Real estate stocks opened lower, with Vanke A falling over 7%, continuing to hit a new low in more than 10 years. Bright Real Estate, Seazen, Gemdale, Cmsk, and OCT also saw declines

China Index Academy: From January to October, the total land acquisition amount of the TOP 100 real estate companies increased by 26.4% year-on-year

A report released by the China Index Academy shows that from January to October 2025, the total land acquisition amount of the TOP 100 real estate companies reached 783.8 billion yuan, a year-on-year increase of 26.4%. Although the growth rate has narrowed compared to January to September, this is mainly due to several large-scale mergers and acquisitions of land parcels in September. China Overseas Land & Investment, China Merchants Shekou, and Greentown China ranked the top three in newly added value, with 187 billion yuan, 180.7 billion yuan, and 120.9 billion yuan respectively. The land-acquiring companies are mainly state-owned enterprises, concentrated in first- and second-tier cities

Cmsk and others established Zhaorui Real Estate Company in Nantong with a registered capital of 1.8 billion

According to Tianyancha's business information, Nantong Zhaorui Real Estate Co., Ltd. was recently established, with Tu Hui as the legal representative and a registered capital of 1.8 billion RMB. The business scope includes real estate development and operation, enterprise management consulting, information consulting services, and more. The equity structure penetration chart shows that the company is jointly held by China Merchants Shekou's China Merchants Real Estate Co., Ltd., Nantong Xinhao Real Estate Co., Ltd., and Nantong Chongfa Real Estate Co., Ltd

CICC: In September, the transaction volume and prices in the second-hand housing market continued to show a weak trend, with a marginal increase in the number of listings

CICC released a research report indicating that the transaction volume and prices in the second-hand housing market in September continued the weak trend since the second quarter. The transaction volume in 80 cities according to intermediary standards decreased by 10% month-on-month, but increased by 19% year-on-year; the registered transaction area in 15 cities increased by 6% month-on-month and grew by 9% year-on-year. In terms of listings, the number of listings in 130 cities slightly increased by 0.4% month-on-month. Overall, the market is facing pressure on transaction volume and housing prices, requiring policy support to improve the supply-demand structure

Cmsk: The industrial fund established with the company's investment does not hold shares in Moore Threads

An investor asked China Merchants Shekou on the interactive platform, and there were media reports. Does the China Merchants Shekou Industrial Fund hold shares in Moore Threads? Is the above information true? China Merchants Shekou replied that the industrial fund established with its investment does not hold shares in Moore Threads