[CICC looks forward to real estate in the second half of the year: enterprises under the new industry pattern break out again] China International Capital Corporation judged that the fundamentals of the real estate industry slowed down in the second half of the year without stalling. With the moderate tightening of household-side credit, if the trend of the real market cools in the second half of the year, the boots of policy regulation will fall to the ground and lead to the repair of plate sentiment, and there are still trading opportunities for real estate stocks under the current extremely low valuations and low positions. Combined with the differentiation and evolution of medium-and long-term real estate enterprises, it is suggested that investors should grasp three main investment lines: 1) the "winner" of reshaping the competition pattern; 2) the "leader" of multiple track layout; and 3) the "beneficiary" of potential break-up catalysis.
[nearly 80% of the top 100 housing enterprises rushed to collect the "618" housing festival, a maximum drop of 500000 yuan per set] nearly 80% of the country's top 100 housing enterprises participated in the "618" housing festival. The mid-year buying season began on June 15, with more than 1300 real estate companies and more than 2000 housing units available, with a maximum discount of 500000 yuan per unit and a total profit price of more than 100 million yuan. Among them, Vanke, China Sea and country Garden are the main forces. "in the past, the marketing of real estate enterprises paid more attention to the second half of the year, but as the real estate loan quota will be more tense in the second half of these two years, many real estate enterprises will put their marketing nodes in front of them and try to increase their marketing efforts in the first half Liu Shui, deputy director of enterprise research at the Middle finger Research Institute, said.
Cai Jianchun, general manager of the Shanghai Stock Exchange: carrying out the infrastructure REITs pilot project is an important measure to effectively invigorate the existing assets. Cai Jianchun, general manager of the Shanghai Stock Exchange, said in a speech at the listing ceremony of the first batch of infrastructure REITs on the Shanghai Stock Exchange on the 21st that carrying out the infrastructure REITs pilot project is to implement the decisions and arrangements of the CPC Central Committee and the State Council on risk prevention, deleveraging, stable investment and replenishment, and deepen the structural reform on the financial supply side. It is an important measure to strengthen the ability of the capital market to serve the real economy, further innovate the investment and financing mechanism, and effectively invigorate the existing assets.
[June LPR offer: 1-year and 5-year varieties are the same as the previous month] China's June one-year loan market quotation rate (LPR) is 3.85%, expected to be 3.85%, compared with 3.85% last month. The quoted interest rate in the five-year loan market is 4.65%, which is expected to be 4.65%, compared with 4.65% last month. It remained unchanged for 14 months in a row.
[Hainan: further deployment for real estate risk prevention and control] Feng Fei, governor of Hainan Province, said on June 21 that the provincial party committee and provincial government planned ahead of time to set up a special class for financial risk prevention and control, build a free trade port capital flow monitoring platform in the Haikou center branch of the people's Bank of China, take effective measures to severely crack down on and deal with illegal fund-raising, properly resolve the debt risks of individual enterprises, and give greater support to strong licensed financial institutions. We will firmly adhere to the bottom line that regional and systemic financial risks will not occur. In addition, we have also made further arrangements for real estate risk prevention and control. [from Golden Ten data]
