Real estate stocks soared collectively! Vanke and other daily limit!
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At present, the real estate market generally has a positive boosting trend, and the signs of recovery in first-tier cities and new first-tier cities are becoming more and more obvious.
Xu Qian, reporter of China Housing News, reports from Beijing.
There is a rare collective surge in real estate stocks.
After the A-share market opened in the morning on April 29th, real estate stocks continued to rise. At the close, the real estate development sector rose by 6.39%. 15 real estate stocks have a daily limit of 10%, including Vanke A, gemdale, Huaxia Happiness, Rong Sheng Development, Jinbin Development, Dalong Real Estate, Jingneng Real Estate, Daming City, Sunshine Shares, Nanshan Holdings, Fuxing Shares, China Wuyi, Tiandiyuan and Rongan Real Estate.
There were 15 real estate stocks that rose more than 9% but did not reach 10% that day, including Xincheng Holdings, Greenland Holdings, Qixia Construction, Dima Shares, and Shoukai Shares. There are as many as 64 real estate stocks that have increased by more than 5%.
The real estate sector of Hong Kong stocks also strengthened. Hang Seng Mainland real estate index rose by over 4%, Huijing Holdings soared by nearly 52% in intraday trading, Fantasia Holdings, Jing Rui Holdings and China Aoyuan all rose by over 40%, Kaisa Group rose by over 30%, Sunac China and Zhengrong Real Estate rose by over 20%, Xuhui Holding Group rose by 18% and Agile Group rose by over 15%.
The sectors closely related to real estate also ushered in a sharp rise. For example, the real estate service sector rose by 8.5% on the same day, and stocks represented by World Bank, I love my family and Tianbao Infrastructure all ushered in a batch daily limit.
At the close of this day, the Shanghai Composite Index rose 0.79% to 3,113.04 points, returning to above 3,100 points; The Shenzhen Component Index rose 2.22% to close at 9673.76 points; Growth enterprise market index rose 3.5% to close at 1887.57 points; Beizheng 50 rose 0.8% to close at 815.19 points. The turnover in Shanghai and Shenzhen stock markets was about 1,211 billion yuan, an increase of about 125 billion yuan over the previous trading day.
From the news point of view, the favorable support policies for the property market in various places have been introduced one after another recently, and the loosening of "purchase restriction" has become the main trend, releasing a loose signal to the market.
On April 18, Changsha announced that it would no longer examine the qualifications of buyers for buying houses within the city, and the official policy of restricting purchases for seven years was cancelled.
On April 22, Beijing refined the policy of buying a house after divorce, and relaxed it again on the basis of abolishing "you can’t buy a house in Beijing within three years of divorce", stipulating that as long as you have no house in Beijing under your name and buy a house within one year of divorce, the first home credit policy will be implemented.
On April 24, there was also market news in Shenzhen. Shenzhen may optimize and adjust the purchase restriction policy in the peripheral areas at an appropriate time, but the news has not been confirmed by the Housing and Construction Bureau.
On April 26th, Nanjing issued the Notice on Matters Related to the Settlement of Legally Stable Residence (Draft for Comment), which mentioned that the conditions for settlement will be further relaxed, and non-Nanjing household registration personnel who have legally stable residence in Nanjing and actually live can directly settle down.
On April 28, Chengdu also announced the liberalization of the housing purchase restriction policy. Housing transactions within the city will no longer review the purchase conditions such as household registration and social security, and will no longer limit the number of purchases.
This means that after Chengdu has become a hot provincial capital city such as Wuhan, Hefei, Nanjing and Changsha, it is another city that has fully liberalized housing purchase restrictions. Up to now, except Hainan Province, among the core cities, four first-tier cities such as Beijing, Shanghai, Guangzhou and Shenzhen, and core areas such as Hangzhou (new house), Tianjin and Xi ‘an still maintain the purchase restriction policy.
"The whole region has withdrawn from the purchase restriction, which is the common choice of second-tier cities in recent times, and it is expected to cover other cities next. Under the background of systematically planning to stabilize the property market policy, strengthening the local main responsibility and the new housing market falling short of expectations in the first quarter, the motivation for local rescue is stronger. " Li Yujia, chief researcher of the Housing Policy Research Center of Guangdong Urban and Rural Planning Institute, said.
At present, the real estate market generally has a positive boosting trend, and the signs of recovery in first-tier cities and new first-tier cities are becoming more and more obvious.
Shanghai property market luxury "hot sale" news continues to spread. According to CRIC data, the transaction scale of high-end residential buildings with a total price of more than 20 million yuan in Shanghai in the first quarter was the highest in a single quarter since 2016. Among them, 1,079 sets were sold in March, a year-on-year increase of more than four times.
The Shenzhen property market also showed signs of recovery. In March, the number of second-hand housing transactions reached 4,547, up 115.13% from the previous month. As of April 15th, the number of second-hand housing transactions in Shenzhen reached 2,067, exceeding the same period in March.
According to the statistics of official website of Beijing Municipal Commission of Housing and Urban-Rural Development, in March this year, the number of online signing of second-hand houses in Beijing was 14,280, up by 125.5% month-on-month, and it also broke through the "threshold" of 12,000 sets, setting the highest point in the past year.
The action of some real estate enterprises in danger is accelerating. On April 29th, Xuhui announced that it had reached an agreement with the bondholders’ group on the comprehensive plan in principle.
According to previous years’ experience, Politburo meeting of the Chinese Communist Party will be held on April 30th to make arrangements for the next real estate work.
The day before this important meeting, the stock market soared, partly because of some news from the market scene. According to the news, the real estate policy may undergo directional changes, and more favorable policies may be introduced around the property market destocking, such as further liberalizing purchase restrictions, liberalizing price restrictions, and reducing transaction costs such as deed tax.
This day, real estate stocks rose sharply, which also showed that everyone expected to further emphasize the judgment of loose property market, and market confidence is being repaired. Whether it is the property market or real estate stocks, the bottom may not be far away.
Suddenly, it is rare for foreign giants to sing more about China real estate market. "After three years of bearish, thanks to the government’s assistance, we became more optimistic about the real estate industry in China for the first time. The real estate industry in China is preparing for a slow recovery. " John Lam, head of real estate research in UBS Greater China, said in an interview recently.
Original title: "Real estate stocks have skyrocketed collectively! Vanke and other daily limit! 》
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