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

Hong Kong Stock Concept Tracking | Shanghai adjusts and optimizes property market policies, institutions are optimistic that real estate recovery will spread from core cities to other cities

The real estate market is experiencing a wave of recovery spreading from core cities to other cities.

Zhitong FinanceMay 27 23:29 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

Yuexin Health (002162.SZ): The company's ceramic tiles are currently not supplied to Vanke, Country Garden, or Poly

Gelonghui, May 21丨Yuexin Health (002162.SZ) said on the investor interactive platform that the company's ceramic tiles are currently not supplied to Vanke, Country Garden, and Poly.

Gelonghui FinanceMay 21 03:30 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