Limit-up! Continuous bullish news! Hong Kong real estate and mainland real estate stocks continue to strengthen!

Last week, the Central Political Bureau meeting first mentioned 'activating the capital markets and boosting investor confidence,' this statement reflects the important role of the capital markets in stabilizing the economy and boosting confidence. At the same time, the China Securities Regulatory Commission recently stated at a mid-term work symposium that comprehensive measures will be taken from the investment side, financing side, trading side, etc., to work together to ensure the thorough implementation of the Party Central Committee's major policies in the field of capital markets.

After this news came out, the Hong Kong stock market instantly reversed its decline.

However, there have been continuous bullish news thereafter, continually boosting the strong upward limit of Hong Kong real estate and mainland real estate stocks!

Over the weekend, the real estate market received positive signals. Ni Hong, the Minister of Housing and Urban-Rural Development, stated at a recent enterprise symposium that efforts will continue to consolidate the stable recovery of the real estate market, vigorously support rigid and improved housing demand, further implement policies such as reducing the down payment ratio and loan rates for purchasing the first home, tax reductions for upgrading housing, and policies like 'recognizing the property without recognizing the loan' for personal housing loans; continue to do a good job in building acceptance, accelerate project construction and delivery, effectively protect the legitimate rights and interests of the people.

On July 30th, the Shenzhen Housing and Urban-Rural Development Bureau stated that, in conjunction with relevant departments in Shenzhen, central agencies in Shenzhen, and various districts, they will implement and better meet the rigid and improved housing needs of residents based on the actual situation of the real estate market in Shenzhen.

In terms of stock investment strategy, if the above-mentioned development end demand support policies are gradually implemented in the future, it is expected to have a dual boosting effect on real estate services stocks in terms of performance realization certainty and investor risk preference.

It is recommended to focus on three main themes: first, to lay out the fundamental transparency and stable operation of the top-tier physical enterprises at a low point, in order to grasp the relative elasticity when beta expectations stabilize upward; second, to focus on the alpha-type opportunities of real estate development market supply-side structural changes that benefit from key construction targets; and third, to capture the long-term market cap growth opportunities of specific leading physical enterprises as their brand advantages and core competitive strengths gradually materialize in terms of brand advantages and cost control.

Boosted by multiple bullish news, real estate stocks remained strong in early trading.

In early trading today, the Hong Kong stock real estate sector surged significantly. As of the time of publication $SKYFAME REALTY (00059.HK)$ rose by more than 43%, $R&F PROPERTIES (02777.HK)$ rose by more than 24%, $KAISA GROUP (01638.HK)$ rose by more than 19%, $MIDEA REAL EST (03990.HK)$ rose by more than 18%, $POWERLONG (01238.HK)$ Rises more than 16%, $SUNAC (01918.HK)$ Rises more than 14%, $KWG GROUP (01813.HK)$ Rises more than 13%.