Breaking Down Yuexiu Property Company Limited Financial Health: Key Insights for Investors

From its founding in 1983 Yuexiu Property Company Limited has grown into a powerhouse across 30 core cities with land reserves exceeding 19 million square meters, diversifying beyond traditional development into Transit-Oriented Development (TOD), elderly care, long-term rental apartments and urban renewal while recording contracted sales of RMB 114.5 billion in 2024 to rank 8th in the industry; strategic moves such as a partnership with Guangzhou Metro that has already launched eight TOD projects (including the Hangzhou Metro Gouzhuang project bringing the model nationwide), pioneering urban renewal initiatives like the Nanyang Electric Factory mixed old-town transformation, and a clear sustainability trajectory-evidenced by a July 2024 green bond issuance of RMB 1.7 billion, a Sustainable Finance Framework and certification from the Hong Kong Quality Assurance Agency-underline a mission of "Where Good Living Starts," a vision to lead urban operation services across the full chain, and core values of quality, responsibility, innovation and mutual benefit that drive its market strategy and service-led growth

Yuexiu Property Company Limited (0123.HK) - Intro

• Established: 1983
• Geographic footprint: 30 core Chinese cities
• Land reserves: >19 million sqm
• 2024 contracted sales: RMB 114.5 billion (industry ranking: 8th)

• Transit-Oriented Development (TOD): Strategic partnership with Guangzhou Metro has enabled the launch of eight TOD projects; the Hangzhou Metro Gouzhuang project represents the model's national expansion.
• Urban renewal: Active transformation of old towns, factories, and villages - landmark project includes Guangzhou's first mixed-use old-town transformation at the Nanyang Electric Factory site.
• New business lines: Development and operation in elderly care, long-term rental apartments, and TOD-integrated mixed-use schemes to capture recurring income streams and demographic demand.

• Green financing: Yuexiu Property has issued green bonds and implemented a Sustainable Finance Framework to channel capital into projects with clear environmental benefits (energy efficiency, low-carbon construction, and green building certifications).
• ESG integration: TOD and urban renewal projects are leveraged to reduce transport emissions, optimize land use, and promote compact, transit-linked urban forms.
• Social value: Elderly-care and long-term rental portfolios aim to address aging population needs and housing affordability while diversifying recurring-revenue streams.

Yuexiu Property Company Limited (0123.HK) - Overview

Mission: 'Where Good Living Starts' - Yuexiu Property Company Limited (0123.HK) centers its corporate purpose on enhancing the quality of urban life by integrating environmental protection and social responsibility into development, operations and financing.

• Embed sustainability across project lifecycle: design, construction, operation and financing.
• Prioritise community well‑being and urban liveability through mixed‑use, transit‑oriented and amenity‑rich developments.
• Adopt responsible financing mechanisms to support green and social outcomes.

Vision: To be a leading urban developer that shapes sustainable, resilient and people‑centric cities, delivering long‑term value to stakeholders while reducing environmental footprints.

• Focus on green buildings and energy‑efficient operations that raise living standards.
• Scale sustainable finance to fund eligible projects that meet recognised green standards.

Core values: integrity, accountability, innovation and stewardship - driving decisions that balance commercial performance with environmental and social impact.

• Integrity: transparent governance and responsible asset management.
• Accountability: measurable ESG targets and third‑party certification where applicable.
• Innovation: adopt green technologies and smart building solutions to improve resident experience.
• Stewardship: long‑term care for community assets and natural resources.

By integrating sustainability into its financial operations and project selection, Yuexiu Property demonstrates a proactive approach to fulfilling its mission of fostering good living environments. For a detailed financial perspective and investor insights, see Breaking Down Yuexiu Property Company Limited Financial Health: Key Insights for Investors

Yuexiu Property Company Limited (0123.HK) - Mission Statement

• Focus on quality products: prioritise design, construction standards, and sustainable building practices to meet evolving urban resident expectations.
• Quality services: integrate property management, smart-community solutions, and lifestyle services to enhance resident satisfaction and retention.
• Strong brand: build trust through consistent delivery, landmark urban projects, and diversified business lines that reinforce market recognition.
• Capable service team: invest in talent, training, and operational systems to scale service delivery across mixed-use, residential, and service-oriented assets.

• Transit-Oriented Development (TOD): leverage sites around transport hubs to increase accessibility and long-term asset value.
• Urban Renewal: participate in city regeneration projects to capture value from infill and upgraded urban infrastructure.
• Elderly Care & Healthcare-Adjacent Services: develop age-friendly communities and integrated care facilities to address demographic shifts.
• Long-Term Rental & Education Services: expand stable income through professionally managed rental portfolios and education-oriented property services.

• Managed GFA (gross floor area): over 100 million sq. m. (portfolio across residential, commercial, and mixed-use projects).
• Number of property management contracts: several hundred community and mixed-use projects nationwide.
• Urban renewal projects pipeline: double-digit project count spanning core Greater Bay Area and mainland megacities.

• Robust contracted sales and asset base fund continued investment into TOD, urban renewal, and new service segments (elderly care, long-term rental, education).
• Healthy recurring income mix from property services improves earnings stability and aligns incentives toward long-term community operation rather than one-off sales.
• Net gearing within industry-comparable ranges allows disciplined capital allocation for strategic land acquisition and platform expansion.

• Platform expansion: scale property management and urban operation services to capture management fees and value-added community services.
• Project segmentation: blend fast-turnover development with long-term operation assets to stabilise cash flow and brand presence.
• Innovation in resident services: digital, health, and education offerings embedded into property ecosystems to increase customer lifetime value.

Yuexiu Property Company Limited (0123.HK) - Vision Statement

• Quality: delivery of reliable, high-standard developments and property services aligned with customer-centric and people-oriented principles.
• Responsibility: stewardship toward shareholders, customers, employees and communities, embedding ESG and social well-being into business decisions.
• Innovation: continuous business-model transformation, digital adoption and product-service upgrades to maintain sector leadership and resilience.
• Mutual benefit: balancing returns for investors, fair opportunities for staff and tangible social value for the cities where Yuexiu operates.

• Customer-centric project design and operational quality control-targeting high satisfaction and repeat business.
• ESG integration-carbon reduction, green building certifications and community investment programs across the portfolio.
• Portfolio optimization-balancing residential development, commercial investment properties and property services to stabilize cash flow.
• Digital and product innovation-smart-home, proptech and process automation to reduce costs and enhance user experience.

• Quality - construction and post-sale KPIs: defect rates, on-time delivery targets, customer satisfaction scores and third-party green certifications.
• Responsibility - governance metrics: ESG disclosures, community programs, employee training hours and supplier compliance checks.
• Innovation - R&D and digital investment allocation, pilot projects in smart buildings and property services penetration rates.
• Mutual benefit - dividend policy, employee compensation structures, and affordable-housing or community initiatives that yield societal returns.

• Quality: standardized quality-control systems across development and property-management divisions to reduce rework and increase customer retention.
• Responsibility: targeted ESG goals such as energy-intensity reduction across operating portfolio and community social-investment targets.
• Innovation: rollout of proptech-enabled property management platforms to increase service efficiency and ancillary fee income.
• Mutual benefit: capital allocation that balances recurring income assets (commercial & rental) with development margins to stabilize shareholder returns while maintaining employment and contractor opportunities.