On September 9th, as of 2:38 PM, the real estate sector showed active performance, with the CSI 800 Real Estate Index, representing leading A-share real estate market trends, rising 1.16%. Among constituent stocks, Hangzhou Binjiang Real Estate Group Co.,Ltd. hit the daily limit up, Xincheng Holdings rose 4.7%, and China Merchants Shekou rose 2.69%.
In terms of popular ETFs, the market's only Real Estate ETF (159707) tracking the CSI 800 Real Estate Index saw its intraday price rise 1.08%, with trading volume reaching 38.48 million yuan and real-time net subscriptions of 8.5 million shares.
On the news front, major first-tier cities including Beijing, Shanghai, and Shenzhen have recently released new property market policies, benefiting homebuyers from multiple dimensions, with the space for releasing improved housing demand continuing to expand.
Huatai Securities noted that in the first half of 2025, overall property developer performance and sales will still be in a bottoming-out phase. Despite industry-wide sales pressure, leading developers are demonstrating relative resilience in sales due to their quality land reserves in core cities. Looking ahead, those developers with lighter historical burdens and higher proportions of land reserves in core cities are expected to lead peers in recovery, both in sales and profitability performance.
For positioning in central state-owned enterprises and quality developers, focus is recommended on Real Estate ETF (159707). According to data, Real Estate ETF (159707) tracks the CSI 800 Real Estate Index, aggregating 13 leading quality developers in the market, with clear advantages in top-tier concentration for investment direction. The top ten constituent stocks account for over 90% of the weight, with high central state-owned enterprise content! Against the backdrop of industry consolidation, leading real estate companies may demonstrate greater elasticity!
Data sources: Shanghai and Shenzhen Stock Exchanges, etc.
Risk Warning: Real Estate ETF passively tracks the CSI 800 Real Estate Index. The index base date is December 31, 2004, with a publication date of December 21, 2012. The index constituent stock composition is adjusted timely according to the index compilation rules, and its backtested historical performance does not predict future index performance. Index constituent stocks mentioned in the text are for display purposes only. Individual stock descriptions do not constitute any form of investment advice, nor do they represent position information and trading activities of any fund under the management company. The fund management company evaluates this fund's risk level as R3-Medium Risk, suitable for balanced (C3) and above investors. Any information appearing in this text (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, any form of expression, etc.) is for reference only. Investors must be responsible for any autonomous investment decisions. Furthermore, any views, analyses, and predictions in this text do not constitute investment advice in any form to readers, nor do they bear any responsibility for direct or indirect losses caused by using the content of this text. Fund investment carries risks. Past performance of funds does not represent future performance. Performance of other funds managed by the fund management company does not constitute a guarantee of fund performance. Fund investment requires caution.
MACD golden cross signal formation, these stocks show good upward momentum!
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