Brokerage Morning Meeting Highlights: The historical bottom of real estate stock valuation may have been established.

At today's brokerage morning meeting, China Securities Co.,Ltd. proposed supply-side optimization, suggesting to focus on industries such as steel, photovoltaic, cement, coal, and rare earths; htsc stated that domestic sales of household appliances are improving with stable exports, focusing on two major themes for the year 2025; China International Capital Corporation believes that the historical bottom of real estate stock valuation may have been established.

cls.cnNov 18 19:13 ET

Changsha's housing provident fund introduces new policies: the minimum down payment ratio for the first and second set of housing is 20%, and the maximum loan amount can be increased to four times.

①Employees' families purchasing their first or second improved self-occupied housing applying for housing provident fund loans, the minimum down payment ratio is uniformly adjusted to 20%; ②The maximum loan amount for high-level talents in categories A, B, C, and D purchasing their first self-occupied housing can be increased to four times the maximum loan amount in Changsha.

cls.cnNov 18 08:26 ET

Real estate policies continue to stimulate real estate stocks, r&f properties rose more than 5%.

① What are the main contents of the "Notice on Canceling the Standards for Ordinary Housing"? ② How do market policies affect the real estate market?

cls.cnNov 18 01:13 ET

Among first-tier cities, shanghai was the first to cancel the standard for regular and non-regular residential properties, and it has comprehensively reduced the cost of housing trade taxes and fees.

① Shanghai is the first of the four first-tier cities to abolish the standards for ordinary and non-ordinary residential properties, and it is expected that the other three first-tier cities will also quickly eliminate the relevant standards. ② The latest policies in Shanghai will reduce personal income tax and housing transaction tax, making transaction costs more reasonable, while better meeting residents' replacement needs; these measures will enhance the confidence of market participants and are beneficial for further stabilizing market expectations.

cls.cnNov 18 00:55 ET

The Zhongzi Research Institute: Last week, the year-on-year increase in the housing market was significant, with 1.46 million square meters of residential land transacted in 40 large and medium-sized cities.

The China Real Estate Research Institute stated in a document that last week the overall real estate transaction volume decreased compared to the previous week, but increased year-on-year, with first-tier cities leading the year-on-year increase at 43.34%.

Zhitong FinanceNov 17 18:43 ET

Insiders Are the Top Stockholders in LVGEM (China) Real Estate Investment Company Limited (HKG:95), and the Recent 16% Drop Might Have Disappointed Them

Simply Wall StNov 14 23:02 ET