There is another big trick in Shenzhen property market.Vegas777! This time it is planned to make a move on the shared area!
On May 14, a reporter from the Securities Times learned from the Shenzhen Municipal Bureau of Planning and Natural Resources that the 2024 edition of Shenzhen Architectural Design rules will be officially released in the near future, including the reduction of shared residential area and the effective increase of housing rate. 150m high limit for residential and dormitory, and so on. At present, the design of construction projects that have applied for the "commercial housing pre-sale license" or construction projects whose planning conditions have been verified cannot be changed; the design and adjustment of other construction projects shall be implemented in accordance with the new rules under the guidance of the administrations directly under them.
According to the analysis of people in the industry, the 2024 edition of "Shenzhen Architectural Design rules" will not only help to improve the level of urban planning and construction, improve architectural quality, and promote the standardization and standardization of architectural design and planning management. it will bring new breakthroughs to promote the sustainable development of economy, society and environment, especially to the improvement of housing quality and living environment.
Prior to this, several cities belonging to Guangdong-Hong Kong-Macau Greater Bay Area have launched a new policy on the property market, and Foshan and Huizhou have issued adjustments to the planned capacity area and public sharing. Li Yujia, chief researcher of the Housing Policy Research Center of the Guangdong Provincial Institute of Urban Planning, believes that the essence is to reduce the unit purchase price and cost by increasing the inside area and the actual use area, thus reducing the house price in disguise, which is helpful to enhance the enthusiasm of home buyers. This has also boosted the enthusiasm of developers to acquire land. Projects with higher housing acquisition rates are more competitive than other projects, with lower unit prices and faster disintegration.
Since May, the property market policy has been released intensively, and the real estate sector has rebounded obviously. As of May 14, the CSI 800 real estate index won four Lianyang, the real estate sector bullish funds also continue to use ETF to seize the relevant opportunities! Data from the Shenzhen Stock Exchange show that on May 14, real estate ETF (159707), which represents the market of A-share leading real estate enterprises, received a net inflow of 17.32 million yuan again, increasing its holdings for three consecutive days, attracting a total of more than 39 million yuan in the past three days.
Can the plate market continue?Vegas777? Bank of China Securities believes that the short-term mainland property sector market may continue, at the same time, the market for first-tier cities to further relax purchase restrictions are still expected, which for the follow-up plate market may also play a certain support. But whether there is a more significant sustained market still depends on whether the national fundamentals can be realized in the end.
The agency further pointed out that if there are more clear rules for "digesting the stock of real estate", it may become the anchor of this round of plate recovery. At this stage, the logic of the real estate sector is "fixed tone shift + demand-side policy loosening + foreign capital entry + reduction of cash flow pressure of real estate enterprises after the market picks up". Housing enterprises suggest to focus on central state-owned enterprises with no liquidity risk and good fundamentals of land sales, as well as private enterprises with relatively high safety factors.
The layout of high-quality central state-owned enterprises and high-quality housing enterprises, it is recommended to focus on real estate ETF (159707). The data show that the real estate ETF (159707) tracks the CSI 800 real estate index and brings together 16 head high-quality real estate enterprises in the market, which has an obvious head concentration advantage in the investment direction. The equity weight of the top 10 components is more than 80%, and the central state-owned enterprise content is high! Real estate ETF (159707) is also the only industry ETF on the market that tracks the CSI 800 real estate index, with scarcity and identification.
Data sources: Shanghai and Shenzhen Stock Exchange, China Composite Index, Wind, etc.
Risk hint: real estate ETF passively tracks the CSI 800 real estate index, which is 2004 on the base day.Vegas777. 12Vegas777.31, the release date is 2012.12.21, the composition of the index stocks is timely adjusted according to the compilation rules of the index, and its historical performance does not predict the future performance of the index. In this paper, the index stocks are only displayed, and the individual stocks are not described as any form of investment advice, nor do they represent the position information and trading trends of any fund under the manager. The risk level of the fund assessed by the fund manager is R3-medium risk, which is suitable for balanced (C3) and above investors. Any information that appears in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only and the investor is responsible for any discretionary investment behavior. In addition, any point of view, analysis and forecast in this article does not constitute any form of investment advice to the reader, nor is it liable for direct or indirect losses arising from the use of the contents of this article. Fund investment is risky, the past performance of the fund does not represent its future performance, and the performance of other funds managed by fund managers does not constitute a guarantee of fund performance, so fund investment should be cautious.