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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.
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.
Hong Kong stocks are moving differently | Mainland real estate stocks collectively rise, highlighting the effect of real estate support policies, with a significant narrowing of the year-on-year sales decline in October.
Mainland real estate stocks collectively rose. As of the time of writing, R&F Properties (02777) increased by 7.47%, priced at 1.87 HKD; China Vanke (02202) increased by 4.69%, priced at 6.69 HKD; Sunac (01918) increased by 3.46%, priced at 2.69 HKD.
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