China's Property Market Likely Boosted by Year-End Campaigns -- Market Talk

WSJJan 2 22:06 ET

It's once again the annual mortgage repricing day, and Banks personnel candidly state that "revenue pressure is increasing." How to stabilize the interest margin under the expectation of interest rate cuts?

① With the arrival of the repricing cycle on January 1st, many industry professionals who spoke with reporters from the Financial Association stated that "revenue pressure is increasing." ② Looking ahead to 2025, many experts believe that the policy interest rates need to be further lowered during the year, and mortgage rates will continue to decline. ③ From the perspective of the Industry, controlling costs remains the primary measure each bank is taking to ease the downward pressure on interest margins.

cls.cnJan 2 08:14 ET

Key cities in the real estate market showed a "tail-end" finish in December last year, with expectations for year-on-year growth still being positive in the first quarter.

In December, the real estate market concluded with a "tail-up" trend, and it is expected that there will still be positive year-on-year growth in the first quarter.

Zhitong FinanceJan 2 07:34 ET

At the end of 2024, the top 100 real estate companies will see a rebound in sales, with the number of companies exceeding one billion reduced to 11.

By the end of 2024, the sales of the top 100 real estate companies will show a tail end market trend; the number of billion-yuan and hundred-million-yuan real estate companies continues to decrease, with the number of billion-yuan companies further reduced to 11 in 2024, returning to the level of 2016.

cls.cnJan 2 03:18 ET

Hong Kong stocks are experiencing fluctuations | Most Mainland Real Estate stocks are down as the top 100 property companies continue to consolidate their sales in 2024, and the Industry landscape continues to differentiate.

Most Mainland Real Estate stocks fell. As of the time of writing, CH OVS G OCEANS (00081) dropped 3.39%, trading at 1.71 Hong Kong dollars; SEAZEN (01030) fell 3.3%, trading at 1.76 Hong Kong dollars; RONSHINECHINA (03301) decreased by 2.67%, trading at 0.365 Hong Kong dollars.

Zhitong FinanceJan 2 01:20 ET

Kerry Real Estate: It takes time for the real estate market recovery to translate into investment. It is expected that corporate investment will continue to be cautious and differentiated next year.

In 2025, the core cities are expected to see localized investment hot spots, led by state-owned enterprises.

Zhitong FinanceJan 1 18:19 ET