MBLFGHL@EC2611A

Longfor Group Issues and Allots 55,771,300 New Shares

Longfor Group Releases 2025 Annual Report, Emphasizing Cash Flow Dominated Model

Fitch Adjusts Outlook on 龙湖集团 to Stable

Chongqing Longfor Enterprise Development Co., Ltd Terminates 2025 Public Offering of Corporate Bonds

Moody's Confirms Stable Outlook for Longfor Group, Praises Transformation and Financial Condition

Earnings Report for Longfor Group's Contract Sales and Property Operations in Q1 2026

Eshang Commercial Group's contract sales in March reached 301 million yuan

Longfor Smart Construction Signs Contract for Beijing Shunyi Yulong Bay Project to Provide One-Stop Services

Evasion of Debt Crisis:龙湖 Group Successfully Repays High-Debt to Maintain Financial Safety

CLSA 下调龙湖目标价因 2025 财年核心净亏损

Longfor Group's Major Shareholders Donate Shares to Employee Trust without Consideration

CICC Maintains Buy Rating on Longfor Group and Sets Target Price at HKD 11.50

CSC Financial Maintains Buy Rating on Longfor Group

LONGFOR GROUP released FY2025 9 Months Earnings on March 27 (BJT), actual revenue HKD 84.69 B, actual EPS HKD 0.3399

LONGFOR GROUP released FY2025 Q3 earnings on March 27, 2026 (BJT) with actual revenue of HKD 21.08 B and EPS of HKD -0.1754

EQR reported its first loss in 2025 with significant losses in real estate development business

LONGFOR GROUP released FY2025 earnings on March 27 During-Market (BJT), actual revenue HKD 106.35 B (forecast HKD 124.25 B), actual EPS HKD 0.1639 (forecast HKD 0.6971)

LONGFOR GROUP released FY2025 Q4 earnings on March 27 During-Market (BJT), actual revenue HKD 21.44 B, actual EPS HKD -0.1785

Chen Xuping of Longfor Group Suggests Real Estate Market May Stabilize

Chen Xuping of Longfor Group Announces Future Commercial Real Estate Strategy

SOMERLEY CAP

NICHE-TECH SEMI

TIANLI HOLDINGS

CPM GROUP

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COSMOS MACH

UBOT HOLDING

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Fitch Ratings has revised LONGFOR GROUP's outlook to Stable from Negative and affirmed its Long-Term Foreign-Currency Issuer Default Rating at 'BB-'. The ratings are supported by a strong investment property portfolio and stable income from property management, despite challenges in property development. Fitch noted that Longfor's debt servicing pressure has eased, with a significant reduction in maturing unsecured debt. The company reported available cash of RMB18 billion and continues to generate positive operating cash flow, ensuring sufficient liquidity to meet near-term obligations.

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LONGFOR GROUP

EPI (HOLDINGS)

China Southern CSI All Share Real Estate ETF

Hwabao WP CSI 800 Real Estate ETF

Yinhua CSI Interior Real Estate Theme ETF

Fitch Affirms LONGFOR GROUP at 'BB-' With Outlook Revised to Stable

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FORGAME announced that on April 10th, it sold a total of 736,500 shares of LONGFOR GROUP in the open market for HKD 5.64 million, equivalent to a price of HKD 7.66 per share. It is estimated that the confirmed profit is approximately HKD 300,000

AASTOCKS

FORGAME

FORGAME sold over 730,000 shares of LONGFOR GROUP, realizing 5.64 million yuan

FORGAME announced that, according to the terms of the fixed-rate notes, it will receive 736,500 shares of LONGFOR GROUP at an exercise price of USD 750,000 (approximately HKD 5.85 million), with an average price of HKD 7.98 per share

FORGAME purchased over 730,000 shares of LONGFOR GROUP at a cost of HKD 5.85 million

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Forgame Takes Delivery of Longfor Shares After Equity-Linked Note Triggers Disclosable Deal

Tip Ranks

GF CSI All Share Financials ETF

ChinaAMC CSI All Share Real Estate ETF

Forgame Takes Delivery of Longfor Shares After Equity-Linked Note Triggers Disclosable Deal

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Morgan Stanley has lowered the target prices for some domestic property stocks, expecting the industry to remain under pressure in the second quarter of 2026. Domestic property developers hold a cautious attitude towards market prospects, with weak performance expected in 2025, and core earnings are projected to decline by an average of 29%. State-owned domestic property companies are performing relatively strong, with higher profits and gross margins. Morgan Stanley maintains a positive outlook on China Resources Land and Seazen, while holding a pessimistic view on Greentown China, Vanke A, and Gemdale. The target price adjustments are as follows: Cmsk from HKD 8.31 to HKD 7.03, Gemdale from HKD 2.12 to HKD 1.1, Longfor from HKD 8.2 to HKD 8, and Vanke A from HKD 2.7 to HKD 2.15

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CHINA RES MIXC

Vanke

Gemdale

Seazen

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GREENTOWN MGMT

Morgan Stanley lowers target prices for some mainland property stocks, expects the industry to remain under pressure in the second quarter

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According to monitoring data from Centaline Property in Hong Kong, the transaction volume of new homes reached 6,300 in the first quarter of 2023, setting a new high for the same period since the new regulations were implemented in 2013. At the same time, the number of sale and purchase registrations was 5,373, with a total amount of HKD 62.8 billion, representing year-on-year increases of 38% and 94%, respectively

腾讯新闻 - 财经

Hang Seng Index

In the first quarter, Hong Kong's new home transaction volume reached a 13-year high, with a "big buyer" purchasing 9 units at once

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Cushman & Wakefield reports that premium office supply in mainland China and Hong Kong is set to peak this year, while demand lags due to economic slowdown and global uncertainties. By the end of 2025, premium office inventory in Greater China is expected to reach 99.2 million square meters, but net absorption will only rise by 2.3 million square meters, increasing vacancy rates to 25.4%. Rents in major cities are declining, with landlords advised to adopt proactive leasing strategies. Demand recovery is expected to be moderate amid ongoing challenges.

SCMP

CHINA RES LAND

HENDERSON INV

HENDERSON LAND

CHINA OVERSEAS

SWIREPROPERTIES

CH OVS G OCEANS

SHK PPT

WHARF REIC

Mainland China, Hong Kong premium office supply to peak as demand lags: Cushman

Goldman Sachs has lowered the target price for LONGFOR GROUP to HKD 8.6, expecting a core net loss of HKD 1.7 billion for the fiscal year 2025, mainly due to a loss of HKD 9.6 billion in development business. Although LONGFOR has achieved a de-leveraging milestone and has good cash flow management, the core earnings forecasts for the fiscal years 2026 to 2028 have been downgraded, with average revenue forecasts reduced by 17%. Goldman Sachs maintains a "Neutral" rating on LONGFOR

Goldman Sachs lowers Longfor Group's target price to 8.6 yuan, expects development business to remain under pressure

Citigroup lowered the target price for LONGFOR GROUP to HKD 11.1, maintaining a "Buy" rating. The report pointed out that LONGFOR GROUP had a core loss of RMB 1.7 billion last year, in line with the profit warning, with an annual dividend of RMB 0.07 per share, a year-on-year decrease of 78%. Although a loss is expected in 2025, management has committed to maintaining a 30% dividend payout ratio. The bank also lowered its earnings per share forecast for 2026 to 2027 by 21% to 63%, with the target price based on a 50% discount to net asset value

Citi lowers LONGFOR GROUP's target price to 11.1 yuan, maintains "Buy" rating

Longfor Shareholders Donate 100 Million Shares to New Employee Award Scheme

Longfor Shareholders Donate 100 Million Shares to New Employee Award Scheme

In a report released yesterday, from CSC Financial maintained a Buy rating on Longfor Group Holdings, with a price target of HK$14.15.Claim 30% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential The word on The Street in general, suggests a Strong Buy analyst consensus rating for Longfor Group Holdings with a HK$13.07 average price target.

CSC Financial Sticks to Their Buy Rating for Longfor Group Holdings (LNGPF)

CICC analyst maintained a Buy rating on Longfor Group Holdings yesterday and set a price target of HK$11.50.Claim 30% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential Currently, the analyst consensus on Longfor Group Holdings is a Strong Buy with an average price target of HK$13.07.

Longfor Group Holdings (LNGPF) Gets a Buy from CICC

LONGFOR GROUP (960) reported a net profit of HKD 1.022 billion for the full year of 2022, a year-on-year decrease of 90.2%, and will not distribute a final dividend. Revenue was approximately HKD 97.309 billion, down 23.7% year-on-year. Chairman Chen Xuping stated that the domestic property industry has undergone a deep adjustment, and the market is expected to stabilize. LONGFOR is actively reducing its debt, striving to achieve an operating cash flow of HKD 10 billion, and expects profit growth in its operations and services business to exceed 10%

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Longfor Group's annual net profit fell by 90%, no dividend will be distributed, and it is expected that this year's performance will hit bottom, with the overall domestic real estate market stabilizing after a decline

LONGFOR GROUP Chairman and CEO Chen Xuping stated at the earnings conference that he expects the overall real estate market to stabilize this year and plans to pay off all related debts, continuously reducing liabilities. The group's revenue last year was 97.31 billion yuan, with non-development business revenue surpassing traditional real estate development revenue, marking a successful transformation of the development model. In the future, the focus will be on high-quality resource reserves and improving asset returns to achieve high-quality development

LONGFOR GROUP's Chen Xuping: This year's goal is to "pay off all related debts" and expects the overall domestic real estate market to stabilize and stop declining

Longfor Group Holdings reported a significant decline in profit for 2025, with attributable profit falling to RMB1.02 billion and a core net loss of RMB1.70 billion despite a revenue of RMB97.31 billion. The company has shifted focus towards stable, recurring-fee businesses, achieving a core net profit of RMB7.92 billion from property operations. Longfor reduced its borrowings to RMB152.81 billion and maintained a net debt-to-equity ratio of 52.2%. The board decided against a final dividend, reflecting a conservative cash stance amid weaker profitability. Analysts rate the stock as a Hold with a price target of HK$10.00.

Longfor’s 2025 Profit Slumps as Core Business Turns Loss-Making Despite Lower Debt

MBLFGHL@EC2611A(27856.HK)

Fitch Affirms LONGFOR GROUP at 'BB-' With Outlook Revised to Stable

FORGAME sold over 730,000 shares of LONGFOR GROUP, realizing 5.64 million yuan

FORGAME purchased over 730,000 shares of LONGFOR GROUP at a cost of HKD 5.85 million

Forgame Takes Delivery of Longfor Shares After Equity-Linked Note Triggers Disclosable Deal

Morgan Stanley lowers target prices for some mainland property stocks, expects the industry to remain under pressure in the second quarter

In the first quarter, Hong Kong's new home transaction volume reached a 13-year high, with a "big buyer" purchasing 9 units at once

Mainland China, Hong Kong premium office supply to peak as demand lags: Cushman

Goldman Sachs lowers Longfor Group's target price to 8.6 yuan, expects development business to remain under pressure

Citi lowers LONGFOR GROUP's target price to 11.1 yuan, maintains "Buy" rating

Longfor Shareholders Donate 100 Million Shares to New Employee Award Scheme

CSC Financial Sticks to Their Buy Rating for Longfor Group Holdings (LNGPF)

Longfor Group Holdings (LNGPF) Gets a Buy from CICC

Longfor Group's annual net profit fell by 90%, no dividend will be distributed, and it is expected that this year's performance will hit bottom, with the overall domestic real estate market stabilizing after a decline

LONGFOR GROUP's Chen Xuping: This year's goal is to "pay off all related debts" and expects the overall domestic real estate market to stabilize and stop declining

Longfor’s 2025 Profit Slumps as Core Business Turns Loss-Making Despite Lower Debt