龙湖集团(00960)发布公告，于2025年9月26日，根据有关2024年度末期股息的以股代息计划发行及配发 新股份5445.17万股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 龍湖集團控股有限公司 呈交日期： 2025年9月26日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | | 是 | | | 證券代號 (如上市) 00960 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件 ...

Core Viewpoint - The Hong Kong real estate stocks have shown a significant upward trend, driven by recent policy optimizations aimed at supporting reasonable housing demand across various cities in China [1] Company Performance - Country Garden saw an increase of over 5% in its stock price, while China Overseas Macro Group rose by 4% and Ronshine China by 3.5% [2] - Other notable performers include Vanke Enterprises, Longfor Group, and Oceanwide Holdings, each rising nearly 3%, and China Jinmao increasing by 2% [2] Policy Developments - Multiple cities in China have recently optimized real estate policies, including Dongguan offering a subsidy of 2% of the total purchase price for eligible homebuyers, capped at 30,000 yuan [1] - Sichuan is implementing a "one city, one policy" approach to stabilize the real estate market, while Guangzhou has introduced new policies allowing property companies to sell self-held housing [1] - Major cities like Beijing, Shanghai, and Shenzhen have adjusted their purchase restrictions, indicating a broader trend of policy support for the housing market [1] - New first-tier cities are reportedly studying the latest real estate policies to further stimulate housing demand and enhance purchase support [1]

LONGFOR GROUP HOLDINGS LIMITED 龍湖集團控股有限公司 (Incorporated in Cayman Islands with limited liability) （在開曼群島註冊成立之有限公司） （Hong Kong Stock Code╱香港股份代號：960） NOTIFICATION LETTER 通知信函 26 September 2025 Dear Non-registered Shareholder (Note 1), Longfor Group Holdings Limited (the "Company") Notice of Publication of 2025 Interim Report (the "Current Corporate Communication") The English and Chinese versions of the Company's Current Corporate Communication are available on the Company's website at www.longfor.com and th ...

LONGFOR GROUP HOLDINGS LIMITED 龍湖集團控股有限公司 (Incorporated in Cayman Islands with limited liability) （在開曼群島註冊成立之有限公司） （Hong Kong Stock Code╱香港股份代號：960） NOTIFICATION LETTER 通知信函 26 September 2025 Dear Registered Shareholder, Longfor Group Holdings Limited (the "Company") Notice of Publication of 2025 Interim Report (the "Current Corporate Communication") The English and Chinese versions of the Company's Current Corporate Communication are available on the Company's website at www.longfor.com and the website of ...

目錄 Contents | 2 | 公司資料 | Corporate Information | | --- | --- | --- | | 4 | 集團架構 | Group Structure | | 5 | 業績亮點 | Performance Highlights | | 6 | 主要投資物業 | Major Investment Properties | | 12 | 主要物業權益表 | Schedule of Principal Properties | | 20 | 主席報告 | Chairman's Statement | | 23 | 管理層討論及分析 | Management Discussion and Analysis | | 36 | 權益披露 | Disclosure of Interests | | 40 | 企業管治及其他資料 | Corporate Governance and Other Information | | 43 | 簡明綜合財務報表審閱報告 | Report on Review of Condensed Consolidated Financial Statem ...

Investment Rating - The report maintains a "Strong Buy" rating for Longfor Group (00960.HK) [1][4][10] Core Insights - The decline in H1 2025 performance is primarily attributed to the decrease in gross margin from development business, while the revenue from operational and service segments continues to grow [2][9] - The company is expected to alleviate debt pressure by the end of 2025, with a marginal recovery in free cash flow, which may enhance investment cycles and boost valuations [1][10] Financial Performance Summary - For H1 2025, total revenue was 588 billion CNY, with a year-on-year growth of 25%, while pre-tax profit and net profit decreased by 30% and 45% respectively [2][3] - The gross margin for the overall business fell by 8.0 percentage points to 12.6%, with the development business gross margin dropping by 6.2 percentage points to 0.2% [2][3] - The company reported a core net profit of 14 billion CNY for H1 2025, a decrease of 71% year-on-year [2] Debt and Cash Flow Analysis - The company has successfully reduced its debt scale, with total interest-bearing debt at 169.8 billion CNY, down 9% year-on-year [9] - By the end of 2025, the company is expected to have significantly eased its funding pressure, with a net debt ratio of 51% [9][10] Earnings Forecast - Expected EPS for 2025, 2026, and 2027 are projected to be 0.71, 0.89, and 1.14 CNY per share, with corresponding PE ratios of 15.3, 12.1, and 9.5 [1][10]

此外，2025年8月，龙湖集团新增一块土地储备，总建筑面积2.47万平方米，权益建筑面积1.06万平方 米，权益地价1.58亿元。 新京报贝壳财经讯9月9日晚，龙湖集团控股有限公司(简称"龙湖集团")披露，2025年8月，龙湖集团实 现合同销售金额47.3亿元，其中，归属公司股东权益的合同销售金额33.9亿元，归属公司股东权益的合 同销售面积31万平方米。 公告显示，2025年1-8月，龙湖集团累计实现总合同销售金额457.4亿元，合同销售面积349.6万平方米。 ...

Core Insights - Longfor Group reported its operational data and new land reserves for the period ending August 2025, indicating a total contract sales amount of RMB 45.74 billion and a contract sales area of 3.496 million square meters from January to August 2025 [1] - In August 2025 alone, Longfor Group achieved total contract sales of RMB 4.73 billion with a sales area of 414,000 square meters [1] - The company acquired a new land reserve in Chengdu in August 2025, with a total construction area of 24,700 square meters and an equity construction area of 10,600 square meters, at an equity land price of RMB 158 million [1]

Core Viewpoint - Longfor Group reported its unaudited operating brief for August, indicating a total contract sales amount of 3.39 billion yuan and a contract sales area of 310,000 square meters in August [1] Group Summary - In August, Longfor Group and its subsidiaries achieved total contract sales of 3.39 billion yuan [1] - The total contract sales area for the same period was 310,000 square meters [1]