Daily summary of Real Estate Industry dynamics (2025-01-16)
According to the recent data released by Cushman & Wakefield, in the fourth quarter of 2024, Shanghai recorded 42 transactions in Real Estate, totaling 18.1 billion yuan; for the entire year of 2024, a total of 117 transactions were recorded, amounting to 70.7 billion yuan, representing a year-on-year decline of 14%.
Xu Jiming resigned as the chairman of the supervisory board of Bank Of Communications, and five out of the six major state-owned banks have vacancies for the chairman of the supervisory board, marking a transitional period for the reform of the supervisor
① From the current practices of major Banks, it is highly likely that listed Banks will tend not to establish supervisory boards. ② The new transitional arrangements of the Securities Regulatory Commission's "Company Law" clarify that listed companies should not establish supervisory boards or supervisors before January 1, 2026.
Real estate Bonds plummeted, with the decline of "0.21 million科02" expanding to 27% after a trading halt. This year, real estate companies still have over 500 billion Bonds to repay.
In 2024, the Real Estate Industry achieved a total domestic credit Bonds financing of 344.85 billion yuan, a year-on-year decrease of 18.5%. In 2025, the maturing Bonds balance for real estate companies is 313.547 billion yuan, with a repurchase balance of 227.444 billion yuan, where March and June are peak repayment months.
Cailian Press Autos Morning Report [January 16]
① The Ministry of Commerce: This week, detailed implementation rules for new purchase subsidies for mobile phones and other digital products will be issued successively; ② Guangdong: The production of New energy Fund vehicles will grow by 43% in 2024, accounting for a quarter of the national total; ③ Chongqing Changan Automobile: It will enter the Europe market in 2025;
OPEC Monthly Report: OPEC expects oil demand to steadily increase by 2026.
OPEC predicts that driven by India and China, oil demand will continue to grow steadily for another year. In the next two years, Global oil consumption is expected to grow "strongly" by 1.4 million barrels per day. Theoretically, this forecast will provide room for Saudi Arabia and its OPEC+ partners to restore about 2 million barrels per day of offline production capacity in the coming two years.
International oil prices have entered a skyrocketing mode! Crude Oil once reached a new five-month high. What investment opportunities are there in Hong Kong and U.S. stocks?
The main driving force behind this round of oil price surge is the USA's new round of sanctions on the Russian energy sector. Additionally, concerns about Trump's tariff policy, the decline in US crude oil inventories, and cold wave weather have also helped oil prices return to an upward trend.