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Brokerage morning meeting highlights: Listed companies significantly Increase Stake & Buy Back, demonstrating determination and strength.
In today's brokerage morning meeting, Founder Securities believes that listed companies are significantly increasing their Increase Stake & Buy Back measures to demonstrate resolve and strength; China International Capital Corporation suggested that the Federal Reserve is not expected to cut interest rates in the short term, with a potential restart of rate cuts possibly in the third quarter; HTSC believes that the Real Estate property management Sector has both improvement potential and dividend value.
Market update | SUNAC rises over 5%, Mainland Real Estate stocks soar in the afternoon, with Institutions stating that both supply and demand might receive further policy support.
On the news front, on April 8, the General Office of the Ministry of Finance and the General Office of the Ministry of Housing and Urban-Rural Development issued a notice to carry out the 2025 central financial support for urban renewal actions, with the central government providing fixed subsidies to selected cities.
Brokerage morning meeting highlights: Tariff policies are disruptive, and the duty-free industry is expected to potentially benefit.
In today's brokerage morning meeting, Cathay HAITONG SEC believes that tariff policies may benefit the duty-free industry; HTSC states that the Real Estate Industry is entering a new policy window; China Securities Co.,Ltd. points out that the asset allocation model indicates an improvement in Gold signals.
According to the China Index Academy, the total bond financing amount for Real Estate companies in March was 45.43 billion yuan.
According to monitoring by the Zhongzhizhiyan Institute, the total amount of Bonds financing by real estate companies in March 2025 is 45.43 billion yuan.
POLY PROPERTY (00119.HK) achieved a total contract sales amount of approximately 14.5 billion yuan in the first quarter.
On April 7, Gelonghui reported that POLY PROPERTY (00119.HK) announced that, by March 2025, the property group achieved a contract sales amount of approximately 6 billion yuan, with a contract sales area of about 0.238 million square meters, and a contract sales average price of approximately 25,283 yuan per square meter. As of March 2025, the property group had cumulatively achieved a contract sales amount of approximately 14.5 billion yuan. The cumulative contract sales area was about 0.523 million square meters, with a contract sales average price of about 27,650 yuan per square meter.
Express News | Poly Property - March Contracted Sales Value of Approximately RMB6.0 Bln