Binjiang Group(SZ:002244) Xin Lang Ji Jin·2025-09-09 06:54Group 1 - The real estate sector is showing active performance, with the CSI 800 Real Estate Index rising by 1.16% as of September 9 [1] - Key stocks include Binjiang Group hitting the daily limit, New City Holdings increasing by 4.7%, and China Merchants Shekou rising by 2.69% [1] - The only ETF tracking the CSI 800 Real Estate Index, ETF 159707, saw an increase of 1.08% with a trading volume of 38.48 million yuan and a net subscription of 8.5 million units [1] Group 2 - Recent policies in major cities like Beijing, Shanghai, and Shenzhen are aimed at benefiting homebuyers, indicating a growing demand in the market [1] - Huatai Securities notes that the overall performance and sales of real estate companies are still in a bottoming phase, but leading firms with quality land reserves in core cities are showing resilience [3] - The focus is on central state-owned enterprises and quality real estate companies, with a recommendation to pay attention to the real estate ETF (159707) due to its concentration on top firms [3]