a four-day consecutive limit-up, with other companies in the computing power sector also seeing gains [7] - The non-ferrous metals sector saw early gains, with Northern Copper and Electric Alloy hitting the daily limit, and other companies like Yunnan Copper and Jiangxi Copper also rising [9] - The robotics sector strengthened, with Worldde rising over 15% and Shoukai Co. achieving eight limit-ups in seven days [12] - Shoukai Co. disclosed its indirect stake in Yushu Technology through its subsidiary, with a low holding percentage of approximately 0.3% [14]

恒大物业(6666.HK)复牌盘初一度飙升40%报1.29港元，目前涨幅收窄至24%报1.14港元；截至目前成交 额放大至5.3亿港元。消息面上，恒大物业收到控股股东中国恒大的清盘人通知，就寻求出售恒大在该 公司的持股，已与相关有意方订立保密协议。 恒大物业昨晚刊发公告称，已于周三(10日)收到控股股东中国恒大的清盘人发出的接洽函，表明正积极 为其持有的51.016%恒大物业股权寻找买家，清盘人亦已就潜在交易与多个有意方签订保密协议，并已 在9月9日从部分财团手中，收到不具约束力的指示性要约。 根据清盘人计划，拟于今年11月前后，邀请经挑选的有意方提交最终建议书，并就交易条款进行磋商， 以期达成具约束力的协议。 彭博昨日引述知情人士透露，恒大清盘人已收到对恒大物业的非约束性报价，据报包括中国海外集团及 华润集团等国企均有表达竞投意向。 ...

Market Performance - On September 12, the Shanghai Composite Index (沪指) broke through the previous high of 3888.60, reaching a new peak of 3889.58, with significant gains in sectors such as semiconductors, memory chips, and robotics [1] - The index opened at 3875.31 and closed at 3879.06, with a trading volume of 286.87 billion and a turnover of 17 billion [2] Company Performance - Evergrande Property (恒大物业) resumed trading and saw its stock price surge nearly 40% at one point, closing up 19.57% at 1.1 HKD, giving it a market capitalization of 11.9 billion HKD [2][3] - The company reported a revenue of approximately 6.647 billion CNY for the first half of 2025, a year-on-year increase of about 6.9%, with a net profit of approximately 491 million CNY and a net profit margin of 7.4%, down by 0.6 percentage points year-on-year [4] - As of June 30, 2025, Evergrande Property managed a total area of approximately 596 million square meters, an increase of about 41 million square meters compared to the same date in 2024 [4] Company Overview - Evergrande Property Group Co., Ltd. is primarily engaged in property management services, community life services, asset management services, and community operation services [5] - The company’s main revenue sources include property management services (84.43%), community value-added services (6.86%), and asset management business [6]

Core Viewpoint - China Resources Land denied the rumors regarding the acquisition of Evergrande Property, stating that the information is not true [1] Summary by Relevant Sections - **Company Actions** - Evergrande Property announced a trading suspension on the Hong Kong Stock Exchange prior to the market opening to release insider information [1] - China Resources Land's representative confirmed that the acquisition news is false [1] - **Market Reactions** - Reports indicated that the liquidators of China Evergrande have received non-binding acquisition intentions for Evergrande Property, with potential bidders including China Overseas Group and subsidiaries of China Resources Group [1] - A source close to China Overseas Group also labeled the acquisition news as "fake" [1]

Core Viewpoint - Evergrande Property announced a trading suspension on September 11 in Hong Kong due to the release of insider information regarding the company [1] Group 1 - The liquidators of China Evergrande have received non-binding acquisition intentions for Evergrande Property, with bidders including China Overseas Group and a subsidiary of China Resources Group [1] - A representative from China Resources Land stated that the news is not true [2] - An individual close to China Overseas Group also indicated that the news is "fake" [2]

Core Viewpoint - The Shanghai Composite Index reached a new high of 3889.58 on September 12, driven by strong performances in sectors such as semiconductors, memory chips, and robotics [1][2]. Market Performance - The Shanghai Composite Index opened at 3875.51 and closed at 3879.06, with a trading volume of 286.87 billion [2]. - The index saw a maximum price of 3889.13 and a minimum of 3874.60 during the trading session [2]. - The market showed a slight increase of 0.10% from the previous close [2]. Company Specifics: Evergrande Property - Evergrande Property (06666.HK) resumed trading and initially surged nearly 40%, closing with a gain of 19.57% at 1.1 HKD, giving it a market capitalization of 11.9 billion HKD [2][3]. - The company reported a revenue of approximately 6.647 billion CNY for the first half of 2025, reflecting a year-on-year growth of about 6.9% [4]. - Net profit for the same period was approximately 491 million CNY, with a net profit margin of 7.4%, a decrease of about 0.6 percentage points year-on-year [4]. - As of June 30, 2025, Evergrande Property managed a total area of approximately 596 million square meters, an increase of about 41 million square meters compared to the previous year [4]. Ownership and Control - The current actual controller of Evergrande Property remains Xu Jiayin, with CEG Holdings (BVI) Limited being the largest shareholder, holding 49.79% of the shares [5].

Core Viewpoint - Evergrande Property's stock resumed trading on September 12, following a notice received from the liquidators of China Evergrande Group and CEG Holdings regarding potential share sales [1] Group 1 - On September 10, Evergrande Property received a communication from the liquidators seeking opportunities to sell shares held by China Evergrande and CEG Holdings [1] - Market rumors suggest that the liquidators have received non-binding acquisition intentions for Evergrande Property, with bidders including China Overseas Group and a subsidiary of China Resources Group [1] - A representative from China Resources Land stated that the rumors regarding the acquisition are not true [1]

Core Viewpoint - Evergrande Property has resumed trading with a significant increase in stock price following the announcement of potential share sales by its controlling shareholder, China Evergrande Group, and the liquidator of CEG Holdings [2][3] Group 1: Company Developments - On September 11, Evergrande Property announced that the liquidator is actively seeking buyers for shares held by China Evergrande and CEG Holdings, with trading resuming on September 12 [2] - The liquidator has signed confidentiality agreements with interested parties and received non-binding indicative offers as of September 9, although formal negotiations have not yet begun [2] - The liquidator plans to invite selected interested parties to submit final acquisition proposals by November 2025 [2] Group 2: Financial Performance - For the first half of 2025, Evergrande Property reported revenue of 6.647 billion yuan, a year-on-year increase of 6.9%, and a net profit of 491 million yuan, with a net profit margin of 7.4% [3] - As of June 30, the total managed area reached 596 million square meters, an increase of 41 million square meters compared to the same period last year [3] - Despite operational adjustments to reduce liquidity pressure, the company remains in a net current liability position, indicating ongoing cash flow challenges [3]

9月12日，恒大物业复牌，高开38.04%。公司称潜在交易还处于初步阶段，清盘人未与任何有意方进行 谈判。 ...