Real Estate Operating Companies

CMPO

CMPO released FY2026 Q1 earnings on April 28 Pre-Market (BJT), actual revenue CNY 4.77 B (forecast CNY 4.749 B), actual EPS CNY 0.2213 (forecast CNY 0.3)

CMPO to Release FY2026 Q1 Earnings on April 29 Pre-Market (BJT), Forecast Revenue CNY 4.749 B, EPS CNY 0.3

CMPO released FY2025 Annual Earnings on March 13 After-Market (BJT), actual revenue CNY 19.27 B (forecast CNY 19.1 B), actual EPS CNY 0.6185 (forecast CNY 0.8781)

CMPO released FY2025 Q4 earnings on March 13 After-Market (BJT), actual revenue CNY 5.332 B (forecast CNY 5.25 B), actual EPS CNY -0.0299 (forecast CNY 0.22)

CMPO to release FY2025 earnings report on March 14 After-Market BJT, forecast revenue CNY 19.1 B, EPS CNY 0.8781

China Merchants Real Estate Holdings Proceeds with Share Repurchase

CMPO released FY2025 Q3 earnings on October 29 After-Market (BJT), actual revenue CNY 4.835 B (forecast CNY 3.853 B), actual EPS CNY 0.2003 (forecast CNY 0.17)

CMPO released FY2025 9 Months Earnings on October 29 After-Market (BJT), actual revenue CNY 13.94 B, actual EPS CNY 0.6478

CMPO to release FY2025 Q3 earnings on October 30 After-Market (BJT), forecast revenue CNY 3.853 B, EPS CNY 0.17

CMPO released FY2025 Semi-Annual Earnings on August 27 Pre-Market (BJT), Actual Revenue CNY 9.107 B, Actual EPS CNY 0.4474

CMPO released FY2025 Q2 earnings on August 27 Pre-Market (BJT), actual revenue CNY 4.642 B (forecast CNY 3.755 B), actual EPS CNY 0.2404 (forecast CNY 0.17)

CMPO FY2025 Semi-Annual Earning Release on August 28, 2025 (BJT)

China Merchants Accumulation ESG Rating Upgraded to A

Good Progress in CITIC SYTZ's Share Repurchase

CITIC Liberality's Shares Rise with Multiple Brokers Giving Buy Ratings

China Merchants Property &amp; Facility Successfully Wins Multiple Non-Residential Projects

CSC Real Estate Extends Financial Services Agreement

Citic 积余 2025 Q1 Report Commentary: Continued Growth, Active Property Management Expansion

CSCJJ Continuously Secures Multiple Property Service Projects

China Merchants Goodlife Reports 2025 Q1 Revenue and Net Profit Growth

001914

According to the Zhitong Finance APP, CMPO released its third-quarter report for 2025. In the first three quarters, the company achieved an operating income of 13.942 billion yuan, a year-on-year increase of 14.65%. The net profit attributable to shareholders of the listed company was 686 million yuan, a year-on-year increase of 10.71%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 669 million yuan, a year-on-year increase of 12.97%

Zhitong

CMPO released its performance for the first three quarters, with a net profit attributable to the parent company of 686 million yuan, a year-on-year increase of 10.71%

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KaiYuan Securities released a research report stating that in August 2025, the month-on-month decline in new home sales prices in 70 cities remained stable, while the year-on-year decline narrowed, especially in first-tier cities where the decline in new home prices decreased. In terms of second-hand homes, the month-on-month decline in sales prices expanded, while the year-on-year decline narrowed. Overall, the real estate market is developing towards stabilizing after a decline, with expectations for policies to further stabilize the market

Cmsk

Binjiang Group

C&D INC.

GREENTOWN SER

WANJIAGROUP RTS

CHINA RES LAND

Open Source Securities: In August, new home prices in Shanghai continued to lead the rise, while the year-on-year decline in second-hand home prices narrowed

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CITIC Securities released a research report indicating that key property companies' financial reports will show slight improvement in the first half of 2025, with net profit attributable to shareholders turning positive and industry revenue growth rebounding to 4.4%. Despite cautious expansion and stable management efficiency, valuations have risen due to stock price recovery, with an average PE of 10.52 times and a PEG of 1.09 times. Companies with high dividend yields have performed outstandingly, and future valuations are expected to continue to rise

YUEXIU SERVICES

CG SERVICES

ONEWO

CITIC Securities: 25H1 Property Companies' Net Profit Attributable to Parent Turns Positive, High Dividends Drive Valuation Increase

CMPO's subsidiary recently won bids for 13 projects, including the Tongzhou campus of Renmin University of China and the Shipaiz campus of South China Normal University. The projects cover multiple fields such as universities, parks, banks, offices, and residential areas

CMPO: Its subsidiary recently won bids for 13 projects

CMPO announced that in the first half of 2025, operating revenue reached 9.107 billion yuan, a year-on-year increase of 16.17%. Net profit was 474 million yuan, a year-on-year increase of 8.90%. Basic earnings per share were 0.4475 yuan/share, a year-on-year increase of 9.01%

CMPO: Net profit of 474 million yuan in the first half of 2025, a year-on-year increase of 8.90%

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The real estate sector weakened, with Cmsk falling over 4%, BUCID dropping nearly 4%, and Greenland Holdings, New City Holdings, CMPO, Airport Holdings, and Gemdale all declining over 3%

BUCID

Greenland Holdings

Gemdale

The real estate sector weakens, with Cmsk leading the decline

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China Galaxy Securities released a research report indicating that in June 2025, the sales area of real estate decreased by 5.46% year-on-year, but increased by 49.37% month-on-month. The area of construction starts and completions showed some recovery year-on-year, with a significant narrowing of the decline in completions. With policy support, the real estate market is expected to gradually stabilize after a decline. In the first six months, the national sales area of commercial housing was 45.851 million square meters, a year-on-year decrease of 3.50%

5i5j

China Galaxy Securities: June property sales under pressure year-on-year, construction starts and completions recover

KaiYuan Securities released a research report indicating that the sales of commercial housing from January to June 2025 amounted to 4.42 trillion yuan, a year-on-year decrease of 5.5%. The sales data in June showed weakness, with the monthly sales area and amount decreasing by 5.5% and 10.8% year-on-year, respectively, marking the largest decline since September 2024. The investment in real estate development was 4.67 trillion yuan, a year-on-year decrease of 11.2%. It is expected that the sales data in the third quarter will continue the trend of weak recovery, and housing prices will face pressure to stabilize

Open Source Securities: From January to June, the performance of real estate sales weakened, and the growth rate of domestic loans for real estate companies turned positive

36Kr learned that the Aiqicha App shows that recently, CMPO Tianfu (Sichuan) Property Management Co., Ltd. was established, with Jiang Duo as the legal representative and a registered capital of 6 million yuan. The business scope includes property management, urban greening management, urban park management, urban and rural appearance management, municipal facility management, and park management services. The equity penetration chart shows that the company is wholly owned by China Merchants Jin Yu Industrial Operation Service Co., Ltd. indirectly

36Kr

CMPO has established a new property management company in Sichuan

CMPO(001914.SZ)