本文源自：财华网 【财华社讯】碧桂园(02007.HK)公布，公司已指定2025年12月30日为重组生效日期，惟须按照该计划第 13.2条(豁免本计划条文)达成或豁免所有重组条件(倘适用)后，方可作实。 ...

Core Viewpoint - The debt restructuring of three major real estate companies in China, namely Country Garden, CIFI Holdings, and Sunac, has been successfully completed, marking a significant step towards debt reduction and risk clearance in the industry by 2025 [1] Group 1: Debt Restructuring Announcements - Country Garden announced that December 30, 2025, will be the effective date for its debt restructuring [1] - CIFI Holdings confirmed that all conditions for its offshore debt restructuring have been met, with the plan officially taking effect on December 29, 2025 [1] - Sunac declared that all prerequisites for its comprehensive offshore debt restructuring were fulfilled, with the effective date set for December 23, 2025 [1] Group 2: Impact on Financial Health - The debt restructuring has led to a significant reduction in total debt for these companies, alleviating the risk of concentrated repayments in the coming years [1] - The restructuring is expected to save substantial interest expenses annually, providing a buffer for operational recovery [1]

Core Viewpoint - The debt restructuring of real estate companies has entered a "2.0" phase, with significant progress in reducing debt and improving financial stability, particularly for major private firms like Country Garden, Sunac, and CIFI [2][3]. Group 1: Debt Restructuring Progress - By December 2025, major real estate companies have successfully completed their debt restructuring, significantly reducing their total debt and alleviating immediate repayment pressures [2]. - Country Garden announced a restructuring effective from December 30, 2025, while CIFI and Sunac also confirmed the completion of their overseas debt restructuring [2]. - The total debt reduction achieved by these companies is estimated to be around 1.2 trillion yuan, with approximately 21 distressed firms having completed their debt restructuring this year [4]. Group 2: Changes in Debt Restructuring Models - The debt restructuring model has shifted from "extension strategies" to "deep restructuring," focusing on substantial debt reduction rather than merely extending repayment timelines [3]. - Current typical methods for debt restructuring include debt-to-equity swaps, asset-for-debt exchanges, and long-term extensions, with debt reduction ratios ranging from 40% to 70% [3]. Group 3: Financial Metrics Post-Restructuring - After restructuring, the total interest-bearing liabilities for Country Garden, Sunac, and CIFI are projected to be below 208.3 billion yuan, 178.8 billion yuan, and approximately 50 billion yuan, respectively [4]. - The overseas debt restructuring for these companies has seen significant reductions, with Country Garden reducing its overseas debt by 66% and CIFI by 67% [4]. Group 4: Future Outlook and Challenges - The real estate industry is expected to continue facing challenges, with some companies like China Fortune Land Development encountering new issues in their restructuring processes [5]. - The focus for 2026 will be on balancing risk prevention and transformation, with expectations that the debt restructuring process will accelerate, contributing to the long-term health of the industry [5].

证券时报·数据宝统计，碧桂园服务在港交所公告显示，12月29日以每股5.950港元至6.100港元的价格回 购200.00万股，回购金额达1206.06万港元。该股当日收盘价5.990港元，下跌1.80%，全天成交额 9219.45万港元。 自12月24日以来公司已连续2日进行回购，合计回购307.20万股，累计回购金额1862.98万港元。 其间该 股累计下跌2.76%。 今年以来该股累计进行66次回购，合计回购6082.90万股，累计回购金额3.84亿港元。（数据宝） 碧桂园服务回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.12.29 | 200.00 | 6.100 | 5.950 | 1206.06 | | 2025.12.24 | 107.20 | 6.140 | 6.100 | 656.92 | | 2025.12.19 | 100.00 | 6.290 | 6.250 | 625.95 | | 2025.12.18 | 270.00 | 6.350 ...

智通财经APP讯，碧桂园(02007)发布公告，公司已指定2025年12月30日为重组生效日期，惟须按照该计 划第13.2条(豁免本计划条文)达成或豁免所有重组条件(倘适用)后，方可作实。 ...

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。 本公告僅供參考，並不構成收購、購買或認購本公司證券的邀請或要約。本公告並非亦不構成在美國或在根 據其證券法進行登記或取得資格前要約購買或出售任何證券或招攬購買或出售任何證券的要約或銷售任何 證券即屬違法的任何其他司法權區進行該等要約或招攬的任何部份。本公告所述的證券並未亦不會根據 1933年美國證券法登記，在未經登記或獲豁免登記的情況下不得在美國境內發售、出售或以其他方式轉讓。 在美國公開發售的任何證券均將透過售股章程進行，售股章程可從本公司獲得，其中包含有關本公司及管理 層的詳細資料以及財務報表。本公司無意在美國登記本公告所述任何發售的任何部份。 （於開曼群島註冊成立之有限公司） （股份代號：2007） 境外債務重組的最新資料 指定重組生效日期的通知 本公告乃由碧桂園控股有限公司（「本公司」，連同其附屬公司統稱「本集團」）自願作 出。 茲提述本公司日期為2023年10月10日、2024年1月16日、2 ...

碧桂园服务(06098)发布公告，于2025年12月29日，该公司斥资1206.06港元回购200万股。 ...

智通财经APP讯，碧桂园服务(06098)发布公告，于2025年12月29日，该公司斥资1206.06港元回购200万 股。 ...

格隆汇12月29日丨碧桂园服务(06098.HK)发布公告，2025年12月29日耗资1206.06万港元回购200万股， 回购价格每股5.95-6.1港元。 ...

近日，碧桂园公告，公司于2022年12月25日发行了"碧桂园地产集团有限公司2022年度第二期中期票 据"（债券简称："22碧桂园MTN002"），发行总额为人民币10亿元，票面利率4.30%，债券期限3年。 公司通过盘活反担保抵押资产筹集兑付资金，已于2025年12月26日完成"22碧桂园MTN002"的本息兑 付。 ...