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China Overseas Land & Investment's subsidiary wins bid for Kowloon City site

China Overseas Development Limited reports a 20.4% YoY increase in contract sales for January 2026

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China Overseas Land Wins Bid to Develop Property in Hong Kong's Kowloon Urban Area

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CHINA OVERSEAS

CH OVS G OCEANS

China Overseas Land Wins Bid to Develop Property in Hong Kong's Kowloon Urban Area

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Hong Kong-listed China Overseas Land & Investment won a bid for a residential plot in Kowloon East for HK$1.8 billion (US$230 million), outbidding eight rivals. The site, expected to yield 470 flats, was valued between HK$1.3 billion and HK$1.5 billion. This marks the first win for a mainland developer since 2020, reflecting strong market confidence. The transaction price exceeded expectations, indicating optimism in the mass residential sector. The tender attracted nine bids, showcasing developers' active interest in securing new land amid a stabilizing housing market.

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China Southern CSI All Share Real Estate ETF

Hwabao WP CSI 800 Real Estate ETF

GF CSI All Share Financials ETF

ChinaAMC CSI All Share Real Estate ETF

Yinhua CSI Interior Real Estate Theme ETF

Hong Kong land fetches US$230 million as Chinese developer outbids city rivals

China Overseas won the bid for the residential land at 180.688 million yuan in Kowloon Niu Tou Kiao Choi Ha Road, with a floor price of approximately 7,146 yuan per square foot, exceeding the upper limit of market valuation. The land area is approximately 33,700 square feet, and it is expected to build 470 units, with a lease term of fifty years

AASTOCKS

In "Hong Kong Property," China Overseas won the bid for the residential land at Ngau Tau Kok Choi Ha Road for over HKD 1.806 billion, with a floor price of HKD 7,146 exceeding the valuation cap

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Hong Kong stocks rose 488 points (1.8%) to 27,051, rebounding from previous declines, driven by Wall Street's rally. Investors shifted focus to U.S. growth and potential Fed rate cuts, despite AI spending concerns. Hong Kong's forex reserves reached a three-year high. Gains were broad-based, particularly in financials, property, and tech, with caution ahead of upcoming CPI and PPI data. Notable performers included China Overseas Land (+3.7%) and Montage Technology, which surged 57% in its debut after raising HKD 7.04 billion.

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Hong Kong Stocks Rally to Begin the Week

China Overseas Land & Investment Limited reported a 20.4% increase in contract sales for January 2026, totaling approximately 14.478 billion RMB. The sales area decreased by 12.9% year-on-year to about 516,600 square meters. As of January 31, 2026, around 11.146 billion RMB in signed but uncompleted property sales were recorded, expected to convert into contracts in the coming months.

Reuters

China Overseas Land & Investment Limited meldet im Januar 2026 einen Anstieg der Vertragsverkäufe um 20,4 Prozent auf 14,478 Milliarden RMB

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China Overseas Land & Investment Limited reported January 2026 contracted property sales of approximately RMB14.478 billion, a 20.4% year-on-year increase. The sales area was about 516,600 square meters, down 12.9% year-on-year. Subscribed property sales reached approximately RMB11.146 billion, expected to convert into contracted sales soon. The Northern Region had the highest sales at RMB4.466 billion and 106,000 square meters. This announcement was published via the Hong Kong Stock Exchange.

CHINA PPT INV

China Overseas Land Reports January Contracted Sales of RMB14.48 Billion

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CTG DUTY-FREE(01880) rose 7.98%, with a trading turnover 414.8 Million HKD, and a year-to-date rose 22.8%. BEKE-W(02423) rose 7.56%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 25.2%. SANDS CHINA LTD(01928) fell 7.96%, with a trading turnover 1.1 Billion HKD, and a year-to-date fell 11.5%. HORIZONROBOT-W(09660) fell 5.94%, with a trading turnover 2.1 Billion HKD, and a year-to-date fell 3.1%.

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Top 5 HK Stock Gainers/Losers (>100B) (1.29)

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CBRE expects Hong Kong residential property prices to rise by 3.3% in 2025, in line with expectations. The property market will continue to rise in 2026, with an expected increase of 3% to 5%. The stock market's rise over the past year has driven a wealth effect, leading buyers to actively enter the market, increasing transaction volume and stabilizing property prices. The price increase for lower-priced properties is 4.1%, benefiting from the government's stamp duty reduction policy. Developers are optimistic about the market outlook and are actively increasing their residential land reserves

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"Hong Kong Property" CBRE: Last year, Hong Kong property prices rose by 3.3%, in line with expectations. This year, it is estimated to continue rising by 3% to 5%

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UBS released investment ratings and target prices for domestic property stocks, as follows: CHINA RES LAND rated as Buy, target price adjusted from 42 yuan to 36 yuan; CHINA OVERSEAS rated as Neutral, target price adjusted from 15 yuan to 13.8 yuan; Poly Developments rated as Neutral, target price adjusted from 8.5 yuan to 6.6 yuan; C&D INTL GROUP rated as Buy, target price adjusted from 19 yuan to 17 yuan; GREENTOWN CHINA rated as Buy, target price adjusted from 19 yuan to 15 yuan; CHINA JINMAO rated as Neutral, target price adjusted from 1.6 yuan to 1.5 yuan; YUEXIU PROPERTY rating adjusted from Buy to Neutral, target price adjusted from 6.5 yuan to 4.4 yuan

GREENTOWN CHINA

YUEXIU PROPERTY

CHINA JINMAO

C&D INTL GROUP

UBS's Investment Ratings and Target Prices for Property Stocks (Table)

Citi's research report points out that the Chinese real estate industry will face challenges of impairment and declining gross margins in the fiscal year 2025, although state-owned enterprises are still expected to be profitable. Market challenges will intensify in the second half of 2025, with unclear sales targets. Some companies, such as CHINA RES LAND and GREENTOWN CHINA, may undergo strategic adjustments. It is expected that the core profits of 15 property companies without credit issues will decline by 34%, with gross margins dropping to 13.9%. Policy easing is expected to drive improvements in the second-hand market sales in 2026, but the rebound may be short-lived. The industry prefers CHINA JINMAO, CHINA RES LAND, and CHINA OVERSEAS

"Big Banks" Citigroup: China's real estate sector will face impairment challenges in 2025, with China Jinmao, China Resources Land, and China Overseas as top picks

HS-COVS@EC2602A(19383.HK)

China Overseas Land Wins Bid to Develop Property in Hong Kong's Kowloon Urban Area

Hong Kong land fetches US$230 million as Chinese developer outbids city rivals

In "Hong Kong Property," China Overseas won the bid for the residential land at Ngau Tau Kok Choi Ha Road for over HKD 1.806 billion, with a floor price of HKD 7,146 exceeding the valuation cap

Hong Kong Stocks Rally to Begin the Week

China Overseas Land & Investment Limited meldet im Januar 2026 einen Anstieg der Vertragsverkäufe um 20,4 Prozent auf 14,478 Milliarden RMB