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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.
Hong Kong stocks surge: most mainland real estate stocks rebound in early trading, and the decline in new home sales in June narrows. Guangzhou's mortgage interest rates have been lowered again.
Mainland real estate stocks rebounded in early trading. As of press time, Shimao Group (00813) rose by 9.88% to HKD 0.89, and Sino-Ocean Group (03377) rose by 4.17% to HKD 0.375.
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.
Mainland real estate stocks fell across the board. Agile Group (03383) fell by 3.47%. From today on, personal mortgage loans for housing projects with a capped main structure will be strictly implemented.
Inside the mainland real estate sector, the decline continued. As of press time, Agile Group (03383) fell by 3.47%, CIFI Hold GP (00884) fell by 3.03%, China RES Land (01109) fell by 1.79%, Sunac (01918) and China Vanke (02202) followed suit. In terms of news, it has been reported that several commercial banks in Shenzhen have required that personal housing mortgage loans can only be lent after the main structure has been capped. In other words, banks will only issue personal housing mortgage loans for housing projects in which the main structure has already been topped off. The relevant regulations will be formally implemented from the 5th. Bank of China.
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