The industry structure improves, the real estate ETF (159768) rose against the market, and the increase in New City Holdings increased
Author:Capital state Time:2022.09.14
On September 14, the real estate sector rose against the market.China Merchants Shekou led the rise, and the development of Xincheng Holdings, Nanjing Hi -Tech, Huafa, and Poly had risen, driving the real estate ETF (159768) since August.Real Estate ETF (159768) has continued to be active, with current turnover exceeding 26 million yuan.
Tianfeng Securities said that the improvement of the industry pattern after the supply -side reform of the real estate industry in this round, as well as the Alpha and Beta resonance opportunities brought about by the growth of short -term demand policy."Switching, that is, from" high debt, high leverage, high turnover "to" high energy, high credit, high quality ".State -owned central enterprises and leading real estate companies with better credit qualifications and resource reserves are expected to benefit from the industry's recovery in the second half of the year.
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