Hong Kong stocks are showing unusual movement | Mainland Real Estate stocks are among the top gainers as the Political Bureau meeting reaffirms the stability of the property market. Institutions state that the property market may enter a new cycle of poli
Mainland Real Estate stocks have risen significantly. As of the time of reporting, RONSHINECHINA (03301) is up 15.15%, priced at 0.38 Hong Kong dollars; CIFI Holdings (00884) has increased by 10.91%, priced at 0.305 Hong Kong dollars; COUNTRY GARDEN (02007) is up 10%, priced at 0.55 Hong Kong dollars; LOGAN GROUP (03380) has increased by 7.69%, priced at 1.12 Hong Kong dollars.
Zhongyuan Mortgage: The amount of mortgages used in Hong Kong in January increased by 18%, and the selection ratio of H rose to 93%.
Wang Meifeng, the Managing Director of Central Plains Mortgage, stated that according to the latest statistics from the Hong Kong Monetary Authority on residential mortgages, the number and amount of new mortgages in Hong Kong significantly increased by 16% and 17.6% month-on-month in January 2025, reaching 3,438 cases and 15.6 billion yuan, respectively. The number of cases has risen for three consecutive months, hitting a four-month high, while the amount has risen for two consecutive months, hitting a five-month high, mainly reflecting the increase in bullish factors since the fourth quarter of 2024, indicating stability in the Hong Kong property market.
Trending Industry Today: LONGFOR GROUP Leads Losses In China Mainland Real Estate Stocks
SUNAC (01918.HK): Received a recognition order granted by the Hong Kong High Court.
On February 28, Gelonghui reported that SUNAC (01918.HK) announced the liquidation petition issued by CHINA CINDA (Hong Kong) Asset Management Co., Ltd. The company has applied to the High Court of Hong Kong for a recognition order regarding the transfer of the company's shares, which was approved by the High Court on February 28, 2025. After the company is granted the recognition order, despite the petition issued against the company, all transfers of the company's issued and fully paid shares will not be rendered invalid under Section 182 of the (Liquidation and Miscellaneous Provisions) Ordinance from the date of the petition.
Express News | Sunac China - Grant of Validation Order
Zhongyuan Real Estate: The latest Zhongyuan Valuation Index CVI reports 36.89 points, hitting a nearly 18-week low.
Yang Mingyi, Senior Co-Director of the Research Department at Zhongyuan Real Estate, pointed out that the latest CVI this week is 36.89 points, down 4.37 points from last week's 41.26 points.
Trending Industry Today: LONGFOR GROUP Leads Gains In China Mainland Real Estate Stocks
Hong Kong stocks fluctuated | Mainland Real Estate continued to rise in the afternoon. Guangdong Province was the first to issue special bonds to purchase existing land, and Institutions expect that the land reserve progress will accelerate.
Mainland Real Estate continued to rise in the afternoon. As of this report, SHIMAO GROUP (00813) rose by 30.34%, reported at 1.16 HKD; CIFI (00884) rose by 14%, reported at 0.285 HKD; LONGFOR GROUP (00960) rose by 11.07%, reported at 11.24 HKD; SUNAC (01918) rose by 10.15%, reported at 2.17 HKD.
Trending Industry Today: SUNAC Leads Gains In China Mainland Real Estate Stocks
Hong Kong Stock Midday Review | Hang Seng Index dropped by 0.55% in the morning session, while real estate stocks rose against the trend, and Concept stocks related to CRO had the largest declines.
The Hong Kong Hang Seng Index fell 0.55%, closing at 23,348.82 points, with a morning turnover of 231.157 billion HKD; the Hang Seng TECH Index decreased by 1.44%.
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.
The LPR Quote for February is out! The one-year and five-year rates remain unchanged.
The 1-year LPR is 3.1%, and the 5-year LPR is 3.6%, both unchanged from the previous values.
China's Residential Prices Pick Up In January
Hong Kong stocks are moving oddly | Mainland Real Estate shares rose broadly today as housing prices in first-tier cities continued to increase month-on-month. Institutions suggest paying attention to the performance of the real estate market in March.
Mainland Real Estate stocks have all risen. As of the time of reporting, SUNAC (01918) is up by 4.28%, trading at 1.95 HKD; CHINA VANKE (02202) is up by 3.63%, trading at 6 HKD; and CHINA OVERSEAS (00688) is up by 3.39%, trading at 14.02 HKD.
Kerry Research: The Real Estate market is still in the "stabilization phase after a decline" with resilience remaining in first-tier cities.
According to CRIC Real Estate Research, the current Real Estate market is still in the "stabilization" phase, with expected year-on-year positive growth in February for both new and second-hand home transactions, and first-tier cities still show resilience.
Zhongzhi Research Institute: It is expected that the transaction Volume of the second-hand housing market will rebound after the holiday.
According to a publication by the Central Finger Research Institute, based on the REAL ESTATE INDEX system's price index for 100 cities in China, in January 2025, the average price of second-hand Residences in 100 cities fell by 0.51% month-on-month and decreased by 7.22% year-on-year.
【Industry Trends】Eight departments issued documents to promote the high-quality development of the New energy Fund manufacturing industry; in January, the production and sales of Autos increased by nearly 30% year-on-year.
Eight departments issued a document to promote the high-quality development of the new energy storage manufacturing industry. According to the Ministry of Industry and Information Technology, the Ministry of Industry and Information Technology and seven other departments recently jointly issued the "Action Plan for the High-Quality Development of the New Energy Storage Manufacturing Industry," proposing that by 2027, China's new energy storage manufacturing industry will prominently show its international competitive advantages across the entire chain, the advantageous enterprises will further grow into a tiered structure, and the industry’s innovation capability and overall competitiveness will significantly improve, achieving high-end, Asia Vets, and green development. A relevant person in charge of the Department of Electronic Information of the Ministry of Industry and Information Technology introduced that the new energy storage manufacturing industry mainly focuses on new Battery and various types of ne
Trending Industry Today: SUNAC Leads Losses In Top Gainers Yesterday Stocks
Stock market fluctuations | Mainland Real Estate stocks fell back at the end of trading, with the total sales of the top 100 real estate companies in January dropping by 16.5%. Institutions say the sustainability of market recovery remains to be verified.
As of the time of this report, Mainland Real Estate stocks fell in the afternoon trading session, with RONSHINECHINA (03301) down 13.89% at HKD 0.31; R&F PROPERTIES (02777) down 6.99% at HKD 1.33; SUNAC (01918) down 7.39% at HKD 1.88; and SEAZEN (01030) down 2.15% at HKD 1.82.
[Brokerage Focus] China Securities Co.,Ltd. indicates that the housing market will continue to stabilize during the Spring Festival and remains Bullish on the overall performance of the real estate Sector.
Jingwu Finance News | China Securities Co.,Ltd. stated that the transaction area of new and second-hand houses in key cities during the Spring Festival has increased compared to the same period last year. From the Spring Festival to now (January 29 to February 7, from the first to the tenth day of the first lunar month), the transaction area of new houses in 29 key cities reached 0.539 million square meters, a growth of 63.4% compared to the same period last year. In terms of second-hand houses, the transaction area in 13 sample cities has been 0.555 million square meters since the Spring Festival, which is an increase of 80.1% compared to the same lunar calendar period last year. The newly added supply of land in 100 cities has decreased both month-on-month and year-on-year. This week, 1.034 million square meters of residential land was newly added in 100 cities, a month-on-month decrease of 81.7% and a year-on-year decrease of 78.9%. The bank pointed out that the real estate market continued to stabilize du