Group 1 - Hong Kong property stocks saw significant gains in the afternoon, with Sunac China (01918.HK) rising over 10% [1] - Longfor Group (03380.HK) increased by more than 7% [1] - Vanke Enterprises (02202.HK) and Yuexiu Property (00123.HK) both rose over 6% [1] Group 2 - Other stocks such as China Resources Land (01109.HK), Agile Group (03383.HK), and Country Garden (02007.HK) also experienced upward movement [1]

Group 1 - The core viewpoint of the article highlights a significant rise in Hong Kong property stocks, with Longfor Group (03380.HK) increasing by over 20% and Sunac China (01918.HK) rising by over 10% [1] - Other property stocks such as Country Garden (02007.HK), Yuexiu Property (00123.HK), China Resources Land (01109.HK), Agile Group (03383.HK), R&F Properties (02777.HK), and Vanke (02202.HK) also experienced upward movement [1]

本文源自：金融界AI电报 港股内房股持续走高，龙光集团(03380.HK)涨超20%，融创中国(01918.HK)涨超10%，碧桂园 (02007.HK)、越秀地产(00123.HK)、华润置地(01109.HK)、雅居乐集团(03383.HK)、富力地产 (02777.HK)、万科企业(02202.HK)等个股跟涨。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 第 1 頁 共 10 頁 v 1.2.0 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03383 | 說明 | 不適用 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 5,046,047,500 | | 0 | | 5,046,047,500 | | 增加 / 減少 (-) | | | | | | | | | 本月底結存 | | | 5,046,047,500 | | 0 | | 5,046,047,500 | 足夠公眾持股量的確認(註4) 公司名稱: 雅居樂集團控股有限公司 呈交日期: 2026年2月 ...

Group 1 - Hong Kong's property stocks saw gains in the afternoon session, with notable increases in several companies [1] - Agile Group (03383.HK) rose by 8%, trading at HKD 0.27 [1] - Shimao Group (00813.HK) increased by 6.7%, reaching HKD 0.207 [1] - China Overseas Macro Group (00081.HK) experienced a rise of 5.53%, priced at HKD 2.29 [1] - R&F Properties (02777.HK) saw a gain of 4.08%, trading at HKD 0.51 [1]

Group 1 - The core viewpoint of the articles indicates a rising interest in the real estate sector, with several property stocks experiencing significant gains in the afternoon trading session [1] - A report from Ping An Securities highlights that the market's previous low expectations for sales in early 2026 have shifted, as the Iceberg Index shows a substantial month-on-month increase in second-hand home transactions in key cities, indicating a resilient market despite the off-peak season [1] - Poly Developments released an earnings forecast this week, alleviating some performance pressure on the sector, while traditional real estate has underperformed the market, suggesting limited downside potential [1] Group 2 - Guosen Securities notes a significant decline in the real estate fundamentals by Q4 2025, but there has been a stabilization in property prices and gradual improvement in fundamentals since late 2025, with policy expectations also rising [2] - The probability of property prices stopping their decline has increased from "impossible" to "possible," and if there is no repeat of the "price for volume" strategy after the Spring Festival, the likelihood of price stabilization could rise to "very likely" [2] - The adjustment in real estate stocks by December 2025 has been substantial, leading to a more optimistic outlook for the sector [2]

Group 1 - Hong Kong property stocks are experiencing significant gains, with major companies showing notable increases in share prices [1] - Agile Group (03383.HK) has risen by 4.84%, trading at 0.325 HKD [1] - R&F Properties (02777.HK) has increased by 3.92%, trading at 0.53 HKD [1] - Sunac China (01918.HK) has seen a rise of 3.45%, with shares priced at 1.2 HKD [1] - Vanke Enterprises (02202.HK) has grown by 2.98%, with a share price of 3.46 HKD [1]

Core Viewpoint - The recent rise in Chinese real estate stocks is attributed to new policy guidance from regulatory authorities regarding financing coordination mechanisms, which allows certain projects on the "white list" to extend loans with original banks [1] Group 1: Stock Performance - Aoyuan Group (03383) increased by 4.84%, trading at HKD 0.325 [1] - R&F Properties (02777) rose by 3.92%, trading at HKD 0.53 [1] - Sunac China (01918) saw a 3.45% increase, trading at HKD 1.2 [1] - Vanke Enterprises (02202) grew by 2.98%, trading at HKD 3.46 [1] Group 2: Policy Developments - Regulatory authorities have issued new policy guidance for the real estate financing coordination mechanism, allowing eligible projects to extend loans with original banks [1] - The article published in "Qiushi" magazine emphasizes improving and stabilizing expectations in the real estate market [1] Group 3: Market Outlook - Guolian Minsheng Securities released a report indicating that the market anticipates continued implementation of real estate policies following positive signals from the Central Economic Work Conference at the end of 2025 and early 2026 [1] - This expectation may lead to a spring rally in the real estate sector [1]

Market Performance - The Hong Kong stock market opened lower and closed with a slight rebound, with the Hang Seng Index down 1.17% at 26,149.31 points, the Hang Seng Tech Index down 1.05% at 5,678.34 points, and the National Enterprises Index down 1.09% at 9,039.34 points [1] - Major tech stocks declined, with Alibaba down 2.26%, Tencent down 1.36%, JD.com down 2.02%, and Meituan down 3.35% [1] - The semiconductor sector saw gains, with Shanghai Fudan up over 5% and Huahong Semiconductor up over 2% [1] - Coal stocks led the gains, with Jinma Energy up over 11% [1] Company News - Xinyi International (00732.HK) reported a cumulative net operating revenue of approximately HKD 16.534 billion for 2025, a decrease of about 7.3% year-on-year [2] - China Overseas Development (00688.HK) reported a cumulative contract property sales amount of approximately RMB 251.231 billion for 2025, down 19.1% year-on-year [2] - Greentown China (03900.HK) reported a total contract sales amount of approximately RMB 251.9 billion for 2025, a decrease of 9% [2] - China Overseas Hongyang Group (00081.HK) achieved a contract sales amount of RMB 2.57 billion for December 2025, down 43.9% year-on-year [3] Strategic Developments - China Carbon Neutrality (01372.HK) signed a tripartite strategic cooperation agreement with China Tower and China Recycled Resources to jointly create a lithium battery circular economy ecosystem [4] - Guofu Hydrogen Energy (02582.HK) entered into a pre-purchase order agreement for hydrogen energy project equipment in Tasmania, Australia [4] - Lijun Pharmaceutical (01513.HK) had its Lecanemab injection included in the priority review and approval process [4] Stock Buybacks - Xiaomi Group (01810.HK) repurchased 3.9 million shares for HKD 149 million at prices between HKD 38.12 and HKD 38.20 [9] - Tencent Holdings (00700.HK) repurchased 1.023 million shares for HKD 636 million at prices between HKD 615.5 and HKD 628 [9] - Geely Automobile (00175.HK) repurchased 3.388 million shares for HKD 59.156 million at prices between HKD 17.38 and HKD 17.65 [10] Institutional Insights - Guolian Securities remains optimistic about the AI value reassessment trend in China, suggesting a focus on platform-based internet companies with computational resources and model capabilities [12] - Guoyuan International notes that the Hong Kong stock market is currently in a relatively flat period, awaiting further catalysts, with potential inflows of new capital following the announcement of the new Federal Reserve Chairman [13] - Qianhai Open Source's Yang Delong predicts that the Hong Kong stock market, including the Hang Seng Index and Hang Seng Tech Index, may regain upward momentum in 2026, driven by capital inflows [13]

Core Viewpoint - Aoyuan disclosed its unaudited operating report for December 2025, indicating a total pre-sale amount of approximately 490 million yuan for real estate projects managed under the Aoyuan brand [1] Group 1: Financial Performance - The total pre-sale amount for December 2025 was approximately 490 million yuan [1] - The corresponding construction area for the pre-sold projects was 52,000 square meters [1] - The average price per square meter for the pre-sold properties was approximately 9,401 yuan [1]