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Hong Kong stocks abnormal movement | Mainland real estate stocks collectively open high. First-tier cities officially announce the cancellation of ordinary residential and non-ordinary residential standards. Radiance hldgs (09993) soared 25%.
Mainland real estate stocks collectively opened high, as of the time of publication, radiance hldgs (09993) rose by 25.56% to HK$4.47; r&f properties (02777) rose by 5.82% to HK$2; sunac (01918) rose by 4.09% to HK$2.8; greentown china (03900) rose by 3.31% to HK$9.62.
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.
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.
The Southbound funds net bought over 13.5 billion Hong Kong dollars on November 18, significantly grabbing shares of the three major ETFs while sunac had continuous outflows.
① The southbound funds traded approximately 61.2 billion Hong Kong dollars that day, which stocks are experiencing continued inflow? ② The inflow of funds into alibaba exceeded 0.7 billion Hong Kong dollars, how did the stock price perform?
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?
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.
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