---
title: "\"Big Banks\" JP Morgan: The \"Three Red Lines\" of Chinese Real Estate Fade Out as Non-New News"
description: "JP Morgan's report pointed out that mainland property stocks rose by 6% due to market speculation, possibly related to the fact that authorities no longer require developers to report the \"three red l"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/274243316.md"
published_at: "2026-01-30T03:01:37.000Z"
---

# "Big Banks" JP Morgan: The "Three Red Lines" of Chinese Real Estate Fade Out as Non-New News

> JP Morgan's report pointed out that mainland property stocks rose by 6% due to market speculation, possibly related to the fact that authorities no longer require developers to report the "three red lines" monthly. However, the bank believes this news is not new, as authorities have not enforced this reporting for many years. JP Morgan reiterated that the mainland property sector may continue to outperform the market ahead of the March Two Sessions and the April Politburo meeting, preferring CHINA RES LAND, CHINA RES MIXC, and CHINA JINMAO, and believes that LONGFOR GROUP offers the best risk-reward ratio

JP Morgan published a report stating that Chinese property stocks rose 6% yesterday morning (as of 12 PM on January 29), possibly driven by market speculation, with reports indicating that mainland authorities will no longer require real estate developers to report on the "three red lines" situation monthly.

However, JP Morgan believes that if the rise is purely a reaction to this news, the increase may not be this significant, as authorities have not enforced the requirement for developers to submit this report monthly for several years, indicating that it is not new information. Nevertheless, the bank does not rule out the possibility that this surge is driven by other market speculative behaviors.

Regarding the overall sector, the bank reiterated that the Chinese property sector may continue to outperform the market ahead of the two sessions in March and the Politburo meeting in April. The bank prefers CHINA RES LAND (01109.HK), CHINA RES MIXC (01209.HK), and CHINA JINMAO (00817.HK), but believes that in a policy-driven market, LONGFOR GROUP (00960.HK) offers the best risk-reward ratio

### Related Stocks

- [00817.HK - CHINA JINMAO](https://longbridge.com/en/quote/00817.HK.md)
- [01209.HK - CHINA RES MIXC](https://longbridge.com/en/quote/01209.HK.md)
- [01109.HK - CHINA RES LAND](https://longbridge.com/en/quote/01109.HK.md)
- [00960.HK - LONGFOR GROUP](https://longbridge.com/en/quote/00960.HK.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.