Real Estate Development

LONGFOR GROUP

Longfor Commercial and Guangzhou Parkson Acquire Operation Rights for Panyu 'White House' Project to Build Second Tianjie

Longfor Group Completes Principal and Interest Payment of '21 Longfor 04' Worth 1.554 Billion Yuan

Longfor IntelliBuild to Construct Qingdao HaiChuang Huishui Road No. 33 Plot

Longfor Group Reports Decline in Contract Sales in April 2026

Longfor Group Issues and Allots 55,771,300 New Shares

Longfor Group Releases 2025 Annual Report, Emphasizing Cash Flow Dominated Model

Fitch Adjusts Outlook on 龙湖集团 to Stable

Chongqing Longfor Enterprise Development Co., Ltd Terminates 2025 Public Offering of Corporate Bonds

Moody's Confirms Stable Outlook for Longfor Group, Praises Transformation and Financial Condition

Earnings Report for Longfor Group's Contract Sales and Property Operations in Q1 2026

Eshang Commercial Group's contract sales in March reached 301 million yuan

Longfor Smart Construction Signs Contract for Beijing Shunyi Yulong Bay Project to Provide One-Stop Services

Evasion of Debt Crisis:龙湖 Group Successfully Repays High-Debt to Maintain Financial Safety

CLSA 下调龙湖目标价因 2025 财年核心净亏损

Longfor Group's Major Shareholders Donate Shares to Employee Trust without Consideration

CICC Maintains Buy Rating on Longfor Group and Sets Target Price at HKD 11.50

CSC Financial Maintains Buy Rating on Longfor Group

LONGFOR GROUP released FY2025 Q3 earnings on March 27, 2026 (BJT) with actual revenue of HKD 21.08 B and EPS of HKD -0.1754

LONGFOR GROUP released FY2025 9 Months Earnings on March 27 (BJT), actual revenue HKD 84.69 B, actual EPS HKD 0.3399

EQR reported its first loss in 2025 with significant losses in real estate development business

CH DEMETER FIN

FAMEGLOW

LUEN THAI

NEW GONOW RV

REF HOLDINGS

PARADISE ENT

WEBX HOLDING

HAICHANG HLDG

BEST FOOD HLDG

INTELLIMARK W27

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LONGFOR GROUP has successfully completed the redemption of '21 Longfor 04', totaling approximately RMB1.554 billion, including RMB1.495 billion in principal and RMB59 million in interest. The company has reduced its interest-bearing liabilities by nearly RMB60 billion since mid-2022 and expects annual credit bond maturities to decline significantly. Fitch and S&P highlight the company's strong liquidity and prudent financial management amid current market challenges.

AASTOCKS News

S&P Global

LONGFOR GROUP  Completes Redemption of "21 Longfor 04" on Schedule, Total Principal and Interest About RMB1.554 Billion

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LI AUTO-W(02015) fell 14.15%, with a trading turnover 3.6 Billion HKD, and a year-to-date rose 0.1%. LDROBOT(01236) fell 10.37%, with a trading turnover 30.5 Million HKD, and a year-to-date rose 56.7%. CHINA STAR ENT(00326) fell 9.84%, with a trading turnover 26.0 Million HKD, and a year-to-date rose 110.7%.

Top Gainers&Losers

LI AUTO-W

LDROBOT

CHINA STAR ENT

JINHAI MED TECH

BWI INT'L

DEKON AGR

GUANZE MEDICAL

LAEKNA-B

LEAPMOTOR

Top 10 HK Stock Losers (5.18)

159707

159940

515060

512200

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LONGFOR GROUP-0.060 (-0.605%) Short selling $142.51M; Ratio 27.951% announced that for the four months ended 30 April 2026, the Group recorded aggregated contracted sales of RMB10.35 billion, with aggregated contracted sales in terms of GFA amounting to 1.153 million sqm.In April 2026, the Group recorded contracted sales of RMB2.89 billion, down 43.7% YoY, with contracted sales in terms of GFA amounting to 311,000 sqm.(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-11 16:25.)

Hwabao WP CSI 800 Real Estate ETF

GF CSI All Share Financials ETF

ChinaAMC CSI All Share Real Estate ETF

China Southern CSI All Share Real Estate ETF

Yinhua CSI Interior Real Estate Theme ETF

LONGFOR GROUP Apr Contracted Sales Down 43.7% YoY

Mainland real estate developer LONGFOR GROUP Holdings Limited announced that property sales data for the first four months of this year plummeted by 53% year-on-year to 10.35 billion yuan, with the construction area also falling by 28%. Contract sales in April amounted to 2.89 billion yuan, a year-on-year decrease of 43.7%. The contract sales amount attributable to shareholders of the company was 1.93 billion yuan, a year-on-year drop of 46.5%. Operating and service revenue was approximately 8.85 billion yuan, a slight increase of 1%. On Tuesday, the stock price fell by 1% to HKD 9.82, nearly 20% lower than last year's peak

BambooWorks

Brief News: The domestic property market remains weak, Longfor's sales halved in the first four months

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Yesterday, China Overseas Development's stock price closed at HKD 23.2, with a trading volume of approximately HKD 450 million, fully reflecting the stock's activity in the real estate sector. The MACD daily line formed a golden cross above the zero axis, indicating that bullish momentum has re-emerged after a phase of consolidation, and the short-term upward trend is expected to continue. From a time perspective, the stock price has confirmed key support levels, suggesting that market expectations for a rebound are relatively stable. On the news front, signs of easing property policies in mainland China are emerging, and market funds are re-gathering in the real estate sector. Hong Kong stocks in real estate are also benefiting, with companies like China Resources Land and Longfor Group strengthening simultaneously. As a leading real estate enterprise, China Overseas Development's stability and market recognition are both positively impacted. Additionally, with improving Sino-U.S. relations, market risk appetite has increased, further enhancing the environment for overall valuation recovery in the sector. From a technical perspective, after a long period of consolidation, the appearance of the MACD golden cross provides support for the short-term technical outlook, and the moving average system is gradually shifting to a bullish arrangement, forming a strong support system. After a breakout with increased volume, the stock price is expected to maintain its operation within an upward channel in the short term. Although trading volume has increased, caution is still needed regarding the potential impact of large profit-taking at high levels on future market performance. In terms of risks, the real estate industry still needs to pay attention to policy changes, fluctuations in sales data, and macro-control risks. Investors should carefully assess their own risk tolerance. Additionally, keep an eye on how changes in news may potentially impact market capitalization. This article provides only technical analysis and market information for reference and does not constitute any investment advice

Technical Forecast

CHINA RES LAND

CHINA OVERSEAS

Pre-market trend | China Overseas (0688.HK) shows strength on May 11, is an industry recovery expected?

Longfor Group Holdings reported unaudited contracted sales of RMB10.35 billion for the first four months of 2026, with April sales at RMB2.89 billion. The total gross floor area sold was 1,153,000 square metres. The group's revenue from property operations and services was approximately RMB8.85 billion. Management advised caution as these figures are based on preliminary data. The stock has a Buy rating with a price target of HK$11.40 and a current market cap of HK$63.33 billion.

Tip Ranks

Longfor Group Posts RMB10.35 Billion in Unaudited Contracted Sales for First Four Months of 2026

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The HSI closed up 13 points at 26,406, reversing from an initial drop, with a total turnover of HKD288.491 billion. Major tech stocks like Alibaba and Baidu faced declines despite significant announcements. In contrast, CN Home stocks rallied, with Longfor Group rising 8.42%. Semiconductor stocks also performed well, with GIGADEVICE and Montage Tech seeing substantial gains. LDROBOT debuted strongly, surging 127.6% on its first day. Market focus remains on geopolitical tensions and the upcoming China-US leaders' meeting.

ChinaAMC Guozheng Semiconductor Chip ETF

Hang Seng Index

Hang Seng China Enterprises Index

Hang Seng TECH Index

BABA-W

BIDU-SW

TENCENT

JPMorgan Chase

XL2CSOPHYNIX

XL2CSOPSMSN

Samsung Electronics 

SMIC

HUA HONG SEMI

GIGADEVICE

MONTAGE TECH

Montage Technology

KB LAMINATES

LENOVO GROUP

SUNNY OPTICAL

立讯精密工业股份有限公司

LUXSHARE-ICT

Alibaba

BABA-WR

Alibaba HK SDR 5to1

BIDU-SWR

Baidu

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Samsung Electronics Co., Ltd. Sponsored GDR

SMIC HK SDR 5to1

Hua Hong

LENOVO GROUP-R

Lenovo Group

HSI Reverses to Close Up 13 pts; CN Home, Chip Stocks Rally; LDROBOT  Debuts Surging Nearly 1.3x

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At midday close, the HSI fell 290 points (1.1%) to 26,335, while the HSTI dropped 55 points (1.1%) to 5,065. Notable movements included POP MART rising over 5%, and CHINA RES LAND, CHINA OVERSEAS, FIH, and PCCW reaching new highs. Active stocks included TENCENT down 1.6% and BABA down 1.5%. Other significant declines were seen in SMIC and JD HEALTH, while LONGFOR and BIDU-SW experienced gains. Short selling data indicated significant activity across various stocks.

- As of midday close, the Hang Seng Index (HSI) fell by 290 points or 1.1% to 26,335, while the Hang Seng Technology Index (HSTI) dropped 55 points or 1.1% to 5,065.  
- Key movers included Tencent, which decreased by 1.6%, and Pop Mart, which increased by 5.1%.  
- The article highlights significant short selling activity across various stocks, with some displaying notable gains while others suffered losses.

POP MART

KraneShares 2x Long BABA Daily ETF

E Fund CSI HK Connect Internet ETF

PCCW

XIAOMI-W

JD HEALTH

HANG LUNG PPT

JD LOGISTICS

CMOC

HANSOH PHARMA

ZTO EXPRESS-W

XINYI GLASS

WUXI APPTEC

160 HEALTH

TRANSTHERA-B

MEITU

POP MART HK SDR 20to1

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

JD HEALTH-R

ZTO Express

WuXi AppTec

HSI Down 290 pts; HSTI Down 55 pts; POP MART Up over 5%; CHINA RES LAND, CHINA OVERSEAS, FIH, PCCW Hit New Highs

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Fitch Ratings has revised LONGFOR GROUP's outlook to Stable from Negative and affirmed its Long-Term Foreign-Currency Issuer Default Rating at 'BB-'. The ratings are supported by a strong investment property portfolio and stable income from property management, despite challenges in property development. Fitch noted that Longfor's debt servicing pressure has eased, with a significant reduction in maturing unsecured debt. The company reported available cash of RMB18 billion and continues to generate positive operating cash flow, ensuring sufficient liquidity to meet near-term obligations.

EPI (HOLDINGS)

Fitch Affirms LONGFOR GROUP at 'BB-' With Outlook Revised to Stable

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FORGAME announced that on April 10th, it sold a total of 736,500 shares of LONGFOR GROUP in the open market for HKD 5.64 million, equivalent to a price of HKD 7.66 per share. It is estimated that the confirmed profit is approximately HKD 300,000

AASTOCKS

FORGAME

FORGAME sold over 730,000 shares of LONGFOR GROUP, realizing 5.64 million yuan

LONGFOR GROUP(00960.HK)

LONGFOR GROUP Completes Redemption of "21 Longfor 04" on Schedule, Total Principal and Interest About RMB1.554 Billion