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龍光公佈2025年中期業績:推進境內外債務重組,穩定企業生產經營

8月27日,龍光集團(03380.HK)公佈截至2025年6月30日止半年業績。

2025年上半年,儘管政策層面持續發力以推動房地產市場止跌回穩,但行業整體仍處於深度調整階段。房地產開發投資與銷售規模同比呈現下滑,房企普遍面臨較大的經營壓力。Wind數據顯示,截至8月18日,已有72家房企發佈中期業績預告,其中預計虧損的企業佔比超過六成。

面對多重困難挑戰,龍光集團積極主動應對,堅定不移推進 “穩經營、保交房”工作。2025 年上半年,公司按計劃完成項目交付任務,以切實行動履行企業責任,兌現了對業主和社會的承諾。

報告期內,龍光集團實現合約銷售額人民幣39.8億元,營業收入人民幣34億元,淨虧損人民幣19.6億元。虧損主要是受房地產行業持續低迷、毛利率依然處於低水平及存貨計提減值撥備等因素影響。

當前階段,房地產市場復甦仍面臨挑戰,受行業環境、債務壓力等多重因素影響,龍光在短期內仍將面臨較大的經營壓力與困難。

公司全力推進境內外債務重組事宜並取得重要進展。截至報告日,龍光旗下共計21筆境內公司債券及資產支持證券重組方案,成功獲得投資人投票通過,全部債券表決悉數提前通關。目前,龍光正在根據境內債券持有人會議的議案,安排債券持有人就其持有的債券在重組方案選項中進行選擇及分配,全面落實境內債券重組相關後續工作,保障境內重組計劃順利完成。

龍光境內債券重組加快落地,不僅爲整體境外債重組的持續推進築牢堅實基礎,更對加快境外債重組進程形成積極助力。龍光整體境外債務重組已獲得衆多投資人明確支持,各項工作正在按計劃有序推進中,爲徹底化解債務風險的全局突破奠定了堅實基礎。

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