龍湖集團控股有限公司 （於開曼群島註冊成立之有限責任公司） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 LONGFOR GROUP HOLDINGS LIMITED 二零二五年八月本集團獲取的土地儲備詳情如下： | 項 目 | 城 市 | 權益比 | 土地面積 | 總建面 | 權益建面 | 權益對價 | 平均單價 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | （平方米） | （平方米） | （平方米） | （人民幣 | （人民幣元╱ | | | | | | | | 百萬元） | 平方米） | | 獅子山街道 地 塊 | 成 都 | 43% | 9,889 | 24,717 | 10,628 | 158 | 14,896 | 截 止 二 零 二 五 年 八 月 末，本 集 團 實 現 經 營 性 收 入 約 人 民 幣176.9億 元（含 稅 金 額 約 人 民 幣188.6 ...

Group 1 - The stock price of Longfor Group in Hong Kong has increased by over 6%, reaching HKD 11.21 [1] - The trading volume exceeded HKD 100 million, indicating strong market interest [1] - The total market capitalization of Longfor Group is HKD 78.4 billion [1]

Group 1 - Longfor Group Holdings Limited announced a final dividend of RMB 0.1 per share for the year ending December 31, 2024 [1] - The default option for the dividend is cash, with shareholders having the choice to convert the cash dividend into shares at a conversion price of HKD 10.394 per share [1] - Key dates include the approval date for shareholders on June 18, 2025, the ex-dividend date on August 14, 2025, the record date on August 20, 2025, and the dividend payment date on September 26, 2025 [1]

Group 1 - The company, Longfor Group (00960), announced a final dividend of HKD 0.1094 per share to be distributed on September 26, 2025 [1]

Core Viewpoint - Longfor Group (00960) announced a final dividend of HKD 0.1094 per share to be distributed on September 26, 2025 [1] Group 1 - The final dividend per share is set at HKD 0.1094 [1]

EF003 免責聲明 | 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因 | | --- | --- | | | 股票發行人現金股息（可選擇以股份代替）公告 | | 發行人名稱 | 龍湖集團控股有限公司 | | 股份代號 | 00960 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截至二零二四年十二月三十一日止年度之末期股息 | | 公告日期 | 2025年9月8日 | | 公告狀態 | 更新公告 | | 更新/撤回理由 | 更新現金股息轉換為代息股份的價格 | | 股息信息 | | | 股息類型 | 末期 | | 股息性質 | 普通股息 | | 財政年末 | 2024年12月31日 | | 宣派股息的報告期末 | 2024年12月31日 | | 宣派股息 | 每 股 0.1 RMB | | 股東批准日期 | 2025年6月18日 | | 預設選項 | 現金 | | 代息股份信息 | | | ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容 而產生或因依賴該等內容而引致之任何損失承擔任何責任。 LONGFOR GROUP HOLDINGS LIMITED 龍湖集團控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：960） | 將收取之新股股份數目 | | 於記錄日期持有 | | 0.1094港元（每股二零二四年 | | --- | --- | --- | --- | --- | | （向下調整至最接近 | = | 且選擇收取新股之 | X | 度末期 股息折算至港元） | | 之整數） | | 現有股份數目 | | 10.3940港元 | –1– 概無任何股東根據以股代息計劃獲發行零碎股份，向每名合資格股東配發及發行之新股 數目將向下調整至最接近之整數。新股之零碎配額將不予配發。根據以股代息計劃可予 發行之新股將在各方面與現有已發行股份享有同等權益，惟該等新股將不會享有二零二 四年度末期股息。 所有居於香港以外地區之股東應諮詢彼等之專業顧問，關於彼等是否必須獲得任何政府 或其他方面之 ...

Group 1 - The core viewpoint of the news is that Hong Kong property stocks, particularly Country Garden, saw significant gains following the inclusion in the Hong Kong Stock Connect, with Country Garden rising over 14% [1] - Other property stocks also experienced notable increases, including CIFI Holdings and China Overseas Land & Investment, which rose over 5%, and several others like Vanke and Longfor Group, which rose over 3% [1] - The surge in property stocks is attributed to a new housing policy introduced in Shenzhen on September 5, which relaxed housing purchase restrictions and adjusted housing credit policies [1] Group 2 - The new housing policy in Shenzhen allows for significant relaxation of purchase restrictions in non-core areas, which is more substantial compared to the new policies introduced in Beijing and Shanghai in August [1] - The policy change includes the removal of differentiated mortgage rates for first and second homes, which is expected to stimulate the housing market [1] - The report from CITIC Securities highlights that the new measures are likely to have a positive impact on the property market in Shenzhen [1]

Core Viewpoint - The "Li Jia Yu Lake District Waterfront Street" project aims to create a world-class urban sample within a 1KM² area, integrating international vision with local culture, set to open in 2027 [1][3][8] Group 1: Project Overview - The project is inspired by global best practices, such as Japan's Hibiya Park and New York's High Line, aiming to create a symbiotic relationship between nature and commerce [3][5] - It will feature a "beautiful external street" concept, characterized by open architectural forms and deep integration with green landscapes, creating a multifunctional third space [5][7] - The overall plan includes a main scenic axis and four high-end scenes, connecting three distinctive pathways: park road, commercial street, and tree-lined road [5][8] Group 2: Design and Features - The commercial area will reflect the cultural heritage of Sichuan and Chongqing, incorporating local cultural elements into the design [7][13] - The park road will serve as an artistic showcase, blending nature with art installations, while the commercial street will utilize modern materials and structures [7][8] - The project aims to provide a seamless experience for residents, integrating various leisure activities such as running, camping, and family events [9][12] Group 3: Future Developments - The first phase of construction is set to be completed by Q4 2026, with the official opening planned for Q4 2027, ensuring that residents can enjoy the amenities upon moving in [8][12] - The project will also introduce new residential offerings, emphasizing high-quality living standards and luxury services [12][13] - The integration of nature, commerce, and culture is expected to fill a gap in the high-end waterfront market in Chongqing, providing a comprehensive urban upgrade solution [13]

Core Insights - Goldman Sachs' report on China's real estate market emphasizes the need for a positive feedback loop to clear housing inventory, with first- and second-tier cities identified as key drivers for market stabilization [1][3]. Historical Context - The report references Shanghai's real estate adjustments from 1998 to 2003, where policy reforms led to a significant reduction in housing inventory, with unsold completed housing halving and the inventory turnover period decreasing from 17 months to 3 months [2][28]. - During this period, the cumulative increase in housing prices exceeded 40%, and property transactions surged, indicating a successful recovery driven by targeted policies [2][29]. Current Market Analysis - First- and second-tier cities in China are estimated to require an additional 3.5 billion square meters of housing, representing a substantial investment gap of approximately 73 trillion yuan [3][6]. - Recent data shows a decline in housing prices and transaction volumes, with new home prices dropping by 0.3% and second-hand home prices by 0.5% in July 2025, indicating ongoing market pressure [4][16]. Policy Scenarios - Goldman Sachs outlines two policy scenarios: a neutral impact scenario requiring a 90% increase in new construction to stabilize GDP growth, and a mildly positive scenario necessitating a 130% increase in new construction [5][14]. - Both scenarios highlight the need for liquidity support to developers, with estimates of required funding ranging from 1.4 trillion to 2.8 trillion yuan depending on the effectiveness of demand stimulation [5][14]. Demand Side Considerations - To maintain reasonable inventory levels, first- and second-tier cities need to sell an additional 2.1 to 3.1 billion square meters of housing by 2026, necessitating significant improvements in buyer purchasing power and market confidence [6][11]. - Current constraints include high housing price-to-income ratios and limited supply for non-resident households, necessitating policy adjustments such as subsidies and relaxed mortgage conditions [6][11]. Developer Implications - Developers with land reserves in first- and second-tier cities are expected to benefit from policy support, potentially accelerating project development and increasing sales [7][11]. - However, increased competition from new supply may pressure prices further, delaying profit recovery for developers [7][11]. Long-term Outlook - The report anticipates that by 2027, first- and second-tier cities will account for a larger share of national real estate metrics, reinforcing their critical role in the overall market [8][11].