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Brokerage morning meeting highlights: The effect of the real estate market stabilizing after the decline may gradually become apparent, and the Industry valuation may rise.
At today's Brokerage morning meeting, HTSC proposed that the enhancement of Technology attributes may elevate the valuation levels of symbols related to the gaming Industry; Soochow believes that the short-term adjustment in the Construction Machinery Sector does not change the positive trend for the entire year; Galaxy Securities stated that the effects of the real estate market stabilizing may gradually become apparent, and the Industry valuation may rise.
COUNTRY GARDEN (02007.HK) will hold a Board of Directors meeting on March 28 to approve the annual performance.
Gelonghui reported on March 18 that COUNTRY GARDEN (02007.HK) announced that the Board of Directors will hold a meeting on March 28, 2025, to approve the release of the annual performance announcement for the year ending December 31, 2024, including the company's subsidiaries.
COUNTRY GARDEN: DATE OF BOARD MEETING
Ke Rui Real Estate Research: It is expected that in the first half of the year, major cities will see more Bullish Signals in housing prices.
Kerry Real Estate Research states that thanks to a series of measures such as boosting Consumer spending and stabilizing Asset prices, the housing prices in large and medium-sized cities will welcome more Bullish Signals, and the warmth of the new housing price Index will also accelerate its transmission to the second-hand housing market.
A combination of policies has activated market confidence, and COUNTRY GARDEN has risen nearly 4%, leading Real Estate stocks.
① What are the main driving factors for the rebound of Real Estate stocks? ② After local policies in places like Shenzhen are strengthened, which types or regions of real estate companies will benefit first?
National Bureau of Statistics: From January to February, national Real Estate Development investment reached 1,072 billion yuan, a year-on-year decrease of 9.8%.
According to the National Bureau of Statistics announcement, from January to February, nationwide Real Estate Development investment reached 1,072 billion yuan, a year-on-year decrease of 9.8%, with the decline narrowing by 0.8 percentage points compared to the annual total from last year; among this, Residence investment was 805.6 billion yuan, down 9.2%, with the decline narrowing by 1.3 percentage points.
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