November 5, 2025 Pacific - Xu Chao, Dai Zihan

Report Summary

Market Situation

As of November 4, 2025, most sectors in the equity market fell today. The Shanghai Composite Index and the Shenzhen Component Index fell by 0.41% and 1.34%, respectively. The CSI 300 and the China Securities 500 Index fell by 0.75% and 1.67%, respect

Stock Performance

The top five real estate stocks with the largest increases in price are China Wuyi, New China, Everbright Wealth Management, Sunshine Properties, and China Communications Construction Properties, with increases of 9.97%/9.89%/9.86%/5.00%/4.92% respec

Shahe shares, Nanguo Real Estate, Wolong Real Estate Development, Shangshi Development and Shenzhen Zhenye A have fallen by -6.68%, -4.83%, -3.97%, -3.89% and -3.56% respectively in terms of individual stock decline.

Industry News:

With a floor price of 30,000 yuan/㎡, China Construction Yipin and Joint Investment Real Estate won the bid for the 6038 plot in Xihongmen, Daxing District, Beijing. According to China Index Research Institute, on November 4, Beijing successfully sold

The planning of two homesteads in Xintang, Xiaoshan, Hangzhou has been adjusted, and the floor area ratio has been uniformly lowered to 1.5. Recently, two homestead planning index adjustment plans for Xintang Unit in Xiaoshan Strict, Hangzhou were an

The TOD project of Hangzhou Metro Line 18 started with a total investment of 8.7 billion yuan. On November 4, according to Hangzhou's announcement, the property complex project on the Qiaosi Depot of Hangzhou Metro Line 18 (referred to as the "TOD Pr

Company Announcement

[Yuexiu Property] Yuexiu Property Co., Ltd. announced that Yuexiu International Co., Ltd. has a 3.30% guaranteed green note of RMB 2,850,000,000 due in 2028. The notes are unconditionally and irrevocably guaranteed by Yuexiu Property. According to th

Risk Warning:

Downside risks in the real estate industry; individual real estate enterprise credit risks; real estate policy landing process not meeting expectations