证券代码：600507 证券简称：方大特钢 公告编号：临2025-059 方大特钢科技股份有限公司 关于租赁房产暨新增日常关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 方大特钢科技股份有限公司（以下简称"方大特钢"或"公司"）于 2025 年 8 月 26 日召开第九届董事会第四次会议，非关联董事一致审议通过《关于租 赁房产暨新增日常关联交易的议案》，该议案无需提交公司股东会审议。 ? 本次新增日常关联交易所涉及的业务不会对关联方形成依赖。 一、日常关联交易基本情况 （一）审议程序 根据生产经营的需要，公司及子公司拟与关联方南昌方大太阳城房地产开发 有限公司（以下简称"南昌太阳城"）签订房屋租赁合同，租赁其名下房产，2025 年度预计新增日常关联交易金额 700 万元。 暨新增日常关联交易的议案》，关联董事梁建国、黄智华、敖新华、徐志新、吴 记全、孙跃、白瑜、曹欧平、简鹏均已回避表决本议案，该事项已获得独立董事 同意并经董事会审计委员会表决通过。 （二）2025 年 1-8 月日常关联交易 ...

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 全部或任何部分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。 合約銷售 新城發展控股有限公司（「本公司」，連 同 其 子 公 司 統 稱「本集團」）董 事（「董 事」） 會（「董事會」）欣 然 公 佈，於2025年7月，本 集 團 實 現 合 約 銷 售 金 額 約 人 民 幣16.61 億 元，合 約 銷 售 面 積 約21.40萬 平 方 米。 2025年1月 至7月累計合同銷售金額約人民幣119.90億 元，累 計 銷 售 面 積 約154.90 萬 平 方 米。 房地產出租情況 於2025年7月，本 集 團 房 地 產 出 租 物 業 共176個，總 建 築 面 積 約1,622.50萬 平 方 米； 2025年7月份租金收入*約人民幣11.15億 元，商 業 運 營 收 入**約人民幣12.00億 元 （即 含 稅 租 金 收 入）。 2025年1月 至7月累計租金收入*約人民幣75.94億 元，累 ...

Group 1: Hong Kong Conglomerates and Real Estate - The rating for Jardine Matheson has been upgraded to "Buy" due to expected earnings improvements driven by Dairy Farm and HKLand [1] - Hong Kong real estate rental companies have outperformed developers, with commercial rents stabilizing earlier than expected [1] - Goldman Sachs favors companies emerging from high capital expenditure cycles, those improving shareholder returns through dividends or buybacks, and those with management or strategic changes [1] Group 2: Chinese Healthcare - The "silver economy" is gaining attention, with the elderly population (50+) expected to drive significant growth in healthcare spending, projected to increase from 221 billion RMB (31 billion USD) in 2024 to 963 billion RMB (135 billion USD) by 2035, at a CAGR of 14.3% [2][3] - High-end medical services not covered by national insurance are expected to benefit from increased out-of-pocket spending by this demographic [3] - Key stocks benefiting from this trend include Aier Eye Hospital, Puren Eye Hospital, and Zhifei Biological Products, with ratings upgraded to "Buy" [3] Group 3: Hong Kong Stock Exchange - The average daily turnover of cash stocks on the Hong Kong Stock Exchange has reached a historical high of over 200 billion HKD, despite stock prices being approximately 20% lower than their peak in 2021 [5][6] - Goldman Sachs has raised EPS estimates for 2025-2027 by about 4% and increased the 12-month target price by 11% to 500 HKD, maintaining a "Buy" rating [6] - Key factors that could drive stock price increases include A-shares listing in H-shares, increased ADR trading, and narrowing bid-ask spreads in cash markets [6] Group 4: Chinese Software Industry - The Chinese software industry is expected to see revenue growth in 2025, driven by improved customer order momentum, although profit recovery may take longer [11] - Key focus areas for upcoming earnings reports include AI product upgrades, IT spending outlook, and new business opportunities [11] - Preferred stocks include Kingsoft Office, Kingdee International, and Yonyou Network, which are favored for their early adoption of AI monetization and healthy cash flows [11]

Core Viewpoint - 恒隆地产 reported a decline in revenue and profit for the first half of 2025, reflecting challenges in the real estate market in Hong Kong and mainland China due to economic weakness and changing consumer behavior [1][2] Financial Performance - Total revenue for the first half of 2025 was HKD 4.968 billion, a decrease of 18.74% year-on-year [1] - Shareholder profit was HKD 0.912 billion, down 14.04% year-on-year, with earnings per share at HKD 0.19 [1] - Property sales revenue fell by 87% to HKD 0.161 billion, contributing to an overall operating profit decline of 5% to HKD 3.255 billion [2] Rental and Operational Performance - Despite external pressures, the rental rates and operations remained stable, with rental income from core properties showing resilience [1] - The rental rates in mainland China remained above 90%, with stable income despite a decline in consumer confidence affecting sales rents [1][2] - The hotel segment saw an increase in revenue by 84% to HKD 0.129 billion, although the operating loss (excluding asset depreciation) rose to HKD 34 million [2]

Core Viewpoint - The article discusses various policies and initiatives implemented by local governments and companies to support housing needs for recent college graduates, focusing on rental and home purchase assistance to attract and retain talent in different cities [2][8]. Group 1: Rental Support Policies - Many cities are introducing diverse rental support policies for recent graduates, including talent apartments and rental subsidies, to alleviate housing costs [2][5]. - For instance, in Wuhan, eligible graduates can apply for talent rental housing with rent reductions of up to 1,500 yuan per month for a maximum of three years [4]. - Qingdao has implemented a policy providing up to six months of rent-free accommodation for graduates within three years of graduation [5][6]. Group 2: Company Initiatives - Some companies are enhancing their support for graduates by offering housing allowances and dormitory accommodations, further reducing the financial burden on new employees [7]. - A company in Beijing provides an 800 yuan monthly housing subsidy for employees who do not stay in company-provided dormitories [7]. Group 3: Home Purchase Support Policies - As graduates' living situations stabilize, many cities are shifting focus to home purchase support, including subsidies and favorable loan terms to encourage home buying among young professionals [8][9]. - Policies in cities like Zhuzhou and Wuhan include financial incentives for first-time homebuyers, such as purchase subsidies and enhanced loan limits [9][10]. - Shanghai has introduced measures allowing graduates to access higher loan amounts and favorable repayment terms for housing loans [10]. Group 4: Broader Implications - The support for graduates in terms of housing is aligned with national policies aimed at improving employment opportunities for youth and stabilizing the real estate market [9][10]. - Experts suggest that these initiatives not only help graduates settle in urban areas but also contribute to the overall health of the local real estate market by boosting housing consumption [10].