HUYUXIU@EC2705A

HSBC Upgrades YueXiu Property to Buy

Yuexiu Property Sees Significant Sales Growth During May Day Golden Week

YueXiu Attracts Multiple High-level Executives from Huafa

Huaxin Land and Yuexiu Property Plan to Launch Residential Projects in Oil Tunnel, Hong Kong in Q3 2027

YueXiu Property's Contracted Sales in March Down 43.9% YoY

Yuexiu Property reports slight revenue growth in 2025

Yuexiu Property reports March 2026 contract sales of 10.1 billion yuan

Yuexiu Properties Reports 44% Decrease in Contract Sales in March 2026

YUEXIU PROPERTY released FY2025 Q3 earnings on March 31 (BJT), actual revenue HKD 21.25 B, actual EPS HKD -0.1784

YUEXIU PROPERTY released FY2025 9 Months Earnings on March 31, 2026 (BJT), with actual revenue of HKD 72.76 B and EPS of HKD 0.1899

YueXiu Property's Wholly-Owned Subsidiary Hong Jing Signs 600 Million HKD Financing Agreement

Yuexiu Property Announces FY2025 Revenue of 86.46 Billion Yuan and Profit of 1.78 Billion Yuan

Yu Di Announces 94.7% Year-on-Year Drop in Full-Year Net Profit

Yuexiu Property reports 2025 fiscal year profit growth of 21.4%, plans to stabilize the real estate market in 2026

YUEXIU PROPERTY released FY2025 earnings on March 31 Pre-Market (BJT), actual revenue HKD 94.49 B (forecast HKD 96.62 B), actual EPS HKD 0.0149 (forecast HKD 0.2037)

YUEXIU PROPERTY released FY2025 Q4 earnings on March 31 Pre-Market (BJT), actual revenue HKD 21.62 B, actual EPS HKD -0.1821

Yuexiu TOD Galaxy Launches Properties Starting at 2.8 Million RMB

YUEXIU PROPERTY to Release FY2025 Annual Earnings on March 31, 2026 Pre-Market (BJT), Forecast Revenue HKD 99.36 B, EPS HKD 0.2185

YueXiu Group Secures Zhujiang New Town Site in Guangzhou, Partnering with SKP for High-End Commercial Development

Yuexiu Property's Contract Sales Amount Fell 53.3% in February

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HSBC Research upgraded YUEXIU PROPERTYfrom Hold to Buy, raising its target price from HKD4.1 to HKD5.1. The report indicates that the company will benefit from a recovery in first-tier cities, particularly Guangzhou, which is expected to enhance project sales. The firm anticipates increased land acquisitions and capital recycling, with management exploring asset disposals and C-REIT spin-offs as potential catalysts for valuation re-rating. Earnings are projected to recover to 2024 levels by 2027.

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HSBC Research: YUEXIU PROPERTY  to Benefit from First-tier Cities Leading Sector Recovery, Rating Upgraded to Buy

UOB Kay Hian has raised the target price for YUEXIU PROPERTYto HKD4.8, a 14.3% increase, following the company's major transaction to dispose of four assets and one business for RMB4.691 billion. This move is expected to generate a net gain of RMB108 million and a cash inflow of RMB4.66 billion, optimizing its investment portfolio. The broker maintains a Buy rating, citing recent policy support and improvements in the company's financial structure.

UOB Kay Hian

UOB Kay Hian Raises YUEXIU PROPERTY  TP to HKD4.8 on Asset and Business Disposal to Improve Financial Structure

The CICC research report pointed out that YUEXIU PROPERTY's performance revenue in 2025 will remain flat at 86.46 billion yuan, with a gross profit margin declining to 7.8%, and core net profit decreasing by 83.6% to 260 million yuan. Considering the ongoing inventory clearance, CICC has lowered its profit forecast by 55% and 78% to 270 million and 320 million yuan, maintaining an "outperform the industry" rating, with a target price reduced by 14% to HKD 5.9

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In "Major Banks," China International Capital Corporation lowered the target price for YUEXIU PROPERTY to 5.9 yuan, with inventory continuously being cleared and investment expansion being rational and steady

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YUEXIU PROPERTY announced that in March, the contract sales (including joint venture projects) amounted to approximately RMB 10.1 billion, a year-on-year decrease of 43.9%; the contract sales area was 376,000 square meters, an increase of 8.5%. In the first three months, the cumulative contract sales amounted to RMB 17.206 billion, a decrease of 44.2%, involving a sales area of 623,000 square meters, a decrease of 10.4%

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YUEXIU SERVICES

YUEXIU PROPERTY's contract sales in the first quarter reached RMB 17.206 billion, a decrease of 44.2%

Yuexiu Property Q1 Sales Slide as Developer Bets on New Chengdu Land

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Yuexiu Property Q1 Sales Slide as Developer Bets on New Chengdu Land

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YUEXIU PROPERTY announced its full-year results for the year ending December 31, 2025, reporting a significant decline in profits, with profit attributable to equity holders amounting to RMB 55.062 million, a year-on-year decrease of 94.7%; core net profit was RMB 260 million, a year-on-year decrease of 83.5%. The board of directors recommended not to distribute a final dividend. The main reasons include a deep adjustment in the real estate market and changes in the structure of recognized sales projects. The total operating revenue for the year was RMB 86.46 billion, with contracted sales amounting to RMB 106.21 billion, a year-on-year decrease of 7.3%

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YUEXIU PROPERTY (123) records a double-digit plunge in earnings

HSBC Global Research report indicates that YUEXIU PROPERTY's core earnings are expected to decline by 84% in 2025 due to margin contraction and an increase in profits attributable to minority shareholders. There are a lack of catalysts in the short term, and the stock price may lag behind other quality developers. Despite surprising performance in sales and property prices, the target price has been lowered from HKD 5.2 to HKD 4.1, maintaining a "Hold" rating

The research report "Big Banks" lowered the target price for YUEXIU PROPERTY to 4.1 yuan, awaiting re-evaluation catalysts

YUEXIU PROPERTY announced its full-year results for the year ending December last year, with a revenue of RMB 86.457 billion, a year-on-year increase of 0.1%. The net profit was RMB 55.062 million, a year-on-year decrease of 94.7%, with earnings per share of RMB 0.0137 and no dividend declared. The total contract sales for the year were approximately RMB 106.21 billion, a decrease of 7.3%. The contract sales in the core six cities accounted for 85.6% of total sales. The group's cash and bank balance was approximately RMB 46.76 billion, with a net inflow of operating cash flow of approximately RMB 13.94 billion

YUEXIU PROPERTY's annual net profit is RMB 55.062 million, a decrease of 94.7%, and no dividend will be distributed

YUEXIU PROPERTY announced that in February, the contract sales (including joint venture projects) amounted to approximately RMB 2.905 billion, a year-on-year decrease of 53.3%; the contract sales area was 106,900 square meters, a decrease of 7.6%. In the first two months, the cumulative contract sales amounted to RMB 7.106 billion, a decrease of 44.6%, involving a sales area of 247,100 square meters, a decrease of 29.1%

YUEXIU PROPERTY's February contract sales were RMB 2.905 billion, a year-on-year decrease of 53.3%

This time, it is finally the turn of the ministries related to real estate to hold a press conference. Regardless of whether the policy adjustments are effective or not, the response of real estate stocks today is positive. Here are some views from brokerages for your reference. What are the main lines of future local policy support and optimization?It is recommended to focus on three main lines:1) &#34;Valuation Recovery&#34;: Pay attention to the recovery of liquidity in the real estate industry and the gradual clearance of credit risks for private real estate enterprises, leading to a decrease in risk premiums.2) &#34;Balanced Development&#34;: In the long term, we are optimistic about property management companies with strong independent development capabilities, high project quality, and strong operational and profitability capabilities.3) &#34;Stable State-Owned Enterprises&#34;: The stable development and low risk of state-owned property management companies bring valuation premiums.Real estate-related industry chain companies:$CHINA OVERSEAS(00688.HK) , $C&amp;D INTL GROUP(01908.HK) , $YUEXIU PROPERTY(00123.HK) , $Sunac China(01918.HK) , $LONGFOR GROUP(00960.HK) , $CHINA VANKE(02202.HK) , $CHINA RES LAND(01109.HK) , etc.; Property management companies: $CHINA RES MIXC(01209.HK) , Poly Property (06049), China Overseas Property (02669), Midea Real Estate (03990), etc. Real estate agencies: $BEKE-W(02423.HK) , $CG SERVICES(06098.HK)

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HUYUXIU@EC2705A(29012.HK)

HSBC Research: YUEXIU PROPERTY to Benefit from First-tier Cities Leading Sector Recovery, Rating Upgraded to Buy

UOB Kay Hian Raises YUEXIU PROPERTY TP to HKD4.8 on Asset and Business Disposal to Improve Financial Structure

In "Major Banks," China International Capital Corporation lowered the target price for YUEXIU PROPERTY to 5.9 yuan, with inventory continuously being cleared and investment expansion being rational and steady

YUEXIU PROPERTY's contract sales in the first quarter reached RMB 17.206 billion, a decrease of 44.2%

Yuexiu Property Q1 Sales Slide as Developer Bets on New Chengdu Land