---
title: "HSBC Research: The easing of measures in Shanghai's real estate market will help boost market confidence, preferring RunDi, C&D International Group, and Seazen"
description: "HSBC's research report points out that Shanghai's relaxation of home purchase restrictions and increased support for housing provident funds will help boost market confidence and is expected to drive "
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/276976603.md"
published_at: "2026-02-26T02:54:24.000Z"
---

# HSBC Research: The easing of measures in Shanghai's real estate market will help boost market confidence, preferring RunDi, C&D International Group, and Seazen

> HSBC's research report points out that Shanghai's relaxation of home purchase restrictions and increased support for housing provident funds will help boost market confidence and is expected to drive the real estate market towards stabilization. The bank prefers China Resources Land, C&D International Group, and Seazen, all of which are given a "Buy" rating, with target prices of 39 yuan, 20.1 yuan, and 2.4 yuan, respectively. At the same time, China Overseas Land & Investment is also worth attention, given a "Hold" rating with a target price of 14.7 yuan

HSBC Research published a report stating that Shanghai has recently further relaxed housing purchase restrictions and increased housing provident fund support. The timing of the policy rollout is timely and will align with the upcoming sales peak season, which is expected to enhance market confidence in the stabilization of housing prices and may drive the sector to maintain its strength.

The bank continues to favor China Resources Land (01109.HK), C&D International (01908.HK), and Seazen (01030.HK), all rated "Buy," with target prices of HKD 39, HKD 20.1, and HKD 2.4, respectively. HSBC Research also believes that China Overseas Land & Investment (00688.HK) is worth attention, giving it a "Hold" rating, optimistic about its land reserves being highly concentrated in first-tier cities, which could benefit from the recovery of the property market, with a target price of HKD 14.7

### Related Stocks

- [515060.CN - ChinaAMC CSI All Share Real Estate ETF](https://longbridge.com/en/quote/515060.CN.md)
- [159707.CN - Hwabao WP CSI 800 Real Estate ETF](https://longbridge.com/en/quote/159707.CN.md)
- [159768.CN - Yinhua CSI Interior Real Estate Theme ETF](https://longbridge.com/en/quote/159768.CN.md)
- [159940.CN - GF CSI All Share Financials ETF](https://longbridge.com/en/quote/159940.CN.md)
- [601155.CN - Seazen](https://longbridge.com/en/quote/601155.CN.md)
- [01908.HK - C&D INTL GROUP](https://longbridge.com/en/quote/01908.HK.md)
- [512200.CN - China Southern CSI All Share Real Estate ETF](https://longbridge.com/en/quote/512200.CN.md)
- [01030.HK - SEAZEN](https://longbridge.com/en/quote/01030.HK.md)
- [01109.HK - CHINA RES LAND](https://longbridge.com/en/quote/01109.HK.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 新城發展的子公司發起了針對 2026 年到期高級票據的現金收購要約 | 新城發展有限公司宣佈，其子公司新地全球有限公司正在進行現金要約，購買其未償還的 4.5% 擔保高級票據，到期日為 2026 年 5 月。此公告是香港的一項監管披露，確保遵守當地上市規則。公司澄清，此要約不構成公開發行或投資招攬。最新的分析師 | [Link](https://longbridge.com/en/news/276963918.md) |
| 新城控股的子公司發起了對 2027 年到期的高級票據的現金要約收購 | 新城控股有限公司宣佈其子公司新地全球有限公司正在發起現金要約，收購其 2027 年 9 月到期的 11.88% 擔保高級票據。此公告在香港發佈，旨在通知投資者，並強調遵守跨境證券法規。這些票據未在美國註冊，除非符合豁免條件，否則無法在美國出 | [Link](https://longbridge.com/en/news/276965053.md) |
| 新地中期基礎溢利升 17% 股息增 3% 郭炳聯：樓市逐步復甦 香港已踏入高質量發展新階段 | 新鴻基地產（016）中期基礎溢利 122.13 億元，按年上升 16.7%；中期息每股派 0.98 元，增加 3.2%。郭炳聯表示，受益於按揭利率下調、住宅租金上升等因素，香港樓市逐步復甦，經濟前景樂觀。新地計劃在未來 10 個月推售多個住 | [Link](https://longbridge.com/en/news/277014005.md) |
| 在春節期間，一些中國城市的房地產市場出現升温 | 在春節假期期間，多箇中國城市的房地產市場活動激增，這得益於政府措施和開發商的激勵。在上海，新房銷售同比增長了 193%。深圳的新房看房量增長超過 45%，二手房看房量增長了 60%。不同城市的需求差異明顯，一些地區的預訂量有所下降，而勞動力 | [Link](https://longbridge.com/en/news/276844734.md) |
| 美國抵押貸款利率降至自 2022 年以來的最低水平，推動了再融資活動 | 美國抵押貸款利率已降至 2022 年以來的最低水平，30 年期抵押貸款利率為 6.09%，五年期可調抵押貸款利率為 5.23%。這一下降促使再融資活動增加了 4%，達到了五個月以來的第二高水平。然而，購房申請下降了 4.7%，儘管利率降低， | [Link](https://longbridge.com/en/news/276896967.md) |

---

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