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CHINA RES LAND News
They're all back! Property markets in more than ten cities: Enthusiasm for buying homes is high, and developers are making every effort to promote the market
The “May 17 New Deal,” dubbed “unprecedented” and “unprecedented in history,” has greatly stimulated the enthusiasm of buyers through measures such as lowering the lower down payment ratio and lowering loan interest rates.
May LPR released! If the 1-year term and 5-year term continue to be “on hold”, is the rating expected to be downgraded in the second quarter?
In line with expectations
Property markets in many cities heated up significantly in the first weekend after the New Deal, and the market is looking forward to the implementation of policies such as reducing down payment ratios
With the regulatory authorities announcing a major property market policy on May 17, the era of the most relaxed property market credit has arrived. The effects of the policy in various regions have gradually begun to show, and buyers' willingness to enter the market has increased markedly.
Opinion | The real estate cycle may face a turning point, and sector revaluation is expected to continue
Source: CICC Dianjing Authors: Sun Yuanqi, Li Hao, Zhang Yu, etc. Summary Policy Highlights: On May 17, the State Council Policy Routine Briefing mainly discussed policies in the four areas of guaranteed delivery, acquisition of existing commercial housing, revitalizing existing land, and mortgages. We believe that the highlight is that the collection and storage mechanism may be effective in mitigating the cash flow risk of housing enterprises and consolidating financial stability; the lower down payment ratio is the lowest in history, and the lower interest rate limit for personal housing loans has been lifted, and the credit policy adjustments have exceeded expectations. Market outlook: We believe that the downward slope of the market in the early stages has moderated marginally, and the recent centralized introduction of policies is expected to speed up the cycle. We judge 6-
Can banks actually benefit from the “four arrows going hand in hand” in real estate finance? Industry: Both people, real estate, and money are involved, and the impact on asset quality is better than pricing
Xiao Feifei, chief banking analyst at CITIC Securities, believes that in terms of current real estate finance logic, quality is more important than pricing.
Express News | Good release for the real estate sector to rise again
Big Bank Ratings | Citibank: China Bank of China Prefers CCB and Postbank Domestic Housing Stocks Prefer China Resources Land, Shell, etc.
Glonghui, May 20 | Citibank released a research report saying that the People's Bank of China and the State Financial Supervisory and Administration recently announced a package of real estate easing policies, including lowering the minimum down payment limit, abolishing the lower mortgage interest rate limit, and lowering the interest rate on housing provident fund loans. The People's Bank of China will also provide affordable housing loans, which are expected to promote 500 billion yuan in loans to support local governments in purchasing residential inventory. The bank expects that the measures will improve the relationship between supply and demand in the real estate market and restore market confidence. I believe the policy shows that the Chinese regulatory authorities are continuously strengthening their efforts and determination to curb systemic risks. It is hoped that when property prices are adjusted
Intraday Overview | Tech Index rose nearly 1%, non-ferrous metals stocks and auto stocks strengthened, Lingbao Gold rose nearly 12%, and Xiaopeng Motor rose more than 8%
The Hang Seng Index rose 0.57% and the Tech Index rose 0.92%; TechNet stocks had mixed ups and downs; Bilibili rose nearly 3%, JD.com and NetEase rose about 2%, Baidu fell more than 3%, and Meituan fell nearly 2%; gaming stocks rose, and Aobo Holdings and Galaxy Entertainment rose about 4%.
Express News | CITIC Securities: The next stage will open up room for incremental mortgage interest rates to decline, and there is a possibility that the purchase restriction policy will be further relaxed
Express News | Guotai Junan: It is estimated that collecting and storing new homes will require a capital scale of 2.6 trillion to 4.4 trillion yuan
Express News | CICC: The real estate cycle may face a turning point, and sector revaluation is expected to continue
Express News | CITIC Construction Investment: favorable real estate policies are intensively released, and securities industry valuations and performance repairs can be expected with double click
What is the impact of the first weekend of the New Property Market Deal?
On May 17, the central bank announced a package of new real estate finance policies, clearly abolishing the lower limit of mortgage interest rate policies at the national level, lowering the mortgage down payment ratio and interest rate on provident fund loans, and establishing affordable housing reloans.
Express News | The central bank's media quoted the industry: mortgage interest rates will drop significantly in the future
Express News | The implementation of the housing guarantee policy has paid off: enthusiasm for home purchases has been unleashed, and developers have worked overtime to push the market
Real estate stocks have rebounded by more than 50%, and are now receiving huge benefits! Big friction “recommended defense”
Many places are following up on lowering interest rates on provident fund loans
Agency: Real estate expectations are reversed, and the market is leveling up
Recently, real estate has been intensively catalyzed, and with the reversal of real estate expectations, the short-term market is expected to level up.
Express News | How to understand the New Real Estate Deal? Zheshang Securities: The inflection point on the right side of the stock market and bond market may have been determined
Express News | Both Kitakami, Guangshen and Shenzhen announced a reduction in interest rates on housing provident fund loans
Kerui: The total land storage value of TOP100 housing enterprises at the end of 2023 was 29.3 trillion yuan, a year-on-year decrease of 13.9%
At the end of 2023, the total land storage value of housing enterprises declined, the top 50 threshold dropped significantly, and leading companies still had an advantage. Land storage and sales of the top 100 housing enterprises have reached 70%, and the pressure on small housing enterprises has increased.
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