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大行评级|瑞银:上海推房地产组合拳 行业首选润地、龙湖、越秀地产及贝壳

Big Bank Ratings | UBS: Shanghai pushes the real estate portfolio industry's first choice for Rundi, Longhu, Yuexiu Real Estate and Shell

Gelonghui Finance ·  May 28 10:20
Glonghui, May 28 | UBS released a report saying that Shanghai is pushing a real estate package, including lowering the first instalment ratio and mortgage interest rates. The industry preferred to maintain Rundi, Longhu, Yuexiu real estate and seashells. The bank believes that seashells benefit the most because they have the largest trading volume in first-tier cities, especially second-hand transactions, while developers are more exposed to second-tier cities. According to the report, according to the bank's channel survey of a number of real estate agencies over the past two weeks, real estate visits and transactions in first-tier cities and core second-tier cities have rebounded 20% and 10%, respectively, compared to before the policy was relaxed on May 17. The bank expects Shanghai property market turnover and traffic to rise further in the next few weeks. Looking ahead, UBS anticipates that the next catalyst is the announcement of relaxation of real estate measures by other first-tier cities and the announcement of acquisitions of completed commercial housing stocks by local governments.

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