CHINA JINMAO (0817.HK): Performance turns from loss to profit, land acquisition strength marginally recovers.

Event: The company released its performance announcement for 2024 and sales data for March 2025. Comment: The gross margin of the development Business is marginally recovering, and the pressure from inventory impairment is decreasing: In 2024, the company achieved revenue of 59.05 billion yuan.

EverbrightApr 11 13:42

Brokerage morning meeting highlights: Listed companies significantly Increase Stake & Buy Back, demonstrating determination and strength.

In today's brokerage morning meeting, Founder Securities believes that listed companies are significantly increasing their Increase Stake & Buy Back measures to demonstrate resolve and strength; China International Capital Corporation suggested that the Federal Reserve is not expected to cut interest rates in the short term, with a potential restart of rate cuts possibly in the third quarter; HTSC believes that the Real Estate property management Sector has both improvement potential and dividend value.

cls.cnApr 11 08:14

Market update | SUNAC rises over 5%, Mainland Real Estate stocks soar in the afternoon, with Institutions stating that both supply and demand might receive further policy support.

On the news front, on April 8, the General Office of the Ministry of Finance and the General Office of the Ministry of Housing and Urban-Rural Development issued a notice to carry out the 2025 central financial support for urban renewal actions, with the central government providing fixed subsidies to selected cities.

Zhitong FinanceApr 10 14:35

Hong Kong Stock Concept Tracking | In March, the land auctions in core cities continued to heat up. Institutions believe that the signal for the new Real Estate cycle has already appeared (with concept stocks attached).

The Real Estate Industry is at the end of a downward cycle, and the signals for the new cycle have already appeared.

Zhitong FinanceApr 10 13:50

Brokerage morning meeting highlights: Tariff policies are disruptive, and the duty-free industry is expected to potentially benefit.

In today's brokerage morning meeting, Cathay HAITONG SEC believes that tariff policies may benefit the duty-free industry; HTSC states that the Real Estate Industry is entering a new policy window; China Securities Co.,Ltd. points out that the asset allocation model indicates an improvement in Gold signals.

cls.cnApr 10 08:46

Announcement Highlights | A 14 billion yuan acquisition reappears! YANKUANG ENERGY plans to acquire Coal Assets from its controlling Shareholder; Cssc Offshore & Marine Engineering's net profit in the first quarter increased by more than 10 times year-on-

CNOOC's actual controller, CNOOC Group, plans to increase its shareholding in the company, with an intended investment of 2-4 billion yuan; WUXI APPTEC plans to repurchase A-share shares for 1 billion yuan, with all repurchased shares to be canceled and registered capital reduced.

cls.cnApr 9 07:46