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中金:地产股或仍在布局期内,可择机投资一些更高弹性标的

China International Capital Corporation: Real estate stocks may still be in a layout period, and it may be a good time to invest in some symbols with higher elasticity.

Breakings ·  Oct 18 08:27

China International Capital Corporation issued a document stating that on the morning of October 17th, the State Council Information Office held a press conference to introduce the relevant situation of promoting the stable and healthy development of the real estate market. The transformation of 1 million sets of monetized resettlement-type urban villages may help accelerate demand release, but the pace of policy implementation still needs further observation. The expansion of the support amount for the "white list" in this project is helpful to further alleviate delivery risks. The market still expects further incremental measures to "promote the stabilization of the real estate market." In the short term, sector fluctuations may intensify, but considering that policies are still being ramped up, we believe that real estate stocks may still be in a layout period for some time. In terms of stock selection, along with the market's focus possibly shifting from policy expectations to fundamental verification, we believe that priority should be given to companies with development investment repair potential, as well as top companies that still have room for market share growth in the long term. If future policy measures exceed expectations, it may be a good time to invest in some symbols with higher elasticity.

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