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Hong Kong stock Concept tracking | Urban renewal is expected to stimulate real estate. Institutions expect the housing market to continue to recover in May (with related stocks attached).
Tianfeng stated that the policy indicates to "promote the stabilization of the Real Estate Industry," and a fundamental turning point may be approaching, with continuous expectations for incremental policies. On the Trade side, the market's "bottom consensus" is strengthening, and the logic of "short-term policy gaming + long-term valuation restoration" is becoming smoother.
China Securities Co., Ltd.: The Real Estate Industry is under overall pressure, but some companies have already shown performance improvement and optimization of liabilities.
Since the beginning of this year, the land market in core cities has been booming, with the national land auction premium remaining above 10%. The land acquisition amount of the top 100 real estate companies from January to April has increased by 42% year-on-year, and investment confidence has also improved.
Hong Kong Stock Morning Report | China lowers tariffs on the U.S. to 10%, five departments interview food delivery platform companies.
①China stated that the additional tariffs imposed by the U.S. have been adjusted from 34% to 10%. ②Five departments have held talks with food delivery platform companies. ③The Semiconductor and Integrated Circuits Industry Investment Fund in Shenzhen has been established, with a scale of 5 billion yuan. ④Trump is prepared to tear up Biden's export red lines, and the UAE is expected to be allowed to purchase one million NVIDIA chips.
Selected Hong Kong Stock Announcements |Tencent Music's adjusted net profit for the first quarter exceeds 2.2 billion yuan. SEAZEN's sales for the first four months fell by more than 50%.
① Tencent Music's adjusted net profit in the first quarter exceeded 2.2 billion yuan, what is the growth rate? ② In the first four months, city development sales fell by over fifty percent, how large is the scale?
Seazen Logs 1.76 Billion Yuan in April Contracted Sales
Seazen Group Reports Strong Sales and Leasing Performance in April 2025
Venture118 : Nothing concrete, I’m not surprised…. Continue like tis may go back to last low

天府山庄 : China to almost double support for unfinished housing projects to $737 billion
【官方定调,房地产终于触底】https://www.backchina.com/news/2024/10/18/939490.html
103725026 : What happened?
103725026 : Oh, no movement.