地产股走强：多股涨停 苏宁环球录得“四连板”

Core Viewpoint - The real estate stocks have shown significant upward movement, driven by policy adjustments in major cities like Shenzhen, which have relaxed purchase restrictions, leading to increased trading activity in the sector [4]. Group 1: Market Performance - On September 12, the Hong Kong real estate index rose by 1.54%, with 129 stocks increasing, 91 remaining flat, and 65 declining [2]. - Notable stock performances included Evergrande Property with a rise of 20.65%, followed by Oceanwide Holdings at 13.07%, and Hongyang Real Estate at 12.24% [2]. - 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 [2]. Group 2: Policy Changes - Major cities, including Beijing, Shanghai, and Shenzhen, have relaxed purchase restrictions, with Shenzhen's adjustments being more significant than those in Beijing and Shanghai [4]. - The new policies in Shenzhen include optimizing housing purchase policies and eliminating distinctions in interest rates for first and second homes [4]. Group 3: Market Response - Following the policy changes, Shenzhen's second-hand housing transactions recorded a 37% increase over the previous weekend [4]. - The number of second-hand contracts signed in Shenzhen increased by 45% in the six days following the policy changes compared to the six days prior [4]. - Specific areas like Luohu saw a remarkable 109% increase in transactions, indicating strong market responsiveness to the new policies [4].