– 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。 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） 補充公告 關於無法表示意見之最新情況 茲提述雅居樂集團控股有限公司（「本公司」，連同其附屬公司，統稱「本集團」）日期 為2025年6月30日的公告（「該公告」）。除另有界定者外，本公告所用詞彙與該公告 所界定者具有相同涵義。 誠如該公告所披露，本公司已作出行動計劃，以減輕其流動性問題及解決無法表示 意見事宜（「行動計劃」）。 本公司謹此就行動計劃提供補充資料： (i) 本集團目前正在進行境外債務重組。於本公告日期，本集團已完成其境外債務 概況的審查、境外債務類別的劃分，並一直透過外聘法律及財務顧問積極與各 不同類別債權人接洽，以推進重組進程。結合已建立的現金流測算模型及模擬 清算分析，本集團將繼續與主要的債權人小組協商，以調整債權人對重組方案 的預期並制定具體條款。重組進程正在按預定時間表推進。本集團目前預計於 ...

公司名稱: 雅居樂集團控股有限公司 呈交日期: 2025年8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) | 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 | 本月底法定/註冊股本總額： HKD 1,000,000,000 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: 2 ...

雅居乐集团：集团已委任财务顾问，以协助其重组境外借款。集团将继续寻求机会出售其资产。 ...

Group 1 - Aoyuan Group (03383.HK) announced a conditional sale agreement with Guangdong Provincial Food Import and Export Group, involving the sale of approximately 35.52 million shares (21.1632% equity) of the target company for approximately RMB 191 million [1] - Aoyuan Group's subsidiary, Yaxin Investment, will also enter into a repurchase agreement with the target company, agreeing to sell approximately 7.95 million shares (4.7360% equity) for approximately RMB 42.79 million [1] - Following the completion of these transactions, Aoyuan Group will no longer hold any shares in the target company, which is currently a joint venture [2] Group 2 - The target company, Guangdong Zhujiangqiao Biotechnology Co., Ltd., specializes in the research, production, and sales of high-salt liquid soy sauce, vinegar, and compound seasonings [2] - As of the announcement date, the target company is a subsidiary of the Provincial Food Group, which holds approximately 31.6440% of its equity, while Yaxin Investment holds approximately 25.8991% [2] - The proceeds from the sale will be used to repay bondholders of the "23 Fan Ya 02" bond, while the proceeds from the repurchase will be allocated for the group's daily operational management [2]

智通财经6月4日电，雅居乐集团5月合约销售额9.30亿元，上年同期16.5亿元。 ...

智通财经5月8日电，雅居乐集团4月合约销售额4.90亿元人民币，1-4月累计合约销售额33.1亿元人民 币。 ...

Financial Performance - The total revenue for the year ended December 31, 2024, was RMB 43,346 million, a slight increase of 0.1% compared to RMB 43,310 million in 2023[7]. - The net loss for 2024 was RMB 17,539 million, representing a significant increase of 37.3% from RMB 12,777 million in 2023, with a net loss margin of 40.5%[7]. - The basic loss per share increased by 18.8% to RMB 3.412 in 2024 from RMB 2.873 in 2023[7]. - The total revenue for the year was RMB 43.346 billion, with property development revenue at RMB 26.552 billion, property management revenue at RMB 13.605 billion, and other business revenue at RMB 3.189 billion, representing 61.3%, 31.4%, and 7.3% respectively[26]. - The net loss for the year was RMB 17.539 billion, an increase of 37.3% compared to the net loss of RMB 12.777 billion in 2023[31]. - Other income fell by 38.4% to RMB 3.189 billion, primarily due to a decline in environmental services and property construction services[35]. Assets and Liabilities - Total assets decreased by 19.2% to RMB 195,496 million in 2024 from RMB 241,808 million in 2023[8]. - Cash and cash equivalents dropped by 51.0% to RMB 4,232 million in 2024, down from RMB 8,637 million in 2023[8]. - Short-term borrowings increased by 48.2% to RMB 38,327 million in 2024, compared to RMB 25,869 million in 2023[8]. - Shareholders' equity fell by 62.3% to RMB 10,344 million in 2024 from RMB 27,442 million in 2023[8]. - Total borrowings amounted to RMB 48.916 billion as of December 31, 2024, compared to RMB 53.554 billion in 2023[50]. - Net debt ratio increased to 103.6% as of December 31, 2024, from 65.8% in 2023[52]. - Total borrowing costs were RMB 4.319 billion, a decrease of 4.7% from RMB 4.531 billion in 2023[55]. Operational Highlights - The company delivered 41,000 units across 33 cities, totaling over 3.77 million square meters[27]. - The pre-sale amount for real estate projects was RMB 15.51 billion, a year-on-year decrease of 65.8%, with a corresponding pre-sale area of 1.161 million square meters, down 61.8%[26]. - The average selling price for confirmed sales increased to RMB 11,667 per square meter, up 5.5% from RMB 11,063 per square meter in 2023[33]. - Property management revenue decreased by 6.4% to RMB 13.605 billion, with total managed area declining to 550.6 million square meters, a decrease of 6.8%[34]. - The company aims to focus on sales and operational stability to mitigate market challenges, as stated by the Chairman[24]. Land Reserves and Projects - The company has a total land reserve of approximately 31.22 million square meters as of December 31, 2024[5]. - The total land reserve amounted to approximately 31.22 million square meters across 78 cities, with an average land cost of RMB 2,565 per square meter[32]. - The total presale amount for real estate projects managed under the "Aoyuan" brand is RMB 15.51 billion, with a total presale area of 1.161 million square meters and an average price of RMB 13,359 per square meter[67]. - The presale area distribution includes 31.5% in South China, 17.9% in Hainan and Yunnan, and 16.5% in East China[79]. - The company has a significant presence in Hainan with 7 projects, totaling a construction area of 8.99 million square meters[89]. Debt Management and Liquidity - The company aims to improve its debt management and develop a reasonable solution for its current overseas debt situation[28]. - The company is facing liquidity pressure and has not paid interest on USD 483 million of 6.05% senior notes due in 2025, which may lead to creditors accelerating debt repayment[61]. - The company is considering comprehensive debt management solutions and has engaged external financial and legal advisors to assess its capital structure and liquidity[63]. Corporate Governance - The company has fully complied with all provisions of the corporate governance code for the year ending December 31, 2024, except for certain deviations from provision C.2.1[159]. - The board consists of 9 members, including 4 executive directors, 2 non-executive directors, and 3 independent non-executive directors[164]. - The management team provides monthly updates to the board regarding the company's performance, condition, and outlook, ensuring transparency and accountability[160]. - The company emphasizes a culture of care and respect for individual needs, aiming to create long-term value for employees, customers, investors, and nature[157]. - The company is committed to maintaining high levels of corporate governance, emphasizing integrity, transparency, accountability, and independence[157]. Awards and Recognition - The company received multiple awards in 2024, including being ranked 21st in the "Top 100 Real Estate Excellence Enterprises" by the Perspective Index Research Institute[20]. - The company has received multiple awards, including "Leading Figure in China's Real Estate Development" and "Top 10 Real Estate CEOs in China" in 2021[153].

Financial Performance - The total revenue for the year ended December 31, 2024, was RMB 43.346 billion, slightly up from RMB 43.310 billion in 2023[2]. - The net loss for the year was RMB 17.539 billion, compared to a net loss of RMB 12.777 billion in 2023, representing an increase in losses[2]. - The overall gross loss was RMB 5.21 billion, with a gross loss margin of 1.2%[5]. - The company reported a revenue of CNY 43,345,885 thousand for the year ended December 31, 2024, compared to CNY 43,310,454 thousand in 2023, reflecting a slight increase[12]. - The gross loss for the year was CNY 521,194 thousand, a marginal improvement from a gross loss of CNY 524,423 thousand in the previous year[12]. - The net loss for the year was CNY 17,539,016 thousand, which is an increase from the net loss of CNY 12,776,851 thousand in 2023, indicating a worsening financial performance[15]. - The basic and diluted loss per share for the company was CNY 3.412, compared to CNY 2.873 in 2023, reflecting increased losses on a per-share basis[12]. - The company reported a significant loss of RMB 600,097 in fines for 2024, compared to RMB 1,363 in 2023[51]. - The loss attributable to shareholders increased by 24.7% to RMB 17.216 billion from RMB 13.801 billion in 2023[91]. Revenue Breakdown - The group’s presale amount was RMB 15.51 billion, with a total presale building area of 1.161 million square meters, reflecting a year-on-year decrease of 65.8%[4]. - The average presale price was RMB 13,359 per square meter, down 10.4% year-on-year[6]. - Total segment sales reached RMB 43,607,840, with property development contributing RMB 26,552,129, property management RMB 13,867,234, and other segments RMB 3,188,477[34]. - Revenue from property sales for the year 2024 is projected to be RMB 26,552,129 thousand, an increase from RMB 23,597,923 thousand in 2023[43]. - The property management services segment generated revenue of RMB 13,605,279 thousand in 2024, compared to RMB 14,533,707 thousand in 2023, indicating a decline[43]. - Total sales for the property development segment reached RMB 23,597,923 thousand, while property management generated RMB 15,443,449 thousand, and other segments contributed RMB 5,178,824 thousand, leading to a total group sales of RMB 44,220,196 thousand[36]. Assets and Liabilities - Total assets decreased from RMB 241.81 billion in 2023 to RMB 195.50 billion in 2024, representing a decline of approximately 19.2%[17]. - Total equity decreased significantly from RMB 62.36 billion in 2023 to RMB 40.28 billion in 2024, a drop of around 35.4%[19]. - Total liabilities decreased from RMB 179.45 billion in 2023 to RMB 155.22 billion in 2024, reflecting a decrease of about 13.5%[19]. - The company's borrowings increased from RMB 25.87 billion in 2023 to RMB 38.33 billion in 2024, an increase of about 48.0%[19]. - The company's total borrowings amounted to RMB 48.916 billion as of December 31, 2024, compared to RMB 53.554 billion in 2023[94]. - The net debt ratio increased to 103.6% as of December 31, 2024, from 65.8% in 2023[97]. Cash Flow and Liquidity - The group faced a significant liquidity issue, with cash and bank balances of RMB 7,189,486,000 against short-term borrowings of RMB 38,326,563,000[70]. - The company has defaulted on borrowings totaling RMB 29,545,597,000 in principal and RMB 615,446,000 in interest due to non-payment[26]. - The company is actively negotiating with financial institutions for the restructuring of its external borrowings[27]. - The company plans to accelerate the sale of its developed and under-development properties to improve liquidity[27]. - The company has engaged external financial and legal advisors to evaluate its capital structure and liquidity situation as part of a comprehensive debt management plan for its overseas debt[111]. Cost Management - The administrative expenses decreased to CNY 2,628,008 thousand from CNY 3,809,526 thousand, indicating improved cost management[12]. - The group's sales and marketing costs for the year amounted to RMB 1.161 billion, an increase of 6.5% compared to RMB 1.090 billion in 2023, primarily due to higher commission expenses[84]. - Other expenses rose by 3.2% to RMB 2.267 billion from RMB 2.198 billion in 2023, primarily due to increased losses from joint ventures and associates[86]. - The company's net financial expenses decreased by 23.7% to RMB 649 million from RMB 851 million in 2023, attributed to a reduction in average loan balances[87]. Corporate Governance and Future Plans - The company has adhered to the corporate governance code throughout the reporting period, with any deviations explained in detail[128]. - The board of directors consists of nine members, including the chairman and CEO, ensuring a unified leadership for the company's development[136]. - The company plans to review its governance arrangements periodically to align with best interests[136]. - The company anticipates that international factors such as inflation will continue to impact the global market economy, and it will adopt a more proactive macroeconomic policy to support consumption and maintain economic growth[118]. - The company aims to enhance marketing efficiency and strictly control costs while focusing on real estate as its core business for sustainable development[120].

I am raising my recommendation from hold to buy on Sabesp (NYSE: SBS ) shares following the release of its 4Q results. This article is a continuation of my coverage that began onMore than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within ...

BEAVERTON, Canada, Jan. 07, 2025 (GLOBE NEWSWIRE) -- These nine large format 3D printers are in addition to a fleet of 36 Additive Manufacturing (AM) machines comprising Digital Light Projection (DLP), MultiJet Printing (MJP), Fused Deposition Modeling (FDM), Liquid Deposition Silicon (LDM) and Selective Laser Sintering (SLS) machines. More than half of Agile’s production fleet (25 of 45 production machines) are 3D Systems machines and materials. Agile Manufacturing is Canada’s largest 3D Printing Service B ...