gauntlet1985videogame| The good news is in full swing, and real estate stocks suddenly set off a daily limit! The real estate ETF(159707) closed up 6.02% in the half-day, the premium rate soared, and there may be a large amount of funds involved!

On April 29th, the market continued its upward trend in early trading, with the gem leading the rise, with the Prev standing at a new high of 3100 points in the first year, and real estate stocks stopped rising. By the close of noon, it represented the market of A-share leading real estate enterprises.Gauntlet1985videogameThe CSI 800 property index rose 6%. In terms of constituent stocks, Vanke An and Metro Holdings rose by the daily limit, Dayue City rose more than 8%, and overseas Chinese City A, Financial Street, Binjiang Group and other five shares rose more than 7%.

In terms of popular ETF, the market only tracked the target of the CSI 800 real estate index-- real estate ETF (159707). The floor price closed up 6% in half a day.Gauntlet1985videogame.02%, impact the Japanese line Sanlianyang! Large volume of trading on the floor, with a half-day turnover of more than 56 million yuan and a turnover rate of more than 25%! In addition, the premium rate of real estate ETF (159707) soared to 0.57%, indicating that buying is active, or there may be a large number of funds involved!

Comprehensive market information analysis, the real estate sector in early trading sharply violent pull up or catalyzed by three major factors: 1, local policy; 2, northward capital positions; 3, overfall rebound.

On the policy side, this past weekend, housing-related policies at the local level have been introduced intensively, such as Shenzhen and Nanjing have announced the implementation of commercial housing "trade-in" policy, aimed at stimulating the activity of the local property market. At the same time, Chengdu announced the lifting of purchase restrictions to promote the stable and healthy development of the real estate market.

In terms of funds, northbound Capital bought a net 25.796 billion yuan last week (April 22 to April 26), of which the last trading day (26) bought a net 22.429 billion yuan, a single-day net purchase of a new high since the opening of Land Stock Exchange. Among them, the real estate industry received northward funds to greatly increase its positions, with the number of shares increased to 2.595 billion shares from 2.363 billion shares the previous weekend, an increase of 9.83%.

In terms of valuation, the CSI 800 property index has fallen for four consecutive years, and its PB valuation has fallen to an all-time low. As of April 26, the PB of the CSI 800 property index was valued at 0.56 times, below the time range of more than 99% in the past 10 years. Superimposed recent policies are good for catalysis, as well as plate fundamentals repair expectations, the CSI 800 real estate index valuation is expected to continue to repair upward.

At the current time, how to treat the real estate sector? Founder Securities said that the total market demand is supported, and the central government attaches great importance to defusing real estate risks, and the restrictive policies in core cities may be further lifted in the follow-up. The real estate sector is expected to gradually transition from the policy-driven left market to the right stage supported by fundamentals.

Guojin Securities pointed out that the main tone of continued loosening of the property market policy at the current stage will not change, and the trade-in activities and the reduction of mortgage interest rates are important measures to effectively reduce costs and promote demand. before the property market has stabilized and market confidence has not been repaired, the further introduction of high-energy city policies is still expected to be further strengthened, and continue to focus on state-owned real estate enterprises that focus on ploughing high-level cities and improving their products.

On the layout tool, 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 direction of investment. 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. Attached is a list of the top ten heavyweights:

Data and picture sources: Shanghai and Shenzhen Stock Exchange, China Composite Index, Wind, etc., as of 2024.4.29.

Risk hint: real estate ETF passively tracks the CSI 800 real estate index, the base date of the index is 2004.12.31, and the release date is 2012.12.21, the composition of the index stocks is timely adjusted according to the 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.