CI-CRL @EC2606B

Louis Vuitton Signs In Shanghai China Resources Land Center

CR Land Acquired Two Land Plots in Qingdao and Taiyuan in January

CR Land's Contract Sales Amount Increased by 0.4% in January, Sales Area Decreased by 24.6%

Top 100 Enterprises See 52.1% Drop in Land Acquisition in January 2026, State-Owned and Central Enterprises as Main Participants

GF Securities Reiterates Buy Rating for CRBJF with a Target Price of HKD 48.16

CR Land Issues 2026 Corporate Bonds with a Size of 2 Billion Yuan

China Resources Land's Construction Design Plan for Shanggang Community Plot Officially Publicized

Crisl Property Life Service Platform 'Xiaorun+' Upgraded

Quanzhou Runjin Real Estate Development Co., Ltd. Established with a Registered Capital of 1.2 Billion Yuan

CR Land Holdings Announces Issuance of RMB 2 billion Corporate Bonds

Goldman Sachs Downgrades Huaxin Land's 2025 Earnings Forecast

Great Wall Securities expects China Resources Land's core net profit to decline in 2025 but maintains buy rating

Huazhu Plc Sees Steady Sales Growth and Successfully Expands REIT in 2025

Shenzhen Luohu District Reinstates Sanjiu Garden Urban Renewal Project

Huaxin Land Joint Venture Secures First 2026 Housing Plot in Qingdao

Multiple Places Release Policies Supporting Elder Care Facility Transformation, China Real Estate Market Data and Dynamics

CR Land Acquired Four Plots of Land in Four Cities in December 2025

China Resources Land reports 28.1% year-on-year growth in contract sales revenue in December 2025

Huawei Center Shanghai Project Achieves Opening Upon Completion

UBS Analyzes Qiushi Magazine Article, Recommends China Resources Land and China Resources Vivo Life

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INVESCO QQQ

BABA-W

HSBC HOLDINGS

ICBC

CATL

PETROCHINA

CHINA MOBILE

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JP Morgan released investment ratings for domestic property and property management stocks, as follows: For domestic property stocks, CHINA RES LAND, CHINA OVERSEAS, CHINA JINMAO, LONGFOR GROUP, and SEAZEN are rated as overweight; CHINA VANKE is rated as underweight, while COUNTRY GARDEN, Sunac China, and SHIMAO GROUP are rated as underweight. For property management stocks, CHINA RES MIXC is rated as overweight, CHINA OVS PPT and POLY PPT SER are rated as underweight, GREENTOWN SER is rated as overweight, CG SERVICES is rated as neutral, and A-LIVING and SUNAC SERVICES are rated as underweight

AASTOCKS

GREENTOWN SER

SHIMAO GROUP

CHINA JINMAO

CHINA RES MIXC

CHINA RES LAND

CG SERVICES

CH OVS G OCEANS

Sunac China

LONGFOR GROUP

SHIMAO SERVICES

COUNTRY GARDEN

CHINA VANKE

CHINA OVERSEAS

SUNAC SERVICES

CHINA OVS PPT

POLY PPT SER

SEAZEN

A-LIVING

JP Morgan's Investment Ratings on Property and Property Management Stocks (Table)

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JP Morgan pointed out that Shanghai's new round of housing policy relaxes restrictions on home purchases for non-residents, which is expected to drive transaction volume and stabilize prices, but does not believe this policy can sustain a recovery in the domestic real estate market. Morgan Stanley's preferred stocks are CHINA RES LAND, CHINA RES MIXC, and CHINA JINMAO, and it is expected that domestic real estate stocks will remain resilient in the next two months

ChinaAMC CSI All Share Real Estate ETF

China Southern CSI All Share Real Estate ETF

"Major Banks" JP Morgan: The relaxation of purchase restrictions in the Shanghai real estate market was already anticipated, with a preference for CHINA RES LAND, CHINA RES MIXC, and CHINA JINMAO

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HSBC's research report points out that Shanghai's relaxation of home purchase restrictions and increased support for housing provident funds will help boost market confidence and is expected to drive the real estate market towards stabilization. The bank prefers China Resources Land, C&D International Group, and Seazen, all of which are given a "Buy" rating, with target prices of 39 yuan, 20.1 yuan, and 2.4 yuan, respectively. At the same time, China Overseas Land & Investment is also worth attention, given a "Hold" rating with a target price of 14.7 yuan

Hwabao WP CSI 800 Real Estate ETF

Yinhua CSI Interior Real Estate Theme ETF

GF CSI All Share Financials ETF

Seazen

C&D INTL GROUP

HSBC Research: The easing of measures in Shanghai's real estate market will help boost market confidence, preferring RunDi, C&D International Group, and Seazen

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JiaoYin International released a monthly report on the mainland real estate industry, pointing out that the total sales of 100 developers will drop to 182.2 billion yuan before January 2026, a decrease of 46.5%. Major listed developers' sales fell by 53.1%. The new commodity residential price index and the second-hand commodity residential price index both showed a decline. JiaoYin International expects policies to continue to be favorable, believing that demand in the secondary market will improve, and continues to be optimistic about CHINA RES LAND and YUEXIU PROPERTY, rating them as "Buy."

YUEXIU PROPERTY

"Large Banks" CMB International: Expecting a Minor Spring, Maintaining Long-term Optimism on CHINA RES LAND and YUEXIU PROPERTY

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Daiwa released a report listing its preferred stocks in the Hong Kong and A-share markets, including Tencent, LAOPU GOLD, WEICHAI POWER, CHINA RES LAND, Alibaba-W, KINGSOFT CLOUD, Midea Group A, NAURA, CATL A, Moutai, and Montage Technology

ALI HEALTH

KINGSOFT CLOUD

NAURA

Moutai

LAOPU GOLD

WEICHAI POWER

Midea Group

Montage Technology

Dai Hang Daiwa lists preferred AH stock selection (table)

HSBC Research has released investment ratings and target prices for domestic property and property management stocks. Among domestic property stocks, Agile has a hold rating with a target price of 0.4 yuan; C&D International is rated buy with a target price of 20.1 yuan; China Overseas has a hold rating with a target price of 14.1 yuan; China Resources Land is rated buy with a target price of 39 yuan; Vanke is rated reduce with a target price of 3 yuan, etc. In terms of property management stocks, A-LIVING has a hold rating with a target price of 3.2 yuan; China OVS PPT is rated buy with a target price of 4.4 yuan, etc

HSBC Research's Investment Ratings and Target Prices for Real Estate and Property Management Stocks (Table)

HSBC's research report points out that Fujian Province has launched a series of policies to stimulate the real estate market, including supply control and housing consumption measures, aimed at promoting a sales recovery in spring. C&D International Group has become a major beneficiary as 25% of its land reserves are located in Fujian. The report holds an optimistic outlook on CHINA RES LAND and SEAZEN, giving both a "buy" rating, believing they offer attractive risk-return profiles in a stable market environment

"Large Banks" Huayan: Fujian promotes a package of policies to stimulate real estate sales, favoring CHINA RES LAND, C&D INTL GROUP, and SEAZEN

China Resources Land Limited will hold a board meeting on March 27, 2026, to review the annual results for the fiscal year 2025 and discuss the distribution of a final dividend. This information was published via the Issuer Information Service by the Hong Kong Stock Exchange.

Reuters

China Resources Land Limited hält Vorstandssitzung zur Jahresergebnisbekanntgabe ab

China Resources Building Renews Services Agreement With China Resources Mixc

marketscreener

China Resources Building Renews Services Agreement With China Resources Mixc

Morgan Stanley's report pointed out that despite the low base effect from the Lunar New Year, the sales of new homes in January still averaged a decline of 32%. Due to insufficient buyer confidence, increased inventory, and policy impacts, sales are expected to further decline in the first quarter. Morgan Stanley is optimistic about high-quality companies with self-rescue capabilities, such as CHINA RES LAND and Seazen, as well as high-quality mall operators benefiting from policies. C&D INTL GROUP is viewed positively due to its optimization of land reserves, which helps improve profit margins

Morgan Stanley expects that the sales of domestic real estate will further decline in the first quarter

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China Resources Building Materials Signs Engineered Stone Supply Deal With CR Land Unit

CR BLDG MAT TEC