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.
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).
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.
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
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
CITIC Construction Investment's April Housing Enterprise Sales Financing Review: Sales Financing Continues to Decline, Intensive Relaxation of Purchase Restrictions Supports Recovery in Demand
In April, the top 100 real estate companies sold 34.1 billion yuan, down 47.0% year on year. The decline was slightly narrower by 0.2 percentage points from the previous month.
Huatai Securities: How much financial support is needed for real estate “trade-in”?
Real estate “trade-in” is expected to push the real estate supply and demand relationship towards a faster balance. After the Politburo meeting in April sets the tone, the urban scope and policy strength of real estate “trade-in” is expected to increase.
After the Beijing-Tianjin property market expanded their bid, Wuhan also took action! Can the “unbundling” of purchase restrictions ignite real estate?
If you buy a new home, you can settle in; if you buy a house, you don't accept your first loan...
Guojin Securities: The bottom of real estate stocks is basically clear, and the stock prices of high-quality housing companies may take the lead in reflecting the improvement in market expectations
Guojin Securities released a research report saying that the Politburo meeting first proposed digesting the stock of real estate and optimizing incremental housing, which is expected to have a major impact on the industry. Although fundamentals are difficult to recover quickly in the short term, the stock prices of high-quality housing companies may be the first to reflect the improvement in market expectations.
Market Chatter: Hong Kong's Home Prices Log First Rise in 10 Months
Hong Kong's private home prices climbed 1.1% month-over-month in March 2024, marking their first increase in 10 months, following the relaxation of curbs on the troubled property market, Reuters repor
中駿集團控股:2023年年報
National Bureau of Statistics: The month-on-month decline in commercial residential sales prices in various tier cities narrowed slightly in March, and the year-on-year decline increased
In March 2024, the volume of newly built commercial housing and second-hand housing transactions in 70 large and medium-sized cities increased compared to the previous period. The decline in commercial residential sales prices in various tier cities narrowed slightly from month to month, and the year-on-year decline increased.
China SCE Group Defaults on $500 Million Debt, Notes Delisted From Bourse
China SCE Group Holdings (HKG:1966) said it will default on its $500 million senior notes with a 7.375% coupon rate. The notes matured Tuesday, April 9, according to a Monday filing on the Hong Kong b
Zhongjun Group Holdings (01966)'s 7.375% senior notes due in 2024 will be delisted on April 9, with an outstanding principal amount of US$500 million
Zhongjun Group Holdings (01966) issued an announcement. A breach of contract occurred under the terms of the April 2024 note, so...
Midland Properties: Hong Kong property market transactions surged after the withdrawal of the market, and market confidence continued to increase
Lau Ka-fai pointed out that Hong Kong property market transactions surged after the Hong Kong government withdrew. Coupled with the Federal Reserve keeping interest rates unchanged and expecting to cut interest rates this year, market confidence continued to increase, and the confidence index continued to rise for 3 weeks.
Zhongjun Group Holdings (01966.HK): Achieved revenue of 20.961 billion yuan in 2023
Gelonghui, March 27, 丨 Zhongjun Group Holdings (01966.HK) announced that for the year ended December 31, 2023, revenue was approximately RMB 20.961 billion, a year-on-year decrease of 21.5%; loss attributable to parent company owners was approximately RMB 7.991 billion; profit attributable to parent company owners was approximately RMB 245.44 million during the same period last year; basic loss per share was RMB 189.2 cents. In 2023, the real estate market is still bottoming out. The Group, together with its joint ventures and joint ventures, achieved a contract sales amount of approximately RMB 27.775 billion throughout the year, with a contract sales area
Zhongjun Group Holdings (01966) announced annual results with losses attributable to shareholders of 7.991 billion yuan year-on-year profit to loss
Zhongjun Group Holdings (01966) announced the results for the year ended December 31, 2023. The group's revenue was RMB...
CHINA SCE GROUP: ANNUAL RESULTS ANNOUNCEMENT FOR THE YEAR ENDED 31 DECEMBER 2023
Zhongjun Group Holdings (01966) issued a profit warning. Annual shareholders' losses are estimated to be about 7.8 billion yuan to about 8.3 billion yuan
Zhongjun Group Holdings (01966) issued an announcement and the parent company owned for the year ended December 31, 2022...
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