Group 1 - The Hong Kong stock market saw a collective rise in property stocks, with Sunac China increasing by over 6%, Longfor Group and China Resources Land rising by over 5%, and Yuexiu Property increasing by over 4% [1] - Other notable increases include New City Development, China Overseas Development, Vanke, Greentown China, CIFI Holdings, and China Jinmao, all rising by over 3% [1] - The rise in property stocks is attributed to the substantial launch of a project in Shanghai aimed at acquiring second-hand housing for affordable rental housing, targeting new citizens, young people, university graduates, and various talent groups [1] Group 2 - Specific stock performance includes: - Sunac China (01918) up 6.14% to 1.210 with a market cap of 19.593 billion, down 7.63% year-to-date - Longfor Group (03380) up 5.93% to 1.430 with a market cap of 8.13 billion, down 20.11% year-to-date - China Resources Land (01109) up 5.21% to 31.880 with a market cap of 227.334 billion, up 17.21% year-to-date - Yuexiu Property (00123) up 4.68% to 4.700 with a market cap of 18.919 billion, up 18.69% year-to-date [2] - Other companies with notable performance include New City Development (up 3.92%), China Overseas Development (up 3.79%), and Vanke (up 3.37%) [2]

Group 1 - The Hong Kong stock market saw a collective rise in property stocks on February 4, with notable increases including Sunac China up over 6%, Longfor Group and China Resources Land up over 5%, and Yuexiu Property up over 4% [1] - The Shanghai government has initiated a program to acquire second-hand housing for the purpose of providing affordable rental housing, targeting new citizens, young people, university graduates, and various talent groups [1] - The signing event for this initiative included cooperation agreements between the Shanghai branch of China Construction Bank and public rental housing companies in three districts, providing financial support for the acquisition work [1] Group 2 - Sunac China (01918) increased by 6.14% to a price of 1.210 with a total market value of 195.93 billion, showing a year-to-date decline of 7.63% [2] - Longfor Group (03380) rose by 5.93% to 1.430 with a market cap of 81.3 billion, reflecting a year-to-date drop of 20.11% [2] - China Resources Land (01109) saw a 5.21% increase to 31.880, with a market value of 2273.34 billion and a year-to-date gain of 17.21% [2] - Yuexiu Property (00123) increased by 4.68% to 4.700, with a market cap of 189.19 billion and a year-to-date rise of 18.69% [2] - New City Development (01030) rose by 3.92% to 2.650, with a market value of 187.24 billion and a year-to-date increase of 29.27% [2] - China Overseas Development (00688) increased by 3.79% to 14.520, with a market cap of 1589.2 billion and a year-to-date rise of 18.53% [2] - Vanke Enterprise (02202) saw a 3.37% increase to 3.680, with a market value of 439.05 billion and a year-to-date gain of 12.20% [2] - Greentown China (03900) rose by 3.27% to 11.370, with a market cap of 288.75 billion and a year-to-date increase of 34.24% [2] - CIFI Holdings (00884) increased by 3.19% to 0.097, with a market value of 16.61 billion and a year-to-date decline of 39.75% [2] - China Jinmao (00817) rose by 3.55% to 1.750, with a market cap of 236.47 billion and a year-to-date increase of 44.63% [2]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 世茂集團控股有限公司（於開曼群島註冊成立之有限公司） 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00813 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 25,000,000,000 | HKD | | 0.1 HKD | | 2,500,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 25,000,000,000 | HKD | | 0.1 HKD | | 2,500,000,000 | ...

人民财讯1月29日电，港股收盘，恒生指数涨0.51%，恒生科技指数跌1%。内房股大涨，融创中国涨超 29%，世茂集团涨超23%，碧桂园涨超16%，万科企业涨超8%。半导体板块下跌，华虹半导体跌超 5%，中芯国际跌超2%。 转自：证券时报 ...

截至发稿，融创中国(01918.HK)、龙光集团(03380.HK)、世茂集团(00813.HK)均涨超20%，此外，碧桂园(02007.HK)等一批房企股价涨幅也均达两位数。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅, | | | --- | --- | --- | --- | --- | --- | | 01918 | 融创中国 | 1.310 | +0.280 | +27.18% | 212.13亿 | | 03380 | 龙光集团 | 1.640 | +0.300 | +22.39% | 93.241亿 | | 00813 | 世茂集团 | 0.250 | +0.043 | +20.77% | 22.932亿 | | 00884 | 旭辉控股集团 | 0.101 | +0.017 | +20.24% | 16.89亿 | | 02007 | 碧桂园 | 0.325 | +0.050 | +18.18% | 125.25亿 | | 03301 | 融信中国 | 0.152 | +0.023 | +17.83% | 2.5588亿 | | 03383 | 雅居乐集团 | 0.305 | +0 ...

Market Overview - As of January 29, A-share major indices showed mixed performance, with the Shanghai Composite Index down 0.1% and the Shenzhen Component Index up 0.01% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 20,349 billion yuan, an increase of 1,042 billion yuan compared to the previous day [2] - Over 2,400 stocks in the market experienced gains [2] Gold Market - International gold prices reached new highs, with spot gold surpassing $5,500 per ounce, peaking at $5,598.75 per ounce, marking a year-to-date increase of over 28% [10][11] - Gold stocks surged, with China Gold achieving five consecutive trading limits [9][12] - Despite the surge, China Gold warned investors about potential risks, stating that its main business remains unchanged and projecting a net profit decrease of 55% to 65% for 2025 [12] AI Application Sector - AI application stocks saw a significant rally, with Keda Xunfei (科大讯飞) hitting the daily limit up after a positive earnings forecast [5][6] - Keda Xunfei expects a net profit of 785 million to 950 million yuan for 2025, representing a growth of 40% to 70% year-on-year [8] - The company reported over a 20% increase in R&D investment, emphasizing its commitment to core technology autonomy [8] - Analysts from CITIC Securities expressed optimism about the AI application and computing power sectors, anticipating a surge in AI-native applications and the need for increased computing power [8] Real Estate Sector - The real estate sector experienced a rebound, with stocks like I Love My Home and Shenzhen Deep Housing hitting daily limits [14] - Shenzhen Deep Housing projected a net profit of 80.8 million to 121 million yuan for 2025, marking a turnaround from a loss of 177 million yuan the previous year [14] - Hong Kong-listed property stocks also saw significant gains, with notable increases in companies like Contemporary Land and China Aoyuan [14][16] - The restructuring of debts among leading real estate companies is progressing, with Vanke successfully extending three domestic bonds and other companies like Country Garden and Sunac China entering execution phases for debt restructuring [17] - Experts suggest that a new financing model for real estate is emerging, focusing on cash flow safety and operational efficiency [18]

每经AI快讯，1月29日，港股地产股大涨，融创中国涨超30%，中国奥园涨26%、世茂集团、碧桂园、 佳兆业集团均涨超20%，正荣地产、旭辉控股集团、富力地产涨超15%。 ...

Group 1 - Hong Kong's property stocks saw gains in the afternoon session, with notable increases in several companies [1] - Agile Group (03383.HK) rose by 8%, trading at HKD 0.27 [1] - Shimao Group (00813.HK) increased by 6.7%, reaching HKD 0.207 [1] - China Overseas Macro Group (00081.HK) experienced a rise of 5.53%, priced at HKD 2.29 [1] - R&F Properties (02777.HK) saw a gain of 4.08%, trading at HKD 0.51 [1]

Group 1 - The core viewpoint of the articles indicates a rising interest in the real estate sector, with several property stocks experiencing significant gains in the afternoon trading session [1] - A report from Ping An Securities highlights that the market's previous low expectations for sales in early 2026 have shifted, as the Iceberg Index shows a substantial month-on-month increase in second-hand home transactions in key cities, indicating a resilient market despite the off-peak season [1] - Poly Developments released an earnings forecast this week, alleviating some performance pressure on the sector, while traditional real estate has underperformed the market, suggesting limited downside potential [1] Group 2 - Guosen Securities notes a significant decline in the real estate fundamentals by Q4 2025, but there has been a stabilization in property prices and gradual improvement in fundamentals since late 2025, with policy expectations also rising [2] - The probability of property prices stopping their decline has increased from "impossible" to "possible," and if there is no repeat of the "price for volume" strategy after the Spring Festival, the likelihood of price stabilization could rise to "very likely" [2] - The adjustment in real estate stocks by December 2025 has been substantial, leading to a more optimistic outlook for the sector [2]

Group 1 - The Fuzhou Sanjiang Ideal City project, a housing project, experienced tilting and settlement issues shortly after completion, leading to severe penalties for 11 responsible individuals in July 2025 [2][11] - The Yun Jin Mansion (Phase I and II), part of the Sanjiang Ideal City, has received approval for domestic investment project filing, indicating progress in the redevelopment efforts [2][3] - The project was developed by a consortium including Poly Developments, Country Garden, and Shimao Group, and initially sold out within 2 hours due to its attractive pricing [2][5] Group 2 - Homeowners discovered significant structural issues, including cracked load-bearing beams and subsiding foundations, leading to the classification of multiple buildings as D-grade hazardous [2][5][7] - As of November 2022, 421 units had signed refund agreements, with a total refund amounting to 5.56 billion yuan [8] - The project faced legal scrutiny, with the court finding that the construction team had violated safety regulations, resulting in a major safety incident [11][12] Group 3 - The project was initially acquired in January 2018 at a floor price of 8,760 yuan per square meter, with a total of 2,026 residential units planned [4] - The construction was marred by violations, including the use of unqualified subcontractors and inadequate supervision, leading to severe consequences [11][12] - The local government has initiated the demolition and reconstruction of the affected buildings, with plans to start the rebuilding process for the resettlement housing [10][12]