招商局置地2023 中期报告

2023INTERIM REPORT CONTENTS目 錄 25243941444547CORPORATE INFORMATION公司資料MANAGEMENT DISCUSSION AND ANALYSIS管理層討論及分析OTHER INFORMATION其他資料CONDENSED CONSOLIDATED STATEMENT OFPROFIT OR LOSS AND OTHER COMPREHENSIVE INCOME簡明綜合損益及其他全面收益表CONDENSED CONSOLIDATED STATEMENT OFFINANCIAL POSITION簡明綜合財務狀況表CONDENSED CONSOLIDATED STATEMENT OFCHANGES IN EQUITY簡明綜合權益變動表CONDENSED CONSOLIDATED STATEMENT OF CASH FLOWS簡明綜合現金流量表NOTES TO THE CONDENSEDCONSOLIDATED FINANCIAL STATEMENTS簡明綜合財務報表附註 CORPORATE INFORMATION公 司 資 料 於本中期報告最後可行日期，即二零二三年九月十五日，本公司董事會及各委員會成員架構如下： As at the latest practicable date of this interimreport, i.e. 15 September 2023, the composition ofthe Board of Directors and the committees of theCompany is set out below: 董事 DIRECTORS 非執行董事許永軍先生（主席）黃均隆先生李堯先生 Non-executive Directors Mr. XU Yongjun(Chairman)Mr. HUANG JunlongMr. LI Yao 執行董事 Executive Directors Dr. SO Shu FaiMr. WONG King YuenMs. CHEN Yan 蘇樹輝博士黃競源先生陳燕女士 獨立非執行董事 Independent Non-executive Directors Dr. WONG Wing Kuen, AlbertMs. CHEN YanpingDr. SHI XinpingMr. IP Man Ki, Ryan 王永權博士陳燕萍女士史新平博士葉文祺先生 AUDIT COMMITTEE 審核委員會 Dr. WONG Wing Kuen, Albert(Chairman)Dr. SHI XinpingMr. LI Yao 王永權博士（主席）史新平博士李堯先生 提名委員會 NOMINATION COMMITTEE 許永軍先生（主席）陳燕萍女士史新平博士 Mr. XU Yongjun(Chairman)Ms. CHEN YanpingDr. SHI Xinping 薪酬委員會 REMUNERATION COMMITTEE 陳燕萍女士（主席）黃均隆先生王永權博士 Ms. CHEN Yanping(Chairman)Mr. HUANG JunlongDr. WONG Wing Kuen, Albert COMPANY SECRETARYMr. Ng Ho 公司秘書吳昊先生 核數師 AUDITOR 德勤•關黃陳方會計師行註冊公眾利益實體核數師 Deloitte Touche TohmatsuRegistered Public Interest Entity Auditors 註冊辦事處 REGISTERED OFFICE P.O. Box 309, Ugland House,Grand Cayman,KY1-1104,Cayman Islands P.O. Box 309, Ugland House,Grand Cayman,KY1-1104,Cayman Islands 總辦事處及主要營業地點 HEAD OFFICE ANDPRINCIPAL PLACE OF BUSINESS Room 2603 to 2606, 26/FChina Merchants Tower, Shun Tak CentreNos. 168–200 Connaught Road CentralHong Kong 香港干諾道中168–200號信德中心招商局大廈26樓2603–2606室 主要來往銀行 PRINCIPAL BANKERS 中國農業銀行股份有限公司中國銀行（香港）有限公司中國銀行股份有限公司交通銀行股份有限公司交通銀行股份有限公司，香港分行 Agricultural Bank of China LimitedBank of China (Hong Kong) LimitedBank of China LimitedBank of Communications Co., Ltd.Bank of Communications Co., Ltd.Hong Kong BranchChina Construction Bank CorporationChina Construction Bank (Asia) CorporationLimitedChina Everbright Bank Co., Ltd.China Merchants Bank Co., Ltd.DBS Bank LimitedIndustrial and Commercial Bank of China (Asia)LimitedIndustrial and Commercial Bank of China LimitedIndustrial Bank Co., Ltd.Shanghai Pudong Development Bank Co., Ltd. 中國建設銀行股份有限公司中國建設銀行（亞洲）股份有限公司 中國光大銀行股份有限公司招商銀行股份有限公司星展銀行有限公司中國工商銀行（亞洲）有限公司 中國工商銀行股份有限公司興業銀行股份有限公司上海浦東發展銀行股份有限公司 CORPORATE INFORMATION公 司 資 料 主要股份過戶及登記總處 PRINCIPAL SHARE REGISTRARS ANDTRANSFER OFFICE Suntera (Cayman) LimitedSuite 3204, Unit 2A, Block 3,Building D, P.O. Box 1586,Gardenia Court, Camana Bay,Grand Cayman, KY1-1100,Cayman Islands Suntera (Cayman) LimitedSuite 3204, Unit 2A, Block 3,Building D, P.O. Box 1586,Gardenia Court, Camana Bay,Grand Cayman, KY1-1100,Cayman Islands 香港股份過戶及登記分處 HONG KONG BRANCH SHAREREGISTRAR AND TRANSFER OFFICE Tricor Tengis Limited17/F, Far East Finance Centre16 Harcourt RoadHong Kong 卓佳登捷時有限公司香港夏愨道16號遠東金融中心17樓 SOLICITORSJun He Law Offices 律師君合律師事務所 WEBSITEhttp://ir.cmland.hk 網址http://ir.cmland.hk 股份代號978 STOCK CODE978 MANAGEMENT DISCUSSION AND ANALYSIS管 理 層 討 論 及 分 析 市場形勢分析 MARKET OVERVIEW ANALYSIS China’s economic performance in the first halfof 2023 rebounded and improved as a whole,with market demand gradually recovering andproduction and supply continuing to increase.According to data released by the NationalBureau of Statistics of China, the gross domesticproduct (GDP) in the first half year reachedRMB59,303.4 billion, up by 5.5 percent year onyear at constant price, or 1.0 percentage pointfaster than that in the first quarter of 2023, whichlaid an important foundation for achieving thegoal of 5% growth rate set for the full year. China’seconomy has strong resilience and potential, andthe fundamentals sustaining China’s steady andlong-term economic growth remain unchanged. 中國在二零二三年上半年的經濟表現整 體 上 有 所 反 彈 及 改 善 ， 市 場 需 求逐步恢復，生產供給持續增加。根據中 國 國 家 統 計 局 發 佈 的 數 據 顯 示 ，上半年國內生產總值人民幣593,034億 元 ， 按 不 變 價 格 計 算 ， 同 比 增 長5.5%，比一季度加快1.0個百分點，為完成全年增長5%的目標打下了重要基礎。我國經濟具有巨大的發展韌性和潛力，長期向好的基本面沒有改變。 房地產行業仍面臨深刻調整，上半年房地產投資額人民幣5.8萬億元，同比下降7.9%；然而，各家房企投資策略趨同，核心城市的優質地塊熱度較高，土地市場呈現「整體偏冷，局部火熱」的格局。銷售方面，上半年，商品房銷售面積59,515萬平方米，同比下降5.3%，其中住宅銷售面積下降2.8%。商品房銷售額人民幣63,092億元，增長1.1%，其中住宅銷售額增長3.7%。 The real estate industry is still facing a profoundadjustment. In the first half of 2023, the realestate investment amounted to RMB5,800 billion,representing a year-on-year decrease of 7.9%.However, the investment strategies of variousreal estate enterprises were similar and therewas a high degree of enthusiasm for quality landparcels in core cities. The overall land market wasin the doldrums, while some were hot. In terms ofthe sales, in the first half of 2023, the floor spaceof commercial buildings sold was 595.15 millionsquare meters, a ye