天风证券指出，需求测，中央层面政策调整后，预计各地未来将有更多需求刺激举措落地，同时市场或将等待成交量边际变化以检验政策效力，在此期间博弈行情或有望延续。供给侧，政府收储模式的开启将推动房企的资产修复，融资协调机制也有望继续发力，行业供给侧改革或接近尾声，信用修复利好行业信心稳固。短期继续看好供需政策双向发力对板块行情的持续驱动。Gemdale Corporation (600383.SH) received capital chase today and rose by 5.57% to 3.22 yuan, with a turnover of 9.24 yuan at the close, briefly touching the limit up.
Financial information app, Zhitong Caijing, learned that Gemdale Corporation (600383.SH) received capital chase today and rose by 5.57% to 3.22 yuan, with a turnover of 9.24 yuan at the close, briefly touching the limit up.
In terms of news, Gemdale Corporation announced that it achieved a contracted area of 0.439 million square meters and a contracted amount of 6.1 billion yuan in July 2024. From January to July 2024, the company has achieved a cumulative contracted area of 2.842 million square meters and a cumulative contracted amount of 42.21 billion yuan.
Tianfeng Securities pointed out that, after policy adjustments at the central level to stimulate demand, it is expected that more demand-stimulating measures will be implemented locally in the future. At the same time, the market may wait for marginal changes in transaction volume to test the effectiveness of policies. During this period, there may be a continued trading market. On the supply side, the opening of the government's land reserves system will push real estate enterprises to repair their assets, and financing coordination mechanisms are also expected to continue to exert their power, with industry supply-side reforms approaching the end, credit repair being a boon to industry confidence. In the short term, bullish on the continued driving force of the sector's trends from the dual forces of supply and demand policies.
