ChinaAMC CSI All Share Real Estate ETF

Vanke to release FY2026 Q1 earnings on April 29 After-Market (BJT), forecast revenue CNY 33.3 B, EPS CNY -0.17

Vanke Obtains Creditor Approval to Extend Payment Term of 2 Billion Yuan Bond

Multiple Cities Release New Real Estate Policies to Optimize Purchase and Loan Restrictions

Vanke A to repay 23 Vanke MTN001 on maturity

Wanke's adjustment proposal for medium-term note interest and principal repayment arrangements passed

PDH to Release FY2026 Q1 Earnings on April 28 After-Market (BJT), Forecast Revenue CNY 42.73 B, EPS CNY -0.01

Binjiang Group FY2026 Q1 Earnings Release on April 28 During-Market BJT

Hainan Airport Infrastructure FY2026 Q1 Earnings Release on April 28 During-Market BJT

ZJHTC FY2026 Q1 Earnings Release Scheduled for April 25 After-Market BJT

PDH released FY2025 Annual Earnings on April 17 (BJT), actual revenue CNY 308.14 B (forecast CNY 284.41 B), actual EPS CNY 0.09 (forecast CNY 0.2665)

PDH released FY2025 Q4 earnings on April 17 (BJT), actual revenue CNY 134.42 B (forecast CNY 107.54 B), actual EPS CNY -0.0909 (forecast CNY 0.0796)

Vanke Enterprises to hold a meeting of holders for the 23 Vanke MTN002 bond

Wk Property Bondholders Urge Vancity to Improve Certainty of Extension Plan

Binjiang Group to Release FY2025 Annual Earnings on April 24 After-Market (BJT), Forecast Revenue CNY 73.41 B, EPS CNY 0.9274

Vanke Negotiates Sale of Health and Wellness Projects to New China Life Insurance

Hainan Airport Infrastructure to Release FY2025 Earnings on April 22 After-Market (BJT), Forecast Revenue CNY 5.756 B, EPS CNY 0.1

Vanke to repay 40% of the principal with the remaining 60% deferred for one year

Shanghai Second-hand Housing Daily Transaction Volume Hits Five-year High

PDH to Release FY2025 Annual Earnings on April 18, 2026 (BJT), Forecast Revenue CNY 284.41 B, EPS CNY 0.2665

XDJD released FY2025 earnings on April 9 Pre-Market (BJT), actual revenue CNY 1.852 B (forecast CNY 931.24 M), actual EPS CNY -0.139 (forecast CNY 0.0185)

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Caitong Securities points out three key factors: first, the provident fund interest rate is the true anchor for mortgage rates, with coverage ratios in major tier-1 and tier-2 cities generally exceeding 50%, bringing the comprehensive rate down to 2.83%; second, Shanghai's inventory has bottomed out, with listing volume dropping to 870,000 units and a sales cycle of just four months; third, RMB appreciation opens up room for rate cuts, with over one trillion dollars in funds awaiting settlement poised to enter as the currency strengthens. "With real estate stock prices low, valuations low, and holdings low, a rally may be imminent."

- Financial analysis from Caifeng Securities identifies three overlooked factors reshaping China's real estate cycle: housing fund rates, Shanghai inventory levels, and currency appreciation.  
- The report highlights that the current housing loan cost is primarily driven by the housing fund interest rate rather than macro rates, and Shanghai's decreasing inventory suggests market stabilization.  
- Additionally, the appreciation of the yuan could unlock significant capital for the real estate market, indicating potential for a recovery as these factors gain recognition and consensus among investors.

Wallstreetcn

Yinhua CSI Interior Real Estate Theme ETF

China Southern CSI All Share Real Estate ETF

Hwabao WP CSI 800 Real Estate ETF

CAITONG SECURITIES

Mitsui Fudosan Co., Ltd.

Sumitomo Realty & Development Co., Ltd.

Mitsubishi Estate Company, Limited

D.R. Horton

PulteGroup

Lennar

Lennar-B Shares

Three Factors Leading the Real Estate Turning Point That the Market Has Overlooked

REET

SCHH

WTRE

NAIL

California's housing market showed signs of weakness in March, with existing single-family home sales dropping 3.5% from February and 2.5% year-over-year, totaling 265,320. The median home price rose 7.1% to $889,190, but year-to-date sales fell 1.3%. Geopolitical tensions, particularly the Iran conflict, and rising mortgage rates have kept many potential buyers sidelined. Despite a seasonal price increase, concerns about inflation and ongoing market volatility may limit future growth. Inventory remains low as homeowners with low mortgage rates hesitate to sell, contributing to a persistent housing shortage.

prnewswire

iShares US Home Construction

SPDR Dow Jones REIT ETF

iShares Core US Reit

iShares Global REIT

Schw Us Reit

Real Est Select Spdr

iShares US Real Estate ETF

iShares Residential and Multisector Real Estate ETF

FlexShares Glbl Quality Real Estate ETF

Hoya Capital Housing ETF

WisdomTree New Economy Real Estate Fund

SPDR Dow Jones Global Real Estate ETF

Direxion Homebuilder & Supp Bull 3X

Vanguard Real Estate ETF

SPDR S&P Homebuilders

17:38 ETCalifornia's housing market remained sluggish in March as geopolitical tensions push mortgage rates higher, C.A.R. reports

Contracts to purchase previously owned U.S. homes rose 1.5% in March, exceeding expectations, according to the National Association of Realtors. However, higher mortgage rates and limited inventory continue to challenge the housing market. The average 30-year fixed mortgage rate increased to 6.38% due to rising Treasury yields amid geopolitical tensions. Existing home sales hit a nine-month low, and housing affordability remains a critical issue ahead of the midterm elections. Homebuilder sentiment also fell to a seven-month low, reflecting concerns over rising energy costs in construction.

Fidelity

Invesco Building & Contruction ETF

Fullgoal CSI All Share Building Materials ETF

Thomson Reuters

Freddie Mac

Federal National Mortgage Association

US pending home sales beat expectations in March

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A study from Realtor.com indicates that parents are aiding Gen Z in becoming homeowners by leveraging accumulated housing wealth. The analysis shows that housing wealth has increased significantly, particularly for households that purchased homes in the last six years. Households receiving financial assistance from family are more likely to own homes and pass on assets to their children. Notably, parental transfers account for nearly 27% of homeownership rates among young households, with children whose parents assist with down payments being three times more likely to buy a home.

Thehill

GF CSI All Share Financials ETF

Pacer Data & Infrastructure Real Estate ETF

iShares US Digital Infrastructure and Real Estate ETF

Fidelity MSCI Real Estate Index

Parents helping Gen Z become homeowners through generational wealth

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Reuters

Vanke

CHINA VANKE

Vanke seeks one-year extension for bond due May 12, offers 40% upfront, sources say

A new Realtor.com® report reveals that land prices have surged 77% since the pandemic, with listings down 24% from pre-pandemic levels. The analysis shows that inventory has contracted 23.6% since Q1 2019, and prices per acre have increased by 76.6%. The Northeast and Midwest have seen the highest price growth, while the West has experienced a decline in prices. The report highlights that the pandemic has permanently altered the land market, with raw land appreciating the most at 86.5%.

StockTitan

Land Prices Up 77% Since the Pandemic and Inventory Never Came Back, New Realtor.com® Report | NWS Stock News

Shanghai's second-hand property market remains active. Early April transaction volumes saw slight fluctuations due to the Qingming Festival holiday. The Changning Transaction Service Center maintained a steady weekend appointment volume of around 50 groups, with single-day appointments reaching 54 on one recent weekend, achieving an impressive conversion rate of 50%. Following the implementation of new policies, both buyers and sellers have gained confidence in the market, leading to improved negotiation efficiency and contract signings typically completed on the same day

Industry Insight: Busy Property Transactions Reflect Shanghai's Second-Hand Market Heat

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Hong Kong homebuyers are showing strong demand for new flats, leading to brisk sales for developers. The Pavilia Farm III project sold all 88 units in one day, prompting further sales. Other projects like KT Marina II and Cloudview also saw significant sales. Despite some slower sales, experts believe the overall homebuying sentiment will remain steady, with an upward trend in the market. The residential market has risen by 8% since April last year, with new developments expected to continue attracting buyers. However, uncertainty over interest rates remains a concern.

SCMP

CHINA OVERSEAS

K. WAH INT'L

NEW WORLD DEV

MTR CORPORATION

WING TAI PPT

MIDLAND HOLDING

HENDERSON LAND

HYSAN DEV

Empire Energy Group Limited

Hong Kong homebuyers extend sell-out streak amid renewed confidence in market

China's preliminary GDP calculation for the real estate sector in Q1 2026 shows a decline of 0.1%

Grant Cardone explained why real estate and energy matter more than chasing trends — and how long-term focus can build lasting income.

ISHRS S&P Glb Engy

SPDR O&G Ex & Prd

VG Energy

iShares US Oil Equip & Svcs

VanEck Oil Services ETF

SPDR O&G Equip

iShares US Oil & Gas Expl & Prod

ProShares Ultra Energy

Global X MLP

Grant Cardone: 2 assets to own in 2026 as trend investing backfires

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Times China Holdings has issued a regulatory announcement in Hong Kong to align with a prior notice on the Singapore Exchange regarding an extension and amendment to its consent solicitation. This announcement aims to ensure equal information dissemination to investors and comply with Hong Kong listing rules. It is purely informational and not an offer to buy or sell securities, reflecting the company's commitment to regulatory compliance and managing investor expectations during the consent solicitation process.

Tip Ranks

TIMES CHINA

Times China Issues Regulatory Notice on Amended Consent Solicitation

China Vanke Co., Ltd. has scheduled a board meeting on April 29, 2026, in Shenzhen to approve its Q1 2026 results. This meeting will review the quarterly performance for the three months ending March 31, 2026, and will also address the publication of these figures, which is crucial for investors. The announcement highlights the company's governance structure and compliance with Hong Kong listing requirements. The latest analyst rating for China Vanke's stock (HK:2202) is a Sell, with a price target of HK$2.70.

China Vanke Sets April 29 Board Meeting to Approve Q1 2026 Results

Schiff believes prices will eventually fall to match today’s higher rates — a painful adjustment that, he warns, could trigger 'a housing emergency.'

Peter Schiff was right about the 2008 housing market crash. Now he’s predicting the next crisis. Are you prepared?

ChinaAMC CSI All Share Real Estate ETF(515060.SH)

ChinaAMC CSI All Share Real Estate ETF Stock Performance Chart

Three Factors Leading the Real Estate Turning Point That the Market Has Overlooked

17:38 ETCalifornia's housing market remained sluggish in March as geopolitical tensions push mortgage rates higher, C.A.R. reports

US pending home sales beat expectations in March

Parents helping Gen Z become homeowners through generational wealth

Vanke seeks one-year extension for bond due May 12, offers 40% upfront, sources say