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: 重新提交 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) | 00960 | 說明 | | | | | | | | | | | 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 FF301 致：香港交易及結算所有限公 ...

致：香港交易及結算所有限公司 公司名稱: 龍湖集團控股有限公司 呈交日期: 2026年2月2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) | 00960 | 說明 | | | | | | | | | | | 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 ...

Core Viewpoint - The real estate market is undergoing a significant transformation from "incremental development" to "stock operation," with Longfor Group's operational resilience and strategic value becoming crucial for navigating this cycle [1] Group 1: Operational Performance - In 2025, Longfor Group achieved a contract sales amount of 63.16 billion yuan, with operational revenue reaching approximately 28.54 billion yuan, marking a historical high [2] - The operational business, contributing about 15.19 billion yuan and service business about 13.35 billion yuan, is becoming a stable foundation for Longfor's performance amidst market volatility [2][3] - Longfor's management aims to position operational and service businesses as the "growth engine" to address the demands of the stock era [2] Group 2: Commercial Investment and Asset Management - Longfor's commercial investment added 13 new shopping centers in 2025, bringing the total to over 100 across 26 high-energy cities, supporting rental income growth [3] - The company focuses on "refined operations" and "product iteration," enhancing customer experience through unique marketing initiatives and project upgrades [3] - The asset management segment, particularly the long-term rental apartment brand "Guan Yu," has maintained a leading position in the industry, enhancing product quality and occupancy rates [4] Group 3: Technology and Service Expansion - Longfor's service business, led by Longfor Smart Living, is evolving from traditional property management to a comprehensive smart city service provider [5] - The company has expanded its service capabilities across 13 categories, securing significant projects in various urban settings, showcasing its operational strength [5] - Longfor's investment in technology, including over 10 billion yuan in R&D, has led to the development of the HALO smart space management platform, enhancing service efficiency and quality [6] Group 4: Strategic Insights - Longfor's operational breakthroughs are a result of its "One Longfor" ecosystem, where commercial projects enhance residential and community services, creating a synergistic flow of benefits [7] - The transition from developer to service operator requires a long-term strategic focus, continuous product innovation, and a strong technological foundation [7] - Longfor's stable cash flow and profit from operational businesses help mitigate cyclical fluctuations in the development industry, providing essential support for the group's overall stability [7]

Group 1 - The core viewpoint of the article highlights Longfor Group's strong performance in 2025, achieving a total contract sales amount of 63.16 billion yuan and a sales area of 5.186 million square meters, despite a challenging real estate market in China [2] - Longfor Group's operational revenue reached approximately 28.54 billion yuan, marking a historical high, with operational business revenue at about 15.19 billion yuan and service business revenue at around 13.35 billion yuan [2] - In 2025, Longfor's residential products demonstrated significant influence in key cities, ranking among the top five in seven cities and achieving top positions in Chongqing and Guiyang, while entering the top ten in 14 cities nationwide [2] Group 2 - In the operational business segment, Longfor successfully added 13 shopping centers and continued to upgrade existing commercial properties [3] - The asset management division, including the long-term rental apartment brand "Guan Yu," had 127,000 operational units by the end of 2025, and the new vibrant street brand "Huan Si" launched in four cities [3] - Longfor's service business acquired several landmark projects and leveraged digital technology to enhance service quality, with the "Longfor Longzhizao" brand achieving a new construction area of 13.87 million square meters and a sales amount of 20.62 billion yuan [3] Group 3 - Huatai Securities expressed optimism about Longfor Group, noting the potential for value release in commercial real estate, service business growth driven by technology, and the recovery dynamics in the development sector [4] - The company has maintained a compound annual growth rate of approximately 14.1% in shopping mall operational area since 2022, supporting rental income growth [4] - Technology empowerment is seen as a critical future growth point for Longfor, contributing to excess profit margins in the service sector [4]

集团2025年12月新增一块土地储备，总建筑面积6.36万平方米，权益建筑面积6.36万平方米，权益地价 人民币7.66亿元。 截止2025年12月末，集团实现经营性收入约人民币267.7亿元(含税金额约人民币285.4亿元)；其中运营 收入约人民币141.9亿元(含税金额约人民币151.9亿元)，服务收入约人民币125.8亿元(含税金额约人民币 133.5亿元)。 12月新增一块土地储备，总建筑面积6.36万平方米，权益建筑面积6.36万平方米，权益地价人民币7.66 亿元。 1月12日，龙湖集团发布2025年12月及全年未经审核营运数据及12月新增土地储备。 截止2025年12月末，集团累计实现总合同销售金额人民币631.6亿元，合同销售面积518.6万平方米，12 月单月实现总合同销售金额人民币37.7亿元，合同销售面积44.7万平方米；12月单月实现归属公司股东 权益的合同销售金额人民币23.8亿元，归属公司股东权益的合同销售面积28.6万平方米。 ...

2025年12月，龙湖集团新增一块土地储备，总建筑面积6.36万平方米，权益建筑面积6.36万平方米，权 益地价人民币7.66亿元。 截至2025年12月末，龙湖集团实现经营性收入约人民币267.7亿元（含税金额约人民币285.4亿元）；其 中运营收入约人民币141.9亿元（含税金额约人民币151.9亿元），服务收入约人民币125.8亿元（含税金 额约人民币133.5亿元）。 2025年1—12月，龙湖集团累计实现总合同销售金额人民币631.6亿元，合同销售面积518.6万平方米。 2025年12月，龙湖集团实现总合同销售金额人民币37.7亿元，合同销售面积44.7万平方米。 央广网北京1月13日消息（记者门庭婷）1月12日，龙湖集团发布2025年12月及全年未经审核营运数据。 ...

Core Viewpoint - Longfor Group reported strong operational data for 2025, achieving a contract sales amount of 63.16 billion yuan and a sales area of 5.186 million square meters, despite a challenging real estate market in China [1][4]. Group 1: Financial Performance - Longfor Group's total operating revenue for 2025 reached approximately 28.54 billion yuan (including tax), marking a historical high, with operational business revenue of about 15.19 billion yuan and service business revenue of around 13.35 billion yuan [1][4]. - The overall sales scale of Longfor Group remains among the industry leaders, with the company ranking in the top five in seven cities and achieving first place in Chongqing and Guiyang [5]. Group 2: Business Strategy and Development - Longfor Group's operational business showed proactive strategic enhancements, including the addition of 13 new shopping centers and ongoing upgrades of existing commercial properties [2][5]. - The asset management segment, particularly the long-term rental apartment brand "Guan Yu," had 127,000 operational units by the end of 2025, while the new vibrant street brand "Huan Si" launched in four cities [2][5]. Group 3: Future Growth Potential - The management emphasized that the continuous development of operational and service businesses will be crucial for the company's growth and adaptation to the current market conditions [6]. - Huatai Securities expressed optimism about Longfor Group, highlighting the potential for value release in commercial real estate, service business growth driven by technology, and recovery dynamics in the market [6].

北京商报讯（记者 李晗）1月12日，龙湖集团披露2025年12月未经审核经营简报。简报显示，2025年12 月龙湖集团连同其附属公司总合同销售金额37.7亿元，合同销售面积44.7万平方米。 ...

Core Viewpoint - Longfor Group (00960) announced a total contract sales amount of 63.16 billion yuan and a contract sales area of 5.186 million square meters by the end of December 2025 [1] Group 1: Sales Performance - In December alone, the total contract sales amount reached 3.77 billion yuan, with a contract sales area of 447,000 square meters [1] - The contract sales amount attributable to the company's shareholders was 2.38 billion yuan, with an area of 286,000 square meters [1] - The total contract sales amount for the year 2025 was distributed regionally: 18.24 billion yuan in the West, 15.21 billion yuan in the Bohai Rim, 17.17 billion yuan in the Yangtze River Delta, 5.74 billion yuan in Central China, and 6.8 billion yuan in South China [1] Group 2: Land Acquisition - In December 2025, the company added a new land reserve with a construction area of 63,600 square meters and an equity land price of 766 million yuan [1] Group 3: Revenue Generation - By the end of December 2025, the company achieved operating revenue of approximately 26.77 billion yuan (including tax amounting to about 28.54 billion yuan), with operational revenue around 14.19 billion yuan and service revenue approximately 12.58 billion yuan [1]

Core Viewpoint - Longfor Group (00960.HK) reported a total contract sales amount of RMB 63.16 billion and a contract sales area of 5.186 million square meters by the end of December 2025 [1] Group 1: Sales Performance - In December, the total contract sales amount reached RMB 3.77 billion, with a contract sales area of 447,000 square meters [1] - The contract sales amount attributable to shareholders in December was RMB 2.38 billion, with an area of 286,000 square meters [1] Group 2: Stock Performance - As of January 12, 2026, Longfor Group's stock closed at HKD 9.15, down 2.03%, with a trading volume of 24.5173 million shares and a turnover of HKD 224 million [1] - The stock has a market capitalization of HKD 65.769 billion, ranking 11th in the real estate development sector [1] Group 3: Analyst Ratings - The majority of investment banks maintain a "buy" rating for Longfor Group, with one bank issuing a buy rating in the last 90 days [1] - The average target price over the last 90 days is HKD 15.21, as per Huatai Securities' latest report [1]