The housing prices and land auction performance in first-tier cities are strong, and the Real Estate Industry is expected to continue its recovery trend.
On April 16, at a press conference held by the State Council Information Office, Sheng Laiyun, Deputy Director of the National Bureau of Statistics, stated that the effects of Real Estate control policies are becoming evident, and there has not been a softening in the Real Estate market as seen in March. On the same day, Liu Jinjun, Chief China Stocks strategist at Goldman Sachs, pointed out during an Institutional dialogue that first-tier cities have recently shown quite strong performance, whether in housing prices or land auction activities.
Global wafer fab equipment expenditures remain strong as demand in this segment continues to increase.
① The 2025 China International Advanced Technology and Application Conference for Semiconductors, hosted by an advanced semiconductor industry cluster, will be held in Suzhou on April 22. ② Industrial Securities analysis indicates that Global wafer fab equipment spending remains strong, with a continuous increase in demand for Lithography Equipment.
Former chairman Lu Jun was investigated. After Gree Real Estate changes hands to Huafa, where will it head?
① Gree Real Estate, which plans to exit the Real Estate Development Business, has become the focus of market attention due to the investigation of its former chairman and the transfer of its controlling Shareholder to Huafa Group. ② As Gree Real Estate completely bids farewell to its core Real Estate Development business, it remains to be seen whether it can achieve breakthroughs in the duty-free market by relying on the CNI Resource Index of Huafa Group.
The Real Estate sales sector has shown signs of temporary stabilization, and related sectors are expected to experience positive changes.
① According to media reports, it has been learned that several first-tier cities are studying and preparing policies related to stabilizing the real estate market. ② Kaiyuan Securities predicts that policy adjustments in first-tier cities will provide strong support on the demand side and gradually improve expectations for housing prices, which will in turn radiate to second- and third-tier cities, gradually achieving stabilization in housing prices and improving the fundamentals of the real estate market.
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