In early trading on the 15th, the real estate sector continued to rise, leading real estate enterprises rose against the market, investment promotion snake mouth rose more than 5%, Poly Development, Binjiang Group rose more than 3%, Huafa shares, investment surplus, Metro Holdings rose more than 2%. Big Yuecheng, Vanke An and Greenland Holdings rose more than 1%!
In terms of popular ETF, real estate ETF (159707) opened low and went high, with on-site prices rising more than 2%, hitting the five Lianyang of the Japanese line! The real-time turnover quickly exceeded 45 million yuan, the turnover rate exceeded 14%, and the on-site trading was highly active!
On the news side, there is market news that Shenzhen will introduce measures such as reducing the shared area of housing. The Shenzhen Municipal Bureau of Planning and Natural Resources told reporters that the 2024 version of Shenzhen Architectural Design rules is expected to be published on the official website next week, subject to the release document.
In addition, Shenzhen district optimization purchase restriction policy is also quite effective. It has been a week since Shenzhen introduced the policy of restricting the purchase of housing by district. According to the statistics of Shenzhen Central Plains Real Estate Research Center, last week (5.MammothgoldslotA total of 1165 second-hand residential units were sold in Shenzhen, up 231.9 percent from the previous month, and the number of weekly transfers reached the highest level in nearly three years since May 2021.
Guoxin Securities believes that at the current point of time, in terms of policy, the Politburo meeting proposed "destocking", and the demand-side policy continues to be liberalized. So far, only six major cities have not fully opened the purchase restrictions. Fundamentals, although the current sales of new and second-hand houses have not recovered significantly, they have not continued to deteriorate. We believe that, with the support of the policy side and the stabilization of fundamentals, coupled with the low valuation and position of the real estate sector, real estate stocks already have game value.
The layout of high-quality central state-owned enterprises and high-quality housing enterprises, it is recommended to focus on real estate ETF (159707). The data show that the real estate ETF (159707) tracks the CSI 800 real estate index and brings together 16 head high-quality real estate enterprises in the market, which has an obvious head concentration advantage in the investment direction. The equity weight of the top 10 components is more than 80%, and the central state-owned enterprise content is high! Real estate ETF (159707) is also the only industry ETF on the market that tracks the CSI 800 real estate index, with scarcity and identification.
Data sourceMammothgoldslotShanghai and Shenzhen Stock Exchange, China Composite Index Company, Wind, etc.
Risk hint: real estate ETF passively tracks the CSI 800 real estate index, the base date of the index is 2004.12.31, and the release date is 2012.12.21, the composition of the index stocks is timely adjusted according to the rules of the index, and its historical performance does not predict the future performance of the index. In this paper, the index stocks are only displayed, and the individual stocks are not described as any form of investment advice, nor do they represent the position information and trading trends of any fund under the manager. The risk level of the fund assessed by the fund manager is R3-medium risk, which is suitable for balanced (C3) and above investors. Any information that appears in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only and the investor is responsible for any discretionary investment behavior. In addition, any point of view, analysis and forecast in this article does not constitute any form of investment advice to the reader, nor is it liable for direct or indirect losses arising from the use of the contents of this article. Fund investment is risky, the past performance of the fund does not represent its future performance, and the performance of other funds managed by fund managers does not constitute a guarantee of fund performance, so fund investment should be cautious.