CITIC believes that from historical experience, real estate stocks do not fluctuate with the changes in the basic face price, but rise and fall with the expectations of policy loosening and tightening. It now seems that policy measures are sufficient to push fundamentals to bottom out and rebound, and the willingness to intervene under credit risk has also reached its peak. March to April 2022 is an important time to continue to overallocate real estate blue chips. Be optimistic about Poly Development, Jindi Group, Vanke A, Investment Shekou, Midea Real Estate, Longfor Group, China Resources Land, Greentown China and Binjiang Group and so on.
机构：2022年3-4月是继续超配地产蓝筹的重要时间
Organization: March to April 2022 is an important time to continue to overallocate real estate blue chips.
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