Mortgage prices rise again, real estate stocks trading

China Network finance March 31 News yesterday, the central bank issued a notice, will buy ordinary from the housing "second Suite" down down to no less than 40%, buy ordinary from Housing Provident Fund down to the ratio adjustment to 20%, buy ordinary from housing two Suite Provident Fund down payment ratio of 30%, and the Ministry of Finance announced " The business tax is five exempted from the full two exemption.

As a result of the market on the two mortgage down payment ratio has been expected, yesterday afternoon real estate stock will be greatly pulled up, deep room A, poly real estate, investment real estate, such as 10 languished real estate stocks close to trading, institutions also frequently appear in the real estate sector. After the plate, heavy news landed, two suites loan untie, today opened real estate shares to pull back sharply. As of press, the plate rose more than 2%, Rong real estate trading, deep Room A or 9.22%, China Merchants Real Estate, Jinrongjie, Central and south Construction, Zhongtian City, the increase of 5%.

For the central bank's new deal, Minsheng securities that encourage combination loans and second-suite down-payment ratio of the intensity of expectations, the real estate market short-term pressure relief. But the current round of real estate adjustment is a short-term factor (credit tight) and medium and long-term factors (policy return neutral + high inventory + population aging) resonance results, now the bailout can only alleviate short-term problems, but can not reverse the medium-and long-term trend. In the future, real estate policy may be further loosened, monetary policy continues to be loose and infrastructure investment continues to increase.

Li Dahuan, chief economist at Britain Securities, also said the real estate bailout deal exceeded expectations and fully reflected the determination of policymakers to stabilize the market. This is a major change in real estate policy, conducive to their own and improve the demand for property market stability, the stability of the stock market also plays an important role, excellent real estate stocks have a chance.

SYWG Hongyuan also made clear in the research report that look at many real estate stocks structured investment opportunities. Investment proposals, SYWG said, the real estate unit in the first quarter of the agency to reduce the number, 3 April real Estate sales Ying Yang, the whole year is still a small recovery, the follow-up real estate policy can still be expected, selected structural investment opportunities, optimistic about the leading, section, regional growth, the Internet + investment opportunities.

CICC analysis that the new deal measures, the timing is more than expected, will drive real estate sales. CICC also said that now is the best investment time for property stocks, the 2015 policy surprises more than the fundamentals, continue to look at the performance of many real estate stocks, from the valuation of the still 20% of the rising space. Specific stock aspects, can focus on Vanke, China Merchants Real estate, poly Real Estate and other leading companies, the first open shares, Central and south Construction, Chinese enterprises, such as small and medium-sized market value companies can also have opportunities to explode.