智通财经网·2026-01-15 01:58Core Viewpoint - The recent rise in Chinese real estate stocks is attributed to new policy guidance from regulatory authorities regarding financing coordination mechanisms, which allows certain projects on the "white list" to extend loans with original banks [1] Group 1: Stock Performance - Aoyuan Group (03383) increased by 4.84%, trading at HKD 0.325 [1] - R&F Properties (02777) rose by 3.92%, trading at HKD 0.53 [1] - Sunac China (01918) saw a 3.45% increase, trading at HKD 1.2 [1] - Vanke Enterprises (02202) grew by 2.98%, trading at HKD 3.46 [1] Group 2: Policy Developments - Regulatory authorities have issued new policy guidance for the real estate financing coordination mechanism, allowing eligible projects to extend loans with original banks [1] - The article published in "Qiushi" magazine emphasizes improving and stabilizing expectations in the real estate market [1] Group 3: Market Outlook - Guolian Minsheng Securities released a report indicating that the market anticipates continued implementation of real estate policies following positive signals from the Central Economic Work Conference at the end of 2025 and early 2026 [1] - This expectation may lead to a spring rally in the real estate sector [1]