Real Estate Development

Vanke A's RMB bonds rose more than 20%

Vanke's USD bonds set for largest gain since November 4, 2025

Vanke Plans to Adjust Payment Arrangements for the Principal and Interest of the 2022 Fifth Medium Term Note

Vanke Plans to Adjust Payment Arrangements for Housing Rental Special Company Bond

Vanke seeks to extend a 90-day grace period for a 2 billion yuan bond

Two Four-Bedroom Units of Cheung Kong and MTR’s Joint Development Project Successfully Sold

Beijing North 辰 Real Estate Announces 2025 Annual Pre-Loss Forecast

Yuexiu Property Reports December Contract Sales of 9 Billion Yuan

Yuexiu Property's 2025 Contract Sales Total Decreased by 7.3%

Country Garden converts convertible bonds into approximately 382 million shares

Evergrande Property Group Announces Interest Payment Notice for Medium-Term Notes in 2026

Wharf Holdings Receives MSCI's Highest ESG Rating AAA

Huaxin Land Joint Venture Secures First 2026 Housing Plot in Qingdao

Vanke to Release Final Proposal for '21 Vanke 02' Bondholder Meeting

Bon Apart Offers Compensation Plans for Evicting Some Units in Xiamen and Shenzhen

Multiple Places Release Policies Supporting Elder Care Facility Transformation, China Real Estate Market Data and Dynamics

Shanghai Jinmao Announces Bond Repurchase for 23 Jinmao 01

CR Land Acquired Four Plots of Land in Four Cities in December 2025

Auction of Assets Under Wuxi Rongcheng Investment Co., Ltd. Failed to Sell

Vanke Seeks Extension on Onshore Medium-Term Notes with Additional Collateral

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THELLOY DEV

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TESSON HOLDINGS

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Vanke's US dollar bonds maturing in November 2027 saw their largest increase since November 4, 2025, with the company's 3.975% bonds rising by 2.5 cents per dollar to 18.7 cents

Wallstreetcn

Vanke

CHINA VANKE

Vanke's US dollar bonds maturing in 2027 saw the largest increase in two months

China Vanke's yuan bonds jump more than 20%

marketscreener

China Vanke's yuan bonds jump more than 20%

HK-listed shares of China Vanke up as much as 8% in afternoon trading

HK-listed shares of China Vanke up as much as 8% in afternoon trading

Shenzhen-listed shares of China Vanke up as much as 5.8%

Shenzhen-listed shares of China Vanke up as much as 5.8%

China Vanke seeks 90-day grace period extension for 2 billion yuan bond

China Vanke seeks 90-day grace period extension for 2 billion yuan bond

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Morgan Stanley's research report points out that the tax refund measures for property exchanges introduced by the Ministry of Finance of China have limited assistance for property market sales, as housing prices have adjusted by over 35%, leaving many homeowners in a negative equity situation. Residents hold a pessimistic outlook on housing prices, and their willingness to increase leverage is low, resulting in limited policy impact on incremental demand. The report believes that restoring residents' confidence in income and housing prices is key to reversing the long-term decline in the property market and recommends holding high-quality stocks with self-rescue capabilities

AASTOCKS

Seazen

CHINA RES LAND

Direxion FTSE China Bear 3X

Direxion FTSE China Bull 3X

Morgan Stanley expects limited help from the mainland's property exchange tax refund measures, as residents remain pessimistic about the outlook for housing prices

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CK ASSET and MTR Corporation collaborated on the sale of two four-bedroom sea view units at Blue Coast II in Wong Chuk Hang, with a total transaction amount of HKD 73.1059 million. Buyers include local and mainland clients. Cheung Kong Holdings stated that the demand for large units has increased, and plans to raise the indicative price of some tender units by about 3% starting from the 24th of this month to reflect market conditions

CK ASSET

In "Hong Kong Property," Huang Zhukeng BLUE COAST II sold two four-bedroom sea view units for approximately HKD 73.11 million. On the 24th of this month, the bidding intention price was adjusted upwards for some units

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PCPD collaborates with capital strategies for development. The CENTRAL RESIDENCE BY THE PARK, located in Mid-Levels Central, officially uploaded its sales brochure yesterday (14th). The project offers 99 residential units, with usable areas ranging from approximately 380 square feet to 2,523 square feet. The standard unit types include one to four-bedroom layouts, primarily featuring three-bedroom or larger apartments, along with limited edition specialty units

PCPD

In "Hong Kong Property," The Peak offers 99 units in Mid-Levels Central, with usable areas starting at approximately 380 square feet

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C&D INTL GROUP (1908.HK) had a sluggish performance on January 14, with the sector continuing to face pressure overall. There are no significant new developments in the market, and the previous negative effects from the real estate sector have not dissipated. The fluctuations in the sector are determined by policy games and liquidity of funds. Major funds are leaning towards defensive positions, with repeated back-and-forth movements at low levels but struggling to generate significant rebound momentum. Technically, the MACD remains in the negative zone, and the moving average system continues to decline, with short-term rebounds lacking volume support, causing prices to be squeezed below HKD 15. Currently, funds in the real estate sector are generally cautious, lacking substantial positive news, and there are no signs of a collective breakthrough. If key support is broken with increased volume, the market will quickly decline, significantly raising short-term risks. In terms of operations, attention should be paid to macro policies in the industry, rumors of a new round of credit, and net fund inflow situations. In the event of extreme news or favorable policies being implemented, the sector may experience a significant reactive rebound; otherwise, caution should be exercised regarding end-of-day sell-offs and sudden downward risks, with strict control over positions

Technical Forecast

C&D INTL GROUP

Morning Trend | C&D INTL GROUP continues to decline, with strong cautious sentiment in the real estate sector

China's property sector faces ongoing challenges as Vanke secures a temporary reprieve on foreign debt repayment amid a liquidity crisis. The company, backed by the Shenzhen government, is avoiding bankruptcy despite mounting pressures. Meanwhile, pet hospital operator Ringpai seeks a Hong Kong IPO, struggling with high operational costs and a cautious consumer base. The pet market's growth has stalled post-Covid, reflecting broader economic uncertainties in China.

benzinga_article

China's Property Debt Crisis Muddles On, As Profits Evade The Pet Economy

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Yuexiu Property Co. Ltd. reported a 7.3% decline in aggregate contracted sales for 2025, totaling approximately RMB106.21 billion. December 2025 sales were about RMB8,996 million, down 33.4% year-on-year, with a gross floor area of 447,600 square meters, an 8.5% decrease. The company achieved 88.1% of its 2025 sales target of RMB120.5 billion. No new land acquisitions occurred in December 2025. Investors are advised to exercise caution as these figures are unaudited and based on internal data.

Reuters

YUEXIU PROPERTY

Yuexiu Property Reports 7.3% Decline in 2025 Contracted Sales

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DEEWIN(02418) fell 23.56%, with a trading turnover 18.9 Million HKD, and a year-to-date fell 63.6%. DALIPAL HLDG(01921) fell 15.58%, with a trading turnover 51.4 Million HKD, and a year-to-date fell 11.3%. IB SETTLEMENT(00147) fell 11.73%, with a trading turnover 6.8 Million HKD, and a year-to-date rose 0%.

Top Gainers & Losers

DEEWIN

DALIPAL HLDG

IB SETTLEMENT

TRANSTHERA-B

GLOBAL NEW MAT

WERIDE-W

FANGZHOU JIANKE

REMEGEN

TRIP.COM-S

RIBOLIFE-B

Top 10 HK Stock Losers (1.14)

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Hong Kong Stock Market Overview in the Last Hour The Hong Kong stock market has shown a significant sector rotation phenomenon in the last hour, with capital preferences gradually shifting towards the non-ferrous metals and technology sectors. The overall market has experienced considerable volatility, with some individual stocks performing particularly well, and short-term enthusiasm significantly rising. There is a clear divergence in the strength of small-cap stocks and thematic stocks, with frequent inflows and outflows of capital, leading to considerable fluctuations in market sentiment. The stock with the largest movement in the last hour is STARGLORY HLDGS, which plummeted 22.73%. This stock faced a large amount of selling in a short period, leading to a rapid withdrawal of funds and a sharp decline in its price, significantly impacting market sentiment. Strong stocks: 1. SDHG: up 15.70%, driven by the non-ferrous metals sector, with noticeable capital inflow and high short-term enthusiasm. 2. CDAYENONFER: up 15.15%, benefiting from rising non-ferrous metal prices, with continuous capital inflow and steady price increases. 3. WANGUO GOLD GP - New: up 15.05%, with the overall strength of the gold sector driving a significant rise in this stock and increased market attention. 4. 51WORLD: up 15.03%, with short-term capital actively entering, leading to a rapid price increase and optimistic market sentiment. 5. INSILICO: up 12.01%, with sustained enthusiasm in the technology sector, continuous capital inflow, and strong stock performance. Stocks under pressure: 1. VISTAR HOLDINGS: down 15.32%, facing capital selling, with significant downward pressure on its price and a bearish market sentiment. 2. ZERO FINTECH: down 10.87%, with the technology finance sector performing poorly overall, significant capital outflow, and considerable downward pressure on its price

HK Stock Movers Tracker

STARGLORY HLDGS

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VISTAR HOLDINGS

CDAYENONFER

WANGUO GOLD GP

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INSILICO

ZERO FINTECH

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Hong Kong Stock Movement Update: STARGLORY HLDGS plummets 22%, SDHG leads with a 15% rise, multiple stocks show significant volatility

ZERO FINTECH fell 10.87%; China Resources Land fell 0.34%, with a transaction volume of HKD 370 million; Henderson Land Development fell 2.40%, with a transaction volume of HKD 208 million; China Overseas Land & Investment rose 0.69%, with a transaction volume of HKD 176 million; Cheung Kong Holdings fell 0.75%, with a market value of HKD 147.8 billion

Hong Kong stock movement: ZERO FINTECH fell by 10.87%, with active capital flow, raising volatility concerns in the sector?

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VISION SYNERGY fell 13.56%; China Resources Land fell 0.41%, with a transaction amount of HKD 317 million; Henderson Land Development fell 1.95%, with a transaction amount of HKD 196 million; China Overseas Land & Investment rose 0.62%, with a transaction amount of HKD 160 million; CK Asset Holdings fell 0.66%, with a market value of HKD 147.9 billion

VISION SYNERGY

Hong Kong Stock Movement: VISION SYNERGY fell 13.56%, with active trading and clear capital flow, attracting attention due to volatility

Today’s Key News Recap

1210 | Dolphin Research Focus: 🐬 Macro/Industry 1) Market chatter suggests a RMB 400bn mortgage interest-subsidy program has been set. The standard subsidy rate would be 1%, while loans tied to risk regions and distressed developers could get 2%.No official document has been released yet. If implemented, it would directly lower borrowers' mortgage costs.Enhanced subsidies for risk regions and developer-linked loans would precisely ease localized housing-market stress and reduce developers' funding-chain risk. It would also support new-home demand...

Mortgage subsidy rumors roil markets; Fed decision due tonight | Daily News Recap

Real Estate Development(IN20205.HK)

Vanke's US dollar bonds maturing in 2027 saw the largest increase in two months

China Vanke's yuan bonds jump more than 20%

HK-listed shares of China Vanke up as much as 8% in afternoon trading

Shenzhen-listed shares of China Vanke up as much as 5.8%

China Vanke seeks 90-day grace period extension for 2 billion yuan bond

Mortgage subsidy rumors roil markets; Fed decision due tonight | Daily News Recap

Investment Wisdom and Philanthropic Sentiments: A Retrospective of the Legendary Life of Lee Shau Kee

"Short essay" coming again; JD.com entered the food delivery market | Review of today's important news