According to Zhitong Finance APP, mainland real estate stocks opened higher across the board. As of the time of writing, sunac (01918) rose by 13.84%, trading at 3.29 HKD; ronshinechina (03301) increased by 13.73%, trading at 0.58 HKD; radiance hldgs (09993) rose by 12.65%, trading at 3.74 HKD; shimao group (00813) rose by 11.76%, trading at 1.52 HKD; agile group (03383) increased by 10.75%, trading at 1.03 HKD.

In terms of news, the Political Bureau of the CPC Central Committee held a meeting on December 9 to analyze and study the economic work for 2025. Regarding real estate-related policies, it emphasized stabilizing the housing market and preventing and resolving risks in key areas as well as external shocks. Huajin Securities stated that the Political Bureau meeting clearly and pragmatically proposed the requirement to stabilize the housing and stock markets for the first time, and it is expected that there will be incremental policies from both supply and demand sides in the real estate market, with institutions' long-term capital entering the market and listed companies acquiring quality assets continuing to receive policy encouragement.

bocom intl believes that the current signals from the state to stabilize the real estate industry are clear. Although sales in November showed a decline against a high base, considering that December is a critical period for real estate companies to strive for performance, a slight rebound in year-end sales is expected. Dongxing Securities pointed out that the current real estate sector is witnessing more active and sustained policy stimulus on both the supply and demand sides, and it is recommended to continuously pay attention to investment opportunities in the real estate sector.