Group 1 - The core viewpoint indicates a significant decline in Hong Kong property stocks, with major companies like Country Garden and Shimao Group experiencing drops of 6% and 4.7% respectively [1] - National Bureau of Statistics data shows that from January to August, national real estate development investment reached 60,309 billion yuan, a year-on-year decrease of 12.9%, with residential investment at 46,382 billion yuan, down 11.9% [1] - The analysis suggests that the current real estate data reflects a comprehensive downturn, with both development investment and personal mortgage loans declining, indicating the market is still in a deep adjustment phase [1] Group 2 - The report highlights that the decline in developer investment reflects a severe lack of confidence in the industry, while the shrinkage in mortgage loans indicates continued weak demand for housing [1] - The negative cycle formed by the weakness on both supply and demand sides suggests that market recovery requires more substantial policy support and confidence restoration [1] - Specific stock performance shows that several major property companies, including Longfor Group and China Overseas Development, also faced declines of over 2% [2]
港股异动丨内房股普跌 首8月全国房地产开发投资同比降12.9% 个人按揭贷款降10.5%
Ge Long Hui·2025-09-15 03:48