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Hong Kong stocks closed (05.23) | Hang Seng Index closed down 1.7%, fell to Wanjiu Customs Network, non-ferrous stocks fell by 5% Alibaba - SW (09988) plummeted 5%
Hong Kong stocks fell under pressure throughout the day. The Hang Seng Index fell below the 19,000 mark. At one point, the Hang Ke Index fell close to 3% at the end of the session. At the close, the Hang Seng Index fell 1.7%, or 326.89 points, to 18868.71 points.
CITIC Construction Investment Securities: China Real Estate Has Entered the “Consumer Goods Era”
To understand the current reality of real estate in China and the direction of China's real estate policy, we need to pay full attention to the fact that real estate in China has moved from one big era (era of investment goods) to another (era of consumer goods).
Changes in Hong Kong stocks | Domestic housing stocks are picking up in early trading, and many places are following up and implementing real estate policy adjustments, and real estate fundamentals are expected to improve
Domestic housing stocks picked up in early trading. As of press release, China Overseas Hongyang Group (00081) rose 6.07% to HK$2.27; Shimao Group (00813) rose 6.67% to HK$1.28; Xuhui Holdings (00884) rose 3.09% to HK$0.5; and Vanke Enterprise (02202) rose 4.15% to HK$7.03.
Domestic housing stocks rose across the board, and Shimao Group (00813) rose 6.67%. Institutions say the current period may be a rare window for further adjustments to real estate sales side policies
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 general government departments can effectively change the real estate market
Open Source Securities: Real estate investment and sales data continued to be low in April, and the market is still adjusting
Open Source Securities released a research report saying that after the Politburo meeting on April 30, the central government introduced a number of loose home purchase loan policies. Various regions lifted purchase restrictions in core cities such as Hangzhou and Xi'an due to city policies. The policy side was more active than before.
SDIC Securities: The new real estate policy goes hand in hand, and the collection and storage of state-owned assets is expected to accelerate and continue to be optimistic about the performance of building materials in the good production chain
The real estate industry has ushered in major favorable policies. Purchase restrictions have been relaxed in many places, and mortgage relaxation policies have exceeded expectations. Trade-in and state-owned assets collection and storage are expected to accelerate. The sales side and financing side are taking multiple measures together to help the building materials industry recover demand and improve repayments, and priority benefits for consumer building materials in the real estate chain.
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