Trending Industry Today: LONGFOR GROUP Leads Gains In China Mainland Real Estate Stocks

Moomoo News02:00 ET

CICC: The mainland Real Estate has upward potential this year. Bullish on CHINA RES LAND and others.

CICC released a Research Report stating that the domestic Real Estate Sector is showing initial signs of recovery, believing there is still upward potential for the rest of the year, and suggesting to make appropriate advance layouts. Currently, the market has some divergence in its views on a minor spring for Real Estate, including the outlook for the full market in 2025. The firm believes that the industry is gradually moving towards a path of capacity recovery, and in principle, some proactive layouts for real estate stocks can be made, maintaining profit forecasts and Target Prices for the covered symbols. CICC's main points are as follows: On February 24, A/H Real Estate Sector rose by 1.66%/3.61% respectively, but has recorded a decline of 3.75%/6.81% respectively since the beginning of the year. Recently.

Sina Hong Kong stocks.21:33 ET

Trending Industry Today: SUNAC Leads Gains In China Mainland Real Estate Stocks

Moomoo NewsFeb 24 02:10 ET

【Brokerage Focus】Ping An Securities first gives CHINA RES LAND (01109) a "recommended" rating, stating that it is expected to continue benefiting from Industry development.

Jinwu Finance | Ping An Securities issued a Research Report indicating that CHINA RES LAND (01109) will have a sales amount of 261.1 billion yuan in 2024, rising to third place in the Industry, with stable sales above 80% in first and second-tier cities. The company's advantages in products, land acquisition, and land reserves help to better grasp industry trends such as housing quality upgrades and concentrated Trade areas, enhancing competitive capability: 1) On the product side, the company clarifies its product lines, provides quality supporting services, and optimizes location environments, significantly enhancing product premium capability, with high Operation efficiency and expanding brand influence; 2) On the land acquisition side, the company has sufficient funds, controllable leverage, and smooth financing, increasing the acquisition of high-priced core area land parcels.

Jingwu Financial NewsFeb 21 03:24 ET

【Brokerage Focus】CITIC SEC indicates that land reserve has a significant impact on new construction work, and housing prices are expected to stabilize strongly.

Jinwu Financial News | CITIC SEC noted that according to various local government official websites, regions such as Guangdong, Hunan, and Jilin have previously released announcements regarding the repurchase of idle land stock with special bonds. Generally, if land stock is not acquired through special bonds, government announcement is not required. Some areas have started earlier and have more cases, for example, YUEXIU PROPERTY and CHINA JINMAO have both published relevant information from the perspective of listed companies. The institution stated that strict control over incremental effects exceeded expectations; it is anticipated that housing prices in first and second-tier cities will strongly stabilize, with moderate recovery in housing prices in certain cities. The institution believes that when considering the impact of land reserves on planned areas, the scale of land reserves by 2025 will be less than 10% compared to the planned area.

Jinwu Financial NewsFeb 20 19:41 ET

The Central Plains Valuation Index (main Banks) CVI latest reported at 41.26 points, falling for two consecutive weeks, reaching the lowest since the policy report in October last year.

Yang Mingyi, Senior Co-Director of the Research Department of Central Plains Real Estate, pointed out that the latest CVI this week reported 41.26 points, a decrease of 1.92 points from last week's 43.18 points.

Zhitong FinanceFeb 20 04:17 ET