The two rounds of soil shots in Guangzhou were concluded during the year, and the state -owned and central enterprises "Baoyuan Field"!Oriental Securities: Real Estate's weak recovery in June, continue to be optimistic about the leader

In the early morning of the 20th, the trend of the A -share real estate sector fluctuated, and the 800 real estate index held 26 ingredients stocks.Among them, Suning's ball rose by more than 4%, Shanghai Lingang rose more than 1%, Vanke A, Poly Development, Xincheng Holdings rose.

Real Estate ETF (159707) is now "Deep V" in the market, which is now reached by 0.32%.

On the news, on the 18th, the second round of soil auctions in Guangzhou ended. The 10 plots of this round of transactions were won by state -owned state -owned enterprises and local platform companies. Among them, Poly developed 3 plots.The biggest winner.

Oriental Securities said that the fundamentals of real estate in June showed a weak recovery situation. Q3 is expected to see a greater efforts and relax policies. It is expected that inter -enterprise differentiation will intensify and continue to be optimistic about the first -line leader and elastic second -line leader of performance.

Data show that the real estate ETF (159707) tracks the CSI 800 Real Estate Index, which is the most concentrated real estate ETF in the current real estate ETF.The top ten ingredients of the major ingredients exceeded 70%.

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