Ge Long Hui·2025-09-09 02:43Core Viewpoint - The Hong Kong real estate stocks have surged significantly, driven by favorable policies aimed at stabilizing the real estate market, particularly in major cities like Beijing, Shanghai, and Shenzhen [1] Group 1: Stock Performance - Country Garden saw a remarkable increase, with its stock price rising over 31% at one point, closing with a gain of 25.49% [1] - Shimao Group increased by 23%, while Sunac China and Agile Group rose by over 8% [1] - Other notable gains include R&F Properties up 7.25%, and several companies like China Overseas Grand Oceans, China Jinmao, Longfor Group, and Vanke all increasing by over 5% [1] Group 2: Policy Changes - Recent policy adjustments in key cities have focused on relaxing purchase restrictions, particularly in Shenzhen, which announced new real estate policies effective September 6 [1] - The new Shenzhen policies allow non-residents to purchase up to two properties in multiple districts, eliminate audits in certain areas, and grant banks the autonomy to set mortgage rates [1] - Experts believe these measures will effectively stimulate housing demand and boost transaction volumes during the traditional peak sales season of "Golden September and Silver October" [1] Group 3: Market Implications - The relaxation of purchase restrictions aims to better meet the housing needs of residents and stimulate market activity by lowering entry barriers [1] - The adjustments are expected to inject momentum into the real estate market, promoting a stable and healthy development environment [1]