Real estate stocks soar after new deal loosening

Economic observation Network reporter Chen Leslie by three suites loan strict controls may loosen the news influence, a A-share real estate stock blowout today, the plate index has stood on the 30th EMA, this is the highest point since July.　　North Star Industrial, Hyde shares, Wanfang Real estate, Shun Fa Heng Industry, St Dongyuan 5 real estate units in the trading disk, a few big real estate giants, Vanke Rose 5.52%, China Merchants Real estate, Poly Real estate rose in about 4%.　　And as another market protagonist in real estate policy, bank stocks are today's key contributors, ICBC early start to lead, and the Bank of communications, China Merchants Bank led the plate shares of the overall float red, three stocks rose by more than 2%, and Nanjing Bank, Beijing Bank and other local banks rose more than 3%.　　According to media reports, Qin Hong, director of policy Research at the Ministry of Housing construction, in a public analysis on July 11, the temporary policy of not lending to the third suite and restricting the number of home purchases for social security personnel may be relaxed and withdrawn. Qin Hong that this regulation, a class of policies that need to continue to deepen, including the improvement of land recruitment and filming procedures, housing consumption tax research, the protection of housing construction and so on. The other is a temporary policy, including authorizing local governments to stop lending to a third set of housing, and to stop lending to outsiders.　　The latter temporary policy is likely to be relaxed and withdrawn.　　In the current market downturn, a sharp contraction in trading volumes, the resumption of the third set of mortgage loans, or can be regarded as a signal of the thaw in the property market. It is noteworthy that, when the central authorities authorized the local government to stop lending to more than three housing units, Beijing and other places have been strictly enforced. and including Shanghai, Hangzhou and other areas, some banks still continue to the third suite of approval.　　Market people worry that if the new deal is really loose, will soon cloth and all over, or even conduction to two suite policy, then "the history of the most severe" regulation, it is likely to become a short-lived regulation. Cautious in the market that the main reason for this round of stock market adjustment is housing policy, the latter's exit does not mean that A shares are close to the bottom. The uncertainty of the macroeconomic situation and the ambiguity of the central government's attitude towards the new deal make the future market expectations still unclear.