BK0688 REITs
- 717.046
- +0.881+0.12%
Shanghai optimizes and adjusts real estate market policies The hot trend in the real estate sector is expected to continue
① Shanghai issued a notice on policies and measures to optimize the stable and healthy development of the city's real estate market. The “Notice” clearly adjusts and optimizes housing purchase restriction policies. ② Qi Dong of Open Source Securities believes that the signal for the central government to stabilize real estate is clear. Future real estate policies will continue to be relaxed, and there is still room to release demand for home purchases. Continue to be optimistic about strong credit real estate enterprises with high investment intensity, excellent layout area, and market-based mechanisms.
Vanke's “Slimming Plan” has made substantial progress, successfully transferring more than 2.2 billion yuan of land at the Shenzhen Bay Super Headquarters
“This transaction is one of the company's initiatives to resolutely implement a slimming and fitness package.” While Vanke is taking the initiative to “slim down,” it has also made a major breakthrough in financing.
Vanke received 20 billion yuan! The largest single real estate loan landed in recent years
In recent years, the real estate industry has secured the largest single loan amount.
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
[Data review] Military and real estate ETF turnover surged month-on-month, leading to capital game Vanke A
① Today, the turnover of many military and real estate ETFs surged from yesterday. Among them, the turnover of leading military ETF (512710) increased 137% month-on-month, and real estate ETF (159707) increased 114% month-on-month. ② Vanke A, which had gone up and down, was sold by northbound capital and institutions, and bought by two first-tier tourism companies.
A number of ministries and departments are planning to launch a “major initiative” for real estate, and the real estate industry chain may become the strongest main line in the market
① According to Caixin reports, the real estate industry continues to decline, and policies and measures aimed at digesting the stock of real estate and optimizing incremental housing are being prepared. The scope of “insurance handover” rescue may be further expanded, and discussions are under way to buy existing housing. ② Guotai Junan Securities pointed out that the recent intensive implementation of policies has helped repair market expectations and led to an increase in market trading activity.
The starting bid price was 2.2 billion yuan to transfer a plot of land in Shenzhen, and Vanke began implementing a “slimming down” plan
① Regarding the plot to be transferred, Vanke told reporters that the current listing and transfer of the plot is one of the company's initiatives to promote a package of slimming and fitness plans. ② While disposing of assets, Vanke is also promoting related financing work in terms of asset revitalization.
Vanke's sudden! Wang Shi gave up his 10 million pension!
According to financial reports, on April 30, at Vanke's 2023 shareholders' meeting, Vanke CEO Zhu Jiusheng revealed to the media: “Because Vanke's funds are tight, Wang Shi voluntarily gave up his 2023 10 million pension.”
Real estate stocks are collectively “agitated”! Shimao Group surged more than 60%. Can we expect the market on the right?
It is expected to transition to the market on the right
The ripples of the low-altitude economy have spread, and various application scenarios have risen one after another. When will they shift to “mass consumption”?
Low-altitude economic development is gradually accelerating, and related planning and layout are also gradually spreading to infrastructure, applications, etc. The recent implementation of various “low-altitude economy +” application scenarios has further stimulated people's attention to the low-altitude economy application side. So at this point, what application scenarios have been spawned by the low-altitude economy? What is the current state of the various scenarios?
Heavy warehouse bought back Meituan Kuaishou! Zhong Geng Qiu Dongrong's quarterly report revealed that there were many moves to adjust positions
Early this morning, Qiu Dongrong's products revealed a quarterly report.
Vanke responds to hot public opinion events such as Yantai's “Report Gate” in the eyes of the storm
① Vanke, which is in the midst of the storm, held an investor exchange meeting today to respond to hot issues that the market and investors are concerned about. ② The reception staff for this exchange meeting included Yu Liang, Chairman of Vanke's Board of Directors, Zhu Jiusheng, President of Vanke, and Zhu Xu, Secretary of Vanke's Board of Directors.
A number of new top private equity positions have surfaced: Chongyang, Gaoyu, Tamsuiquan, Rui County, etc. have taken action
① Sixteen 10 billion private equity products have appeared in the list of the top ten tradable shareholders disclosed in the 2023 quarterly reports of 30 listed companies, with a total market value of 25.221 billion yuan; ② Qiu Guogen held a total market value of nearly 2.3 billion yuan of SF Holdings at the end of last year and continued to increase its holdings in January; ③ Gao Lin's Shanghai Linren Private Equity Fund reduced its holdings of Shanghai Electromechanical to 6.022,300 shares. ④ Dong Chengfei added Lexin Technology.
Net profit of SF Express Holdings increased by more than 30% in 2023, and the instant delivery business in the same city achieved full-year profit for the first time | Annual Report Interpretation
① The net profit of SF Express Holdings increased by more than 30% in 2023. Among them, the express logistics sector achieved volume growth and contributed 70% to revenue, and the supply chain and international sector revenue declined. ② The company announced on the same day that it plans to distribute a cash dividend of 6 yuan (tax included) to all shareholders for every 10 shares, an increase of 140% over the previous year in 2022, and the dividend ratio will reach 35%
Can Vanke get help in the eyes of the storm?
Vanke's debt problem continues to ferment.
Large operating assets provide financing space, and the seller's latest interpretation of Vanke's debt repayment possibilities
① Vanke promotes long-term equity investment in real estate represented by REITS to explore asset appreciation and monetization paths; ② the central bank and other new policies are conducive to optimizing the debt structure and effectively reducing the risk of public debt default; ③ as project funding gradually settles down, it is expected to further support the real estate industry.
After Xinhua Assets “refuted the rumor”, Vanke's shares and bonds were adjusted at the same time. Why did Xinhua Insurance also lead the decline? Vanke A holdings have continued to be reduced in the past two years
① After Xinhua Asset “refuted the rumor”, Vanke experienced a “double attack on equity and debt” today. Many of its bonds fell, with some falling by more than 20%. ② The data shows that as of the end of 2022, the total loan amount of Vanke and Xinhua Assets was about 9.782 billion yuan. ③ In the past two years, Xinhua Insurance has reduced Vanke's shareholding ratio from 1.48% to 1.01%, which industry insiders believe is reasonable. However, during the same period, China Life Insurance increased its holdings of Vanke.
Excellent real estate student Vanke is stuck in debt rollover rumors that many domestic bonds have fallen
Vanke, a real estate “superior student,” has drawn attention from the outside world about its ability to repay its debts.
The central bank supports high-quality housing enterprises to improve their liquidity conditions, and institutions are optimistic that leading local state-owned enterprises will benefit
① Central Bank Governor Pan Gongsheng said that he supports high-quality housing enterprises to revitalize their existing assets, expand the scope of use of capital, and improve liquidity conditions. ② According to the Capital Securities Research Report, policy easing is close to the 14-year level, and the current environment is favorable to leading local state-owned enterprises with market-based competitiveness.
Rekindle the money-making effect? Inventory and outlook of Hong Kong stock IPOs
Along with expectations of valuation restoration, market sentiment is expected to gradually pick up, and new share purchases may become popular again.