Group 1 - The Hong Kong government is exploring the relaxation of restrictions on mainland talent's fund allocation for purchasing properties in Hong Kong, as announced by Financial Secretary Paul Chan [1] - The proposal from the Democratic Alliance for the Betterment and Progress of Hong Kong (DAB) suggests implementing a home purchase fund similar to the existing cross-border financial connectivity initiatives [1] - If these measures are implemented, they could positively impact the Hong Kong real estate sector by increasing demand from mainland buyers, potentially alleviating pressure on property prices and inventory levels [1] Group 2 - UBS indicates that while the home purchase fund policy is still under discussion and unlikely to be launched soon, there is a higher probability of a pilot program being initiated within the Greater Bay Area [1] - Any updates to policies may release suppressed local demand that has been affected by U.S. interest rate hikes [1] - The firm maintains a positive outlook on certain Hong Kong developers, including Henderson Land Development, Sino Land, New World Development, and Kerry Properties [1]
大行评级｜瑞银：如购房资金通落实或对香港房地产行业带来积极影响
Ge Long Hui·2025-08-04 10:35