Group 1 - The chairman of Meilun Group, Huang Jianye, stated that the Hong Kong residential property market has maintained a high level of transactions this year, with property prices recovering from the bottom and expected to rise by approximately 3% to 5% [1] - The overall residential property transaction volume is projected to increase by about 13% year-on-year, reaching a four-year high [1] - Three new trends in the housing market were identified in the first half of the year: lower-priced properties leading the market, an overall situation of "increased volume but decreased value," and a resurgence in local buyers' purchasing power [1] Group 2 - Local individual buyers accounted for approximately 66.8% of the registered volume of primary private residential properties in the first seven months of this year, marking a recovery since 2022 and surpassing the 50% level [1] - The forecast for secondary residential transactions has been raised to 45,000 units, representing a year-on-year increase of over 9%, also a four-year high [1] - The expected transaction volume for primary residential properties is about 19,000 units, with a year-on-year increase of over 22%, the highest since the new regulations for primary residential properties took effect in April 2013 [1] Group 3 - The total residential property transactions for the year are expected to reach 64,000 units, with a transaction value of approximately 475 billion HKD, reflecting a year-on-year increase of about 5% [2] - The overall property transaction volume is projected to reach 76,000 units, with a transaction value of 570 billion HKD, also showing a year-on-year increase of about 6% [2] - Factors supporting the optimistic outlook for the property market include the government's withdrawal of cooling measures, relaxed mortgage policies, and reduced stamp duty for properties valued at 4 million HKD or below [2] Group 4 - Despite the positive trends, potential negative factors such as rising unemployment and short-term housing supply pressures may limit significant price increases [2] - The chairman emphasized that the main driver for the property market's rise is economic development, and local retail, dining, and tourism sectors still face challenges that require policy and tax support [2] - Meilun Group reported a revenue of 2.518 billion HKD for the six months ending June 30, 2025, a year-on-year decrease of 24.1%, with a net profit of 151 million HKD, down 13% [2]
美联集团(01200)：预计今年香港楼价回升3%至5% 上调二手住宅成交量预测至4.5万宗