Open Source Securities: Inventory pressure still exists in the property market, and subsequent financing progress is still worth paying attention to

According to incomplete statistics from Open Source Securities, as of May 28, 2024, 14 provinces (including Shenzhen, Shanghai, and Guangzhou) have introduced “trade-in” policies for commercial housing. Among them, Jiangsu, Shandong, and Zhejiang have implemented the most cities. In terms of urban energy levels, first-tier cities Shenzhen, Shanghai, and Guangzhou have successively implemented “trade-in” policies, and third-tier cities have implemented more “trade-in” policies.

Zhitong FinanceMay 29 01:55 ET

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).

Zhitong FinanceMay 22 02:38 ET

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.

Zhitong FinanceMay 20 22:43 ET

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.

Zhitong FinanceMay 20 03:14 ET

China Likely to Roll Out More Property Easing Measures, GS Says

China is likely to roll out more property easing measures, especially on the demand side, Goldman Sachs analysts say in a research note. China's new housing stimulus measures announced Friday could st

WSJMay 19 22:49 ET

China Eases Mortgage Rules in Latest Push to Aid Property Sector

Beijing has eased mortgage rules and urged local governments to buy unsold houses in some of policy makers' boldest moves yet to revive the property sector. Financial regulators said Friday that they

Dow JonesMay 17 02:18 ET