CITIC: The domestic Real Estate has the potential to move upward this year, Bullish on CHINA RES LAND (01109) and others.
The bank believes that the industry may have opened the path towards capacity restoration, and in principle, some proactive arrangements can be made for real estate stocks, maintaining the profit forecast and Target Price for the covered symbols unchanged.
Estimating The Intrinsic Value Of C&D International Investment Group Limited (HKG:1908)
Public Companies Among C&D International Investment Group Limited's (HKG:1908) Largest Shareholders, Saw Gain in Holdings Value After Stock Jumped 3.6% Last Week
C&D INTL GROUP (01908.HK) has signed a new cooperation agreement regarding the land in Putian.
On January 27, Gelonghui reported that C&D INTL GROUP (01908.HK) announced that the parties to the cooperation agreement agreed to introduce Putian Xinhua and Tianjin Shanghao to jointly develop the land, and transfer the rights and responsibilities of Xiamen Zhaochengyao under the cooperation agreement to Putian Zhaochengfeng. Therefore, on January 27, 2025, the parties will sign a new cooperation agreement for the development and construction of residential and/or commercial projects on the land through the joint venture Putian Lian Zhaofeng Real Estate Co., Ltd. Accordingly, Putian Zhaochengfeng (a subsidiary of the company), Putian Lian Xintai, Putian Xinhua, Tianjin Shanghao, and Putian Zhuyuan will respectively own shares in the joint venture.
CICC: New home sales showed stable performance in December 2024. Follow-up measures after the policy effect pulsing back are still the focus of attention.
Considering the recent narrowing year-on-year growth in sales area of new and second-hand homes, and the trend of declining listing prices and increasing volumes in major cities, the effects of policies may be gradually pulsing back. The decline in market trading activities around the Spring Festival could lead to a more stable phase of price fluctuations.
[Brokerage Focus] Ping An Securities: As the Spring Festival holiday approaches, the real estate Industry is expected to enter a period of sluggish transactions in the short term.
Jinwoo Financial News | Ping An Securities has released its monthly report on the real estate Industry. With the approach of the Spring Festival holiday, it is expected that short-term transactions will enter a period of stagnation. In the mid-term view, the current high point of the property market in terms of volume and price has clearly receded. Coupled with the reduction of down payments and interest rates, the threshold for residents to purchase property has significantly improved. Although the existing inventory is high and expectations for housing prices and income still constrain the property market's performance, it is believed that the sharp decline in the market has passed. As more high-efficiency, high-quality products enter the market, some demand may flow back from the second-hand housing market to the new housing market, leading to a stabilization of high-quality products in the market first. The short-term focus should be on the performance from after the Spring Festival to March. On the indiv
HSBC Downgrades C&D International Investment Group to Hold From Buy; Price Target Is HK$12.80
Guolian Securities: Multiple departments have spoken out to support the acceleration of storage and collection efforts.
As the two major focal points of Real Estate in 2025, the collection and storage of land and the transformation of urban villages are expected to be implemented with the joint efforts of the central and local governments, stabilizing the Real Estate market.
Guolian: The new home market wraps up in December 2024 with a strong finish, while second-hand home transactions hit a record high.
Since the fourth quarter of 2024, the transaction volume in both new and second-hand housing markets has shown some signs of recovery, while the land auction market continues to shrink, and cities are still experiencing differentiation.
Insider Stock Buying Reaches CN¥27.2m On C&D International Investment Group
Xiamen C&D Inc. (600153.SH): Subsidiary C&D INTL GROUP successfully bid for a plot of land in Haidian District, Peking.
On January 6, Gelonghui reported that Xiamen C&D Inc. (600153.SH) announced that on January 2, 2025, its subsidiary C&D INTL GROUP successfully acquired the land use rights for the second phase (remaining land) of the Zhufang Fourth Street shanty renovation project in the northern area of Dongsheng Town, Haidian District, Peking, through public bidding, with a total price of 9.04 billion yuan. The land is located in the northern area of Dongsheng Town, Haidian District, Peking, north to the planning Qinghe Town South First Road south red line, east to the planning Qinghe Town West Road west red line, south to the green control line on the north bank of the Qinghe River, and west to the planning Zhufang.
Announcement Highlights | Wanwu Cloud acquires 100% equity of Zhongzhou Property; UBTECH executives commit not to reduce their Shareholding within 12 months.
C&D INTL GROUP: The cumulative contract sales amount for 2024 is about 103.36 billion yuan, a year-on-year decrease of about 25.1%; SHIMAO SERVICES plans to acquire 33% of Shenzhen Shilu Yuan Environmental for 83.159 million yuan for full ownership.
C&D INTL GROUP (01908.HK) has a total contractual sales amount attributable to Shareholders of approximately 103.36 billion yuan for the year 2024.
On January 3, Gelonghui reported that C&D INTL GROUP (01908.HK) announced that for the year ending December 31, 2024, the group, along with its joint ventures and associates, achieved a cumulative contract sales amount attributable to Shareholders of approximately 103.36 billion yuan, with a cumulative contract sales total building area attributable to Shareholders of approximately 5.048 million square meters, representing a year-on-year decrease of approximately 25.1% and 24.3%, respectively.
Express News | C&D International Investment - Cumulative Contracted Sales Attributable RMB103.36 Bln for Year
C&D International Unit to Invest 53 Million Yuan in Residential Joint Venture
C&D INTL GROUP (01908.HK): Signed a cooperation agreement regarding the land in Putian.
Glory Financial reported on December 26 that C&D INTL GROUP (01908.HK) announced that Fuzhou Huicheng Baiyue successfully acquired the land use rights for the land located in the Yuhu Sector of Licheng District, Putian City, China, on November 19, 2024, for a total price of RMB 0.585 billion. On December 26, 2024, the parties (including Xiamen Zhaochengyao, Putian Lianxintai, Fuzhou Huicheng Baiyue, and Putian City Zhuyuan) signed a cooperation agreement, whereby the parties agreed to develop and build Residence and/or commercial projects on the land through the joint venture Putian Lianzhaofeng Real Estate, with Xiamen Zhaochengyao (the company's subsidiary).
C&D International Expands Real Estate Ventures in China
[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.
The Five-year Decline in Earnings for C&D International Investment Group HKG:1908) Isn't Encouraging, but Shareholders Are Still up 148% Over That Period
C&D International Investment Group's Step-Down Unit to Renew Project Management Services Agreements