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李嘉诚家族的长实还要降价卖房
Guo Ji Jin Rong Bao· 2025-08-15 15:00
Core Viewpoint - The company anticipates that the revenue from its development business will not be significantly notable in the coming years, despite a rise in property sales revenue in the first half of the year [1] Group 1: Financial Performance - In the first half of the year, the company confirmed property sales revenue of HKD 73.66 billion, a nearly 59% increase year-on-year, with the mainland market contributing approximately 52% [1] - The revenue from property sales was HKD 17.68 billion, down from HKD 18.21 billion in the same period last year, primarily due to a significant decline in the Hong Kong market [1] - The company reported total revenue of HKD 253.86 billion, a year-on-year increase of 15.35%, but the net profit attributable to shareholders fell by 26.75% to HKD 63.02 billion [5] Group 2: Market Strategy - The company has adopted a "grab sales" strategy, offering discounts to stimulate sales in a weak market, which has led to lower revenue margins [1][3] - In Hong Kong, the company launched the "Greater Bay Area Dual Residence" plan to attract buyers from Hong Kong to invest in properties in the Greater Bay Area, with positive buyer feedback [2] - The company plans to continue its flexible pricing strategy to reduce inventory, indicating ongoing discount sales in the near future [3] Group 3: Future Outlook - The company expects that the profit contribution from property development will be limited in the coming years, despite several projects in Hong Kong, Beijing, and Singapore [3] - The company holds approximately 67 million square feet of land reserves for future development, with a focus on acquiring quality land [3] - The company remains interested in investing in new projects and commercial properties in Hong Kong if the returns and prices are attractive [4] Group 4: Rental Income - The company generated rental income of HKD 30.02 billion, slightly down from HKD 31.18 billion year-on-year, while hotel and serviced apartment income was HKD 21.92 billion, with a slight increase but a decline in corresponding profits [5] - The average occupancy rates for hotels and serviced apartments were 89% and 88%, respectively, indicating stable performance in the rental segment [5]
港龙中国地产(06968) - 有关本公司就解决不发表意见一事採取行动的季度更新的补充公告
2025-08-08 08:34
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。 Ganglong China Property Group Limited 港龍中國地產集團有限公司 呂 明 本 公 司 謹 此 就 該 公 告 補 充 以 下 額 外 資 料: (i) 誠如本公司日期為2025年6月23日 的 公 告 所 披 露,本 公 司 收 到2025年11月 票 據 主 要 票 據 持 有 人 發 出 的 加 速 還 款 通 知,基 於 未 支 付 中 期 利 息 之 故,宣 佈 該 票 據 本 金 及 應 付 未 付 利 息 立 即 到 期 應 付。本 集 團 已 與2025年11月票據的 主要票據持有人及其他三名票據持有人(合 共 持 有 該 票 據 未 償 還 本 金 總 額 超 過98%)進 行 溝 通,並 將 繼 續 與 彼 等 進 行 溝 通,以 尋 求 相 關 債 務 的 整 體 解 決 方 案,以 維 護 ...
上半年收入跌近两成!恒隆地产:不是降价就可以将项目卖出去,“维持较好的卖出价”
Cai Jing Wang· 2025-08-01 06:25
Core Viewpoint - The performance of Hang Lung Group and Hang Lung Properties for the mid-2025 period can be summarized as "steady progress," with significant declines in total revenue primarily due to reduced property sales [1] Group 1: Financial Performance - Hang Lung Group's total revenue decreased by 18% to HKD 5.202 billion, while Hang Lung Properties' total revenue fell by 19% to HKD 4.968 billion, mainly due to lower property sales [1] - The rental business accounted for 94% of total revenue, with property sales and hotel services each contributing 3% [2] - Shareholders' net profit attributable to the company dropped by 7% to HKD 1.191 billion for Hang Lung Group and by 9% to HKD 1.587 billion for Hang Lung Properties, attributed to rising financial costs [2] Group 2: Rental Business Insights - The rental income from the mainland was HKD 2.941 billion, representing 68% of total rental income, while Hong Kong's rental income was HKD 1.488 billion, accounting for 32% [2] - The rental business saw a slight decline of 3%, with mainland rental income down by 1% and Hong Kong rental income down by 4% [2] - The overall occupancy rate of the company's 10 large shopping malls in the mainland remained at 94%, with over half of the malls experiencing an increase in rental income [2] Group 3: Property Sales and Development - The company reported HKD 161 million in revenue from residential sales, with significant contributions from properties in Hong Kong and Wuhan [4] - The company plans to commence 11 real estate projects across 9 cities in the mainland, with a focus on expanding existing properties [5] - The expansion of Hang Lung Plaza Westlake 66 in Hangzhou has been initiated, increasing the mall's area by 40% [5] Group 4: Strategic Focus - The company aims to maintain high occupancy rates in shopping malls rather than focusing solely on high rental prices, as low occupancy can negatively impact rental income [1] - The company is actively introducing new brands to attract local and mainland consumers to Hong Kong [3] - The company is committed to prudent financial management, with a net debt ratio of 33.5% and a focus on increasing the proportion of RMB loans [4][5]
中国文旅农业(00542) - 解决不发表意见一事的计划及措施的落实进展
2025-07-31 09:01
解決不發表意見一事的計劃及措施的落實進展 中國文旅農業集團有限公司(「本公司」,連同其附屬公司統稱「本集團」)董事(「董 事」)會(「董事會」)謹此提供有關本集團為減緩本集團的流動性壓力及解決本公司 核 數 師 就 持 續 經 營 不 發 表 意 見 一 事 落 實 的 計 劃 及 措 施(「計 劃 及 措 施」, 具 體 內 容 載於本公司截至二零二 四年十二月三十一日止年度的年報(「年報」)第37頁 )的進 展。除另有界定者外,本公告所用詞彙與年報所界定者具有相同涵義。 直至本公告日期計劃及措施的落實情況概述如下: 本公司將適時根據上市規則及╱或聯交所之要求就計劃及措施的進展刊發公告。 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。 China Cultural Tourism and Agriculture Group Limited 中 國 文 旅 農 業 集 團 有 限 公 ...
半年收租49.12亿港元,恒隆集团有信心今年实现微增长
Guan Cha Zhe Wang· 2025-07-30 13:29
Core Viewpoint - The company is confident in achieving slight growth this year, contingent on the performance in the third and fourth quarters [1] Financial Performance - In the first half of 2025, the company reported total revenue of HKD 52.02 billion, a decrease of 18% compared to HKD 63.79 billion in the same period of 2024 [1] - Overall operating profit was HKD 34.08 billion, down 6% from HKD 36.13 billion year-on-year [1] - Shareholders' basic net profit was HKD 11.91 billion, a decline of 7% from HKD 12.81 billion in 2024 [1] Property Sales - Property sales revenue fell significantly to HKD 1.61 billion, down 87% year-on-year, with mainland property sales at HKD 0.1 billion (down 60%) and Hong Kong property sales at HKD 1.51 billion (down 87%) [1] Hotel Business - The hotel segment showed strong performance with revenue of HKD 1.29 billion, an increase of 84% year-on-year, all derived from mainland operations [1] - The Shenyang Conrad Hotel generated HKD 0.62 billion (down 3%), while the newly opened Kunming Hyatt Hotel achieved HKD 0.57 billion in revenue [1] Rental Income - Rental income remained stable, decreasing only 3% to HKD 49.12 billion, despite a slowdown in consumer and office demand in Hong Kong and mainland China [2] - Shanghai Hang Lung Plaza was the top performer with revenue of HKD 8.22 billion, significantly higher than other locations [2] Office Market Performance - The office rental market faced challenges with declining occupancy rates across several properties, attributed to oversupply [3] - Shanghai Hang Lung Plaza's income dropped 7% due to market pressures, with occupancy falling to 82% [3] Future Developments - The company has signed a 20-year operating lease with Baida Group for the Hangzhou department store, which will increase retail space by 40% [4] - The total value of properties available for lease and sale is HKD 261.37 billion and HKD 81.18 billion, respectively, including various development projects [5] - The Hangzhou project is expected to open in mid-2026, with a pre-leasing rate of 81% [6]
中国奥园(03883) - 解决不发表意见一事的计划及措施的落实进展
2025-07-04 09:02
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。 1 (i) 本集團正積極推動本集團境內債務的全面重組,以建立緩解債務壓力的長效機制,並強化全週 期現金流風險管控體系,保障本集團的經營安全。目前境內債務重組計劃方案已經基本完善, 正在徵求各方(包括境內債權人)意見,本公司將在獲得實質性進展時及時進行公告; (ii) 本集團一直與各境內貸款人積極磋商借款重續及展期。二零二五年首六個月,本集團與若干境 內金融機構達成合同安排,境內借款本金金額約人民幣10.14億元的現有境內融資安排獲展期; (vi) 本集團仍然繼續積極探索潛在的資產出售機會,本公司將在獲得實質性進展時及時進行公告。 本公司將適時根據上市規則及╱或聯交所之要求就計劃及措施的進展刊發公告。 上述數據乃按本公司的內部資料概要編製,鑒於收集及整理該等資料過程中存在各種不確定因素, 該等數據與本公司按年度或半年度基準刊發的經審核或未經審核綜合財務報表中披露的數字可能存 在差異,因此上述數據僅供參考。 ...
路劲(01098) - 截至二零二四年十二月三十一日止全年未经审核营运数据
2025-02-21 09:15
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 佈 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 會 就 因 本 公 佈 之 全 部 或 任 何 部 份 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 ROAD KING INFRASTRUCTURE LIMITED 路勁基建有限公司* 本公司股東及有意投資者於買賣本公司證券時,務請審慎行事,概不可過度依賴上述資 訊。當有疑問時,投資者應尋求專業或財務顧問的專業意見。 ** 此數據乃根據截至二零二四年四月的資訊而編制(即本集團完成出售於路勁(中國)基建有限公司的 權益(包括於國內四條高速公路的投資)的時間)。 1 承董事會命 Road King Infrastructure Limited ( 路勁基建有限公司*) (於百慕達註冊成立之有限公司) (股份代號:1098) 截至二零二四年十二月三十一日止全年 未經審核營運數據 Road King Infrastru ...