Investment real estate by institutional investors to vote a day to sell 36.4 billion

145 Stock Base 4 trading day floating profit reduction of 783 million yuan since September 17, the 4 trading day, China Merchants Real Estate [micro-bo] share price decline has reached 12.02%, the market value than the suspension before the loss of more than 4.6 billion Yuan newspaper reporter Chen Lin merchants real Estate recently trouble.　　Yesterday, the real estate tax pilot expansion may accelerate the impact of the day, China merchants property prices fell 3.01%, and September 17, China Merchants Real estate after the debut of the plan to increase the scheme, investors chose to vote with their feet, a fall. Although brokers, including Wanguo [Weibo], have expressed optimism, it is considered that the increase probability of the proposed scheme is large, the assets injected into the large shareholder is the remaining land resources of the Sea World block in Shekou industrial zone, so it is in line with the SFC to solve the competition, reduce the related transaction, and enlarge and strengthen the enterprise. At the same time, a total of 246 million shares of the proposed share capital, accounting for 14.3% of the existing equity, diluted share capital.　　In addition, the injection project price is reasonable, profitability is strong. According to the calculation of investment real estate, this time to obtain a large shareholder block texture fine, of which the Sea World one phase of the estimated price can reach 70,000 yuan/square meters above, gross margin of more than 45%, will be listed companies contribute 2.17 billion yuan net profit.　　The assets accounted for 95.6% of the total trading price, up to 4.65 billion yuan. It should be noted that wind data show that as of the end of the two quarter of this year, a total of 145 active management of partial-stock funds holding investment estate.　　As of September 24, the 4 trading days since September 17, China Merchants real estate prices have been down 12.02%, that is, only 4 trading day, 145 of the floating surplus of funds reduced by 783 million yuan. Re-licensing 4 trading days the market value of investment has shrunk by 4.6 billion yuan. According to media reports, the Department will organize a second round of property tax technology training in October. This means that the pace of expansion of the housing tax pilot may accelerate as the technology prepares to mature gradually.　　By this effect, yesterday, the price of the million gold shares fell more than 2%, of which investment and poly Real Estate [micro-blog] have fallen more than 3%. Not only that, China Merchants real estate has also been trouble. September 17, the one-month suspension of China Merchants real Estate recovery card,　　And threw out a set of plans to issue 248 million shares, for the acquisition of the controlling shareholder located in Shenzhen Shekou Sea World area and to raise no more than 1.622 billion yuan in cash to specific investors, the total amount of the scheme involved amounted to 6.5 billion yuan, thereby refreshing the real estate listed companies to refinance the amount of new records this year. However, this increase in the scheme has encountered market institutional investors with the foot vote.　　September 17 Merchants Real estate resumption of the day, the total deal 503,800 hands, the amplitude of 8.58%, and finally to the decline of the report, the market value of a day to shrink more than 3.8 billion yuan.　Wind data show that as of September 24, the 4 trading days since September 17, the decline of China merchants property prices has reached 12.02%, the market value than the suspension before the loss of more than 4.6 billion yuan.　Institutional investors use their feet to vote 36.4 billion yuan a day wind data show that September 17, the Dragon and Tiger list, the top five sales of investment property is the organization, the cumulative sale of 364 million yuan, and when the three big buy seats on the cumulative purchase of investment real estate 85.8852 million yuan. China Merchants Real Estate said that the Shekou industrial zone into the Sea World Residential Land, nu wa Square and the Cultural and Arts Center project, are located in the Sea World area of Linhai land, belonging to the last case of residential plots, only 0.13 square kilometers, the value of 4.864 billion yuan, equivalent floor price of 29,000 yuan/　　sqm。　　In China Merchants real estate held on the issue of shares to buy assets, and raise supporting funds and related transaction plans on the Internet, investors have repeatedly questioned the exorbitant price. According to the calculation of investment real estate, this time to obtain a large shareholder block texture fine, of which the Sea World one phase of the estimated price can reach 70,000 yuan/square meters above, gross margin of more than 45%, will be listed companies contribute 2.17 billion yuan net profit.　　The assets accounted for 95.6% of the total trading price, up to 4.65 billion yuan. In this regard, Wanguo Securities Company believes that the proposed expansion of the project to obtain a large probability of approval. Injected assets for the major shareholder in Shekou Industrial Zone, the remaining land resources of the world, thus in line with the SFC to solve the competition, reduce related transactions, bigger and stronger enterprise guidance, the probability of a large batch. At the same time, the proposed share capital amounted to 246 million, accounting for 14.3% of the existing equity, and diluted share capital.　　In addition, the injection project price is reasonable, profitability is strong. 145 Shares of China Merchants real Estate 4 trading day profit reduction 780 million yuan "securities daily" Fund news department according to wind information data statistics show that as of the end of this year, a total of 251 funds holding investment estate,　　Accumulated 358 million shares, compared to the end of last year to reduce 76.8624 million shares, the proportion of shares in the circulation of 52.35%. It should be noted that among the 251 funds that hold the investment estate, 145 have actively managed the biased stock fund, among them, the silver growth stock, the development of Guangdong small disk growth and rich days bo innovation theme, such as 3 Fund shareholding more than 10 million shares.　　In concrete terms, the number of shares in the development of Bank of China merchants, 14.0998 million shares, compared to the end of last year to reduce 2.8002 million shares, the proportion of the net worth of funds for 3.85%, the development of Guangdong small disk growth and the rich days bo innovative themes of the theme of investment holdings 10.4365 million shares and 10.0111 million shares. Wind data show that China Merchants Real estate close to 24.81 yuan/share, with its September 17 opening of the 27.8 yuan/share calculation, 4 trading day has fallen 12.02, the holding of investment real Estate 145 offset stock Fund book floating surplus also with the reduction of 783 million yuan. Among them, the number of shares in the first one of the Silver Growth Fund float reduced by 42.1585 million yuan, the number of shares closely followed by the GuangdongSmall disk growth and rich days bo innovative theme of the same period of floating surplus to reduce 31.205 million yuan and 29.9332 million yuan respectively.　　At the same time, the above 3 fund returns are ranked similar funds after the 1/2 camp. It should be noted that China Merchants real estate three quarter since the cumulative increase of 2.18, the position of the 145 funds in the same period floating surplus to 139 million yuan.