A-share real estate stocks rose by 100 shares, and institutions: the turnover of new houses and second-hand houses in many places improved from the previous month.
On May 15th, after the opening of A shares, the real estate index kept rising. As of press time, the real estate index rose by 3.7%, with 109 constituent stocks and over 100 stocks.
Among them, Everbright Jiabao, Tiandiyuan, Cinda Real Estate, Yunnan Chengtou and I Love My Family have daily limit, Binjiang Group has increased by 9.87%, special service has increased by 8.41%, Huafa shares have increased by 7.51%, China Merchants Shekou, Poly Development, China Communications Real Estate and Tianbao Infrastructure have increased by more than 6%, and Nanguo Real Estate, Vanke A, Beijing Investment Development and Daming City have recorded 5%.
In the news, it is reported in the market that relevant departments are considering a plan to let local governments all over the country buy unsold stock houses. The scheme may allow banks to provide loans.
In addition, the housing purchase restriction that has been implemented for 14 years has become history in many cities. Chengdu, Hangzhou, Xi ‘an and other hot cities completely canceled the purchase restriction, and several cities in Guangdong Province improved the architectural design on the supply side and reduced the pool area, which helped to enhance market sentiment to some extent.
From the perspective of market performance, according to the data of 58 Anjuke platform, after Xi’ an lifted the purchase restriction on May 9, the online second-hand housing search fever increased by 22% compared with the previous day; New homes rose by 39%.
Last week, the transaction volume of second-hand houses in Shenzhen increased by 201% month-on-month, and the number of houses for sale declined for three consecutive weeks. A real estate in Xihu District of Hangzhou sold 50 million yuan at the speed of light in a single day, and foreign buyers organized a group to "bargain-hunting".
Debon Securities’ latest weekly report on the real estate industry shows that the transactions of new houses and second-hand houses in many places have improved month on month. Last week (May 6 -10), the cumulative land transactions in the top 100 cities were -27.32% year-on-year. Last week, the planned construction area of residential land in 100 large and medium-sized cities was 2,241,200 square meters, a cumulative year-on-year increase of -27.32%. Among them, the planned construction area of residential land in first-tier cities was -39.64% year-on-year, and the planned construction area of residential land in second-tier cities was 327,500 square meters, which was -15.70% year-on-year.
The cumulative year-on-year decline in the sales area of commercial housing in 30 large and medium-sized cities has narrowed. Last week, the transaction volume of commercial housing in 30 large and medium-sized cities was 1,906,700 square meters, with a cumulative year-on-year ratio of -42.62%. Among them, the transaction volume of commercial housing in first-tier cities was 411,000 square meters, with a cumulative year-on-year ratio of -37.59%, and that in second-tier cities was 980,700 square meters, with a cumulative year-on-year ratio of -43.73%.
Guoxin Futures believes that from a national perspective, at present, housing-related purchase restrictions are only relatively strict in the core urban areas of a few areas such as Beijing and Shanghai. In the later period, the demand-side favorable policy, which mainly cancels the purchase restriction policy, will become the main trend nationwide. However, the purchase restriction policy in the core areas of first-tier cities is completely cancelled or still relatively cautious. Of course, there is still some room for optimization in the later stage.
From the perspective of real estate policy orientation, the high probability is still loose, highlighting "marginal optimization and continuous fine-tuning". Judging from the characteristics of real estate, the investment attributes of some commercial housing may be more prominent. Compared with this, the residential property of affordable housing may be more significant. From the perspective of real estate enterprises, it may usher in further adjustment. Head housing enterprises with stable operation and good reputation are expected to get greater support in financing and government policies. In contrast, some small and medium-sized real estate enterprises are under certain pressure. From the perspective of real estate prices, it is expected to go up structurally.