Core Insights - China Overseas Development (00688) reported a contract property sales amount of approximately RMB 11.85 billion in July 2025, representing a year-on-year decline of 10.2% while the corresponding sales area increased by 20.8% to approximately 660,200 square meters [1] - From January to July 2025, the cumulative contract property sales amount reached approximately RMB 132 billion, with a year-on-year decrease of 18.3%, and the cumulative sales area was about 5.78 million square meters, down 3.4% year-on-year [1] - As of July 31, 2025, the company achieved recognized property sales of approximately RMB 7.21 billion, expected to convert into contract property sales in the coming months [1] Land Acquisition - In July 2025, the group acquired five land parcels in Shenzhen, Jinan, and Shanghai, with an equity construction area of approximately 511,500 square meters, and the corresponding land premium was about RMB 14.90 billion [1] - From January to July 2025, the total land area acquired by the group was approximately 3.08 million square meters, with a cumulative payable land premium of about RMB 55.01 billion [1] - In July 2025, China Overseas Hongyang Group acquired a land parcel in Baotou City, Inner Mongolia, with an equity construction area of approximately 156,900 square meters, and the land premium for this acquisition was about RMB 291 million [1]

2025年7月，该集团在深圳、济南和上海共收购了五幅地块，权益建筑面积约51.15万平方米。集团就相 关土地收购的权益土地出让金约人民币148.98亿元。2025年1月至7月，集团收购的土地累计应占楼面面 积约307.93万平方米，累计应付的权益土地出让金约人民币550.07亿元。 此外，2025年7月，中国海外宏洋集团在内蒙古自治区包头市收购了1幅地块，权益建筑面积约15.69万 平方米。中国海外宏洋集团就相关土地收购的权益土地出让金约人民币2.91亿元。 中国海外发展(00688)发布公告，于2025年7月，中国海外系列公司的合约物业销售金额约人民币118.50 亿元，按年下跌10.2%;而相应的销售面积约为66.02万平方米，按年上升20.8%。 2025年1月至7月，中国海外系列公司累计合约物业销售金额约人民币1320.00亿元;而相应的累计销售面 积约578万平方米，分别按年下跌18.3%及3.4%。 此外，截至2025年7月31日，中国海外系列公司取得已认购物业销售约人民币72.10亿元，预期将于往后 数月内转化为合约物业销售。 ...

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。 一、物業銷售更新 於二零二五年七月，中國海外系列公司的合約物業銷售金額約人民幣118.50億元，按年 下跌10.2%；而相應的銷售面積約為660,200平方米，按年上升20.8%。合約物業銷售金額 和相應的銷售面積的詳情如下列表1所示。 二零二五年一月至七月，中國海外系列公司累計合約物業銷售金額約人民幣1,320.00億 元；而相應的累計銷售面積約5,780,000平方米，分別按年下跌18.3%及3.4%。 此外，截至二零二五年七月三十一日，中國海外系列公司錄得已認購物業銷售約人民幣 72.10億元，預期將於往後數月內轉化為合約物業銷售。 1 | | 合約物業銷售 | 銷售面積 | | --- | --- | --- | | | （人民幣億元） | （萬平方米） | | 本公司及其附屬公司 | | | | 地區明細（附註一） | | | | 南部大區 | 12.09 | 5.19 | | 東部大區 | ...

Core Points - The China Securities Hong Kong 300 Real Estate Index (H300 Real Estate) has shown significant growth, with a 1.92% increase over the past month, 10.68% over the past three months, and 17.07% year-to-date [1] Group 1: Index Performance - The H300 Real Estate Index is currently at 1044.32 points [1] - The index is designed to reflect the overall performance of different industries in the Hong Kong market, based on the China Securities industry classification standards [1] Group 2: Index Composition - The top ten weighted stocks in the H300 Real Estate Index are: - Sun Hung Kai Properties (14.53%) - Beike-W (12.67%) - Link REIT (12.16%) - China Resources Land (11.15%) - Cheung Kong Property (8.22%) - China Overseas Land & Investment (6.34%) - Wharf Real Estate Investment (4.86%) - Henderson Land Development (4.35%) - Longfor Group (2.99%) - China Resources Mixc Lifestyle (2.79%) [1] - The index is fully composed of stocks listed on the Hong Kong Stock Exchange [1] Group 3: Sector Breakdown - The sector composition of the H300 Real Estate Index includes: - Real Estate Development: 57.95% - Real Estate Services: 21.50% - Real Estate Investment Trusts (REITs): 13.05% - Real Estate Management: 7.50% [2] Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to changes in the underlying index [2]

Core Points - The Shanghai Composite Index decreased by 0.37%, while the China Trading Service Real Estate Index (CESCPD) fell by 0.46%, closing at 1332.63 points with a trading volume of 2.6 billion yuan [1] - Over the past month, the CESCPD has increased by 3.11%, by 1.96% over the last three months, and has risen by 9.02% year-to-date [1] - The CESCPD aims to track the overall performance of publicly listed companies in the mainland real estate development, service, management, and park industries within the Hong Kong Stock Connect [1] Index Composition - The top ten weighted stocks in the CESCPD are: China Resources Land (10.51%), China Overseas Development (9.47%), Beike-W (8.9%), Longfor Group (8.36%), China Resources Mixc Lifestyle (7.8%), Country Garden Services (4.73%), China Jinmao (4.56%), Sunac China (4.4%), Wanwu Cloud (4.03%), and Poly Property (3.76%) [1] - The CESCPD's holdings are entirely composed of stocks listed on the Hong Kong Stock Exchange, with a 100% allocation [1] - The index's holdings are exclusively in the real estate sector, also accounting for 100% [1]

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 FF301 II. 已發行股份及/或庫存股份變動 | 截至月份: | 2025年7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: | 中國海外發展有限公司 | | | 呈交日期: | 2025年8月1日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 | 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) | 00688 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 10,944,883,535 | | 0 | | 10,944,883,535 | | 增加 / 減少 (-) | | | 0 ...

Group 1 - The stock price of XD Shanghai Petrochemical (600688) closed at 2.96 yuan, up 0.68% with a turnover rate of 0.72% and a trading volume of 525,000 hands, amounting to 155 million yuan [1] - The latest financial report shows that for Q1 2025, the company reported total revenue of 19.521 billion yuan, a year-on-year decrease of 8.28%, and a net profit attributable to shareholders of 89.839 million yuan, a year-on-year decrease of 206.87% [1] - The company has a current ratio of 1.299, a quick ratio of 0.924, and a debt-to-asset ratio of 39.31% [1] Group 2 - China Petrochemical Shanghai Petrochemical Co., Ltd. has made investments in 22 enterprises and participated in 5,000 bidding projects [2] - The company holds 51 trademark registrations and 1,292 patents, along with 12,807 administrative licenses [2]

Group 1: Real Estate Regulations - Guangdong Province has issued guidelines prohibiting the registration of "small property rights houses" and illegal land use, ensuring that the rights of citizens are protected [1] - The guidelines emphasize that any illegal construction or land use cannot be legitimized through registration, maintaining strict adherence to land use regulations [1] Group 2: Housing Fund Adjustments - Zhengzhou has announced an increase in the monthly housing fund contribution limits for 2025, with a maximum contribution base of 27,520 yuan and a maximum monthly contribution of 6,604 yuan [2] - The minimum contribution base is set at 2,100 yuan, with a minimum monthly contribution of 210 yuan [2] - Similarly, Henan Province has aligned its housing fund contribution limits with Zhengzhou, establishing the same maximum and minimum contribution bases and amounts for 2025 [3] Group 3: Real Estate Sales Performance - China Overseas Development reported a contract property sales amount of approximately 29.713 billion yuan in June, reflecting a year-on-year decline of 36.3%, with a sales area of about 1.3718 million square meters, down 6.7% year-on-year [4] - Country Garden disclosed a contract sales amount of approximately 2.81 billion yuan in June, with a sales area of about 350,000 square meters [5]

Group 1 - China Overseas Development has submitted application materials for public fund registration and listing to the China Securities Regulatory Commission and Shenzhen Stock Exchange on June 25, 2025 [1] - The related asset for the infrastructure REIT is a shopping center located in Nanhai District, Foshan, China, owned by a wholly-owned subsidiary of the company [1] - The company has applied for a waiver from strict compliance with the application guidance regarding guarantee quota requirements, which has been granted by the Stock Exchange [1] Group 2 - Huaxia Fund will establish a closed-end publicly listed infrastructure securities investment fund and will be responsible for its daily operations, with an expected fundraising of RMB 1.355 billion [2] - Upon completion of the proposed listing, the public fund will use the proceeds to subscribe to all equity of the asset-backed special plan, which will then acquire all equity of the project company and repay its debts [2] - After the acquisition is completed, the project company will be 100% owned by the infrastructure REIT and will no longer be a subsidiary of the company [2]

中国海外发展5月合约销售额238.5亿元，同比增长21.1％。 ...