Rise and stop! The benefits keep coming! Hong Kong real estate domestic real estate stocks continue to strengthen!

Last week, the Politburo meeting of the Central Committee first proposed “invigorating the capital market and boosting investor confidence”. This statement shows the important role of the capital market in stabilizing the economy and boosting confidence. Meanwhile, the Securities Regulatory Commission recently stated at a mid-term work symposium that it is necessary to adopt comprehensive policies on the investment side, financing side, transaction side, etc., and make concerted efforts to ensure that the Party Central Committee's major policies are implemented without compromise in the capital market field.

As soon as this news came out, Hong Kong stocks instantly reversed their decline.

However, since then, positive news has continued to cheer up the strong rise and fall of Hong Kong real estate and domestic real estate stocks!

Over the weekend, the property market sent positive signals. Ni Hong of the Ministry of Housing and Urban-Rural Development said at an enterprise symposium held recently that it is necessary to continue to consolidate the steady upward trend in the real estate market, strongly support demand for rigid and improved housing, further implement policies and measures such as reducing the down payment ratio and loan interest rate for the purchase of a first home, improving housing exchange tax relief, and “no loan required to buy a house” for personal housing loans; continue to do a good job of securing the construction and delivery of projects to effectively protect the legitimate rights and interests of the masses.

On July 30, the Shenzhen Housing and Construction Bureau stated that it will take into account the actual real estate situation in Shenzhen and work with relevant municipal departments, central agencies in Shenzhen and all districts to implement it to better meet residents' needs for rigid and improved housing.

In this regard, in terms of stock investment strategies, if the above development-side demand support policies are gradually implemented, it is expected to double boost real estate service stocks in terms of performance implementation certainty and investors' risk appetite.

It is recommended to focus on three main lines: one is to seize the relative flexibility of beta expectations when the beta is expected to stabilize and rise; the second is to focus on the alpha opportunities of proxy construction, which are the key benefits of supply-side structural changes in the real estate development market; and the third is to seize long-term market value growth opportunities for specific leading property companies under the gradual implementation of core competitiveness such as brand advantage and cost control.

Real estate stocks continued to be strong in early trading, boosted by multiple positive news.

In early trading today, the Hong Kong stock real estate sector strengthened sharply. As of press release $SKYFAME REALTY(00059.HK)$ An increase of more than 43%, $R&F PROPERTIES(02777.HK)$ Up more than 24%, $KAISA GROUP(01638.HK)$ An increase of over 19%, $MIDEA REAL EST(03990.HK)$ An increase of more than 18%, $POWERLONG(01238.HK)$ Up more than 16%, $SUNAC(01918.HK)$ Up more than 14%, $KWG GROUP(01813.HK)$ An increase of over 13%.