JPMorgan: China’s property market data remained weak in August; mainland real estate stocks expected to underperform in the short term

JPMorgan released a research report indicating that the National Bureau of Statistics' August data on new-home sales and construction activity continued to weaken, while also releasing, for the

AASTOCKSSep 16 12:26

Hong Kong Stocks in Focus | Most mainland property stocks decline as real estate development investment falls 19.9% year-on-year from January to August; the sector remains in a period of deep adjustment

Gelonghui, September 15 | Most Hong Kong‑listed Chinese property stocks declined today. Specifically, Far East Consortium fell 4.65%, Zhongliang Holdings dropped 3%, China Resources Land slipped 2.4%,

Gelonghui FinanceSep 15 11:12

National Bureau of Statistics: Need to accelerate the transformation of the real estate development model

Fu Linghui, spokesperson for the National Bureau of Statistics, Chief Economist, and Director-General of the Department of Comprehensive National Economic Statistics, stated that the total volume of

AASTOCKSSep 15 11:06

Express News | National Bureau of Statistics: From January to August, nationwide real estate development investment totaled RMB 4.7979 trillion, down 19.9% year on year.

According to data from the National Bureau of Statistics, from January to August, nationwide real estate development investment totaled RMB 4.7979 trillion, down 19.9% year on year (on a comparable basis); residential investment amounted to RMB 3.7017 trillion, a decline of 19.7%. During the same period, sales of newly built commercial housing reached 498.8 million square meters, down 12.1% year on year, with residential sales falling by 13.0%. Sales value of new commercial housing stood at RMB 4.747 trillion, a decrease of 13.0%, including a 13.1% drop in residential sales. Meanwhile, according to data from the Ministry of Housing and Urban–Rural Development, from January to August, the online‑registered area of secondhand home transactions reached 549.23 million square meters, up 10.6% year on year.

BreakingsSep 15 10:01

[Major Banks] Goldman Sachs cites domestic property sector experts in forecasting resilient transaction volumes in the fourth quarter, with Shanghai continuing to lead the price recovery.

Goldman Sachs issued a report stating that it invited Li Yanguo, founder of Iceberg Index, as the second speaker in its series of conference calls on China property experts for 2026 yesterday (the 7th). The Iceberg Index is a digital analytics system based on transaction prices and volumes of secondary housing in approximately 40 to 70 cities, serving as a leading indicator to timely reflect and predict trends in property market volume and pricing. After entering August, month-on-month declines in secondary housing prices widened again in most cities; however, transaction volumes rebounded significantly in the first week of September, providing a positive start to the traditional "Golden September, Silver October" peak season. Li Yanguo maintains a constructive outlook on transaction volumes for the fourth quarter of 2026, pre-

AASTOCKSSep 8 11:21

Express News | Compiled by Jinshi Data: Daily Highlights of the Hong Kong Stock Market (2026-09-08)

Individual Stock News 1. Longfor Group (00960.HK): Cumulative contracted sales amounted to RMB 20.84 billion in the first eight months. 2. Muyuan Foods (02714.HK): Revenue from commercial pig sales in August was approximately RMB 9.254 billion, a year-on-year decrease of 21.9%. 3. Powerlong Properties (01238.HK): Total contracted sales for the first eight months were approximately RMB 4.43 billion, a year-on-year decrease of 9.7%. 4. Longsys (09976.HK): The Hong Kong public offering was oversubscribed by 40.32 times, with net proceeds from the global offering amounting to approximately HKD 6.8032 billion. 5. Agile Group Holdings (03383.HK): Pre-sales totaled approximately RMB 4.67 billion in the first eight months, a year-on-year decrease of 25.52%. 6. Poly Property Group (00119.HK): Cumulative contracted sales reached approximately RMB 29.3 billion in the first eight months, a year-on-year decrease of 17.7%.

BreakingsSep 8 09:09