Changes in Hong Kong stocks | Most domestic housing stocks rose, Vanke (02202) rose more than 4%, Xincheng Development (01030) rose more than 2%

The Zhitong Finance App learned that most domestic housing stocks rose. As of press release, Vanke Enterprise (02202) rose 4.18% to HK$3.49; Xincheng Development (01030) rose 2.29% to HK$2.23; R&F Real Estate (02777) rose 1.96% to HK$0.52; and China Overseas Hongyang Group (00081) rose 1.95% to HK$2.09.

According to the news, according to reports quoted by Sing Dao, Vanke has reached an agreement with domestic lenders, including the Bank of China, to adjust the original quarterly interest payments to annual interest payments, while payment of similar interest payable for the next few months can be postponed until September 2026. It is worth mentioning that on January 1, “Qiushi” magazine published a special commentator's article “Improving and Stabilizing Real Estate Market Expectations”, which emphasizes the need to actually improve and stabilize real estate market expectations.

According to Caitong Securities, it is expected that the decline in commercial housing sales will continue to narrow in 2026, and sales growth expectations after market recovery are an important factor driving the valuation increase of housing enterprises in the future. The land storage structure directly determines sales performance, and housing enterprises with high real estate market value cities with sufficient impairment are expected to take the lead in repairing their valuations.