地产股走强：多股涨停，苏宁环球录得“四连板”

Core Viewpoint - The real estate sector has seen a significant increase in stock prices, driven by policy adjustments in major cities like Shenzhen, which have relaxed purchase restrictions, leading to heightened trading activity and market optimism [1][3]. Group 1: Stock Performance - In the Hong Kong market, the real estate index rose by 1.54%, with 129 stocks increasing, 91 remaining flat, and 65 declining [1]. - Notable stock performances include Evergrande Property up by 20.65%, and other companies like Far East Horizon, Hongyang Real Estate, and Greenland Hong Kong also showing substantial gains [1]. - In the A-share market, the real estate index increased by 1.5%, ranking fourth among industry sectors, with 86 stocks rising and 11 falling [1]. Group 2: Policy Changes - Major cities such as Beijing, Shanghai, and Shenzhen have relaxed purchase restrictions, with Shenzhen's new policies allowing for more flexible home buying conditions [3]. - The Shenzhen government has adjusted policies regarding the purchase of residential properties, including changes to the pricing mechanism for loans [3]. - The impact of these policy changes is evident, with a reported 8.2% increase in second-hand home transactions in Shenzhen during the week prior to the policy change [3]. Group 3: Market Activity - Following the policy adjustments, there has been a 45% increase in second-hand home signing volumes in Shenzhen compared to the previous week [3]. - Specific districts like Luohu have seen a remarkable 109% increase in transactions, indicating strong market responsiveness to the new policies [3]. - The traditional peak season for real estate transactions, "Golden September and Silver October," is expected to further stabilize the market, warranting ongoing observation of market trends [3].