Hong Kong stock Concept tracking | Urban renewal is expected to stimulate real estate. Institutions expect the housing market to continue to recover in May (with related stocks attached).

Tianfeng stated that the policy indicates to "promote the stabilization of the Real Estate Industry," and a fundamental turning point may be approaching, with continuous expectations for incremental policies. On the Trade side, the market's "bottom consensus" is strengthening, and the logic of "short-term policy gaming + long-term valuation restoration" is becoming smoother.

Zhitong Finance19:17 ET

China Securities Co., Ltd.: The Real Estate Industry is under overall pressure, but some companies have already shown performance improvement and optimization of liabilities.

Since the beginning of this year, the land market in core cities has been booming, with the national land auction premium remaining above 10%. The land acquisition amount of the top 100 real estate companies from January to April has increased by 42% year-on-year, and investment confidence has also improved.

Zhitong FinanceMay 14 22:51 ET

Announcement Highlights | Contemporary Amperex Technology will start its IPO on May 12, with the issue price not exceeding 263 Hong Kong dollars; Shandong Molong Petroleum Machinery: the controlling shareholder has cumulatively reduced their shareholding

① Guangzhou Automobile Group's April auto sales fell by over 10%, what is the impact? ② CHINA OVERSEAS's sales exceeded 66 billion yuan this year, what is the growth rate?

cls.cnMay 11 20:37 ET

Hong Kong stock morning report | China and the United States reach an important consensus. In April, the retail sales of New energy Fund Passenger Vehicle in the market increased by more than 20% year-on-year.

① The United States and China reached an important consensus, and the talks made substantial progress. ② The Passenger Vehicle Association: In April, the retail market for New energy Fund Passenger Vehicles was 0.905 million units, a year-on-year increase of 33.9%. ③ The National Bureau of Statistics: In April 2025, the industrial producer price index fell by 2.7% year-on-year. ④ The iPhone product line is reportedly set for major expansion: two new models will be launched each year, with a maximum of six new products.

cls.cnMay 11 19:09 ET

CITIC SEC: The real estate industry has reached the end of the downward cycle, and the Industry is shifting towards comprehensive quality competition.

The bank believes that the financing channels have been normalized; compared to the past reliance on credit financing based on主体信用, the current share of financing primarily based on Asset collateral has significantly increased, matching the characteristics of the Real Estate Industry.

Zhitong FinanceMay 8 21:16 ET

CHINA OVERSEAS (00688): "22 China Overseas 03" will have its interest paid and be delisted on May 12th.

CHINA OVERSEAS (00688) released an announcement regarding China Ocean Enterprise Development Group Co., Ltd. targeting professional investments in 2022...

Zhitong FinanceMay 8 09:58 ET