Group 1 - Citigroup reports that JD Group has agreed to acquire a 50% stake in the Central China Construction Bank Tower for HKD 3.5 billion from Lixin Development, while a local higher education institution purchased a commercial building in Kowloon Tong for HKD 1.96 billion from Frasers Property [1] - Citigroup expects demand from Chinese enterprises for office spaces to continue supporting the Hong Kong office market, driven by factors such as more Chinese tech giants considering acquisitions and an increase in A-share companies dual-listing in Hong Kong [1] - The report notes that the sale of office properties in Hong Kong is primarily aimed at generating immediate cash flow and optimizing investment portfolios, with some regional owners considering growth prospects in other markets like Singapore and Australia [1] Group 2 - Citigroup forecasts that office performance in Central and West Kowloon will outperform other regions by 2026, with rental rates for major owners in Central likely stabilizing by the end of next year [2] - The report highlights that new premium supply in West Kowloon, such as IGC, may be competitive in attracting demand, with rental levels expected to be comparable to those in the Eastern District of Hong Kong Island [2] - Citigroup anticipates increased competition in Causeway Bay due to a historic high in overall new supply, with specific projects like Hysan Development's Lee Garden performing well, while properties in Eastern Hong Kong Island may face pressure [2]

Group 1 - Citigroup reports that JD Group has agreed to acquire a 50% stake in the Central China Construction Bank Tower for HKD 3.5 billion from Lishin Development, while a local higher education institution purchased a commercial building in Kowloon Tong for HKD 1.96 billion from Frasers Property [1] - The demand from Chinese enterprises for office spaces is expected to continue supporting the Hong Kong office market, driven by factors such as more Chinese tech giants considering property acquisitions in Hong Kong and an increase in A-share companies dual-listing in Hong Kong [1] - Citigroup observes that the sale of office properties in Hong Kong is primarily aimed at generating immediate cash flow and optimizing investment portfolios, particularly for regional owners who are also considering commercial property growth prospects in other regions like Singapore and Australia [1] Group 2 - Citigroup forecasts that office performance in Central and West Kowloon will outperform other areas by 2026, with rental rates for major owners in Central likely stabilizing by the end of next year [2] - New quality supply in West Kowloon, such as IGC, is expected to be competitive in attracting demand, with rental levels comparable to those in the Eastern District of Hong Kong, benefiting companies like Sun Hung Kai Properties [2] - Given the historical high of overall new supply, competition in Causeway Bay is anticipated to intensify, with projects like Hysan Development's Lee Gardens likely to perform well, while properties in Eastern Hong Kong may face pressure [2]

据知情人士称，丽新发展有限公司寻求出售其所持香港中环商务区写字楼中国建设银行大厦(CCB Tower) 50%股权，该公司寻求剥离资产。知情人士称，丽新已与潜在买家进行了会谈，其中包括中国建 设银行股份有限公司，后者拥有该写字楼另外一半的股权。知情人士补充说，建设银行尚未表达收购该 部分股权的兴趣。因相关事项尚未公开，知情人士要求匿名。 ...