港股异动 | 内房股涨幅居前《求是》刊文稳定预期 机构预计政策力度及可持续性将持续加强
智通财经网·2026-01-05 02:14

Core Viewpoint - The article highlights the positive performance of Chinese real estate stocks following a publication in "Qiushi" magazine, which emphasizes the importance of stabilizing the real estate market and maintaining strong policy support to manage market expectations [1] Group 1: Stock Performance - Beike-W (02423) increased by 5.67%, reaching HKD 44.34 [1] - Greentown China (03900) rose by 4.89%, reaching HKD 8.79 [1] - Shimao Group (00813) saw a rise of 4.71%, reaching HKD 0.2 [1] - R&F Properties (02777) increased by 3.85%, reaching HKD 0.54 [1] Group 2: Policy Insights - The article discusses a publication in "Qiushi" magazine that stresses the critical role of real estate in national economic development and the need for proactive measures to shorten adjustment periods and stabilize market fluctuations [1] - It is emphasized that policy measures should be robust and meet market expectations, avoiding piecemeal approaches that could lead to a standoff between the market and policy [1] Group 3: Analyst Commentary - Everbright Securities notes that the article aims to stabilize expectations, with hopes for increased policy support by 2026 [1] - GF Securities released a report indicating that the recent economic work conference's weak stance on stabilizing real estate is significant for strengthening expectations around asset price stability, suggesting that policy strength and sustainability will continue to improve [1]

港股异动 | 内房股涨幅居前《求是》刊文稳定预期 机构预计政策力度及可持续性将持续加强 - Reportify