Jinwu Financial News | Domestic housing stocks rose across the board. As of press release, Shimao Group (00813) rose 6.67%, China Overseas Hongyang Group (00081) rose 6.07%, Xuhui Holding Group (00884) rose more than 5%, and Agile Group (03383) and Vanke Enterprise (02202) all rose more than 3%.
According to the news, the China Merchants Macro Research Report said that currently it may be a rare window period for further adjustments to real estate sales side policies. In a situation where supply is relatively stable, marginal improvement on the demand side can be driven by removing inventory. The acquisition of assets by a broad government department can effectively change the relationship between supply and demand in the real estate market. The expansion of government departments is also a successful experience in solving real estate issues overseas. Furthermore, inventory removal is a more market-based policy plan, and it is also a policy measure that the capital market has been looking forward to. As a result, removing inventory and returning to the real estate policy toolbox received a positive response from asset prices.