JPMorgan: Green shoots have emerged in mainland real estate stocks, with potential to replicate Hong Kong's property market recovery.

JPMorgan compared the current market conditions of mainland real estate stocks to the "green shoot" starting point of Hong Kong-listed real estate in April 2025—when Hong Kong-listed real estate subsequently surged by 84%. Mainland real estate is still in the early rebound phase of the "green shoot," with approximately 20% upside potential remaining. This round of market performance is state-owned enterprise-led and fundamentally driven, making it more "authentic." On the same day, HSBC also raised its target price for China Resources Land to HKD 43.80. Both institutions believe that it is not too late to enter the market now.

wallstreetcnMay 7 22:03

JPMorgan: Is Gold Priced at $4,600 Really Expensive?

JPMorgan pointed out that, according to the traditional model (fair value of $1,000-$1,900), gold is significantly overvalued, but this does not mean it is "wrong"—the high premium reflects a rational pricing of geopolitical risks, damaged U.S. dollar credibility, and the failure of the 60/40 portfolio. The real drivers of the rally—the "century rebalancing" of Western pension funds into gold and stagflation trades—have yet to kick in, and $4,600 may be a worthwhile "insurance premium" to pay.

wallstreetcnMay 7 13:48

Shanghai's second-hand home online signing volume in April hits a 10-year high for the same period; the real estate sector may see structural recovery.

①Including Suzhou, which announced eleven measures on May 2 to further stabilize and promote the healthy development of the real estate market, multiple regions such as Shenzhen, Guangzhou, Tianjin, and Wuhan have introduced new policies aimed at stabilizing the property market. ②Data shows that in April, the cumulative online signing volume of second-hand homes in Shanghai reached 28,742 units, hitting a ten-year high for the same period, continuing the warming trend since the beginning of the year.

cls.cnMay 6 07:43

This company signs a major computing power service contract with a maximum value of 19 billion yuan | Post-market announcement highlights

Jinli Huadian: Plans to purchase equity in Zhongke Xiguang; trading suspension begins on May 6.

cls.cnMay 5 19:12

Pre-Market Key News Highlights for A-Share Market (2026-04-30)

Mini Program: Pre-market Key News Summary for A-shares Important News 1. Shenzhen further optimizes and adjusts real estate-related policies. The Shenzhen Housing and Construction Bureau issued the 'Notice on Further Optimizing and Adjusting Real Estate Policies in the City,' which will take effect from April 30, 2026. The notice states that resident families who meet the city’s conditions for purchasing commercial housing may, on top of the existing home purchase restrictions, buy one additional unit of commercial housing within the Futian District, Nanshan District, and Xinyi Street of Bao’an District. Employees contributing to the housing provident fund who apply for a housing provident fund loan individually will have a loan limit of 700,000 yuan; employees jointly applying for a housing provident fund loan...

Golden10 DataApr 30 09:08

Vanke reported 28.9 billion yuan in revenue for the first quarter and plans to transfer its equity in Huan Mountain Group for 3.27 billion yuan.

①In the first quarter of 2026, Vanke achieved operating revenue of 28.9 billion yuan and sales of 16.77 billion yuan; ②Vanke plans to publicly list the transfer of approximately 99.413% of Huan Shan Group's equity in the near future, with a listing floor price of 3.27 billion yuan.

cls.cnApr 29 22:31