\u3000\u3 Jointo Energy Investment Co.Ltd.Hebei(000600) 048 Poly Developments And Holdings Group Co.Ltd(600048) )
Core view:
In the current market, it is uncertain whether the scale of the industry can continue to grow, but the market share of high-quality real estate enterprises is likely to be further improved, especially large-scale state-owned enterprises such as Poly Developments And Holdings Group Co.Ltd(600048) which have the advantages of land storage and credit. Land is the ammunition of developers. From the distribution and stock of Poly Developments And Holdings Group Co.Ltd(600048) soil storage, soil storage is located in core urban agglomerations and high-energy cities, and the characteristics of high stock mean that enterprises have more valuable development resources. Judging from various policies at the industry level and the market performance of different cities at the present stage, Poly Developments And Holdings Group Co.Ltd(600048) the high-quality gene and soil storage configuration will help to further improve the market share of enterprises. In addition to the advantages of land storage and credit, the enterprise’s market share may be increased. At present, the enterprise has sufficient sold and outstanding resources, low financing cost and stable financial structure, which also enable the enterprise to have greater profit space.
Although the real estate industry has experienced a continuous decline since July 2021, the current policy level is also emphasizing the protection of residents’ reasonable purchase demand and the housing demand of new citizens. Local governments such as Zhengzhou are also adjusting regulation policies to release positive signals. The industry may have moved towards the “black iron era”, but the “black iron era” is not the end. Even in the “black iron era”, high-quality enterprises are still worth looking forward to. We suggest that enterprises seize the opportunity in investment and do a good job in products, so as to further consolidate and strengthen the competitive advantage of enterprises and realize long-term high-quality development.
