HK Stocks in Motion: Some Mainland Property Shares Surge, MIDEA REAL EST Rises Over 40%
Gelonghui, July 15 | Some mainland real estate stocks in the Hong Kong market have risen. Among them, MIDEA REAL EST has increased by more than 40%, LOGAN GROUP has risen by nearly 10%, and XUHUI HOLDINGS, RADIANCE HLDGS, and others have followed suit. The Central Urban Work Conference was held in Beijing from July 14 to 15, and the meeting outlined seven key tasks for urban development. These include: focusing on building comfortable and convenient livable cities. Adhering to the integrated planning of population, industry, towns, and transportation, optimizing the spatial structure of cities; accelerating the construction of a new model for real estate development, and steadily advancing the renovation of urban villages and dilapidated houses; vigorously developing life service industries, improving public service levels, and firmly safeguarding the basic living standards of the people.
Express News | Most of the domestic real estate stocks narrowed their losses in the afternoon, as the Central Urban Work Conference was held in Beijing from July 14 to 15.
Express News | The Central Urban Work Conference was held in Beijing, where **** delivered an important speech.
RADIANCE HLDGS (09993): Wu Yankun has been appointed as the authorized representative.
RADIANCE HLDGS (09993) announced that Huang Junquan has resigned for personal development reasons as (i) the company's Executive Director and (i...
RADIANCE HLDGS (09993.HK): Huang Junquan resigns as Executive Director.
According to Ge隆汇, RADIANCE HLDGS (09993.HK) announced that Huang Junquan has resigned as an Executive Director and authorized representative of the company due to personal development reasons; Guo Enting has also resigned from the positions of company secretary, authorized representative, and process agent for legal proceedings, effective July 11, 2025, to pursue career development. Additionally, Wu Yankun, an Executive Director, has been appointed as the authorized representative, and Zhu Zhuoting has been appointed as the company secretary, authorized representative, and process agent for legal proceedings, all effective from July 11, 2025.
Longguang's 21.9 billion debt restructuring has been approved, and the debt reduction plans of 14 real estate companies have been passed! The Industry risk clearance is accelerating comprehensively.
① Only 20 days after announcing the domestic debt restructuring proposal to investors, Longguang completed its second domestic debt restructuring, involving a total principal balance of 21.96 billion yuan; ② Recently, the debt restructuring among real estate companies has shown a trend of accelerated progress. So far, 14 real estate companies including Sunac, R&F, Zhongliang, Contemporary, Kaisa, Aoyuan, Jinlun Tiandi, Yuzhou, Oceanwide, Times China, Greenland, Kimco Realty Corp, and Xiexin Yuanchuang have approved their debt restructurings or reorganizations.
In June, the prices of domestic property stocks outperformed the market. Has the Hong Kong real estate market returned?
Shanghai New World has cooled down, a new era has begun.
Express News | The Hong Kong stock market's Chinese property stocks continue to rise, with SUNAC increasing over 5%, SEAZEN and R&F PROPERTIES rising over 4%, and CHINA JINMAO and RADIANCE HLDGS rising over 3%.
Hong Kong real estate stocks rose during the session, as Powell stated that he does not rule out the possibility of an early rate cut, and Institutions have raised the Target Price for Hong Kong real estate stocks.
On the news front, during the first day of the "special" congressional hearing on the Federal Reserve's monetary policy, Fed Chairman Powell did not comment on the possibility of a rate cut at the next Federal Reserve meeting in July. A research report from Bank of America Securities indicates an increase in the target price of Hong Kong real estate stocks, with an average increase of 12%.
Hong Kong Stock Midday Review | The three major Indexes opened low and rose, with the technology Index closing flat; semiconductor stocks rose, HUA HONG SEMI increased by over 7%; new consumption Concept stocks warmed up, with Lao Pu Gold rising by over 7
Network Technology stocks generally declined, with Alibaba-W down 1.61% and JD-SW down 1.43%; restaurant stocks rose across the board, with Little Garden up 10.73% and DPC DASH up 4.87%; shipping and port stocks rose as well, with PACIFIC BASIN up 20.30% and Dexion Ocean up 5.78%.
This week's Hong Kong stock bull | Seven consecutive weeks of gains! SF Express has increased by over 120% since May, reaching a historical high; Zhengxing Shipping surged over 35% on Friday, receiving significant market attention regarding changes in the
This week, the Hang Seng Index fell by 1.52%, closing at 23,530.48 points; during the same period, the Hang Seng TECH Index dropped by 2.03%, closing at 5,133.14 points; the Hang Seng China Enterprises Index also decreased by 1.48%, ending at 8,527.07 points.
The Real Estate market expectations for stabilizing after the decline are sufficient, and domestic Real Estate stocks have generally risen, with SEAZEN (01030) increasing by 4.07%.
Jinwu Financial News | Domestic property stocks generally rose, SEAZEN (01030) increased by 4.07%, RONSHINECHINA (03301) rose by 3.41%, CHINA OVERSEAS (00688) went up by 1.52%, SUNAC (01918) climbed by 1.43%, SHIMAO GROUP (00813) rose by 1.37%, RADIANCE HLDGS (09993) increased by 1.32%, COUNTRY GARDEN (02007) rose by 1.32%, and R&F PROPERTIES (02777) went up by 1.10%. Cathay HAITONG SEC stated that the real estate industry showed a relatively stable trend in May, continuing the previous trend, combined with the State Council meeting on further.
Hong Kong stock market afternoon review | All three major indexes fell, with the Technology Index down 1.58%; Network Technology stocks weakened, with Meituan nearly down 4%, while energy stocks rose against the market, and SINOPEC SSC increased by over 1
Network Technology stocks declined overall, with MEITUAN-W down by 3.69% and Bilibili-W down by 2.91%; most Apple Concept stocks fell, with SUNNY OPTICAL down by 3.19% and BYD Electronics down by 3.03%; Digital Health stocks weakened, with ZA ONLINE down by 3.15% and ALI HEALTH down by 2.76%.
[Brokerage Focus] Goldman Sachs: The demand for new homes in mainland China will decrease by 75% compared to the peak period in 2017 over the next few years.
Jinwu Finance | On June 17, Goldman Sachs released a report predicting that over the next few years, demand for new homes in mainland China will decline by 75% compared to the peak in 2017. The report指出 that due to population decline and the anticipated drop in housing prices affecting the investment atmosphere, demand for new homes in mainland China is expected to be 75% lower than the peak in 2017.
Hong Kong stocks movement | Domestic property stocks generally adjusted in the morning. In May, the indicators of real estate sales volume and price showed weakness. Institutions stated they are focusing on the development opportunities for real estate co
In the morning session, domestic property stocks generally retreated. As of the time of writing, RADIANCE HLDGS (09993) is down 9.28%, at HKD 3.03; AGILE GROUP (03383) is down 4.55%, at HKD 0.42.
Hong Kong stocks have shown movement | Domestic Real Estate stocks are rising broadly in the morning. Guangzhou plans to optimize Real Estate policies by fully canceling purchase, sale, and price restrictions.
Chinese property stocks rose broadly in early trading. As of the time of writing, RADIANCE HLDGS (09993) is up 6.91%, trading at HKD 2.63; SINO-OCEAN GP (03377) is up 3.85%, trading at HKD 0.108; R&F PROPERTIES (02777) is up 3.06%, trading at HKD 1.01. SUNAC (01918) is up 2.84%, trading at HKD 1.45.
CICC: The abundance of funds in the Hong Kong stock market and the scarcity of Assets.
CICC believes that the "abundance of funds" due to excessive liquidity and the "lack of assets" with limited returns will inevitably lead to overall Index trends being difficult to find, resulting in range-bound fluctuations, while structural market trends will flourish. Currently, the overall macro and market environment in China still needs repair but has structural highlights that are more favorable for Hong Kong stocks. This is because whether it is providing stable returns through dividends, or representing the mainline of structural opportunities such as new consumption, AI Technology, or even innovative drugs, Hong Kong stocks have a greater advantage, which also explains the outperformance of the Hong Kong stock market.
Hong Kong stocks fluctuate | Real estate stocks show a mixed trend as the LPR sees its first decline of the year. April property sales have significantly decreased month-on-month due to seasonal adjustments.
The performance of the domestic property stocks has varied. As of the time of writing, SHIMAO GROUP (00813) has fallen by 2.53% to HKD 0.77; SINO-OCEAN GP (03377) has decreased by 1.82% to HKD 0.108; and RADIANCE HLDGS (09993) has declined by 1.8% to HKD 2.73.
In May, the LPR was lowered by 10 basis points, yet the performance of domestic property stocks remains weak. SINO-OCEAN GP (03377) fell by 2.73%.
Jinwu Financial News | In May, the LPR was lowered by 10 basis points, yet the performance of domestic property stocks remains weak. SINO-OCEAN GP (03377) fell by 2.73%, SHIMAO GROUP (00813) fell by 2.53%, YUEXIU PROPERTY (00123) fell by 2.19%, RADIANCE HLDGS (09993) fell by 2.16%, R&F PROPERTIES (02777) fell by 2.08%, and COUNTRY GARDEN (02007) fell by 1.26%. Zhongtai International stated that although the central government implemented several supportive measures for the real estate market in early May, the recent transaction volumes of new homes and land still experienced a year-on-year decline, showing disappointing performance. Despite this, new homes in first-tier cities...
According to the media supervised by the Ministry of Housing and Urban-Rural Development, the timing for fully implementing the sale of existing houses is not yet mature considering the current situation of the Real Estate market.
In third and fourth-tier cities with high inventory, priority is given to the sale of existing homes to control new supply. Under the market pressure, these cities' pre-sale projects have become largely ignored, making the sale of existing homes a natural response. Hot cities can gradually advance based on inventory conditions and implement differentiated policies according to specific projects to avoid exacerbating supply-demand imbalances due to short-term supply gaps. For cities that have already implemented existing home sales, a 2-3 year buffer period should be established, and a "new and old separation" approach should be adopted, allowing projects that have already secured land to follow the original pre-sale rules. Strengthening the supervision of pre-sale funds is the most critical aspect for projects that adopt pre-sales.