The era of "good houses" has begun! The new regulations from the Ministry of Housing and Urban-Rural Development raise the standards for Residences, which will create what kind of "catalyst effect"?

① The Ministry of Housing and Urban-Rural Development today released the national standard "Residential Project Specification," which is significant as it not only pertains to the improvement of building standards but will also impact the supply and demand structure, development logic, and consumer trends in the Real Estate market; ② Following the publication of the "Specification," a series of related issues have drawn attention from various parties, including whether it will increase construction and installation costs, and whether it will impact existing projects on sale.

cls.cnMar 31 11:20 ET

Large bank rating｜Goldman Sachs: Upgrades CHINA JINMAO Target Price to HKD 1.50, rating raised to 'Buy.'

Goldman Sachs published a Research Report, anticipating that CHINA JINMAO's profitability in its development property Business and ROI will recover faster than its peers, mainly due to the company's already recorded industry-leading inventory impairment, which alleviated concerns about the profit margin uncertainties of the old land reserves acquired before the downturn; and after accelerating land reserves in core locations and high-end projects starting in the second half of 2024, it is estimated that 35% of the company's sellable resources will achieve mid to high double-digit gross margin. Driven by the gradually recovering gross margin from development properties and the contribution of high-profit recurring income, Goldman Sachs forecasts the company’s overall gross margin for the fiscal years 2025 to 2027 will be, respectively,

Gelonghui FinanceMar 30 23:06 ET

Kerry Real Estate: In March, the land market continued to warm up with reduced volume, and the CityDev expectations in core cities improved significantly.

Kerry Real Estate announced that in March 2025, the land market continues to show a trend of reduced volume, with the transaction volume still experiencing a year-on-year decline, but the proportion of transactions in first and second-tier cities is increasing.

Zhitong FinanceMar 29 04:48 ET

Goldman Sachs: Upgrades CHINA JINMAO (00817) rating to “Buy” with the Target Price raised to HKD 1.50.

Goldman Sachs predicts that CHINA JINMAO's consolidated gross margin for the fiscal years 2025 to 2027 will be 14.7%, 15.3%, and 15.4%, respectively.

Zhitong FinanceMar 28 03:24 ET

Some domestic Real Estate and property management stocks are rising, CHINA JINMAO (00817) increased by 5.13%. Institutions indicate that the current main tone of the Real Estate sector is "halt the decline and stabilize" remains unchanged.

Jinwu Financial News | Some domestic real estate and property management stocks have risen, with CHINA JINMAO (00817) up 5.13%, MIDEA REAL EST (03990) up 1.82%, COUNTRY GARDEN (02007) up 1.08%, TIMES NEIGHBOR (09928) up 6.17%, and CG SERVICES (06098) up 4.64%. A report from BOC International indicates that the current main tone of the Real Estate sector is 'ceasing to decline and stabilizing', with boosting demand as the primary task. From high-frequency data, the market currently maintains a slow recovery momentum. Whether the subsequent market recovery can be solidified depends on further expansion of loosening policies on the demand side.

Jingu Financial NewsMar 27 23:19 ET

Goldman Sachs Upgrades China Jinmao Holdings Group Limited (0817) to a Buy

TipRanksMar 27 05:35 ET · Ratings