太平洋房地产日报：洛阳市调整住房公积金贷款-20251111

Investment Rating - The industry rating is optimistic, with expectations of overall returns exceeding the CSI 300 Index by more than 5% in the next six months [10]. Core Viewpoints - The real estate sector is experiencing a positive market trend, with the Shanghai Composite Index and Shenzhen Composite Index rising by 0.53% and 0.40% respectively, and the Shenwan Real Estate Index increasing by 1.06% on November 10, 2025 [3][4]. - Recent adjustments in housing provident fund loans in Luoyang, allowing for a 10% increase in the maximum loan amount, are expected to stimulate the housing market [5]. - The successful land auction in Guangzhou, with a transaction value of 805 million yuan, indicates ongoing demand for residential land [5]. - Qingte Real Estate's acquisition of two low-density plots in Qingdao for a total of 159 million yuan reflects a strategic focus on core urban areas [6][7]. Summary by Sections Market Performance - On November 10, 2025, the equity market saw most sectors rise, with the Shenwan Real Estate Index up by 1.06% [3]. Individual Stock Performance - The top five performing stocks in the real estate sector included Xinhua Lian, Haitai Development, Hefei Urban Construction, Overseas Chinese Town A, and China Wuyi, with increases of 10.13%, 10.02%, 10.00%, 9.92%, and 7.10% respectively [4]. Industry News - Luoyang's housing provident fund loan limit has been raised, with single and dual-income families now eligible for maximum loans of 770,000 yuan and 935,000 yuan respectively [5]. - A land parcel in Guangzhou's Zengcheng district was sold for 805 million yuan, with a floor price of 7,130 yuan per square meter [5]. - Qingte Real Estate has made significant investments in Qingdao, acquiring two plots for a total of 159 million yuan, indicating a strong commitment to the area [6][7]. Company Announcements - Poly Property Group announced changes in its board of directors, including the appointment of a new non-executive director [8].