Morning Trend | ENM HOLDINGS shows a mild rebound, is a structural repair window emerging?

ENM HOLDINGS saw a capital replenishment yesterday, with a slight recovery driven by the real estate repair cycle. The trading volume during the day was still below peak levels, but it has gently expanded for two consecutive days, indicating a warming of short-term rotation sentiment. The technical indicators are showing an initial bullish arrangement, with signs of structural repair emerging. This week, new policies in the real estate sector have been frequently introduced, enhancing expectations for policy support, and the industry has repeatedly mentioned a differentiated repair market. The company has no announcements at this time, and the market is focused on low-level rebound and defensive attributes. Main capital is concentrated on core real estate stocks, leading to a slight rise in low-priced varieties. The short-term risk mainly lies in whether trading volume can continue to expand, as it is still in the early stages of repair. Any marginal changes in policy or capital withdrawal could easily reverse fragile sentiment. Although structural opportunities are present, chasing prices too quickly may lead to withdrawal risks. It is advisable to focus on the coordination of volume and price along with policy windows, and to be cautious in positioning without blindly chasing highs