Yanlord Land : Investors Newsletter January 2022

Contracted pre-salesof the Group together with its joint ventures and associates

Project management business bearing the "Yanlord" brand name

January 2022

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 December 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 RMB9.217 billion on contracted gross floor area ("GFA") of 322,671 square metres ("sqm"), a decrease of 16.3% and an increase of 18.5% respectively compared to the corresponding period of 2020.
• For the full financial year ended 31 December 2021 ("FY 2021"), the Group together with its joint ventures and associates' total contracted pre-sales from residential and commercial units, and car parks was approximately RMB59.587 billion on contracted GFA of 1,868,568 sqm, a decrease of 24.0% and 12.7% respectively compared to the full financial year ended 31 December 2020 ("FY 2020"). Average selling price ("ASP") per sqm achieved for FY 2021 was RMB31,889, a decrease of 13.0% compared to FY 2020 due to the change in the composition of projects under pre-sales.
• In addition, a total of approximately RMB2.139 billion of subscription sales of the Group together with its joint ventures and associates was recorded as at 31 December 2021 and is expected to be subsequently turned into contracted pre-sales in the following months.
• In December 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 RMB1.241 billion on contracted GFA of 28,171 sqm.
• For FY 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 RMB18.126 billion on contracted GFA of 376,623 sqm.

Summary of Property Contracted Pre-sales Performance

FY 2020 vs FY 2021

	2020	2021	YoY*
Period	(RMB Quarter	(RMB Quarter
Change
	billion)	billion)

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

January	2.105		5.224		+148.2%
February	1.207		2.538		+110.3%
March	3.461	6.773	5.292	13.054	+52.9%
April	4.862		7.663		+57.6%
May	7.283		3.785		-48.0%
June	10.855	23.000	4.179	15.627	-61.5%
July	5.966		2.931		-50.9%
August	12.026		2.289		-81.0%
September	5.423	23.415	2.869	8.089	-47.1%
October	9.289		4.292		-53.8%
November	4.963		9.308		+87.5%
December	11.015	25.267	9.217	22.817	-16.3%
Total	78.455		59.587		-24.0%

Total Property Contracted Pre-sales

FY 2020 vs FY 2021

(RMB billion)
100		89.972
90		11.517	77.713
80
70			18.126
60
50
40
	78.455	59.587
30
20
10
0
	FY 2020	FY 2021

Project management business bearing the "Yanlord" brand name

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

Total Property Contracted Pre-sales

FY 2021

(RMB billion)

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

As at 31 December 2021

RMB2.139 billion

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

January to	11.517		18.126	+57.4%
December

*YoY: Year-over-Year

30				29.321
25				6.504
20		19.924
	4.297
15	15.600
2.546		12.868
10			4.779	22.817
	15.627
5	13.054
	8.089
0
	Q1	Q2	Q3	Q4

01Note: 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.

January 2022

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

Property Contracted Pre-sales of the Group together with Its Joint

Ventures and Associates for FY 2019, FY 2020 and FY 2021

(RMB billion)																13.506
12.000												12.026
							10.855							11.015
													9.308
														9.289	9.217
8.000					7.663	7.283	6.804			5.966
5.224		5.292									5.423		4.292 5.349
		4.862			4.179 4.681	4.807	4.944	4.963
4.000			3.461				3.785	4.377
	2.538	3.552	3.409						2.931		2.869
2.105					2.107				2.289
1.207
1.470
0.000		0.698
Jan	Feb	Mar		Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
							FY 2019			FY 2020		FY 2021
Property Contracted Pre-sales					GFA					ASP
	FY 2020 vs FY 2021				FY 2020 vs FY 2021			FY 2020 vs FY 2021

(RMB billion)			(sqm)		(RMB/sqm)
80	78.455		2,400,000
	2,141,352		40,000	36,638
			2,100,000
			1,868,568
						31,889
		59.587	1,800,000
60			30,000
			1,500,000
40			1,200,000		20,000
			900,000
20			600,000		10,000
			300,000
0			0		0
				FY 2020	FY 2021
	FY 2020	FY 2021	FY 2020	FY 2021

#Note: ASP per sqm achieved for FY 2021 was RMB31,889, a decrease of 13.0% compared to FY 2020 due to the change in the composition of projects under pre-sales.

Distribution of Property Contracted Pre-sales for FY 2021

						Wuhan	Chengdu	*Others	Singapore
							1.9%	1.1%	0.3%	7.3%
					Haikou
							Shanghai
			4.5%
										16.8%
Bohai Rim:	Shenyang
2.2%
13.2%			Jinan
(2020: 8.1%)
		5.3%
			Tianjin					Nanjing
			5.7%									Yangtze River
										16.5%			Delta: 62.5%
													(2020: 69.7%)
			Shenzhen
Greater Bay		1.8%
Zhongshan
Area: 9.2%
1.9%
(2020: 16.3%）						Suzhou
			Zhuhai
			5.5%				11.1%
02
		Nantong				Hangzhou
			0.8% Wuxi	Yancheng	Taicang	10.4%
			0.9%	2.2%	3.8%

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

Sales

No. 1

Yanlord Arcadia, Shanghai 仁恒海上源，上海

January 2022

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

Major New Batch of Launches in FY 2021 - Ranked by property contracted pre-sales contribution

Hangzhou Bay (Phase 2), Hangzhou	Riverbay Century Gardens, Nanjing	Yanlord Hub City, Nanjing
前湾‧畅想江澜湾，杭州	江湾世纪花园，南京	城市星徽名苑，南京

Leedon Green, Singapore	The Mansion in Park, Jinan	Yanlord Marina Peninsula Gardens,	Yanlord La Viva Riverbay, Suzhou
绿墩雅苑，新加坡	仁恒奥体公园世纪，济南	Zhuhai	滨河四季云庭，苏州
仁恒滨海半岛花园，珠海

Yanlord Central Lake, Taicang	Dairy Farm Residences, Singapore	Shanghai Curtilage, Shanghai	Yanlord Gardens, Haikou
仁恒时代天镜，太仓	岱莉轩，新加坡	海和院，上海	仁恒滨江园，海口

Cloud Villa, Shanghai	Yanlord Riverside Gardens, Yancheng	Yanlord on the Park, Shenyang	Riverside Gardens, Changshu
河滨花园，常熟
怡雅园，上海	仁恒河滨花园，盐城	仁恒公园世纪，沈阳

The Park Mansion, Nanjing	Smriti Curtilage, Suzhou	The Corals, Hangzhou	Four Seasons Park (Phase 1C),
公园世纪苑，南京
耦前别墅，苏州	珊瑚世纪雅园，杭州	Zhongshan
			星月万象花苑， 中山

Note: The property contracted pre-sales are from residential and commercial units, and car parks of the Group together with its joint ventures and associates. Other property

development projects under the Group's project management business bearing the "Yanlord" brand name are not included in the ranking.

03

January 2022

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

Shanghai Yanlord Arcadia and Hangzhou Bay (Phase 2) Each Achieved over RMB5 billion Property Contracted Pre-sales in FY 2021

Yanlord Arcadia, Shanghai 仁恒海上源，上海

Hangzhou Bay (Phase 2), Hangzhou 前湾‧畅想江澜湾，杭州

04

January 2022

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 DevelopmentTop 5 Cities contributed to FY 2021

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

	(RMB billion)
	20	17.266	18.271
	15	7.252	8.427
Uni-town, Nanjing	10		9.019
Century Garden, Shanghai		2.396
城市星光花园，南京	金桥世纪，上海
	5	10.014	9.844
			6.623	6.204	4.334
	0

Shanghai Nanjing Suzhou Hangzhou Singapore

Project management business bearing the "Yanlord" brand name

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

Hublife, Shanghai	City Garden, Suzhou
珊瑚世纪，上海	溪云雅园，苏州

Upcoming Major New Batch of Launches between January to March 2022

Moons Villa, Shanghai	Yanlord Arcadia, Shanghai
仁恒‧海明园，上海	仁恒海上源，上海

Central Lake, Wuxi	Stream in Cloud (Phase 3),
星湖雅园，无锡	Chengdu
	溪云居三期，成都

05	Four Seasons Park (Phase 1C),
Zhongshan
星月万象花苑，中山

Poetic Villa, Shanghai

荟雅华庭，上海

Yanlord Gardens (Phase 1), Haikou 仁恒滨江园一期，海口

Yanlord The Mansion in Park, Yancheng

星岸家园，盐城

Star Century, Tianjin

恒美雅苑，天津

Hangzhou Bay (Phase 2), Hangzhou

前湾‧畅想江澜湾 ，杭州

Lantern (Phase 1), Suzhou

澜庭一期，苏州