Analysis of HKEX Connect Holdings | March 9

Analysis of Stock Connect Holdings | March 6, 2026

Zhitong Finance08:30

Hangzhou's Yuhang District announces that, effective immediately until the end of this month, purchasers of new commercial residential properties will receive a subsidy of 50,000 RMB per unit.

The Housing and Urban-Rural Development Bureau of Yuhang District in Hangzhou, along with the Yuhang District Finance Bureau, issued a notice encouraging real estate companies to carry out various promotional activities that provide tangible benefits to homebuyers, in order to meet both rigid and improved housing demands. Specifically, from now until the end of this month, individuals purchasing newly built commercial residential properties across the district will be granted a subsidy of 50,000 RMB per unit upon completion of the property registration for the purchased residential unit. In terms of enhancing housing security measures, efforts will focus on improving the housing system characterized by multi-agent supply, multi-channel guarantees, and a combination of renting and purchasing. This includes promoting the provision of various types of affordable housing and accelerating the establishment of a comprehensive and multi-tiered hierarchical housing security system.

AASTOCKS07:09

Zhitong HK Stock Short Position Statistics | March 6

Zhitong HK Stock Short Position Report | March 6

Zhitong FinanceMar 6 18:30

JPMorgan's Investment Rating for Chinese Real Estate and Property Management Stocks

JPMorgan issued a research report listing its investment ratings for Chinese real estate and property management stocks as follows: Stock | Investment Rating ========================= Real Estate Developers China Resources Land (01109.HK) | Overweight China Overseas Land & Investment (00688.HK) | Overweight China Jinmao Holdings (00817.HK) | Overweight Longfor Group (00960.HK) | Overweight Future Land Development (01030.HK) | Neutral China Vanke (02202.HK) | Underweight Country Garden (02007.HK) | Underweight

AASTOCKSMar 6 11:53

JPMorgan noted that the recent National People's Congress session did not reflect a strong willingness to boost the domestic real estate sector. The firm expects the sector to underperform in the short term and highlighted the Politburo meeting scheduled

According to a JPMorgan research report, the fourth session of the 14th National People's Congress opened yesterday (March 5). The latest 'Government Work Report' and the outline of the '15th Five-Year Plan' have been released. The tone regarding the real estate market remains focused on 'risk resolution' and 'stability' as key points. However, there was no stronger indication of intent to boost housing prices or restore home-buying confidence, and the term 'halt the decline and stabilize' has not been used for some time. The silver lining is that investor expectations were already low. Since the NPC session did not bring any surprises, JPMorgan believes that this sector may underperform the broader market in the short term but could regain strength by early April when investors will look ahead to the Politburo meeting at the end of April.

AASTOCKSMar 6 11:52

Express News | Government Work Report: Control Increment, Reduce Inventory, and Optimize Supply Through City-Specific Policies

BreakingsMar 5 10:03