Policy Execution Key to Stabilizing China's Property Market -- Market Talk

Dow Jones

2025/08/01

0904 GMT - Chinese homeowners seeking to upgrade their homes is reshaping the country's new-home market, creating opportunities for price appreciation, HSBC Global Research analysts write in a note. This trend is likely to result in faster margin recovery for quality state-owned enterprises from 2026 onwards. Upcoming earnings results are likely to provide positive guidance on improving margin profiles, they add. Moving forward, the property sector is likely to be less dependent on incremental stimulus and more reliant on effective policy execution, they say. The acceleration in policy implementation, including land buyback, inventory acquisition, home purchase vouchers and measures to boost urbanization, could play a critical role in stabilizing the property market, HSBC adds.(jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

August 01, 2025 05:04 ET (09:04 GMT)

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This trend is likely to result in faster margin recovery for quality state-owned enterprises from 2026 onwards. Upcoming earnings results are likely to provide positive guidance on improving margin profiles, they add. Moving forward, the property sector is likely to be less dependent on incremental stimulus and more reliant on effective policy execution, they say. The acceleration in policy implementation, including land buyback, inventory acquisition, home purchase vouchers and measures to boost urbanization, could play a critical role in stabilizing the property market, HSBC adds.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 01, 2025 05:04 ET (09:04 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Policy Execution Key to Stabilizing China's Property Market -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPolicy Execution Key to Stabilizing China's Property Market -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-08-01 17:04</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0904 GMT - Chinese homeowners seeking to upgrade their homes is reshaping the country's new-home market, creating opportunities for price appreciation, <a href=\"https://laohu8.com/S/HSBC\">HSBC</a> Global Research analysts write in a note. This trend is likely to result in faster margin recovery for quality state-owned enterprises from 2026 onwards. Upcoming earnings results are likely to provide positive guidance on improving margin profiles, they add. Moving forward, the property sector is likely to be less dependent on incremental stimulus and more reliant on effective policy execution, they say. The acceleration in policy implementation, including land buyback, inventory acquisition, home purchase vouchers and measures to boost urbanization, could play a critical role in stabilizing the property market, HSBC adds.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 01, 2025 05:04 ET (09:04 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0417516738.SGD","symbol_name":"Allianz Hong Kong Equity AT Acc SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2556950108","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2556950108","pubTimestamp":1754039040,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0904 GMT - Chinese homeowners seeking to upgrade their homes is reshaping the country's new-home market, creating opportunities for price appreciation, HSBC Global Research analysts write in a note. This trend is likely to result in faster margin recovery for quality state-owned enterprises from 2026 onwards. Upcoming earnings results are likely to provide positive guidance on improving margin profiles, they add. Moving forward, the property sector is likely to be less dependent on incremental stimulus and more reliant on effective policy execution, they say. 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This trend is likely to result in faster margin recovery for quality state-owned enterprises from 2026 onwards. Upcoming earnings results are likely to provide positive guidance on improving margin profiles, they add. Moving forward, the property sector is likely to be less dependent on incremental stimulus and more reliant on effective policy execution, they say. The acceleration in policy implementation, including land buyback, inventory acquisition, home purchase vouchers and measures to boost urbanization, could play a critical role in stabilizing the property market, HSBC adds.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 01, 2025 05:04 ET (09:04 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}