智通财经网·2026-01-12 09:03Group 1 - The core viewpoint of the article indicates that the sales performance of major property developers in mainland China showed significant improvement in December, with a total sales amount of 340.9 billion RMB, a 39.5% increase from November's 244.4 billion RMB [1] - The report highlights that the sales of 20 major listed developers tracked by the company increased by 48.2% month-on-month in December, primarily driven by strong performances from leading state-owned enterprises [1] - Among the top 10 developers by sales in December, 9 were state-owned enterprises, with Poly Developments (600048.SH) ranking first [1] Group 2 - The company expects that demand in the secondary housing market will continue to improve and outperform the primary market, while the new housing market is anticipated to remain stable [1] - The report suggests that buyers will continue to prefer projects from state-owned enterprises, indicating a positive outlook for companies like China Resources Land (01109) and Yuexiu Property (00123), which have demonstrated strong sales performance and execution capabilities in recent years [1] - Both China Resources Land and Yuexiu Property are given a "buy" rating due to their favorable sales track record [1]