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

The LPR Quote for February is out! The one-year and five-year rates remain unchanged.

The 1-year LPR is 3.1%, and the 5-year LPR is 3.6%, both unchanged from the previous values.

wallstreetcnFeb 19 20:16 ET

The LPR remained unchanged in January. Will mortgage rates decrease again in 2025?

① Since January, the policy interest rates, which are the basis for LPR Quotes, have stabilized, suggesting that the January LPR Quote will remain unchanged. ② There is a possibility of interest rate cuts in the first half of 2025, with the total reduction expected to reach 50 basis points for the year, which is higher than the 30 basis points reduction from the previous year, leading to a significant downward adjustment of the LPR Quote.

cls.cnJan 19 23:49 ET

Statistics Bureau: In 2024, national Real Estate Development investment is 10,028 billion yuan, a decrease of 10.6% compared to the previous year.

In 2024, the national Real Estate Development investment is 10,028 billion yuan, a year-on-year decrease of 10.6%, of which Residence investment is 7,604 billion yuan, down 10.5%.

cls.cnJan 16 21:08 ET

Real estate Bonds plummeted, with the decline of "0.21 million科02" expanding to 27% after a trading halt. This year, real estate companies still have over 500 billion Bonds to repay.

In 2024, the Real Estate Industry achieved a total domestic credit Bonds financing of 344.85 billion yuan, a year-on-year decrease of 18.5%. In 2025, the maturing Bonds balance for real estate companies is 313.547 billion yuan, with a repurchase balance of 227.444 billion yuan, where March and June are peak repayment months.

cls.cnJan 16 01:31 ET