REITs
- 873.720
- +16.021+1.87%
Brokerage performance in the third quarter is impressive, with 17 companies showing year-on-year positive growth, looking forward to further boost in the fourth quarter.
The arithmetic average of the quarter-on-quarter increase in net profit attributable to the mother of 18 listed brokerages or listed entities in the third quarter was 85%; asset management and proprietary trading are the "mainstays", with average net income growth of 9.32% and 33.84% respectively year-on-year. On October 30th, according to Caixin, the veil of performance of the top three quarters of brokerage firms is being lifted. On October 29th, 9 brokerage firms disclosed their third quarter reports. There are already 18 listed brokerage firms or listed entities that have disclosed their third quarter reports. The arithmetic average of the year-on-year growth rate of net profit attributable to the mother in the first three quarters of the 18 brokerages is 46.17%, with 11 showing positive growth and 7 showing negative growth. The brokerage performance mainly reversed in the third quarter.
Share buyback and shareholding loans are quickly implemented! Industrial and Commercial Bank of China, Bank of China, China Construction Bank, China Merchants Bank, Citic Bank, and other banks have announced progress. Some banks have cooperation intention
①As of now, Bank of China has reached cooperation intentions with nearly a hundred listed companies, explicitly committing loans to 32 listed companies, covering industries such as integrated circuits, transportation, high-end manufacturing, and business services; ②The bank stated that it will strictly adhere to the risk compliance bottom line, rigorously prevent crediting funds that do not meet the conditions of the stock increase stake & buy back and reloan policy from illegally flowing into the stock market.
"Repurchase, shareholding, and re-lending" is quickly implemented! The scale has exceeded 10 billion yuan, with central enterprises leading the trend.
①Yesterday, the first batch of 23 listed companies have disclosed information on shareholding, repurchasing, and additional financing, with the total amount involved exceeding one billion yuan; ②Among central state-owned enterprises, two major shipping giants, China Merchants Group and cosco shp sg, have multiple companies involved, while private enterprises are represented by industries such as aquaculture, photovoltaics, and semiconductors; ③Market participants believe that the new policy on additional financing has received enthusiastic responses, which will help further activate the market and bring more liquidity.
Major restructuring wave of central state-owned enterprises, with multiple giant capital operations such as State Power Investment Corporation.
1. On Friday evening, spic industry-finance holdings and spic yuanda environmental-protection, subsidiaries of State Power Investment Corporation, released a restructuring plan. The stocks will resume trading on Monday; 2. Central SOEs continue to make major moves in mergers and reorganizations, which will help accelerate the development of emerging industries and stimulate market vitality.
Policy is bullish, why did the real estate sector fall instead? Public interpretation of the meeting of the Ministry of Housing and Urban-Rural Development and other five departments.
Why did the real estate sector fall despite the bullish news? Discuss the Ministry of Housing and Urban-Rural Development's new policy of 'two increases' that is popular among public funds. Institutions point out that the combination of the Ministry of Housing and Urban-Rural Development meeting and fiscal debt policy reflects the strength of the policies.
Express News | This morning, the chairman of the board proposed a stock repurchase announcement for the listed companies in the China Merchants Group.
Concept Dynamics | Caijing Community's thematic library adds the concept of "debt-to-equity swap"
The State Council Information Office held a press conference on October 12, 2024. Minister of Finance Lan Fo'an stated that plans to significantly increase the debt limit at one time, replace the local government's existing hidden debts, and increase support to help local governments resolve debt risks. Overview of debt restructuring concept stocks.
Vanke is adjusting its organizational structure. The Development Operation Department will establish an office business unit.
Vanke will further strengthen the organizational intensification of its development and operation business, with the development and operation headquarters further sinking the front line of business, directly responsible for the management of the product origin and the operation of major projects. At the same time, the development headquarters will establish an office business department and deepen the organization construction of the commercial business department. In terms of personnel arrangements, the original core team will remain unchanged.
Is the Hong Kong IPO market recovering? The fundraising has exceeded last year's total! Investment banks: Investors' interest is increasing.
While the secondary market is changing rapidly, the Hong Kong IPO market is quietly brewing for a warm comeback.
Brokerages need a bull market more than individual investors.
This National Day holiday is somewhat unusual, with the A-share market experiencing an unprecedented surge before the festival, making countless people restless, hoping for the first time not to take a break and to open the market quickly.
Witness history! The sse composite index surged by 10%! All A-share brokerages hit the limit up! Semiconductors almost all hit the limit up.
After the National Day holiday, the A-share king is back!
Bull market resurgence in 2015? Morgan Stanley: Another 2-3 trillion retail investors' funds may enter the market
According to Daiwa's estimation, if retail investors' sentiment remains high, as much as 2-3 trillion RMB in China's household financial assets will be reallocated to the stock market. As long as the momentum is strong enough, brokerage stocks are expected to rise by another 30%, and roe may rebound to around 13%.
Brokerage stocks continued to soar in the afternoon! Chinese brokerage sector rose by over 12%, with China Merchants and other individual stocks hitting new highs.
As of around 3 p.m., the Chinese brokerage index rose by 11%, hitting a new historical high. China Merchants Securities and China International Capital Corporation surged by over 20%, csc rose by 17%, Orient Securities rose by over 15%, Guolian Securities rose by over 11%, Everbright Securities rose by over 10%, and Gf Sec rose by over 8%.
Breaking news: Hong Kong stocks in real estate and property management sectors are booming! Shimao Group surged over 30%, Longhu, Sunac, Vanke rose over 20%.
Mainland real estate stocks expanded their gains in the afternoon. As of the time of publication, Shimao Group soared by 31.15%, leading the mainland real estate stocks with a price of 0.8 Hong Kong dollars; Longfor Group rose by 25.93%, with a price of 11.56 Hong Kong dollars; Sunac increased by 24.37%, priced at 1.48 Hong Kong dollars; China Vanke surged by 21.32%, with a price of 5.69 Hong Kong dollars.
Vanke appears in the Hangzhou land auction market, jointly with the Hangzhou subway, bids 1.45 billion and wins a commercial and residential land.
① In the land auction held in Hangzhou today, Vanke and Hangzhou Metro Consortium won the Shuangqiao unit block in Xihu District with a bottom price of 1.45 billion yuan, and the transaction floor price was 9659 yuan per square meter. ② At Vanke's earnings conference for the first half of 2024, the management stated that the company will continue to optimize its asset structure and focus on core business; at the same time, it will actively pursue potential projects.
The semiconductor equipment sector continues to thrive, with rapid growth expected in key areas such as lithography.
①In 2024, the delivery volume of semiconductor equipment in mainland China is expected to achieve growth on the basis of last year, reaching over 40 billion US dollars, and continue to rank as the world's largest semiconductor equipment market. ②Citic Securities pointed out that they are bullish on the new product layout and increased orders brought by advanced production capacity of domestic equipment, components, and material companies in key areas, and expect rapid growth in domestic equipment companies' orders in the next 2-3 years.
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.