Group 1 - As of February 4, 100 stocks reached a 52-week high, with METROPOLIS CAP (08621), Asia Backup (08290), and Wenling Tooling (01379) leading the high rate at 74.55%, 63.89%, and 57.48% respectively [1] - METROPOLIS CAP closed at 0.048 with a peak of 0.096, while Asia Backup closed at 0.032 with a peak of 0.059, and Wenling Tooling closed at 3.400 with a peak of 6.000 [1] - Other notable stocks that reached new highs include Asia Internet Technology (00679) at 46.23% and Asia Pacific Financial Investment (08193) at 25.45% [1] Group 2 - The 52-week low rankings show that Gaodi Co. (01676) had the largest decline at -45.71%, followed by Xixiang Group (02473) at -23.42% and Jianfa Xingsheng (00731) at -21.51% [3] - Gaodi Co. closed at 0.243 with a low of 0.171, while Xixiang Group closed at 2.370 with a low of 2.060, and Jianfa Xingsheng closed at 0.137 with a low of 0.135 [3] - Other significant declines include Huaxia SOL-R (83460) at -14.34% and Huaxia SOL-U (09460) at -13.97% [3]

Group 1 - A total of 78 stocks reached a 52-week high as of February 3, with notable performers including Asia Pacific Financial Investments (08193) at 57.14%, Chao Wei Holdings (08059) at 36.00%, and Asia Backup (08290) at 33.33% [1] - The closing prices for the top three stocks that reached new highs were 0.550, 0.052, and 0.024 respectively, with their highest prices being 0.550, 0.068, and 0.036 [1] - Other significant stocks that reached new highs include Huameilele (08429) with a high rate of 20.37% and Haode Holdings (08149) at 17.65% [1] Group 2 - The report also lists stocks that reached 52-week lows, with the worst performer being Gaodi Holdings (01676) at -10.00%, followed by Huajian Medical (01931) at -9.29% and Electronic Trading Group (08036) at -9.09% [3] - The closing prices for the stocks that reached new lows include 0.340, 1.280, and 0.021 respectively, with their lowest prices being 0.315, 1.270, and 0.020 [3] - Other notable stocks that reached new lows include Controllon (01912) at -8.93% and Cool Link (08491) at -8.11% [3]

Group 1 - Hong Kong local property stocks collectively rose today, with New World Development increasing by over 4%, and other companies like Sun Hung Kai Properties, Hang Lung Properties, Cheung Kong Property, and Sino Land rising by over 3% [1] - Notably, Sun Hung Kai Properties reached a historical high [1] Group 2 - New World Development's latest price is 9.830, with a market capitalization of 24.739 billion [2] - Sun Hung Kai Properties' latest price is 119.000, with a market capitalization of 344.836 billion [2] - Hang Lung Properties' latest price is 9.540, with a market capitalization of 48.24 billion [2] - Cheung Kong Property's latest price is 45.360, with a market capitalization of 158.75 billion [2] - Sino Land's latest price is 11.650, with a market capitalization of 110.494 billion [2] - Hysan Development's latest price is 21.660, with a market capitalization of 22.245 billion [2] - Kerry Properties' latest price is 23.620, with a market capitalization of 34.28 billion [2] - Kowloon Development's latest price is 26.800, with a market capitalization of 81.371 billion [2] - Swire Properties B's latest price is 12.640, with a market capitalization of 36.011 billion [2] - Link Real Estate Investment Trust's latest price is 35.840, with a market capitalization of 93.146 billion [2] - Kowloon Warehouse Group's latest price is 25.260, with a market capitalization of 77.195 billion [2] - Swire Properties' latest price is 23.200, with a market capitalization of 133.574 billion [2] - Champion REIT's latest price is 2.500, with a market capitalization of 15.338 billion [2] - Henderson Land's latest price is 30.300, with a market capitalization of 146.694 billion [2]

Group 1 - Hong Kong local real estate stocks experienced a broad increase, with Hysan Development rising over 5% [1] - Other notable gainers include Kowloon Development and Kerry Properties, both up over 4%, while Kowloon Group and Sun Hung Kai Properties increased by over 3% [1] - Swire Properties B shares rose nearly 3%, and Longfor Group, Sino Land, Swire Properties A, and Swire Group all saw increases of over 1% [1] Group 2 - Hysan Development's latest price is 21.600 with a market capitalization of 221.83 billion [2] - Kowloon Development's latest price is 26.600 with a market capitalization of 807.64 billion [2] - Kerry Properties' latest price is 22.840 with a market capitalization of 331.48 billion [2] - Kowloon Group's latest price is 24.940 with a market capitalization of 762.17 billion [2] - Sun Hung Kai Properties' latest price is 113.900 with a market capitalization of 3300.57 billion [2] - Swire Properties B's latest price is 12.460 with a market capitalization of 354.98 billion [2] - Longfor Group's latest price is 43.960 with a market capitalization of 1538.5 billion [2] - Sino Land's latest price is 11.500 with a market capitalization of 1090.72 billion [2] - Swire Properties' latest price is 23.380 with a market capitalization of 1346.1 billion [2] - Swire Group's latest price is 74.400 with a market capitalization of 579.57 billion [2]

Core Viewpoint - *ST Guohua announced a strategic cooperation framework agreement with Shandong Postal Engineering Co., Ltd. for urban information construction, effective for three years [1] Group 1: Agreement Details - The agreement was signed in January 2023 and focuses on new urban information construction [1] - The cooperation has led to active communication and some business collaborations between the two parties [1] - The agreement automatically terminated upon reaching its expiration date, as disclosed in the announcement [1] Group 2: Internal Procedures - The business contracts resulting from the cooperation are classified as daily operational contracts [1] - *ST Guohua has followed its internal management procedures for the approval of related contracts, without needing board or shareholder approval [1]

Group 1 - The core point of the news highlights the top short-selling ratios and amounts for various companies, indicating significant market sentiment towards these stocks [1][2]. - AIA Group Limited (友邦保险-R) and Anta Sports Products Limited (安踏体育-R) both have a short-selling ratio of 100.00%, indicating a high level of bearish sentiment [1][2]. - The top three companies by short-selling amount are Alibaba Group Holding Limited (阿里巴巴-W) with 4.031 billion, Tencent Holdings Limited (腾讯控股) with 2.553 billion, and Alibaba Health Information Technology Limited (阿里健康) with 1.776 billion [1][2]. Group 2 - The top short-selling ratio rankings show that AIA Group Limited (友邦保险-R) leads with a short-selling amount of 1.9534 million and a ratio of 100.00% [2]. - JD.com, Inc. (京东集团-SWR) has a short-selling ratio of 99.19% with a short-selling amount of 0.6316 million, indicating strong market pressure [2]. - The deviation values indicate that JD.com (京东集团-SWR) has the highest deviation at 44.47%, suggesting significant divergence from its historical short-selling average [2].

Group 1 - Anta Sports (82020), Lenovo Group (80992), and Kuaishou (81024) have the highest short-selling ratios at 100.00%, 78.04%, and 71.83% respectively [1][2] - Alibaba (09988), Tencent Holdings (00700), and Xiaomi Group (01810) lead in short-selling amounts, with 2.968 billion, 1.700 billion, and 1.588 billion respectively [1][2] - China National Building Material (03323), Jiangsu Nanjing Highway (00177), and China Liansu (02128) have the highest deviation values at 33.68%, 31.58%, and 22.77% respectively [1][2] Group 2 - The top short-selling stocks by amount include Alibaba (09988) at 2.968 billion, Tencent Holdings (00700) at 1.700 billion, and Xiaomi Group (01810) at 1.588 billion [2] - The top short-selling ratios are led by Anta Sports (82020) at 100.00%, followed by Lenovo Group (80992) at 78.04%, and Kuaishou (81024) at 71.83% [2] - The highest deviation values are recorded for China National Building Material (03323) at 33.68%, Jiangsu Nanjing Highway (00177) at 31.58%, and China Liansu (02128) at 22.77% [2][3]

Core Insights - The real estate market in China shows signs of recovery as 13 out of 18 reported companies achieved month-on-month sales growth in December 2025, with notable performances from companies like China Overseas Land & Investment and China Resources Land [1][3][4] - Poly Developments maintained its leading position in annual sales for 2025, despite a year-on-year decline, with a total sales figure of 2530.3 billion yuan, outperforming China Overseas Land by 17.98 billion yuan [1][6] - The trend of increasing sales among major real estate firms is expected to stabilize market confidence and alleviate buyer concerns, contributing to a positive outlook for the industry [4][6] Sales Performance - In December 2025, China Resources Land led with sales of 410 billion yuan, followed by China Overseas Land at 398.32 billion yuan and China Merchants Shekou at 258.44 billion yuan [3] - The sales growth rates for December 2025 were significant, with Sunac China experiencing a 163.39% increase due to a low base in November, while other firms like China Overseas Land and China Resources Land also reported substantial growth rates of 79.14% and 78.26% respectively [4] Market Dynamics - The competitive landscape among top real estate firms has stabilized, with Poly Developments focusing heavily on the Guangzhou market, investing 648.24 billion yuan from 2023 to 2025, compared to 265.02 billion yuan in Beijing and 359.27 billion yuan in Shanghai [1][9] - The second-tier firms (500 billion to 1 trillion yuan) averaged sales of 646.4 billion yuan, while third-tier firms (300 billion to 500 billion yuan) averaged 381.3 billion yuan, indicating a diverse recovery across different company sizes [7] Strategic Adjustments - Major firms are adjusting their land acquisition strategies, with a focus on first and second-tier cities. For instance, China Overseas Land's sales in major cities accounted for 60.6% of its total sales, while Poly Developments has also shifted its focus towards Shanghai, increasing its land acquisition there significantly [8][9] - The overall trend indicates that while some firms are facing challenges, others are leveraging their strong market positions and operational capabilities to navigate the current landscape effectively [6][7]

Core Viewpoint - The competitive landscape among leading real estate companies is stabilizing, with Poly Developments maintaining its position as the industry leader in sales for 2025, achieving a sales figure of 2530.3 billion yuan, despite a year-on-year decline of 21.67% from 2024 [1][6]. Sales Performance - Among the 18 real estate companies that disclosed their December 2025 sales data, 13 companies reported month-on-month growth, with China Overseas Development and China Resources Land achieving significant sales figures of 398.32 billion yuan and 410 billion yuan, respectively [4][5]. - Poly Developments led the sales with 121.64 billion yuan in December, while China Overseas and China Resources followed closely with 398.32 billion yuan and 410 billion yuan [4][6]. Market Trends - The sales growth in December 2025 indicates a positive trend for the real estate market, with companies like Sunac China and China Resources Land showing remarkable month-on-month increases of 163.39% and 78.26%, respectively [5][6]. - The overall sales performance of major companies suggests a solid foundation for the real estate market's stability and growth expectations in 2026 [5]. Land Acquisition Strategies - Poly Developments has focused heavily on the Guangzhou market, with land acquisition payments reaching 648.24 billion yuan from 2023 to 2025, significantly higher than in Beijing and Shanghai [1][10]. - China Overseas Development has also concentrated its land acquisition efforts in first-tier cities, with 60.6% of its sales coming from major cities like Hong Kong and the four first-tier cities [9]. Company Resilience - Despite facing challenges, companies with over 100 billion yuan in sales, such as Poly Developments and China Overseas, have demonstrated strong operational resilience and effective governance, allowing them to navigate market fluctuations [6][7]. - The restructuring of debts for companies like Sunac China and Country Garden has shown progress, indicating a potential for recovery and stability in the sector [8].

智通財經APP訊，京基智農(000048.SZ)披露2025年12月生豬銷售情況，2025年12月，公司銷售生豬 20.16萬頭(其中仔豬1.49萬頭)，銷售收入2.99億元;商品豬銷售均價12.21元/kg。 2025年1-12月，公司累計銷售生豬231.29萬頭(其中仔豬32.42萬頭)，累計銷售收入37.63億元。 ...