On May 9, near noon, the leading housing enterprises pulled up in a straight line. By midday, Binjiang Group was up nearly 7%, investment promotion Shekou, investment surplus, Poly Development rose more than 4%, Vanke A, Lujiazui, Dayue City, Shanghai Lingang and other stocks rose more than 3%. In terms of popular ETF, the floor price of real estate ETF (159707), which represents the market of A-share leading real estate enterprises, soared, closing up 3% by midday.Houseoffun200freespins.57%, with a half-day turnover exceeding 47 million yuan.
On the face of the news, Hangzhou announced this morning that housing purchase restrictions would be completely abolished, and non-registered residents who have obtained legal property rights in the city can apply for settlement, causing extensive discussion in the market, and opening up the further liberalization of the purchase restriction policy in the follow-up first-tier cities.Houseoffun200freespinsThe space of imagination.
Earlier, the real estate industry once again ushered in the new tone of the high-level meeting at the end of April. The meeting pointed out for the first time that the overall study of policies and measures to digest the stock of real estate and optimize incremental housing is of directional significance. Following the relaxation of purchase restrictions in Beijing and Shenzhen, Hangzhou has completely abolished the purchase restrictions, which is also an echo of this high-level meeting and is expected to promote market confidence and fundamental repair.
Guojin Securities pointed out that the current industry fundamentals are in the bottoming stage, various indicators have undergone a deep correction, the follow-up decline space has been limited, and the valuation of the real estate sector is at a historically low level. After the meeting of the Politburo, a new round of policies has arrived, the policies of core cities have been continuously optimized, and more supportive policies are expected to be introduced in the follow-up. The response of real estate stocks is usually faster than the recovery of fundamentals, when the bottom of real estate stocks has been basically clear, the first is the key layout of deep ploughing first-tier and core second-tier cities, focusing on improved products, with sustainable land acquisition capacity of real estate enterprises.
In terms of funds, northward funds resumed net buying, with a net purchase amount of more than 10.2 billion yuan in half a day. Foreign investors generally believe that when real estate stabilizes, the economy as a whole is optimistic, and the continuous inflow of foreign capital into the A-share market may reflect optimism about the future trend of real estate.
The layout of high-quality central state-owned enterprises and high-quality housing enterprises, it is recommended to focus on real estate ETF (159707). The data show that the real estate ETF (159707) tracks the CSI 800 real estate index and brings together 16 head high-quality real estate enterprises in the market, which has an obvious head concentration advantage in the investment direction. The equity weight of the top 10 components is more than 80%, and the central state-owned enterprise content is high! Real estate ETF (159707) is also the only industry ETF on the market that tracks the CSI 800 real estate index, with scarcity and identification.
Data sources: Shanghai and Shenzhen Stock Exchange, China Composite Index, Wind, etc.
Risk hint: real estate ETF passively tracks the CSI 800 real estate index, which is 2004 on the base day.Houseoffun200freespins.12.31, the release date is 2012.12.21, the composition of the index stocks is timely adjusted according to the compilation rules of the index, and its historical performance does not predict the future performance of the index. The rise and fall of the CSI 800 real estate index in the past five complete years is: 2023,-33.23%.Houseoffun200freespins2022,-13.06%; 2021,-13.86%; 2020,-15.02%; 2019, 26.56%. In this paper, the index stocks are only displayed, and the individual stocks are not described as any form of investment advice, nor do they represent the position information and trading trends of any fund under the manager. The risk level of the fund assessed by the fund manager is R3-medium risk, which is suitable for balanced (C3) and above investors. Any information that appears in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only and the investor is responsible for any discretionary investment behavior. In addition, any point of view, analysis and forecast in this article does not constitute any form of investment advice to the reader, nor is it liable for direct or indirect losses arising from the use of the contents of this article. Fund investment is risky, the past performance of the fund does not represent its future performance, and the performance of other funds managed by fund managers does not constitute a guarantee of fund performance, so fund investment should be cautious.
