Opinion index
Abstract: The centralized jurisdiction arrangement of the Chuanheng case has been adjusted. Vanke: The related investments in shell equity do not have a significant impact on the Group's performance. Sunac Real Estate intends to withdraw the resale of "20 Sunac 01". Hangzhou plans to supply 4816 hectares of land in 2022, of which 1103.55 hectares are residential land.
Enterprise dynamics
- The centralized jurisdiction arrangement of the Chuanheng case was adjusted.
- Vanke: The related investments in shell equity do not have a significant impact on the Group's performance.
- Vanke's cumulative contract sales in the first quarter were 106.5 billion yuan, with 41.53 billion yuan in a single month.
- Xuhui Holdings had sales of 28.74 billion yuan in the first quarter, and added 2 new project plots in March.
- Midea Real Estate's contracted sales in the first quarter were 19.98 billion yuan, and the area sold was 1.696 million square meters.
- Zhongnan Construction's sales in the first quarter were 16.32 billion yuan, and 16 new projects won bids in March.
- Yanlord Land's total contracted sales in the first quarter were RMB16.211 billion, up 24.2% year-on-year.
- Hopson's sales in the first quarter were 3.076 billion yuan, and the cumulative sales in the first quarter were 8.02 billion yuan.
- Credit Suisse: Kaisa's cooperation with Great Wall Assets is expected to boost market sentiment.
- Moody's: Zhongliang Holdings has weak operating cash flow and large maturing debt.
- Moody's assessed the weakness of Jianye Real Estate liquidity and the significant reduction in the company's cash position.
- S&P: Contracted sales of Lujin Infrastructure may decline by 15%-20% in 2022.
- Moody's said Landsea will mature a large number of offshore bonds in the next 3-6 months and liquidity will be weak.
- Midea Real Estate Invested to establish a cost consulting company with a registered capital of 2 million yuan.
capital market
- Lingang Holdings' $500 million corporate bond will pay interest on April 14 at an interest rate of 3.43%.
- Galaxy Industrial intends to issue 300 million medium-term notes with a maturity of three years.
- China Merchants Shekou: Zhao Wei Investment has reduced its holdings by a total of 8.8751 million shares of the company.
- Huayuan Real Estate "20 Huayuan 02" early delisting coupon rate of 5.50%.
- Sunac Real Estate intends to withdraw the resale of "20 Sunac 01".
- Qingdao City Investment Group will pay interest on the 2.5 billion yuan of medium votes, and the amount of principal and interest payable in the current period is 82.25 million yuan.
- Jinke shares cancelled a total of 8.29 million restricted shares, and the total share capital was reduced to 5.331 billion shares.
- Poly Development's 600 million medium-term notes will pay interest on April 22 at an interest rate of 3.49%.
- The maximum amount of the third medium-term ticket issuance of Beijing Capital Group in 2022 is 1 billion yuan, and the term is 3+N years.
Land transactions
- Hangzhou plans to supply 4816 hectares of land in 2022, of which 1103.55 hectares are residential land.
- The main urban area of Hangzhou and the West Science and Technology Innovation Corridor have each launched the first co-ownership housing project.
- Chongqing pre-supplied 27 plots in the main urban area, with a total construction area of 3.51 million square meters.
- Beijing has launched 2 new pre-applications for residential land, with a total starting price of 10.3 billion yuan.
- Zhangzhou plans to sell 8 land parcels with a total starting price of 3.33 billion yuan.
- Henan Shaolin Temple bid for 452 million yuan for a commercial land in Zhengzhou, with an area of about 38,200 square meters.
Property services
- China Merchants accumulated surplus won the bid for two industrial park projects in Tianjin Digital Industrial Park and Putian Innovation Park.
- Times Property acquires 100% equity interest in Jianmei Property.
Innovative business
- Xigaoxin public tender REITs project manager, the underlying asset is software new city phase II.
- The Ministry of Culture and Tourism and other six departments: by 2025, the effective mechanism for cultural industry to empower rural revitalization will be basically established.
Industry Policy
- Taizhou adjusted the provident fund loan: the maximum amount of the first mortgage for the first house of a three-child family was increased by 20%.
- Gansu: Increase the maximum amount of personal housing loans of the housing provident fund, and adjust the maximum amount to 700,000 yuan.
Data study
- Guiyang's housing provident fund contribution in 2021 reached 13.436 billion yuan, an increase of 15.60% year-on-year.