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

[Brokerage Focus] CCB International indicates that there are no signs of a bottoming out in the fundamentals of the Real Estate Industry.

Kingwo Financial News | CMB International released the Real Estate Outlook for 2025, expecting the annual sales growth rates for new homes in 2024 and 2025 to be -20% and -11%, reaching 7.4 and 7 trillion respectively, while the transaction volume for second-hand homes is projected to reach 7.1 and 7.5 trillion, officially becoming the dominant force in the real estate market. This is mainly based on 1) Policy: The effects of the already implemented policies are still lingering, and several measures are currently being put into action, which require time for observation. Hence, it is speculated that the likelihood of introducing major policies in the short term (such as lifting purchase restrictions in more first-tier cities) is relatively low. At the same time, the promotion of policies like stockpiling still faces challenges, making it difficult to significantly reduce inventory in 2025; 2) Supply.

Kingwu Financial NewsDec 11 00:27 ET

[Brokerage Focus] Dahua Jixiang maintains a "shareholding" rating on mainland real estate, expecting more policy support to be introduced.

Jinwu Financial News | Daihua Jixian's research reports indicate that the Political Bureau meeting in China clearly expressed on the 9th that a moderately loose mmf policy will be implemented in 2025, marking the first relaxation of policy stance since 2012. The report states that this stance may signify the introduction of more supportive policies in the future, which will have a positive impact on the real estate market. The report continues to state that although it will take time for buyer confidence to recover, lower expected LPR, setting performance indicators for local governments, and the central government's support for inventory reduction through bonds are all crucial for stabilizing market conditions. The atmosphere in the land market has already improved in November, with many private developers.

Jinwu Financial News.Dec 10 00:16 ET

Hong Kong stocks move | Mainland real estate stocks opened higher across the board. The Political Bureau meeting emphasized to "stabilize the real estate market," and policies for both supply and demand in real estate are expected to increase.

Mainland real estate shares opened higher across the board. As of the time of writing, sunac (01918) rose 13.84% to HKD 3.29; ronshinechina (03301) rose 13.73% to HKD 0.58; radiance hldgs (09993) rose 12.65% to HKD 3.74.

Zhitong FinanceDec 9 20:24 ET

In the first 11 months, longfor group achieved a total contract sales amount of 93 billion yuan.

LONGFOR GROUP (00960) announced that as of the end of November 2024, the group has achieved a total contract sales amount of 93 billion yuan and a contract sales area of 6.52 million square meters. In November alone, the total contract sales amount was 8.5 billion yuan, with a contract sales area of 0.552 million square meters. In November, the contract sales amount attributed to the Shareholder's equity was 5.71 billion yuan, with a contract sales area of 0.398 million square meters. By the end of November 2024, the group achieved operating income of approximately 24.36 billion yuan (

Sina Hong Kong StocksDec 9 20:14 ET

Announcement highlights | Longfor Group's sales exceeded 90 billion yuan this year; Mao Geping announced the lottery results, listed this morning.

In the first 11 months, longfor group achieved a total contract sales amount of 93 billion yuan, with contract sales of 8.5 billion yuan in November; cspc pharma's application for marketing approval for SYHX2011 to treat advanced breast cancer was accepted.

cls.cnDec 9 18:57 ET