2月27日，新世界发展公布2026财年上半年业绩。报告显示：新世界中期核心盈利36亿港元，合约销售 达138亿港元，超过全年目标的一半；投资物业板块录得5%同比增长。 内地市场方面，32亿元人民币合约销售的背后，位于珠江新城CBD核心的凯旋新世界，以21.8万元/平 方米的网签单价登顶全国榜首；广州耀胜尊府首期顺利完成交付，二期产品将加推；地处白鹅潭商圈的 新世界‧天馥，推出可望烟花江景的新品，吸引改善买家关注，项目更于新春期间荣登中心区热门板块 榜首。 商业方面，新世界的核心商业及写字楼项目租务市场出租率稳步攀升。据介绍，截至2025年12月31日， K11 Art Mall商业出租率保持近100%，K11 MUSEA出租率升至98%，K11 Atelier Victoria Dockside办公 楼楼维持99%出租率；83琼林街办公楼出租率从50%提升至74%。内地核心投资项目方面，广州云门 NEW PARK、广粤天地商业出租率均超出90%，当中广粤天地出租率高达96%。 下半财年，新世界在香港计划推出超过1300个住宅单位；与招商蛇口、华润置地合作开发的北部都会区 项目已于2025年动工，预计最早202 ...

Group 1 - The core viewpoint is that the recent rumors about the founder of Centaline Property, Shih Yongqing, "sweeping up" the Hong Kong property market are clarified as actions taken by his fund, not personal investments [1][3] - Since October 2025, Shih Yongqing's fund has purchased a total of 6 residential units in Hong Kong, including properties in Sai Wan and Tsim Sha Tsui, with a total expenditure exceeding HKD 93.14 million [1] - Shih Yongqing expressed that the timing of investment is more critical than price levels, noting that the Hong Kong property market has only declined by 30%, and the investment outlook is not as favorable as in 2023 [3] Group 2 - Shih Yongqing emphasized the cyclical nature of the Hong Kong property market, indicating that a bottoming signal has been confirmed, and the market is showing a "U" shaped trend [3] - He anticipates that the property market will see a significant increase in 2026, while noting that the secondary market is experiencing a lag in response to market changes [3]

Core Viewpoint - The Hong Kong property market has shown signs of stabilization, with the "Mei Lun Property Price Index" indicating a year-to-date increase of approximately 0.44% in property prices, marking a shift from decline to growth [1] Group 1: Market Performance - Among the top ten housing estates, seven have seen an increase in average practical price per square foot compared to the end of last year, with the largest increase observed in Huangpu Garden at approximately 8% [1] - The average practical price per square foot for the top ten estates is expected to rise further if favorable measures are introduced in the upcoming Policy Address and if the U.S. implements interest rate cuts [1] Group 2: Price Changes in Specific Estates - The other estates with notable price increases include: - Ocean Park with an increase of about 5.3% - Shatin First City and Lai King City with increases of approximately 2.8% and 2.2% respectively - Mei Foo Sun Chuen, New Town Plaza, and 嘉湖山庄 with increases ranging from about 0.5% to 1.8% [1] - Conversely, three estates experienced price declines, with Ying Wan Garden down approximately 2.9%, and Taikoo Shing and 康怡花园 down about 1.5% and 1.3% respectively [1] Group 3: Price Levels of Specific Estates - Three estates still have average practical prices below HKD 10,000, specifically: - Mei Foo Sun Chuen at approximately HKD 9,630 - Ying Wan Garden at about HKD 9,403 - 嘉湖山庄 at around HKD 8,146 [2] - Newer estates have also performed well, with Park Yoho seeing an average price increase of about 4.6%, surpassing HKD 10,000 [2]