Policy Hopes, Stock Market Gains Could Spur China's Property Sales -- Market Talk

Dow Jones

08/26

0241 GMT - Policy hopes and a stock market rally could spur China's property sales, HSBC analysts say in a research note. Quality developers with exposure to top-tier cities should benefit after recent measures to ease policy in Beijing and Shanghai, they say. As the residential market stabilizes in 2H, prices for new high-quality apartments in tier-1 and -2 cities could return to modest growth in the next 12 months, they say. Meanwhile, China's recent stock rally, with the Shanghai benchmark reaching a 10-year high, could create a "feel good" factor and provide a boost to the residential market, they say. However, HSBC cautions that risks are higher now as "the rally feels disconnected from reality." HSBC prefers China Resources Land and C&D International Investment Group, as they have seen their fundamentals improve. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

August 25, 2025 22:41 ET (02:41 GMT)

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Quality developers with exposure to top-tier cities should benefit after recent measures to ease policy in Beijing and Shanghai, they say. As the residential market stabilizes in 2H, prices for new high-quality apartments in tier-1 and -2 cities could return to modest growth in the next 12 months, they say. Meanwhile, China's recent stock rally, with the Shanghai benchmark reaching a 10-year high, could create a \"feel good\" factor and provide a boost to the residential market, they say. However, HSBC cautions that risks are higher now as \"the rally feels disconnected from reality.\" HSBC prefers China Resources Land and C&amp;D International Investment Group, as they have seen their fundamentals improve. 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Quality developers with exposure to top-tier cities should benefit after recent measures to ease policy in Beijing and Shanghai, they say. As the residential market stabilizes in 2H, prices for new high-quality apartments in tier-1 and -2 cities could return to modest growth in the next 12 months, they say. Meanwhile, China's recent stock rally, with the Shanghai benchmark reaching a 10-year high, could create a \"feel good\" factor and provide a boost to the residential market, they say. However, HSBC cautions that risks are higher now as \"the rally feels disconnected from reality.\" HSBC prefers China Resources Land and C&amp;D International Investment Group, as they have seen their fundamentals improve. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 25, 2025 22:41 ET (02:41 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":"CFA.SI","symbol_name":"NikkoAM-STC Asia REIT","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2562220872","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2562220872","pubTimestamp":1756176060,"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":"0241 GMT - Policy hopes and a stock market rally could spur China's property sales, HSBC analysts say in a research note. Quality developers with exposure to top-tier cities should benefit after recent measures to ease policy in Beijing and Shanghai, they say. As the residential market stabilizes in 2H, prices for new high-quality apartments in tier-1 and -2 cities could return to modest growth in the next 12 months, they say. Meanwhile, China's recent stock rally, with the Shanghai benchmark reaching a 10-year high, could create a \"feel good\" factor and provide a boost to the residential market, they say. However, HSBC cautions that risks are higher now as \"the rally feels disconnected from reality.\" HSBC prefers China Resources Land and C&D International Investment Group, as they have seen their fundamentals improve. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"CFA.SI":"NikkoAM-STC Asia REIT","01109":"华润置地","01908":"建发国际集团"},"translate_title":"政策希望、股市上涨可能刺激中国房地产销售——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01109":0.9,"01908":0.9,"CFA.SI":1},"content_text":"0241 GMT - Policy hopes and a stock market rally could spur China's property sales, HSBC analysts say in a research note. Quality developers with exposure to top-tier cities should benefit after recent measures to ease policy in Beijing and Shanghai, they say. As the residential market stabilizes in 2H, prices for new high-quality apartments in tier-1 and -2 cities could return to modest growth in the next 12 months, they say. Meanwhile, China's recent stock rally, with the Shanghai benchmark reaching a 10-year high, could create a \"feel good\" factor and provide a boost to the residential market, they say. However, HSBC cautions that risks are higher now as \"the rally feels disconnected from reality.\" HSBC prefers China Resources Land and C&D International Investment Group, as they have seen their fundamentals improve. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 25, 2025 22:41 ET (02:41 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":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}