🇭🇰 港交所YUEXIU PROPERTYCodex · 实盘不做把握 5/10
北京时间·🕒 发布 17:59:00时区推断·⟳ 抓取 18:00:18·⚡ 决策 08-07 21:15:42 +3h15m·81.2 天前
越秀地产披露7月合同销售额同比下降15%且前7个月销售额同比下降17.6%
越秀地产7月合同销售额约51.03亿元，同比下降15.0%，前7个月累计合同销售额约556.08亿元，同比下降17.6%，销售去化仍承压。
📄 原文YUEXIU PROPERTY↗ 原文
ANNOUNCEMENT - UNAUDITED SALES STATISTICS AS AT 31 JULY 2026 AND A NEW LAND ACQUISITION
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the con…
不做 越秀地产（00123.HK）
销售数据方向偏负面但属于例行月度披露，行业弱势已有预期，未形成足够强的新增做空催化；不做交易，仅保留短期禁止新多风险。
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 2026-08-07 · 扩散 low · price-in 风险 medium ↗
关键理由
- 越秀地产7月合同销售额约51.03亿元，同比下降15.0%，前7个月累计合同销售额约556.08亿元，同比下降17.6%，销售去化仍承压。
- 前7个月销售面积同比增长13.7%但销售金额同比下降17.6%，隐含销售均价同比约下滑27.5%，说明量价结构对未来结转和毛利预期不利。
- 同时公告新增广州白云区地块权益土地款约9.66亿元，属于常规补库存动作，不能抵消当期销售金额和价格压力。
主要风险
- 月度销售数据是地产公司例行披露，行业弱势已有预期，单月数据不足以形成高胜率做空交易。
- 未披露利润率、回款率和全年销售目标完成率，无法直接量化对全年利润的净影响。
原文全文
展开原文 · 3,261 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.
(Incorporated in Hong Kong with limited liability)
(Stock code: 00123)
# ANNOUNCEMENT
# UNAUDITED SALES STATISTICS AS AT 31 JULY 2026 AND A NEW LAND ACQUISITION
The board of directors (“Board”) of Yuexiu Property Company Limited (“Company”) is pleased to announce the unaudited sales statistics as at 31 July 2026 and a new land acquisition as follows:
## MONTHLY CONTRACTED SALES
In July 2026, the value of the Company’s contracted sales (including contracted sales of projects of joint ventures and associates) amounted to approximately RMB5,103 million, representing a year-on-year decrease of approximately 15.0%. The corresponding gross floor area (“GFA”) of the contracted sales amounted to approximately 162,200 sq.m., representing a year-on-year decrease of approximately 6.9%.
The value of the aggregate contracted sales (including contracted sales of projects of joint ventures and associates) of the Company for the period from January to July 2026 (“Accumulated Contracted Sales”) amounted to approximately RMB55,608 million, representing a year-on-year decrease of approximately 17.6%. The corresponding GFA of the Accumulated Contracted Sales amounted to approximately 1,860,900 sq.m., representing a year-on-year increase of approximately 13.7%.
## NEW LAND ACQUISITION
In July 2026, the Company, through its subsidiary which the Company effectively owns 95.475% interest, acquired a land parcel in Guangzhou by way of land auction. The land parcel is located in Baiyun District, Guangzhou, and the total GFA of the land parcel is approximately 56,933 sq.m.. It is planned for residential and cultural facility uses. The amount of land premium attributable to the effective equity interest of the Company was approximately RMB966 million.
The above-mentioned data are unaudited and are based on the summary of internal information of the Company, which may differ from the figures to be disclosed in the audited or unaudited financial statements to be published by the Company on an annual or semi-annual basis due to various uncertainties during the process of collection and collating of such information. As such, the above data are 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.
By Order of the Board Yuexiu Property Company Limited Yu Tat Fung Company Secretary
Hong Kong, 7 August 2026
As at the date of this announcement, the Board comprises:
Executive Directors: LIN Zhaoyuan (Chairman), ZHU Huisong, JIANG Guoxiong, HE Yuping, CHEN Jing and LIU Yan
Non-executive Directors: ZHANG Yibing and SU Junjie
Independent Non-executive Directors:
YU Lup Fat Joseph, LEE Ka Lun, LAU Hon Chuen Ambrose and CHEUNG Kin Sang
(Incorporated in Hong Kong with limited liability)
(Stock code: 00123)
# ANNOUNCEMENT
# UNAUDITED SALES STATISTICS AS AT 31 JULY 2026 AND A NEW LAND ACQUISITION
The board of directors (“Board”) of Yuexiu Property Company Limited (“Company”) is pleased to announce the unaudited sales statistics as at 31 July 2026 and a new land acquisition as follows:
## MONTHLY CONTRACTED SALES
In July 2026, the value of the Company’s contracted sales (including contracted sales of projects of joint ventures and associates) amounted to approximately RMB5,103 million, representing a year-on-year decrease of approximately 15.0%. The corresponding gross floor area (“GFA”) of the contracted sales amounted to approximately 162,200 sq.m., representing a year-on-year decrease of approximately 6.9%.
The value of the aggregate contracted sales (including contracted sales of projects of joint ventures and associates) of the Company for the period from January to July 2026 (“Accumulated Contracted Sales”) amounted to approximately RMB55,608 million, representing a year-on-year decrease of approximately 17.6%. The corresponding GFA of the Accumulated Contracted Sales amounted to approximately 1,860,900 sq.m., representing a year-on-year increase of approximately 13.7%.
## NEW LAND ACQUISITION
In July 2026, the Company, through its subsidiary which the Company effectively owns 95.475% interest, acquired a land parcel in Guangzhou by way of land auction. The land parcel is located in Baiyun District, Guangzhou, and the total GFA of the land parcel is approximately 56,933 sq.m.. It is planned for residential and cultural facility uses. The amount of land premium attributable to the effective equity interest of the Company was approximately RMB966 million.
The above-mentioned data are unaudited and are based on the summary of internal information of the Company, which may differ from the figures to be disclosed in the audited or unaudited financial statements to be published by the Company on an annual or semi-annual basis due to various uncertainties during the process of collection and collating of such information. As such, the above data are 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.
By Order of the Board Yuexiu Property Company Limited Yu Tat Fung Company Secretary
Hong Kong, 7 August 2026
As at the date of this announcement, the Board comprises:
Executive Directors: LIN Zhaoyuan (Chairman), ZHU Huisong, JIANG Guoxiong, HE Yuping, CHEN Jing and LIU Yan
Non-executive Directors: ZHANG Yibing and SU Junjie
Independent Non-executive Directors:
YU Lup Fat Joseph, LEE Ka Lun, LAU Hon Chuen Ambrose and CHEUNG Kin Sang
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