[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 News59minutes ago

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

Hong Kong stocks are fluctuating | Mainland Real Estate shares fell in early trading, with SUNAC (01918) dropping over 6%. Institutions suggest that more long-term policies may be introduced in the future.

Mainland Real Estate stocks fell in early trading; as of the time of writing, SUNAC (01918) dropped 6.59% to HKD 2.55; RONSHINECHINA (03301) fell 5.77% to HKD 0.49; R&F PROPERTIES (02777) decreased 4.27% to HKD 1.57; SEAZEN (01030) declined 2.91% to HKD 2.

Zhitong FinanceDec 12 20:40 ET

Strong Week for Seazen Holdings (SHSE:601155) Shareholders Doesn't Alleviate Pain of Five-year Loss

Simply Wall StDec 12 19:45 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