Group 1 - The core viewpoint of the article highlights a significant surge in real estate-related sectors such as engineering consulting, urban renewal, and construction services, with multiple stocks reaching their daily limit up [1] - The China Engineering Machinery Industry Association reported that excavator sales in the first half of the year reached 65,637 units, representing a year-on-year increase of 22.9%, indicating a positive outlook for the infrastructure and real estate sectors [1] - The China Index Academy noted that the land transfer revenue in first- and second-tier cities increased by over 40% in the first half of the year, with some cities nearing their total revenue from the previous year [1] Group 2 - The National Development and Reform Commission emphasized the importance of utilizing "two heavy" and "two new" funds to increase investment in key areas of new urbanization [1] - In the building materials market, futures prices for rebar and hot-rolled coil on the Shanghai Stock Exchange have seen an upward trend, reflecting increased demand [1]
工程咨询、城市更新等房地产相关板块午后爆发