MBLFGHL@EC2603A

Longfor Group Announces Unaudited Operating Data for January 2026

E1 Moon Achieved Operating Revenue of 2.27 Billion Yuan in January

Longfor Group Reports RMB2.45 Billion in Sales and Acquires RMB865 Million Land in January 2026

Longfor Group Achieves Record High in Operating Revenue in 2025

Earnings Report: Longfor Group Achieves Record High Operating Revenue of 28.54 Billion Yuan in 2025

Longfor Group Reports RMB 63.16 billion in Contract Sales in 2025

E-Shang Commercial Properties Reports December Contract Sales of 3.77 Billion RMB

EHOME Group Completes '21 Longhu 02' Corporate Bond Redemption, Boosting Market Confidence

Longfor Group Settles HKD Syndicated Loan Ahead of Schedule

Everbright Group Completes Principal Repayment and Interest Payment for Bond '21 Everbright 02'

Huatai Securities Maintains Buy Rating on Longfor Group

Chongqing E-Town Longfor Bond Repurchase and Payment

Goldman Sachs sees weak construction activity in China's real estate market in 2026-2027

Beijing Real Estate Companies Launch Year-End Sales Promotions

Longfor Group Announced Unaudited Operations Data for November 2025

Longfor Group Bonds Surge to Largest Gain Since September 2025

Last Residential Land Auction of the Year in Shenzhen Concludes with China Overseas Land and Investment Limited Winning for 3.186 Billion Yuan

EQR: Longfor announces sales announcement for Chongqing Yuhujing worth 300 million

Longfor Group's bond prices fall by the most since April 2025

Longfor merges Wuhan and Changsha companies to form Central China company

GUANZE MEDICAL

PCPD

STARCOIN GROUP

HUILI RES

TIMES UNI GP

MANY IDEA CLOUD

WALNUT CAP

SILKWAVE INC

HUA LIEN INT'L

WAI CHUN GROUP

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Vanke's stock price rose nearly 5% as the Shenzhen municipal government is planning a rescue plan of RMB 80 billion, including a RMB 20 billion stock placement, to avoid default. UBS pointed out that this funding is sufficient to cover Vanke's publicly traded bonds. Policy support measures have increased, which may have a positive impact on LONGFOR GROUP and SEAZEN. Key indicators such as the rental price index in first-tier cities show the state of underlying demand, which, although still declining, is seeing a narrowing of the decline

AASTOCKS

Hwabao WP CSI 800 Real Estate ETF

LONGFOR GROUP

China Southern CSI All Share Real Estate ETF

Vanke

ChinaAMC CSI All Share Real Estate ETF

SEAZEN

CHINA VANKE

Seazen

Vanke rises nearly 50% as reports indicate that the Shenzhen municipal government is planning an RMB 80 billion rescue plan

Longfor Group Holdings Ltd. reported unaudited contracted sales of RMB2.45 billion for January 2026, with a gross floor area of 300,000 square meters. Shareholder-attributable sales were RMB1.66 billion, covering 231,000 square meters. The Group's recurring income was approximately RMB2.27 billion, including operating income of RMB1.25 billion. Additionally, Longfor acquired two land plots totaling 142,947 square meters for RMB865 million. The figures are preliminary and subject to change upon audit.

Reuters

Longfor Group Records RMB2.45 Billion Contracted Sales in January 2026

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JP Morgan's report pointed out that mainland property stocks rose by 6% due to market speculation, possibly related to the fact that authorities no longer require developers to report the "three red lines" monthly. However, the bank believes this news is not new, as authorities have not enforced this reporting for many years. JP Morgan reiterated that the mainland property sector may continue to outperform the market ahead of the March Two Sessions and the April Politburo meeting, preferring CHINA RES LAND, CHINA RES MIXC, and CHINA JINMAO, and believes that LONGFOR GROUP offers the best risk-reward ratio

CHINA JINMAO

CHINA RES MIXC

CHINA RES LAND

"Big Banks" JP Morgan: The "Three Red Lines" of Chinese Real Estate Fade Out as Non-New News

JP Morgan's report pointed out that domestic property stocks rose on market speculation, believing that the mainland authorities no longer require developers to report their compliance with the "three red lines" on a monthly basis, but this is not new information. The bank expects the domestic property sector to continue to outperform the market, particularly optimistic about CHINA RES LAND, CHINA RES MIXC, and CHINA JINMAO, believing that LONGFOR GROUP offers the best risk-return profile. Although policy easing may affect the leverage of state-owned enterprise developers, liquidity issues remain key. The report mentioned that the government may be considering further policy support

JP Morgan expects the domestic property sector to continue outperforming the market before April, with a positive outlook on China Resources Land, CHINA RES MIXC, and CHINA JINMAO

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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

NEW WORLD DEV

WHARF REIC

SINO LAND

CHINA OVERSEAS

HENDERSON LAND

HANG LUNG PPT

HANG LUNG GROUP

TST PROPERTIES

HENDERSON INV

"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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JP Morgan released a research report, updating the investment ratings and target prices for domestic property and property management stocks. For domestic property stocks, China Resources Land, China Overseas, China Jinmao, and Longfor Group were rated as "Overweight," with target prices of 35 yuan, 16.5 yuan, 1.75 yuan, and 14 yuan, respectively. China Vanke, Country Garden, Sunac China, and Shimao Group were rated as "Underweight," with target prices adjusted downward. In the property management sector, China Res Mixc, China OVS PPT, Poly PPT SER, and GREENTOWN SER were rated as "Overweight," with target prices raised

GREENTOWN SER

COUNTRY GARDEN

SHIMAO GROUP

POLY PPT SER

POLY PROPERTY

Sunac China

SHIMAO SERVICES

CHINA OVS PPT

CG SERVICES

JP Morgan's investment ratings and target prices for property developers and property management stocks (Table)

Longfor Group Logs 3.77 Billion Yuan in December Contracted Sales

marketscreener

Longfor Group Logs 3.77 Billion Yuan in December Contracted Sales

Longfor Group Holdings Ltd. reported unaudited contracted sales of RMB63.16 billion for 2025, with a gross floor area of 5,186,000 square meters. December 2025 sales reached RMB3.77 billion, with 447,000 square meters sold. The sales breakdown includes RMB18.24 billion from Western China and RMB17.17 billion from the Yangtze River Delta. Total income for the year was approximately RMB26.77 billion. Investors are advised to exercise caution as the data is based on preliminary internal information and may differ from future audited statements.

Longfor Group Reports RMB63.16 Billion Contracted Sales for 2025

Real estate is going to soar today$LONGFOR GROUP(00960.HK)$CHINA VANKE(02202.HK)$Sunac China(01918.HK)

MBLFGHL@EC2603A(20516.HK)

Vanke rises nearly 50% as reports indicate that the Shenzhen municipal government is planning an RMB 80 billion rescue plan

Longfor Group Records RMB2.45 Billion Contracted Sales in January 2026

"Big Banks" JP Morgan: The "Three Red Lines" of Chinese Real Estate Fade Out as Non-New News

JP Morgan expects the domestic property sector to continue outperforming the market before April, with a positive outlook on China Resources Land, CHINA RES MIXC, and CHINA JINMAO

"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%