Yanlord Land : Investors Newsletter July 2021

July 2021

Investors

Newsletter

Property Contracted Pre-sales Overview

仁恒置地集团有限公司

Yanlord Land Group Limited

（Company No. 200601911K） Stock Code：Z25.SI

www.yanlordland.com

• In June 2021, the Group together with its joint ventures and associates' total contracted pre-sales from residential and commercial units, and car parks amounted to approximately RMB4.179 billion on contracted gross floor area ("GFA") of 149,557 square metres ("sqm"), a decrease of 61.5% and 50.9% respectively compared to the corresponding period of 2020.
• For the first half of 2021 ("1H 2021"), the Group together with its joint ventures and associates' total contracted pre-sales from residential and commercial units, and car parks was approximately RMB28.681 billion on contracted GFA of 898,943 sqm, a decrease of 3.7% and an increase of 8.1% respectively compared to the corresponding period of 2020.
• In addition, a total of approximately RMB2.891 billion of subscription sales of the Group together with its joint ventures and associates was recorded as at 30 June 2021 and is expected to be subsequently turned into contracted pre-sales in the following months.

Property Contracted Pre-sales	Average Selling Price ("ASP")		GFA
	1H 2020 vs 1H 2021		1H 2020 vs 1H 2021		1H 2020 vs 1H 2021
(RMB			(RMB)			(sqm)
billion)
	29.773					1,000,000		898,943
30.000	28.681	40,000			900,000
	35,808		831,457
					800,000
25.000			35,000		31,905
					700,000
			30,000
20.000
		25,000			600,000
					500,000
15.000			20,000
				400,000
			15,000
10.000					300,000
		10,000
					200,000
5.000
		5,000			100,000
0.000			0	1H 2020	1H 2021	0
	1H 2020	1H 2021			1H 2020	1H 2021

*1H: For the period of January to June

*YoY: Year-over-Year

Distribution of Property Contracted Pre-sales for 1H 2021

Bohai Rim: 12.1%

Greater Bay

Area:12.1%

01

			Haikou	WuhanChengdu	Singapore	*Others 0.4%
			1.2%	1.6%	4.1%
	3.0%
			Jinan						Nanjing
	5.5%
											22.6%
			Tianjin
	6.6%
		Zhongshan
	1.8%
		Shenzhen
	2.4%			Zhuhai				Suzhou
						7.9%				17.8%
			Yancheng
	3.7%
			Hangzhou	Taicang			Shanghai
	4.1%
					11.6%
								5.7%

*Others: Nantong, Tangshan and Sanya in the People's Republic of China.

Note: In this newsletter, each of "property contracted pre-sales", "ASP" and "GFA" is referred to the property contracted pre-sales, ASP and GFA of the Group together with its joint ventures and associates respectively.

Yangtze River Delta:65.5%

July 2021

Investors

Newsletter

Summary of Property Contracted Pre-sales Performance for 1H 2020 vs 1H 2021

仁恒置地集团有限公司

Yanlord Land Group Limited

（Company No. 200601911K） Stock Code：Z25.SI

www.yanlordland.com

Period	2020	2021		YoY
(RMB billion)	(RMB billion)	Change
Contracted pre-sales of the Group together with its joint ventures and associates
January	2.105	5.224		+148.2%
				+110.3%
February	1.207	2.538
March	3.461	5.292		+52.9%
April	4.862	7.663		+57.6%
May	7.283	3.785		-48.0%
June	10.855	4.179		-61.5%
Total	29.773	28.681		-3.7%

Subscription sales of the Group together with its joint ventures and associates yet to be turned into contracted pre-sales

As at 30 June 2021RMB2.891 billion

Contracted pre-sales of other property development projects under the Group's project management business bearing the "Yanlord" brand name

January to June

1.625

6.843

+321.1%

Property Contracted Pre-sales in Total 1H 2020 vs 1H 2021

	(RMB billion)
40
	35.524
	31.398	6.843
30	1.625
20
29.773	28.681

10

0

Project management business bearing the "Yanlord" brand name

Property contracted pre-sales of the Group together with its joint ventures and associates

1H 2020

1H 2021

Upcoming New Batches of Launch between July to September 2021

Yanlord Arcadia, Shanghai	Haimingyuan Project, Shanghai	Yanlord Riverside Gardens, Yancheng	Yanlord Reverie Plaza, Shenzhen
仁恒海上源，上海	海明园项目，上海	仁恒河滨花园，盐城	仁恒梦创广场，深圳
02

July 2021

Investors

Newsletter

Major New Batches of Launch in 1H 2021

- Ranked by property contracted pre-sales contribution

仁恒置地集团有限公司

Yanlord Land Group Limited

（Company No. 200601911K） Stock Code：Z25.SI

www.yanlordland.com

Riverbay Century Gardens, Nanjing	Yanlord Hub City, Nanjing	Yanlord La Viva Riverbay, Suzhou	Yanlord Marina Peninsula Gardens,
江湾世纪花园，南京	城市星徽名苑，南京	滨河四季云庭，苏州	Zhuhai
			仁恒滨海半岛花园，珠海

Shanghai Curtilage, Shanghai	Yanlord Central Lake, Taicang	Riverside Gardens, Suzhou	The Mansion in Park, Jinan
海和院，上海	仁恒时代天镜，太仓	河滨花园，苏州	仁恒奥体公园世纪，济南

Cloud Villa, Shanghai	The Park Mansion, Nanjing	Yanlord Riverside Gardens, Yancheng The Corals, Hangzhou
怡雅园，上海	公园世纪苑，南京	仁恒河滨花园，盐城	珊瑚世纪雅园，杭州

Smriti Curtilage, Suzhou	Yanlord Gardens, Haikou	Yanlord Majestive Mansion, Tianjin	Four Seasons Heming Gardens, Suzhou
耦前别墅，苏州	仁恒滨江园，海口	仁恒海和院，天津	四季和鸣雅园，苏州

Yanlord Reverie Apartments, Shenzhen Yilu Gardens, Tianjin	Four Seasons Park, Zhongshan	Yanlord Sunland Gardens, Shanghai
仁恒梦公寓，深圳	依潞花园，天津	星月彩虹花苑，中山	仁恒森兰雅苑，上海
03

July 2021

Investors Newsletter

仁恒置地集团有限公司

Yanlord Land Group Limited

（Company No. 200601911K） Stock Code：Z25.SI

www.yanlordland.com

Contracted Pre-sales of Other Property Development Projects under the Group's Project Management Business Bearing the "Yanlord" Brand Name

• In June 2021, the total contracted pre-sales of other property development projects under the Group's project management business bearing the "Yanlord" brand name was approximately RMB0.335 billion on contracted GFA of 10,509 sqm.
• For 1H 2021, the total contracted pre-sales of other property development projects under the Group's project management business bearing the "Yanlord" brand name was approximately RMB6.843 billion on contracted GFA of 160,221 sqm.

Uni-town, Nanjing	City Garden, Suzhou	Century Garden, Shanghai
城市星光花园，南京	金桥世纪，上海
溪云雅园，苏州

Top 5 Cities contributed to 1H 2021 Contracted Pre-sales

(RMB billion)
12.000
10.000	10.154
8.000	3.672
		6.764
6.000		1.648	4.825
4.000			1.485
	6.482
2.000		5.116
		3.340
			2.257
				1.891
0.000
	Nanjing	Suzhou	Shanghai	Zhuhai	Tianjin

Project management business bearing the "Yanlord" brand name

Property contracted pre-sales of the Group together with its joint ventures and associates

Analysts & Media Contact:

Michelle Sze	Emma Xu	Krystal Xu
Head of Investor Relations	Investor Relations and Corporate	Investor Relations Associate
Phone:[phone]	Communication Executive	Phone:[phone]
[e-mail]	Phone:[phone]	[e-mail]
	[e-mail]

Disclaimer

The information contained in this document has been prepared based on information available to the Company, including information derived from public sources, which has not been independently verified. No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness, reliability or correctness of such information, conclusions or opinions contained herein. The information contained in this document should be considered in the context of the circumstances prevailing at the time and has not been, and will not be, updated to reflect material developments

04 which may occur after the date of this document. Neither Company nor any of its respective affiliates, advisers or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this document or its contents or otherwise arising in connection with this document. This document may contain statements that reflect the Company's beliefs and expectations about the future. These statements are based on a number of assumptions about the Company's operations and factors beyond the Company's control, and accordingly, actual results may differ materially from these statements. The Company does not undertake to revise these statements to reflect future events or circumstances.