资金持续流入！全市场唯一地产ETF（159707）涨超2%！机构：政策预期升温，优质地产配置价值凸显

Group 1 - The real estate sector remains active, with the CSI 800 Real Estate Index rising by 2% during intraday trading, led by Zhangjiang Hi-Tech with an increase of over 8% [1] - Other notable stocks such as Binjiang Group, China Merchants Shekou, and Shanghai Lingang also saw gains exceeding 2% [1] - The only ETF tracking the CSI 800 Real Estate Index, the Real Estate ETF (159707), experienced a 2% increase, with a net subscription of 45 million units in real-time, accumulating over 41 million yuan in the previous week [1] Group 2 - Ping An Securities highlights that short-term market volatility is increasing, and expectations for policy improvements are rising, emphasizing the value of quality real estate investments [2] - Quality real estate stocks are relatively underperforming, and the ongoing recovery in the housing market remains uncertain, but the cost-effectiveness of policy speculation is improving [2] - In the medium term, the trend for "good properties" is expected to remain unchanged despite short-term market adjustments, with quality real estate companies likely to benefit first [2] Group 3 - Zhongyin Securities expresses confidence in the future recovery of the real estate industry, noting that optimization policies are likely to be implemented [3] - The focus should be on real estate companies with secure liquidity, strong presence in high-energy cities, and outstanding product capabilities, as well as commercial real estate companies that are adapting to new consumption trends [3] - The Real Estate ETF (159707) tracks the CSI 800 Real Estate Index, which includes 13 leading real estate companies, demonstrating a significant concentration of top-tier firms [3]