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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.
[Brokerage Focus] ICBC International points out that the real estate market adjustment may be coming to an end.
Jingu finance news | CCB international said that according to statistics from the National Bureau of statistics, the Chinese real estate market showed significant improvement in June, mainly due to the promotion of the policies of "430" and "517". In June, the prices of new and second-hand houses in 70 major cities in China were declining both on a month-on-month and year-on-year basis, despite the more obvious seasonal impact in 2024, indicating that the downward trend in house prices was further intensified in June. The bank pointed out that, as previously reported, it is expected that the real estate market will gradually improve its fundamentals under the promotion of the "430" and "517" policies, although no major policies have been introduced in the past two months.
Dongxing Securities: April is the nadir of policies and emotions. The fundamentals of the real estate industry are clearly improving at present.
April is a low point in policies and emotions. The current policy measures and real estate industry fundamentals have both improved significantly compared to April.
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.
GTJA: Maintains the shareholding rating for Greentown China (03900), with continued improvement in sales margins of self-funded projects in June.
The main reason for the improved performance of Greentown China (03900) in June was due to a significant year-on-year increase in the sales scale of self-investment projects.
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.
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