Real Estate Development

Cmsk

Cmsk released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 23.67 B (forecast CNY 14.53 B), actual EPS CNY 0.004 (forecast CNY 0.04)

Cmsk to release FY2026 Q1 earnings on April 30 during market hours (BJT), forecast revenue CNY 14.53 B, EPS CNY 0.04

Cmsk released FY2025 annual earnings on March 16 During-Market (BJT), actual revenue CNY 154.73 B (forecast CNY 165.68 B), actual EPS CNY 0.08 (forecast CNY 0.4588)

Cmsk released FY2025 Q4 earnings on March 16 During-Market (BJT), actual revenue CNY 64.96 B (forecast CNY 79.93 B), actual EPS CNY -0.1691 (forecast CNY 0.21)

Cmsk to release FY2025 earnings report on March 17 During-Market BJT, forecast revenue CNY 165.68 B, EPS CNY 0.4588

Cmsk released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 38.28 B (forecast CNY 38 B), actual EPS CNY 0.1099 (forecast CNY 0.0443)

Cmsk released FY2025 9 Months Earnings on October 30 After-Market (BJT), actual revenue CNY 89.77 B, actual EPS CNY 0.2459

Cmsk to Release FY2025 Q3 Earnings on October 31 After-Market (BJT), Forecast Revenue CNY 38 B, EPS CNY 0.0443

New World Development and China Merchants Shekou Propose Pedestrian Skybridge for Fanling Ma Shit Road Project

Cmsk released FY2025 Semi-Annual Earnings on August 28 During-Market (BJT), Actual Revenue CNY 51.49 B, Actual EPS CNY 0.14

Cmsk released FY2025 Q2 earnings on August 28 During-Market (BJT), actual revenue CNY 31.04 B (forecast CNY 41.02 B), actual EPS CNY 0.0959 (forecast CNY 0.1077)

Guangzhou Launches Commercial-to-Public Loan Policy, Real Estate Market Continues Adjustment

Cmsk to Release FY2025 Semi-Annual Earnings Report on August 29, 2025 (BJT)

China Merchants Shekou's July contract sales amount to 15.66 billion yuan

China Merchants Shekou Launches Yijian 3.0 Brand and New Bridge G60 Project

China Merchants Shekou Fujian Company and China Merchants Eton Win Bid for Xiamen Affordable Housing Plot

8 land plots successfully auctioned in Wuhan

China Merchants Shekou Issuing RMB 800 Million Corporate Bonds

China Merchants Shekou Secretary Responds to Investors' Questions on Qianhai Guwan Project Positioning and Market Outlook

China Merchants Shekou Announces RMB 800 Million Bond Issuance

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Morgan Stanley has lowered the target prices for some domestic property stocks, expecting the industry to remain under pressure in the second quarter of 2026. Domestic property developers hold a cautious attitude towards market prospects, with weak performance expected in 2025, and core earnings are projected to decline by an average of 29%. State-owned domestic property companies are performing relatively strong, with higher profits and gross margins. Morgan Stanley maintains a positive outlook on China Resources Land and Seazen, while holding a pessimistic view on Greentown China, Vanke A, and Gemdale. The target price adjustments are as follows: Cmsk from HKD 8.31 to HKD 7.03, Gemdale from HKD 2.12 to HKD 1.1, Longfor from HKD 8.2 to HKD 8, and Vanke A from HKD 2.7 to HKD 2.15

AASTOCKS

CHINA RES MIXC

LONGFOR GROUP

ChinaAMC CSI All Share Real Estate ETF

Vanke

Hwabao WP CSI 800 Real Estate ETF

Gemdale

Seazen

China Southern CSI All Share Real Estate ETF

SEAZEN

GREENTOWN MGMT

Morgan Stanley lowers target prices for some mainland property stocks, expects the industry to remain under pressure in the second quarter

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Since March, many places have seen a "small spring" in the property market, with market sentiment improving and developers accelerating their launch pace. Beijing's new home market has shown outstanding performance, with the Jiatang Jingyue project selling 266 units on its opening day. The Shanghai market also has highlights, with China Construction Yipin·The Bund Yuanjing's second launch achieving 900 million yuan in sales, setting a new record for the sale of heritage-style properties within 48 hours. According to data from the China Index Academy, new home sales in 30 cities increased by 15.9% month-on-month, with Beijing's increase reaching 31.7%. Sales in second-tier cities reached 1.47 million square meters, a month-on-month increase of 30.1%

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CHINA STATE CON

CSCEC

CSC DEVELOPMENT

BUCID

"Small Spring" Market Emerges in Many Property Markets, Developers Accelerate Launch Pace

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CHI MER LAND announced the acquisition of 100% equity in Xi'an Zhao Xi Jin Yue Real Estate from Cmsk, which mainly engages in property development. The cash consideration is RMB 79.59 million and will be paid using internal resources

Yinhua CSI Interior Real Estate Theme ETF

CHI MER LAND

GF CSI All Share Financials ETF

CHI MER LAND spent RMB 79.59 million to acquire property development business

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The A-share real estate sector rose again during the trading session, with GRANDJOY and 5i5j hitting the daily limit. Previously, Chengtou Holding reached the daily limit, while Cmsk, Binjiang Group, PDH, and CECL all saw significant gains

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Binjiang Group

CECL

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Real estate stocks opened lower, with Vanke A falling over 7%, continuing to hit a new low in more than 10 years. Bright Real Estate, Seazen, Gemdale, Cmsk, and OCT also saw declines

Bright Real Estate

Cmsk(001979.SZ)

Morgan Stanley lowers target prices for some mainland property stocks, expects the industry to remain under pressure in the second quarter

"Small Spring" Market Emerges in Many Property Markets, Developers Accelerate Launch Pace

CHI MER LAND spent RMB 79.59 million to acquire property development business

The A-share real estate sector rose again during the trading session, with GRANDJOY and 5i5j hitting the daily limit. Previously, Chengtou Holding reached the daily limit, while Cmsk, Binjiang Group, PDH, and CECL all saw significant gains

Real estate stocks opened lower, with Vanke A falling over 7%, continuing to hit a new low in more than 10 years. Bright Real Estate, Seazen, Gemdale, Cmsk, and OCT also saw declines