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天风证券:国央企和头部房企有望率先受益于下半年的行业复苏

Tianfeng Securities: state-owned central enterprises and head housing enterprises are expected to be the first to benefit from the industry recovery in the second half of the year.

Breakings ·  Aug 16, 2022 10:26
Tianfeng Securities believes that from a short-term perspective, the continued intensification of policy easing and the rapid and proper resolution of shutdown projects will help to restore residents' confidence in buying houses, thus ensuring the slope and sustainability of the current round of recovery. prevent the second downside of fundamentals. From a medium-and long-term perspective, the expected repair and confidence reconstruction of the industry cannot rely entirely on policy loosening. Only when the problems of debt and non-performing assets of housing enterprises are effectively solved on a larger scale and more centrally, and the market ushered in a real settlement, can the problems of expectations and confidence be fundamentally solved. State-owned central enterprises and head real estate enterprises with better credit qualifications and resource reserves are expected to be the first to benefit from the industry recovery in the second half of the year.

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