Ke Rui Real Estate Research: It is expected that in the first half of the year, major cities will see more Bullish Signals in housing prices.

Kerry Real Estate Research states that thanks to a series of measures such as boosting Consumer spending and stabilizing Asset prices, the housing prices in large and medium-sized cities will welcome more Bullish Signals, and the warmth of the new housing price Index will also accelerate its transmission to the second-hand housing market.

Zhitong FinanceMar 17 04:26 ET

In February, the year-on-year decline in new housing sales narrowed by 14.5 percentage points. What signals does the return of housing to "Consumer" convey?

① From the performance of housing prices in February, the number of cities with declining new and second-hand housing prices has increased, indicating that the real estate market is still in a phase of stabilization. ② The "Special Action Plan to Boost Consumption" announced on March 16 includes housing demand in the category of "Consumption Upgrade," and it is expected that supportive policies will continue to be introduced to optimize related restrictive measures.

cls.cnMar 17 03:58 ET

A combination of policies has activated market confidence, and COUNTRY GARDEN has risen nearly 4%, leading Real Estate stocks.

① What are the main driving factors for the rebound of Real Estate stocks? ② After local policies in places like Shenzhen are strengthened, which types or regions of real estate companies will benefit first?

cls.cnMar 16 22:17 ET

National Bureau of Statistics: From January to February, national Real Estate Development investment reached 1,072 billion yuan, a year-on-year decrease of 9.8%.

According to the National Bureau of Statistics announcement, from January to February, nationwide Real Estate Development investment reached 1,072 billion yuan, a year-on-year decrease of 9.8%, with the decline narrowing by 0.8 percentage points compared to the annual total from last year; among this, Residence investment was 805.6 billion yuan, down 9.2%, with the decline narrowing by 1.3 percentage points.

cls.cnMar 16 22:09 ET

National Bureau of Statistics: From January to February, national Real Estate Development investment reached 1,072 billion yuan, a year-on-year decrease of 9.8%.

On March 17, the National Bureau of Statistics released the basic situation of the national Real Estate market for January and February 2025.

Zhitong FinanceMar 16 22:04 ET

J.P. Morgan: Expects that the profits of mainland developers will continue to decline, adjusting ratings and Target Prices of multiple property and property management stocks (table).

The bank has also upgraded CHINA JINMAO (00817) from "Shareholding" to "Shareholding", expecting the group to regain growth.

Zhitong FinanceMar 14 05:09 ET