Core Insights - The launch of Poly Yuexi Bay in Guangzhou achieved a remarkable sales figure of 10.6 billion yuan, making it the only project in the country to surpass 10 billion yuan on its first opening in 2023 [1][11] - The project has attracted high-net-worth individuals, with some purchasing multiple units, indicating strong demand and purchasing power in the luxury real estate market [3][4] Group 1: Project Overview - Poly Yuexi Bay sold 236 units at an average price of 170,000 yuan per square meter, with several units priced over 200,000 yuan per square meter, positioning it at the top tier of Guangzhou's luxury real estate market [4][11] - The project was acquired by Poly Developments for 11.75 billion yuan, with a floor price of approximately 67,000 yuan per square meter, marking it as one of the highest land prices in Guangzhou [5] Group 2: Target Audience and Market Impact - The buyers of Poly Yuexi Bay include elite individuals from various industries, such as traditional industries, internet technology, and notable entrepreneurs, which enhances the project's prestige and potential economic impact on the city [4][6] - The project is designed with high-end features, including a unique floating island community concept and advanced health and comfort systems, reflecting the company's commitment to quality and innovation in luxury living [5][6] Group 3: Market Positioning - The project is strategically located in a prime area with views of the Pearl River, and its exceptional design and planning have set a new benchmark for luxury properties in Guangzhou [11] - Industry experts believe that the demand for high-quality real estate remains strong, and projects like Poly Yuexi Bay demonstrate that the market is not lacking in purchasing power but rather in quality offerings [11]

Group 1 - Semiconductor Manufacturing International Corporation (SMIC) plans to acquire 47% equity in SMIC North, with due diligence and evaluation processes still ongoing [1][2] - Zhuhai Gree Supply Chain intends to convert a debt of 200 million yuan into equity to increase capital for Shenzhen Haoneng Technology, changing its status from a wholly-owned subsidiary to a controlling subsidiary [3] - China Huadian Corporation is set to invest 12.043 billion yuan in a combined heat and power generation project integrated with renewable energy in Heilongjiang [4] Group 2 - Yong'an Pharmaceutical announces that some directors and senior management plan to reduce their holdings by up to 0.0799% of the total shares [5] - Lihua Co. reports a 11.44% year-on-year increase in chicken sales revenue for October, totaling 1.461 billion yuan [6] - Degu Technology intends to terminate the acquisition of 100% equity in Haowei Technology due to difficulties in meeting the demands of all parties involved [7] Group 3 - Guocheng Mining plans to pay 3.168 billion yuan in cash to acquire 60% equity in Guocheng Industrial [8] - Yingtang Intelligent Control intends to acquire 100% equity in Guanglong Integration and 80% equity in Aojian Microelectronics, with stock resuming trading on November 10 [9] - Shanshan Holdings announces that its actual controller and major shareholder have divorced, resulting in a change in control [10] Group 4 - Nutaige plans to invest 100 million yuan to establish a wholly-owned subsidiary focused on robotics and related components [11] - Chengxing Co. reports that its Jiangyin factory is currently under temporary shutdown for rectification due to a raw material leak [12] - Xindong Holdings announces that its shareholder Hainan Zhuhua plans to reduce its stake by up to 3% [13] Group 5 - Yonghui Supermarket's vice president has completed a share reduction of 0.0012% [14] - Xi'an Tourism plans to issue A-shares to raise no more than 300 million yuan for working capital and bank loan repayment [15] - Xiaogoods City has successfully acquired land use rights for a commercial site in Yiwu for 3.223 billion yuan [16][17] Group 6 - Tongda Chuangzhi announces a cash dividend of 6 yuan per 10 shares for the 2025 interim period [18] - Shen Nan Electric A received a government subsidy of 8.0518 million yuan, accounting for 36.75% of its last fiscal year's net profit [19] - Founder Technology's subsidiary plans to invest 1.364 billion yuan in an AI expansion project in Chongqing [20] Group 7 - Hezhong China reports significant stock trading fluctuations, indicating a "hot potato" effect [21] - Hengrui Medicine's subsidiary has received approval for clinical trials of SHR-4610 injection for late-stage solid tumors [22] - Sihua Holdings announces the termination of a restructuring investment agreement and continues to seek potential investors [23] Group 8 - Yingwei Technology's subsidiary has won a 27.78% share of a project from China Mobile [24] - Dabeinong reports a 45.20% year-on-year increase in pig sales for October, totaling 5.79 billion yuan [25] - Meihua Biotech's major shareholder has been sentenced for market manipulation, but it does not affect the company's operations [26] Group 9 - Zhongyi Da plans to terminate the issuance of A-shares to specific investors [27] - Zhongji Oil and Gas has received a notice of investigation from the China Securities Regulatory Commission regarding trading violations [28] - China International Trade Corporation announces the resignation of its chairman due to work reasons [29] Group 10 - GAC Group reports a decline in October vehicle sales by 8.10% [30] - Dameng Data has invested 100 million yuan to establish an investment fund focused on the database industry [31] - Zhengbang Technology reports a 78.08% year-on-year increase in pig sales revenue for the first ten months [32] Group 11 - Shanghai Xiba has announced that its directors are under investigation for suspected short-term trading [33] - Changgao Electric New has won a bid for a project from the State Grid worth 246 million yuan [34] - Jianghuai Automobile reports a 5.49% increase in October sales [35] Group 12 - Xintian Green Energy reports a 20.97% year-on-year decrease in power generation for October [36] - Luokang Pharmaceutical's products have been selected in the national centralized procurement [37] - Zhongyuan Home intends to invest 16 million USD in a self-built production base in Vietnam [38] Group 13 - Changcheng Technology has terminated plans for a control change and will resume trading on November 10 [39] - Poly Development reports a significant decrease in signed sales area and amount for October [40] - Wanhua Chemical's MDI phase II facility will undergo maintenance starting November 15 [41]

Group 1 - Company plans to raise no more than 3.6 billion yuan through a private placement to fund seven projects, including a 500,000 kW green power project in Inner Mongolia [1] - Company has received acceptance for a clinical trial application for its self-developed drug for metastatic pancreatic ductal adenocarcinoma [1] - Company intends to establish a joint venture to implement a high-quality gallium arsenide chip construction project with a total investment of 272 million yuan [2] Group 2 - Company reported a revenue of 142 million yuan from pig sales in October, with a total sales volume of 162,800 pigs [3] - Company signed an annual procurement contract to supply 870,000 tons of electrolyte products from 2026 to 2028 [5] - Company plans to reduce its shareholding by up to 3% through various trading methods [7] Group 3 - Company intends to purchase 100 hydrogen fuel cell vehicles for a total price of 78.32 million yuan [9] - Company plans to acquire a 51% stake in a semiconductor equipment company for 510 million yuan [10] - Company has regained eligibility to participate in military procurement activities after being removed from the banned list [12] Group 4 - Company plans to establish a joint venture with state-owned funds for rural development with a total registered capital of 2.87 billion yuan [14] - Company reported a revenue of 1.918 billion yuan from pig sales in October, with a significant year-on-year increase [16][17] - Company plans to distribute a cash dividend of 0.01 yuan per share, totaling 7.9801 million yuan [18] Group 5 - Company has submitted an application for H-share listing on the Hong Kong Stock Exchange [19] - Company received approval for its convertible bond issuance application [20] - Company plans to establish a wholly-owned subsidiary with an investment of 70 million yuan focused on innovative medical research [22] Group 6 - Company reported a 33.87% year-on-year increase in sales volume for October [26] - Company has received a product designation from a leading new energy vehicle brand, with an expected total revenue of approximately 470 million yuan [28] - Company has initiated a key Phase III clinical trial for an innovative eye drop treatment for moderate to severe dry eye syndrome [30] Group 7 - Company reported a total automobile sales volume of 170,700 units in October, a year-on-year decrease of 8.1% [30] - Company plans to invest 16 million USD in establishing a production base in Vietnam [33] - Company has received a warning letter from the regulatory authority due to a breach of commitment by its controlling shareholder [52]

Core Insights - Poly Developments reported a significant decline in both contracted area and amount for October 2025, with a year-on-year decrease of 50.86% in contracted area and 50.12% in contracted amount [1] - For the period from January to October 2025, the company experienced a year-on-year reduction of 28.78% in contracted area and 21.54% in contracted amount [1] Summary by Category - **Contracted Area** - In October 2025, the contracted area was 1.0938 million square meters, down 50.86% year-on-year [1] - From January to October 2025, the total contracted area reached 11.1981 million square meters, reflecting a decrease of 28.78% compared to the previous year [1] - **Contracted Amount** - The contracted amount for October 2025 was 21.116 billion yuan, which is a 50.12% decrease year-on-year [1] - For the period of January to October 2025, the total contracted amount was 222.847 billion yuan, showing a decline of 21.54% year-on-year [1]

Core Viewpoint - Poly Developments (600048.SH) announced the addition of 5 new real estate projects since the disclosure of its previous announcement regarding the acquisition of real estate projects [1] Group 1 - The company has expanded its real estate portfolio by acquiring 5 new projects [1]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2025 年 10 月，公司实现签约面积 109.38 万平方米，同比减少 50.86%；签 约金额 211.16 亿元，同比减少 50.12%。 2025 年 1-10 月，公司实现签约面积 1119.81 万平方米，同比减少 28.78%； 签约金额 2228.47 亿元，同比减少 21.54%。 由于销售过程中存在各种不确定性，上述销售数据可能与定期报告披露的数 据存在差异，相关数据以公司定期报告为准。 证券代码：600048 证券简称：保利发展 公告编号：2025-090 2025 年 10 月份销售情况简报 特此公告。 保利发展控股集团股份有限公司 董事会 二〇二五年十一月八日 ...

证券代码：600048 证券简称：保利发展 公告编号：2025-091 关于本公司获得房地产项目的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 自公司《关于本公司获得房地产项目的公告》（公告编号 2025-087）披露 以来，公司新增加房地产项目 5 个，项目信息如下（具体位置详见附图）： 由于项目开发过程中存在各种不确定性，上述数据可能与定期报告披露的数 据存在差异，相关数据以公司定期报告为准。 特此公告。 图 1：佛山市南海区博华路西侧地块 注：" "为近期新获取项目，" "为历史主要获取项目。 图 2：江门市蓬江区天福路东侧地块 佛山市南海区 博华路西侧地块 江门市蓬江区 天福路东侧地块 图 3：长沙市开福区开福寺路南侧地块 长沙市开福区 开福寺路南侧地块 保利发展控股集团股份有限公司 董事会 二〇二五年十一月八日 单位：平方米、万元 序号 项目名称 获取 方式 土地 用途 用地 面积 规划容积 率面积 我方需支 付价款 权益 比例 1 佛山市南海区 博华路西侧地块 招拍挂 住宅 29,138 72,846 38 ...

Core Points - Poly Development reported a significant decline in contracted area and amount for October 2025, with a contracted area of 1.0938 million square meters, down 50.86% year-on-year, and a contracted amount of 21.116 billion yuan, down 50.12% year-on-year [1] - For the period from January to October 2025, the company achieved a contracted area of 11.1981 million square meters, a decrease of 28.78% year-on-year, and a contracted amount of 222.847 billion yuan, down 21.54% year-on-year [1] - The company added 5 new real estate projects during this period [1]

Core Viewpoint - The company has announced the acquisition of five new real estate projects, with a total payment amounting to 5.121 billion yuan [1] Summary by Category New Projects - The company has added five new real estate projects since the announcement regarding the acquisition of real estate projects [1] - The specific projects include: - A plot of land located on the west side of Bohua Road in Nanhai District, Foshan City - A plot of land located on the east side of Tianfu Road in Pengjiang District, Jiangmen City - A plot of land located on the south side of Kaifus Temple Road in Kaifu District, Changsha City - A plot of land located on the south side of Qinglong Temple Road in Yanta District, Xi'an City - A plot of land located on the south side of Hongqi West Road in Ganjingzi District, Dalian City [1]

Core Viewpoint - Poly Developments (600048.SH) reported a significant decline in both contracted area and amount for October 2025, indicating a challenging market environment for the company and the industry overall [1] Summary by Category Contracted Area - In October 2025, the company achieved a contracted area of 1.0938 million square meters, a year-on-year decrease of 50.86% [1] - From January to October 2025, the total contracted area was 11.1981 million square meters, reflecting a year-on-year decrease of 28.78% [1] Contracted Amount - The contracted amount for October 2025 was 21.116 billion yuan, which represents a year-on-year decrease of 50.12% [1] - For the period from January to October 2025, the total contracted amount reached 222.847 billion yuan, showing a year-on-year decrease of 21.54% [1]