Changes in Hong Kong stocks | Most domestic housing stocks fell, China Overseas Hongyang Group (00081) fell nearly 5%, and the real estate adjustment trend continued in November

The Zhitong Finance App learned that domestic housing stocks were mostly lower. As of press release, China Overseas Hongyang Group (00081) fell 4.85% to HK$1.96; Agile Group (03383) fell 4.76% to HK$0.3; Shimao Group (00813) fell 3.37% to HK$0.201; and R&F Real Estate (02777) fell 2.94% to HK$0.66.

According to the news, on December 15, the National Bureau of Statistics released the “Basic Situation of the National Real Estate Market from January to November 2025”. The data shows that in January-November, the sales area of newly built commercial housing across the country fell 7.8% year on year, and sales fell 11.1% year on year. On the supply side, investment, new construction, and completed area continued to decline year-on-year in January-November. The real estate market as a whole is still in the process of adjustment.

Open Source Securities pointed out that under the influence of various policies to stop falling and stabilizing the real estate market, China's real estate market as a whole has moved in the direction of stopping falling and stabilizing. In the process of stopping the decline and stabilizing, housing prices may still fluctuate slightly. It is expected that the real estate market will further stabilize under the influence of the policy. Under a more active fiscal policy and a moderately loose monetary policy, stock collection and urban village renovation work are expected to accelerate, improve the existing housing supply and demand relationship, and speed up the process of stopping the decline and stabilizing.