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[China International Capital Corporationdemolitionderbycrashracing: There is expected to be a considerable round of revaluation in the real estate sector] Securities Times e Company News, China International Capital Corporation Research reported that real estate stocks have recently shown rapid recovery driven by policies, and it is expected that there will still be further upward momentum in the short term. Considering that there will be savings from the release of policies to the effectiveness of fundamentalsdemolitionderbycrashracing...

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[CICC: There is expected to be a considerable round of revaluation in the real estate sector] Securities Times e Company News, CICC Research reported that real estate stocks have recently shown rapid recovery driven by policies, and it is expected that there will still be further upward momentum in the short term. Considering that there will be a certain time lag and uncertainty from the release of policies to the effective implementation of fundamentals, as the cumulative increase gradually expands, the market may also experience a phased correction. Putting aside the short-term game and event factors, the real estate market itself is moving in a direction where the downward slope is slowing down. The recent package of policies will help this cycle turn around faster in the 6 - 12-month dimension. To end the rapid adjustment phase since 2021 and transition to a relatively stable phase. As the real estate cycle stabilizes, the sector is expected to see a considerable round of revaluation. Although there is a certain advance in recent transactions, the sector has increased (cumulative) or has not yet overdrawn the potential height of this round, so we can maintain a positive attitude. If there is a subsequent correction and consolidation in the stock price, the allocation can be further increased.