Dongxing Securities: In September, the month-on-month residence prices in various tiered cities continued to decline, with the largest decrease in second-hand residence prices in first-tier cities.

The intensification of the "white list" and the principle of marketization play a good role in credit support for high-quality real estate companies that still have market-oriented operation capabilities, with longfor group (00960) and others expected to benefit.

Zhitong FinanceOct 18 09:11 ET

In September, the month-on-month decline in housing prices in 70 cities narrowed, enhancing the signal of real estate "stabilizing after the decline".

①In September, the selling prices of residential commodities are still in a downward trend, however, the downward trend has slightly slowed down, showing initial signs of improvement; ②Analysts predict that in October, the price declines of new and second-hand houses in 70 cities will further narrow.

cls.cnOct 18 03:22 ET

Citic Securities: Repurchasing land to reduce market supply, increasing core urban demand for monetary resettlement.

Monetized relocation of urban villages is also beneficial for increasing short-term market demand.

Zhitong FinanceOct 17 21:52 ET

Hong Kong stocks concept tracking | Real estate whitelist crediting scale expansion is bullish for stabilizing the industry chain (with concept stocks)

The expansion of the support amount for the 'white list' in this project helps to further alleviate delivery risks.

Zhitong FinanceOct 17 21:39 ET

Policy is bullish, why did the real estate sector fall instead? Public interpretation of the meeting of the Ministry of Housing and Urban-Rural Development and other five departments.

Why did the real estate sector fall instead under the bullish news? Public discussion on the Ministry of Housing and Urban-Rural Development's new policy of 'two increases'. Institutions pointed out that the combination of the Ministry of Housing and Urban-Rural Development conference and fiscalized debt policies reflects the strength of the policies.

cls.cnOct 17 19:35 ET

shanghai introduces new housing provident fund policy to lower the threshold for purchasing second homes for improvement purposes.

①"In Shanghai, the commercial loan interest rate for the second housing is higher than the housing provident fund loan rate, so most home buyers choose a combination loan to reduce the monthly payment pressure. Therefore, adjusting the down payment ratio of the housing provident fund loan in Shanghai will play a certain role in reducing the threshold for this type of demand. " ② The analyst believes that the starting point of Shanghai's housing provident fund policy is to match the down payment ratio policy of commercial loans in order to further stimulate the vitality of demand for improved housing.

cls.cnOct 17 08:13 ET