ETF盘中资讯|资金重金买入地产板块！全市场唯一地产ETF（159707）实时净申购超2亿份！机构：政策端值得期待

Group 1 - The real estate sector saw significant capital inflow on the first trading day of 2026, with the only ETF tracking the CSI 800 Real Estate Index (159707) rising by 1% and experiencing a net subscription of 200 million shares, indicating a surge in trading activity [1] - Leading real estate companies such as Poly Developments, New Town Holdings, and China Merchants Shekou all saw their stock prices increase by over 3% [1] Group 2 - A commentary article published in the January issue of "Qiushi" magazine emphasized the need to improve and stabilize expectations in the real estate market, signaling the central government's heightened focus on managing market expectations [3] - Starting January 1, 2026, the interest rates for existing housing provident fund loans and commercial loans will be reduced, with a specific decrease of 0.25 percentage points for loans issued before May 8, 2025 [3] - Ping An Securities anticipates that the policy environment in 2026 will remain promising, particularly regarding adjustments to mortgage rates and urban renewal policies, suggesting a new product iteration cycle is underway [3] Group 3 - Huatai Securities noted that recent real estate policies and key statements align with the central government's strategy to stabilize the real estate market, indicating that targeted policy measures could accelerate market recovery [4] - The firm recommends prioritizing investments in real estate stocks characterized by "good credit, good cities, and good products," as well as companies that can maintain cash flow during market adjustments [4] - The real estate ETF (159707) is highlighted for its concentration on top-tier companies, with over 90% of the top ten constituent stocks, suggesting a strong focus on state-owned enterprises and high-quality firms [4]