Morgan Stanley Bullish on China Property: Favoring China Resources Land (01109) and Others to Benefit from 15th Five-Year Plan

Stock News01-05

An analysis of inventory digestion suggests that housing prices in first-tier and major second-tier cities could stabilize in the second half of 2027, provided the macro environment remains stable and resilient. Morgan Stanley favors China Resources Land (01109) and Seazen Holdings (601155.SH) as robust shopping mall operators, which are poised to benefit from the consumption focus of the "15th Five-Year Plan" and strong policy tailwinds for REITs. The firm is also optimistic about C&D International Group (01908) and China Overseas Land & Investment (00688), as their land reserves are expected to support profit margins and help drive earnings back onto a positive growth trajectory.

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