内房股集体拉升 北上深此前优化地产政策 多个新一线城市正谋划激发改善性住房需求新政
Zhi Tong Cai Jing·2025-09-26 02:58

Core Viewpoint - The Chinese real estate stocks experienced a collective surge, driven by government measures aimed at stabilizing the market and boosting housing demand [1] Group 1: Stock Performance - Longfor Group (00960) rose by 6.14%, trading at HKD 12.1 [1] - Vanke Enterprises (02202) increased by 4.09%, trading at HKD 5.6 [1] - Country Garden (02007) saw a rise of 5.26%, trading at HKD 0.6 [1] - Sunac China (01918) gained 3.16%, trading at HKD 1.63 [1] Group 2: Government Policies - The State Council emphasized the need for strong measures to consolidate the real estate market's stabilization during its ninth plenary session in August [1] - Major cities like Beijing, Shanghai, and Shenzhen have introduced new housing policies to benefit homebuyers [1] - Several new first-tier cities are studying the latest real estate policies to stimulate housing demand and enhance purchasing support [1] Group 3: Market Outlook - Guotai Junan Securities reported that the optimization of purchase restrictions in first-tier cities, combined with seasonal demand, is expected to improve the fundamentals of the real estate sector [1] - August real estate data indicates a continued need for more policies to drive the market towards stabilization [1] - The current valuation of the real estate sector is considered low, suggesting a buying opportunity for investors [1]