雅居乐前11个月预售下降45%

Core Viewpoint - Agile Group's pre-sale amounts and stock performance indicate significant financial distress, with a notable decline in both monthly and cumulative sales figures compared to the previous year [1] Sales Performance - The pre-sale amount for Agile Group and its joint ventures for November 2025 is approximately 640 million yuan, representing a year-on-year decrease of 46.7%, with a corresponding area of about 70,000 square meters and an average price of 9,083 yuan per square meter [1] - As of November 30, 2025, the cumulative pre-sale amount is about 8.08 billion yuan, down 45.2% year-on-year, with a total area of approximately 886,000 square meters and an average price of 9,113 yuan per square meter [1] Stock Performance - Agile Group's stock has faced continuous pressure, with a cumulative decline of 47.97% year-to-date. The stock has decreased by 9.41% over the past month, 11.49% over the past three months, 4.94% over the past six months, and 54.17% over the past year, placing it at a historical low [1] Debt Restructuring - Agile Group is currently undergoing an offshore debt restructuring process, with an initial restructuring plan expected to be submitted in the third quarter of 2025, aiming to reach an agreement with the majority of its offshore creditors by the end of 2025 [1]