China Business Daily (Reporter Wang Tongxu)On January 26th, the three major indexes of A shares were mixed. At the close, the Shanghai Composite Index rose by 0.14%, the Shenzhen Component Index fell by 1.06%, the Growth Enterprise Market Index fell by 2.23%, the Beizheng 50 Index fell by 2.4%, and the turnover of the Shanghai and Shenzhen stock markets was 828.7 billion yuan. More than 3,000 stocks in the two cities fell, with a net purchase of 1.51 billion yuan in northbound funds.
On the theme of the plate, real estate rose for three consecutive days, and today’s increase is ahead of the industry plate; Affected by good news, the concepts of Hainan Free Trade Zone and Free Trade Port were also among the top gainers.
Today, the fever of real estate stocks continues. Real estate services and real estate development sectors were among the top gainers. Special service 20cm daily limit; Hainan Expressway, Shahe Shares and Pudong Jinqiao have a daily limit of over 10cm; China Communications Real Estate, Sunshine, Waigaoqiao, Everbright Jiabao, Cinda Real Estate, Chinese Enterprises and Guangming Real Estate all rose by more than 9%. In addition, SI Development and Shanghai Lingang also have daily limit.
Recently, there have been frequent policies in the real estate sector, which have been beneficial again and again. After yesterday’s close, the press conference of the State Council Office was held. Xiao Yuanqi, deputy director of the State Administration of Financial Supervision, said at the meeting that the coordination mechanism for urban real estate financing will be accelerated and effective, and financial institutions will be guided to implement the management requirements for operating property loans; Support local city governments and housing construction departments, and further optimize individual housing loan policies such as down payment ratio and loan interest rate due to city policies.
Today, another good news was released. In the morning, the Ministry of Housing and Urban-Rural Development held a deployment meeting of the coordination mechanism for urban real estate financing. The meeting emphasized that the orderly development and construction of the project is the basis for the stable and healthy operation of the real estate market and concerns the vital interests of the people. In view of the current financing problems of some real estate projects, all localities should take projects as the object, study and put forward a list of real estate projects that can be given financing support, coordinate the issuance of loans by financial institutions within their respective administrative regions, and accurately and effectively support reasonable financing needs.
Guojin Securities believes that the central government attaches importance to the health of real estate financing, and the financial industry is duty-bound to strongly support the real estate sector. The follow-up will further optimize the down payment ratio and loan interest rate. The support of the financing side can improve the cash flow of housing enterprises to a certain extent, and the key to the stable and healthy development of the industry lies in the stabilization of sales, which still needs the continuous support of comprehensive easing policies at both ends of supply and demand. Or we can focus on the improved central enterprises and state-owned enterprises with the bottom of the current valuation, good operating conditions and benefiting from the optimization of the industry structure.
In addition, the Shanghai Free Trade Zone has not diminished, and the Hainan Free Trade Zone has also "come from behind".
This morning, the volume of Hainan’s free trade sector rose by more than 4%, and the half-day transaction exceeded the whole day yesterday. Kangzhi Pharmaceutical once hit a daily limit of 20%, and then fell back to an increase of about 9%.
In addition, Hainan Ruize, Jingliang Holdings, Hainan Development, Hainan Coconut Island, Hainan Expressway, Haiqi Group, Strait Shares and Huawen Group all had daily limit.
In the news, Dai Zhen, director of the Foreign Affairs Office of Hainan Province, answered a reporter’s question at the "Director’s Channel" of the Third Session of the Seventh National People’s Congress of Hainan Province yesterday, saying that 30 free trade zones around the world have actively responded to the initiative of joining the global free trade zone (Hong Kong) partnership, and Hainan’s international "circle of friends" is growing.
In addition, the three-dimensional and diversified international network of contacts in Hainan Free Trade Port has taken shape. Last year, Hainan added four foreign friendship cities, resumed and opened 50 overseas passenger and cargo routes, and more than 500 batches of foreign dignitaries, heads of international organizations, representatives of diplomatic envoys in China, executives of Fortune 500 companies and media leaders from more than 100 countries visited Qionglai.
According to Haikou Customs data, in 2023, Haikou Customs supervised a total of 43.76 billion yuan of duty-free sales from outlying islands, up 25.4% year-on-year; The number of duty-free shopping was 6.756 million, a year-on-year increase of 59.9%.
Guosen Securities said that the third phase reconstruction and expansion project of Sanya Airport will start at the end of November 2023, which can meet the annual throughput demand of 30 million passengers in the future. From the mid-line, Hainan Airport has core advantages such as the key airport card position of Hainan Free Trade Port and the duty-free benchmark commercial resources of Haikou Riyue Plaza. In the future, the mid-line is expected to directly benefit from the customs clearance construction of Hainan Free Trade Port.
(Note: The picture comes from a straight flush, and this article does not constitute any investment advice.)
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