Changes in Hong Kong stocks | Domestic housing stocks were fully opened, and five major ministries and commissions issued multiple real estate documents on the same day, and the real estate development model ushered in a systematic restructuring of the system

The Zhitong Finance App learned that domestic housing stocks opened higher across the board. As of press release, Sunac China (01918) rose 14.81% to HK$0.775; Country Garden (02007) rose 14.72% to HK$0.226; Vanke Enterprise (02202) rose 8.03% to HK$2.69; and Longhu Group (00960) rose 5.74% to HK$7.18.

According to the news, on August 28, the five major ministries and commissions of the Ministry of Housing and Construction, the Ministry of Natural Resources, the Central Bank, the General Administration of Financial Supervision, and the Securities Regulatory Commission intensively implemented 8 real estate documents on the same day, forming a complete system package of “3 basic documents plus 5 supporting measures.” CITIC Construction Investment pointed out that the “828” new real estate policy is not a demand-side stimulus or bailout, but rather a systematic restructuring of the new real estate development model through optimization of the existing housing sales system, project company system, host bank system, and personal housing loan system.

Open Source Securities believes that since 2026, the real estate policy is still in the stage of continuous implementation and observation of results, and there is still room for subsequent policies such as optimization of restrictive policies in core cities, provident fund loans, and urban renewal. If the strength and pace of implementation of policies are further strengthened, the process of stopping the decline and stabilizing in the real estate market is expected to accelerate, maintaining the industry's “optimistic” rating.