48 real estate companies achieved month-on-month growth in October performance

According to the latest data from the China Index Academy, from January to October 2025, the total sales of the top 100 real estate companies amounted to 289.671 billion yuan, a year-on-year decrease of 16.3%, with the decline rate expanding by 4.1 percentage points compared to January to September. CRIC stated that in October 2025, the top 100 real estate companies achieved a sales turnover of 25.3 billion yuan, a month-on-month increase of 0.1%. Among them, 48 real estate companies achieved month-on-month growth, and 20 companies had a month-on-month increase of more than 30%, including Vanke, Huafa Properties, YUEXIU PROPERTY, CRCC, Greenland Holdings, China State Construction, and CHINA RAILWAY

In the past half month, 4 central state-owned enterprise developers have announced financing plans with a total scale exceeding 13 billion yuan

In the past half month, four central state-owned enterprise developers, including China Overseas Land & Investment, CHINA RES LAND, PDH, and Huafa Properties, announced financing plans with a total scale exceeding 13 billion yuan. The financing funds will strictly adhere to the principles of special account supervision and entrusted payment, and shall not be used for purposes such as land payments or mergers and acquisitions. This wave of financing reflects a deep adjustment in the industry's financing structure, with the total financing of 65 typical real estate companies from January to September amounting to 317.15 billion yuan, a year-on-year decrease of 28%

Guolian Minsheng Securities: The turning point for profit margin improvement in the real estate industry in H1 2025 may see a glimmer of hope, with structural adjustments and optimizing land reserves becoming mainstream

Guolian Minsheng Securities released a research report indicating that in the first half of 2025, the performance of real estate companies will show divergence, and the turning point for gross profit margins may be approaching. The operating revenue of 50 sample real estate companies was 1,204.9 billion yuan, a year-on-year decrease of 16.1%. Among them, state-owned enterprises made profits, while private and mixed-ownership real estate companies incurred losses. The gross profit margin was 11.68%, and it is expected that the industry has entered a bottoming phase. The core city markets performed well, with leading real estate companies showing strong sales resilience and investment focusing on core areas

Huafa Properties has repurchased 1.01% of its shares at a cost of 142 million yuan

According to the Zhitong Finance APP, Huafa Properties announced that the company has repurchased a total of 27.82 million shares, accounting for 1.01% of the total share capital, with a cumulative repurchase amount reaching 142 million yuan

The real estate sector experienced a volatile rebound, with Vanke A hitting the daily limit, and Greenland Holdings, Gemdale, RiseSun, Huafa Properties, PDH, UDC, and China Merchants Shekou all rising over 5%