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🇭🇰 港交所CIFI HOLD GPCodex · 实盘不做把握 6/10
北京时间·🕒 发布 18:40:00时区推断·⟳ 抓取 18:41:19·⚡ 决策 08-05 21:37:32 +2h56m·83.3 天前

旭辉控股7月合约销售环比、同比大幅下滑

旭辉控股7月合约销售约6.10亿元,较6月10.8亿元环比约下降43.5%,较2025年7月10.4亿元同比约下降41.3%。

📄 原文CIFI HOLD GP↗ 原文
UNAUDITED OPERATING STATISTICS 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 旭辉控股(00884.HK)
7月销售下滑方向偏空,但属于固定节奏月度经营统计,且6月底违约和二次重组压力已公开;新增强空催化不足,不开仓。
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

🔎 新鲜度:最早出现 2026-08-05 · 扩散 low · price-in 风险 medium ↗

消息传播链

  1. 2026-08-05 18:40 HK官方确认/否认HKEX一手源原文 ↗
    旭辉控股在港交所盘后披露2026年7月未经审计经营统计,属于本次具体催化的首个可信节点。

关键理由

  • 旭辉控股7月合约销售约6.10亿元,较6月10.8亿元环比约下降43.5%,较2025年7月10.4亿元同比约下降41.3%。
  • 1-7月累计合约销售56.4亿元,较2025年同期112.0亿元约减半,说明经营造血仍弱。
  • 但公司6月底已披露严重流动性压力、境外融资义务暂停支付和二次重组压力,本次只是常规月度销售数据,新增短线做空强度不足。

主要风险

  • 若后续出现新的违约、停牌、债务重组失败或正式流动性恶化公告,需要重新评估做空和风控风险。
  • 本次月度经营数据未经审计,且未披露回款、现金流和利润率,不能单独推导短期股价下行幅度。

反向证据

  • 做空前查反向 · 来源 web · 日期 2026-06-30 · 影响 weakens
    近期已有更强的违约和二次重组压力披露,本次月度销售下滑更多是已知弱基本面的延续,削弱单独开空的新增催化强度。
    检索:CIFI Holdings update on liquidity 29 June 2026 restructuring effective date December 2025 原文 ↗

原文全文

展开原文 · 2,719 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.

# CIFI Holdings (Group) Co. Ltd. 旭 輝 控 股( 集 團 )有 限 公 司

(Incorporated in the Cayman Islands with limited liability)

(Stock Code: 00884)

## UNAUDITED OPERATING STATISTICS FOR JULY 2026

The board of directors (the ‘‘Board’’) of CIFI Holdings (Group) Co. Ltd. (the ‘‘Company’’) hereby announces certain unaudited operating statistics of the Company and its subsidiaries (the ‘‘Group’’) for July 2026 as follows:

. In July 2026, the Group recorded (i) contracted sales (including contracted sales by joint ventures and associated companies) amounted to approximately RMB610 million with contracted GFA of approximately 97,400 sq.m., (ii) contracted average selling price* of approximately RMB11,000/sq.m., and (iii) contracted sales attributable to the equity owners of the Company of approximately RMB300 million.

. From January to July 2026, the Group recorded (i) aggregated contracted sales (including contracted sales by joint ventures and associated companies) amounted to approximately RMB5.64 billion with contracted GFA of approximately 587,300 sq.m., (ii) contracted average selling price* of approximately RMB11,200/sq.m., and (iii) contracted sales attributable to the equity owners of the Company of approximately RMB3.03 billion.

The above-mentioned data is unaudited and is based on preliminary internal information of the Group, which may differ from figures to be disclosed in the audited or unaudited consolidated financial statements to be published by the Company on an annual or halfyearly basis due to various uncertainties during the process of collating such sales information. As such, the above data is provided for investors’ reference only. Investors are advised to exercise caution and not to place undue reliance on such information when dealing in the securities of the Company. When in doubt, investors are advised to seek professional advice from professional or financial advisers.

* excluding carpark and storage room

On behalf of the Board CIFI Holdings (Group) Co. Ltd. LIN Zhong Chairman Hong Kong, 5 August 2026

As at the date of this announcement, the Board comprises Mr. LIN Zhong, Mr. LIN Wei, Mr. ZHOU Changliang, Mr. YANG Xin and Mr. LI Yang as executive Directors; Mr. ZENG Yang as non-executive Director; and Mr. TAN Wee Seng, Ms. LIN Caiyi and Mr. DING Zuyu as independent non-executive Directors.

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