Real Estate, Technology Jun 21, 2021 08:21 AM (GMT+8) · EqualOcean
CICC judged that the fundamentals of the real estate industry slowed down in the second half of the year but did not stall. With the moderate tightening of credit supply on the residential side, if the trend of the real market cools down in the second half of the year, the boots of policy regulation will fall and lead to the emotional recovery of the sector. Under the current extreme undervalued and low position situation, there are still trading opportunities for real estate stocks. Combined with the differentiation and evolution of the medium and long-term dimension of real estate enterprises, it is suggested that investors should grasp three main investment lines: 1) the "winner" of reshaping the competition pattern; 2) "Leader" of multiple track layout; 3) Potential "beneficiaries" of spin off catalysis.