中泰证券指出，随着“止跌回稳”的政策定调，以及核心住房政策优化调整，未来行业数据有望随着政策的持续推出探底企稳，继续看好板块的投资机会。在核心城市政策放松以及“去库存”的推动下，建议关注布局一二线城市且业绩稳健、安全度较高的房企。Mainland real estate stocks surged during the session. As of the time of publication, r&f properties (02777) rose by 5.2%, trading at 1.82 Hong Kong dollars; sunac (01918) increased by 3.38%, priced at 2.45 Hong Kong dollars; radiance hldgs (09993) went up by 3.26%, valued at 3.48 Hong Kong dollars.
According to Zhichun Financial APP, mainland real estate stocks surged during the session. As of the time of publication, r&f properties (02777) rose by 5.2%, trading at 1.82 Hong Kong dollars; sunac (01918) increased by 3.38%, priced at 2.45 Hong Kong dollars; radiance hldgs (09993) rose by 3.26%, valued at 3.48 Hong Kong dollars; logan group (03380) was up by 2%, trading at 1.02 Hong Kong dollars.
On the news front, according to the Securities Times, in the past two days, a new round of real estate optimization policies focusing on tax cuts has been implemented in first-tier cities. At the same time, several cities, including Guangzhou, have further proposed detailed policies concerning home purchase qualifications and stockpiling. Statistics indicate that positive changes have emerged in the real estate market in October, and since November, new home online signing transactions in key cities have maintained a high level of activity. Analysts believe that the continued rollout of incremental policies demonstrates the government's determination to stabilize the real estate market under the current conditions; at this point, attitude is more important than force, and further easing is anticipated in the future.
Zhongtai securities pointed out that with the policy orientation of "stopping the decline and stabilizing the market," along with the optimization and adjustment of core housing policies, future industry data is expected to bottom out and stabilize as policies continue to be implemented. The investment opportunities in the sector remain bullish. In light of the loosening of policies in core cities and the drive to "reduce inventory," it is recommended to focus on real estate companies with stable performance and higher safety located in first and second-tier cities.
