HK Stock Market Move | Partial real estate stocks rise in the afternoon, market attention on real estate chain heating up, institutions say to pay attention to early favorable signals in real estate industry.

In the afternoon, some real estate stocks rose. As of the time of publication, AGILE GROUP (03383) rose by 8% to HK$0.27; SHIMAO GROUP (00813) rose by 6.7% to HK$0.207; CH OVS G OCEANS (00081) rose by 5.53% to HK$2.29; R&F PROPERTIES (02777) rose by 4.08% to HK$0.51. Ping An Securities released a research report stating that the market's attention to the real estate chain has been increasing recently. The market's previous low sales expectations for early 2026 have been gradually changing due to a significant increase in second-hand housing transactions in key cities in January compared to December of the previous year. Traditional real estate as a whole has underperformed the market, but downward potential is limited; the real estate market has adjusted significantly since its peak in 2021 and may be approaching the bottom range, thus presenting some value for medium-term investment. Guosen, on the other hand, stated that the fundamentals of the real estate sector declined significantly in the fourth quarter of 2025, but since the end of 2025 to the beginning of 2026, house prices have stabilized and policy expectations have gradually improved. Although it is still early to say, based on the current combination of quantity and price, the likelihood of house prices stabilizing in 2026 has increased from "impossible" to at least "possible". If price increases do not repeat after the Spring Festival, the likelihood of stabilization will further increase to "very likely". Furthermore, the correction in real estate stocks in December 2025 has been fairly comprehensive, and it is recommended to adopt a more optimistic attitude towards real estate stocks.