Keari Real Estate Research: In November, the Residence market transactions maintained a high level for the year.

In November, the supply scale grew month-on-month and year-on-year, with the supply volume in 100 typical cities at 15.07 million square meters, a year-on-year decrease of 26.3%, but a month-on-month increase of 43.4%.

Zhitong FinanceDec 17 06:34 ET

[Brokerage Focus] SWHY expects the Real Estate Industry to bottom out and maintains a 'Bullish' rating on Real Estate and property management.

Gold Eagle Financial News | SWHY stated that over the past three years, China's Real Estate sector has undergone deep adjustments, and the effects of relaxed policies during this period have been limited. The bank believes that the core issue lies not in insufficient demand, but in the weakening of residents' balance sheets. The statements in September to 'stop the decline and stabilize' and in December to 'stabilize the Real Estate and stock markets' clarified the policy approach to repairing residents' balance sheets, demonstrating stronger policy effectiveness than before. The policy has entered a more targeted trajectory, and it is expected that more proactive and substantial policies will be introduced subsequently, with the Industry likely to reach a bottom. Considering that mid-term demand has support but short-term supply has constraints, the bank forecasts that the total will still be skewed next year.

Jingu Financial NewsDec 17 02:51 ET

【Brokerage Focus】 Citigroup: In China, the completed area of the Real Estate market is increasing, Real Estate Investment is declining, new construction is weak, and the price drop is decreasing.

Jinwu Finance News | Citibank pointed out in its latest research report that in November 2024, data from China's National Statistics Bureau indicates an increase in the completed area of the Real Estate market, but a decline in Real Estate Investment, with new construction remaining weak, while the rate of decline in housing prices has narrowed. Specifically, the completed area in November decreased by 39% year-on-year, the largest drop of the year, partly due to delays in completions caused by the pandemic at the end of 2023; the new construction area fell by 26.8% year-on-year; housing prices in both the primary and secondary markets across 70 cities have declined, but the decline has narrowed; sales increased by 1% year-on-year.

Jinwu Financial NewsDec 16 23:33 ET

The Five-year Shareholder Returns and Company Earnings Persist Lower as China Overseas Land & Investment (HKG:688) Stock Falls a Further 10% in Past Week

Simply Wall StDec 16 21:46 ET

Statistics Bureau: From January to November, national Real Estate Development investment decreased by 10.4% year-on-year.

Today, the National Bureau of Statistics released data showing that from January to November, national Real Estate Development investment was 9363.4 billion yuan, a year-on-year decrease of 10.4%; among which, Residence investment was 7119 billion yuan, a decrease of 10.5%.

cls.cnDec 15 21:06 ET

CITIC SEC: The policy framework continues in 2025, with increased policy support helping the Real Estate sector stabilize and rebound.

In the medium to long term, China's real estate market has a broad base of genuine demand, and the supply-side reform has basically been completed, providing a promising development prospect for high-quality Real Estate Development companies.

Zhitong FinanceDec 13 00:44 ET