从中证800地产指数持仓的市场板块来看，上海证券交易所占比67.59%、深圳证券交易所占比32.41%。 从中证800地产指数持仓样本的行业来看，房地产占比100.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。遇临时调整时，当中证800指数调整样本时，中证800行业指数样本 随之进行相应调整。在样本公司有特殊事件发生，导致其行业归属发生变更时，将对中证800行业指数 样本进行相应调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的 处理，参照计算与维护细则处理。 金融界8月14日消息，上证指数高开低走，中证800地产指数(800地产，399965)下跌0.07%，报2757.06 点，成交额89.3亿元。 数据统计显示，中证800地产指数近一个月上涨3.40%，近三个月上涨7.47%，年至今上涨0.35%。 据了解，为反映中证800指数样本中不同行业公司证券的整体表现，为投资者提供分析工具，将中证800 ...

Core Viewpoint - The real estate sector is showing strong performance, with the CSI 800 Real Estate Index rising by 2.41% as of July 25, indicating a positive market sentiment and potential recovery in the industry [1]. Group 1: Market Performance - The CSI 800 Real Estate Index increased by 2.41%, reflecting a robust performance in the real estate sector [1]. - Notable stocks include Zhangjiang Hi-Tech, which hit the daily limit, Hainan Airport rising by 4.35%, and New Town Holdings increasing by 3.28% [1]. - The only ETF tracking the CSI 800 Real Estate Index, the Real Estate ETF (159707), saw its market price rise by 2.19%, with a trading volume of 79.3055 million yuan [1]. Group 2: Investment Insights - Guolian Minsheng Securities highlights that the real estate sector's valuation remains at historical lows, with ongoing policy support aimed at stabilizing the market [2]. - There are signs of recovery in the core city land market expected by mid-2025, with resilient demand for improved housing creating valuation recovery opportunities for leading real estate companies [2]. - It is recommended to focus on leading central and state-owned enterprises and high-quality real estate companies that have strong land acquisition capabilities and good product quality in core urban areas [2][3]. Group 3: ETF Characteristics - 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]. - The top ten constituent stocks account for over 90% of the ETF's weight, indicating a high concentration of central and state-owned enterprises [3]. - In the context of industry consolidation, leading real estate companies may exhibit greater resilience and potential for growth [3].