Brokerage morning meeting highlights: Focus on sectors benefiting from domestic demand and investment opportunities in new consumer segments.

In today's Brokerage morning meeting, HTSC proposed to focus on investment opportunities in sectors benefiting from domestic demand and new Consumer sub-sectors; China Securities Co.,Ltd. stated that the decrease in Real Estate sales and new starts has significantly narrowed, showing ongoing effectiveness in stabilizing after the decline; Galaxy Securities believes that the coal and electricity regulation ability has been further strengthened, and the reconstruction of the sector's valuation is expected to accelerate.

cls.cnApr 17 20:23 ET

National Bureau of Statistics: From January to March, national Real Estate Development investment decreased by 9.9% year-on-year.

According to data from the National Bureau of Statistics, from January to March, national Real Estate Development investment reached 1990.4 billion yuan, a year-on-year decrease of 9.9% (calculated on a comparable basis); among them, Residence investment was 1513.3 billion yuan, a decrease of 9.0%.

cls.cnApr 15 22:07 ET

Brokerage morning meeting highlights: Listed companies significantly Increase Stake & Buy Back, demonstrating determination and strength.

In today's brokerage morning meeting, Founder Securities believes that listed companies are significantly increasing their Increase Stake & Buy Back measures to demonstrate resolve and strength; China International Capital Corporation suggested that the Federal Reserve is not expected to cut interest rates in the short term, with a potential restart of rate cuts possibly in the third quarter; HTSC believes that the Real Estate property management Sector has both improvement potential and dividend value.

cls.cnApr 10 20:14 ET

Brokerage morning meeting highlights: Tariff policies are disruptive, and the duty-free industry is expected to potentially benefit.

In today's brokerage morning meeting, Cathay HAITONG SEC believes that tariff policies may benefit the duty-free industry; HTSC states that the Real Estate Industry is entering a new policy window; China Securities Co.,Ltd. points out that the asset allocation model indicates an improvement in Gold signals.

cls.cnApr 9 20:46 ET

The era of "good houses" has begun! The new regulations from the Ministry of Housing and Urban-Rural Development raise the standards for Residences, which will create what kind of "catalyst effect"?

① The Ministry of Housing and Urban-Rural Development today released the national standard "Residential Project Specification," which is significant as it not only pertains to the improvement of building standards but will also impact the supply and demand structure, development logic, and consumer trends in the Real Estate market; ② Following the publication of the "Specification," a series of related issues have drawn attention from various parties, including whether it will increase construction and installation costs, and whether it will impact existing projects on sale.

cls.cnMar 31 11:20 ET

Brokerage morning meeting highlights: The effect of the real estate market stabilizing after the decline may gradually become apparent, and the Industry valuation may rise.

At today's Brokerage morning meeting, HTSC proposed that the enhancement of Technology attributes may elevate the valuation levels of symbols related to the gaming Industry; Soochow believes that the short-term adjustment in the Construction Machinery Sector does not change the positive trend for the entire year; Galaxy Securities stated that the effects of the real estate market stabilizing may gradually become apparent, and the Industry valuation may rise.

cls.cnMar 18 20:24 ET