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.
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.
"The King of First-Tier Real Estate" Zhonghai has arrived on the main stage.
Global Strategy determination.
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.
COUNTRY GARDEN announced its 2024 performance: there are still 51.3 billion in net Assets, and it will do its utmost to ensure delivery of buildings and stabilize its debts.
① The company achieved a total revenue of 252.8 billion yuan in 2024; as of the end of 2024, there is a total cash balance of about 29.8 billion yuan; ② According to the performance announced by COUNTRY GARDEN, as of December 31, 2024, the company's total Assets are 1,035.8 billion yuan, higher than the total liabilities, with a net Assets of 51.3 billion yuan; ③ COUNTRY GARDEN stated that the company will focus on the aspects of ensuring housing delivery, stabilizing financial assets and debts, and maintaining Operation.
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.