Longfor Group Holdings Ltd. – Corporate Communications and Market Performance Overview

Corporate Disclosure Update

On 24 September 2026, Longfor Group Holdings Ltd. (00960.HK) issued a series of formal communications to its shareholders. The filings, released through the Hong Kong Exchange’s electronic platform, include:

  1. Letter to Non‑Registered Shareholders and Request Form – outlining the arrangement for electronic dissemination of corporate communications. This initiative expands Longfor’s reach to holders who have not registered for the company’s electronic disclosure system, thereby improving transparency and compliance with Hong Kong’s disclosure requirements.

  2. Notification Letter and Request Form for Non‑Registered Shareholders – a complementary notice reinforcing the above arrangement and soliciting shareholder participation in upcoming governance activities.

  3. Interim Report for 2026 – a comprehensive update covering financial performance, operating highlights, and strategic initiatives through the first nine months of 2026. While the full report is available on the exchange’s portal, key takeaways include continued investment in residential and commercial developments across key Chinese markets, as well as the launch of new community‑management services that complement the company’s core real‑estate portfolio.

These disclosures reaffirm Longfor’s commitment to robust corporate governance and stakeholder engagement, positioning the company for sustained long‑term value creation.

Market Context and Share Performance

The Hong Kong Stock Exchange closed at 24,761 on 24 September 2026, down 72 points (0.3 %). The Hang Seng Index (HSI) and the Hang Seng China Enterprises Index (HSCEI) saw modest declines of 0.3 % and 0.1 %, respectively, reflecting a broader cautious stance among investors amid geopolitical uncertainty and commodity price swings.

Longfor’s share price closed at HK$5.455, a 0.6 % decline from the previous session, settling 3.6 % below the 52‑week low of HK$5.215 recorded on 14 September 2026. The stock experienced a short‑selling volume of HK$19.67 million (15.5 % of the daily turnover), indicating active speculation in a period of market volatility. Despite the dip, Longfor’s market capitalization remains robust at HK$39.96 billion, underscoring the firm’s resilience in a sector that has traditionally been viewed as a defensive play in uncertain times.

Strategic Outlook

Longfor’s interim report signals continued momentum in the Chinese real‑estate market. The company’s diversified portfolio—spanning residential, office, hospitality, and ancillary services such as community management and landscape greening—provides multiple revenue streams. The recent communications initiative to non‑registered shareholders enhances transparency, which may attract institutional investors seeking clear governance frameworks.

Looking ahead, the company is poised to leverage its extensive development pipeline in tier‑two cities, where demand for quality housing remains resilient. Furthermore, Longfor’s expansion into property‑related services aligns with the broader trend of value‑add offerings in China’s real‑estate sector, potentially driving higher operating margins.

In conclusion, while Short‑selling activity and a modest share‑price decline reflect short‑term market sentiment, Longfor Group’s solid fundamentals, proactive disclosure practices, and strategic diversification position it favourably to navigate upcoming macroeconomic challenges and capitalize on emerging opportunities within China’s dynamic real‑estate landscape.