Moving Forward to 2030

CIFI 884 Hefei Projects Update

Published on August 6 2016

旭輝湖山源著旭輝鉑悅廬州府 05/2014 Hefei Gaoxin District Residential 199,200 AV5319 旭輝湖山源著 all residential units are sold @13500, final batch of town house is asking for @22000. Shops would be launched soon. Delivery : 2017. 12/2015 Hefei Luyang District Residential...

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旭輝瀋陽土拍“包場”

Published on August 5 2016

17/08/2016 GIFI 884 would announce interim results. 05/08/2016 瀋陽三宗土地拍賣入市，旭輝以19.38 億元包攬地塊。鐵西編號 TX2016-05 地塊 AV6550。大東 1 號地塊土地面積 55560 平方米 AV2600；大東 2 號地塊土地面積 61451 平方米 AV2720。旭輝以 7.15 億元總價，競得這兩宗地塊。三幅地塊合計新增土地儲備約 50 萬方，將滿足旭輝瀋陽未來 3 年的土地需求。2013 年旭輝進駐瀋陽，並躋身...

Average Target Price 4.50 against 04/08/2016 closing 4.45 CSM (HK) Report dated 25/07/2016 : Target 4.60 Notes : 1) Supporters have been well rewarded with a good run lasted for 6 months + special dividend. 2) Net gearing looks healthier at present at...

Difference in reported sum may be seen in between "agreements signed" and "deals with all formalities completed". 884 : 1 - 7 月業績達到 326 億元 @17400，今後 5 個月只要完成 174 億的銷售業績，便可實現 500 億。隨著金九銀十即將到來，旭輝蘇州鉑悅犀湖、合肥鉑悅廬州府等高端項目都將開盤。旭輝在上海、蘇州、杭州、天津等多個城市位居前列。前 7 月旭輝在上海完成簽約、回款雙雙破百億，佔集團總銷售額近...

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Some Thought on a Chart

Published on August 2 2016

Interim Results 2016 1030 : Reported a 41% jump in net profit 1918 : Issued a profit warning on about 90% drop in net earnings 0884 : Not yet announced. I am looking forward for about 30% increase All three work in the same group of Tier 1 & 2 cities....

對奧園商業地產集團總裁苗思華先生的採訪實錄觀點：2016 住宅明顯升溫，商業地產卻顯得有些冷清，您怎麼看當前的商業地產市況？苗思華：現在絕大部分開發商應該都在面臨兩個問題，就是怎麼運營自持型商業物業，怎麼去化銷售型商業物業。過去傳統的商業地產模式就是包括購物中心、步行街、公寓、寫字樓、住宅、住宅底商這些組合，除了自持的物業和住宅，開發到後期最容易沉澱下來的就是銷售型商業物業，公寓、步行街商舖和底商。這裡面公寓市場還是有一點空間的，但是目標客群定位一定要抓準，現在開發商比較頭痛的是步行街商舖和底商。...

Interim Results (English) Interim Results (Chinese) Revenue RMB9.30 billion Gross profit RMB1.94 billion (margin 20.8%) Net profit RMB751 million (margin 8.1%) Core earnings RMB556 million (margin 6.0%) of which RMB306 million was attributable to the...

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CIFI Land Acquisition in 1H 2016

Published on July 31 2016

Net margin of this batch would be above 15%. 1H 2016 contracted sales : RMB27.6 billion +162% (Equity Rights about RMB16.5 Billion) Contracted Average Sellling Price RMB18,500 / sqm +48%. Revised 2016 contracted sales target from RMB3.65 billion to RMB43.8...

1030 holds 62% of Future Land Holdings (601155) Future Land Holdings 1H 2016 投資性房地產的公允價值本集團的投資性房地產於資產負債表日由獨立專業合格評估師戴德梁行有限公司對其公允價值進行評估。如果相關的評估方法或假設發生變化，將影響投資性房地產公允價值的估計，該差異將對公允價值變動損益產生影響。對於投資性房地產，本集團委託外部評估師對其公允價值進行評估。所採用的方法主要包括租金收益模型和可比市場法等。所使用的輸入值主要包括租金增長率、資本化率和單位價格等。...

结合成都特色打造奥园特色产品 Aoyuan Foshan Projects will become a major contributor to 2H 2016 contracted sales 1H 2016 奧園 3883 合同銷售105.3 億元，相比去年同期大幅增長 73%，已完成 2016 銷售目標的63%。得益於購房節的助推，奧園地產上半年整體銷售力度不斷加大，業績亦隨之實現了同比大幅增長，且首次在半年內錄得過百億的銷售額。在交出一份漂亮的半年銷售成績單同時，奧園地產還通過收購項目首入深圳及成都，實現了區域佈局的擴張。...