Northward capital continues to increase positions! Real estate leader four days three boards institutions combing core beneficiaries of the subject

Real estate restrictions unbundled and other favorable policies frequently

Plate counter-trend rise Shenzhen Centralcon Investment Holding Co.Ltd(000042) 4 days 3 boards, Shahe Industrial Co.Ltd(000014) , Macrolink Culturaltainment Development Co.Ltd(000620) two consecutive boards, Nanjing Chixia Development Co.Ltd(600533) , Cccg Real Estate Corporation Limited(000736) , Macrolink Culturaltainment Development Co.Ltd(000620) , Langold Real Estate Co.Ltd(002305) have been stopped.

The State Council recently held an executive meeting that allows local “one city, one policy” to use credit and other policies to reasonably support rigid and improved housing demand.

The recent week around the property market new policies continueAccording to the incomplete statistics of Cai Lian News Agency, the following are the details.

Since August, the real estate index continues to outperform the market, and the proportion of positions in the real estate sector held by northbound funds has been rising.

Looking back at the three rounds of real estate market since the beginning of the year

Policy has always had a strong pull on the real estate sector. Anxin Securities Lin Rongxiong said in a research report released on September 14, the sustainability of the real estate over-quotes lies in two points: 1, whether supporting support and easing policies are introduced one after another; 2, whether the residents of the medium and long term loans have improved.

Looking at the year-to-date gain list Hangzhou Binjiang Real Estate Group Co.Ltd(002244) , Cccg Real Estate Corporation Limited(000736) ranked

top three Huafa Industrial Co.Ltd.Zhuhai(600325) , Cinda Real Estate Co.Ltd(600657) etc. ranked in the top seven.

Zheshang Securities Co.Ltd(601878) Yang Fan said in a research report released on September 9, as of August 2022, China Resources Land, Hangzhou Binjiang Real Estate Group Co.Ltd(002244) , Poly Developments And Holdings Group Co.Ltd(600048)

With relatively strong land acquisition in the market, the market share of new cargo value is significantly greater than the sales market share, sales market share increase potential in the sample of real estate enterprises ranked in the top three. Hangzhou Binjiang Real Estate Group Co.Ltd(002244) market share increase ranked second in

Is one of the few private companies that can actively replenish land reserves in 2022.

China Post Securities Liu Qinghai said in a research report released on September 8, the configuration of the industry bottomed out recovery ideas that

Preferred steady and positive development, with a unique competitive advantage of the industry leader.

. Key recommendations Poly Developments And Holdings Group Co.Ltd(600048) , Seazen Holdings Co.Ltd(601155) , Hangzhou Binjiang Real Estate Group Co.Ltd(002244) , Huafa Industrial Co.Ltd.Zhuhai(600325) .

Specifically, Poly Developments And Holdings Group Co.Ltd(600048) industry ranking continues to improve, Poly Developments And Holdings Group Co.Ltd(600048)

Performance settlement shows strong smoothness. Seazen Holdings Co.Ltd(601155) private enterprises in the financial relatively sound, deep cultivation of the Yangtze River Delta region, “commercial + residential” two-wheel drive with core competitive advantages. Hangzhou Binjiang Real Estate Group Co.Ltd(002244) a highly financially sound private real estate enterprises.

Light debt burden; expansion of land acquisition against the trendto support future development; deep cultivation in Hangzhou and Zhejiang Province, regional competitiveness, high man-efficiency ratio. Huafa Industrial Co.Ltd.Zhuhai(600325) with location advantages, management and

Credit advantages of local state-owned enterprises; financial pressure gradually eased, the

Three red lines turned to green gears;Deeply cultivate the core cities in the Pearl River Delta, Yangtze River Delta and other regions.

The frequency of national and local real estate policies in August has increased compared to the previous year. Guosheng Securities Jinjing said in a research report released on September 14, according to incomplete statistics, 1.1-9.11 this year, the local and central government issued a total of 634 real estate-related policies. 95 in a single month in August, an increase of 12 compared to the ring in July. Cumulatively this year, the relaxation of loan restrictions is the main path of relaxation.

Anxin Securities Lin Rongxiong said in a research report released on September 14, from high frequency data

The current real estate is still at the bottom of the fundamentals. Policy, real estate policy warm breeze blowing frequently, the end of July, the first mention of “guarantee delivery building”.

5-year LPR cut in AugustThe policy bank targeted to issue turn to the loan, around the relaxation of regulatory policies, the establishment of relief funds and other supportive measures package. Accordingly, it is not difficult to infer that the current round of real estate excess market is mainly triggered by the “protection of the delivery of buildings” policy and supporting easing policies.

Zheshang Securities Co.Ltd(601878) Yang Fan said in a research report released on September 9

Comprehensive ability of the head of the central state-owned enterprises and mixed ownership of real estate enterprises, good brand power, strong financing ability, able to undertake more housing demand, focus on the recommendation: Poly Developments And Holdings Group Co.Ltd(600048) , China Vanke Co.Ltd(000002) . Deeply cultivated high-quality regional small and beautiful companies with strong short-term sales elasticity and large scale growth potential

Layout of core first and second-tier cities Shenzhen Tagen Group Co.Ltd(000090) (Deeply-farmed Shenzhen), Hangzhou Binjiang Real Estate Group Co.Ltd(002244) (Deeply-farmed Hangzhou), Huafa Industrial Co.Ltd.Zhuhai(600325) (Deeply-farmed Zhuhai).

It is worth noting that in the first half of this year, Cccg Real Estate Corporation Limited(000736) share price rode a wave of 20 stop boards in two months. Since then, the share price retracement is also very tragic. Stretching time to see, since the record high in May this year, the

Cccg Real Estate Corporation Limited(000736) the maximum cumulative decline in share price of 63.73%.

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