地产板块发力走高 光明地产、合肥城建等涨停

Core Viewpoint - The real estate sector is experiencing a rally, with several companies reaching their daily price limits, driven by anticipated policy relaxations in major cities like Beijing and Shanghai by Q3 2025, which are expected to stimulate demand for improved housing [1] Group 1: Market Performance - On the 21st, companies such as Shanghai Shimao, Bright Realty, and Yingxin Development saw their stock prices hit the daily limit, while Shahe Co. increased by nearly 4% [1] - The overall real estate market in China is moving towards stabilization, with new home sales prices in 70 cities showing a larger month-on-month decline but a smaller year-on-year decline [1] Group 2: Policy Impact - Institutions predict that the implementation of policies aimed at relaxing the real estate market will enhance the sector's investment value [1] - The combination of more proactive fiscal policies and moderately loose monetary policies is expected to accelerate the progress of stockpiling and urban village renovations, improving the existing housing supply-demand relationship [1]