On Tuesday, the real estate and property management sections of Hong Kong stocks continued to rise. Tianyu Real Estate rose by more than 29% in the short term. As of press release, Tianyu Real Estate rose nearly 21%, Country Garden Holdings rose nearly 11%, Longfor Group rose more than 6%, Greentown China rose nearly 5%. China Resources Land, China Vanke and China Overseas Land & Investment rose more than 3%.

Among property management stocks, Country Garden Services Holdings rose nearly 8%, Shimao Service and Xuhui Yongsheng Service rose more than 6%, Hejing leisurely live, and Sunac Services rose more than 4%.

On the news, Liu Guoqiang, deputy governor of the people's Bank of China, said that to ensure the reasonable financing needs of real estate, reasonable support for rigid and improved housing demand. In accordance with the law, we will increase financial support to the key areas of the platform economy and promote the healthy and sustainable development of the platform economy.

Organization: industry reshuffle, inflection point established, good time for the layout of high-quality housing enterprises

The latest research report of Guojin Securities believes that1. High-quality housing enterprises have stabilized the trend of recovery, the policy of adequate supply is good, and the inflection point of sales has been basically established. Now is a good time for layout.2. We estimate that the center of the sales area of commercial housing in the next 10 years will be about 1 billion square meters, and the market is still huge; 3, the position of difficult housing enterprises in the real estate market will gradually decline, while the market share of state-owned enterprises and improved housing enterprises will increase accordingly; 4, central state-owned enterprises and improved housing enterprises will be able to increase their market share: liquidity advantage; profit level is expected to improve; financing is smooth, cash flow is safe and steady.

Guo Jin Capital suggested that the first to actively acquire land since the second half of 2021, and mainly improve the products of housing enterprises, such as Greentown China, Jianfa International Group, Binjiang Group. Steady selection of head state-owned enterprises with healthy financial structure and safe cash flow, such as Poly Development and China Overseas Land & Investment.