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中信建投陈果:地产成交改善明显,消费热度上行

China Securities Co.,Ltd. Chen Guo: Property transaction improvement is obvious, consumer enthusiasm is on the rise.

Breakings ·  Dec 3 07:38

China Securities Co., Ltd.'s Chen Guo research reports stated that, in terms of market performance, this week's high pe, small cap, and consumer sectors performed well, with trade/retail/textile/apparel/eco-friendly concepts relatively strong. In terms of profitability, the profit forecasts of non-silver financial and real estate sectors have been revised upwards in the past week. In terms of economic conditions, policies are beginning to show results, with a significant improvement in real estate sales compared to the previous month; signs of improvement in credit conditions for residential sectors in October are evident; the high prosperity of the automobile market continues, and the policy of replacing old cars with new ones is expected to continue; silicon material production by enterprises sharply declined in December; pig prices are expected to rise moderately at the end of the year, with significant pressure after the Spring Festival; new rounds of consumer coupons are being distributed in many places. In terms of valuation and trading heat, there is a clear upward trend in consumption heat.

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