According to Zhito Finance APP, Mainland Real Estate stocks have risen, as of the time of writing, RONSHINECHINA (03301) increased by 10%, priced at HKD 0.55; SUNAC (01918) increased by 6.9%, priced at HKD 2.79; SHIMAO GROUP (00813) increased by 6.4%, priced at HKD 1.33; SINO-OCEAN GP (03377) increased by 5.17%, priced at HKD 0.305.

In terms of news, the Political Bureau of the Central Committee held a meeting on December 9 to analyze and study the economic work for 2025. Regarding policies related to Real Estate, the emphasis is on stabilizing the property market and preventing and mitigating risks in key areas and external shocks. HTSC pointed out that the Political Bureau meeting for the first time straightforwardly and practically proposed clear requirements to stabilize the property and stock markets, expecting that both supply and demand in the Real Estate market will see incremental policies, with Institutions' long-term funds entering the market and listed companies acquiring good Assets receiving continuous policy encouragement.

BOCOM INTL believes that the current signal from the country to stabilize the Real Estate industry is clear. Although sales in November showed a decline against a high base, considering that December is a critical period for property companies' performance push, a slight rebound in year-end sales is expected. HTSC also stated that December is a traditional month for property companies' performance push, and their willingness to supply will increase. Coupled with the possibility of some property companies conducting year-end promotions to boost performance, it is anticipated that the new housing market in December may experience a wave of rebound.