Domestic housing stocks rallied, Vanke H shares rose more than 11%, and market sentiment warmed up due to policy refocusing on real estate inventory removal

① Hong Kong stocks and domestic housing stocks rose collectively. Among them, Vanke H shares rose more than 11%. What benefits are worth paying attention to? ② Will the policy's reintroduction of real estate inventory have a positive impact on the industry?

cls.cn15:50

Changes in US dollar bonds | China Everre 8.75 06/28/25, the price fell 17.616% to 1.200

The current price of EVERRE 8.75 06/28/25, issued by China Evergrande on May 2, fell -17.616% yield-%.

Zhitong Finance13:02

Under multiple pressures, the performance of new car builders in April was very different: ideally to respond with price cuts, NIO surged year-on-year

① Ideal completed the delivery of 25,787 vehicles in April, a slight increase of 0.4% year-on-year and a decrease of 11.03% month-on-month. ② NIO Auto delivered 15,620 vehicles in April, up 134.6% year on year. Since the beginning of April, NIO Auto's price reduction strategy has been showing results. ③ Zero Sports delivered 1,5005 vehicles in April, a year-on-year increase of 71.96%.

cls.cn09:27

Express News | The number of second-hand residential transfers in Shenzhen hit a new high in the past 3 years in April

BreakingsMay 1 21:15

Express News | Ministry of Natural Resources: Cities with a 36-month commercial housing removal cycle suspend sales of new land

BreakingsMay 1 20:05

The latest statement from the National Development and Reform Commission! Talking about the economic situation, new energy vehicles...

GDP grew 5.3% year on year in the first quarter, 0.1 and 0.8 percentage points higher than the previous quarter and the same period last year, respectively.

Securities TimesMay 1 18:30