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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.
CITIC SEC: The real estate industry has reached the end of the downward cycle, and the Industry is shifting towards comprehensive quality competition.
The bank believes that the financing channels have been normalized; compared to the past reliance on credit financing based on主体信用, the current share of financing primarily based on Asset collateral has significantly increased, matching the characteristics of the Real Estate Industry.
Agile Group Reports April 2025 Unaudited Operating Figures
In April, the pre-sale amount of AGILE GROUP (03383.HK) totaled 0.49 billion yuan.
Gelonghui, on May 8, announced that AGILE GROUP (03383.HK) reported that the pre-sale amount of Real Estate projects managed by the Group and sold under the "AGILE" brand, including affiliated companies, joint ventures, and associates, totaled approximately 0.49 billion yuan for April 2025, corresponding to a construction area of about 0.057 million square meters; the average price is 8,706 yuan per square meter. As of April 30, 2025, the total pre-sale amount for the group, along with joint ventures and affiliates, and AGILE projects amounted to approximately 3.31 billion yuan.
Express News | Agile Group Holdings Ltd - April 2025 Pre-Sold Value Approximately RMB0.49 Billion