粤海置地(00124)发布2025年中期业绩,该集团取得收入57.52亿港元，同比增加105.14%;公司持有者应占 溢利2.82亿港元，去年同期亏损2.17亿港元;每股基本溢利16.48港仙。 公告称，收入增加主要因来自销售持有待售物业的总楼面面积增加。影响集团截至2025年6月30日止6个 月业绩的主要因素包括集团于本回顾期内交付的物业主要是广州粤海云港城项目、惠州粤海壹桂府项目 及深圳粤海城(北地块)项目;其中广州粤海云港城项目的毛利率较高，带动物业销售溢利较2024年同期有 所增加;受最新房地产市场环境影响，基于集团部份物业项目存在减值迹象，集团于本回顾期内计提了 存货减值拨备约7.68亿港元(2024年6月30日止6个月：无);及集团于本回顾期内录得投资物业公允值亏损 (扣除相关递延税项支出)约9881万港元(2024年6月30日止6个月：收益约14万港元)。 ...

Core Viewpoint - Yuehai Property (00124) expects to achieve an unaudited profit attributable to shareholders of not less than HKD 260 million for the six months ending June 30, 2025, compared to a loss of approximately HKD 217 million for the same period in 2024 [1] Summary by Relevant Sections - **Expected Performance**: The company anticipates a significant turnaround in performance, moving from a loss in 2024 to a profit in 2025 [1] - **Key Projects**: The expected performance is primarily driven by the delivery of properties, notably the Guangzhou Yuehai Yun Port City project, Huizhou Yuehai Yigui Mansion project, and Shenzhen Yuehai City (North Plot) project, with the Guangzhou project having a higher gross profit margin [1] - **Market Impact**: The latest real estate market conditions have led to impairment indications for some of the company's property projects, resulting in inventory impairment provisions during the review period [1] - **Investment Property Valuation**: The company recorded a fair value loss on investment properties during the review period, contrasting with a fair value gain in the same period of 2024 [1]