From 1 65438+1October1to165438+1October 25th, the real estate industry index rose by 20.9% during the period, significantly outperforming the Shanghai Composite Index (with a cumulative increase of 7.20% during the period), ranking Shenwan. In terms of individual stocks, the share prices of four stocks including Xincheng Holding, Shang Lu Development, ST Taihe and China Communications Real Estate all rose by more than 50% during the period.
Recently, the real estate industry can be described as a warm policy. 165438+1October 14, the CBRC, the Ministry of Housing and Urban-Rural Development and the People's Bank of China jointly issued the Notice on Commercial Banks Issuing Letters of Guarantee to Replace Pre-sale Supervision Funds to Support High-quality Real Estate Enterprises to Use Pre-sale Supervision Funds Reasonably; 165438+1On October 23rd, the People's Bank of China and the China Banking Regulatory Commission jointly issued the Notice on Doing a Good Job in Financial Support for the Stable and Healthy Development of the Real Estate Market; As of June 24th, 165438+ six state-owned commercial banks, including China Industrial and Commercial Bank, China Agricultural Bank, China Bank, China Construction Bank, Bank of Communications and Postal Savings Bank, have announced that they have signed cooperation agreements with a number of high-quality housing enterprises, providing intentional financing support of more than one trillion yuan.
Wu, chief researcher of Guangzhou Wanlong Securities Consulting Co., Ltd. told the Securities Daily reporter: "With the continuous promotion of policies, on the one hand, it is conducive to improving the liquidity of real estate enterprises and helping real estate projects to advance smoothly; On the other hand, it is conducive to improving expectations, boosting market confidence in the real estate industry and promoting the recovery of real estate sales. "
The recent sharp rise in the real estate industry is also closely related to funds, and large single funds actively grab some real estate stocks. From 1 65438+1October1to165438+1October 25th, 30 stocks in this sector * * * received a net inflow of large single funds of 4.528 billion yuan. Among them, bulk funds have the strongest interest in Vanke A, with a net inflow of 1, 65,438+0.46 billion yuan; The net inflow of 8 stocks, including Gemdale, Poly Development, Shang Lu Development, China Communications Real Estate and China Merchants Shekou, all exceeded 654.38 billion yuan.
The third quarterly report of listed companies shows that * * * 50 companies achieved year-on-year revenue growth in the first three quarters, accounting for over 40%. Among them, Shahe's revenue in the first three quarters increased1423.34% year-on-year; In the first three quarters, the revenues of nine companies, including China Land Investment, ST Taihe, Yuetai, Tian Fang Development and Electronic City, increased by more than 100%.
When analyzing the investment opportunities in the real estate industry, Chen Xingwen said: "The logic of stock selection in the real estate industry should be based on the development and operation of its main business projects. At present, the valuation of real estate stocks is at a low level, and with the support of policies, it is expected to have an upward trend. "
Xia, the investment fund manager of Paipai.com, told the Securities Daily reporter: "With the continuous introduction of favorable policies for real estate, companies with competitive advantages in the industry will obviously benefit. Investors can focus on leading listed companies with refined management capabilities and lighter assets. "
Or you can download the e-book there
Have you done any commendable charity work?