摩根大通：中国房地产市场_来自上海、深圳和广州的反馈

Asia Pacific Equity Research 11 July 2025 Mainland China/HK Property Marketing feedback from Shanghai, Shenzhen & Guangzhou We recently spoke with investors based in Shanghai, Shenzhen & Guangzhou. Overall, we saw strong interest in HK Property given the recent outperformance, and onshore investors are most interested in names with >5% yield, dividend certainty & improving fundamentals. Swire Prop was predominantly the most enquired about name, followed by Henderson > Hang Lung > Link REIT. On Mainland Chin ...