理解市場 | 內房股盤中走高 一線城市陸續出台地產新政 機構稱新政有望推動樓市需求釋放
Chinese property stocks rose during the session, with SINO-OCEAN GP up 13.07%, COUNTRY GARDEN up 4.84%, CHINA JINMAO up 3.27%, and Sunac China up 2.91%. On September 5th, Shenzhen introduced new policies to relax purchase restrictions and credit policies, which is expected to boost demand in the real estate market. CITIC Securities pointed out that the new policies are stronger than those in Beijing and Shanghai, which may provide support for Shenzhen's real estate market. Kaiyuan Securities believes that the overall real estate market is stabilizing, with housing prices likely to fluctuate slightly, and policies will further improve the supply-demand relationship
According to Zhitong Finance APP, Chinese property stocks rose during the session. As of the time of publication, SINO-OCEAN GP (03377) rose by 13.07% to HKD 0.173; COUNTRY GARDEN (02007) rose by 4.84% to HKD 0.65; CHINA JINMAO (00817) rose by 3.27% to HKD 1.58; Sunac China (01918) rose by 2.91% to HKD 1.77.
In terms of news, on September 5th, Shenzhen introduced new policies for the housing market, adjusting housing purchase restrictions and housing credit policies. CITIC Securities pointed out that this new housing policy significantly relaxed restrictions in non-core areas, and commercial loan rates will no longer differentiate between first and second homes. Compared to the relaxation of restrictions, Shenzhen's new policy is stronger than the new policies introduced in Beijing and Shanghai in August. Based on the market performance following the new policies in Beijing and Shanghai, this new policy is expected to support the volume and price of Shenzhen's housing market.
KYG Securities believes that under the influence of various policies aimed at stabilizing the real estate market, China's real estate market has been moving towards stabilization this year. During the stabilization process, housing prices may still experience slight fluctuations. It is anticipated that with the continued influence of policies, the real estate market will further stabilize. With more proactive fiscal policies and moderately loose monetary policies, the work on stockpiling and urban village renovations is expected to accelerate, improving the existing housing supply-demand relationship and speeding up the stabilization process
