Group 1 - The Hong Kong real estate stocks experienced a significant increase at the beginning of trading, with Jin Hui Holdings rising over 7%, Vanke Enterprises up over 4%, and Country Garden, Sunac China, R&F Properties, Yajule Group, and Longfor Group all increasing by over 3% [1][5]. Group 2 - Shenwan Hongyuan believes that the fundamentals of China's real estate sector have undergone a deep adjustment. The recent central government directive to "focus on stabilizing the real estate market" and the early-year media emphasis on the financial attributes of real estate, household balance sheets, and the suggestion for one-time policy support indicate a positive shift in the sector's stance, with expectations for favorable future policies [3][7]. - The current allocation in the sector has reached a historical low, and some quality companies have PB valuations or absolute market values at historical lows, making them attractive [3][7].
港股内房股盘初全线走高 机构称优质企业市值已处于历史低位
Xin Lang Cai Jing·2026-01-15 01:53