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

In February, the year-on-year decline in new housing sales narrowed by 14.5 percentage points. What signals does the return of housing to "Consumer" convey?

① From the performance of housing prices in February, the number of cities with declining new and second-hand housing prices has increased, indicating that the real estate market is still in a phase of stabilization. ② The "Special Action Plan to Boost Consumption" announced on March 16 includes housing demand in the category of "Consumption Upgrade," and it is expected that supportive policies will continue to be introduced to optimize related restrictive measures.

cls.cnMar 17 03:58 ET

National Bureau of Statistics: From January to February, national Real Estate Development investment reached 1,072 billion yuan, a year-on-year decrease of 9.8%.

According to the National Bureau of Statistics announcement, from January to February, nationwide Real Estate Development investment reached 1,072 billion yuan, a year-on-year decrease of 9.8%, with the decline narrowing by 0.8 percentage points compared to the annual total from last year; among this, Residence investment was 805.6 billion yuan, down 9.2%, with the decline narrowing by 1.3 percentage points.

cls.cnMar 16 22:09 ET

Ni Hong, the Minister of Housing and Urban-Rural Development, spoke at the Two Sessions: four major measures to ensure the stability and recovery of the real estate market.

① "We will work with relevant departments to combine short and long-term measures, addressing both symptoms and root causes, and resolutely stabilize the real estate market," said Ni Hong, the Minister of Housing and Urban-Rural Development. ② Regarding how to stabilize the real estate market, Ni Hong stated that efforts will be made in four aspects.

cls.cnMar 9 09:51 ET

Brokerage morning meeting highlights: The combination of AI applications and high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.

In today's brokerage morning meeting, China International Capital Corporation stated that the market performance in the second half of the year is expected to be better than in the first half; Sinolink believes that the probability of achieving a "stop falling and stabilize" target in the real estate sector by 2025 is relatively high; Huaxi pointed out that the combination of AI applications with high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.

cls.cnMar 5 19:26 ET

The government work report first mentioned "stabilizing the real estate market" and first-tier cities are expected to continue to reduce restrictive measures.

① Chen Changsheng, deputy director of the State Council Research Office, stated that including stabilizing the real estate and stock markets in the overall requirements of the "Government Work Report" is the first time; ② The government work report today mentioned, "Policies are adjusted based on local conditions to reduce restrictive measures," which indicates an important direction for this year's policies, namely that the purchase restrictions may still be adjusted and optimized.

cls.cnMar 5 02:34 ET