BK1322 Evergrande-backed
- 161.465
- +3.471+2.20%
Real estate, suddenly a huge benefit!
So what just happened? In early trading, there were two unconfirmed pieces of news circulating in the market.
Agency: Is it possible for the “government to collect storage capacity”?
The game is a typical low win rate and high odds event.
Cui Dongshu: Domestic retail penetration rate of new energy vehicles was 43.7% in April, an increase of 12 percentage points over the same period last year
On May 14, Cui Dongshu, Secretary General of the Passenger Transport Association, published an article stating that the domestic retail penetration rate of new energy vehicles in April was 43.7%, an increase of 12 percentage points over the 32% penetration rate in the same period last year. In April, the penetration rate of new energy vehicles among independent brands was 66.8%; the penetration rate of new energy vehicles among luxury cars was 22.6%; while the penetration rate of new energy vehicles in mainstream joint venture brands was only 7.5%. In April, retail sales of traditional cars fell 22% year on year, while retail sales of new energy vehicles rose 28% year on year, all under high pressure.
Qunzhi Consulting: The penetration rate of own-brand cars in mainland China exceeded 60% for the first time in the first quarter
According to data from Qunzhi Consulting, the penetration rate of own-brand vehicles (IBV for short) in mainland China exceeded 60% for the first time in 2024Q1.
Just now! The Shenzhen property market has made a big move. How do you view it, and how will the market develop in the future?
The 2024 edition of the “Shenzhen Building Design Rules” will be officially released in the near future. The revisions include reducing the area of residential stalls, effectively increasing housing rates, and implementing a 150-meter height limit for houses and dormitories, which have attracted public attention.
Intraday Overview | Tech Index rose more than 1%, and TechNet stocks were trending strongly. Bilibili rose more than 6%; Tencent Music rose more than 9% after its performance
Technology Network stocks rose collectively, with Bilibili up more than 6%, Kuaishou and Xiaomi Group up more than 3%; auto stocks improved, Great Wall Motor rose more than 7%, NIO rose nearly 6%, and Zero Sports Auto rose nearly 5%.
Cui Dongshu: In January-April, the growth rate of passenger cars was relatively good, the commercial vehicle trend was relatively stable, and the main car groups all performed well
Recently, passenger car exports have contributed greatly, and the overall automobile market continues to strengthen, and is expected to reach a record high throughout the year.
近20城推出“购房即落户” 多地掀起新一轮“抢人大战”
①近几年约有20个城市出台“购房即可申请落户”政策，这其中既包括南京、武汉、杭州等核心二线城市，也有金华、驻马店、克拉玛依等三四线城市。 ②另有部分城市还出台了租房即可落户的政策，进一步加大对外来人口、人才的吸引力度。
Relaxation of home purchase and entry policies, abolish the lower interest rate limit for the first home, and Foshan introduced a new property market policy with GDP exceeding 1.3 trillion dollars
Known as the third largest city in Guangdong Province, Foshan has introduced a strong new property market policy from the supply side to the demand side.
Sales differentiation among NEV companies intensified in April: Cyrus surged 700% year on year, Tesla fell month-on-month
① Geely and Changan both showed significant year-on-year growth. The former had a year-on-year increase of 76.3%, and the latter doubled; ② Cyrus had a particularly significant year-on-year increase of 725.7%; ③ Tesla's retail sales volume in April was 31,421 vehicles, down 21.4% year on year, down 21.4% year on month; ④ The most obvious year-on-year decline was GAC Aian, which fell 36.3% year on year to 26,109 vehicles.
Intraday quick overview | The Science Index rose more than 1% to reach the 4,000 mark; port transport stocks were strong, and COSCO Marine Control rose more than 6%
Water stocks soared across the board. China Water Services rose more than 9%, Beijing Water Group rose more than 8%; high-speed rail infrastructure stocks collectively rallied, CRRC rose more than 9%, and Times Electric rose nearly 7%.
Exploration | Are houses in these places selling well after the purchase restrictions were relaxed or lifted?
What is the impact of policy loosening on local real estate markets?
Guangdong Foshan Releases 13 New Real Estate Policies to Implement Civil Water and Electricity Price Standards for Residential Apartments
The Housing and Urban-Rural Development Bureau of Foshan issued the “Notice on Certain Measures to Continuously Promote the Stable and Healthy Development of the Real Estate Market”, which announced the implementation of 13 new real estate policies, including optimizing the rules for calculating floor area ratios, paying land concession prices in installments, encouraging and supporting housing “trade-in”, and relaxing the home purchase and entry policy.
崔东树：全国乘用车市场价格段销量结构走势持续上行
5月12日，崔东树发布乘用车价格段市场结构分析。
Beijing: Plans to supply about 6 million square meters of commercial housing in 2024
The Beijing Municipal Housing and Urban-Rural Development Commission issued the “2024 Beijing Housing Development Annual Plan”. Among them, it is proposed to better meet reasonable housing needs. The plan is to supply about 6 million square meters of commercial housing this year.
Cui Dongshu: Passenger car retail experienced a cyclical month-on-month decline in April
The passenger car market's retail performance in the first quarter of 2024 was strong, mainly due to base factors. Growth was weak in April, and there is still potential for a return to better growth in the future.
In April, sales volume was 2.36 million vehicles, and nearly 60% of A/H listed car companies declined month-on-month, and their own brands anchored overseas markets
① “Passenger car retail sales showed a cyclical month-on-month downward trend in April due to factors such as price instability. The new vehicle price war for new energy vehicles has brought about a certain increase, but it is not very sustainable and there is serious internal segmentation.” Cui Dongshu, Secretary General of the Passenger Federation, said in an analysis. ② Judging from SAIC Motor Group and GAC's “double decline”, the poor sales volume of fuel vehicles under the joint venture brand is the main reason for their current situation.
Nanjing: Existing housing can be appropriately remodeled or purchased to be used as affordable housing
According to the Nanjing Housing Association, Nanjing recently officially issued the “Nanjing Municipal Implementation Plan for the Planning and Construction of Affordable Housing” (hereinafter referred to as the “Implementation Plan”). In addition to improving the housing security system, it also focuses on Nanjing's appropriate renovation or acquisition of existing housing for affordable housing and revitalizing the use of vacant land and houses. This marks a solid step in promoting the steady and healthy development of the real estate market and improving people's livelihood, and constructing a new model of real estate development.
Xiaomi won the April car market traffic
The discount rate in the automobile market has reached a new high, yet inventory pressure has not decreased.
The benefits of the real estate industry are spreading frequently! Hong Kong stocks and domestic housing stocks are collectively restless. Is there any room for improvement in the future?
The agency believes that real estate stock prices generally respond faster than fundamental recovery, so the bottom of real estate stocks is basically clear. The first promotion focuses on housing enterprises that are deeply involved in first-tier and core second-tier cities, focus on improving products, and have the ability to acquire land continuously.