Group 1 - The core viewpoint of the article highlights a collective rise in Hong Kong's property stocks, driven by government reforms aimed at stabilizing the real estate market and addressing sector challenges [1] - The Ministry of Housing and Urban-Rural Development of China has announced plans to deepen reforms and promote breakthroughs in housing, real estate, urban construction, and the construction industry [1] - Several property companies are undergoing domestic debt restructuring, including Country Garden, Sunac China, Longfor Group, and CIFI Holdings [1] Group 2 - Notably, the luxury housing market in Shanghai has seen a surge, with a recent launch of 120 units in the Kerry Jinling Huating Phase II selling out completely, generating a sales revenue of 9.843 billion yuan in a single day [1] - Specific property stocks such as Longfor Group and Jianfa International have seen increases of nearly 4%, while Shimao Group and China Overseas Grand Oceans have risen by nearly 3% [1] - The article provides a detailed list of stock performance for various property companies, indicating positive market sentiment [1]

| 代码 | 名称 | 涨跌幅 ^ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | | 09993 | 金辉控股 | 0 -8.97% | 2.840 | 114.88亿 | | 02007 | 碧桂元 | -8.70% | 0.630 | 176.33 Z | | 00813 | 世茂集团 | -8.24% | 0.390 | 31.32亿 | | 03383 | 雅居乐集团 | -7.41% | 0.500 | 25.23 乙 | | 00884 | 旭辉控股集团 | -7.17% | 0.246 | 25.85 乙 | | 02772 | 中梁控股 | -6.90% | 0.081 | 3.54Z | | 02777 | 富力地产 | -6.76% | 0.690 | 25.89亿 | | 03377 | 远洋集团 | -6.32% | 0.163 | 18.97亿 | | 01918 | 融创中国 | -6.21% | 1.660 | 190.4 Z | | 02202 | 万科企业 | -6.13% | 5.510 | 657.38 Z | | 03301 ...

消息面上，近日，多家房企债务重组取得新进展。9月15日下午，旭辉集团披露，公司7笔境内债整体重 组方案获债券持有人会议表决通过，涉及金额合计约100.6亿元。此外，佳兆业集团9月2日宣布，其境 外债务重组取得关键性进展。通过债务展期、债转股、资产处置等方式，佳兆业对原有债务结构进行系 统性优化，重组方案预计于9月底正式落地生效。而在此之前，龙光境内债以及世茂、禹洲等房企境外 债重组，先后获通过。 另外，北京时间9月18日凌晨，市场将迎来美联储9月议息会议结果。市场观点普遍认为，9月美联储降 息"板上钉钉"。国金证券表示，考虑到美联储降息预期提升刺激流动性，当前地产板块估值偏低，建议 逢低配置地产股。国信证券认为，8月地产基本面进一步走弱，考虑到当前地产基本面尤其是房价走 势，地产股很难有趋势性行情，但8月以来，北京、上海、深圳陆续出台放松限购限贷的地产新政，9月 依然是地产股政策博弈窗口期。 内房股尾盘拉升，截至发稿，碧桂园(02007)涨12.9%，报0.7港元；世茂集团(00813)涨8.86%，报0.43港 元；富力地产(02777)涨7.25%，报0.74港元；远洋集团(03377)涨6.13%，报0 ...

另外，北京时间9月18日凌晨，市场将迎来美联储9月议息会议结果。市场观点普遍认为，9月美联储降 息"板上钉钉"。国金证券表示，考虑到美联储降息预期提升刺激流动性，当前地产板块估值偏低，建议 逢低配置地产股。国信证券认为，8月地产基本面进一步走弱，考虑到当前地产基本面尤其是房价走 势，地产股很难有趋势性行情，但8月以来，北京、上海、深圳陆续出台放松限购限贷的地产新政，9月 依然是地产股政策博弈窗口期。 消息面上，近日，多家房企债务重组取得新进展。9月15日下午，旭辉集团披露，公司7笔境内债整体重 组方案获债券持有人会议表决通过，涉及金额合计约100.6亿元。此外，佳兆业集团9月2日宣布，其境 外债务重组取得关键性进展。通过债务展期、债转股、资产处置等方式，佳兆业对原有债务结构进行系 统性优化，重组方案预计于9月底正式落地生效。而在此之前，龙光境内债以及世茂、禹洲等房企境外 债重组，先后获通过。 智通财经APP获悉，内房股尾盘拉升，截至发稿，碧桂园(02007)涨12.9%，报0.7港元；世茂集团(00813) 涨8.86%，报0.43港元；富力地产(02777)涨7.25%，报0.74港元；远洋集团(03377 ...

Core Viewpoint - The Chinese real estate sector is experiencing a collective decline, with significant drops in stock prices for major companies, driven by negative investment and sales data released by the National Bureau of Statistics [1] Group 1: Market Performance - Major real estate stocks such as Shimao Group, Zhongliang Holdings, Sunac China, and China Overseas Grand Oceans have seen declines of 4.71%, 3.41%, 3.21%, and 3.07% respectively [1] - As of the end of August, the total investment in real estate development reached 60,309 billion yuan, reflecting a year-on-year decrease of 12.9% [1] Group 2: Sales Data - From January to August, the sales area of new commercial housing was 57,304 million square meters, down 4.7% year-on-year, with residential sales area also decreasing by 4.7% [1] - The sales revenue for new commercial housing was 55,015 billion yuan, a decline of 7.3%, with residential sales revenue dropping by 7.0% [1] Group 3: Inventory and Market Dynamics - As of the end of August, the unsold inventory of commercial housing was 76,169 million square meters, which is a reduction of 3.17 million square meters compared to the end of July [1] - The report from CMB International indicates that the overall supply and demand in the housing market remain weak, with increasing differentiation between cities and projects [1] Group 4: Policy Impact and Future Outlook - August saw a focus on policies related to housing provident funds and easing restrictions, aimed at stimulating market activity [1] - The expectation for September is a traditional peak marketing season, where real estate companies may accelerate their sales efforts and increase discounts, particularly in core first-tier cities where favorable policies are being introduced [1]

Group 1 - The overall performance of the domestic real estate stocks has declined, with notable drops in companies such as Shimao Group down 4.71% and China Overseas Macro Group down 3.07% [1] - National Bureau of Statistics reported that from January to August, real estate development investment reached 60,309 billion yuan, a year-on-year decrease of 12.9% [1] - New residential sales area decreased by 4.7% to 57,304 million square meters, while the sales amount fell by 7.0% to 55,015 billion yuan [1] Group 2 - The real estate market remains soft due to prolonged hot weather, with increasing differentiation between cities and projects [2] - Recent policies aimed at stimulating the market include expanding the use of housing provident funds and relaxing purchase restrictions [2] - A traditional marketing peak is expected in September, with opportunities for real estate companies to accelerate project launches and increase discount offerings [2]

Yours faithfully, Lam Yee Mei, Katherine Company Secretary (Incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立之有限公司） （Stock Code 股份代號：813） 10 September 2025 Dear Non-registered Shareholder(s), New Arrangements for Dissemination of Corporate Communications Pursuant to Rule 2.07A of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Listing Rules"), Shimao Group Holdings Limited (the "Company") will disseminate its future corporate communications ...

簡介 登記股東之名稱及地址 SHIMAO GROUP HOLDINGS LIMITED 世茂集團控股有限公司 （於開曼群島註冊成立 之有限公司） （ 股份代號 : 813） （於開曼群島註冊成立之有限公司） （股份代號：813） 各位登記股東： 發佈公司通訊之新安排 根據香港聯合交易所有限公司證券上市規則（「上市規則」）第 2.07A 條以及世茂集團控股有限公 司（「本公司」）的組織章程細則，本公司將以電子方式向股東 2 發佈其日後的公司通訊（「公司通 訊 1」），並僅應股東要求向其寄發印刷本形式的公司通訊。 就此而言，以下安排將於 2025 年 9 月 10 日生效。 安排 1. 可供採取行動的公司通訊 3 本公司將通過電郵以電子通訊方式向股東個別地發送可供採取行動的公司通訊。如果本公司沒 有獲取股東的電郵地址或其提供的電郵地址無效 4 ，本公司將以印刷本形式向其發送可供採取行 動的公司通訊，連同一份索取股東有效電郵地址的回條，以便將來以電子通訊方式發送可供採 取行動的 公司通訊 ，直至 股東向本公司的香港股份 過戶及 登記分處 卓佳證券登記有限公司 （「股份過戶登記分處」）提供一個可用及有效的電郵地址（詳 ...

Core Viewpoint - Shimao Group's stock price surged over 27% during trading, attributed to the extension of a HKD 10 billion loan due to unsuccessful sale to private credit investors [1] Group 1: Stock Performance - Shimao Group's stock rose by 24.59%, reaching HKD 0.38, with a trading volume of HKD 108 million [1] Group 2: Loan and Restructuring Details - The HKD 10 billion loan secured by the Beacon Peak development was extended by UOB Bank after failing to sell to private credit investors, originally due on September 30 [1] - On July 21, Shimao Group announced that all restructuring conditions had been met, with the restructuring effective from that date [1] - The restructuring will lead to the cancellation of approximately USD 11.5 billion in existing offshore debt, alleviating the company's overall debt burden and improving financial conditions [1] - In June, Shimao Group indicated ongoing negotiations with domestic lenders and creditors regarding loan extensions or restructuring [1]

Core Viewpoint - Shimao Group's stock price surged over 27%, closing up 24.59% at HKD 0.38, with a trading volume of HKD 108 million, following news of a loan extension by UOB Bank due to unsuccessful sale to private credit investors [1][1][1] Group 1: Financial Developments - A HKD 10 billion loan secured by the Beacon Peak development was extended by UOB Bank after failing to sell to private credit investors, originally due on September 30 [1][1][1] - On July 21, Shimao Group announced that all restructuring conditions had been met, with the restructuring effective from that date [1][1][1] - The restructuring plan will lead to the cancellation of approximately USD 11.5 billion in existing offshore debt, alleviating the company's overall debt burden and improving its financial condition [1][1][1] Group 2: Company Strategy - Shimao Group has been actively negotiating with domestic lenders and creditors regarding loan extensions or restructuring since June [1][1][1]