🇭🇰 港交所AGILE GROUPCodex · 实盘不做把握 4/10
北京时间·🕒 发布 08-03 17:55:00时区推断·⟳ 抓取 08-03 17:56:16·⚡ 决策 08-04 10:55:18 +16h59m·84.4 天前
雅居乐7月预售额降至4.9亿元，前七月累计预售同比约降25%
港交所原始公告确认雅居乐7月预售额4.9亿元、前七月4.29亿元；对比2025年同期，7月单月约降5.8%、前七月累计约降24.6%，经营回款仍弱。
📄 原文AGILE GROUP↗ 原文
UNAUDITED OPERATING FIGURES FOR JULY 2026
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the con…
不做 雅居乐集团（03383.HK）
本次月度经营数据方向偏负，但7月单月同比降幅仅约5.8%、属于例行披露且当前股价反向上涨；负面 surprise 不够强，不满足强空催化，亦不能因股价低位反手做多。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 雅居乐在港交所披露7月未经审核经营数据，预售额4.9亿元、前七月累计4.29亿元。
- 2026-08-04 08:54 HK市场反应Futu非一手行情工具显示雅居乐最新价0.167港元，较前收0.159港元上涨5.03%，未出现利空方向的即时定价。市场反应:03383.HK +5.03%
关键理由
- 港交所原始公告确认雅居乐7月预售额4.9亿元、前七月4.29亿元；对比2025年同期，7月单月约降5.8%、前七月累计约降24.6%，经营回款仍弱。
- 7月均价7358元/平方米，较2025年7月8810元/平方米约降16.5%，即使单月面积同比增加，销售金额仍下滑，说明价格压力未消除。
- 但这属于房企例行月度经营数据，负面方向明确但不是足够强的新空头催化；当前报价反而较前收上涨，短线做空edge不足。
主要风险
- 雅居乐仍处地产弱销售与债务重组背景，若后续半年度业绩或债务进展继续恶化，需要重新评估风险。
- 港股低价低流动性，单月经营数据容易被债务重组或地产板块情绪覆盖，追空易被反向波动打掉。
反向证据
- 做空前查反向 · 来源 kb_search · 影响 none
内部KB未命中直接改变本次销售下滑方向的雅居乐个股新利好，主要命中行业销售降幅收窄与其他港股地产材料。
检索:03383.HK 雅居乐 近期 债务 重组 清盘呈请 销售 下滑 反向证据 2026 - 做空前查反向 · 来源 web · 日期 2026-06-29 · 影响 weakens
公开新闻列表显示雅居乐清盘呈请聆讯已押后至2026年10月12日，短期清算冲击弱化，会削弱仅凭月度销售数据追空的吸引力。
检索:雅居乐 2026 清盘呈请 延期 债务重组 销售 反证 利好 原文 ↗ - 做空前查反向 · 来源 stock_quote · 日期 2026-08-04 · 影响 weakens
报价显示03383.HK最新价0.167港元、较前收上涨5.03%，低流动性且市场未按本次经营数据下跌定价。
检索:03383.HK stock_quote full
工具调用 · 历史记录,结果未知(4 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
- search_case_library · 结果未知
原文全文
展开原文 · 2,336 字
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement.
# AGILE GROUP HOLDINGS LIMITED
(Incorporated in the Cayman Islands with limited liability) (Stock Code: 3383)
## UNAUDITED OPERATING FIGURES FOR JULY 2026
The board of directors (the “Board”) of Agile Group Holdings Limited (the “Company”) hereby announces that for July 2026, the aggregated pre-sold value of the Company and its subsidiaries (the “Group”), together with the joint ventures and associates of the Group as well as property projects carrying “Agile” brand name managed by the Group (“Agile Projects”) is approximately RMB0.49 billion with corresponding gross floor area (“GFA”) of approximately 66,000 sq.m.. The average selling price is RMB7,358 per sq.m..
For the seven months ended 31 July 2026, the aggregated pre-sold value of the Group, together with the joint ventures and associates of the Group as well as the Agile Projects is approximately RMB4.29 billion with corresponding GFA of approximately 474,000 sq.m.. The average selling price is RMB9,049 per sq.m..
The above figures are subject to change and may differ from those appear in the audited and unaudited consolidated financial statements of the Group to be published on a yearly and halfyearly basis. As such, they are strictly for investors’ reference only and not for any other purpose. Investors are advised not to place any reliance on the information disclosed herein but to exercise due caution when dealing in the securities of the Company. Any investor who is in doubt is advised to seek advice from professional or financial advisors.
By Order of the Board Agile Group Holdings Limited KO Tsz San Company Secretary Hong Kong, 3 August 2026
As at the date of this announcement, the Board comprises six members, being Mr. Chen Zhuo Lin* (Chairman and President), Madam Yue Yuan*, Mr. Chan Cheuk Hei**, Mr. Chan Cheuk Nam**, Mr. Hui Chiu Chung, Stephen# and Dr. Peng Shuolong#.
- * Executive Directors
- ** Non-executive Directors # Independent Non-executive Directors
# AGILE GROUP HOLDINGS LIMITED
(Incorporated in the Cayman Islands with limited liability) (Stock Code: 3383)
## UNAUDITED OPERATING FIGURES FOR JULY 2026
The board of directors (the “Board”) of Agile Group Holdings Limited (the “Company”) hereby announces that for July 2026, the aggregated pre-sold value of the Company and its subsidiaries (the “Group”), together with the joint ventures and associates of the Group as well as property projects carrying “Agile” brand name managed by the Group (“Agile Projects”) is approximately RMB0.49 billion with corresponding gross floor area (“GFA”) of approximately 66,000 sq.m.. The average selling price is RMB7,358 per sq.m..
For the seven months ended 31 July 2026, the aggregated pre-sold value of the Group, together with the joint ventures and associates of the Group as well as the Agile Projects is approximately RMB4.29 billion with corresponding GFA of approximately 474,000 sq.m.. The average selling price is RMB9,049 per sq.m..
The above figures are subject to change and may differ from those appear in the audited and unaudited consolidated financial statements of the Group to be published on a yearly and halfyearly basis. As such, they are strictly for investors’ reference only and not for any other purpose. Investors are advised not to place any reliance on the information disclosed herein but to exercise due caution when dealing in the securities of the Company. Any investor who is in doubt is advised to seek advice from professional or financial advisors.
By Order of the Board Agile Group Holdings Limited KO Tsz San Company Secretary Hong Kong, 3 August 2026
As at the date of this announcement, the Board comprises six members, being Mr. Chen Zhuo Lin* (Chairman and President), Madam Yue Yuan*, Mr. Chan Cheuk Hei**, Mr. Chan Cheuk Nam**, Mr. Hui Chiu Chung, Stephen# and Dr. Peng Shuolong#.
- * Executive Directors
- ** Non-executive Directors # Independent Non-executive Directors
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。