From policy direction to market response: the 2025 Real Estate recovery and new opportunities in the ceramics Industry.

On September 26, 2024, the Central Politburo Meeting first proposed to "promote stabilization and recovery in the Real Estate market." This key decision sounded a strong policy note and became an important turning point for the Real Estate market in China.

Zhitong FinanceJan 13 02:30 ET

Pan Gongsheng: The level of Real Estate transactions has improved, and research shows that residents' willingness to purchase homes is steadily increasing.

① Pan Gongsheng stated that recently the central government has further clarified that local government special Bonds can be used to recover idle stock land, acquire newly stored land, and purchase existing Commodity housing, which will accelerate the de-inventory process in the Real Estate market and stabilize the real estate market. ② According to the survey data released by the China Index Academy today, the willingness of residents to purchase homes has been stable with a slight increase recently; overall, most city markets are continuing to adopt a strategy of exchanging price for volume.

cls.cnJan 13 01:52 ET

Hong Kong stocks are moving differently | Mainland Real Estate stocks plunged across the board in the morning session due to bearish concerns brought by the real estate companies. SUNAC (01918) once fell nearly 29%.

Mainland Real Estate stocks fell across the board. As of the time of writing, SUNAC (01918) is down 26.86%, trading at HKD 1.28; RONSHINECHINA (03301) is down 11.07%, trading at HKD 0.249; SHIMAO GROUP (00813) is down 8.42%, trading at HKD 0.87.

Zhitong FinanceJan 9 20:58 ET

Zhongzhi Research Institute: In 2024, the Real Estate Industry will achieve a total of 565.31 billion yuan in Bonds financing, a year-on-year decrease of 18.4%.

According to the research, looking ahead to 2025, policy support is expected to drive expectations for recovery, but the Real Estate market still faces many challenges. Financing policies are expected to remain loose, but the scale of financing will still be influenced by the market recovery.

Zhitong FinanceJan 9 01:09 ET

China's Property Market Likely Boosted by Year-End Campaigns -- Market Talk

WSJJan 2 22:06 ET

It's once again the annual mortgage repricing day, and Banks personnel candidly state that "revenue pressure is increasing." How to stabilize the interest margin under the expectation of interest rate cuts?

① With the arrival of the repricing cycle on January 1st, many industry professionals who spoke with reporters from the Financial Association stated that "revenue pressure is increasing." ② Looking ahead to 2025, many experts believe that the policy interest rates need to be further lowered during the year, and mortgage rates will continue to decline. ③ From the perspective of the Industry, controlling costs remains the primary measure each bank is taking to ease the downward pressure on interest margins.

cls.cnJan 2 08:14 ET