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: | 2026年1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: | 中國金茂控股集團有限公司 | | | 呈交日期: | 2026年2月4日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.2.0 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 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) 00817 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 13,512,466,348 0 13,512,466,348 增加 / 減少 (-) 0 0 本月底結存 13,512,466,348 0 13,512,466,348 足夠公眾持股量的確認(註4) | 根據《主板上市規則》第13.32D(1)條或第19A.28D(1)條 / 《GEM上市規則》第17.37D(1)條或第 ...

Group 1 - The core viewpoint of the news highlights a positive trend in the Hong Kong real estate sector, with most property stocks experiencing gains, indicating a recovery in the market [1] - The Minister of Housing and Urban-Rural Development, Ni Hong, emphasized three key areas for urban renewal this year: the renovation of old urban communities, the promotion of complete community construction, and the transformation of small public spaces in cities [1] - The government aims to stabilize the real estate market by implementing targeted policies and supporting reasonable financing needs of property companies, as well as addressing the housing demands of residents [1] Group 2 - In the secondary housing market, major cities are showing signs of recovery, with first-tier and strong second-tier cities experiencing increased activity [1] - Data from monitoring agencies indicate that the transaction volume in Beijing, Shanghai, and Shenzhen is improving, with Shanghai's second-hand housing listings decreasing for nine consecutive months, leading to a more balanced supply-demand relationship [1]

Group 1 - The core viewpoint of the news highlights a positive trend in the Hong Kong real estate stocks, with several companies experiencing significant gains, indicating a recovery in the market [1] - The Minister of Housing and Urban-Rural Development, Ni Hong, emphasized three key areas for urban renewal this year: the renovation of old urban communities, the promotion of complete community construction, and the transformation of small public spaces [1] - The government aims to stabilize the real estate market by implementing targeted policies and supporting reasonable financing needs of real estate companies, as well as addressing the housing demands of residents [1] Group 2 - In the secondary housing market, major cities like Beijing, Shanghai, and Shenzhen are showing signs of recovery, with a notable decrease in the number of listings in Shanghai for nine consecutive months, leading to a more balanced supply-demand relationship [1] - Specific stock performance includes China Jinmao rising by 4.4%, Greentown China by 4%, Zhongliang Holdings by over 3%, and New City Development by 1.8%, among others, indicating a general upward trend in the sector [2]

本报记者 陈潇 在房地产行业仍处于深度调整的2025年，中国金茂交出了一份颇具分量的成绩单。第三方机构数据显 示，2025年中国金茂全口径销售额达1135亿元，排名升至行业第八位，较2024年提升四个位次，在行业 整体承压的背景下，中国金茂销售额实现逆势增长153亿元。 拆解这份业绩，不难发现，支撑其排名跃升的，并非规模上的增长，而是高端改善产品的持续兑现。其 中，以"金玉满堂"系列的金茂府为代表产品线，在多个重点城市实现集中热销，正在成为中国金茂穿越 行业周期的重要"压舱石"。 国金茂"金玉满堂"热销现场 公司供图 持续提升产品力 当行业从拼规模转向拼质量，高端改善市场正在成为检验房企真实产品力的重要场域。金茂府作为中国 金茂旗下的拳头产品线，经历十余载发展，已在全国29个城市落地81府。 从最新的产品落地看，金茂府3.0以"自然生长的社区"作为定位，多个项目获得成功。2024年，体北金 茂府作为金茂府3.0首发之作霸榜2024年天津市销售金额排行榜冠军之位，成为当地改善市场的标杆项 目，打开良好局面；2025年，再接再厉，长沙湘江金茂府首开即罄，刷新当地住宅单价纪录；南京江宁 金茂府10月份入市后，连续数 ...

Core Insights - The article emphasizes the necessity for companies to adapt and innovate in the face of economic transformation and industry upgrades, highlighting the importance of strategic determination and continuous growth [1][2] Group 1: Company Strategy and Market Focus - China Jinmao has shifted its focus back to first and second-tier cities, moving away from lower-tier markets to optimize profit potential amid recent real estate market adjustments [4][11] - The company has acquired 21 land parcels in high-energy cities such as Beijing, Shanghai, and Guangzhou, with a total planned construction area of 1.8878 million square meters in 2025 [12][13] - The investment strategy remains focused on high-energy cities, with 66% of investments directed towards Beijing and Shanghai, maintaining an annual investment target of 20-30 billion yuan [13] Group 2: Product Innovation and Sales Performance - China Jinmao has expanded its product lines, introducing the "Jin Yu Man Tang" series to cater to various market segments, which has significantly contributed to sales growth [16][20] - The company achieved a total signed sales revenue of 113.5 billion yuan in 2025, marking a 15.52% year-on-year increase, making it the only company in the top ten to maintain positive growth [20][21] - The average sales price surged to 37,000 yuan per square meter in October, a record high in three years, reflecting the effectiveness of the strategic shift towards high-end products [21] Group 3: Financial Resilience and Debt Management - China Jinmao's gross profit margin has shown signs of recovery, increasing to 16% in the first half of 2025, following a period of pressure due to market conditions [22][28] - The company has implemented a debt management strategy focusing on replacing high-cost debt with lower-interest loans, successfully reducing financing costs to 2.7% in the first half of 2025 [32][34] - The overall debt structure has improved, with a reduction in the proportion of short-term debt and a more balanced maturity profile, indicating a more stable financial position [37][38]

Core Viewpoint - China Jinmao reported its unaudited sales data for December 2025, indicating a significant sales performance in the real estate sector [1] Group 1: Sales Performance - In December 2025, China Jinmao and its subsidiaries achieved a signed sales amount of RMB 12.821 billion, with a signed sales area of 423,200 square meters [1] - For the 12 months ending December 31, 2025, the group accumulated a total signed sales amount of RMB 113.5 billion, which includes sales from various projects such as Changsha Meixi Lake International New City and Nanjing Qinglongshan International Ecological New City, among others [1] - The total signed sales area for the same period reached 4.795 million square meters [1] Group 2: Property Sales - As of December 31, 2025, the group recorded a subscribed (but not yet signed) property sales amount of RMB 720 million [1]

北京商报讯（记者 李晗）2026年1月9日，中国金茂披露2025年12月销售简报。简报显示，2025年12月 中国金茂及其附属公司签约销售金额为128.21亿元，签约销售建筑面积约42.32万平方米。 ...

Core Viewpoint - China Jinmao (00817) reported a signed sales amount of RMB 12.821 billion in December 2025, with a total signed sales amount of RMB 113.5 billion for the year, reflecting a year-on-year growth of 15.52% [1] Group 1: Sales Performance - In December 2025, the company achieved a signed sales amount of RMB 12.821 billion and a signed sales area of 423,200 square meters [1] - For the 12 months ending December 31, 2025, the cumulative signed sales amount reached RMB 113.5 billion, including various significant projects [1] - The cumulative signed sales area for the same period was 4.795 million square meters [1] Group 2: Future Sales Potential - As of December 31, 2025, the company had achieved a subscribed (but not yet signed) property sales amount of RMB 720 million [1]

Core Viewpoint - China Jinmao (00817) reported a signed sales amount of RMB 12.821 billion in December 2025, with a total signed sales amount of RMB 113.5 billion for the year, reflecting a year-on-year growth of 15.52% [1] Group 1: Sales Performance - In December 2025, the group achieved a signed sales amount of RMB 12.821 billion and a signed sales area of 423,200 square meters [1] - For the 12 months ending December 31, 2025, the cumulative signed sales amount reached RMB 113.5 billion, including various significant projects [1] - The cumulative signed sales area for the same period was 4.795 million square meters [1] Group 2: Property Sales - As of December 31, 2025, the group had achieved a subscribed (but not signed) property sales amount of RMB 720 million [1]

格隆汇1月9日丨中国金茂(00817.HK)公布，2025年12月份，公司及其附属公司取得签约销售金额人民币 128.21亿元，签约销售建筑面积423,229.71平方米。截至2025年12月31日止12个月，集团累计取得签约 销售金额共计人民币113,500百万元(其中包含(如有)长沙梅溪湖国际新城项目、南京青龙山国际生态新 城项目、宁波生命科学城项目、嘉兴上海之窗智慧科学城项目、郑州二七区马寨新城项目、温州鳌江国 际新城项目、金华金茂未来科学城项目及上海横沔城市运营项目的成交销售金额)，以及累计签约销售 建筑面积4,794,956.10平方米。 此外，于2025年12月31日，集团已录得已认购(未签约)物业销售金额共计人民币720百万元。 ...