Open Source Securities: Inventory pressure still exists in the property market, and subsequent financing progress is still worth paying attention to
According to incomplete statistics from Open Source Securities, as of May 28, 2024, 14 provinces (including Shenzhen, Shanghai, and Guangzhou) have introduced “trade-in” policies for commercial housing. Among them, Jiangsu, Shandong, and Zhejiang have implemented the most cities. In terms of urban energy levels, first-tier cities Shenzhen, Shanghai, and Guangzhou have successively implemented “trade-in” policies, and third-tier cities have implemented more “trade-in” policies.
Changes in Hong Kong stocks | Domestic housing stocks generally rose in early trading, new first-tier property market policies were implemented one after another, and market expectations are expected to continue to improve
Domestic housing stocks generally rose in early trading. As of press release, Jinhui Holdings (09993) rose 12.95% to HK$3.75; R&F Real Estate (02777) rose 5% to HK$1.05; and Sunac China (01918) rose 4.64% to HK$1.58.
Hong Kong Stock Concept Tracking | Shanghai adjusts and optimizes property market policies, institutions are optimistic that real estate recovery will spread from core cities to other cities
The real estate market is experiencing a wave of recovery spreading from core cities to other cities.
Domestic housing stocks rise, Shimao Group (00813) rose 9.26%, CITIC Securities says the new deal can solve problems such as continuing falling housing prices and non-performing assets
Jinwu Financial News | Domestic housing stocks rose 9.26%, Sunac China (01918) and Xuhui Holding Group (00884) rose more than 3%, C&D International Group (01908) rose 2.77%, Longhu Group (00960) rose 2.06%, and R&F Real Estate (02777) rose 1.94%. On the 27th, Shanghai introduced nine new measures to better meet the diverse housing needs of residents, including further optimizing the housing purchase restriction policy, supporting the reasonable housing needs of families with many children, and optimizing housing credit policies. CITIC Securities pointed out that on May 27, Shanghai issued “”
Changes in Hong Kong stocks | Domestic housing stocks are generally higher, and Shimao Group (00813) rose more than 8%, and the strength of the new Shanghai property market policy exceeded expectations
Domestic housing stocks were generally higher. As of press release, Shimao Group (00813) rose 8.33% to HK$1.17; Xuhui Holdings (00884) rose 5.81% to HK$0.455; and Sunac China (01918) rose 4.64% to HK$1.58.
Trending Industry Today: CHINA VANKE Leads Losses In Mainland Real Estate Stocks
May 24th - The industry of $Mainland Real Estate(LIST1234.HK)$ is trending lower today with 20 constituents down and CHINA VANKE leading Losses.$CHINA VANKE(02202.HK)$ slides 8.35% to HK$6.25 with a t
Changes in Hong Kong stocks | Jinhui Holdings (09993) fell by more than 13%, leading the decline, domestic housing stock institutions say the impact of real estate policies on new home sales still needs to be observed
The Zhitong Finance App learned that domestic housing stocks continued to decline in early trading. As of press release, Jinhui Holdings (09993) fell 13.5% to HK$3.46; R&F Real Estate (02777) fell 6.31% to HK$1.04; Sunac China (01918) fell 4.94% to HK$1.54; Vanke Enterprise (02202) fell 4.4% to HK$6.52. Credit Bank (Hong Kong) pointed out that the central government has introduced a series of nationwide relaxation measures, including lowering interest rates on provident fund loans and down payment loan ratios, increasing the central bank's 300 billion reloans for affordable housing, and opening lower interest rates on mortgage loans
Changes in Hong Kong stocks | Domestic housing stocks collectively fall back, real estate policies are gradually being implemented, agencies say there are time delays and uncertainties in the effectiveness of fundamentals
The Zhitong Finance App learned that domestic housing stocks have collectively declined. As of press release, Sunac China (01918) fell 5.75% to HK$1.64; Vanke Enterprise (02202) fell 4.7% to HK$6.69; R&F Real Estate (02777) fell 4.31% to HK$1.11; and Xincheng Development (01030) fell 1.88% to HK$1.57. According to the news, after the central bank's new mortgage policy was announced on May 17, many places have implemented relevant policies one after another. Zhang Dawei, chief analyst of Central Plains Real Estate, believes that there are many major policies introduced by the supervisory authorities this time, but at present, the country only has a public policy
CITIC Construction Investment Securities: China Real Estate Has Entered the “Consumer Goods Era”
To understand the current reality of real estate in China and the direction of China's real estate policy, we need to pay full attention to the fact that real estate in China has moved from one big era (era of investment goods) to another (era of consumer goods).
Hong Kong Stock Concept Tracking | Real estate market bottoming out, predictable asset prices, positive response policy toolkit (with concept stocks)
The inventory removal and return to the real estate policy toolbox received a positive response from asset prices.
Sunac China Holdings Updates Corporate Charter
Changes in Hong Kong stocks | Domestic housing stocks continue to decline, and the real estate market is still in the adjustment stage. The effects of the new policy remain to be seen
Domestic housing stocks continued to fall. As of press release, Yuexiu Real Estate (00123) fell 5.05% to HK$6.2; Midea Real Estate (03990) fell 4.33% to HK$5.53; and R&F Real Estate (02777) fell 2.52% to HK$1.16.
Open Source Securities: Real estate investment and sales data continued to be low in April, and the market is still adjusting
Open Source Securities released a research report saying that after the Politburo meeting on April 30, the central government introduced a number of loose home purchase loan policies. Various regions lifted purchase restrictions in core cities such as Hangzhou and Xi'an due to city policies. The policy side was more active than before.
Sunac China (01918): Ma Zhixia appointed as Executive Director
Sunac China (01918) announced that due to the need to invest more time in personal affairs, Mr. Jing Hong has retired from the executive office...
Illustration丨Southbound Capital increased bank positions with the Bank of China for 4 consecutive days, totaling HK$4.9 billion
Southwest Capital made a net purchase of HK$2.49 billion in Hong Kong stocks today. Among them: net purchases of Bank of China at $792 million, China Construction Bank at $592 million, and Sunac at $184 million; net sales of Xiaomi at $636 million, Meituan at $454 million, China Mobile at $338 million, CNOOC at $225 million, and Tencent at $218 million. According to statistics, Southbound has made net purchases of Bank of China for 4 consecutive days, totaling HK$4,886.84 billion; net purchases of CCB for 4 consecutive days, totaling HK$1,9061.5 billion; net sales of CNOOC for 11 consecutive days, totaling $3,757.88 billion; and net sales of Meituan for 5 consecutive days, totaling 21.1 billion yuan
SDIC Securities: The new real estate policy goes hand in hand, and the collection and storage of state-owned assets is expected to accelerate and continue to be optimistic about the performance of building materials in the good production chain
The real estate industry has ushered in major favorable policies. Purchase restrictions have been relaxed in many places, and mortgage relaxation policies have exceeded expectations. Trade-in and state-owned assets collection and storage are expected to accelerate. The sales side and financing side are taking multiple measures together to help the building materials industry recover demand and improve repayments, and priority benefits for consumer building materials in the real estate chain.
China Likely to Roll Out More Property Easing Measures, GS Says
China is likely to roll out more property easing measures, especially on the demand side, Goldman Sachs analysts say in a research note. China's new housing stimulus measures announced Friday could st
Changes in Hong Kong stocks | Domestic housing stocks soared across the board in the afternoon, and the centralized launch of major real estate initiatives is expected to significantly boost real estate market transactions
The Zhitong Finance App learned that domestic housing stocks soared across the board in the afternoon. As of press release, Agile Group (03383) rose 27.03% to HK$0.94; Sunac China (01918) rose 22.45% to HK$1.8; Vanke Enterprise (02202) rose 14.66% to HK$6.57; and R&F Real Estate (02777) rose 13.56% to HK$13.4. According to the news, the central bank, the State Financial Supervisory Administration and other departments issued three major notices in a row during the afternoon. The notice suggests that the minimum down payment for the first housing commercial loan will be adjusted to not less than 15%, and the minimum down payment for the second commercial loan will be adjusted to no
Trending Industry Today: SUNAC Leads Gains In Mainland Real Estate Stocks
May 17th - The industry of $Mainland Real Estate(BK1234.HK)$ is trending higher today with 20 constituents up and SUNAC leading Gains.$SUNAC(01918.HK)$ shoots up 20.4% to HK$1.77 with a turnover of HK
China Eases Mortgage Rules in Latest Push to Aid Property Sector
Beijing has eased mortgage rules and urged local governments to buy unsold houses in some of policy makers' boldest moves yet to revive the property sector. Financial regulators said Friday that they
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