Damo: China's real estate is optimistic about China Resources Land (01109) and others are expected to benefit from the “15th Five-Year Plan”

The Zhitong Finance App learned that Morgan Stanley released a research report saying that inventory digestion analysis shows that if the macro environment remains stable and resilient, property prices in first-tier and second-tier cities are expected to stabilize in the second half of 2027. Damo is optimistic that China Resources Land (01109) and Xincheng Holdings (601155.SH) as steady shopping mall operators will benefit from the “15th Five-Year Plan”'s emphasis on consumption and the strong policies of real estate investment trusts. The bank is also optimistic about C&D International (01908) and China's overseas development (00688). Its land reserves will support the company's profit margins and push profits back to a positive growth trajectory.