The performance of major real estate companies in Hong Kong is improving! The momentum of real estate recovery continues to be released

As a benchmark enterprise in the Hong Kong real estate market, Sun Hung Kai Properties has particularly outstanding performance. Data shows that in the second half of 2025, the company achieved a revenue of HKD 52.705 billion, a significant year-on-year increase of 31.98%; The profit attributable to shareholders amounted to HKD 10.247 billion, with a year-on-year increase of 36.21%. Both revenue and profit growth reached new highs, delivering a performance far exceeding the industry average. Behind this impressive performance, it cannot be separated from the overall environment support of the recovery of the Hong Kong real estate market, and is also due to the company's precise layout and stable business strategy. It is reported that the company's performance growth during the period mainly relied on the strong momentum of the property development sector. Its residential projects such as "SIERRA SEA" in Xisha and "Qide Tianxi · Tian Phase 2" continued to sell well, and the contract sales in the Hong Kong market contributed significantly. At the same time, the high-quality investment properties held by the company also provided stable regular income support, effectively hedging the risk of industry cycle fluctuations.

Complementing the comprehensive high growth of Sun Hung Kai Properties, New World Development's performance has shown a positive transformation of "narrowing losses and improving core performance". In the second half of 2025, the company's shareholders' share of losses amounted to HKD 3.73 billion, a year-on-year decrease of 44% compared to the same period last year. The trend of narrowing losses is evident, reflecting the continuous improvement of the company's operating conditions. More noteworthy is the outstanding performance of the company's core business, with residential sales in Hong Kong reaching HKD 10.3 billion during the period, setting a new high since 2021 and becoming the core driving force for improving the company's performance. The breakthrough in this sales data not only benefits from the favorable policies and market environment such as the Hong Kong real estate market's "cooling off" and interest rate decline, but also reflects the sustained release of market demand and the company's advantages in residential project layout and product development.

The improved performance of the two major real estate companies is not an isolated case, but a vivid reflection of the overall recovery of the Hong Kong property market. Since 2025, the private housing market in Hong Kong has gradually bottomed out and stabilized, with a synchronous recovery trend in both quantity and price. The annual registration volume of building transactions has reached a four-year high, and residential transactions have significantly increased year-on-year. The rental market has also rebounded, with rental returns exceeding mortgage rates, activating various types of real estate demand. Behind this recovery trend is the resonance of multiple factors such as "limiting supply, increasing capacity, and attracting demand": the Hong Kong government actively controls the supply of residential land, and inventory levels gradually decline; The Federal Reserve's interest rate cuts have driven down mortgage rates and improved residents' ability to purchase homes; The continuous efforts of talent policies such as "Gaocai Tong" and the introduction of a large number of new housing demands have provided solid support for the improvement of housing enterprises' performance.

Industry insiders have analyzed that the performance of Sun Hung Kai Properties and New World Development confirms the sustainability of Hong Kong's property market recovery and provides direction for the industry's future development. Sun Hung Kai Properties continues to lead the industry recovery with abundant land reserves and high-quality project layouts; New World Development has achieved steady improvement in its operating conditions by focusing on its core residential business, with a dual performance of narrowing losses and setting new sales records, demonstrating the effectiveness of its transformation and adjustment.