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<Research>JPM: No Key Surprises for CN Property Sector as CEWC Ends, But Stronger Tone Means Continual Policy Support
The end of the Central Economic Working Conference (CEWC) had no major surprises for the housing sector, but the market's own expectations were not high, JPMorgan released a re...
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<Research>JPM: No Key Surprises for CN Property Sector as CEWC Ends, But Stronger Tone Means Continual Policy Support
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The end of the Central Economic Working Conference (CEWC) had no major surprises for the housing sector, but the market's own expectations were not high, JPMorgan released a research report saying. However, the stronger tone implies that policy support would continue.

Apart from studying “what's new”, it is equally important to see “what's omitted”, and it did not see any talk on financial support or ensuring home delivery this time, the broker added. The lack of mention of buying existing homes may also be a slight disappointment to the market.

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Within the broker's coverage, CHINA RES MIXC (01209.HK)  +0.100 (+0.274%)    Short selling $36.52M; Ratio 21.998%   is likely to benefit more from the CEWC's emphasis on the need for strong consumption support. JPMorgan also liked CHINA RES LAND (01109.HK)  -0.250 (-0.867%)    Short selling $91.61M; Ratio 22.195%   and POLY PPT SER (06049.HK)  -0.050 (-0.143%)    Short selling $1.71M; Ratio 6.683%   .

Historically, the sector had a tendency to show slightly negative returns in the short term after a major government meeting without key surprises.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-08-01 16:25.)

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