Group 1 - Hong Kong property stocks saw significant gains in the afternoon, with Sunac China (01918.HK) rising over 10% [1] - Longfor Group (03380.HK) increased by more than 7% [1] - Vanke Enterprises (02202.HK) and Yuexiu Property (00123.HK) both rose over 6% [1] Group 2 - Other stocks such as China Resources Land (01109.HK), Agile Group (03383.HK), and Country Garden (02007.HK) also experienced upward movement [1]

来源：新浪港股 内房股午后普遍上涨，截至发稿，龙光集团（03380）上涨6.67%，报1.44港元；华润置地（01109）上 涨5.41%，报31.94港元；越秀地产（00123）上涨4.90%，报4.71港元；中国海外宏洋集团（00081）上 涨3.60%，报2.59港元；中国海外发展（00688）上涨4.72%，报14.65港元。 ...

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]

Group 1 - The core viewpoint of the article highlights a significant rise in Hong Kong property stocks, with Longfor Group (03380.HK) increasing by over 20% and Sunac China (01918.HK) rising by over 10% [1] - Other property stocks such as Country Garden (02007.HK), Yuexiu Property (00123.HK), China Resources Land (01109.HK), Agile Group (03383.HK), R&F Properties (02777.HK), and Vanke (02202.HK) also experienced upward movement [1]

本文源自：金融界AI电报 港股内房股持续走高，龙光集团(03380.HK)涨超20%，融创中国(01918.HK)涨超10%，碧桂园 (02007.HK)、越秀地产(00123.HK)、华润置地(01109.HK)、雅居乐集团(03383.HK)、富力地产 (02777.HK)、万科企业(02202.HK)等个股跟涨。 ...

智通财经APP获悉，内房股早盘普涨，截至发稿，越秀地产(00123)涨4.01%，报4.67港元；中国海外宏 洋集团(00081)涨4%，报2.6港元；华润置地(01109)涨3.89%，报31.48港元；中国海外发展(00688)涨 3.5%，报14.48港元；龙光集团(03380)涨2.96%，报1.39港元。 另据报道，在刚过去的1月份，北京二手房网签量超过1.5万套，已连续三个月稳定在1.4万套以上；上海 二手房连续三个月成交超2.2万套；深圳二手房共计录得6802套，创近10个月新高；广州二手住宅网签 8881套，市场韧性同样较强。业内专家认为，房地产市场的"小阳春"行情正提前显现，二手房市场率先 回暖，核心韧性凸显，春节后挂牌量的变化，将成为观察供需关系的关键窗口。 消息面上，2月2日，中国建设银行支持上海市第一批收购二手住房用于保障性租赁住房项目签约活动举 办，以浦东新区、静安区、徐汇区为试点区，主要聚焦于业主有本区新房置换意愿的、房龄偏大的小户 型二手房源。中金认为，上海二手房挂牌量自2025年3季度已开始下降，带动其挂牌去化周期持续下 行；本次存量住房收储面向供给压力最为直接的二手房供给，也 ...

Core Insights - The report discusses the implementation of the "Tax Law Principle" and its implications for service industries such as internet and finance, indicating that current tax arrangements are unlikely to change significantly in the short term [2][3][12] - The real estate sector is experiencing a favorable shift in financing policies, with REITs and private placements opening new equity financing channels to alleviate financial pressures on real estate companies [3][13] Tax Law Implementation - The State Council approved the "Implementation Regulations of the Value-Added Tax Law of the People's Republic of China" on December 19, 2025, and subsequent announcements have clarified tax details, suggesting stability in tax arrangements for service industries [2][3][12] - The definition of "basic services" in telecommunications is evolving, with mobile data and internet broadband still classified as "value-added services" subject to a 6% VAT rate, while traditional voice services are recognized as "basic services" with a 9% VAT rate [2][3][12] Real Estate Sector Analysis - The financing environment for the real estate industry is improving, with a shift from debt financing to equity financing, including the introduction of REITs and private placements [3][13] - Recent regulatory changes, such as the gradual retreat from the "three red lines" policy, indicate a more supportive financing environment for real estate companies [13] - The report maintains a "positive" rating for the real estate sector, highlighting the potential for recovery in the industry as financing policies become more favorable [3][13] Investment Recommendations - The report recommends several quality real estate companies for investment, including China Jinmao, Poly Developments, and China Resources Land, among others, due to their potential for recovery and attractive valuations [13] - The report emphasizes the importance of monitoring the evolving financing landscape and the impact of government policies on the real estate market [3][13]

中国青年报客户端讯（中青报·中青网记者 任明超）2月1日晚，华润置地润比邻2026全国业主春晚在海 南岛万宁石梅湾石梅湖公园举办。 华润置地依托石梅湾国家级旅游度假区的自然与文旅资源，将社区空间与公共生态有机融合，让春晚舞 台成为业主共享的"城市会客厅"。晚会现场联动酒店等资源打造特色市集，为业主提供专属优惠与特色 商品，让"一站式"购置优质年货成为现实。 据介绍，本次春晚共计151名业主演员，年龄横跨4至78岁，排演了20余个节目，业主从观众变为主角。 本次春晚通过"线下欢聚+线上直播"，呈现出海南自贸港封关后的最新生活场景。华润置地未来还将通 过更多有温度、有品质的民生活动，让业主共享自贸港发展成果。 来源：中国青年报客户端 ...

长沙晚报掌上长沙2月3日讯（全媒体记者 孙占锋 通讯员 周瑶 吴雪琳）"快来看，这是我们小区邻居演的节目，一 点不比专业的差！"这几天，家住长沙华润橡树湾小区的刘娭毑每每碰到熟人，都会拿出手机视频"炫耀"一番。原 来，在1月下旬的社区"春晚"上，她和邻居们一起登台表演的事让她念念不忘。岁末年初，长沙华润置地、金茂长 沙、美的置业等多个开发商社群相继组织了多场社区"春晚"业主联欢，千余名长沙居民从街坊邻居变身舞台"民 星"，自编自导自演歌舞、曲艺、情景剧等各色节目，让钢筋水泥间的邻里情在欢声笑语中不断升温，也让新春的 年味在坊间更浓了几分。 "那天刚下台，就被邻居们围着合影，自己跟个小明星似的。"前不久，长沙瑞府业主周女士在华润置地润比邻 2026全国业主联欢盛典长沙站表演了独唱《如愿》。现在回想起当天的盛况，她依然脸上满是笑意。周女士笑着 说。 舞台之上，平均年龄60岁的凤凰城银发爱乐团32位老人，用熟练的乐器演奏奏响开场曲，赢得满堂彩；凯旋门业 主带来的小丑情景剧，幽默的表演让大人小孩笑作一团；小朋友们身着八路军军装演绎的红色主题街舞，朝气蓬 勃又饱含情怀。 这次业主"春晚"的组织方，华润置地"润比邻"社群 ...