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Goldman Sachs has made changes to its Asia-Pacific Confidence Selected List! CHINA RES LAND (01109) and Weichai Power (02338) have been added, while Zijin Mining Group (02899) has been removed.
On April 1st, Goldman Sachs added MediaTek, CHINA RES LAND, Weichai Power, and Krafton to its select list of confidence in the Asia-Pacific region, while removing Advantest, Delta Electronics, Keppel Corp, and Zijin Mining Group.
CRIC Real Estate Research: In March, the real estate market saw a steady year-on-year growth, with accelerated sales and a warming in the market despite reduced volumes.
On April 2, CRIC Real Estate Research published a report stating that in March 2025, the real estate market continues to stabilize after falling, with supply and demand gradually rebounding, month-on-month growth maintained, and transaction volume increasing by 4% year-on-year. Second-hand housing transactions continue to show volatility at a high level, with a month-on-month increase of 50% and a year-on-year growth of 21%.
The real estate market has increased support.
Consolidate stability.
The Central Finger Research Institute: The total amount of land acquired by the top 100 companies is 289.58 billion yuan, a year-on-year increase of 30.6%.
On April 1st, the China Index Academy released the TOP 100 national Real Estate companies' land acquisition rankings for January to March 2025.
The era of "good houses" has begun! The new regulations from the Ministry of Housing and Urban-Rural Development raise the standards for Residences, which will create what kind of "catalyst effect"?
① The Ministry of Housing and Urban-Rural Development today released the national standard "Residential Project Specification," which is significant as it not only pertains to the improvement of building standards but will also impact the supply and demand structure, development logic, and consumer trends in the Real Estate market; ② Following the publication of the "Specification," a series of related issues have drawn attention from various parties, including whether it will increase construction and installation costs, and whether it will impact existing projects on sale.
Kerry Real Estate: In March, the land market continued to warm up with reduced volume, and the CityDev expectations in core cities improved significantly.
Kerry Real Estate announced that in March 2025, the land market continues to show a trend of reduced volume, with the transaction volume still experiencing a year-on-year decline, but the proportion of transactions in first and second-tier cities is increasing.
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104556909 : Ok
CoWHideTrader : nice
103677010 : noted
Ahmad Fiqri :
Mr Careful : the real capital flight out of china may be materializing soon after disappointment with stimulus and expectations of a devaluation of yuan strengthening.