China Index Academy: From January to July, the total amount of land acquired by the top 100 real estate enterprises nationwide was 430.71 billion yuan, a year-on-year decrease of 38.0%.
On August 1st, Zhongzhi Research Institute released a document stating that from January to July 2024, the total land acquisition of the TOP100 enterprises was 430.71 billion yuan, a year-on-year decrease of 38.0%, which continued to increase by 2.2 percentage points compared to the decline from January to June.
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The State Council recently issued the "Five-year Action Plan for Deepening the Implementation of the People-oriented New Urbanization Strategy".
Ke Rui: Total demand for housing in the first half of the year continued to shrink, and the total volume of transactions in primary and secondary housing decreased by 22% year-on-year.
On July 29th, Ke Research released a statement stating that in the first half of 2024, the real estate market will continue to undergo deep adjustments, with a continuous contraction in the total demand for housing and a year-on-year decrease of 22% and a decrease of 7% compared to the previous period in the total volume of transactions for both new and existing homes.
According to Zhongzhi Research, the overall transaction volume of the real estate market increased month-on-month last week, and second-tier cities saw significant growth in transaction volume.
According to the data released by the China Index Academy, the overall transaction volume of the real estate market increased on a month-on-month basis last week, with significant increases in second-tier cities. The overall inventory ratio decreased slightly. The residential land transaction volume in 40 large and medium-sized cities was 1.06 million square meters, with a land transfer fee of 5 billion yuan.
Sinolink Securities: Third Plenary Session of the 18th CPC Central Committee first proposed real estate. Second-hand housing prices in Beijing and Shanghai increased month-on-month.
The communique of the Third Plenary Session on the policy front first proposes to prevent and resolve real estate risks and point out the direction of future real estate development. It is expected that the previous policy of destocking will accelerate its implementation, restrictive policies will continue to be relaxed, and the new model of "indemnificatory apartments + commodity apartments" will accelerate its construction, speeding up the process of market stabilization.
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According to Zhongzhi Research Institute, the merger and acquisition activity in the real estate industry continued to increase in June.
According to Zhongzhi Research Institute monitoring, there were 17 merger and acquisition trades in the real estate industry in June 2024, an increase of 2 compared to the previous month.
GF Sec: Land Activation Fund Established, New Home Sales Turn Positive year-on-year in early July.
GF sec released research reports stating that the state-owned assets supervision and administration commission has set up a special fund for land consolidation with a total size of 30 billion yuan and requires central SOEs to report pilot projects to try to solve the problem of long-term high inventory in the real estate market. On the local policy side, this week still mainly focuses on relaxing housing provident fund policies and providing housing subsidies to boost demand, and various regions are still exploring new policies to stimulate demand.
htsc: The land market supply and demand continues to be weak, focusing on real estate companies with core urban resources.
The land market is still weakly running in the first half of 2024, and the trend of shrinking volume continues, while the previously maintained rising transaction average price also decreased year-on-year in the first half of the year.
HTSC: Stabilization of housing prices in Beijing and Shanghai sends bullish signals and is expected to accelerate the recovery of the real estate market.
HTSC stated that several volume and price indicators in first-tier cities have shown improvement compared to the previous period. In particular, the cessation of the decline in housing prices in Beijing and Shanghai has conveyed bullish signals, and it is expected to accelerate the expectation of real estate market recovery. It is still necessary to continue to monitor the sustainability of the recovery of volume and price in core cities.
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htsc: There are signs of real estate sales recovery after the new policy.
HTSC stated that since 517, there have been signs of real estate sales recovery.
Ke Rui: In the first half of the year, the total amount of land acquired by the top 100 real estate companies decreased by 40% year-on-year, which is the largest decline since 2023.
Overall, in the first six months, corporate investment has continued to shrink. The total amount of land acquired by the top 100 investors in the first half of the year decreased by 40% year-on-year, the largest decline since 2023.
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HTSC: China's mortgage rates may still have room to fall and remain bullish on the valuation repair of the real estate sector.
HTSC remains bullish on the real estate sector's valuation recovery, focusing on robust real estate developers with more resources in core cities and improved product capabilities, as well as property management companies with resilient performance, stable cash flow, and generous dividends.
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