Certain mainland property stocks demonstrated active performance during the session. At the time of writing, Radiance Holdings (09993) rose 6.29% to HK$1.52, while R&F Properties (02777) gained 6.12% to HK$0.52. SHIMAO GROUP (00813) increased by 3.47% to HK$0.179, LOGAN GROUP (03380) advanced 3.13% to HK$1.32, and CIFI Holdings Group (00884) climbed 2.63% to HK$0.078.
Market observers note that Xiangcai Securities believes Shanghai's significant relaxation of home-purchase restrictions and provident fund loan policies ahead of the traditional March sales peak is expected to stimulate concentrated demand release in the short term. This move could activate the property replacement chain between primary and secondary markets and boost market confidence. The securities firm suggests there remain trading opportunities in the property sector during March, particularly driven by expectations for additional property policies during the Two Sessions and the performance of spring sales data.
Kaiyuan Securities highlighted three key investment themes for the property sector in 2026: valuation recovery amid policy support, premium pricing for quality housing, and asset allocation opportunities from rental yield recovery in core cities. The brokerage noted that central and local governments have signaled clear policy shifts early this year, while declining land acquisitions and new construction starts indicate accelerated supply-side consolidation. Developers with mature systems and premium product lines are expected to benefit from sales premiums and margin advantages. The firm also suggested monitoring rental return recovery in key cities, following Hong Kong's industry-population-rent transmission model.
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