Longfor Group Holdings Reports May 2026 Operating Statistics and Strategic Land Acquisition
Key Highlights for Investors
- Contracted Sales: For the five months ended 31 May 2026, Longfor Group recorded aggregated contracted sales of RMB13.67 billion, with a total contracted sales area of 1,451,000 square meters (sqm). In May 2026 alone, contracted sales reached RMB3.32 billion and a contracted area of 298,000 sqm.
- Shareholder-Attributable Sales: Contracted sales attributable to shareholders in May 2026 amounted to RMB2.13 billion, with a corresponding area of 200,000 sqm.
- Revenue from Property Operations and Services: For the five months ended 31 May 2026, total revenue from property operation and property service was approximately RMB11.14 billion (before tax: RMB11.88 billion). This includes RMB6.03 billion from property operation (before tax: RMB6.46 billion) and RMB5.11 billion from property services (before tax: RMB5.42 billion).
- New Land Acquisition: In May 2026, Longfor Group acquired a strategic land plot in Dalian, with a total gross floor area (GFA) and attributable GFA of 76,985 sqm. The total attributable acquisition cost was RMB374 million, with an average cost of RMB4,855 per sqm.
Detailed Overview
Longfor Group Holdings Limited has released its unaudited operating statistics for the five months ended 31 May 2026, providing a comprehensive look at its recent performance and strategic moves in the property market.
Sales Performance: The Group reported robust contracted sales of RMB13.67 billion year-to-date May 2026. In the single month of May, contracted sales stood at RMB3.32 billion, with a sales area of 298,000 sqm. Of this, RMB2.13 billion (200,000 sqm) was directly attributable to shareholders, reflecting the Group’s core business strength and ongoing market demand.
Revenue Breakdown: Total revenue from property operations and services for the five-month period reached RMB11.14 billion (RMB11.88 billion before tax). Property operation revenue comprised RMB6.03 billion (before tax: RMB6.46 billion), while property service revenue contributed RMB5.11 billion (before tax: RMB5.42 billion). This diversified revenue stream demonstrates Longfor’s balanced business model, combining both property development and recurring service income.
Land Acquisition – Dalian “Cotton and Linen Factory Plot”: The Group made a significant acquisition in May, securing a new land plot in Dalian. The acquisition includes both commercial and residential components:
- Commercial Portion: Site area of 7,546 sqm, total GFA and attributable GFA of 3,800 sqm, with a consideration of RMB24 million (average cost: RMB6,245 per sqm).
- Residential Portion: Site area of 45,662 sqm, total GFA and attributable GFA of 73,185 sqm, with a consideration of RMB350 million (average cost: RMB4,783 per sqm).
- Total for May: Site area of 53,208 sqm, total/acquirable GFA of 76,985 sqm, total consideration RMB374 million, with an average cost of RMB4,855 per sqm.
This acquisition is 100% owned by Longfor, which may signal future growth potential in the Dalian market and a strengthening of the Group’s land reserve pipeline.
Shareholder Considerations & Potential Price Sensitivity
- Sales and Revenue Figures: The released numbers provide transparency into Longfor’s sales momentum and revenue stability, both of which are critical for investor confidence and can influence share price movement.
- Strategic Land Acquisition: The acquisition of a large, 100%-owned land plot in Dalian at a competitive cost per sqm may position Longfor for future earnings growth, supporting the Group’s long-term development strategy and potentially impacting share valuations positively.
- Unaudited Data: All data disclosed is unaudited and based on preliminary internal information, meaning that actual results in the audited or unaudited consolidated financial statements may differ. Investors should monitor for any adjustments or updates in future statutory disclosures.
- Board Composition: The announcement also confirms the current Board structure, which may interest shareholders monitoring governance and leadership stability.
Disclaimer: The above information is based on unaudited, preliminary internal figures and may be subject to change. Investors are advised to exercise caution and consult professional or financial advisers before making any investment decisions related to Longfor Group Holdings Limited.
龍湖集團公佈2026年5月營運數據及大連土地收購詳情
投資者重點摘要
- 合約銷售：截至2026年5月31日，集團累計合約銷售為人民幣136.7億元，合約銷售面積達145.1萬平方米。僅5月份，合約銷售達人民幣33.2億元，銷售面積29.8萬平方米。
- 股東應佔銷售：5月份股東應佔合約銷售為人民幣21.3億元，銷售面積20萬平方米。
- 物業運營及服務收入：截至2026年5月31日，物業運營及服務總收入約為人民幣111.4億元（稅前118.8億元）。當中，物業運營收入約為60.3億元（稅前64.6億元），物業服務收入約為51.1億元（稅前54.2億元）。
- 新土地收購：2026年5月，集團於大連收購一幅新地，總建築面積及應佔建築面積均為76,985平方米，應佔收購成本為人民幣3.74億元，平均成本為每平方米4,855元。
詳盡分析
龍湖集團控股有限公司公佈截至2026年5月31日止五個月未經審核營運數據，全面展示其近期業績表現及於物業市場的策略布局。
銷售表現：集團年初至今合約銷售額達人民幣136.7億元。僅5月份，合約銷售為33.2億元，銷售面積29.8萬平方米。其中，股東應佔銷售為21.3億元，面積20萬平方米，反映集團核心業務實力及市場需求持續。
收入結構：截至5月底，物業運營及服務收入總計約111.4億元（稅前118.8億元），其中物業運營收入60.3億元（稅前64.6億元），物業服務收入51.1億元（稅前54.2億元）。收入結構多元化，體現龍湖發展與穩定經常性收入兼備的商業模式。
大連「棉麻廠地塊」土地收購：集團5月於大連獲得一幅重要地塊，涵蓋商業及住宅用途：
- 商業部分：用地面積7,546平方米，總及應佔建築面積3,800平方米，收購價2,400萬元，平均成本每平方米6,245元。
- 住宅部分：用地面積45,662平方米，總及應佔建築面積73,185平方米，收購價3.5億元，平均成本每平方米4,783元。
- 5月合計：用地面積53,208平方米，總及應佔建築面積76,985平方米，總收購價3.74億元，平均每平方米4,855元。
此次收購為100%權益，有助集團於大連市場加強儲備，為未來增長創造基礎。
股東需留意事項及潛在敏感信息
- 銷售及收入數據：本次公佈數字展示銷售動力及收入穩定，有助增強投資者信心，或對股價構成影響。
- 土地收購策略：於大連以具競爭力價格收購大面積、100%權益土地，有利未來盈利增長，支持長遠發展策略，或對估值造成正面影響。
- 未經審核數據：所有數據均為內部初步未經審核資料，最終經審核財務報表或有出入，投資者需密切關注日後正式披露。
- 董事會組成：本次亦確認現時董事會架構，關注公司治理及領導層穩定的股東可作參考。
免責聲明：以上資訊僅為未經審核初步數據，或會有所更動。投資者作出相關投資決定前，應審慎考慮並向專業或財務顧問查詢。
