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00688 中国海外发展
休市中 04-24 16:08:27
12.380
-0.160
-1.28%
最高
12.540
最低
12.300
成交量
2,194万
今开
12.540
昨收
12.540
日振幅
1.91%
总市值
1,355亿
流通市值
1,355亿
总股本
109.45亿
成交额
2.72亿
换手率
0.20%
流通股本
109.45亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
中国海外发展授予董事股份购回授权,规模达已发行股本一成
公告速递 · 04-24 18:47
中国海外发展授予董事股份购回授权,规模达已发行股本一成
中国海外发展2025年收入下滑至1680.9亿元,核心城市布局与商业板块稳步推进
公告速递 · 04-24 18:47
中国海外发展2025年收入下滑至1680.9亿元,核心城市布局与商业板块稳步推进
中国海外发展(00688):“24中海02”将于4月24日付息
智通财经 · 04-22
中国海外发展(00688):“24中海02”将于4月24日付息
财报前瞻|中国海外发展本季度营收预计变化不明,机构观点暂无明显倾向
财报Agent · 04-22
财报前瞻|中国海外发展本季度营收预计变化不明,机构观点暂无明显倾向
小摩:料内房短期或跑赢 首选华润置地(01109)及华润万象生活(01209)
智通财经 · 04-15
小摩:料内房短期或跑赢 首选华润置地(01109)及华润万象生活(01209)
港股公告掘金 | 迅销中期母公司拥有人应占溢利2792.9亿日圆 同比增长19.6%
智通财经 · 04-10
港股公告掘金 | 迅销中期母公司拥有人应占溢利2792.9亿日圆 同比增长19.6%
中国海外发展(00688)3月合约物业销售金额约285.78亿元 同比上升34.8%
智通财经 · 04-09
中国海外发展(00688)3月合约物业销售金额约285.78亿元 同比上升34.8%
内房股走低 龙湖集团(00960)跌4.32% 大摩料次季行业表现或仍跑输大市
金吾财讯 · 04-09
内房股走低 龙湖集团(00960)跌4.32% 大摩料次季行业表现或仍跑输大市
大摩:降中国海外发展(00688)目标价至12.5港元 评级“与大市同步”
智通财经 · 04-08
大摩:降中国海外发展(00688)目标价至12.5港元 评级“与大市同步”
中国海外发展(00688):“22中海02”将于4月7日付息
智通财经 · 04-02
中国海外发展(00688):“22中海02”将于4月7日付息
美银证券:内房复苏需靠自身动力 偏好华润置地(01109)
智通财经 · 04-02
美银证券:内房复苏需靠自身动力 偏好华润置地(01109)
美银证券:降中国海外发展目标价至14.5港元 维持“买入”评级
新浪港股 · 04-01
美银证券:降中国海外发展目标价至14.5港元 维持“买入”评级
中国海外发展3月股份变动月报表,股本维持不变
公告速递 · 04-01
中国海外发展3月股份变动月报表,股本维持不变
晨星:下调中国海外发展(00688)公允价值预测10% 业绩不佳但料2027年好转
智通财经 · 04-01
晨星:下调中国海外发展(00688)公允价值预测10% 业绩不佳但料2027年好转
中国海外发展(00688)将委任李民桥为独立非执行董事
智通财经 · 03-31
中国海外发展(00688)将委任李民桥为独立非执行董事
花旗:中国海外发展(00688)去年核心利润符预期 予“买入”评级
智通财经 · 03-31
花旗:中国海外发展(00688)去年核心利润符预期 予“买入”评级
中国海外发展2025年收入1680.9亿元 深耕一线、强二线等重点市场
新华财经 · 03-31
中国海外发展2025年收入1680.9亿元 深耕一线、强二线等重点市场
中海2025年报解读:权益销售、权益拿地双第一的背后,“好房子+好资产”硬核驱动的胜利
格隆汇 · 03-31
中海2025年报解读:权益销售、权益拿地双第一的背后,“好房子+好资产”硬核驱动的胜利
中国海外发展(00688)2025年股东溢利同比减少18.83% 拟派末期股息每股25港仙
金吾财讯 · 03-31
中国海外发展(00688)2025年股东溢利同比减少18.83% 拟派末期股息每股25港仙
中国海外发展将于2026年07月15日派发末期股息每股0.25港元
公告速递 · 03-31
中国海外发展将于2026年07月15日派发末期股息每股0.25港元
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公司概况
公司名称:
中国海外发展
所属市场:
SEHK
上市日期:
--
主营业务:
中国海外发展有限公司是一家主要从事房地产开发业务的投资控股公司。该公司透过三个分部营运业务。房地产开发业务分部主要从事物业开发及销售业务。商业物业运营业务分部主要从事物业租赁、酒店及其他商业物业的运营业务。其他业务分部主要提供物资采购和供应链管理服务、建筑及规划设计顾问服务及其他服务。
发行价格:
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18:47","pubTimestamp":1777027629,"startTime":"0","endTime":"0","summary":"在截至2025年12月31日的财年里,中国海外发展实现收入1680.9亿元人民币,同比下降9.2%;本公司股东应占溢利为126.9亿元人民币,同比下降18.9%。核心溢利130.1亿元人民币,净借贷比率上升至34.2%,每股基本盈利为1.16元人民币,全年股息合计50港仙。公司表示将在巩固住宅和商业物业主业之外,不断完善现金流与资本结构,并持续关注风险管控与长期竞争力。报告期内,房地产开发收入依旧构成主要来源。截至2025年末,总资产约为9156.97亿元人民币,较上年小幅增长。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"中国海外发展2025年收入下滑至1680.9亿元,核心城市布局与商业板块稳步推进","news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629019346","title":"中国海外发展(00688):“24中海02”将于4月24日付息","url":"https://stock-news.laohu8.com/highlight/detail?id=2629019346","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629019346?lang=zh_cn&edition=full","pubTime":"2026-04-22 17:13","pubTimestamp":1776849237,"startTime":"0","endTime":"0","summary":"智通财经APP讯,中国海外发展(00688)发布公告,中海企业发展集团有限公司2024年面向专业投资者公开发行公司债券(第一期)(品种二)将于2026年4月24日支付自2025年4月24日至2026年4月23日期间的利息。本期债券简称:“24中海02”;债券余额:30亿元;本期债券第2年(2025年4月24日至2026年4月23日)的票面利率为2.68%。每10张“24中海02”面值人民币1000元派发利息为人民币26.80元(含税)。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1431946.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999009997.SGD","IE00BZ08YS42.EUR","LU0205439572.USD","BK1555","LU0605514214.HKD","IE00BVYPNQ40.USD","BK1240","LU0329678337.USD","IE00BZ08YR35.GBP","LU0650527681.SGD","SG9999010078.USD","BK1521","IE00BGHQDM52.EUR","LU0594300419.USD","LU0315179316.USD","IE00BZ08YT58.USD","IE00BVYPNP33.GBP","LU0287142896.SGD","LU0329678170.USD","LU0594300179.USD","LU0173614495.USD","03121","SG9999010052.SGD","LU0737861772.HKD","00688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1189617734","title":"财报前瞻|中国海外发展本季度营收预计变化不明,机构观点暂无明显倾向","url":"https://stock-news.laohu8.com/highlight/detail?id=1189617734","media":"财报Agent","labels":["earningPreview"],"top":1,"itemType":null,"share":"https://www.laohu8.com/m/news/1189617734?lang=zh_cn&edition=full","pubTime":"2026-04-22 12:14","pubTimestamp":1776831297,"startTime":"0","endTime":"0","summary":"中国海外发展将于2026年04月29日发布最新季度财报。目前缺乏可核实的一致预期与公司对本季度的公开收入及利润指引信息,无法展示包含营收、毛利率、净利润或净利率、调整后每股收益及同比数据的本季度预测。基于公开可得的有限信息,市场对本季度盈利修复的可持续性与销售去化的稳定性仍持观望态度,重点聚焦一二线城市货值释放、融资成本变化与交付质量对毛利率的影响。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"财报前瞻|中国海外发展本季度营收预计变化不明,机构观点暂无明显倾向","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627401173","title":"小摩:料内房短期或跑赢 首选华润置地(01109)及华润万象生活(01209)","url":"https://stock-news.laohu8.com/highlight/detail?id=2627401173","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627401173?lang=zh_cn&edition=full","pubTime":"2026-04-15 15:27","pubTimestamp":1776238053,"startTime":"0","endTime":"0","summary":"小摩现预计市场将在2027年稳定。在经历数周的低迷表现后,小摩认为中国房地产短期内可能跑赢大市,主要得益于二手市场交易量增长强劲及中共中央政治局会议在4月底的战略性时机。该行首选股为华润置地及华润万象生活,但预期国企开发商中的中国海外发展及中国金茂,以及民企开发商中的龙湖集团具更高beta值。另外,该行预期二手成交强劲将直接利好贝壳-W。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1428746.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0238689110.USD","SG9999014674.SGD","BK4207","LU2237443895.HKD","LU1242518931.SGD","LU1670628061.USD","LU2088748376.SGD","LU0310799852.SGD","HK0000306685.HKD","LU0323591593.USD","LU1008478684.HKD","LU0820561909.HKD","JPMO","00688","LU0359202008.SGD","LU0979878070.USD","IE00BYXW3230.USD","LU0348827113.USD","SG9999010078.USD","LU2237443978.SGD","IE0008368742.USD","LU0456846285.SGD","LU1974910355.USD","LU0620787316.HKD","LU0976567544.SGD","BK4504","03121","LU2237443622.USD","01209","LU1880383366.USD","LU2417539215.USD","LU2213496289.HKD","LU0265550359.USD","JPO","02423","IE00BDRTCR15.USD","LU0048597586.USD","BK1542","00960","LU0868494617.USD","00817","01109","LU2237443382.USD","LU2023250504.SGD","LU2357305700.SGD","LU2237443549.SGD","LU1894683348.USD","BK1229","HK0000306701.USD","LU0496365809.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626214154","title":"港股公告掘金 | 迅销中期母公司拥有人应占溢利2792.9亿日圆 同比增长19.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2626214154","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626214154?lang=zh_cn&edition=full","pubTime":"2026-04-10 09:15","pubTimestamp":1775783701,"startTime":"0","endTime":"0","summary":"重大事项:中国生物制药(01177):纳地美定“外周μ-阿片受体拮抗剂”在大湾区获批上市复宏汉霖(02696):汉利康 (利妥昔单抗注射液)新增适应症的补充申请获国家药品监督管理局批准轩竹生物-B(02575)与Boston Oncology 就吡洛西利、地罗阿克达成许可及供货协议博泰车联(02889)与民生银行签订全面战略合作协议兆威机电(02692)拟参与竞买国有土地使用权并投资建设灵巧手及微","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1426870.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE00BZ08YS42.EUR","LU1720050803.USD","02889","BK1524","BK4585","IE00BVYPNQ40.USD","LU0205439572.USD","BK1147","BK1580","LU0605514214.HKD","BK1516","06969","LU0173614495.USD","BK1505","BK1564","IE00BGHQDM52.EUR","BK1125","SG9999010078.USD","LU0329678337.USD","LU0594300179.USD","BK4588","02692","SG9999009997.SGD","BK1144","BK1594","LU0737861772.HKD","BK1521","06030","LU0329678170.USD","03121","BK1555","00688","LU0287142896.SGD","VXUS","BK1589","LU0650527681.SGD","SG9999010052.SGD","IE00BZ08YR35.GBP","BK1116","IE00BZ08YT58.USD","LU0594300419.USD","BK1240","LU1794554557.SGD","LU0315179316.USD","BK1242","01816","IE00BVYPNP33.GBP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626900990","title":"中国海外发展(00688)3月合约物业销售金额约285.78亿元 同比上升34.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2626900990","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626900990?lang=zh_cn&edition=full","pubTime":"2026-04-09 17:17","pubTimestamp":1775726241,"startTime":"0","endTime":"0","summary":"2026年1月至3月,中国海外系列公司累计合约物业销售金额约人民币515.20亿元,按年上升11.0%;而相应的累计销售面积约181.71万平方米,按年下跌17.1%。此外,截至2026年3月31日,中国海外系列公司取得已认购物业销售约人民币 124.44亿元,预期将于往后数月内转化为合约物业销售。2026年1月至3月,本集团新增土地累计权益建筑面积约13.2万平方米,累计权益地价约人民币21.31亿元。此外,2026年3月,中海宏洋及/或其附属公司没有收购任何地块。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1426569.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE00BVYPNP33.GBP","LU0650527681.SGD","IE00BZ08YR35.GBP","IE00BGHQDM52.EUR","00688","LU0173614495.USD","LU0205439572.USD","BK1240","BK1521","LU0605514214.HKD","LU0329678337.USD","SG9999010052.SGD","SG9999010078.USD","IE00BVYPNQ40.USD","BK1555","SG9999009997.SGD","LU0594300179.USD","LU0315179316.USD","LU0287142896.SGD","LU0594300419.USD","03121","IE00BZ08YS42.EUR","LU0329678170.USD","IE00BZ08YT58.USD","LU0737861772.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626906377","title":"内房股走低 龙湖集团(00960)跌4.32% 大摩料次季行业表现或仍跑输大市","url":"https://stock-news.laohu8.com/highlight/detail?id=2626906377","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626906377?lang=zh_cn&edition=full","pubTime":"2026-04-09 14:28","pubTimestamp":1775716137,"startTime":"0","endTime":"0","summary":"大摩发表报告指,内房发展商对物业市场前景整体仍持审慎态度,但部分内房国企预计从2026年起,毛利率及盈利将逐步复苏,主要受惠于发展物业利润率改善以及租金收入稳健增长。该行指,内房主要发展商2025年业绩表现疲弱,符合市场预期。核心盈利按年平均下跌29%,主要受收入按年下降11%,以及发展毛利率收窄1.1个百分点所拖累,导致行业ROE仅为0.6%。2026年第二季,行业表现或仍跑输大市,因为楼价再度转弱将进一步影响市场情绪。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978505","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0348766576.USD","LU1171460220.USD","IE00BVYPNQ40.USD","00688","IE00BZ08YR35.GBP","LU0882574139.USD","LU0912757837.SGD","LU0795875086.SGD","LU1244550221.USD","LU2133065610.SGD","BK4585","LU0287142896.SGD","02202","LU0971096721.USD","LU2111349929.HKD","LU0329678337.USD","LU0557290698.USD","LU1668664300.SGD","00960","000002","LU2089284900.SGD","LU0106261372.USD","BK1507","BK4127","LU0006306889.USD","LU1244550577.SGD","LU0348767384.USD","BK1589","IE0034224299.USD","LU0158827948.USD","LU0314104364.USD","LGFRY","LU0605514214.HKD","LU0173614495.USD","IE00BGHQDM52.EUR","BK4534","LU2357305700.SGD","LU1732799900.SGD","LU1791710582.SGD","LU0329678170.USD","LU0320765646.SGD","LU1244550494.USD","LU2271345857.HKD","LU0205439572.USD","IE00BKVL7J92.USD","IE00BZ1G4Q59.USD","BK1555","LU1989772840.SGD","LU0650527681.SGD","LU2023251221.USD","BK4581","03301","LU0098860793.USD","LU1162221912.USD","LU0795875169.SGD","IE00BZ08YT58.USD","LU1989772923.USD","LU2347655156.SGD","IE00BZ08YS42.EUR","LU0267386448.USD","LU1548497426.USD","03900","BK4504","LU2089283258.USD","BK4588","LU1791710400.SGD","SG9999010052.SGD","LU1363072403.SGD","LU1732800096.USD","02772","LU2279858448.HKD","SG9999009997.SGD","CAOVY","00123","IE00BVYPNP33.GBP","LU0225283273.USD","LU0594300419.USD","BK4516","LU1720051017.SGD","LU2028103732.USD","LU0737861772.HKD","LU1720051108.HKD","LU0315179316.USD","LU1074936037.SGD","03121","LU0106831901.USD","MS","SG9999010078.USD","BK1521","LU0158827781.USD","LU0594300179.USD","LU0234570918.USD","BK1240","LU0528227936.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625918715","title":"大摩:降中国海外发展(00688)目标价至12.5港元 评级“与大市同步”","url":"https://stock-news.laohu8.com/highlight/detail?id=2625918715","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625918715?lang=zh_cn&edition=full","pubTime":"2026-04-08 14:54","pubTimestamp":1775631272,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,摩根士丹利发布研报称,已将中国海外发展(00688)风险回报更新,目标价由13.5港元下调至12.5港元,维持“与大市同步”评级。该行解释,下调目标价主要由于纳入2025年业绩及引入2028年预测,并将2026年核心每股盈利预测下调13%,2027年下调2%,以反映更新了物业发展项目交付及完工时间表;租金收入增长放缓;物业发展毛利率复苏较弱;销售及行政开支高于预期。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1425907.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00688","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624382572","title":"中国海外发展(00688):“22中海02”将于4月7日付息","url":"https://stock-news.laohu8.com/highlight/detail?id=2624382572","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624382572?lang=zh_cn&edition=full","pubTime":"2026-04-02 17:13","pubTimestamp":1775121199,"startTime":"0","endTime":"0","summary":"智通财经APP讯,中国海外发展(00688)发布公告,中海企业发展集团有限公司2022年面向专业投资者公开发行公司债券(第一期)(品种二)将于2026年4月7日支付自2025年4月7日至2026年4月6日期间的利息。债券简称“22中海02”。本期债券“22中海02”在本计息期内的票面利率为3.50%。每10张“22中海02”面值人民币1000元派发付息为人民币35.00元(含税)。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1424596.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0737861772.HKD","BK1240","IE00BVYPNQ40.USD","LU0329678170.USD","LU0650527681.SGD","LU0329678337.USD","IE00BZ08YR35.GBP","LU0594300179.USD","IE00BZ08YS42.EUR","LU0594300419.USD","00688","IE00BVYPNP33.GBP","LU0205439572.USD","IE00BZ08YT58.USD","03121","LU0605514214.HKD","SG9999010078.USD","IE00BGHQDM52.EUR","SG9999009997.SGD","LU0315179316.USD","LU0287142896.SGD","BK1555","LU0173614495.USD","BK1521","SG9999010052.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624574357","title":"美银证券:内房复苏需靠自身动力 偏好华润置地(01109)","url":"https://stock-news.laohu8.com/highlight/detail?id=2624574357","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624574357?lang=zh_cn&edition=full","pubTime":"2026-04-02 16:43","pubTimestamp":1775119386,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,美银证券发布研报称,对中国房地产行业维持建设性看法,但认为复苏动力已从政策刺激转向较缓慢、自身持续复苏,过程可能不均衡。该行偏好华润置地,因其投资物业具长期增长潜力,并看好受惠于升级需求的中国海外发展及建发国际集团,认为其2027财年盈利能见度较佳,而该行下调建发国际目标价由18.6港元降至17.2港元,维持“买入”评级。该行下调万物云目标价由20港元降至19港元,维时“中性”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1424572.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01109","00688","LU0516422952.EUR","02602","03121","BK1589","LU1152091168.USD","LU0979878070.USD","LU2279858448.HKD","HK0000306685.HKD","LU0329678337.USD","LU0738912210.USD","02669","IE00BZ08YT58.USD","LU0516423091.SGD","LU1807302812.USD","BK1258","LU0205439572.USD","SG9999010078.USD","LU2088747998.USD","LU0173614495.USD","LU2088748293.HKD","LU0048580855.USD","01908","BK1570","IE00BZ08YS42.EUR","LU2088747725.USD","LU0048597586.USD","BK1583","LU0287142896.SGD","LU0650527681.SGD","LU0791591158.USD","LU1224709979.USD","161027","LU2088748376.SGD","IE00BZ08YR35.GBP","06049","LU1023057109.AUD","LU0880133367.SGD","LU0594300179.USD","LU2088748020.USD","LU0370786039.SGD","LU1366334651.USD","SG9999014674.SGD","LU1242518931.SGD","LU0501845795.SGD","LU0348827113.USD","LU3063872942.SGD","BK1521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624359313","title":"美银证券:降中国海外发展目标价至14.5港元 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2624359313","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624359313?lang=zh_cn&edition=full","pubTime":"2026-04-01 16:07","pubTimestamp":1775030820,"startTime":"0","endTime":"0","summary":" 美银证券发布研报称,维持对中国海外发展的“买入”评级,考虑到盈利预测下调,目标价由16港元降至14.5港元,对应预测2027年11倍市盈率。 中国海外发展去年业绩符合该行预期,全年核心利润录128亿人民币,同比跌18.5%,每股派息0.5港元,同比跌16%。据该行估算,中国海外发展的香港项目去年毛利率为高单位数至低双位数,预期2026年销售毛利率将提升约5个百分点。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-04-01/doc-inhsysmc5021316.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["EWH","161027","00688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1178955085","title":"中国海外发展3月股份变动月报表,股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1178955085","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1178955085?lang=zh_cn&edition=full","pubTime":"2026-04-01 15:46","pubTimestamp":1775029578,"startTime":"0","endTime":"0","summary":"中国海外发展有限公司(00688)于2026年4月1日发布了截至2026年3月31日的股份变动月报表。报告期内普通股已发行股份总数仍为10,944,883,535股,未见新增发行、购回或注销,库藏股份数目为零。公司确认满足香港联交所关于最低公众持股量的要求,股本结构保持稳定。\n根据公告,期内并无股份期权的行使或转让,惟截至3月底,相关股份期权计划累积可行使数量为811,397,653股。公司强调已遵守香港联交所《上市规则》及相关规定,公告由董事颜建国签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624056293","title":"晨星:下调中国海外发展(00688)公允价值预测10% 业绩不佳但料2027年好转","url":"https://stock-news.laohu8.com/highlight/detail?id=2624056293","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624056293?lang=zh_cn&edition=full","pubTime":"2026-04-01 14:13","pubTimestamp":1775024004,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,晨星发布研报称,将无护城河的中国海外发展公允价值预测下调9.5%,从21港元下调至19港元,主要原因是对于收入预期更加保守。不过,该公司仍让是该行在中国房地产板块的首选,股价目前仍较该行估值折让40%。晨星指,中国海外发展2025年的收入和经营利润同比分别下降9%和26%。尽管预售物业价格走低拖累利润率,但该公司的土地投资增长47%到1190亿元人民币,其中大部分新投资地块位于中国富裕地区。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1423848.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE00BZ08YT58.USD","SG9999010052.SGD","IE00BVYPNQ40.USD","IE00BGHQDM52.EUR","LU0329678170.USD","LU0650527681.SGD","IE00BZ08YR35.GBP","LU0594300179.USD","BK1521","IE00BZ08YS42.EUR","SG9999010078.USD","LU0737861772.HKD","LU0605514214.HKD","BK1555","00688","LU0287142896.SGD","LU0329678337.USD","SG9999009997.SGD","LU0315179316.USD","03121","BK1240","IE00BVYPNP33.GBP","LU0173614495.USD","LU0594300419.USD","LU0205439572.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623304004","title":"中国海外发展(00688)将委任李民桥为独立非执行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2623304004","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623304004?lang=zh_cn&edition=full","pubTime":"2026-03-31 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