HK Stock Market Move | Property management stocks rose with real estate stocks, the scale of leading property management companies continued to expand, and the industry's digital upgrade is moving towards business synergy development.
12/02/2025
GMT Eight
The property management stocks rose along with the real estate stocks. As of the time of publication, ONEWO (02602) rose 7.21% to HK$23.05; EVERG SERVICES (06666) rose 6.76% to HK$0.79; CHINA OVS PPT (02669) rose 6.12% to HK$5.03; CHINA RES MIXC (01209) rose 5.38% to HK$31.35.
On the news front, recently, Ke Rui released the top 50 newly added contract areas of property service companies in China in January 2025. In January, the top 50 companies added contract area was approximately 78.08 million square meters, with a third-party expansion scale of 71.46 million square meters, and the scale of leading companies continued to expand. The expansion area of companies in January decreased, with a total of 658 expanded projects, which was the same as the number of expanded projects in January 2024.
Guolian Minsheng Securities pointed out that the development of AI is driving the transformation of the production mode of the whole society, and it is currently empowering the entire real estate industry chain, helping companies improve quality and efficiency. In the property sector, property companies belong to labor-intensive industries. The application of AI helps companies reduce costs on one hand and is expected to bring new revenue growth to companies on the other hand. It is recommended to invest in maturely technology-enabled property management companies, such as CHINA RES MIXC and ONEWO. The company stated that the property management industry has an early layout of technology, and the current digital upgrade of the industry is transitioning from optimizing a single business to developing multiple coordinated developments.