399241 REAL ESTATE INDEX
- 977.74
- +2.96+0.30%
Huawei Hisilicon's release of a risk warning notice for high-growth stocks! The company's stock price has risen sharply, with the risk of market sentiment overheating | Highlights of the post-market announcement.
Qinghai Salt Lake Industry: Controlling shareholder signs general cooperation agreement, proposed change of company's controlling rights.
After 14 hours of fierce bidding and 407 rounds of bidding, Vanke won 45% equity of the Guangzhou Panyu old renovation project for 0.03 billion yuan.
① The equity auction of an old reform project in Panyu District, Guangzhou, has sparked widespread attention due to intense bidding. ② After 407 rounds of bidding in a fierce battle lasting 14 hours, it was finally won by a subsidiary of Vanke Real Estate at a price of 30.015 million yuan, with a premium rate as high as 567%.
In August, the performance of the top 100 real estate companies continued to hit bottom, but can the traditional strong sales season, known as "Golden September and Silver October," arrive on schedule?
① In August, sales of the top 100 real estate companies remained low, with many companies experiencing a decline in mid-year performance or even losses. ② Many analysts believe that the real estate market will enter the traditional peak season of 'golden September and silver October', with growing expectations for the introduction of a new round of easing policies.
"Buy a house and get a private plane" - real estate companies are using all kinds of tactics to sell houses.
①"If you don't use the private jet gift package, this part of equity can be converted into cash discounts. This 0.2 million yuan equity can be directly deducted from the house payment"; ②"The real estate developer launched the 'buy a house and get a private jet gift package' activity, which is similar to the practice of buying a house and getting a parking space. On the one hand, it attracts attention, and on the other hand, it launches promotion, indirectly reduces the price, and speeds up the sales of the property by benefiting the buyers."
Vanke and capital giants have teamed up to establish a commercial Pre-REIT fund and plan to acquire two projects in Beijing and Shenzhen.
This fund will mainly be used to acquire two subsidiaries of Vanke, whose main assets are Peking Jiugong Vanke Plaza and Shenzhen Longgang Vanke Plaza. The total size of this Pre-REIT fund is 2.234 billion yuan, of which Vanke Group has temporarily subscribed to 56.05%, and will transfer 36.05% of the subscribed shares to other institutions in the future.
Express News | India's NIFTY real estate index rose 1.6%.
US stocks closed | Non-farm payrolls triggered recession panic, all three major indexes fell, Nasdaq fell 2.43%, Intel plummeted over 26%.
In July, the non-farm payrolls in the USA fell far short of expectations and the previous value. The unemployment rate reached its highest level in three years, and concerns over a recession have led the market to increase its bet of interest rate cuts to over 100 basis points this year.
Hong Kong, Macao, and foreign tourist groups can enjoy a 144-hour visa-free entry to hainan, which can help boost consumer return and promote the recovery of related enterprises' performance.
The National Immigration Administration has announced the implementation of a 144-hour visa-free policy for foreign tourist groups entering Hainan from Hong Kong and Macao starting July 30, 2024. According to data from Ctrip's overseas platform, inbound tourism orders to Hainan Province have increased by 84% year-on-year, with hotel and airline orders increasing nearly 80%.
Express News | India's NIFTY real estate index fell by 2%, and NIFTY bank index fell by 2.4% in India.
Continuing its 'slimming' efforts, Vanke has sold its second-highest grossing commercial project under its banner.
After selling Qibao Vanke Plaza in February of this year, Vanke will sell its Nanxiang Impression City MEGA commercial project in Shanghai. According to Vanke's previously disclosed financial report information, the Nanxiang Impression City project ranks second in the top ten commercial projects (ranked by revenue) managed by Vanke, second only to Shanghai Qibao Vanke Plaza.
Is there a good opportunity to cash out second-hand housing? Chinese developers' stock prices have soared, but it is still difficult to clear inventory of new houses.
On Tuesday, July 2, the stock prices of China's real estate companies listed in Hong Kong surged, after private data showed that annual sales of major Chinese real estate developers continued to slow down in June.
Xinhua United continues to "slim down"! The 505 million yuan equity of Ningxia banks failed to be auctioned, and the 47.28 million shares of Bank of Changsha are still waiting to be auctioned.
China Union's remaining equity in Bank of Ningxia was auctioned at a starting price of 505 million yuan, which attracted many onlookers but was still unsold due to lack of bidders; Meanwhile, Changsha Bank, a subsidiary of China Union, will also soon be auctioning off its 47.2779 million shares of stock at a starting price of approximately 360 million yuan.
Vanke's financing has made progress again, obtaining over 9.2 billion yuan in loans through mortgage guarantee since June.
According to preliminary statistics on Vanke's announcement information, it has obtained approximately 9.257 billion yuan in loans since June by providing equity pledges and guarantee methods. On the investor relations platform, when asked about how Vanke views the real estate market, Vanke's Secretary of the Board expressed that the company always believes that housing demand needs to be dynamically viewed and that there is still ample space in the future.
The effects of real estate policies are gradually manifesting, and core city property markets are expected to see a recovery.
After the implementation of the new policy on May 28th, both the primary and secondary housing markets in Guangzhou have become active. According to the statistics of the Hefu Research Institute, the first-hand and second-hand housing markets in Guangzhou have both shown a trend of recovery under the influence of this new policy. The research report of China Securities Co., Ltd. pointed out that the continuous relaxation of policies is expected to provide support for demand, and core cities and second-hand housing markets are expected to recover first.
Vanke: will pay off $600 million in bonds principal and interest on schedule, and add two new development projects in Shenyang.
On June 6, 2024, the company will deposit all relevant payments into the designated bank account of the agent bank to fully repay the principal and interest of the matured notes. It is worth mentioning that Vanke has recently added two new development projects. Both projects are located in Shenyang, with Vanke's equity ratio at 51%. The equity land price that needs to be paid is 248 million yuan.
Shanghai optimizes and adjusts real estate market policies The hot trend in the real estate sector is expected to continue
① Shanghai issued a notice on policies and measures to optimize the stable and healthy development of the city's real estate market. The “Notice” clearly adjusts and optimizes housing purchase restriction policies. ② Qi Dong of Open Source Securities believes that the signal for the central government to stabilize real estate is clear. Future real estate policies will continue to be relaxed, and there is still room to release demand for home purchases. Continue to be optimistic about strong credit real estate enterprises with high investment intensity, excellent layout area, and market-based mechanisms.
Vanke's “Slimming Plan” has made substantial progress, successfully transferring more than 2.2 billion yuan of land at the Shenzhen Bay Super Headquarters
“This transaction is one of the company's initiatives to resolutely implement a slimming and fitness package.” While Vanke is taking the initiative to “slim down,” it has also made a major breakthrough in financing.
Vanke received 20 billion yuan! The largest single real estate loan landed in recent years
In recent years, the real estate industry has secured the largest single loan amount.
Real estate stocks have rebounded by more than 50%, and are now receiving huge benefits! Big friction “recommended defense”
Many places are following up on lowering interest rates on provident fund loans
[Data review] Military and real estate ETF turnover surged month-on-month, leading to capital game Vanke A
① Today, the turnover of many military and real estate ETFs surged from yesterday. Among them, the turnover of leading military ETF (512710) increased 137% month-on-month, and real estate ETF (159707) increased 114% month-on-month. ② Vanke A, which had gone up and down, was sold by northbound capital and institutions, and bought by two first-tier tourism companies.