Changes in Hong Kong stocks | New World Development (00017) rose more than 5% in the afternoon and will join hands with China Merchants Shekou to develop the largest commercial and residential project in the Fanling North New Development Zone
New World Development (00017) rose more than 5% in the afternoon. As of press release, it had risen 5.33% to HK$9.28, with a turnover of HK$121 million.
China Merchants Shekou (001979.SZ): Achieved contract sales of 18.623 billion yuan in April
Gelonghui, May 9, China Merchants Shekou (001979.SZ) announced that in April 2024, the company achieved a contracted sales area of 910,400 square meters, achieving a contracted sales amount of 18.623 billion yuan. From January to April 2024, the company achieved a total contracted sales area of 2.576,300 square meters, with a total contract sales amount of 58.831 billion yuan.
Tianfeng Securities: It is expected that the real estate supply side will clear up or basically end in '24, and I am optimistic that supply and demand policies will work in both directions
Demand is unstable, policies continue, and we are optimistic that good production, supply and demand policies will continue to drive the sector market.
Zhongtai Securities: Commercial housing sales picked up month-on-month in the first quarter, and industry fundamentals are still weak
Various data on the real estate industry from January to March 2024 are still low. As the three major projects, including urban village renovation, continue to advance, and the optimization and adjustment of core housing policies, future industry data is expected to bottom out and stabilize as policies continue to be introduced.
Zhitong A Share Sale Restriction and Release List | April 19
According to the Zhitong Finance App, the ban on restricted shares of 9 listed companies was lifted on April 19, with a total market value of about 12.581 billion yuan. Today's specific sales restrictions and unbanned shares are as follows: Stock abbreviation, stock code, restricted share type, China Merchants Shekou 001979 additional A shares, corporate placement, listing 584 million, Dongcheng Pharmaceutical 002675, original shareholder placement and listing 22.3814 million, Xinte Electric 301,120A shares issuer listing 4.37 million Chen Group 300972 shares before issuance, limited circulation of 786.84 million Riying Electronics 603286 additional A shares
China Merchants Shekou (001979.SZ): 584 million restricted shares will be listed and circulated on April 22, accounting for 6.45% of the total share capital
China Merchants Shekou (001979.SZ) issued an announcement. The number of shares whose sales restrictions have been lifted is 584 million shares, accounting for the public...
China Merchants Shekou Industrial Zone Holdings' (SZSE:001979) Solid Earnings May Rest On Weak Foundations
The recent earnings posted by China Merchants Shekou Industrial Zone Holdings Co., Ltd. (SZSE:001979) were solid, but the stock didn't move as much as we expected. We believe that shareholders have n
A subsidiary of China Chengtong Development Group (00217) signed a sale-leaseback agreement with China Merchants Shekou (001979.SZ)
China Chengtong Development Group (00217) issued an announcement. On March 28, 2024, Chengtong Financial Leasing (Company...
Shen Wan Hongyuan: Policy optimization and upgrading will further help short-term real estate demand bottoming
The Zhitong Finance App learned that Shen Wan Hongyuan released a research report saying that the dual-track system of urban village renovation+housing will be the key to breaking the real estate industry. Under the dual track system, guaranteed housing and commercial housing will coexist and prosper. Among them, it is expected that guaranteed housing will be supplied according to demand, and phased inventory acquisitions will help commercial housing be removed from inventory, while commercial housing is expected to create a new track for high-quality housing growth, and it is expected that high-quality housing enterprises can benefit from pattern optimization and quality improvement. Recently, regulation policies in core cities have been relaxed, and mortgage interest rates have been drastically lowered. It is expected that some core cities will experience a bottom in demand, and sales are expected to improve first. Shen Wan Hongyuan's views are as follows: Recently
Real estate now has a strong positive signal, and the trillion dollar market is hoping to be reborn
Recently, the chairman of China Merchants Shekou (001979.SZ) said at the performance conference that there is limited room for the real estate market to continue to decline.
Bank of China International: Currently, real estate fundamentals are still weak, and the core focus is still on liquidity risk mitigation this year
Bank of China International believes that under pressure from a large capital gap, housing enterprises that can safely overcome the bottleneck period and get out of trouble by benefiting from policy support have become the focus targets of this year. Looking at the long-term main line, it is recommended to focus on market opportunities for a reversal at the bottom.
Cathay Pacific Junan: Real estate industry's resilience is obvious, sales data is better than the performance of leading real estate companies
The Zhitong Finance App learned that Guotai Junan released a research report saying that the Bureau of Statistics released industry data for the first 2 months. Among them, the sales amount/area performance that was more concerned about was better than the performance of leading real estate companies. The real estate industry showed obvious resilience, and long-term risks were manageable. Combining existing guaranteed housing, it is expected that in the future, off-term housing, existing housing, second-hand housing, and guaranteed housing will form a sales-oriented supply side. Continue to pay attention to the restructuring progress and small-cap value of the industry. Xuhui Holding Group (00884) and Sunac China (01918), etc. benefiting from the restructuring category. At the same time, it is recommended to explore small-cap value opportunities and continue to recommend park companies, including
Tianfeng Securities: Real estate incremental policy opens up room to focus on positive changes in price signals
Demand is unstable and policies continue, and I am optimistic that the two-way strength of supply and demand policies will continue to drive the sector market.
These 4 Measures Indicate That China Merchants Shekou Industrial Zone Holdings (SZSE:001979) Is Using Debt Extensively
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility of prices, but whether you will suffer a permanent loss of capital.' So it seems
Cathay Junan International: LPR cuts combined with policy relaxation, real estate sales are expected to experience “Xiaoyangchun” in March
The LPR cut in February, combined with recent policy relaxation in first-tier cities, should help stimulate the housing market. Looking ahead to real estate sales in March 2024, the bank believes “Xiaoyangchun” is expected.
Galaxy Securities: A sharp drop in home purchase costs may have a positive impact on property market demand
The 5-year LPR was lowered beyond expectations
Ping An Securities: As favorable policy factors continue to ferment, the current real estate sector allocation can be moderately positive
As favorable policy factors continue to ferment, superposition sector and individual stock valuations have declined sharply, market expectations and institutional holdings have fallen to a low point, and the current sector allocation can be moderately positive.
China Index Research Institute: The total amount of land acquired by the country's TOP100 housing enterprises increased by 44.8% year-on-year in January, and their intention to acquire land has recovered
The China Index Research Institute released the ranking of the top 100 land acquisition companies in the country for January 2024.
Tianfeng Securities: It is expected that supply-side clearance will basically end in '24, and I am optimistic that supply and demand policies will continue to drive the real estate market in both directions.
On January 27, the General Office of the Guangzhou Municipal People's Government issued the “Notice on Further Optimizing Policies and Measures for the Stable and Healthy Development of Our City's Real Estate Market”.
Guojin Securities: Financial Support Real Estate Financing Underlying Real Estate Central State-owned Enterprises
The central government attaches importance to the health of real estate financing, and the financial industry strongly supports real estate. In the future, it will further optimize down payment ratios and loan interest rates. Support from the financing side will improve the cash flow situation of housing enterprises to a certain extent, and the key to the steady and healthy development of the industry is stabilizing sales, which still requires continuous support from comprehensive easing policies on both the supply and demand sides.
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