Core Viewpoint - The real estate stocks in China have generally risen, driven by recent policy optimizations in major cities and expectations of improved market conditions [1] Group 1: Stock Performance - Longfor Group (03380) increased by 3.74%, trading at HKD 1.11 [1] - Country Garden (02007) rose by 3.45%, trading at HKD 0.6 [1] - China Overseas Macro Group (00081) saw a 2.85% increase, trading at HKD 2.53 [1] - Shimao Group (00813) gained 2.56%, trading at HKD 0.4 [1] Group 2: Policy Changes - Since August, first-tier cities like Beijing and Shanghai have implemented optimized purchase restrictions [1] - On September 19, the Shanghai Finance Bureau released a notice to optimize the personal housing property tax pilot policies, refining the housing tax aspects of the new policy introduced on August 25 [1] Group 3: Market Outlook - Guotai Junan Securities indicated that the recent policy changes, combined with the demand peak season, are expected to help stabilize the real estate market [1] - August real estate data suggests that more policies are needed to support the market's recovery, with ongoing expectations for further policy enhancements [1] - The current valuation of the real estate sector is considered low, suggesting a buying opportunity for investors [1]
内房股普遍上扬 政策利好持续叠加 机构称当前地产板块估值偏低
Zhi Tong Cai Jing·2025-09-24 03:36