Domestic housing stocks were mostly higher in early trading. As of press release,$SINO-OCEAN GP (03377.HK)$An increase of nearly 5%,$AGILE GROUP (03383.HK)$,$LOGAN GROUP (03380.HK)$An increase of nearly 4%,$SHIMAO GROUP (00813.HK)$An increase of more than 3%.

According to the news, Hangzhou issued a notice on optimizing and adjusting the real estate market regulation policy. Among them, it is mentioned that if you buy a house within the city, your eligibility to buy a home will no longer be reviewed. According to incomplete statistics, from last year to the end of April this year, about 35 cities across the country have relaxed their purchase restrictions. Among them, 22 cities, including Chengdu, Hefei, and Changsha, have completely relaxed purchase restrictions.

Guoxin Securities pointed out that in the medium to long term, the real recovery of the property market is a sufficient and necessary condition for the continuation of the real estate sector market. In the short term, whether the rise in the real estate sector can continue depends on the strength of policies introduced over the next period of time. The bank adheres to the judgment that the property market has not bottomed out. Although it is too early for real estate stocks to talk about the margin of safety, and fundamentals do not support value, the value of the policy game is prominent.

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