Express News | Ministry of Housing and Urban-Rural Development: Orderly establishment of foundational systems for real estate development, financing, and sales
Express News | Ministry of Housing and Urban-Rural Development: Leverage the role of the real estate financing 'whitelist' system to support reasonable financing needs of real estate enterprises.
Express News | Minister of Housing and Urban-Rural Development: This year will focus on stabilizing the real estate market and supporting reasonable financing needs of real estate enterprises.
Hong Kong Stock Market Close (January 20) | Hang Seng Index Down 0.29%, Gold and Consumer Stocks Rise; Pop Mart (09992) Surges 9% Leading Blue Chips
Hong Kong stocks experienced volatile movements today, with the three major indices ultimately closing collectively lower. By the close, the Hang Seng Index had fallen by 0.29%, or 76.39 points, to 26,487.51 points. The total daily turnover amounted to HKD 237.766 billion.
Hong Kong-listed mainland real estate stocks have risen against the market trend, with supportive industry policies continuing to emerge, and the outlook for 2026 is becoming increasingly promising.
Real estate stocks in Hong Kong's stock market have risen against the trend. This comes after recent targeted financial measures introduced in mainland China, such as the People's Bank of China's recent 25-basis-point cut in the relending rate and the reduction of the minimum down payment ratio for commercial real estate from 50% to 30%. Shenwan Hongyuan believes that China’s real estate fundamentals have undergone a profound adjustment. Considering the central government's recent directive to “focus on stabilizing the real estate market,” along with an authoritative article published earlier this year in Qiushi, which emphasized the financial attributes of real estate, household balance sheets, and suggested comprehensive policy support, there has been a positive shift in the stance towards real estate. Further industry policies are highly anticipated. A Ping An Securities research report pointed out that the decline in the property market will narrow in 2025, with signs of recovery emerging by 2026. Looking
Stock Movement in Hong Kong | Real Estate Stocks Active: Rongxin China (03301) Up Over 3%, China Overseas Grand Ocean Group (00081) Up Over 2%
The real estate sector in China has shown active performance. As of the time of writing, Rongxin China (03301) rose by 3.5%, trading at HKD 0.148; Greentown China (03900) increased by 2.95%, trading at HKD 9.07.
Fitch expects China's latest stimulus measures may alleviate short-term refinancing pressures but are insufficient to boost the real estate sector.
Fitch Ratings stated that the targeted financial measures recently introduced in mainland China, such as the People's Bank of China’s recent 25-basis-point cut in the relending rate and the reduction of the minimum down payment ratio for commercial real estate from 50% to 30%, confirm that policy remains inclined towards gradual and targeted easing rather than large-scale credit stimulus.
Express News | National Bureau of Statistics: In December 2025, the sales price of newly built commercial residential properties in first-tier cities decreased by 1.7% year-on-year.
Express News | Two departments announce: The minimum down payment ratio for commercial property mortgage loans adjusted to no less than 30%.
Express News | National Financial Regulatory Administration: Promote the routine operation of urban real estate financing coordination mechanisms, and support the resolution of debt risks of financing platforms in a lawful and compliant manner.
China Overseas Grand Ocean Group (00081.HK): The Cehai brand as a leader in lower-tier markets, with its strategic layout in smaller cities proving to be a winning advantage.
China Overseas Grand Oceans Group has established itself as a leader in the high-quality residential market of lower-tier cities, leveraging the brand strength of its parent company, 'China Overseas Land & Investment,' and central enterprise resources. With its strategy focused on lower-tier markets, the company is well-positioned to thrive as a survivor in this competitive landscape. We assign it a 'Buy' rating.
Express News | The central bank announced a reduction in the minimum down payment ratio for commercial property mortgage loans to 30%.
Mainland real estate stocks listed in Hong Kong led the gains. Reports suggest that the extension of whitelist projects for real estate companies is imminent, and institutions note that policy expectations are running high.
Guolian Minsheng Securities released a research report stating that following the positive tone set for the real estate sector at the Central Economic Work Conference at the end of 2025 and in the early 2026 issue of the Qiushi magazine, the market has expectations for the continued implementation of real estate policies, which may drive a seasonal rally in the sector.
China Overseas Grand Oceans Likely to Deliver Above-Peer Presales -- Market Talk
China Overseas Grand Oceans Group Target Price Cut to HK$2.46 From HK$2.63 by DBS Group Research >0081.HK
Express News | Real estate financing coordination mechanism 'white list' projects with eligible loans can be extended for five years.
Hong Kong Stock Movement | Most Mainland Real Estate Stocks Rise, with Vanke Enterprise (02202.HK) up over 4% and Future Land Development (01030.HK) up over 2%.
Most property stocks in mainland China have risen. As of the time of writing, Vanke Enterprise (02202.HK) was up 4.18%, trading at 3.49 Hong Kong dollars; Seazen Development (01030.HK) rose 2.29% to 2.23 Hong Kong dollars.
Express News | Jinshi Data Summary: Daily News Express of the Hong Kong Stock Market (January 8, 2026)
Hong Kong Stock Announcements | J&T Express-W2025 total package volume reached 30.1287 billion, representing a year-on-year increase of 22.2%.
J&T Express-W2025 delivered a total of 30.1287 billion parcels, representing a year-on-year increase of 22.2%; Qinhuangdao Port Corporation: Total throughput in 2025 reached 433 million tons, marking a year-on-year growth of 4.48%.
HKEX Announcements Highlights | Truly International's Annual Revenue Reaches HKD 16.5 Billion; China Overseas Development’s 2025 Sales Decline by Nearly 20%
①Truly International's annual consolidated revenue reached 16.5 billion Hong Kong dollars. How did it perform compared to the previous year? ②China Overseas Development's sales volume in 2025 declined by nearly 20%. What is the scale of the decline?