The Real Estate sales sector has shown signs of temporary stabilization, and related sectors are expected to experience positive changes.
① According to media reports, it has been learned that several first-tier cities are studying and preparing policies related to stabilizing the real estate market. ② Kaiyuan Securities predicts that policy adjustments in first-tier cities will provide strong support on the demand side and gradually improve expectations for housing prices, which will in turn radiate to second- and third-tier cities, gradually achieving stabilization in housing prices and improving the fundamentals of the real estate market.
Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.
① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.
After leading Qinghai Salt Lake Industry for 5 years, Ren Hongwei resigns as Chairman, with the controlling shareholder recommending a new Director candidate | Quick Announcement
① Qinghai Salt Lake Industry announced that Ren Hongwei has applied to resign from the position of director of the Ninth Board of Directors, also resigning as Chairman, while Wang Xiangwen has resigned from the position of President but remains a director; ② On the same day, Qinghai Salt Lake Industry announced the recommendation of Mr. Hou Zhaofei as a candidate for the company's Ninth Board of Directors; Hou Zhaofei is currently the Chairman of Minmetals Salt Lake, Secretary of the Party Committee, and a member of the Party Committee and Deputy General Manager of China Salt Lake Group.
Private real estate companies' bond financing broke through, with bond issuance in January increasing by 8.2 percentage points compared to the previous month.
According to data released today by the China Index Academy, a total of four private and mixed-ownership real estate companies completed the issuance of credit bonds in January, namely Greentown, Hangzhou Binjiang Real Estate Group, MIDEA REAL EST, and New Hope Liuhe, with a total issuance amount of 3.9 billion yuan; Additionally, according to monitoring data from E-Han Think Tank, in January of this year, the bond issuance scale of private real estate companies accounted for 8.2% of the total issuance, an increase of 8.2 percentage points month-on-month.
Haoxiangni faces a difficult profitability dilemma, expecting net income to be in the red for three consecutive years | Interpretations
① Haoxiangni expects a net income loss of between 52 million yuan and 75 million yuan last year, marking the third consecutive year of losses; ② Based on the third-quarter report, the revenue growth of Haoxiangni is accompanied by high sales expenses. ③ With the support of concepts such as 'WeChat Small Shop', Haoxiangni has recently been favored in the secondary market, but the company indicates that the income from this channel is relatively low.
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