红星美凯龙还表示，2024年地产以及家居刺激政策能有效提升市场信心，市场信心的提升意味着更高的租赁需求和稳定的租金收入；其次，政策中包括了对房企的融资支持，例如经营性贷款延期、新增贷款支持等，有助于改善公司的融资环境，降低融资成本；再次，政府鼓励家居消费，放开限购将带动家居行业回暖，公司将受益于消费市场复苏，提升经营收入；最后，地产止跌回稳，也将有利于提升公司持有的大量投资性房地产的资产价值，进而提升公司的资产质量和财务表现。RS MACALLINE (01528) surged over 14% during intraday trading, and as of the time of writing, it has increased by 14.04%, trading at 2.03 Hong Kong dollars, with a turnover of 38.5992 million Hong Kong dollars.
According to the Zhigong Financial APP, RS MACALLINE (01528) surged over 14% during the trading session, as of the time of writing, it rose by 14.04%, priced at 2.03 HKD, with a trading volume of 38.5992 million HKD.
In terms of news, according to market reports, on January 1, RS MACALLINE stated that research shows the replacement demand in household appliance consumption is greater than in home furnishing, where the latter is more about the rigid demand brought about by transactional properties. Regions where subsidies have run out are reflecting consumers' wait-and-see attitude. As the real estate data improves, the rigid demand for transactional properties combined with consumer subsidy policies will continue to drive home consumption in 2025. Additionally, the replacement demand for home furnishings also needs to be further explored by retail spaces and brands.
RS MACALLINE also mentioned that the real estate and home furnishing stimulus policies in 2024 can effectively enhance market confidence. An increase in market confidence means higher rental demand and stable rental income. Furthermore, the policies include financing support for real estate companies, such as extensions on operational loans and new loan support, which can help improve the company's financing environment and reduce financing costs. Furthermore, the government encourages home consumption, and the relaxation of purchase restrictions will stimulate a recovery in the home furnishing industry, benefiting the company from the recovery of the consumer market and increasing operational income. Finally, the stabilization of the real estate market will also benefit the enhancement of the asset value of the large amount of investment properties held by the company, thus improving the quality of the company's assets and financial performance.
In conclusion, the recent bullish policies in real estate and consumption have a significant positive impact on the company.