
Market Insight | Mainland Real Estate Stocks Strengthen in Early Trading, Real Estate Policies Still Have Room for Further Efforts, Institutions Point Out Overseas Interest Rate Cuts Expected to Release Housing Demand

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CN Mainland Real Estate stocks strengthened in the morning session, with Sunac China Holdings up 9.23%, Sunac China Holdings up 6.52%, and Greentown China Holdings up 5.55%. CITIC Securities pointed out that there is still ample policy space, and if demand-side policies are introduced, it may reverse the market's downward trend. The strong expectation of a Fed rate cut may lead to a decline in domestic interest rates, releasing housing demand. It is recommended to focus on leading real estate developers such as Greentown China Holdings and Yuexiu Property
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