Country Garden's stock (02007.HK) surged 7.59% in intraday trading, as the Chinese real estate sector experienced a broad rally. Other major players in the sector also saw significant gains, with SUNAC up 14%, Shimao Group up 10%, R&F Properties up 9.8%, and China Vanke up 6%.
The rally in real estate stocks appears to be fueled by positive financing news for the sector. According to monitoring data from the China Index Academy (CIA), total bond financing for real estate enterprises in China reached RMB45.43 billion in March 2025. This represents a month-on-month increase of 1.04 times compared to February's RMB22.3 billion, signaling improved liquidity and investor confidence in the sector.
The financing structure breakdown reveals that credit bond financing in the real estate sector accounted for the majority at RMB33.21 billion (73.1% of the total), while ABS financing contributed RMB12.22 billion (26.9%). This substantial increase in financing availability could potentially ease the liquidity crunch that has been plaguing Chinese real estate developers, including Country Garden, and may contribute to a more stable outlook for the sector.
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