此外，9月24日，国务院新闻办公室举行新闻发布会，介绍金融支持经济高质量发展有关情况。国金证券指出，本次新闻发布会再度出台一系列政策支持地产，行业迎来新一轮政策风口。当前地产板块基本面仍在筑底，政策预期强，同时叠加低估值、低仓位，因此短期内弹性较大。推荐深耕高能级城市、主打改善产品，行业企稳后将率先受益的稳健型房企。Mainland real estate and mainland property management stocks saw an expanded increase in the afternoon. As of press time, $SHIMAO GROUP (00813.HK)$up 31.15%, leading the gains in mainland real estate sector, trading at 0.8 HKD; $LONGFOR GROUP (00960.HK)$up 25.93%, trading at 11.56 HKD; $SUNAC (01918.HK)$up 24.37%, trading at 1.48 HKD; $CHINA VANKE (02202.HK)$Rising by 21.32%, trading at 5.69 Hong Kong dollars;
$SHIMAO SERVICES (00873.HK)$ Rising by 18.57%, closing at 0.83 Hong Kong dollars; $A-LIVING (03319.HK)$Rising by 16.47%, trading at 2.97 Hong Kong dollars; $CG SERVICES (06098.HK)$Rising by 14.93%, trading at 5.39 Hong Kong dollars; $ONEWO (02602.HK)$Rising by 13.61%, trading at 22.7 Hong Kong dollars.
On the news front, the Political Bureau of the Communist Party of China held a meeting on September 26 to analyze and study the current economic situation and deploy the next economic work. The meeting emphasized the need to stabilize the real estate market, strictly control the increment of commodity housing construction, optimize the existing stock, improve quality, increase the release of loans for "white-listed" projects, support revitalization of idle land stocks. To address public concerns, adjust housing purchase restrictions, reduce interest rates on existing home loans, expedite the improvement of land, finance and tax policies, and promote the establishment of a new model for real estate development.
Furthermore, on September 24, the State Council Information Office held a press conference to introduce the relevant situation of financial support for high-quality economic development. Sinolink Securities pointed out that this press conference once again introduced a series of policies to support the real estate sector, ushering in a new round of policy trends. The fundamentals of the current real estate sector are still at the bottom, with strong policy expectations and the addition of low valuations and low positions, hence providing significant short-term flexibility. It recommends focusing on high-energy cities, featuring improved products, and stable real estate companies that will benefit first after the stabilization of the industry.
Editor/Rocky
