Technology, Consumer Staples, Real Estate May 18, 2022 08:15 AM (GMT+8) · EqualOcean
Tianfeng Securities believes that the recovery of the overall credit of real estate enterprises is the premise of restoring sales confidence and improving the willingness of development and investment. At present, the market still has room for operation in terms of refinancing mechanism. Grasp the improvement of M & A on the left and the concentration on the right. The decline in industry sales continued to expand in April, and the market is still in a period of in-depth adjustment. The recent implementation of substantial positive real estate loan interest rates has laid a good foundation for the improvement of demand. We believe that the follow-up market still needs to be supplemented by the positive financing side of real estate enterprises matching the demand side to jointly promote the recovery of fundamentals. The policy "combination fist" is worth looking forward to.