Group 1 - The overall performance of real estate stocks has declined, with R&F Properties (02777) down 9.09% to HKD 0.5, Jin Hui Holdings (09993) down 7.88% to HKD 1.52, and Sunac China (01918) down 6.4% to HKD 1.17 [1] - According to CRIC Research, the new housing market in 50 key cities remains sluggish due to the impact of the Spring Festival holiday in February 2026, while the cumulative transaction area of second-hand houses in 15 key cities increased slightly by 2% year-on-year to approximately 1,509 million square meters [1] - Central and local policies continue to release positive signals, with Shanghai's "Seven Policies" at the end of February indicating a favorable trend that could boost national market expectations [1] Group 2 - Guotai Junan Securities believes that the real estate market has entered a critical verification period for stabilization, with a general increase in the number of second-hand house listings in core cities after the Spring Festival holiday [1] - The extent and sustainability of the increase in second-hand house listings in core cities over the next two months will be key variables affecting future housing price trends [1]
内房股普遍下挫 富力地产跌超9% 金辉控股跌近8%