Brokerage Morning Meeting Highlights: The historical bottom of real estate stock valuation may have been established.

At today's brokerage morning meeting, China Securities Co.,Ltd. proposed supply-side optimization, suggesting to focus on industries such as steel, photovoltaic, cement, coal, and rare earths; htsc stated that domestic sales of household appliances are improving with stable exports, focusing on two major themes for the year 2025; China International Capital Corporation believes that the historical bottom of real estate stock valuation may have been established.

cls.cn19:13 ET

Changsha's housing provident fund introduces new policies: the minimum down payment ratio for the first and second set of housing is 20%, and the maximum loan amount can be increased to four times.

①Employees' families purchasing their first or second improved self-occupied housing applying for housing provident fund loans, the minimum down payment ratio is uniformly adjusted to 20%; ②The maximum loan amount for high-level talents in categories A, B, C, and D purchasing their first self-occupied housing can be increased to four times the maximum loan amount in Changsha.

cls.cnNov 18 08:26 ET

Among first-tier cities, shanghai was the first to cancel the standard for regular and non-regular residential properties, and it has comprehensively reduced the cost of housing trade taxes and fees.

① Shanghai is the first of the four first-tier cities to abolish the standards for ordinary and non-ordinary residential properties, and it is expected that the other three first-tier cities will also quickly eliminate the relevant standards. ② The latest policies in Shanghai will reduce personal income tax and housing transaction tax, making transaction costs more reasonable, while better meeting residents' replacement needs; these measures will enhance the confidence of market participants and are beneficial for further stabilizing market expectations.

cls.cnNov 18 00:55 ET

From accounts payable to cash compensation, yuexiu property has consolidated funds totaling 13.5 billion yuan through three rounds of storage.

① Cash compensation exceeds 1.5 billion yuan, yuexiu property's land parcel is once again acquired. ② Yuexiu has had 3 land parcels acquired, with a total of 13.53 billion yuan in funds retrieved, and the compensation method changed from accounts payable to cash compensation.

cls.cnNov 14 09:59 ET

This year, the cumulative issuance of real estate bonds decreased by 20% year-on-year, indicating a possible policy turning point.

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cls.cnNov 11 03:48 ET

Trending Industry Today: SUNAC Leads Losses In China Mainland Real Estate Stocks

Moomoo NewsNov 11 01:20 ET